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!
Facebook & Instagram Lead Ads Category: A / B Testing, Facebook Ads, Facebook Marketing, Google Adwords, Instagram Ads, Internet Marketing, Lead Generation, Social Media Marketing Budget: $5000 - $10000 USD
23-Mar-2026 17:04 GMT
Einwöchiger telefonischer Kundensupport auf Deutsch Category: Call Center, CRM, Customer Experience, Customer Service, Customer Support, German Translator, Order Processing, Technical Support, VoIP Budget: $15 - $25 USD
23-Mar-2026 17:03 GMT
Commission-Based POS System Sales Representative Category: Account Management, Advertising, Android, B2B Marketing, Business Development, Mobile App Development, Point Of Sale, Retail Sales, Sales, Telemarketing Budget: ₹12500 - ₹37500 INR
23-Mar-2026 17:03 GMT
Examiner Academy Digital Marketing Category: Content Creation, Content Strategy, Digital Marketing, Google Adwords, Growth Hacking, Instagram Ads, Instagram Marketing, Internet Marketing, Social Media Management, Social Media Marketing Budget: ₹1500 - ₹12500 INR
Amazon Bulk CSV Upload Support Category: Amazon, Amazon Web Services, Data Entry, Data Management, Data Processing, Excel, Google Sheets, Inventory Management Budget: £10 - £20 GBP
Large Realistic Wood Sculpture Category: 3D Animation, 3D Modelling, 3D Rendering, 3ds Max, Art Consulting, Art Installation, Creative Design, Sculpture Budget: $750 - $1500 USD
23-Mar-2026 16:59 GMT
Marine Parts & Service Website Category: CSS, Database Management, HTML, JavaScript, MySQL, PHP, Web Development, Web Design, WooCommerce, WordPress Budget: $750 - $1500 USD
23-Mar-2026 16:59 GMT
GoFundMe Promotion via Social Media Campaigns Category: Digital Marketing, Facebook Marketing, Influencer Marketing, Internet Marketing, Marketing, Marketing Strategy, Project Management, Public Relations, Social Media Management, Social Media Marketing Budget: $30 - $250 USD
23-Mar-2026 16:58 GMT
Floor Land Impulse Theme Category: Conversion Rate Optimization, HTML5, JavaScript, SEO, SEO Auditing, Shopify, Shopify Development, White Hat SEO Budget: £250 - £750 GBP
Digital Products & Therapy Booking Category: HTML, Payment Gateway Integration, PHP, Shopify, Web Development, Web Design Budget: £20 - £250 GBP
23-Mar-2026 16:56 GMT
Quick AutoCAD 3D Product Model Category: 3D CAD, 3D Design, 3D Drafting, 3D Modelling, 3D Printing, AutoCAD, CAD / CAM, Solidworks Budget: $10 - $30 USD
