Customer Relationship Management System
Overview
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SUMMARY
DESCRIPTION
The agency seeks a secure, scalable, and fully supported cloud-based Customer Relationship Management (CRM) system to replace its existing platform and improve operational efficiency, reporting, customer engagement, data management, and service delivery. The selected provider will be responsible for supplying software, licensing, implementation, data migration, training, maintenance, technical support, and related professional services, either directly or through authorized implementation partners or subcontractors.
The CRM must integrate with Ellucian Colleague through Ellucian Ethos APIs and institution-approved middleware that leverages Ethos. Required capabilities include credit card payments for fees, events, deposits, and other transactions; unlimited bulk two-way texting; prospective student web engagement tracking; customizable applications for different student types, programs, terms, years, and majors; integrated dashboards; user action tracking and timestamps; automated application and document management; searchable student records; and single sign-on for administrative users through a web portal. The solution must also provide strong protection against hacking and unauthorized access.
Questions must be submitted by September 1, 2026. The contract period will be one year.
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Frequently asked questions
- When is the submission deadline?
- Submissions are due September 22, 2026.
- Who is a good fit for this opportunity?
- Experienced CRM SaaS provider serving higher education or student admissions organizations
- Demonstrated Ellucian Colleague and Ellucian Ethos API integration expertise
- Full-service implementation team capable of data migration, configuration, training, and support
- Strong capabilities in application management, document management, analytics, communications, and online payments
- Proven cloud security, access control, and data protection practices
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.