1001 Freelance Projects
Latest Projects from Freelance Marketplaces
Today is: 28-Apr-2026 07:02 GMT
View Project
View this project in detail (Note: you will be redirected to external marketplace)
Project title: Set Up Self Hosted CRM
Posted by: External project from PeoplePerHour
Started: 10-Feb-2025 04:45 GMT
Description: Experience Level: Expert

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!
Project ID: 3421164
Project category:
Project budget:
View this project in detail (Note: you will be redirected to external marketplace)
Last Projects / Browse Projects
  Project Started
Academic Scholarship Application Essay
Category: Academic Writing, Article Writing, Content Writing, Creative Writing, Essay Writing, Report Writing, Research, Research Writing, Writing, Writing Tutoring
Budget: $10 - $30 CAD
28-Apr-2026
04:04 GMT
Comedy Meme Reaction Video Editor
Category: Adobe Premiere Pro, After Effects, Final Cut Pro, Sound Design, Video Editing, Video Post Editing, Video Production, Video Services
Budget: ₹1500 - ₹12500 INR
28-Apr-2026
04:02 GMT
25–30 seconds motion graphics video
Category: After Effects, Animation, Motion Graphics
Budget: $30 - $250 USD
28-Apr-2026
04:00 GMT
Erase Letters From Video Background
Category: After Effects, DaVinci Resolve, Photoshop, Video Editing, Video Post Editing, Video Processing, Video Production, Video Services
Budget: $10 - $30 USD
28-Apr-2026
04:00 GMT
Humanities Papers Copyright Help -- 2
Category: Academic Publishing, Academic Writing, Copyright, Employment Law, Legal, Legal Consultation, Legal Research, Research Writing
Budget: $2 - $8 USD
28-Apr-2026
04:00 GMT
Importar productos asiáticos a Colombia
Category: Customs And Global Trade Services, Import / Export, Logistics, Market Research, Shipping, Sourcing, Supplier Sourcing, Supply Chain
Budget: $250 - $750 USD
28-Apr-2026
03:59 GMT
Vibrant App Mascot Animation Set
Category: 2D Animation, Animation, Character Illustration, GIF Animation, Graphic Design, Illustration, Lottie
Budget: $30 - $250 USD
28-Apr-2026
03:58 GMT
AutoCAD Shop Drawings — Steel T-Cantilever Shade Structure (4 Sheets)
Category: 2D Drawing, AutoCAD, CAD / CAM, Drafting, Engineering Drawing, Mechanical Design, Structural Engineering, Technical Documentation
Budget: $100 - $300 USD
28-Apr-2026
03:58 GMT
WooCommerce UI/UX Fix: Optimize Homepage Layout for Higher Conversion & Aesthetics
Category: CSS, HTML, JavaScript, PHP, UI / User Interface, UX / User Experience, Web Design, Web Development, WooCommerce, WordPress
Budget: $10 - $30 USD
28-Apr-2026
03:57 GMT
Change wording on 3 documents
Category: Graphic Design, Illustration, Photoshop
Budget: $10 - $30 USD
28-Apr-2026
03:57 GMT
Hypnotherapy Practice Video Editing
Category: A / V Editing, Creative Design, Social Media Marketing, Video Ads, Video Editing, Video Production, Video Services, Videography
Budget: $10 - $30 AUD
28-Apr-2026
03:56 GMT
Servidor SAMP Profissional Completo
Category: Debian, Game Design, Game Development, HTML, Linux, MySQL, PHP, VoIP
Budget: $30 - $250 USD
28-Apr-2026
03:55 GMT
Data Entry From Scanned Documents
Category: Data Cleansing, Data Entry, Data Extraction, Data Management, Data Processing, Excel, Google Sheets, PDF
Budget: £750 - £1500 GBP
28-Apr-2026
03:52 GMT
USPTO Trademark Attorney Needed
Category: Contracts, Intellectual Property Law, Legal, Legal Consultation, Legal Research, Patents, Trademark, Trademark Registration
Budget: $30 - $250 CAD
28-Apr-2026
03:52 GMT
Social Video Editing App
Category: Android, IOS Development, IPhone, JavaScript, Mobile App Development, PhoneGap, UI / User Interface, Video Editing
Budget: $250 - $750 USD
28-Apr-2026
03:51 GMT
Browse All Projects
Projects by Skills ...
Projects for 'android'
Projects for 'ajax'
Projects for 'asp'
Projects for 'aspnet'
Projects for 'cms'
Projects for 'cpp'
Projects for 'csharp'
Projects for 'css'
Projects for 'delphi'
Projects for 'design'
Projects for 'drupal'
Projects for 'excel'
Projects for 'facebook'
Projects for 'flash'
Projects for 'html'
Projects for 'java'
Projects for 'javascript'
Projects for 'joomla'
Projects for 'iphone'
Projects for 'mysql'
Projects for 'photoshop'
Projects for 'php'
Projects for 'python'
Projects for 'ruby'
Projects for 'seo'
Projects for 'sql'
Projects for 'sysadm'
Projects for 'translate'
Projects for 'typing'
Projects for 'twitter'
Projects for 'vbnet'
Projects for 'xml'
Projects for 'wordpress'
Projects for 'writing'
Read RSS feeds ... New!
RSS feed for 'android'
RSS feed for 'ajax'
RSS feed for 'asp'
RSS feed for 'aspnet'
RSS feed for 'cms'
RSS feed for 'cpp'
RSS feed for 'csharp'
RSS feed for 'css'
RSS feed for 'delphi'
RSS feed for 'design'
RSS feed for 'drupal'
RSS feed for 'excel'
RSS feed for 'facebook'
RSS feed for 'flash'
RSS feed for 'html'
RSS feed for 'java'
RSS feed for 'javascript'
RSS feed for 'joomla'
RSS feed for 'iphone'
RSS feed for 'mysql'
RSS feed for 'photoshop'
RSS feed for 'php'
RSS feed for 'python'
RSS feed for 'ruby'
RSS feed for 'seo'
RSS feed for 'sql'
RSS feed for 'sysadm'
RSS feed for 'translate'
RSS feed for 'typing'
RSS feed for 'twitter'
RSS feed for 'vbnet'
RSS feed for 'xml'
RSS feed for 'wordpress'
RSS feed for 'writing'
New!
Проекты на русском
(Projects in Russian)

Short URL:
1001fp.com
Mobile version:
m.1001freelanceprojects.com
Copyright © 2005-2025 1001 Freelance Projects