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.
