CRM / Member integration for an existing Wordpress site
- or -
Post a project like this£150(approx. $188)
- Posted:
- Proposals: 5
- Remote
- #2196284
- OPPORTUNITY
- Expired
Description
Experience Level: Expert
Estimated project duration: 1 - 2 weeks
HI
We have an existing wordpress site (using Avada).
We want to add a CRM to the site but also manage member subscriptions to our organisation.
Essentially we need to be able to:
- Import contacts, define by sector and other categories
- Allow people to sign up and pay to annual memberships to our organisation (they will then have access to member only areas, recurring payments for the membership, reminder emails generated etc etc)
- Us to set up memberships for people (if they have paid pre install of site crm)
- Create emails via dashboard (or link to mailchimp? but needs to be seamless and automated where needed) and send to contacts or members - defined by category / sector / member status etc etc (either members or non members - some will be members and some will just be contacts stored and managed)
Please let me know if this is something you can do for us and what plugins you recommend that can handle all of the above. This is something we will outsource if we feel the person is confident in knowing what to do.
Please do ask any questions.
Please do not send any generic web design emails, we do not need a website created. These will be deleted.
Link to site will only be shared once shortlisted.
Thanks and best
Lesley
We have an existing wordpress site (using Avada).
We want to add a CRM to the site but also manage member subscriptions to our organisation.
Essentially we need to be able to:
- Import contacts, define by sector and other categories
- Allow people to sign up and pay to annual memberships to our organisation (they will then have access to member only areas, recurring payments for the membership, reminder emails generated etc etc)
- Us to set up memberships for people (if they have paid pre install of site crm)
- Create emails via dashboard (or link to mailchimp? but needs to be seamless and automated where needed) and send to contacts or members - defined by category / sector / member status etc etc (either members or non members - some will be members and some will just be contacts stored and managed)
Please let me know if this is something you can do for us and what plugins you recommend that can handle all of the above. This is something we will outsource if we feel the person is confident in knowing what to do.
Please do ask any questions.
Please do not send any generic web design emails, we do not need a website created. These will be deleted.
Link to site will only be shared once shortlisted.
Thanks and best
Lesley
Lesley S.
99% (132)Projects Completed
175
Freelancers worked with
127
Projects awarded
38%
Last project
19 May 2021
United Kingdom
New Proposal
Login to your account and send a proposal now to get this project.
Log inClarification Board Ask a Question
-
Hello Lesley ,
Hope this message finds you well!
could you please share your website link to review ?
Awaiting your response.
Kind Regards,
Henry
731332
We collect cookies to enable the proper functioning and security of our website, and to enhance your experience. By clicking on 'Accept All Cookies', you consent to the use of these cookies. You can change your 'Cookies Settings' at any time. For more information, please read ourCookie Policy
Cookie Settings
Accept All Cookies