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!
WordPress Signs Category Build Category: AJAX, CSS, Elementor, HTML, PHP, Web Development, Web Design, WordPress Budget: $250 - $750 USD
15-Apr-2026 03:53 GMT
Build Algebra RAG Assistant Category: AI Model Development, Deep Learning, Engineering, Excel, Machine Learning (ML), Mathematics, Matlab And Mathematica, Natural Language Processing Budget: $250 - $750 USD
15-Apr-2026 03:53 GMT
Vertical Short-Form Video Editing & Captioning Category: Adobe Premiere Pro, Final Cut Pro, Social Media Marketing, Video Editing, Video Post Editing, Video Production, Video Services, Videography Budget: $30 - $250 AUD
15-Apr-2026 03:53 GMT
Instagram Video Lead Campaign Category: Adobe Premiere Pro, After Effects, Analytics, Content Creation, Social Media Marketing, Video Editing, Video Production, Video Services Budget: $15 - $25 USD
Marketing Operations & B2B Lead Generation Specialist Category: Analytics, Content Marketing, Conversion Rate Optimization, Data Analysis, Digital Marketing, Google Ads, Growth Hacking, Marketing Strategy, SEO, Social Media Marketing Budget: $30 - $80 USD
Minimalist Social Media Thumbnails Category: Photoshop, Figma, Graphic Design, Illustration, Logo Design, Social Media Marketing, Visual Design Budget: ₹12500 - ₹37500 INR
15-Apr-2026 03:42 GMT
End to End Invoicing Support Category: Accounting, Admin Support, Billing, Data Entry, Invoicing Budget: ₹750 - ₹1250 INR
15-Apr-2026 03:41 GMT
Stealth Remote Windows Setup Category: Antique Restoration, Documentation, Hidden Wireless Network Detection, Network Security, System Administration, Technical Support, Troubleshooting, Windows Server Budget: ₹600 - ₹1500 INR
