Lead Management Platform

Turn leads into revenue with one powerful dashboard

Track every lead from first touch to conversion. Manage sources, segments, automations, and campaigns — the same tools you see in your DRS CRM workspace.

No credit card required Full module access
Leads Overview
Total Leads 22 New 5 · Qualified 4
Converted 3 Win rate 13.6%
Revenue ₹630K From converted leads
K
Kavita IyerWalk-in · Contacted
Contacted
D
Deepak JoshiWebsite · Qualified
Qualified
A
Anita SharmaReferral · New
New
LeadsPipeline & revenue
ProcessesCampaigns & automation
IntegrationsAPI & connections
TeamRoles & support

What DRS CRM provides

Every module mirrors your dashboard sidebar — click through to open any section live.

Leads

Leads

Manage sales leads with status tracking, follow-ups, and revenue insights.

  • Total, converted & lost stats
  • Search by name, email, phone
  • Filter by status and source
  • Lead value & follow-up dates
Open Leads

Sources / Lists

Track acquisition channels — website, WhatsApp, walk-in, referral, and more.

  • Active source overview
  • Source performance metrics
  • Organize lead channels
Open Sources / Lists

Audience / Segments

Build smart and custom segments for targeted campaigns and follow-ups.

  • Smart segments
  • Custom audience groups
  • Segment-level insights
Open Audience / Segments

Processes

Automations

Automate workflows — assign tasks, update status, trigger actions.

  • Configure rules
  • Enable or disable flows
  • Reduce manual work
Open Automations

Campaigns

Create campaigns tied to segments and measure outreach performance.

  • Campaign tracking
  • Quick duplication
  • Outreach metrics
Open Campaigns

Lookups

Standardize data with custom lookup tables across the system.

  • Custom lookup tables
  • Toggle active values
  • Consistent fields
Open Lookups

Import

Bulk import leads from spreadsheets with column mapping.

  • Import templates
  • Column mapping
  • Large list processing
Open Import

Generated Files

Export and download reports generated from your lead data.

  • Generate exports
  • Download & regenerate
  • Filter by source
Open Generated Files

Settings

Short URL

Trackable short links for campaigns and capture pages.

Open Short URL

Routes

Distribute leads to the right team with routing rules.

Open Routes

API Keys

Secure API access — rotate, revoke, and manage keys.

Open API Keys

Team & Support

Staff

Manage team members on leads and conversations.

Open Staff

Up and running in 3 steps

01

Create your account

Register and access your workspace in under a minute.

02

Import or add leads

Upload spreadsheets or add leads manually with sources and follow-ups.

03

Automate & convert

Use segments, campaigns, and routing to close more deals.

Ready to manage leads like a pro?

Join teams using DRS CRM to track pipeline, automate follow-ups, and grow revenue.

What our customers say

Teams using DRS CRM to manage leads and grow revenue.

"The leads dashboard gives us clear visibility into pipeline, conversion rate, and revenue — everything in one view."

Sarah Johnson Marketing Director

"Automations and campaigns cut our manual follow-up work in half. Lead routing to the right rep just works."

Michael Chen Sales Manager

"Import, integrations, and API keys made it easy to connect our existing tools without losing data."

Emily Rodriguez Operations Lead