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!
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
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
