Key Features Overview

Drip CRM combines the power of sales, marketing, and customer management into one platform. Below is an overview of the features you’ll find inside the system.

🧩 Core Features

CRM

Manage all your leads and customers in one place. Segment contacts with tags and Smart Lists, and track deals through customizable pipelines.

Conversations

A unified inbox for SMS, WhatsApp, email, and social messages. Every customer interaction, from first contact to final sale, stays in one thread.

Funnels & Websites

Drag-and-drop builder for websites, landing pages, and funnels. Includes templates designed to convert leads into paying customers.

Forms & Surveys

Collect lead details or customer feedback with branded forms and surveys. Add them to your funnels or embed them on your website.

Calendars

Let customers book appointments directly with you or your team. Sync with Google or Outlook, and send automated reminders to reduce no-shows.

Automations & Workflows

Automate repetitive tasks like sending reminders, assigning leads, or following up after missed calls. Build customer journeys visually with triggers, conditions, and actions.

Campaigns

Send bulk SMS and email campaigns, run drip sequences, or drop ringless voicemails — all without leaving the platform.

Reputation Management

Request reviews via SMS/email, monitor star ratings, and respond directly to customer feedback.

Reporting & Analytics

Get a full picture of your business performance: lead sources, campaign ROI, pipeline forecasts, and more.

🔗 Integrations

• Native: PayFast, Stripe, Google, Facebook, WhatsApp.

• Third-Party: Connect to thousands of apps through Zapier and Make.

• Developers: Use the API and Webhooks for custom workflows.

⚡ Advanced Features

• White-labeling: Add your own logo, colors, and domain.

• AI Tools: Automate responses, generate content, and handle missed calls.

• Memberships & Courses: Sell online programs and manage digital products inside Drip CRM.