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!
3D AI Cartoon Video Editor Category: 3D Animation, 3D Graphic Design, 3D Modelling, 3D Rendering, After Effects, Animation, Motion Graphics, Video Editing Budget: ₹600 - ₹1500 INR
01-Jun-2026 16:03 GMT
Dynamic Modeling of Information in Distributed Systems Category: Data Analysis, Data Modeling, Data Science, Distributed Systems, Mathematics, R Programming Language, SPSS Statistics, Statistical Analysis, Statistical Modeling, Statistics Budget: $30 - $250 USD
01-Jun-2026 16:01 GMT
Integrate PawaPay Gateway Category: API Integration, Full Stack Development, HTML, JavaScript, MySQL, Payment Gateway Integration, PHP, REST API Budget: £10 - £15 GBP
Simple City Model in 3DS Max Category: 3D Animation, 3D Architecture, 3D Design, 3D Graphic Design, 3D Modelling, 3D Rendering, 3D Studio Max, 3ds Max Budget: $30 - $250 USD
Romantic 2D Animated Music Video Category: 2D Animation, 2D Animation Explainer Video, 3D Animation, Adobe Animate, After Effects, Animation, Arabic Translator, Character Illustration, Video Services Budget: $250 - $750 USD
Word Document Formatting Overhaul Category: Editing, Format And Layout, PDF, Proofreading, Typography, Visual Design, Word, Word Processing Budget: $30 - $250 USD
01-Jun-2026 15:56 GMT
3D-Print CAD for Bike Nose Cone Category: 3D CAD, 3D Modelling, 3D Print Design, 3D Printing, AutoCAD, Blender, CAD / CAM, Fusion 360, Product Design, Solidworks Budget: £20 - £250 GBP
01-Jun-2026 15:55 GMT
Weekend Database Invoice Entry Category: Accounting, Data Analysis, Data Processing, Database Management, Excel, Microsoft Access Budget: ₹12500 - ₹37500 INR
