A North Dakota agency is seeking a cloud-based Customer Relationship Management (CRM) and reporting software solution to enhance and streamline its economic development efforts. The software will be used by a team of 5 to 7 individuals, including the Economic Development Director and the Senior Director of Community Development. Key functions include managing business retention and expansion (BRE) activities, capturing and nurturing investment leads, and facilitating two-way communication with businesses and partners.

The desired system should offer advanced business and contact management capabilities, allowing tagging and segmentation for efficient data categorization. It must support BRE tracking—such as surveys, visits, and follow-ups—along with lead and opportunity management, email and communication logging, and workflow automation. Additional requirements include customizable data fields and forms, campaign management, and robust correspondence tracking.

The solution should provide customizable dashboards, exportable reports in both PDF and Excel formats, and comprehensive data visualization tools including charts, graphs, and maps. Integration with GIS systems and the agency website, secure cloud hosting (SaaS), and ease of configuration and maintenance are essential. Data migration support and user setup must also be included to ensure a seamless transition for the agency's team.