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!
US LLC Setup & Cyber Contracts Category: Accounting, Business Consulting, Business Development, Compliance, Contract Management, Legal, Legal Research, Penetration Testing, Tax, Tax Compliance Budget: $250 - $750 USD
03-Jan-2026 17:02 GMT
Civil Engineering 3D AutoCAD Model Category: 3D Design, 3D Drafting, 3D Modelling, 3D Rendering, AutoCAD, Building Architecture, CAD / CAM, Civil Engineering Budget: €8 - €30 EUR
03-Jan-2026 17:02 GMT
Data Entry for Analysis Dataset Category: Data Analysis, Data Cleansing, Data Collection, Data Entry, Data Management, Data Processing, Excel Budget: ₹750 - ₹1250 INR
03-Jan-2026 17:02 GMT
YouTube Cuts & Titles Editor Category: Adobe Premiere Pro, After Effects, DaVinci Resolve, Final Cut Pro, Video Editing, Video Post Editing, Video Production, Video Services, YouTube Video Editing Budget: €8 - €30 EUR
03-Jan-2026 17:01 GMT
Online Resellers for Digital Services Category: Affiliate Marketing, Customer Service, Digital Marketing, Lead Generation, Sales Budget: ₹37500 - ₹75000 INR
Closer a comisión para automatización Category: Business Development, CRM, Digital Marketing, Lead Generation, SaaS, Sales, Sales Management, Sales Promotion Budget: €250 - €750 EUR
03-Jan-2026 17:00 GMT
Organize Paper Documents Systematically Category: Admin Support, Business Consulting, Data Entry, Documentation, Inventory Management, Process Automation, Project Management, Workflow Consulting Budget: $250 - $750 USD
03-Jan-2026 17:00 GMT
Website Redesign & Management Category: Graphic Design, HTML, Mobile App Development, PHP, Web Design, Web Development, Website Management, Website Optimization, WordPress Budget: $15 - $25 USD