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.
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.
Is This You?
1) Very briefly, which CRM would you choose and why. 2) India / Pakistan based providers not considered for this project. 3) COPY-PASTE and GPT submissions will not be considered. 4) Timely correspondence is key. We always reply in 24 hours or less and are here to make sure you're not waiting.
Looking for forward to finding you, get some great CRM solution in place!
Deobfuscate Minecraft Mod Code Category: C++, Programming, Game Development, Java, JavaScript, Minecraft, Modding, PHP, Python Budget: $10 - $30 USD
02-May-2026 22:04 GMT
Realistic Disc Golf Arm STL Category: 3D Art, 3D CAD, 3D Design, 3D Modelling, 3D Printing, 3D Rendering, 3D Visualization, Blender, CAD / CAM, Solidworks Budget: $10 - $30 USD
WPBakery Lead-Gen Landing Page Category: Conversion Rate Optimization, CSS, Graphic Design, HTML, JavaScript, Lead Generation, PHP, Web Design, Web Development, WordPress Budget: $30 - $250 USD
02-May-2026 21:58 GMT
WhatsApp Business API for Lead Capture Category: API Development, Automation, Chatbot, Conversational AI, Data Integration, Google Sheets, Lead Generation, User Experience Research Budget: $10 - $30 USD
Jazz world music Artist Promotion & Bookings Manager Category: Content Creation, Content Strategy, Digital Marketing, Email Marketing, Event Management, Facebook Marketing, Internet Marketing, Public Relations, Social Media Marketing, Twitter Budget: €250 - €750 EUR
02-May-2026 21:47 GMT
SMM/SEO/Marketing для SaaS-продукта Category: Digital Marketing, Facebook Ads, Google Ads, Graphic Design, Marketing Strategy, SEO, Social Media Marketing Budget: €250 - €750 EUR
02-May-2026 21:41 GMT
Windows Laptop & Google Workspace Setup Category: Cloud Computing, Google APIs, Microsoft Office, Software Testing, System Administration, Technical Support, Training, Windows Desktop, Windows Server Budget: $30 - $250 USD
