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!
Website Development Finalization Category: CMS, Graphic Design, HTML, PHP, Web Development, Web Design, Website Management, Website Optimization, Wix Budget: ₹750 - ₹1250 INR
22-Nov-2025 17:04 GMT
SAP ERP Simulation Report Category: Business Analysis, Business Intelligence, Data Analysis, Data Management, Data Visualization, Excel, Project Management, Report Writing, SAP, Technical Writing Budget: $30 - $250 CAD
22-Nov-2025 17:04 GMT
PDF Code Conversion to Word Category: Adobe Acrobat, Microsoft, Microsoft Word, OCR, PDF, Word Budget: $10 - $30 CAD
Live Streaming App With Subscriptions Category: Android, Android App Development, Backend Development, IOS Development, IPhone, Mobile App Development, PHP, WebRTC Budget: ₹12500 - ₹37500 INR
22-Nov-2025 17:01 GMT
Small & narrow teen room makeover Category: Architectural Visualization, Home Design, Home Organization, Interior Design, Interiors Budget: €30 - €250 EUR
22-Nov-2025 17:01 GMT
UK Uber-like App Development Category: Android, Android App Development, IOS Development, IPhone, Kotlin, Mobile App Development, Objective C, Payment Processing Budget: £1500 - £3000 GBP
22-Nov-2025 16:58 GMT
Real Estate Social Ads Manager & Creative Support Category: A / B Testing, Digital Marketing, Facebook Ads, Facebook Marketing, Google Adwords, Graphic Design, Instagram Marketing, Internet Marketing, Lead Generation, Social Media Marketing Budget: €6 - €12 EUR
Breaking the Cycle of Beggary in Ludhiana Category: Copy Typing, Data Entry, Editing, English Spelling, Google Docs, Microsoft Word, Proofreading, Transcription Budget: ₹750 - ₹1250 INR
22-Nov-2025 16:56 GMT
Unity Game project -- 2 Category: 2D Game Art, C#, Programming, Game Development, Game Testing, Game UI, Mobile App Development, Unity, Unity 3D Budget: $250 - $750 USD
