1001 Freelance Projects
Latest Projects from Freelance Marketplaces
Today is: 04-May-2026 01:33 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
Minecraft Plugin/Mod Setup Specialist
Category: Game Design, Game Development, Game Testing, Minecraft
Budget: $15 - $25 USD
03-May-2026
21:58 GMT
Toy CAD for 3D Printing
Category: 3D CAD, 3D Design, 3D Modelling, 3D Printing, 3D Rendering, 3D Visualization, AutoCAD, CAD / CAM, Fusion 360, Solidworks
Budget: $250 - $750 USD
03-May-2026
21:54 GMT
Flow Waterjet CNC Programming
Category: 3D CAD, 3D Design, 3D Modelling, AutoCAD, CAD / CAM, CNC Programming, Engineering, Manufacturing, Mechanical Engineering, Solidworks
Budget: $2 - $8 CAD
03-May-2026
21:53 GMT
Tally & Power BI Automation
Category: Data Modeling, Data Visualization, Excel, Inventory Management, Microsoft Access, Power BI, SQL, Visual Basic
Budget: ₹12500 - ₹37500 INR
03-May-2026
21:53 GMT
Multifaceted Developer and SEO Marketer Needed
Category: Content Marketing, Digital Marketing, Internet Marketing, Link Building, Marketing, SEO, Social Media Marketing, Web Development
Budget: ₹12500 - ₹37500 INR
03-May-2026
21:52 GMT
Passionate Romantic Poem Creation
Category: Content Creation, Content Writing, Creative Writing, Fiction, Ghostwriting, Poetry, Romance Writing, Writing
Budget: £250 - £750 GBP
03-May-2026
21:52 GMT
Elegant Instagram Stories Designer & Videographer
Category: Adobe Illustrator, Photoshop, Adobe Premiere Pro, After Effects, Animation, Graphic Design, Logo Design, Video Editing
Budget: ₹750 - ₹1250 INR
03-May-2026
21:48 GMT
KDP Sci-Fi Formatting & Cover
Category: Adobe Illustrator, Adobe InDesign, Photoshop, Amazon Kindle, Book Design, Editing, Proofreading, Publishing
Budget: $250 - $750 USD
03-May-2026
21:48 GMT
Realistic Tribute Photo Creation
Category: Photoshop, Graphic Design, Image Consultation, Image Processing, Photo Editing, Photoshop Design, Visual Design
Budget: £20 - £250 GBP
03-May-2026
21:46 GMT
Source 925 WooCommerce Product Images
Category: Data Entry, Data Management, Image Processing, Photo Editing, Photoshop, Product Photography, Time Management, WordPress
Budget: €8 - €30 EUR
03-May-2026
21:42 GMT
Spanish B2B Cold Calling Sales
Category: B2B Marketing, Customer Service, Excel, Lead Generation, Leads, Sales, Sales Management, Spanish Translator, Telemarketing, Telephone Handling
Budget: $2 - $8 USD
03-May-2026
21:41 GMT
3D-Printable Fixed-Wing UAV Airframe — Aerodynamic Design & Print Optimization
Category: 3D Printing, Aerospace Engineering, Fusion 360, Solidworks, Structural Engineering
Budget: $30 - $250 USD
03-May-2026
21:40 GMT
B2B Mortgage Appointment Telemarketer
Category: Appointment Setting, B2B Marketing, Business Development, Call Center, CRM, Customer Service, Lead Generation, Leads, Sales, Telemarketing
Budget: $2 - $8 USD
03-May-2026
21:40 GMT
Real-Time Dart TV Display ..
Category: Animation, CSS, Frontend Development, HTML5, JavaScript, Mobile App Development, Three.js, Web Development
Budget: $30 - $250 USD
03-May-2026
21:38 GMT
Residential Space Planning for Entertainment
Category: 3D Design, 3D Rendering, Architecture, Building Architecture, Building Design, Building Engineering, Building Information Modeling, Graphic Design, Home Design, Interior Design
Budget: $30 - $250 USD
03-May-2026
21:37 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