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!
AI CTF Solver Category: AI Agents, AI Chatbot Development, AI Development, AI Model Development, AI Research, Algorithm, Engineering, Machine Learning (ML), Mathematics, Matlab And Mathematica Budget: £250 - £750 GBP
Remote Part-Time Call Support Category: Admin Support, Communications, Copy Editing, Copy Typing, Copywriting, Data Entry, Email Handling, Phone Support, Time Management, Virtual Assistant Budget: ₹100 - ₹400 INR
19-Apr-2026 04:02 GMT
Digital Marketing Strategist for Lead Generation Category: Content Marketing, Digital Marketing, Google Adwords, Internet Marketing, Lead Generation, SEO, Social Media Marketing, YouTube Budget: $250 - $750 USD
19-Apr-2026 04:02 GMT
Admin Layanan Pelanggan Media Sosial -- 2 Category: Content Creation, Customer Service, Customer Support, Data Analysis, Email Marketing, Social Media Management, Telemarketing Budget: $2 - $8 USD
19-Apr-2026 04:00 GMT
Unique Content Creation for Dog Training Website Category: AI Content Creation, AI Writing, Content Development, Content Writing, Copywriting, Internet Marketing, Link Building, SEO Budget: $30 - $250 USD
Rancang Paket Pelatihan SDM Menarik Category: B2B Marketing, Business Consulting, Content Development, Human Resources, Learning Management Systems (LMS), Marketing Strategy, Proposal Writing, Training Development Budget: $15 - $25 USD
19-Apr-2026 03:53 GMT
International Project Manager for Kuddoland Toys Category: Business Plans, Digital Marketing, Graphic Design, HTML, Marketing, Product Development, Project Management, Web Design Budget: min ₹2500 INR
Comprehensive On-Page & Off-Page SEO Category: Analytics, Content Marketing, Content Strategy, Digital Marketing, Internet Marketing, Keyword Research, Link Building, Search Engine Marketing (SEM), SEO, Website Management Budget: ₹12500 - ₹37500 INR
19-Apr-2026 03:45 GMT
Optimasi Penjualan via Instagram & Facebook Category: Content Creation, Data Entry, Digital Marketing, Facebook Marketing, Instagram Marketing, Internet Marketing, SEO, Social Media Marketing Budget: $15 - $25 USD