Dex CRM Manager
Manage your Dex personal CRM contacts, notes, and reminders directly through Claude's interface.
This skill integrates the Dex Personal CRM (getdex.com) into your workflow, enabling seamless management of your professional and personal network. It allows you to search for contacts via email, browse contact lists, and access detailed information such as phone numbers, social media links, and birthdays. Additionally, you can maintain interaction timelines by adding or updating notes and ensure no follow-up is missed by creating and managing reminders, all without leaving your development environment.
主な機能
01Email-based contact searching and paginated browsing
02Reminder system for scheduling and managing follow-up tasks
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04Comprehensive contact management including creation, updates, and deletion
05Timeline note creation for tracking interactions and meetings
06Access to detailed contact fields like LinkedIn, Twitter, and job titles
ユースケース
01Retrieving contact information and social profiles for project stakeholders
02Logging detailed meeting notes and interaction history immediately after a call
03Setting and tracking follow-up reminders for networking and business development