1001 Freelance Projects
Latest Projects from Freelance Marketplaces
Today is: 19-May-2026 12:42 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
Urgent Remote Support for Unifi UI Console - UK-Based Freelancer Needed
Category: Network Administration, Network Engineering, Network Security, Technical Support, Troubleshooting, Wireless, Wireless Network Security Analysis, Wireless Site Survey
Budget: min £36 GBP
19-May-2026
10:03 GMT
Shopify E-Commerce Site Build
Category: ECommerce, HTML, PHP, SEO, Web Development
Budget: ₹12500 - ₹37500 INR
19-May-2026
10:03 GMT
Annual Web & Social Content Management
Category: Blog Writing, Content Writing, Copywriting, Creative Writing, Slogans, Social Media Management, Social Media Marketing, WordPress
Budget: $150 - $200 USD
19-May-2026
10:03 GMT
Email PDF: Graffiti Removal One-Sheet
Category: Adobe Illustrator, Adobe InDesign, Branding, Email Marketing, Graphic Design, Photoshop, Photoshop Design, Print Design, Visual Design, Web Design
Budget: £250 - £750 GBP
19-May-2026
10:01 GMT
Detailed Residential Site Plan Drawing -- 2
Category: 2D Drafting, 3D CAD, AutoCAD, Building Architecture, Building Design, CAD / CAM, Construction Engineering, Home Design, Interior Design, Landscape Design
Budget: $10 - $30 USD
19-May-2026
10:00 GMT
Classic Logo & Hero Design
Category: Branding, Creative Design, Graphic Design, Illustration, Logo Design, Photoshop, Visual Design, Web Design
Budget: $15 - $25 AUD
19-May-2026
09:59 GMT
Realistic 3D Printed Sculpture
Category: 3D Animation, 3D Art, 3D Design, 3D Graphic Design, 3D Modelling, 3D Printing, 3D Rendering, 3ds Max
Budget: $200 - $600 USD
19-May-2026
09:59 GMT
Executive Chairman Scorecard Template
Category: Business Analysis, Business Writing, Finance, Financial Analysis, Microsoft Word, Powerpoint, Strategic Planning, Word
Budget: $30 - $250 USD
19-May-2026
09:57 GMT
Vectorize Designs & Build Font
Category: Adobe Illustrator, Affinity Designer, Graphic Design, Logo Design, Photoshop, SVG, T Shirts, Vector Design
Budget: ₹1500 - ₹12500 INR
19-May-2026
09:57 GMT
Classical Lobby & Basin 3D
Category: 3D Animation, 3D Design, 3D Modelling, 3D Rendering, 3D Visualization, 3ds Max, SketchUp, V Ray
Budget: ₹600 - ₹1500 INR
19-May-2026
09:57 GMT
Premium Website Overhaul & Engagement Boost
Category: Figma, Graphic Design, HTML, PHP, UI / User Interface, UX / User Experience, Web Design
Budget: ₹1500 - ₹3000 INR
19-May-2026
09:56 GMT
Futuristic Esports Jersey Design
Category: 3D Design, Photoshop, Branding, Color Grading, Digital Art, Graphic Design, Icon Design, Logo Design, Sports Design
Budget: ₹600 - ₹1500 INR
19-May-2026
09:56 GMT
React & Next.js Developer Needed | Long-Term Full-Stack Web App Opportunity for new Freelancers
Category: AngularJS, Frontend Development, Full Stack Development, GraphQL, JavaScript, Next.js, Node.js, REST API, Test Automation, Web Development
Budget: $250 - $750 USD
19-May-2026
09:55 GMT
Hiring Freelancers for Outsourced Projects
Category: Admin Support, Content Writing, Customer Support, Data Entry, Data Management, Marketing, SEO, Social Media Management, Social Media Marketing, Virtual Assistant
Budget: $250 - $750 USD
19-May-2026
09:55 GMT
Luxury Brand Identity for Marketing Agency
Category: Branding, Content Creation, Graphic Design, Illustration, Logo Design, Photoshop, Social Media Management, Web Design
Budget: $10 - $30 AUD
19-May-2026
09:54 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