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!
Custom Multi-Layer Exploding Box Category: 3D Modelling, Art Installation, Creative Design, Design, Packaging Design Budget: ₹1500 - ₹12500 INR
23-May-2026 15:54 GMT
Napkin Folding Mechanism Design Category: 3D Design, 3D Modelling, 3D Rendering, CAD / CAM, Engineering Drawing, Mechanical Engineering, Prototyping, Solidworks Budget: $750 - $1500 USD
23-May-2026 15:53 GMT
Financial Services Lead Generation Category: Internet Marketing, Lead Generation, Social Media Marketing, Social Networking Budget: $15 - $25 USD
23-May-2026 15:52 GMT
JioMart Promotion Article Series Category: Article Writing, Blog Writing, Content Writing, Copywriting, Product Descriptions, Research Writing, SEO, SEO Writing Budget: ₹600 - ₹1500 INR
23-May-2026 15:50 GMT
Roblox SCP Site Build Category: 3D Design, 3D Modelling, Game Design, Game Development, HTML, JavaScript, PHP, Roblox, Scripting Budget: €30 - €250 EUR
IOS App Data Entry & Profile Setup Category: Data Entry, Data Management, IOS Development, IPhone, Mobile App Development, Mobile App Testing, Mobile Development, Swift Budget: ₹600 - ₹601 INR
23-May-2026 15:47 GMT
Engaging Short-Form Video Editor Category: After Effects, Motion Graphics, Sound Design, Video Editing, Video Post Editing, Video Processing, Video Production, Video Services Budget: ₹12500 - ₹37500 INR
PA Employment History Verification Category: Admin Support, Customer Service, Data Collection, Data Entry, Data Management, Data Processing, Document Checking, Local Job, Photography, Report Writing Budget: $30 - $250 USD
23-May-2026 15:44 GMT
Mobile Game Branding and Promo Content Category: Animation, Branding, Esports, Graphic Design, Illustration, Logo Design, Photoshop, Social Media Marketing, Typography, Video Editing Budget: $30 - $250 USD
