Conversations

The Conversations module is your unified inbox. It brings together SMS, WhatsApp, email, and social media messages so you can manage every customer conversation in one thread. No more switching between apps.

đź’¬ Supported Channels

  • SMS & WhatsApp – instant two-way texting.

  • Email – connect Gmail, Outlook, or custom domains.

  • Social DMs – Facebook Messenger and Instagram Direct.

  • Webchat – embed a live chat widget on your website.

đź“Ą Inbox Overview

Each conversation thread shows:

  • Customer details (pulled from CRM automatically).

  • Message history across all channels.

  • Quick-reply options and templates.

  • Tags and notes for context.

Tip: Conversations link directly to the contact record. You’ll never lose history or context when a lead moves through your pipeline.

⚡ Features

  • Unified Threads: See all messages from one customer in one place, regardless of channel.

  • Quick Actions: Add tags, assign to a pipeline stage, or trigger an automation directly from the inbox.

  • Templates & Snippets: Send pre-written responses with one click.

  • Missed Call Text Back: Automatically text a lead if you miss their call.

🧑‍🤝‍🧑 Team Collaboration

  • Assign conversations to specific team members.

  • Internal notes let your team share context without the customer seeing it.

  • Notifications ensure nothing slips through the cracks.

đź“Š Example Use Case

A potential client messages your business via Facebook.

  1. The message appears instantly in Conversations.

  2. Drip CRM creates a contact record if one doesn’t exist.

  3. Your team replies from inside the dashboard.

  4. The conversation is logged in the CRM and tied to the contact’s pipeline stage.

âś… Next Step

Now that you know how to manage conversations, it’s time to capture even more leads. Continue to Core Modules → Funnels & Websites to learn how to build landing pages and funnels that feed contacts directly into your CRM.