Custom CRM/Lead Tracker

Categories
Marketing analytics Website development
Skills
web application development sqlite critical thinking bootstrap (front-end framework)
Project scope

What is the main goal for this project?

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.





What tasks will learners need to complete to achieve the project goal?

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