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!
Social Media Ad Design for Father's Day Category: Adobe Creative Cloud, Advertisement Design, Graphic Design, Photoshop, Photoshop Design, Social Media Management, Social Media Marketing, Web Design Budget: $250 - $750 USD
08-Jun-2026 22:04 GMT
Illustrate Adventure Kids Book Category: Animation, Art Consulting, Art Installation, Caricature & Cartoons, Character Illustration, Creative Design, Graphic Design, Illustration, Visual Arts Budget: $250 - $750 USD
Casual Bikini & Lingerie Model Category: 3D Modelling, Fashion Design, Fashion Modeling, Photography, Photoshop, Social Media Marketing, Visual Arts Budget: $30 - $250 AUD
08-Jun-2026 21:59 GMT
Modern High-End Apartment Design Category: 3D Rendering, Architectural Engineering, Architectural Visualization, Architecture, Building Architecture, Building Design, Building Engineering, Building Information Modeling, Home Design, Interior Design Budget: $250 - $750 USD
08-Jun-2026 21:58 GMT
Football Finance Animation Videos Category: 2D Animation, After Effects, Animation, Content Creation, Graphic Design, Motion Graphics, Video Editing, Video Services Budget: ₹37500 - ₹75000 INR
08-Jun-2026 21:55 GMT
UGC Video Editor for DTC Brand Category: Adobe Premiere Pro, AI (Artificial Intelligence) HW / SW, AI Video, CapCut, Content Creation, Final Cut Pro, Social Media Marketing, Video Editing, Video Production, Video Services Budget: $1500 - $3000 USD
08-Jun-2026 21:52 GMT
Youth Video Editor & Setter Category: Adobe Premiere Pro, After Effects, Appointment Setting, Color Grading, DaVinci Resolve, Motion Graphics, Video Editing, Video Processing, Video Production, Video Services Budget: $250 - $750 USD
Long-Term SEO Website Assistant Wanted Category: Content Writing, Elementor, Internet Marketing, Link Building, SEO, Web Development, Wix, WordPress Budget: $30 - $250 USD
08-Jun-2026 21:51 GMT
Android Business App Development Category: Android, Android App Development, Android SDK, Android Studio, Java, Mobile App Development, Software Architecture, Software Development Budget: ₹100 - ₹500 INR
08-Jun-2026 21:49 GMT
Gemma 4 LoRa Fine-Tuning Category: Data Analysis, Deep Learning, Hugging Face, LoRa, Machine Learning Algorithms, Natural Language Processing, Prompt Engineering, Python Budget: $250 - $750 AUD
08-Jun-2026 21:47 GMT
Expert Slack Consultant for Setup and Structuring Category: Automation, Business Consulting, PHP, Project Management, Salesforce App Development, Salesforce.com, Slack, Software Architecture Budget: $10 - $30 USD
08-Jun-2026 21:46 GMT
Investment Referral Web Platform Category: Full Stack Development, HTML, JavaScript, Laravel, MySQL, PHP, Vue.js, Web Development Budget: $100 - $150 USD