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 Migration to Hostinger Hosting Category: Database Management, HTML, MySQL, PHP, Web Design, Web Development, Web Hosting, WordPress Budget: €30 - €250 EUR
12-Feb-2026 05:03 GMT
Remote VBS Batch Number Prefixer Category: AutoHotkey, Automation, Scripting, Shell Script, Software Architecture, System Administration, VBScript, Windows Desktop Budget: $10 - $30 USD
12-Feb-2026 05:03 GMT
YouTube Motion Graphics Video Editor Category: Adobe Premiere Pro, After Effects, Animation, Color Grading, Video Editing, Video Post Editing, Video Production, Video Services Budget: ₹600 - ₹1500 INR
12-Feb-2026 05:02 GMT
Automation-First Sales System Lead Handling MVP Category: API Development, Automation, CI / CD, Database Management, JavaScript, Node.js, NoSQL Couch & Mongo, PostgreSQL, Software Development, Software Testing Budget: ₹250000 - ₹500000 INR
12-Feb-2026 05:01 GMT
Kit de Autoestudo para Viagens Category: Content Creation, Educational Research, Graphic Design, Instructional Design, Language Tutoring, Logo Design, Photoshop, Video Services Budget: $250 - $750 USD
