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.
THIS PROJECT IS JUST FOR RECOMMENDING A SOLUTION. The actual work do set something up will be separate. Basically we're paying you for a sales pitch to tell us why you're the best person to help us set up a CRM. We aren't going to do it ourselves, if your proposal is great, we're hiring you to do it. (not included in this project) ;-)
PLEASE BID ACCORDINGLY. There's no need to pick maximum bid. Ask for what you think you want to be paid to pitch yourself to set up our CRM. If you want hundreds of dollars to read your proposal, we'll definitely consider it - but also offers to propose a CRM and your services at a lesser cost. Again, this project is just to tell us which CRM and why you are the right person to set it up.
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.
Project Scope:
Tell us which CRM we would best use and why. If you were to set this up, what would be the steps involved to install / connect. What type of automation and workflow would result from your CRM recommendation. Cost for you to set it all up. Note we're a 2 person shop and don't have a Fortune 500 budget. ;-)
COPY-PASTE and GPT submissions will not be considered. We know it takes time for you to write an actual response, just as it takes us time to read and evaluate. This platform has a lot of spam offers, help us identify you as a valuable resource.
Jeudy judelyne Instagram Category: Copywriting, CRM, Data Entry, Excel, Lead Generation, Social Media Management, Telemarketing, Telephone Handling Budget: $250 - $750 USD
19 May 2026 16:04 GMT
www.pointant.com Category: Data Entry, Data Processing, Excel, Translation, Web Search Budget: $3000 - $5000 USD
19 May 2026 16:04 GMT
Engaging Toy Commercial Video Creation Category: After Effects, Animation, Content Creation, Social Media Marketing, Video Editing, Video Production, Video Services, Videography Budget: ₹600 - ₹2000 INR
19 May 2026 16:03 GMT
Bulk WhatsApp Marketing Dispatch Category: API Development, Automation, Data Analysis, Digital Marketing, Email Marketing, Lead Generation, Marketing Strategy, Social Media Marketing Budget: $5000 - $10000 USD
Operations Workflow Spreadsheet Automation Category: Automation, Data Analysis, Data Visualization, Excel, Google Sheets, Software Architecture, Visual Basic, Visual Basic For Apps Budget: $250 - $750 USD
19 May 2026 16:00 GMT
Modern Restaurant Elevation Design Category: 3D Graphic Design, 3D Modelling, 3D Rendering, 3D Visualization, Architecture, Building Architecture, Building Design, Interior Design Budget: ₹150000 - ₹250000 INR
19 May 2026 16:00 GMT
Specialist Café Interior Assessment Category: Architectural Engineering, Architecture, Building Architecture, Building Design, Design Optimization, Home Design, Interior Design Budget: $10 - $20 USD
B2B Lead Generation for Construction Industry Category: B2B Marketing, Business Development, Construction, Lead Generation, Market Research, Sales, Sales Management, Sales Promotion Budget: ₹600 - ₹1500 INR
19 May 2026 15:56 GMT
Internal awareness paper on Wiz at CMS Category: Article Writing, Cloud Computing, Cloud Security, Content Writing, Documentation, Ghostwriting, Microsoft Word, Report Writing, Technical Documentation, Technical Writing Budget: $30 - $250 USD
19 May 2026 15:55 GMT
StudyPay Rewards Website MVP Category: CSS, Gamification, HTML, Mobile App Development, PHP, Web Development, Web Design, WordPress Budget: ₹1500 - ₹12500 INR