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.
Experimental Hip-Hop/Pop Album Mixing Category: Audio Editing, Audio Engineering, Audio Production, Audio Services, Music, Music Management, Music Production, Sound Design Budget: $250 - $750 USD
22-Dec-2025 05:04 GMT
deploynment on seperate vps and paynment integration of paytm Category: Affiliate Marketing, App Development, Branding, Content Marketing, Digital Marketing, Email Marketing, Lead Generation, SEO, Social Media Marketing, Web Development Budget: ₹100 - ₹400 INR
22-Dec-2025 05:03 GMT
Customizing Telegram with Extra Features Category: Android, Flutter, IPhone, Mobile App Development, Node.js, PHP, PostgreSQL, React Native Budget: ₹12500 - ₹37500 INR
22-Dec-2025 05:03 GMT
US Shopify Ads Specialist Category: Advertising, Conversion Rate Optimization, Digital Marketing, Facebook Ads, Google Ads, Marketing Strategy, Shopify, Social Media Marketing Budget: $10 - $50 USD
22-Dec-2025 05:03 GMT
Investor-Ready Business Plan Development Category: Business Analysis, Business Development, Business Plan Writing, Business Plans, Business Strategy, Business Writing, Financial Analysis, Market Research Budget: $15 - $25 USD
Meta Ads Strategy & Monitoring Category: A / B Testing, Advertising, Analytics, Digital Marketing, Facebook Ads, Facebook Marketing, Google Adwords, Instagram Marketing, Internet Marketing, Social Media Marketing Budget: ₹12500 - ₹37500 INR
22-Dec-2025 05:01 GMT
Cinematic Private Video Edit Category: Adobe Premiere Pro, After Effects, Animation, Final Cut Pro, Motion Graphics, Video Editing, Video Post Editing, Video Services Budget: $30 - $250 USD
Full Service E-Commerce Website Category: CSS, Graphic Design, HTML, PHP, UI / User Interface, UX / User Experience, Web Development, Web Design Budget: ₹37500 - ₹75000 INR
22-Dec-2025 04:57 GMT
Animated WHS Video Updates Category: Adobe Premiere Pro, After Effects, Animation, Motion Graphics, Script Writing, Video Editing, Video Services, Voice Over Budget: $250 - $750 AUD
Engineering Product Reveal Video Category: Adobe Premiere Pro, After Effects, Animation, Branding, Video Editing, Video Post Editing, Video Production, Video Services Budget: ₹1500 - ₹12500 INR
22-Dec-2025 04:52 GMT
PDF to JSON Data Extraction - 21/12/2025 23:41 EST Category: API Development, Data Extraction, Data Processing, Documentation, Google App Engine, JavaScript, JSON, Python, Scripting, Software Architecture Budget: $30 - $250 USD
