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!
Investigación UX de Competidores Category: Figma, Usability Testing, User Experience Research, User Interface / IA, User Research Budget: $250 - $750 USD
21-Apr-2026 22:03 GMT
Google Local SEO for Two Sites Category: Competitor Analysis, Content Writing, Google Analytics, Internet Marketing, Keyword Research, Link Building, Marketing, SEO, Website Optimization Budget: £20 - £250 GBP
21-Apr-2026 22:01 GMT
Flip Motivational Post Scheduler Category: Content Creation, Content Strategy, Digital Marketing, Influencer Marketing, Project Management, Social Media Copy, Social Media Management, Social Media Marketing, Social Media Post Design, Time Management Budget: $15 - $25 USD
Virtual Assistant for Admin Support Category: Admin Support, Customer Service, Data Entry, Excel, General Office, Microsoft Office, Research, Virtual Assistant Budget: $2 - $8 USD
Meta Ads Launch for App Category: A / B Testing, Analytics, Android, Content Marketing, Digital Marketing, Internet Marketing, IPhone, Mobile App Development Budget: $30 - $250 CAD
21-Apr-2026 21:54 GMT
Recover BitLocker-Locked Asus Laptop -- 2 Category: C, Programming, C++, Computer Security, Data Extraction, Data Protection, Encryption, Linux, Technical Support Budget: $250 - $750 CAD
21-Apr-2026 21:54 GMT
Instagram Video Traffic Strategy Category: Analytics, Content Strategy, Google Adwords, Instagram Marketing, Internet Marketing, Social Media Management, Social Media Marketing, Video Editing, Video Production, YouTube Budget: $15 - $25 USD
Roblox Character Animation Specialist Category: 3D Animation, 3D Modelling, Adobe Flash, After Effects, Animation, Game Art, Game Development, Roblox Budget: $30 - $250 USD
