A New York community college is seeking a vendor to provide a cloud-based Customer Relationship Management (CRM) platform tailored to the evolving needs of higher education. The solution must ensure compliance with FERPA, HIPAA, GDPR, and WCAG 2.2 Level AA accessibility standards. Key features include configurable dashboards, advanced reporting, analytics, and secure role-based access controls to maintain data security and privacy.

The CRM platform should support the college’s branding requirements, including customizable interfaces, templates, and communications. Integration capabilities are required for Single Sign-On (SSO) using the college’s authentication system, as well as with alumni engagement and donor management tools. The platform must provide mobile-responsive access, mobile or SMS-enabled phone number verification, and web-based forms for event registration, information requests, and applications.

Functional requirements include customizable pipelines to track inquiries, leads, and applicant records, enabling users to define and modify data fields and workflows. The solution should offer predictive analytics and AI-driven insights to promote student success and enrollment. An AI-powered chatbot must be deployed on the college website, capable of real-time responses by crawling site content, interacting with the SIS system via SSO, and accessing uploaded information. Additionally, the platform should support robust data export functions and facilitate real-time, two-way communication with thorough documentation.

Vendors interested in this opportunity must ensure that any inquiries or questions are submitted by March 20, 2026.