Cloud-Based Customer Relationship Management (CRM) System
Overview
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SUMMARY
KEY REQUIREMENTS
CONTRACT DURATION
TIMELINE
Questions due: September 11th, 2026
Proposals due: September 18th, 2026
Virtual interviews (tentative): September 28th, 2026 – October 9th, 2026
Board of Education final approval (expected): October 27th, 2026
Software solution start date: November 1st, 2026
QUESTION DEADLINE
CONTACTS
Primary procurement contact — name, title, email, and phone
Additional decision-makers and their departments
Issuing Agency
Jordan School District
DESCRIPTION
The organization seeks a vendor to provide and implement a cloud-based customer relationship management (CRM) system to replace its current NonProfitEasy platform. The solution should centralize donor management, fundraising campaigns, grant tracking, volunteer management, event management, reporting, and communications while integrating with existing financial and productivity systems.
The CRM should minimize manual processes and improve donor stewardship, fundraising effectiveness, reporting, analysis, and operational efficiency. It must support tracking cash donations, in-kind gifts, grants, employee payroll deductions, and fee payments. Vendors must provide a detailed narrative describing their ability to migrate historical data from NonProfitEasy.
The engagement is expected to include software licenses, implementation, configuration, data migration, documentation, technical support, ongoing maintenance, and future software updates. The contract period will be one year. Questions must be submitted by September 11, 2026, and proposals are due by September 18, 2026.
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Frequently asked questions
- When is the submission deadline?
- Submissions are due September 18, 2026. Questions must be submitted by September 11, 2026.
- Who issued this RFP?
- It was issued by Jordan School District. The work is located in West Jordan, Utah, United States.
- Who is a good fit for this opportunity?
- CRM software providers with nonprofit-sector experience
- Firms experienced in donor management, fundraising, grant, volunteer, and event systems
- Providers with demonstrated NonProfitEasy data migration and systems integration capabilities
- Companies offering implementation, configuration, training documentation, technical support, and ongoing maintenance
- Vendors with strong reporting, analytics, and cloud platform expertise
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.