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!
Spotify Music Promotion Campaign Category: Advertising, Digital Marketing, Facebook Marketing, Influencer Marketing, Internet Marketing, Social Media Marketing, Spotify Ads, Twitter Budget: $30 - $250 CAD
18-May-2026 22:02 GMT
Cinematic BookTok Promo Video Category: After Effects, Animation, Color Grading, Content Creation, Social Media Marketing, Video Editing, Video Post Editing, Video Services Budget: $10 - $30 USD
Solar Industry B2B Lead Generation Specialist Category: B2B Marketing, CRM, Data Entry, Data Mining, Email Marketing, Lead Generation, Leads, Python, Web Scraping Budget: $250 - $750 USD
Sito vetrina software minimalista Category: HTML, PHP, UI / User Interface, UX / User Experience, Web Design, Web Development, WordPress Budget: €250 - €750 EUR
18-May-2026 21:51 GMT
Appointment-Focused Lead Site Category: API Development, Backend Development, Frontend Development, Graphic Design, HTML, PHP, Web Development, Web Design Budget: ₹12500 - ₹37500 INR
18-May-2026 21:50 GMT
3D Drifting Logo Animation Category: 3D Animation, 3D Graphic Design, 3D Modelling, After Effects, Animation, Blender, Cinema 4D, Visual Effects Budget: $10 - $30 USD
18-May-2026 21:49 GMT
Video Editor for Structured Company & Portfolio Video -- 2 Category: Adobe Premiere Pro, After Effects, DaVinci Resolve, Motion Graphics, Post Production, Video Editing, Video Post Editing, Video Processing, Video Production, Video Services Budget: ₹600 - ₹2000 INR
