1001 Freelance Projects
Latest Projects from Freelance Marketplaces
Today is: 02-May-2026 05:15 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
Remote Sales Agent for Travel Agency - 01/05/2026 00:26 EDT
Category: CRM, Customer Service, Data Entry, Google Ads, Leads, Sales, Telemarketing
Budget: ₹10
02-May-2026
04:00 GMT
Zoom Tuition Teachers: Classes 1-10
Category: Education & Tutoring, Math Tutoring, Mathematics, Science Tutoring, Teaching / Lecturing, Zoom
Budget: $15 - $25 USD
02-May-2026
04:00 GMT
Offline RAG Benchmark Platform
Category: AWS Lambda, Data Management, Data Visualization, LangChain, Large Language Models (LLMs), Project Management, Python, Streamlit, Vector Databases
Budget: ₹750 - ₹1250 INR
02-May-2026
03:56 GMT
Social Media Reels Editing -- 2
Category: After Effects, Animation, Video Editing, Video Post Editing, Video Production
Budget: ₹12500 - ₹37500 INR
02-May-2026
03:55 GMT
Copy Paste Data Entry
Category: Copy Typing, Copywriting, Data Entry, Data Management, Data Processing, Excel, Typing, Word
Budget: $15 - $25 USD
02-May-2026
03:54 GMT
Restaurant Menu Visual Re-Design
Category: Adobe Illustrator, Adobe InDesign, Photoshop, Graphic Design, Illustration, Menu Design, Print Design
Budget: $30 - $250 AUD
02-May-2026
03:54 GMT
Handwritten Notes to Word
Category: Copy Typing, Editing, Microsoft Word, PDF, Proofreading, Transcription, Typing, Word
Budget: ₹750 - ₹1250 INR
02-May-2026
03:54 GMT
WordPress Landing Page Service Showcase
Category: JavaScript, React.js, UI / User Interface, Web Design, WordPress
Budget: $30 - $250 USD
02-May-2026
03:54 GMT
Admin Instagram Analisis Kinerja
Category: Analytics, Data Analysis, Data Entry, Data Visualization, Excel, Internet Marketing, Social Media Management, Social Media Marketing
Budget: $15 - $25 USD
02-May-2026
03:51 GMT
Commission-Based Sales Partners Needed
Category: B2B Marketing, Business Development, Internet Marketing, Lead Generation, Leads, Marketing, SaaS Sales, Sales, Telemarketing, Web Design
Budget: $100 - $10000 USD
02-May-2026
03:50 GMT
Versatile Story Writer Needed
Category: AI Content Creation, Book Writing, Content Writing, Copywriting, Creative Writing, EBooks, Editing, Ghostwriting, Proofreading, Romance Writing
Budget: ₹100 - ₹400 INR
02-May-2026
03:47 GMT
Logo design & social media contact creation
Category: Photoshop, Banner Design, Data Entry, EBooks, Graphic Design, Logo Design, Photo Editing, Sticker Design, YouTube Video Editing
Budget: ₹600 - ₹1500 INR
02-May-2026
03:47 GMT
Enquiry & WhatsApp Reminder Tool
Category: API Integration, Automation, Full Stack Development, HTML, JavaScript, Node.js, PHP, Python, Software Development, Web Development
Budget: ₹1500 - ₹12500 INR
02-May-2026
03:44 GMT
Oracle EBS Petty Cash XML Reports
Category: Documentation, Oracle, Oracle EBS Tech Integration, Report Development, XML
Budget: $10 - $30 USD
02-May-2026
03:44 GMT
Data Entry Transcription Assistant
Category: Copy Typing, Copywriting, Data Entry, Transcription, Translation, Typeform
Budget: $10 - $30 USD
02-May-2026
03:41 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