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!
SEO-Driven Tech Blog Series Category: Article Writing, Blog Writing, Content Marketing, Content Writing, Copywriting, Internet Marketing, Keyword Research, Link Building, Technical Writing Budget: $250 - $750 USD
26-Apr-2026 22:02 GMT
Modern Diagrams for Thought Leadership Models Category: Adobe Creative Cloud, Adobe Illustrator, Branding, Design, Graphic Design, Illustration, Infographics, Logo Design, Photoshop, Visual Design Budget: $250 - $750 AUD
26-Apr-2026 22:02 GMT
Real Estate Social Media Manager Category: Analytics, Content Creation, Digital Marketing, Facebook Marketing, Internet Marketing, Lead Generation, Market Research, Social Media Management, Social Media Marketing, YouTube Budget: $15 - $25 USD
26-Apr-2026 22:01 GMT
Vibrant SMD Award Show Slides Category: 2D Animation, 3D Animation, Adobe Illustrator, Photoshop, Adobe Premiere Pro, Graphic Design, Motion Graphics, Video Editing, Video Services, Videography Budget: $30 - $250 USD
Land Development for Multi-Family Housing Category: Business Analysis, Finance, Financial Analysis, Financial Research, Market Analysis, Real Estate, Risk Assessment, Urban Planning Budget: ₹12500 - ₹37500 INR
26-Apr-2026 21:40 GMT
Spotify Song Promotion Specialist Category: Advertising, Brand Management, Brand Marketing, Content Marketing, Music, Social Media Marketing, Spotify Ads, Twitter, YouTube Budget: ₹1500 - ₹12500 INR
26-Apr-2026 21:39 GMT
High-Detail PLA Parts Printing Category: 3D CAD, 3D Design, 3D Model Maker, 3D Modelling, 3D Printing, Brochure Design, Graphic Design, Photoshop Budget: €30 - €250 EUR
26-Apr-2026 21:39 GMT
HTML-to-Webflow Portfolio Conversion Category: CSS, HTML, HTML5, JavaScript, UI / User Interface, Web Design, Web Development, Webflow Budget: $15 - $25 USD
26-Apr-2026 21:36 GMT
GData Entry Transcription Assistant Category: Copyright, Data Analysis, Data Entry, Data Management, Excel, Google Sheets, JavaScript, PHP, Visual Basic Budget: ₹600 - ₹1500 INR
