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.
Employment Verification in Turkey Category: Business Analysis, Customer Service, Data Collection, Data Entry, Documentation, Proofreading, Report Writing, Research Budget: $10 - $60 USD
27-Feb-2026 05:04 GMT
Food-Safe Cooling Insert Design Category: 3D CAD, Chemical Engineering, Engineering, Food Safety, Manufacturing Design Budget: $250 - $750 USD
27-Feb-2026 05:04 GMT
AI Image & Short Video Creator (Fashion Concept Execution) Category: After Effects, AI Art Creation, AI Content Creation, AI Graphic Design, AI Image Editing, AI Rendering, Animation, Fashion Design, Graphic Design, Motion Graphics Budget: $10 - $30 CAD
27-Feb-2026 05:03 GMT
Automate AutoCAD Data Extraction Category: AutoCAD, Automation, Data Extraction, Data Processing, Excel, Python, Scripting, Visual Basic Budget: ₹12500 - ₹37500 INR
27-Feb-2026 05:02 GMT
Guiones Virales para Reels Temática Impresión 3D Category: After Effects, Article Writing, Content Writing, Creative Writing, Script Writing, Social Media Marketing, Viral Marketing Budget: $30 - $250 USD
27-Feb-2026 05:02 GMT
CEO Journey Interview Category: Business Analysis, Business Writing, Content Creation, Content Development, Content Writing, Copywriting, Editorial Writing, Interviewing, Journalism, Research Budget: $250 - $750 USD
27-Feb-2026 05:02 GMT
Modern Instagram Reel Video Editing Category: Adobe Premiere Pro, After Effects, Final Cut Pro, Social Media Management, Video Ads, Video Editing, Video Post Editing, Video Processing, Video Production, Video Services Budget: $10 - $11 USD
27-Feb-2026 05:01 GMT
Copy Typing -- 2 Category: Android, Data Entry, Data Management, Data Processing, Excel, Time Management, Typing Budget: ₹12500 - ₹37500 INR
27-Feb-2026 05:01 GMT
Health & Wellness Blog Writer Category: Article Rewriting, Article Writing, Blog, Blog Writing, Blogging, Content Writing, Copywriting, Research Writing, SEO Writing Budget: ₹750 - ₹1250 INR
Minecraft Hindi Video Editor Category: Adobe Premiere Pro, Audio Services, Final Cut Pro, Sound Design, Video Editing, Video Post Editing, Video Production, Video Services Budget: ₹600 - ₹1500 INR
