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.
Facebook & Instagram Awareness Campaign Category: Content Creation, Digital Marketing, Facebook Marketing, Instagram Marketing, Internet Marketing, Marketing, SEO, Social Media Marketing Budget: $15 - $25 USD
25 Jan 2026 05:04 GMT
Public Space Wallpaper Design Category: Adobe Illustrator, Photoshop, Graphic Design, Illustration, Logo Design, Pattern Design, Print Design, Textile Design, Visual Design Budget: $10 - $30 USD
25 Jan 2026 05:02 GMT
Website Design Refresh & Maintenance Category: Content Management System (CMS), CSS, Graphic Design, HTML, SEO, User Interface / IA, Web Design, Web Development Budget: $30 - $250 AUD
25 Jan 2026 05:00 GMT
Storytime 2d Animator in Hindi -- 2 Category: 2D Animation, 2D Animation Explainer Video, 2D Game Art, 2D Layout, 3D Animation, Adobe Animate, Animation, Caricature & Cartoons, Creative Design, Illustration Budget: ₹12500 - ₹37500 INR
25 Jan 2026 04:58 GMT
Roblox Pistol Creation & Integration Category: 3D Animation, 3D Modelling, ActionScript, Animation, Game Development, Lua, Maya, Roblox Budget: $10 - $30 CAD
25 Jan 2026 04:57 GMT
Amazon Brand Approval Assistance Category: Amazon, Brand Management, Business Consulting, Compliance, Content Strategy, Customer Service, Digital Marketing, Market Research Budget: $30 - $250 USD
25 Jan 2026 04:57 GMT
Kontes Logo Modern Monokrom Category: Adobe Illustrator, Branding, Graphic Design, Illustration, Logo Design, Photoshop, Vector Design, Visual Design Budget: $15 - $25 USD
25 Jan 2026 04:57 GMT
Music Album Multi-Platform Marketing Category: Brand Management, Content Creation, Copywriting, Digital Marketing, Facebook Marketing, Graphic Design, Internet Marketing, Social Media Marketing, Video Editing, YouTube Budget: ₹12500 - ₹37500 INR
25 Jan 2026 04:56 GMT
Edit Foto & Video HD Category: Adobe Lightroom, Photoshop, Adobe Premiere Pro, After Effects, Graphic Design, Photo Editing, Social Media Marketing, Video Editing, Video Production, Video Services Budget: $250 - $750 USD
25 Jan 2026 04:56 GMT
SEO YouTube Titles & Descriptions Category: Article Writing, Content Marketing, Content Writing, Copywriting, Digital Marketing, Keyword Research, SEO, Social Media Marketing Budget: ₹750 - ₹1250 INR
25 Jan 2026 04:54 GMT
Web Scraper GPU Optimization -- 2 Category: CUDA, Data Processing, Java, NumPy, Parallel Processing, Python, Software Architecture, Web Scraping Budget: ₹600 - ₹1500 INR
25 Jan 2026 04:53 GMT
Correct Actress Neck Distortion Category: Adobe Premiere Pro, After Effects, Animation, Video Editing, Video Post Editing, Video Production, Video Services, Visual Effects Budget: $125 - $150 USD
25 Jan 2026 04:53 GMT
Corporate Talking-Head Infographic Animation Category: 2D Animation, After Effects, Animation, Explainer Videos, Graphic Design, Motion Graphics, Video Editing, Video Production, Video Services, Visual Effects Budget: $10 - $30 AUD