Cloud-Based Customer Relationship Management System

The buyer seeks a vendor to provide and implement a scalable, secure, cloud-based Customer Relationship Management (CRM) solution. The scope requires a turnkey implementation that encompasses discovery, requirements validation, solution design, configuration, data migration and cleansing, integrations, testing and user acceptance testing, training, change and adoption support, deployment, hypercare, documentation, knowledge transfer, and ongoing support. This solution must consolidate fragmented marketing, communications, relationship management, intake, fundraising, and reporting processes, while supporting separate data access, permissions, workflows, communications preferences, consent, and reporting. To qualify, the bidder must be an onshore Canadian organization performing the work offsite. The buyer requires all questions by September 21, 2026, and accepts digital submissions via email or online. The buyer seeks proposals to establish the budget. Interested vendors must pay an additional fee to obtain the main RFP document.