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.
CV Tailoring for Test Engineer Role Category: Career Consulting, Content Strategy, Content Writing, Copywriting, Editing, Proofreading, Technical Writing, Testing / QA Budget: £20 - £250 GBP
10-Dec-2025 11:02 GMT
Shopify Store SEO Specialist Required Category: Analytics, Content Strategy, Digital Marketing, Internet Marketing, Keyword Research, Link Building, Marketing, Page Speed Optimization, SEO, Shopify Budget: $30 - $250 USD
10-Dec-2025 11:02 GMT
WordPress Elementor Specialist Required Category: CSS, Elementor, HTML, PHP, UI / User Interface, UX / User Experience, Web Design, WordPress Budget: $10 - $30 USD
10-Dec-2025 11:02 GMT
Measurements and experimental design Category: Academic Writing, Education & Tutoring, Health Care Management, Moodle, MySQL, PHP, Project Management, Research Writing Budget: $10 - $30 USD
Meta and Google Lead Ads Campaign Category: A / B Testing, Copywriting, Digital Marketing, Facebook Ads, Google Ads, Google Adwords, Instagram Ads, Internet Marketing, Lead Generation, Social Media Marketing Budget: ₹1500 - ₹12500 INR
10-Dec-2025 10:59 GMT
Residential Building 3D Visualization Category: 3D Animation, 3D Design, 3D Modelling, 3D Rendering, 3D Visualization, 3ds Max, Revit, SketchUp Budget: $30 - $250 AUD
10-Dec-2025 10:58 GMT
Virtual Admin & Inbox Support Category: Admin Support, Data Entry, Data Management, Excel, Google Docs, Google Sheets, Research, Virtual Assistant Budget: $30 - $250 USD
10-Dec-2025 10:57 GMT
Fix Critical Bugs in React Native Social App Category: Debugging, IPhone, JavaScript, Mobile App Development, PHP, React Native, React.js, Software Development Budget: €30 - €250 EUR
