When is the submission deadline?

Submissions are due July 10, 2026. Questions must be submitted by June 25, 2026.

It was issued by Prosper Portland. The work is located in Portland, Oregon, United States.

Who is a good fit for this opportunity?

Demonstrated experience implementing CRM solutions for government or public sector agencies. Expertise in data integration, AI, and GIS map overlay features. Ability to provide training, user support, and data migration services. Proven record of mobile-compatible CRM deployments. Capability to implement workflow features for grant and loan program management.

Customer Relationship Management System (Due July 10, 2026)

Overview

Business Systems (ERP, CRM & POS)

Portland, Oregon, United StatesPosted: June 4th, 2026Deadline: July 10th, 2026

Fit Score

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SUMMARY

Oregon seeks a CRM system to streamline program data integration, relationship management, outcome tracking, grant processes, and provide advanced features such as AI, GIS overlays, and mobile access.

KEY REQUIREMENTS

Must be a legal entity with authority to transact business in Oregon
Must obtain a City of Portland Business License
Must certify as an Equal Employment Opportunity employer
Must provide Commercial off the Shelf (COTS) software delivered as Software as a Service (SaaS)
Must provide post-implementation support for 90 days
Must maintain General Liability insurance of at least $1,000,000 per occurrence and $2,000,000 aggregate
Must maintain Automobile Liability insurance of at least $1,000,000
Must maintain Professional Liability insurance of at least $1,000,000

TIMELINE

Request for Proposals Issued: June 3rd, 2026

Deadline for Questions: June 25th, 2026

Proposals Due: July 10th, 2026

Product Demonstrations: Week of July 20th, 2026

Notice of Intent to Award: August 7th, 2026

Contract Effective Date: August 17th, 2026

Implementation: August - November 2026

QUESTION DEADLINE

June 25th, 2026

Issuing Agency

Prosper Portland

Organization overview and procurement intelligence available on paid plans.

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DESCRIPTION

This RFP seeks a vendor to provide a comprehensive customer relationship management (CRM) system designed to enhance data integration across various agency programs, foster collaboration, and improve the tracking of outcomes related to client and partner relationships. The system must facilitate management of business retention visits, prospect tracking for expansions and startups, as well as robust monitoring of grant and loan applications—including intake, processing, disbursement, compliance, and client surveys.

Key requirements include the ability to report on aggregate agency program data in a user-friendly manner that effectively communicates the agency’s impact. Integration capabilities with communication tools such as Outlook are essential, as is support for language translations through pre-translated documents and native translation services. The CRM must support data migration, provide training and help tools for users, and incorporate artificial intelligence insights and integration.

Additional features should include the ability to input GIS map overlays linked to addresses, business card scanning and uploading, and mobile device compatibility. Grant program managers must be able to manage grant application workflows that leverage integrated client data within the CRM.

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Frequently asked questions

When is the submission deadline?: Submissions are due July 10, 2026. Questions must be submitted by June 25, 2026.
Who issued this RFP?: It was issued by Prosper Portland. The work is located in Portland, Oregon, United States.
Who is a good fit for this opportunity?: Demonstrated experience implementing CRM solutions for government or public sector agencies
Expertise in data integration, AI, and GIS map overlay features
Ability to provide training, user support, and data migration services
Proven record of mobile-compatible CRM deployments
Capability to implement workflow features for grant and loan program management

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