Cloud-Based Contact and Customer Relationship Management SaaS Solution

The issuing agency is seeking a cloud-hosted software-as-a-service subscription for contact and customer relationship management. The agency needs to manage and track all Member Partner contact and community data, log and track select email communications, and receive and set reminders for related tasks. The solution must integrate with Microsoft Outlook and allow Member Partners to log and track their own queries, issues, and requests. The scope of work requires reporting and dashboards for operational and leadership use, mobile accessibility or other field-friendly features, and the ability to configure data forms, fields, views, and workflows without custom code. The selected provider must support a one-time import of contact and community data from the Water Automated Meter Reading portal, Excel, and Smartsheet. Bidders must also provide details on available APIs, integration methods, data structure, data management, scalability, hosting, uptime, performance, and service level expectations. Eligibility is restricted to onshore organizations based in the United States. The agency requires all performance of the work to occur offsite. Bidders must submit their proposals digitally via email or online, and the agency is currently looking for proposals to determine the budget. The agency requires all questions regarding this opportunity to be submitted no later than June 23, 2026.