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.
Small-Business Financial Help Needed Category: Bookkeeping, Budgeting And Forecasting, Business Analysis, Business Plans, Financial Analysis, Financial Consulting, Financial Planning Budget: $15 - $25 USD
31-Dec-2025 05:03 GMT
Allied Health E-Class Admin Support Category: Canva, Content Creation, CRM, Customer Support, Email Marketing, Social Media Management, Video Editing, Zoom Budget: ₹12500 - ₹37500 INR
31-Dec-2025 05:02 GMT
Simple Community Promo Poster Category: Banner Design, Business Card Design, Graphic Design, Logo Design, Poster Design, Product Descriptions, Product Design Budget: $10 - $30 USD
31-Dec-2025 04:59 GMT
Market Analysis of existing Portfolio in one region Category: Business Analysis, Data Analysis, Data Visualization, Excel, Market Research, Power BI, Report Writing, Research, Research Writing, Statistical Analysis Budget: ₹600 - ₹1500 INR
31-Dec-2025 04:59 GMT
Telecom Search Ads Campaign Category: Advertising, Digital Marketing, Google Ads, Google Adwords, Internet Marketing, Keyword Research, Search Engine Marketing (SEM), SEO Budget: $15 - $25 USD
31-Dec-2025 04:58 GMT
20-Second Product Demo Video Category: After Effects, AI Art Creation, AI Content Creation, AI Image Editing, Animation, Subtitles & Captions, Video Editing, Video Post Editing, Video Production, Video Services Budget: $10 - $30 USD
31-Dec-2025 04:56 GMT
Civil Site Development Plans Category: 3D CAD, 3D Design, 3D Drafting, 3D Modelling, AutoCAD, Building Architecture, CAD / CAM, Civil Engineering, Drafting, Landscaping Budget: $30 - $250 AUD
31-Dec-2025 04:56 GMT
Instagram Caption Writer Needed Category: Article Writing, Blog, Content Creation, Content Writing, Ghostwriting, Instagram Marketing, Social Media Management, Social Media Marketing Budget: ₹400 - ₹750 INR
31-Dec-2025 04:56 GMT
Illustrated Dramatic Fiction Book Cover Category: Adobe Illustrator, Photoshop, Art Consulting, Book Cover Design, Book Design, Graphic Design, Illustration, Typography Budget: ₹600 - ₹1500 INR
31-Dec-2025 04:53 GMT
Professional Tech Product Logo Design Category: Adobe Illustrator, Branding, Graphic Design, Illustration, Logo Design, Photoshop, Typography, Vector Design Budget: ₹750 - ₹1250 INR
31-Dec-2025 04:53 GMT
Softball League Logo Design Category: Adobe Illustrator, Branding, Graphic Design, Illustration, Logo Design, Photoshop, Typography, Vector Design Budget: $10 - $30 USD
31-Dec-2025 04:53 GMT
Microsoft Search Ads Campaign Setup Category: Account Management, Advertising, Digital Marketing, Google Adwords, Internet Marketing, Marketing, PPC Marketing, Search Engine Marketing (SEM) Budget: $30 - $250 USD
