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!
Desktop Or System Engineer - Onsite 1 Day Category: Cisco, Computer Security, Desktop Support, IT Project Management, Network Administration, Network Engineering, System Admin, System Administration, Technical Support, Troubleshooting Budget: ₹750 - ₹1250 INR
04-Feb-2026 05:04 GMT
Sales-Driven Social Media Marketing for Jewellery Brand -- 2 Category: Conversion Rate Optimization, Digital Marketing, Facebook Ads, Facebook Marketing, Google Analytics, Instagram Marketing, Lead Generation, Performance Management, Social Media Marketing, Subtitles & Captions Budget: ₹1500 - ₹12500 INR
04-Feb-2026 05:04 GMT
Student Website With Forum Development Category: Backend Development, CMS, CSS, Frontend Development, HTML, PHP, Web Development, Web Design Budget: ₹12500 - ₹37500 INR
04-Feb-2026 05:03 GMT
Google Sheet Data Entry & Formatting Category: Automation, Data Analysis, Data Entry, Data Management, Data Processing, Excel, Google Sheets, JavaScript, Project Management Budget: $15 - $25 USD
04-Feb-2026 05:03 GMT
Laravel ‑ Amember Supabase Sync Category: API Development, Frontend Development, JavaScript, Laravel, MySQL, PHP, PostgreSQL, Software Architecture, Vue.js, Web Development Budget: $30 - $250 USD
04-Feb-2026 05:01 GMT
AI Social Media Automation Setup Category: AI Content Creation, Automation, Facebook Marketing, Instagram Marketing, Social Media Management, TikTok, YouTube Budget: $10 - $30 USD
04-Feb-2026 05:01 GMT
300-SF Unit Permit Drafting Category: 3D CAD, Architectural Engineering, AutoCAD, Building Architecture, Building Design, CAD / CAM, Drafting, Revit Budget: $250 - $750 USD
One-Minute Promo Video Creation - 03/02/2026 23:45 EST Category: After Effects, Animation, Motion Graphics, Social Media Marketing, Sound Design, Video Ads, Video Editing, Video Post Editing, Video Production, Video Services Budget: ₹750 - ₹1250 INR
04-Feb-2026 04:56 GMT
Speed Up Windows 11 Laptop Category: Computer Repair, Computer Security, Internet Security, Network Administration, Performance Tuning, TeamViewer, Troubleshooting, Web Security Budget: $10 - $30 USD