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.
Developed a Windows C[sharp] Advanced Speech Analysis (ASA) engine Category: Android SDK, Audio Processing, C#, Programming, IOS Development, Machine Learning (ML), Natural Language Processing, Software Development, Speech Synthesis, Unity, Windows Desktop Budget: $30 - $250 USD
25-Feb-2026 04:56 GMT
Outdoor Shed Social Media Pages refresh Category: Branding, Content Creation, Graphic Design, Illustration, Infographics, Logo Design, Photoshop, Social Media Management, Social Media Marketing, Visual Design Budget: $25 - $50 AUD
25-Feb-2026 04:56 GMT
AI-Powered No-Code Site Builder Category: AI Development, Graphic Design, HTML, Node.js, PHP, Python, Web Development, Web Design Budget: ₹37500 - ₹75000 INR
25-Feb-2026 04:55 GMT
App Rebrand & UX Overhaul Category: App Design, App Development, Graphic Design, IPhone, UI / User Interface, User Interface / IA, UX / User Experience Budget: $1500 - $3000 USD
25-Feb-2026 04:55 GMT
MMORPG Server Emulator Fix Category: Game Art, Game Design, Game Development, Game Testing, Game UI, MMORPG Budget: $250 - $750 USD
25-Feb-2026 04:54 GMT
Service Promotion Strategy Needed -- 2 Category: Advertising, Brand Management, Content Marketing, Content Writing, Digital Marketing, Internet Marketing, Marketing, Social Media Marketing Budget: ₹12500 - ₹37500 INR
ZX_Universal Mobile Social App Category: Android, Flutter, IOS Development, IPhone, Mobile App Development, PhoneGap, React Native, REST API Budget: $250 - $750 USD
25-Feb-2026 04:49 GMT
Social Media Brand Awareness Campaign Category: Brand Management, Digital Marketing, Facebook Marketing, Instagram Marketing, Social Media Marketing Budget: $15 - $25 USD
25-Feb-2026 04:49 GMT
WordPress Digital Product Funnel -- 2 Category: Digital Marketing, ECommerce, Elementor, Email Marketing, Funnel, Payment Gateway Integration, SEO, Web Design, WooCommerce, WordPress Budget: $30 - $250 USD