HubSpot CRM and Ticketing Platform Implementation and Integration Solution

The County is seeking a vendor to implement, configure, integrate, and support a HubSpot-based Customer Relationship Management (CRM) and ticketing platform. This modern, scalable CRM solution will replace the County's legacy Customer Access Tracking System (CATS), which is a custom-built application. The project aims to centralize constituent data across departments, enable omnichannel communication tracking via phone, email, web, and chat, and implement robust case and ticket lifecycle management. The scope of work covers workflow and service process automation, reporting, dashboards, analytics, and the ability to embed the portal directly into the County website. The selected vendor will also provide go-live planning and execution, along with ongoing system enhancements and optimization services. All performance of the work will occur offsite. Eligible bidders must be onshore USA organizations. The County is looking for proposals to determine the budget and requires digital response submissions via email or online. Bidders must submit all questions regarding this opportunity no later than June 26, 2026.