CRM

The CRM (Customer Relationship Management) module is where all your leads and clients live. It’s designed to help you track relationships, manage pipelines, and never lose sight of an opportunity.

👥 Contacts

Contacts are individual records for leads, clients, or partners. Each contact includes:

• Name, email, phone number

• Tags (for quick segmentation)

• Notes and activity history

• Associated opportunities, tasks, and conversations

💡 Best practice: add as much info as possible. The more complete a contact record, the more powerful your automations and reporting become.

🧠 Smart Lists

Smart Lists let you build dynamic segments of contacts. They update automatically based on filters you set.
Examples:

• “All contacts added in the last 30 days.”

• “Leads tagged Gym Trial who have not booked an appointment.”

📌 Opportunities (Pipelines)

Opportunities represent deals, jobs, or sales you’re working on. They flow through your pipeline stages.

Pipelines

• Customizable stages (e.g. New Lead → Contacted → Qualified → Closed)

• Drag-and-drop cards to update stages

• Forecast revenue at each stage

Opportunity Cards

Each card includes:

• Contact details

• Deal value

• Stage history

• Tasks and notes

📈 Example: Sales Flow

1. A new contact fills out a form on your website.

2. Drip CRM adds them as a contact and creates an opportunity in your pipeline.

3. Automation sends a welcome SMS and tags them as Lead.

4. Your sales rep moves the opportunity to Qualified once contact is made.

5. If the deal closes, the opportunity is marked Won and revenue is tracked in reporting.

✅ Next Step

The CRM organizes your customer data — but communication is where relationships happen. Continue to Core Modules → Conversations to learn how to manage all messages in one inbox.