1001 Freelance Projects
Latest Projects from Freelance Marketplaces
Today is: 12-Dec-2025 04:32 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
2) High-End Photoshop Editing: Face Swap + Full-Body Outfit Render
Category: Photoshop, Digital Art, Graphic Design, Image Processing, Lighting Design, Photo Editing, Photoshop Design, Visual Arts, Visual Effects
Budget: ₹750 - ₹1250 INR
11-Dec-2025
23:04 GMT
Animated Accessible Website Revamp
Category: Accessibility, Animation, CSS, Graphic Design, HTML, HTML5, Next.js, Web Design, Webflow
Budget: $750 - $1500 USD
11-Dec-2025
23:04 GMT
SaaS Strategic Planning Tool Development
Category: Airtable, Automation, Business Strategy, HTML, JavaScript, PHP, SaaS, Webflow, Web Design, Zapier
Budget: $15 - $25 USD
11-Dec-2025
23:04 GMT
Research Paper Marketing Campaign
Category: Advertising, Copywriting, Email Marketing, Internet Marketing, Marketing
Budget: $250 - $750 CAD
11-Dec-2025
23:04 GMT
EuchreOnly Membership Club - Development -- 2
Category: AI Development, API Development, Backend Development, Game Development, Next.js, Node.js, Payment Gateway Integration, Web Development
Budget: $1500 - $3000 CAD
11-Dec-2025
23:03 GMT
Create Wikipedia Page
Category: WIKI, Wikipedia
Budget: $30 - $250 USD
11-Dec-2025
23:01 GMT
Online Marketing Support to Increase Engagement
Category: Data Entry, Email Marketing, Influencer Marketing, SEO, User Interface / IA
Budget: $8 - $15 USD
11-Dec-2025
23:01 GMT
Sheets to Sender.net Email Automation
Category: .NET, API Integration, Automation, C#, Programming, Data Processing, Google Sheets, JavaScript, PHP
Budget: ₹100 - ₹400 INR
11-Dec-2025
23:00 GMT
High-Detail Jurassic Park Explorer Model
Category: 3D Animation, 3D CAD, 3D Graphic Design, 3D Model Maker, 3D Modelling, 3D Rendering, 3D Visualization, 3ds Max
Budget: €30 - €250 EUR
11-Dec-2025
23:00 GMT
Chinook Fuselage Frame CAD Layout
Category: 3D CAD, 3D Modelling, 3D Rendering, AutoCAD, CAD / CAM, CATIA, Fusion 360, Solidworks
Budget: $30 - $250 USD
11-Dec-2025
22:59 GMT
Ersatzverkehrpläne für Bahnstationen
Category: Car Driving, Photography
Budget: €30 - €250 EUR
11-Dec-2025
22:59 GMT
Interactive Contract Template Creation
Category: Adobe Acrobat, Contract Management, Electronic Forms, Graphic Design, Microsoft Word, PDF, Word, Word Processing
Budget: $10 - $30 USD
11-Dec-2025
22:58 GMT
WooCommerce Website Performance Optimization
Category: ECommerce, Magento, Magento 2, Prestashop, SEO, WooCommerce, WordPress Plugin
Budget: £250 - £750 GBP
11-Dec-2025
22:58 GMT
WooCommerce Store Optimization & Performance Enhancement
Category: Magento, Web Development, Website Optimization, WooCommerce, WordPress
Budget: $250 - $750 USD
11-Dec-2025
22:55 GMT
Automatización para Análisis de Grabaciones de Llamadas
Category: API Integration, Audio Processing, Automation, Data Analysis, Data Extraction, Data Processing, Google Sheets, Natural Language Processing
Budget: $250 - $750 USD
11-Dec-2025
22:54 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 © 2005-2024 1001 Freelance Projects