Web CRM in Drip

Watch a recorded CRM flow inside Drip on desktop web. Every screen and interaction is captured step by step — see exactly how Drip designs the CRM experience for web users.

Drip started out as a tool that let you easily set up email drip campaigns (aka email sequences). It's now become a full blown CRM with many features that help people automate their marketing flows.

  • Web
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In this video
  • Home
  • Menu
  • Segments
  • Select options
  • Save
  • Save segment
  • Enter name
  • Save
  • Segments
  • Profile details
  • Action menu
  • Workflow
  • Activity history
  • Activity detail
  • Profile details
  • Menu
  • Properties
  • Action menu
  • Properties
  • Create new tag
  • Continue
  • Activity history
  • Activity details
  • Create automation
  • Activity details
  • Menu
  • Search
  • Search results
  • Profile details
  • Action menu
  • Menu
  • Tags
  • Menu
  • Custom fields
  • Action menu
  • Edit details
  • Save
  • Menu
  • Activity history
  • People
  • Set condition
  • Refresh
  • Saved
CRM 52 Screens
CRM screenshot
Home
CRM screenshot
Menu
CRM screenshot
Segments
CRM screenshot

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Select options
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Save
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Save segment
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Enter name
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Save
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Segments
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Profile details
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Action menu
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Workflow
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Activity history
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Activity detail
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Activity detail
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Profile details
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Menu
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Properties
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Action menu
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Properties
CRM screenshot

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Create new tag
CRM screenshot

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Continue
CRM screenshot

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CRM screenshot

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Activity history
CRM screenshot

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Activity details
CRM screenshot

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Create automation
CRM screenshot

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Activity details
CRM screenshot

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Menu
CRM screenshot

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Search
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Search results
CRM screenshot

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Profile details
CRM screenshot

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Action menu
CRM screenshot

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Menu
CRM screenshot

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CRM screenshot

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Tags
CRM screenshot

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Menu
CRM screenshot

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Custom fields
CRM screenshot

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Action menu
CRM screenshot

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Edit details
CRM screenshot

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Save
CRM screenshot

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Try 3 Days
Menu
CRM screenshot

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CRM screenshot

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CRM screenshot

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Activity history
CRM screenshot

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CRM screenshot

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People
CRM screenshot

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CRM screenshot

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Set condition
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Refresh
CRM screenshot

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Drip Flows

  • Home
  • Menu
  • Segments
  • Select options
  • Save
  • Save segment
  • Enter name
  • Save
  • Segments
  • Profile details
  • Action menu
  • Workflow
  • Activity history
  • Activity detail
  • Profile details
  • Menu
  • Properties
  • Action menu
  • Properties
  • Create new tag
  • Continue
  • Activity history
  • Activity details
  • Create automation
  • Activity details
  • Menu
  • Search
  • Search results
  • Profile details
  • Action menu
  • Menu
  • Tags
  • Menu
  • Custom fields
  • Action menu
  • Edit details
  • Save
  • Menu
  • Activity history
  • People
  • Set condition
  • Refresh
  • Saved

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Drip CRM Flow on Web — Full Sequence

This recording documents the CRM flow inside Drip's web experience, captured from the live desktop product. Rather than showing summarized highlights, it preserves the full flow — every screen, hover state, transition, and UX decision — so you can study the real experience, not a press-ready version.

Web-Specific CRM Design Considerations

CRM on the web comes with different constraints than mobile: larger screens, multi-column layouts, keyboard shortcuts, and richer interaction possibilities. Drip's approach to CRM on web reflects those realities, and seeing it in full makes it easy to understand the design decisions behind the flow.

A Reference for CRM Research on the Web

For growth teams, designers, and PMs researching CRM patterns on the web, this recording provides a direct reference to a production implementation. For teams benchmarking against Drip specifically, it's a detailed look at how the brand handles this moment of the experience.

Frequently Asked Questions

What does the Drip CRM flow cover?

The recording captures the full CRM sequence inside Drip on desktop web — every step, every transition, and every significant design decision from start to finish.

How does Drip's web CRM differ from its mobile versions?

Web CRM flows typically use more screen real estate, richer hover interactions, and keyboard-friendly patterns that don't work on mobile. If Drip also has iOS or Android entries, you can cross-reference to see the platform differences.

Can I see CRM flows from other web products?

Yes. The web CRM flows category gathers the same flow type from many different web products, so you can compare Drip's approach against competitors and alternatives.

How up to date is the Drip CRM recording?

Recordings are refreshed when Drip ships notable redesigns, so the CRM flow reflects the current web experience.