Cloud-Based Client Program and Customer Relationship Management System

Location:

California, United States

Posted on:

Feb 12, 2026

Deadline:

Mar 13, 2026

Summary:

Seeking a vendor for a cloud-based CRM system with integrations, analytics, and mobile capabilities for California.

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(1) Vendor needs to provide cloud–based client program and customer relationship management system. • Revenue Cycle Management integration • Integrate with Microsoft Entra ID • Secure integrations and exchange client information seamlessly with County and other partner systems • Reporting, analytics, and Power BI integration • Mobile access for field staff • A client portal for self–service • Dashboards & Key Performance Indicators (KPIs) • Barcode/QR code scanning (optional) • E–signature Capability • Staff/Clients access from mobile devices (2) All the questions must be submitted no later than Feb 18, 2026.

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Submit your next proposal, within 48 hours or less

Stay ahead with the latest advancement in proposal automation.

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Submit your next proposal, within 48 hours or less

Stay ahead with the latest advancement in proposal automation.