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!
Required HR professional who can manage the full hiring cycle for me Category: Business Development, Digital Marketing, Facebook Ads, Facebook Marketing, Human Resources, Instagram Marketing, Internet Marketing, Lead Generation, Recruitment, Talent Acquisition Budget: ₹600 - ₹1500 INR
Informative Reels Video Editing and youtube videos Category: Adobe Premiere Pro, After Effects, Audio Editing, Color Grading, Content Creation, Video Editing, Video Post Editing, Video Production, Video Services, Visual Effects Budget: ₹1500 - ₹12500 INR
07-Jan-2026 10:55 GMT
Shopify Home Goods Store Setup Category: HTML, SEO, Shopify, Shopify Development, Shopify Templates, Web Design, Web Development Budget: $250 - $750 USD
07-Jan-2026 10:54 GMT
تطوير نظام دفع مخصص وتكامل API مع Uscreen Category: API Integration, Backend Development, Payment Gateway Integration, Payment Processing, Python, SSL Budget: $30 - $250 USD
Cinematic Villa Showcase Video Category: 3D Animation, After Effects, Cinematography, Color Grading, Drone Photography, Video Editing, Video Production, Video Services Budget: ₹5000 - ₹20000 INR
07-Jan-2026 10:52 GMT
20-Second Motion Graphics Product Explainer Category: 2D Animation, 2D Animation Explainer Video, 3D Animation, After Effects, Animation, Storyboard, Video Editing, Video Services Budget: ₹12500 - ₹37500 INR
VBA-Driven Inventory Tracking Workbook Category: Data Analysis, Data Processing, Excel, Excel Macros, Excel VBA, Inventory Management, Visual Basic, Visual Basic For Apps Budget: ₹12500 - ₹37500 INR
07-Jan-2026 10:51 GMT
Lead-Focused Google Ads Revamp Category: Conversion Rate Optimization, Digital Marketing, Google Ads, Google Adwords, Google Analytics, Internet Marketing, PPC Marketing, SEO Budget: ₹1500 - ₹12500 INR
07-Jan-2026 10:50 GMT
WireGuard Setup on Ubuntu VPS Category: Debian, Linux, Network Security, System Admin, System Administration, Ubuntu, VPN, VPS Budget: $10 - $30 USD