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!
Clipchamp Tutorial & YouTube Setup Category: Audio Editing, Content Creation, Content Strategy, Copywriting, Video Editing, Video Production, Video Services, YouTube Budget: $15 - $25 USD
27-Apr-2026 22:03 GMT
YouTube Vlog Video Editor Needed Category: Adobe Premiere Pro, After Effects, Audio Editing, Color Grading, Sound Design, Video Editing, Video Production, Video Services Budget: $30 - $250 USD
Marketing Material & Social Growth Category: Content Marketing, Copywriting, Digital Marketing, Graphic Design, Lead Generation, Mailchimp, Newsletters, Social Media Management, Social Media Marketing Budget: $250 - $750 USD
27-Apr-2026 22:02 GMT
iPhone Onboarding via ABM Intune Category: Cloud Computing, IOS Development, IPad, IPhone, IT Project Management, Mobile App Development, Objective C, System Administration Budget: $30 - $250 AUD
27-Apr-2026 22:00 GMT
Analysis, Design, and Implementation Support Category: Business Analysis, Business Consulting, Design, Documentation, Project Management, Software Development, Software Engineering, Technical Writing Budget: ₹10000 - ₹15000 INR
27-Apr-2026 22:00 GMT
Site Institucional com Cartão Digital Category: Database Management, Graphic Design, HTML, MySQL, PHP, Web Development, Web Design, WordPress Budget: €250 - €750 EUR
27-Apr-2026 21:59 GMT
Reposition Work Experience on CV Category: Business Analysis, Content Development, Content Strategy, Editing, Graphic Design, Proofreading, Research Writing, Visual Design Budget: $25 - $50 USD
27-Apr-2026 21:58 GMT
Eviction Notice Creation Category: Data Entry, Legal, Legal Writing, Microsoft Office, Microsoft Word, PDF, Proofreading, Word Budget: $100 - $200 USD
27-Apr-2026 21:57 GMT
Google Search & Instagram Reels Category: Content Creation, Digital Marketing, Instagram Marketing, Internet Marketing, SEO, Social Media Marketing Budget: $30 - $250 USD
Reddit Growth Specialist (Commenting + Post Seeding) Category: Account Management, Content Creation, Content Marketing, Copywriting, Digital Marketing, Facebook Marketing, Internet Marketing, Market Research, Social Media Management, Social Media Marketing Budget: $250 - $750 CAD
27-Apr-2026 21:55 GMT
Theatre Seating Photo Edit Category: 3D Modelling, 3D Rendering, 3ds Max, Digital Art, Graphic Design, Image Processing, Interior Design, Photo Editing, Photoshop, Visual Design Budget: $10 - $30 USD
Urgent Self-Help Book Writer Category: AI Content Writing, AI Development, AI Writing, Book Writing, Content Writing, Editing, Ghostwriting, Technical Writing Budget: $30 - $250 USD