1001 Freelance Projects
Latest Projects from Freelance Marketplaces
Today is: 09-Jun-2026 10:47 GMT
View Project
View this project in detail (Note: you will be redirected to external marketplace)
Project title: Set Up Self Hosted CRM
Posted by: External project from PeoplePerHour
Started: 10-Feb-2025 04:45 GMT
Description: Experience Level: Expert

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!
Project ID: 3421164
Project category:
Project budget:
View this project in detail (Note: you will be redirected to external marketplace)
Last Projects / Browse Projects
  Project Started
Padova Employment History Verification
Category: Customer Service, Data Collection, Documentation, Local Job, Photography, Report Writing, Research, Research Writing, Time Management
Budget: $10 - $60 USD
09-Jun-2026
10:03 GMT
Part-Time Recruitment Consultant Needed
Category: Data Entry, Data Processing, Database Management, Excel, Freelance, Interviewing, Recruitment, Research, Sourcing, Talent Acquisition
Budget: $10 - $30 USD
09-Jun-2026
10:02 GMT
Responsive website API integration -- 2
Category: API Integration, CSS, HTML, JavaScript, React.js, Web Design, Web Development
Budget: ₹1500 - ₹12500 INR
09-Jun-2026
09:59 GMT
Therapy eBook, Quiz & Brand Pack
Category: Adobe InDesign, Branding, Canva, Content Writing, EBook Design, EBooks, Graphic Design, Illustration, Logo Design, PDF
Budget: £20 - £250 GBP
09-Jun-2026
09:58 GMT
Alicloud Event Microsite Infrastructure Setup
Category: Alibaba, Cloud Computing, Cold Fusion, Server, Terraform
Budget: $30 - $250 SGD
09-Jun-2026
09:57 GMT
Sports Betting Analysis & Automation Software
Category: .NET, AI Development, API, Automation, C#, Programming, Data Analysis, Database Design, Desktop Application, Python, Software Development
Budget: $250 - $750 USD
09-Jun-2026
09:56 GMT
Freelance Quantity Surveyor Needed to Create Construction Pricing Plans Similar to Brick & Bolt -- 2
Category: Building Architecture, Business Strategy, Construction Management, Excel, Financial Analysis, Market Research
Budget: ₹1500 - ₹12500 INR
09-Jun-2026
09:55 GMT
Email Customer Support Rep -- 2
Category: Customer Experience, Customer Support, Email Marketing, Time Management, Writing, Zendesk
Budget: ₹12500 - ₹37500 INR
09-Jun-2026
09:54 GMT
Pre Emloyment Vetting Project, Quebec-Canada
Category: Customer Service, Data Entry, Documentation, Human Resources, Local Job, Photography, Recruitment, Report Writing, Research
Budget: $10 - $70 USD
09-Jun-2026
09:52 GMT
Australian Rural Healthcare Essay Needed
Category: Academic Writing, Essay Writing, Public Health, Research, Statistics, Technical Writing
Budget: $250 - $750 AUD
09-Jun-2026
09:51 GMT
results-driven off-page SEO
Category: Content Marketing, Content Strategy, Digital Marketing, Internet Marketing, Link Building, Marketing, SEMrush, SEO, Social Media Management, Social Media Marketing
Budget: $250 - $750 NZD
09-Jun-2026
09:50 GMT
AI Article to Reel System
Category: After Effects, AI Content Creation, AI Development, AI Image To Text, AI Video, Animation, Video Editing, Video Services
Budget: ₹1500 - ₹12500 INR
09-Jun-2026
09:49 GMT
Website PSD & Motion Graphics
Category: Graphic Design, HTML, Motion Graphics, PSD To HTML, Web Application, Web Design, Web Development, Web Hosting
Budget: ₹600 - ₹1500 INR
09-Jun-2026
09:49 GMT
Brand Identity & E-Commerce Website
Category: Adobe Illustrator, Photoshop, Branding, ECommerce, Graphic Design, Logo Design, Web Design
Budget: ₹100 - ₹400 INR
09-Jun-2026
09:48 GMT
Trustworthy Text-Icon Logo Design
Category: Branding, Creative Design, Graphic Design, Icon Design, Illustration, Logo Design, Packaging Design, Photoshop, Typography, Visual Design
Budget: ₹600 - ₹1500 INR
09-Jun-2026
09:47 GMT
Browse All Projects
Projects by Skills ...
Projects for 'android'
Projects for 'ajax'
Projects for 'asp'
Projects for 'aspnet'
Projects for 'cms'
Projects for 'cpp'
Projects for 'csharp'
Projects for 'css'
Projects for 'delphi'
Projects for 'design'
Projects for 'drupal'
Projects for 'excel'
Projects for 'facebook'
Projects for 'flash'
Projects for 'html'
Projects for 'java'
Projects for 'javascript'
Projects for 'joomla'
Projects for 'iphone'
Projects for 'mysql'
Projects for 'photoshop'
Projects for 'php'
Projects for 'python'
Projects for 'ruby'
Projects for 'seo'
Projects for 'sql'
Projects for 'sysadm'
Projects for 'translate'
Projects for 'typing'
Projects for 'twitter'
Projects for 'vbnet'
Projects for 'xml'
Projects for 'wordpress'
Projects for 'writing'
Read RSS feeds ... New!
RSS feed for 'android'
RSS feed for 'ajax'
RSS feed for 'asp'
RSS feed for 'aspnet'
RSS feed for 'cms'
RSS feed for 'cpp'
RSS feed for 'csharp'
RSS feed for 'css'
RSS feed for 'delphi'
RSS feed for 'design'
RSS feed for 'drupal'
RSS feed for 'excel'
RSS feed for 'facebook'
RSS feed for 'flash'
RSS feed for 'html'
RSS feed for 'java'
RSS feed for 'javascript'
RSS feed for 'joomla'
RSS feed for 'iphone'
RSS feed for 'mysql'
RSS feed for 'photoshop'
RSS feed for 'php'
RSS feed for 'python'
RSS feed for 'ruby'
RSS feed for 'seo'
RSS feed for 'sql'
RSS feed for 'sysadm'
RSS feed for 'translate'
RSS feed for 'typing'
RSS feed for 'twitter'
RSS feed for 'vbnet'
RSS feed for 'xml'
RSS feed for 'wordpress'
RSS feed for 'writing'
New!
Проекты на русском
(Projects in Russian)

Short URL:
1001fp.com
Mobile version:
m.1001freelanceprojects.com
Copyright © 2005-2025 1001 Freelance Projects