Constituent Relationship Management (CRM) Tool
Overview
Settle Signals
Market intelligence for public sector sales teams
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SUMMARY
KEY REQUIREMENTS
TIMELINE
RFP Released: September 28th, 2026
Pre-Proposal Meeting: October 5th, 2026
Deadline for Questions: October 12th, 2026
City to Post Responses: October 16th, 2026
Proposal Submission Deadline: November 6th, 2026
Respondent Demo(s): November 16th–20th, 2026
Final Respondent Selection: December 11th, 2026
Anticipated Selection Notification: December 18th–22nd, 2026
QUESTION DEADLINE
CONTACTS
Primary procurement contact — name, title, email, and phone
Additional decision-makers and their departments
Issuing Agency
City Of Rochester
DESCRIPTION
The issuing organization seeks a constituent relationship management (CRM) tool that establishes a single, authoritative, 360-degree constituent profile. The solution should consolidate service requests, permits, complaints, program participation, communication preferences, demographic information, and contact details across all constituent touchpoints.
The CRM must integrate constituent data across multiple City departments, including Environmental Services, Finance, and Neighborhoods and Business Development functions such as permits, code enforcement, and Neighborhoods Service Centres. It should modernize communication management by tracking phone, email, in-person, and web portal interactions; managing standardized response templates; triggering follow-up notifications; and integrating existing platforms such as Constant Contact.
The solution should also support personalized and proactive outreach, service recommendations, configurable workflows, communication-preference management, and structured feedback and satisfaction tracking. Case-management capabilities must enable cross-departmental issue and service-request tracking, escalation protocols, collaboration, monitoring, and compliance reporting. A pre-proposal meeting is scheduled for October 5, 2026, and questions must be submitted by October 12, 2026.
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Frequently asked questions
- When is the submission deadline?
- Submissions are due November 6, 2026. Questions must be submitted by October 12, 2026.
- Who issued this RFP?
- It was issued by City Of Rochester. The work is located in Rochester, New York, United States.
- Who is a good fit for this opportunity?
- CRM software providers with public-sector or municipal implementation experience
- Firms experienced in cross-departmental data integration and constituent 360-degree profiles
- Specialists in case management, workflow automation, and multichannel communications
- Providers capable of integrating platforms such as Constant Contact
- Companies with experience delivering configurable reporting, escalation, compliance, and feedback-management capabilities
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.