Cloud-Based Customer Relationship Management Platform
Location:
Posted on:
Feb 18, 2026
Deadline:
Mar 20, 2026
Summary:
Seeking a cloud-based CRM platform for a New York community college, including analytics, AI chatbot, and compliance with FERPA, HIPAA, and related standards.
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Vendor needs to provide cloud–based customer relationship management platform. • Cloud–based Customer Relationship Management (CRM) platform that can be configured for evolving community college needs and is compliant with FERPA, WCAG 2.2 Level AA, HIPAA, and GDPR • Include configurable dashboards, reports, and analytics to enable data–driven decision–making. • Provide secure, role–based access controls to ensure appropriate data security and privacy. • Enable personalized brand configuration, allowing the College to align system interfaces, templates, and communications with institutional branding standards. • Provide Single Sign–On (SSO) via the College’s authentication system to streamline user access. • Incorporate mobile or SMS–enabled phone number verification to maintain accurate contact information. • Mobile application or mobile–responsive access for staff and students. • Supporting web–based forms for event registration, information requests, and applications. • Managing inquiries, leads, and applicant records through customizable pipelines. • Integration with alumni engagement and donor management systems. • Allow users to define and modify data fields and workflows to support evolving institutional processes. • Predictive analytics and AI–driven insights to support student success and enrollment. • Provide an AI–powered chatbot that resides on the college’s website and can provide real–time answers by crawling the website, interacting with the SIS (utilizing SSO), and accessing manually uploaded information. • Data export functionality to support institutional research and compliance reporting. • Real–time, two–way communication that is documented and preserved. All the questions must be submitted no later than March 20, 2026.
