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!
Video Editing & Creation Specialist Category: Adobe Premiere Pro, After Effects, Animation, Final Cut Pro, Motion Graphics, Sound Design, Video Editing, Video Production Budget: $10 - $30 AUD
06-May-2026 04:03 GMT
Recreate Scanned Tables in Excel Category: Data Analysis, Data Entry, Data Management, Data Processing, Excel, Image Processing, OCR, PDF, Proofreading, Word Budget: $10 - $30 USD
06-May-2026 04:01 GMT
Advance Hunter & Range's Exposure and Sales Category: Affiliate Marketing, ECommerce, Influencer Marketing, Internet Marketing, Sales, SEO, Shopify, Twitter Budget: $10 - $50 AUD
06-May-2026 04:00 GMT
Multi-Platform Canva Social Graphics Category: Branding, Canva, CRM, Funnel, GoHighLevel, Graphic Design, Logo Design, Social Media Marketing, Visual Design, Web Design Budget: $15 - $25 USD
Flood Risk Zone Modelling and Risk Assessment Category: Civil Engineering, Data Analysis, Data Visualization, Environmental Engineering, Geographical Information System (GIS), Report Writing, Risk Assessment, Risk Management, Technical Writing, Urban Planning Budget: $30 - $250 NZD
06-May-2026 03:55 GMT
Google Play Console Publish (Testing + Live) Category: Android, Android App Development, App Store Optimization, Mobile App Development, Mobile App Testing, Software Testing, Testing / QA, Website Testing Budget: ₹600 - ₹1500 INR
06-May-2026 03:54 GMT
Modern Innovative Logo Needed Category: Adobe Illustrator, Photoshop, Creative Design, Graphic Design, Illustration, Logo Design, Vector Design Budget: $10 - $30 USD
06-May-2026 03:52 GMT
Transforming AI Labels into Appealing Graphics Category: Adobe Illustrator, AI Art Creation, AI Content Creation, AI Content Editing, AI Design, AI Graphic Design, Graphic Design, Illustration, Logo Design, Photoshop Budget: €30 - €250 EUR
06-May-2026 03:51 GMT
Minimalistic Excavation Business Logo Category: Branding, Corporate Identity, Creative Design, Design, Graphic Design, Illustration, Logo Design, Photoshop, Typography, Visual Design Budget: $250 - $750 AUD
06-May-2026 03:50 GMT
Database to Excel Data Entry Category: Data Analysis, Data Cleansing, Data Entry, Data Management, Data Processing, Database Management, Excel, Microsoft Access Budget: ₹750 - ₹1250 INR
06-May-2026 03:50 GMT
AI-Powered Healthcare App Development Category: AI Chatbot Development, AI Development, AI Model Development, Android, Data Science, Graphic Design, IPhone, Logo Design Budget: $15 - $25 USD
06-May-2026 03:49 GMT
Amazon USA Brand Approval Service Category: Amazon, Amazon FBA, Amazon Listings Optimization, Amazon Product Launch Budget: $30 - $250 USD
06-May-2026 03:48 GMT
Advanced ANPR Tech SDK Development -- 2 Category: Android, C, Programming, C++, Computer Vision, Deep Learning, Mobile App Development, OCR, Python Budget: ₹12500 - ₹37500 INR
