When is the submission deadline?

Submissions are due July 14, 2026. Questions must be submitted by June 23, 2026.

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.

Cloud-Based Contact and Customer Relationship Management SaaS Solution (Due July 14, 2026)

Overview

Business Systems (ERP, CRM & POS)

Detroit, Michigan, United StatesPosted: June 17th, 2026Deadline: July 14th, 2026

Fit Score

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SUMMARY

Seeking a cloud-based CRM SaaS platform to manage Member Partner engagement, track data and communications, and support integration and configurability requirements in Michigan.

KEY REQUIREMENTS

Completion of ten projects within the last five years, three of which must be SaaS projects similar to this RFI
SaaS solution must have been in production at a minimum of ten organizations for a period of 24 months or longer
Must support management and tracking of member partner contact and community data
Must support integration with Microsoft Outlook
Must support single sign-on (SAML/OIDC/OAuth 2.0)
Must provide compliance with SOC2, ISO, OSHA, DOL, and other applicable regulations
Must provide no-code/low-code configuration of fields, forms, and workflows
Must support mobile accessibility
Must be a cloud-hosted software-as-a-service (SaaS) subscription

TIMELINE

Question Due Date: June 23rd, 2026

RFI Due Date: July 14th, 2026

QUESTION DEADLINE

June 23rd, 2026

CONTACTS

Primary procurement contact — name, title, email, and phone

Additional decision-makers and their departments

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Issuing Agency

Great Lakes Water Authority

Organization overview and procurement intelligence available on paid plans.

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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?: Submissions are due July 14, 2026. Questions must be submitted by June 23, 2026.
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.

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