1001 Freelance Projects -- Set Up Self Hosted CRM

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Today is: 10-May-2025 13:11 GMT

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Project title:	Set Up Self Hosted CRM
Posted by:	External project from PeoplePerHour
Started:	10-Feb-2025 04:45 GMT
Description:	Experience Level: Expert 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. 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. Is This You? 1) Very briefly, which CRM would you choose and why. 2) India / Pakistan based providers not considered for this project. 3) COPY-PASTE and GPT submissions will not be considered. 4) Timely correspondence is key. We always reply in 24 hours or less and are here to make sure you're not waiting. Looking for forward to finding you, get some great CRM solution in place!
Project ID:	3421164
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