Cloud-Based Economic Development Customer Relationship Management and Reporting Software

Location:

North Dakota, United States

Posted on:

Dec 16, 2025

Deadline:

Jan 7, 2026

Summary:

Seeking a cloud-based CRM and reporting software to support economic development activities, including BRE tracking, lead management, analytics, and integration capabilities for a North Dakota agency.

Get full access to this RFP

Settle helps teams find and win opportunities with AI through RFPs

(1) Vendor needs to provide cloud–based economic development customer relationship management and reporting software.– Provide a cloud–based Customer Relationship Management (CRM) and Reporting Software solution.– This system will support approximately 5–7 users, including the Economic Development Director and team, the Senior Director of Community Development.– Tracking and managing business retention and expansion (BRE) activities.– Capturing and nurturing investment leads.– Enabling two–way communication with businesses and partners.– Allowing tagging and data categorization for effective segmentation and reporting.– Delivering custom dashboards, analytics, and visualization tools.– Providing integration capabilities with GIS systems and the website.– Cloud–based SaaS solution that is secure, configurable, and easy to maintain. • Business and contact management (with tagging and categorization). • BRE tracking (surveys, visits, follow–ups). • Lead and opportunity tracking. • Email and communication logging. • Task management and workflow automation. • Customizable data fields and forms. • Two–way communication tools (email or portal integration). • Correspondence tracking and history. • Campaign and outreach management. • Customizable dashboards. • Exportable reports (PDF, Excel). • Data visualization (charts, graphs, maps). • KPI tracking and analytics. • Data migration and setup.(2) All the questions must be submitted no later than January 5, 2025.

BG

Submit your next proposal, within 48 hours or less

Stay ahead with the latest advancement in proposal automation.

BG

Submit your next proposal, within 48 hours or less

Stay ahead with the latest advancement in proposal automation.

BG

Submit your next proposal, within 48 hours or less

Stay ahead with the latest advancement in proposal automation.