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!
LumiStudy Category: Android, App Design, IOS Development, IPhone, Mobile App Development, Mobile Development, PHP, UI / User Interface Budget: $30 - $250 AUD
17-Jan-2026 22:58 GMT
Rebuild AI Site in WordPress Category: Google Analytics, HTML, PHP, Web Design, Web Development, Website Optimization, WordPress Budget: $250 - $750 USD
17-Jan-2026 22:57 GMT
Website Hero & Logo integration Category: Adobe Illustrator, Photoshop, Banner Design, Graphic Design, Illustration, Logo Design, Web Design Budget: $30 - $250 AUD
Share My Hobby Shop Referral Category: Content Marketing, Digital Marketing, Forum Posting, Internet Marketing, Link Building, Search Engine Marketing (SEM), SEO, Social Media Management Budget: $2 - $8 USD
17-Jan-2026 22:55 GMT
Portfolio Website Design & Development Category: Graphic Design, HTML, SEO, UI / User Interface, UX / User Experience, Web Design, Web Development, WordPress Budget: $30 - $250 AUD
17-Jan-2026 22:55 GMT
Finalize and Launch React Native App Category: API Integration, Backend Development, Bill Of Materials (BOM) Optimization, ChatGPT AI Integration, Expo, GitHub, GPT 4, Mobile App Development, Model Testing & Optimization, React Native Budget: $5 - $15 USD
17-Jan-2026 22:53 GMT
QA tester for Dating App MVp -- 2 Category: A / B Testing, Android, API Testing, Backtesting, Mobile App Testing, Quality And Reliability Testing, Regression Testing, Test Automation, Testing / QA, Usability Testing Budget: $250 - $750 USD
Cinematic Motorcycle GoPro Edit Needed Category: Adobe Premiere Pro, After Effects, Color Grading, DaVinci Resolve, Final Cut Pro, Video Editing, Video Production, Video Services Budget: $30 - $250 USD
17-Jan-2026 22:44 GMT
Bulk Low-Cost Backlink Posts Category: Content Marketing, Digital Marketing, Forum Posting, Internet Marketing, Link Building, Search Engine Marketing (SEM), SEO, Social Media Marketing Budget: $10 - $30 USD
17-Jan-2026 22:43 GMT
Site vitrine WordPress clé-en-main Category: HTML, PHP, Web Design, Web Development, WordPress, WordPress Design, WordPress Plugin Budget: $30 - $250 USD
17-Jan-2026 22:41 GMT
UK Company & Payment Setup Category: Accounting, Business Consulting, Business Development, Business Plans, Compliance, Contracts, Finance, Payment Processing, Startup Consulting, Tax Compliance Budget: $50 - $90 USD
