Customer Relationship Management System

The agency is seeking a vendor to provide a customer relationship management system that enhances the ability to combine data from many agency programs, enhancing collaboration and tracking outcomes. This system must manage and track client and partner relationships, business retention visits, and prospect tracking for firm expansions and startup projects. The agency needs to track applications for grants and loans, intake forms, processing status, disbursement processes, compliance, and client surveys. The scope of work covers tracking and reporting aggregate agency program data in a user-friendly format to tell the narrative of agency impact. The system must integrate with communication tools such as Outlook, accommodate language translations through pre-translated documents and native translation services, and allow mobile device usage. The agency requires artificial intelligence insights, GIS map overlays linked to addresses, business card scanning, and a feature for grant program managers to create, update, and manage grant program applications. The selected vendor must perform data migration to the new system and provide training and help tools for users. Eligible bidders must be onshore organizations based in the United States. The performance of the work will be offsite, and bidders can submit responses digitally via email or online. The agency is looking for a proposal to determine the budget for this project. Bidders must submit all questions no later than June 25, 2026.