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!
Jewelry 3d sketch Category: 3D Animation, 3D CAD, 3D Design, 3D Graphic Design, 3D Illustration, 3D Modelling, 3D Printing, 3D Rendering, 3D Visualization, Product Design Budget: $10 - $150 USD
04-May-2026 16:00 GMT
Google Ads Lead Campaign Category: Advertising, Google Ads, Google Adwords, Keyword Research, Lead Generation Budget: €8 - €12 EUR
04-May-2026 16:00 GMT
Roblox Game Development Category: C, Programming, C++, Game Design, Java, Lua, Roblox, Simulation, Unity 3D Budget: $250 - $750 USD
04-May-2026 15:59 GMT
Build My Second Brain System Category: AI Chatbot, AI Development, AI Model Integration, Content Management System (CMS), Data Integration, Digital Strategy, Project Management, User Experience Research Budget: £10 - £15 GBP
04-May-2026 15:57 GMT
Sports Event Management Mobile App Category: Android, Database Management, Flutter, IPhone, Mobile App Development, PHP, React Native, RESTful API Budget: $250 - $750 USD
04-May-2026 15:53 GMT
Complete My Ecommerce Website Category: Backend Development, CSS, Frontend Development, HTML, JavaScript, Payment Gateway Integration, PHP, Web Development Budget: ₹1500 - ₹12500 INR
Google Form Custom Email Category: API Integration, Automation, Google Chrome, Google Sheets, HTML, JavaScript, PHP, Scripting Budget: $30 - $250 USD
04-May-2026 15:52 GMT
Textured Concrete Fence Column Category: 3D Animation, 3D Modelling, 3D Rendering, 3ds Max, Building Design, Building Engineering, Construction, Construction Management Budget: $250 - $750 USD