SW-120122 - USA (New York) - Constituent Relationship Management (CRM) Tool - Deadline November 6,2026

(1) Vendor needs to provide constituent relationship management (CRM) tool.– Establish a single, authoritative, 360–degree constituent profile that consolidatesservice requests, permits, complaints, program participation, communication preferences, and demographic or contact information across every touchpoint.– The CRM solution must integrate constituent data across multiple City departments, including Environmental Services (Refuse and Utilities), the Finance Department (tax bills and other receivables), and Neighborhoods and Business Development functions such as Permits, Code Enforcement, and Neighborhoods Service Centres– Modernize Communication Management: Track multi–channel communications (phone, email, in person, web portal), manage templates for standardized responses, trigger notifications for follow up actions, and integrate existing communication platforms such as Constant Contact– Enhance Service Delivery: Enable personalized, proactive outreach and service recommendations, configurable workflows, communication–preference management, and structured feedback and satisfaction tracking.– Support Case Management: Track issues and service requests across departments with escalation protocols, cross–departmental collaboration tools, monitoring, and compliance reporting.(2) A pre–proposal meeting will be held on October 5,2026.(3) All question must be submitted no later than October 12, 2026.