How to Connect Relationships in Dextr CRM

Your contacts are not random, isolated names.

Video Tutorial

They exist inside networks. Friends of friends. Co-workers. Founders and investors. Roommates. Couples. Referral partners.

When you can see and define those connections, your address book stops being a list and starts becoming a living relationship map. That is where Dextr changes the game.

Why Keep Track of Relationships

Most contact apps store people individually. That works fine until you need context.

  • Who introduced you to this person?
  • Are these two contacts married?
  • Which investors are connected to that founder?
  • Which friend group does this person belong to?

Without relationship tracking, you rely on memory. And memory fades.

Keeping track of relationships helps you:

  • Strengthen warm introductions
  • Avoid awkward social mistakes
  • Spot business opportunities
  • Understand social circles at a glance
  • Recall important context quickly

Whether you are networking at SXSW, meeting people at a conference, or just keeping your personal life organized, context is everything.

How Dextr Helps You Manage Relationships

Dextr is not just a contact cleaner. It is a relationship-aware CRM built for your iPhone. Instead of storing people as isolated records, Dextr allows you to define how people are connected.

You can:

  • Connect contacts to one another
  • Define the type of relationship
  • Visualize your network
  • Update relationships in bulk
  • See how groups overlap

Over time, your address book becomes a dynamic map of your real-world connections.

Defining the Relationships You Have

Relationships are not one-size-fits-all.

In Dextr, you can define how you relate to someone. Examples include:

  • Friend
  • Client
  • Investor
  • Colleague
  • Mentor
  • Romantic interest
  • Family

By defining your relationship, you immediately add context to that contact. Later, when you open their profile, you do not just see a phone number. You see how they fit into your life.

Charting the Relationships Your Contacts Have with Each Other

It is not just about how you know someone. It is also about how they know each other.

  • Two founders might be business partners.
  • Two friends might be siblings.
  • Two contacts might be dating.

When you define those connections, you start to see clusters, circles, and bridges in your network.

Dextr Network Map

The Dextr Network Map visualizes how your contacts connect. Instead of guessing who belongs to which group, you can see it.

This helps you:

  • Identify connectors in your network
  • Spot isolated contacts
  • Understand social clusters
  • Navigate introductions more strategically

For power networkers, founders, and socially active people, this becomes incredibly valuable.

Ways to Set Relationships

Dextr makes relationship management flexible and fast.

On Profiles

  1. Open a contact profile.
  2. Select the relationship option.
  3. Choose the contact they are connected to.
  4. Define the relationship type.

Done.

This is perfect when you just met someone or want to update a single connection.

Bulk Select

If you are cleaning up or organizing large groups, you can set relationships in bulk.

  1. Navigate to the “Contacts” screen.
  2. In the upper left, tap the “Bulk Select” icon.
  3. Select the contacts that you wish to update.
  4. In the bottom bar, tap the solid color circle.
  5. Select the relationship category that you want to apply.

This is especially helpful after conferences, group events, or importing contacts.

Your address book should reflect your real life.

With Dextr, you are not just saving numbers. You are mapping relationships

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Posted in category:How-To