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.
Mega-Influencer Lead Gen Campaign Category: Content Strategy, Digital Marketing, Influencer Marketing, Internet Marketing, Lead Generation, Leads, Sales, Social Media Marketing Budget: ₹600 - ₹1500 INR
Lead-Focused Product Copywriting -- 3 Category: Business Writing, Content Writing, Copywriting, Creative Writing, Lead Generation, Marketing, Product Descriptions, SEO Writing Budget: ₹750 - ₹1250 INR
26-Mar-2026 11:01 GMT
Kreativer Social-Media-Marketer gesucht Category: Adobe Illustrator, Photoshop, Content Creation, Facebook Marketing, Graphic Design, Logo Design, Social Media Marketing Budget: €12 - €18 EUR
26-Mar-2026 11:01 GMT
Website with AI Blog & Forum Category: AI Chatbot, AI Content Creation, HTML, PHP, SEO, Web Development, Web Design, WordPress Budget: €30 - €250 EUR
26-Mar-2026 11:01 GMT
Cartoon AI Assistant Animation Category: 2D Animation, AI Animation, AI Design, AI Development, Animation, Illustration, JavaScript, Motion Graphics, Web Animation Budget: €30 - €250 EUR
26-Mar-2026 10:58 GMT
Simple Czech Cooperation Agreement Signing Category: Business Consulting, Consulting, Contract Management, Corporate Law, Czech Translator, English (UK) Translator, English (US) Translator, PDF, Translation, Virtual Assistant Budget: $10 - $40 USD
26-Mar-2026 10:57 GMT
Full-Spectrum Digital Brand Support -- 2 Category: A / B Testing, Advertising, Analytics, Facebook Marketing, Graphic Design, Logo Design, Marketing, Marketing Strategy, Mobile Repair, Web Design Budget: $30 - $250 USD
26-Mar-2026 10:55 GMT
Commercial Building Revit Design -- 2 Category: 3D Modelling, 3D Rendering, Architecture, AutoCAD, Building Architecture, Civil Engineering, Construction Budget: ₹12500 - ₹37500 INR
26-Mar-2026 10:55 GMT
Custom API Product Import Category: API Development, API Integration, Data Entry, Data Management, Data Processing, MySQL, PHP, Software Architecture Budget: $30 - $250 USD
26-Mar-2026 10:54 GMT
Switzerland Pre-Employment Vetting Category: Compliance, Data Analysis, Data Collection, Data Management, Data Protection, Documentation, Project Management, Report Writing, Research, Time Management Budget: $10 - $40 USD
26-Mar-2026 10:54 GMT
IBM DOORS Data Migration Expert Category: Data Processing, Database Management, JSON, Scripting, Software Architecture, Software Engineering, Technical Documentation, XML Budget: €18 - €36 EUR
26-Mar-2026 10:53 GMT
Meta WhatsApp Number Registration Fix Category: Account Management, API Integration, Business Consulting, Business Development, Documentation, Technical Support, Troubleshooting, User Experience Research Budget: $10 - $30 USD
26-Mar-2026 10:52 GMT
Retail Fundraising Specialist for NGO Category: Crowdfunding, Digital Marketing, Email Marketing, Facebook Marketing, Fundraising, Graphic Design, Marketing, Social Media Marketing Budget: ₹12500 - ₹37500 INR
