1001 Freelance Projects
Latest Projects from Freelance Marketplaces
Today is: 28-Apr-2026 19:53 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
Website & WooCommerce Product Configurator Reconstruction
Category: Elementor, Frontend Development, HTML, PHP, Web Development, Web Design, WooCommerce, WordPress
Budget: €250 - €750 EUR
28-Apr-2026
16:04 GMT
27 College Algebra MCQ Tasks
Category: Algebra Tutoring, Data Visualization, Excel, Graphical User Interface (GUI), LaTeX, Mathematics, PDF, Word
Budget: $10 - $30 USD
28-Apr-2026
16:03 GMT
Need Outdoor Basketball Defense Partner
Category: College Tutoring, Fitness, Local Job, Odd Jobs, Physical Fitness Training, Sports
Budget: $25 - $50 USD
28-Apr-2026
16:02 GMT
Wedding Event Highlights Video Editing
Category: Adobe Premiere Pro, After Effects, Audio Editing, Color Grading, Final Cut Pro, Video Editing, Video Production, Videography
Budget: ₹1500 - ₹12500 INR
28-Apr-2026
16:01 GMT
Installazione Tema WordPress Gratuito
Category: CSS, HTML, PHP, Web Hosting, Web Services, Web Design, Web Development, Website Management, Website Optimization, WordPress
Budget: €30 - €250 EUR
28-Apr-2026
16:01 GMT
OLM to TXT Conversion
Category: Data Analysis, Data Cleansing, Data Collection, Data Entry, Data Extraction, Data Integration, Data Management, Data Processing, Excel, PHP
Budget: $25 - $50 USD
28-Apr-2026
16:00 GMT
Customer Data Entry in Excel
Category: Data Analysis, Data Cleansing, Data Entry, Data Management, Data Processing, Data Scraping, Excel
Budget: ₹750 - ₹1250 INR
28-Apr-2026
16:00 GMT
Shopify Electronics Listing Creation
Category: Content Writing, Copywriting, EBay, Product Descriptions, Product Management, Product Marketing, SEO Writing, Shopify
Budget: ₹12500 - ₹37500 INR
28-Apr-2026
15:56 GMT
Complete TikTok Management for LA Music Producer
Category: Analytics, Android, C#, Programming, Digital Marketing, IPhone, Mobile App Development, Social Media Management, TikTok
Budget: $30 - $250 USD
28-Apr-2026
15:56 GMT
Classic Whisky Bottle Label Design
Category: Adobe Creative Cloud, Adobe Illustrator, Corporate Identity, Creative Design, Graphic Design, Illustration, Label Design, Logo Design
Budget: £18 - £36 GBP
28-Apr-2026
15:56 GMT
Revamp Non-Profit WordPress Site
Category: PHP, Troubleshooting, Web Design, Web Development, Website Optimization, WordPress
Budget: $15 - $25 USD
28-Apr-2026
15:55 GMT
Need content writer for my hotel website
Category: Article Writing, Blog Writing, Content Writing, Copywriting, Creative Writing, Ghostwriting, SEO Writing, Web Design
Budget: ₹1500 - ₹12500 INR
28-Apr-2026
15:54 GMT
College Algebra Homework Help Needed
Category: Academic Research, Academic Writing, Algebra Tutoring, Calculus, College Tutoring, Education & Tutoring, LaTeX, Math Tutoring, Mathematics, Matlab And Mathematica
Budget: $10 - $30 USD
28-Apr-2026
15:54 GMT
Elegant Shopify Store Setup
Category: ECommerce, HTML, SEO, Shopify, Shopify Development, Shopping Cart Integration, Web Design
Budget: ₹1000 - ₹20000 INR
28-Apr-2026
15:54 GMT
AI Heaven Video Creation
Category: 3D Animation, After Effects, AI Animation, AI Art Creation, AI Design, Animation, Illustration, Video Services
Budget: $750 - $1500 USD
28-Apr-2026
15:51 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