1001 Freelance Projects
Latest Projects from Freelance Marketplaces
Today is: 05-May-2026 10:44 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
Cashew Brand Digital Marketing and Sales Boost
Category: Content Strategy, Conversion Rate Optimization, Customer Retention, Digital Marketing, Facebook Ads, Facebook Marketing, Instagram Marketing, Performance Management, Social Media Marketing
Budget: ₹12500 - ₹37500 INR
05-May-2026
10:04 GMT
Pet Adoption Platform Development
Category: AngularJS, Full Stack Development, JavaScript, Node.js, React Native, React.js, Web Development
Budget: ₹12500 - ₹37500 INR
05-May-2026
10:04 GMT
AI Integration & Prompt Engineering Expertise Required
Category: AI Development, AI Model Integration, Android, API Integration, Electronics, Mobile App Development, PHP, Prompt Engineering
Budget: $30 - $250 USD
05-May-2026
10:02 GMT
Waste Management Partnership Outreach
Category: Data Management, Environmental Consulting, Google Sheets, Public Relations, Research
Budget: ₹12500 - ₹37500 INR
05-May-2026
10:01 GMT
writing Information Letter
Category: Business Writing, Content Writing, Copywriting, Editing, PDF, Proofreading, Report Writing, Word, Word Processing
Budget: £5 - £10 GBP
05-May-2026
10:00 GMT
Excel-Outlook Admin Assistant
Category: Admin Support, Customer Service, Data Entry, Data Management, Data Processing, Excel, Microsoft Office, Time Management
Budget: $250 - $750 USD
05-May-2026
10:00 GMT
Integrate DALL-E 3 in Bubble App
Category: AI (Artificial Intelligence) HW / SW, AI Development, AI Model Integration, Android, App Development, Backend Development, Graphic Design, Image Processing, IPhone, Mobile App Development
Budget: £20 - £250 GBP
05-May-2026
10:00 GMT
DaVinci Resolve Training Video Edits
Category: Animation, Audio Editing, Color Grading, DaVinci Resolve, Graphic Design, Video Editing, Video Services
Budget: $2 - $8 USD
05-May-2026
09:58 GMT
Scalable E-Commerce Site Development
Category: AI Agents, Shopify, Web Development, WooCommerce, WordPress
Budget: ₹12500 - ₹37500 INR
05-May-2026
09:56 GMT
Professionale Remote Italian-Language Assistant Specialista in Trascrizioni e Operatrice Chat | Supporto Aziendale
Category: Chatbot, Content Writing, Customer Service, Customer Support, Editing, Project Management, Time Management, Transcription
Budget: €12 - €18 EUR
05-May-2026
09:56 GMT
Draft-writing Information Letter
Category: Article Writing, Business Writing, Content Writing, Copywriting, Drafting, Editing, Proofreading, Research Writing, Technical Writing, Writing
Budget: £10 - £15 GBP
05-May-2026
09:55 GMT
Creative Short-Form Video Creation (Limited Budget)
Category: After Effects, Creative Design, Video Ads, Video Editing, Video Post Editing, Video Production, Video Services
Budget: $10 - $30 USD
05-May-2026
09:55 GMT
Brochure / Flyer Text Updates
Category: Adobe Acrobat, Adobe Creative Cloud, Adobe Illustrator, Adobe InDesign, Photoshop, Brochure Design, Graphic Design, Print Design, Typography
Budget: $30 - $250 USD
05-May-2026
09:54 GMT
Web3 DApp Full-Stack Development Needed
Category: AngularJS, Bootstrap, Frontend Development, Full Stack Development, JavaScript, Next.js, PHP, Smart Contracts, Tailwind CSS, Web Development
Budget: $15 - $25 USD
05-May-2026
09:53 GMT
Trendy Instagram Reels Filming & Editing
Category: Adobe Premiere Pro, After Effects, CapCut, Final Cut Pro, Video Ads, Video Editing, Video Production, Videography
Budget: ₹12500 - ₹37500 INR
05-May-2026
09:50 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