Cloud-Based Contact and Customer Relationship Management SaaS Solution
Overview
Settle Signals
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SUMMARY
KEY REQUIREMENTS
TIMELINE
Question Due Date: June 23rd, 2026
RFI Due Date: July 14th, 2026
QUESTION DEADLINE
CONTACTS
Primary procurement contact — name, title, email, and phone
Additional decision-makers and their departments
Issuing Agency
Great Lakes Water Authority
DESCRIPTION
The organization is seeking a vendor to provide a cloud-based software-as-a-service (SaaS) solution for contact and customer relationship management (CRM). The system should support diverse customer engagement needs and allow management and tracking of all Member Partner (MP) contact and community data. The platform must offer functionality to view, log, and track selected MP email communications, and enable users to set reminders for MP-related tasks. Integration with Microsoft Outlook is required, as well as the capability for Member Partners to log and track their queries and issues.
The solution should provide operational and leadership reporting, configurable dashboards, and must be mobile-friendly for field use. Administrative users should be able to configure forms, fields, views, and workflows without custom code. The platform needs to support one-time import of MP contact and community data from sources including a Water Automated Meter Reading (WAMR) portal, Excel, and Smartsheet. Available APIs and integration methods should be provided, along with an overview of data structure, management, and scalability. The service must meet defined expectations for hosting, uptime, performance, and service levels, and allow MPs to track issues and requests directly using the system.
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Frequently asked questions
- When is the submission deadline?
- This RFP closed on July 14, 2026 and is no longer accepting submissions.
- Who issued this RFP?
- It was issued by Great Lakes Water Authority. The work is located in Detroit, Michigan, United States.
- Who is a good fit for this opportunity?
- Experienced provider of cloud-based CRM SaaS solutions
- Demonstrated ability to integrate with Microsoft Outlook and provide open APIs
- Track record supporting governmental or membership-based organizations
- Capability to deliver scalable, customizable, and mobile-accessible applications
- Experience with large-scale data imports and CRM deployments
Analysis generated by Settle AI from the source RFP.
RFP Hunter shows what is open. Settle shows what is forming.
Settle pieces together buyer signals, budgets, contract activity, and the sources your team already monitors. See why an opportunity fits and what to do before the RFP posts.