We run an online membership subscription program. Been around for a decade, solid sales, but no CRM in place. Looking for somebody who can help us set up a CRM solution.
THIS PROJECT IS JUST FOR RECOMMENDING A SOLUTION. The actual work do set something up will be separate. Basically we're paying you for a sales pitch to tell us why you're the best person to help us set up a CRM. We aren't going to do it ourselves, if your proposal is great, we're hiring you to do it. (not included in this project) ;-)
PLEASE BID ACCORDINGLY. There's no need to pick maximum bid. Ask for what you think you want to be paid to pitch yourself to set up our CRM. If you want hundreds of dollars to read your proposal, we'll definitely consider it - but also offers to propose a CRM and your services at a lesser cost. Again, this project is just to tell us which CRM and why you are the right person to set it up.
Technology:
1) System runs on Wordpress and Memberpress for memberships. 2) Payments via Stripe and Paypal. 3) E-mail leads collected by Sendy (self hosted e-mail platform). 4) Courses delivered via Learndash (showing data on actual use of lessons) 5) Details about customer collected via ThriveLeads quizzes.
Funnel:
1) Largest lead magnet is free trial for a subscription. Collects e-mails first, then credit card info for trial. 2) Second is collecting e-mails for getting a free basic course.
Both free trial and free basic course get follow up e-mail automated via Sendy.
Analytics:
1) In depth analytics via GTM, lookerstudio, Google Analytics for funnel performance. 2) Manually tracking free trial conversions. 3) Manually tracking lead engagement with the platform: use of courses and customer details from ThriveLeads quizzes. Used in some cases for manual e-mails to convert leads.
Current "CRM":
Spreadsheets tracking leads, trials, conversions. Everything is done manual, aside from above systems.
Goal:
Automate as much of above as possible. Would love to see leads show up in CRM, ideally if possible also sales (though can do manually whatever isn't possible initially in a time / cost effective way).
Want to track leads and conversions, customer interactions.
Ideally self hosted solution. Want to control our data, and not be locked into a subscription - if possible.
Project Scope:
Tell us which CRM we would best use and why. If you were to set this up, what would be the steps involved to install / connect. What type of automation and workflow would result from your CRM recommendation. Cost for you to set it all up. Note we're a 2 person shop and don't have a Fortune 500 budget. ;-)
COPY-PASTE and GPT submissions will not be considered. We know it takes time for you to write an actual response, just as it takes us time to read and evaluate. This platform has a lot of spam offers, help us identify you as a valuable resource.
Minecraft Series Teaser Animation Category: 3D Animation, 3D Modelling, 3D Rendering, After Effects, Animation, Blender, Cinema 4D, Graphic Design Budget: ₹12500 - ₹37500 INR
21-Oct-2025 10:03 GMT
Modern Office Corona Renders Category: 3D Animation, 3D Modelling, 3D Rendering, 3D Visualization, 3ds Max, Architectural Rendering, AutoCAD, Interior Design Budget: $30 - $250 USD
21-Oct-2025 10:02 GMT
Arabic Creator Email Leads Category: Data Collection, Data Entry, Data Management, Email Marketing, Excel, Google Sheets, Lead Generation, Leads, Market Research, Web Scraping Budget: $10 - $50 USD
21-Oct-2025 10:02 GMT
Modern Logo for ERE Nonprofit -- 2 Category: Branding, Creative Design, Graphic Design, Illustration, Logo Design, Photoshop, Typography, Vector Design Budget: ₹12500 - ₹37500 INR
Train Locals to Safeguard Bokimaruru Category: Article Writing, Conflict Resolution, English (US) Translator, Public Speaking, Research Writing, Training, Translation Budget: $15 - $25 USD
21-Oct-2025 10:00 GMT
Investor-Ready Tech Pitch Deck Category: Data Visualization, Google Slides, Graphic Design, Illustration, Infographics, Photoshop, Powerpoint Budget: $30 - $250 USD
21-Oct-2025 09:59 GMT
Kreator Video Instagram Surabaya Category: Adobe Premiere Pro, Branding, CapCut, Color Grading, Content Creation, Instagram Marketing, Social Media Marketing, Video Editing, Video Production, Visual Design Budget: $10 - $15 USD
21-Oct-2025 09:59 GMT
Crypto Trading App MVP Category: Android, Cryptocurrency, Flutter, Graphic Design, Mobile App Development, PHP, React Native, Web Development Budget: $10 - $750 USD
Experienced Trainer Required – SAP EC and ECP Modules Category: Business Writing, Instructional Design, Learning Management Systems (LMS), Research Writing, Resumes, SAP, Technical Writing, Training Budget: $15 - $25 USD
21-Oct-2025 09:59 GMT
Strategi Media Sosial Indonesia Category: Content Creation, Content Development, Content Strategy, Content Writing, Social Media Copy, Social Media Management, Social Media Marketing, Social Media Post Design Budget: $8 - $15 USD
21-Oct-2025 09:58 GMT
Social Accounts & Ads Setup Category: Facebook Ads, Facebook Marketing, Instagram Ads, Internet Marketing, Social Media Management, Social Media Marketing, YouTube, YouTube Ads Budget: $30 - $250 USD