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!
Penulis Konten Facebook Kreatif Category: Content Creation, Content Writing, Copywriting, Creative Writing, Digital Marketing, Facebook Marketing, Social Media Management, Social Media Marketing Budget: $15 - $25 USD
18-Mar-2026 11:04 GMT
Bimbingan Cerita Fantasi Pendek Category: Conflict Resolution, Creative Writing, Editing, Google Docs, Microsoft Word, Publishing, Writing Tutoring Budget: $250 - $750 USD
Tamil-English Form Filling Category: Copy Typing, Data Entry, Data Management, Data Processing, English Translation, Excel, Google Docs, Microsoft Word, PDF, Typing Budget: $15 - $25 USD
18-Mar-2026 11:00 GMT
Film Set SketchUp Conversion Category: 3D Design, 3D Modelling, 3D Rendering, Architectural Visualization, Building Architecture, Interior Design, SketchUp Budget: £20 - £250 GBP
18-Mar-2026 11:00 GMT
Facebook Brand Awareness Strategy Development -- 2 Category: Article Writing, Brand Management, Content Strategy, Content Writing, Creative Writing, Ghostwriting, Social Media Marketing Budget: ₹1000000 - ₹2500000 INR
Traditional Domestic Help Logo Category: Adobe Illustrator, Branding, Corel Draw, Graphic Design, Illustration, Logo Design, Photoshop, Vector Design Budget: ₹1500 - ₹12500 INR
18-Mar-2026 10:56 GMT
Instagram Motion Graphics Editor Category: Adobe Premiere Pro, After Effects, Kinetic Typography, Motion Graphics, Video Editing, Video Production Budget: ₹600 - ₹1500 INR
18-Mar-2026 10:54 GMT
Podcast Social Content Creation Category: Adobe Premiere Pro, After Effects, Animation, Content Creation, Graphic Design, Social Media Marketing, Video Editing, Video Production Budget: $30 - $250 USD
Versatile Writer-Designer Needed Category: Blog Writing, Content Writing, Copywriting, Digital Marketing, Graphic Design, SEO, Social Media Marketing, Visual Design Budget: $25 - $50 USD
