Customer Relationship Management System

The agency is seeking a vendor to provide a customer relationship management system to combine data from multiple agency programs, enhance collaboration, and track outcomes. The requested system must manage and track client and partner relationships, business retention visits, and prospect tracking for firm expansions and startup projects. Additionally, the platform must track grant and loan applications, intake forms, processing status, disbursement processes, compliance, and client surveys. The scope of work requires the system to track and report aggregate agency program data in a user-friendly format to demonstrate agency impact. The system must integrate with Outlook and other communication tools, accommodate language translations via pre-translated documents and native translation services, and provide artificial intelligence insights. The agency also requires data migration services, user training, help tools, GIS map overlays linked to addresses, business card scanning, mobile device availability, and a feature for grant program managers to create and manage applications that integrate client data. Eligible bidders must be onshore United States organizations. The agency requires all performance of the work to be completed offsite. Bidders may submit their responses digitally via email or online, and the agency is looking for proposals to determine the budget. All questions regarding this opportunity must be submitted no later than June 25, 2026.