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.
Mobile Billiards Aim Module Category: 2D Game Art, Android, Augmented Reality, C#, Programming, Computer Vision, Game Development, IPhone, Mobile App Development, Unity, Unity 3D Budget: $250 - $750 USD
02-Mar-2026 17:04 GMT
Pelatihan Motivasi Menuju Bisnis Sendiri Category: Business Consulting, Business Development, Entrepreneurship, Leadership Development, Life Coaching, Motivational Speaking, Personal Development, Training Development Budget: $2 - $8 USD
Live Betting and content Chat Moderator Category: Chat Operation, Conflict Resolution, Customer Service, Public Speaking, Report Writing, Social Media Management, Technical Support, Video Production Budget: €2 - €6 EUR
02-Mar-2026 17:00 GMT
Senior Python Web Scraping Engineer Small Job Category: Amazon Web Services, API Development, Data Collection, Data Management, Data Mining, Data Processing, Data Scraping, Python, Web Scraping Budget: $10 - $30 USD
02-Mar-2026 17:00 GMT
Mobile & Web app Screen Design (Figma) Category: Figma, Graphic Design, HTML, Logo Design, UI / User Interface, Vector Design, Web Design Budget: $10 - $30 USD
Asistente Virtual Academia de Fútbol Category: Admin Support, Customer Service, Data Entry, Excel, Google Sheets, Time Management, Virtual Assistant, Web Search Budget: $2 - $8 USD
GST/TDS Structure for AC Marketplace Category: Accounting, Business Consulting, Financial Consulting, Personal Income Tax, Tax Compliance, Tax Law, Tax Management Consulting Budget: ₹12500 - ₹37500 INR
02-Mar-2026 16:58 GMT
Bag Removal Video Cleanup Category: Adobe Premiere Pro, After Effects, Audio Editing, DaVinci Resolve, Final Cut Pro, Video Editing, Video Post Editing, Video Processing, Video Production, Video Services Budget: $30 - $250 USD
