1001 Freelance Projects
Latest Projects from Freelance Marketplaces
Today is: 09-Feb-2026 16:45 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
Casual Marketing Agency Reviews
Category: Advertising, Article Writing, Blog Writing, Content Writing, Copywriting, Creative Writing, Marketing, Research
Budget: £20 - £250 GBP
09-Feb-2026
11:01 GMT
Bilingual Consultancy Website + Resource Library
Category: Amazon Web Services, Backend Development, CI / CD, Cloud Security, CMS, Dynamics, Frontend Development, SEO Writing, System Administration, Web Security
Budget: $8 - $15 USD
09-Feb-2026
11:00 GMT
European Investor Database Research
Category: Data Analysis, Data Collection, Data Entry, Database Management, Excel, Lead Generation, Research, Web Search
Budget: €30 - €250 EUR
09-Feb-2026
10:59 GMT
Bengaluru .NET6 & Angular12 Support
Category: .NET, .NET Core, AngularJS, API Development, Git, HTML5, JavaScript, Node.js
Budget: ₹750 - ₹1250 INR
09-Feb-2026
10:59 GMT
B2B Social Media Design and Video Editing
Category: Adobe Creative Suite, B2B Marketing, Content Creation, Graphic Design, Social Media Marketing, Video Editing, Video Production, Video Services
Budget: ₹600 - ₹1500 INR
09-Feb-2026
10:59 GMT
Indian Accent Male Voiceover Artist
Category: Audio Production, Audio Services, Customer Service, Hindi Translator, Voice Acting, Voice Assistance Devices, Voice Over, Voice Talent
Budget: ₹400 - ₹750 INR
09-Feb-2026
10:58 GMT
Metal Rescue Tower Review and Stamp
Category: AutoCAD, Building Engineering, CAD / CAM, Civil Engineering, Construction Engineering, Engineering, Project Management, Safety Consulting
Budget: $250 - $750 USD
09-Feb-2026
10:58 GMT
Databricks Architect for Data Engineering
Category: Architecture, Big Data, Cloud Computing, Data Analytics, Data Architecture, Data Integration, Data Management, Data Processing
Budget: ₹750 - ₹1250 INR
09-Feb-2026
10:57 GMT
ICE Raids: fear as a feature not a bug Community Impact Essay
Category: Article Writing, Content Writing, Essay Writing, Ghostwriting, Immigration Law, Journalism, Non Fiction Writing, Public Relations, Research Writing, Technical Writing
Budget: $250 - $750 USD
09-Feb-2026
10:57 GMT
Bengaluru Informational Web App Development
Category: Django, Frontend Development, JavaScript, Node.js, Python, React.js, REST API, Web Development
Budget: ₹750 - ₹1250 INR
09-Feb-2026
10:55 GMT
Public Consultation Report
Category: Consulting, Data Analysis, Data Collection, Grant Writing, Public Relations, Qualitative Research, Report Writing, Research
Budget: £1500 - £3000 GBP
09-Feb-2026
10:53 GMT
Diseño gráfico para promocionales
Category: Adobe Illustrator, Photoshop, Graphic Design, Illustration, Logo Design, Print Design, Vector Design
Budget: $250 - $750 USD
09-Feb-2026
10:53 GMT
German B1 Classroom Trainer Needed ( madhapur, Hyderabad)
Category: German Translator, German Tutoring, Language Tutoring, Research Writing, Teaching / Lecturing, Translation, Writing
Budget: ₹12500 - ₹37500 INR
09-Feb-2026
10:52 GMT
Vintage Wedding Logo Design
Category: Adobe Illustrator, Branding, Graphic Design, Illustration, Logo Design, Photoshop, Typography, Vector Design
Budget: ₹600 - ₹1500 INR
09-Feb-2026
10:52 GMT
Boost Sales & Marketing Performance - 09/02/2026 04:58 EST
Category: Analytics, Email Marketing, Facebook Marketing, Internet Marketing, Lead Generation, Marketing
Budget: $250 - $750 USD
09-Feb-2026
10:52 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