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!
Shopify Dropshipper & Channel Setup Category: Amazon, API Integration, Dropshipping, Inventory Management, Order Processing, SEO, Shopify, Technical Support Budget: $10 - $30 CAD
10 Nov 2025 11:01 GMT
Paper Records to Excel Category: Data Analysis, Data Cleansing, Data Entry, Data Extraction, Data Management, Data Processing, Excel, Visual Basic Budget: £2 - £5 GBP
10 Nov 2025 11:01 GMT
I Need Testers For Android app Category: Android, Android App Development, Android SDK, Android Studio, Android UI Design, Data Collection, Java, Mobile App Development, Mobile App Testing, Testing / QA Budget: $2 - $8 AUD
10 Nov 2025 11:01 GMT
Modern Service Website Build Category: CMS, Graphic Design, HTML, PHP, User Interface / IA, Web Design, Web Development, WordPress Budget: $30 - $250 USD
Presentasi Pentas Seni Sekolah Category: After Effects, Animation, Creative Writing, Google Slides, Graphic Design, Powerpoint, Video Editing, Visual Design Budget: $250 - $750 USD
10 Nov 2025 10:55 GMT
Shopify Store Redesign & Optimization Category: Conversion Rate Optimization, Graphic Design, HTML, PHP, SEO, Shopify, Web Design, Website Optimization Budget: ₹1500 - ₹12500 INR
