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!
Professional Portfolio Development Category: Business Writing, Content Writing, Copywriting, Creative Writing, Graphic Design, Portfolio Management, User Experience Research, User Interface / IA Budget: ₹100 - ₹400 INR
18 Feb 2026 17:04 GMT
Advanced GA4 + GTM Tracking Setup Category: Conversion Rate Optimization, CSS, Data Analysis, Data Integration, Data Visualization, Documentation, Google Analytics, HTML, JavaScript, Lead Generation Budget: $250 - $750 USD
18 Feb 2026 17:03 GMT
Language Tutor Session Evaluations Category: Admin Support, Documentation, Language Tutoring, Report Writing, Virtual Assistant, Writing Budget: ₹100 - ₹300 INR
Custom Cloud Inventory System Category: Android, AngularJS, API Development, Cloud, Mobile App Development, MySQL, PHP, Web Development Budget: £20 - £250 GBP
18 Feb 2026 17:00 GMT
Excel Sheets / Poker Data Entry Category: Data Analysis, Data Collection, Data Entry, Data Management, Data Processing, Data Visualization, Excel, Visual Basic Budget: $750 - $1500 USD
Image Transcription with Keyword Highlighting Category: Admin Support, Data Entry, Data Processing, Keyword Research, Microsoft Office, Microsoft Word, Typing, Virtual Assistant, Word, Word Processing Budget: $30 - $250 USD
Gestão de Tráfego Multiplataforma Category: Digital Marketing, Google Adwords, Instagram Marketing, Internet Marketing, Search Engine Marketing (SEM), SEO Budget: $10 - $30 USD
18 Feb 2026 16:53 GMT
AI Anime Episode Creation Category: 2D Animation, After Effects, AI Animation, Animation, Color Grading, Pika, Runway, Stable Diffusion, Video Production, Visual Effects Budget: $250 - $750 USD
