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!
React WhatsApp Cloud API Automation Category: Amazon Web Services, Backend Development, Docker, Frontend Development, JavaScript, Node.js, PHP, REST API Budget: $10 - $30 USD
26-Apr-2026 10:04 GMT
UrbanPlatter---Food-Delivery-App Category: Artificial Neural Network, Backend Development, CSS, Frontend Development, HTML5, Python, Web Application, Web Design, Web Development Budget: ₹12500 - ₹37500 INR
26-Apr-2026 10:04 GMT
Publicación Técnica de Libro en KDP Category: Book Design, Editing, Graphic Design, PDF, Print Design, Proofreading, Publishing, Technical Writing Budget: €30 - €250 EUR
26-Apr-2026 10:04 GMT
Accurate PDF/Excel Data in Access Category: Data Analysis, Data Entry, Data Extraction, Data Integration, Data Management, Data Processing, Database Management, Excel, Microsoft Access, PDF Budget: ₹100 - ₹400 INR
26-Apr-2026 10:02 GMT
Amazon Jewellery Listing & SEO Category: Amazon, Content Writing, Copywriting, Digital Marketing, EBay, Internet Marketing, Keyword Research, Product Descriptions, SEO Budget: ₹12500 - ₹37500 INR
26-Apr-2026 10:01 GMT
Corporate Video Editor Needed Category: Adobe Premiere Pro, After Effects, DaVinci Resolve, Final Cut Pro, Video Editing, Video Post Editing, Video Production, Video Services Budget: ₹600 - ₹1500 INR
26-Apr-2026 09:59 GMT
Instagram Content Creation & Management Category: Photoshop, After Effects, Animation, Content Creation, Graphic Design, Social Media Management, Video Editing, Video Production Budget: ₹600 - ₹1500 INR
26-Apr-2026 09:58 GMT
DQ200 UDS Diagnostic Test Bench Category: Data Analysis, Documentation, Embedded Systems, Microcontroller, Python, Regression Testing, Reverse Engineering, Signal Processing, Software Development, Test Automation Budget: €1500 - €3000 EUR
Full-stack WordPress Development for Arborman Category: Analytics, API Integration, Content Creation, Digital Marketing, Google Analytics, Lead Generation, SEO, Web Design, Web Development, WordPress Budget: $250 - $750 USD
Instagram Reels Video Editor Category: Adobe Premiere Pro, After Effects, CapCut, Final Cut Pro, Video Ads, Video Editing, Video Post Editing, Video Processing, Video Production, Video Services Budget: ₹600 - ₹1500 INR
26-Apr-2026 09:48 GMT
Comprehensive SEO Overhaul Needed Category: Analytics, Content Strategy, Conversion Rate Optimization, Google Analytics, Internet Marketing, Keyword Research, Link Building, SEO Budget: ₹1500 - ₹12500 INR
