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Custom CRM/Lead Tracker

Open Opened on July 8, 2025
Main contact
ACT By Vidal
ACT By Vidal
Surrey, British Columbia, Canada
Shelley-Anne Vidal
Shelley-Anne Vidal
Owner/Founder
(0)
3
Portals
(1)
View all
Project
Academic experience
40 hours of work total
Learner
Anywhere
Beginner level

Project scope

Categories
Lead generation Community engagement Fundraising Marketing analytics
Skills
web application development sqlite critical thinking bootstrap (front-end framework)
Details

Project Goal:

This project aims to give users an intuitive CRM system for capturing leads, taking notes, scheduling follow-ups, and visually tracking the progress of opportunities, from initial contact to closing. By tailoring the features and interface to a specific workflow or industry, this CRM will be both practical and customizable for real-world use.





Deliverables

Deliverables:

  • A working web app built using Replit
  • A lead capture form to input new contacts
  • A notes and follow-up scheduling system to track interactions
  • A visual status pipeline (e.g., Cold → In Progress → Won/Lost) to manage leads through the sales funnel


Mentorship
Tools and/or resources

Providing access to necessary tools, software, and resources required for project completion.

Regular meetings

Scheduled check-ins to discuss progress, address challenges, and provide feedback.

Supported causes

The global challenges this project addresses, aligning with the United Nations Sustainable Development Goals (SDGs). Learn more about all 17 SDGs here.

Reduced inequalities

About the company

Company
https://www.actbyvidal.com/
Surrey, British Columbia, Canada
0 - 1 employees
Business & management, Education, Hospital, health, wellness & medical, Non-profit, philanthropic & civil society
Representation
Minority-Owned Women-Owned BIPOC-Owned Small Business Social Enterprise
+ 1

Affirming Community Together (ACT) by Vidal is located on the traditional land of the Semiahmoo, Katzie, Kwikwetlem, Kwantlen, Qayqayt, and Tsawwassen First Nations, also known as Surrey, BC. Since 2013, we have worked with nonprofit organizations, corporate organizations, small businesses, and post-secondary institutions, to deliver speaking engagements, training & coaching sessions as well as inclusive community building events. Our mission is to build inclusive spaces, empower communities, and foster meaningful change.

At ACT by Vidal, we are dedicated to:
Inclusive Leadership & Life Coaching: I provide a judgment-free zone for leaders to explore their EDI journey. Through curiosity and metaphor, I empower them to create inclusive environments where everyone can thrive.

Speaking Engagements: With a distinct perspective on leadership and social justice, I sit on panels and deliver engaging talks that promote inclusion and community building, ensuring every participant feels valued.

Equity, Diversity, and Inclusion (EDI) Training: Our dynamic training sessions address the unique challenges organizations face, helping them cultivate environments where all voices are heard and valued.

Phenomenal Black Women Networking & Social: This annual event creates a space for connection, inspiration, and support among Black women, fostering community building and professional growth.

Together, we bring people together through innovative, fun, and engaging sessions that foster deeper connections and lasting change.

Our Mission:​

At Affirming Community Together, we are committed to:
Building inclusive spaces where everyone feels seen, heard, and valued.
Advocating for meaningful change by addressing institutional challenges and fostering authentic connections.
Empowering communities to thrive through clear communication, compassion, and heart-centered leadership.

Our Vision:

Vision Statement for Affirming Community Together (ACT) by Vidal
Empower and inspire leaders to embrace boldness, confidence, care, and compassion.
Cultivate inclusive spaces where every voice is valued and individuals discover their own power.
Foster authentic connections that drive meaningful change through kindness and create a lasting impact on humanity while building more inclusive communities.

Our Motto:
​​
“Empower, inspire, and motivate leaders to move with boldness, confidence, care and compassion”