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!
Budget Instagram Video Ad Setup -- 3 Category: Advertising, Instagram Ads, Instagram Marketing, Social Media Marketing, Video Ads Budget: $20 - $110 USD
23-Nov-2025 11:00 GMT
Vodenje Instagram in TikTok profilov Category: Brand Management, Content Creation, Content Strategy, Digital Marketing, Instagram Marketing, Social Media Management, Video Editing Budget: €18 - €36 EUR
Google Maps Dermatologist Data Scrape Category: Cartography & Maps, Data Collection, Data Entry, Data Management, Data Processing, Data Scraping, Google Maps API, Web Scraping Budget: ₹1500 - ₹12500 INR
23-Nov-2025 10:52 GMT
High-Impact Sales Copywriter Category: Content Writing, Conversion Rate Optimization, Copywriting, Creative Writing, Email Marketing, Product Descriptions, SEO Writing, Social Media Marketing Budget: ₹750 - ₹1250 INR
23-Nov-2025 10:51 GMT
Digital Product Discount Design -- 2 Category: Branding, Canva, Digital Marketing, Graphic Design, Logo Design, Photoshop, Photoshop Design, Social Media Marketing Budget: $15 - $25 USD
23-Nov-2025 10:51 GMT
10–15-Page Exhibition Website Category: Content Writing, HTML, PHP, SEO, UI / User Interface, Web Design, Web Development, WordPress Budget: $30 - $250 USD
Miracle Morning & Night PPT Creation Category: Branding, Content Creation, Graphic Design, Illustration, Logo Design, Powerpoint, Training Development, Visual Design Budget: ₹600 - ₹1500 INR
23-Nov-2025 10:49 GMT
Bulk WhatsApp Group Invitations Category: Account Management, Data Analysis, Data Entry, Data Management, Excel, PHP, Social Media Management, Software Architecture Budget: $10 - $15 USD