SW-120845 - USA (Utah) - Custom Customer Relationship Management, Case Management, Reporting and Analytics Platform - Deadline November 5,2026

(1) Vendor needs to provide custom customer relationship management, case management, reporting and analytics platform. – Design, develop, implement and support a custom Customer Relationship Management (CRM), intake, case management, reporting and analytics platform. – Create a unified system that supports client intake, case management, service tracking, referrals, program management, reporting, dashboarding, and cross–program visibility while reducing duplicate data entry and increasing operational efficiency. 1. The desired solution should:• Eliminate duplicate client and household records.• Reduce manual data entry and administrative burden.• Improve data quality and consistency across programs.• Provide a unified client and household view.• Improve referral tracking and service coordination.• Support configurable business processes.• Deliver real–time dashboards and reporting.• Support future automation and AI–driven capabilities.• Create a scalable platform capable of supporting future program growth.2. Functional requirements:• Intake• Client management• Workflow automation• Reporting• Security(2) All the questions must be submitted no later than October 22, 2026.