Cloud-Based Customer Relationship Management (CRM) System

The buyer requires a cloud-based Customer Relationship Management (CRM) system to replace its current NonProfitEasy platform. The requested scope includes software licenses, implementation, configuration, data migration, documentation, technical support, ongoing maintenance, and future software updates. The buyer needs a user-friendly platform that centralizes donor management, fundraising campaigns, grant tracking, volunteer management, event management, reporting, and communications. The system must integrate with existing financial and productivity systems, minimize manual processes, and track cash donations, in-kind gifts, grants, employee payroll deductions, and fee payments. Only USA onshore organizations are eligible to apply, and contractors will perform the work offsite. The buyer seeks proposals to determine the budget and will execute a contract for a one-year period. Bidders must submit a detailed narrative explaining their ability to migrate historical data from NonProfitEasy to the new platform. All questions require submission no later than September 11, 2026.