Cloud-Based Unified Customer Relationship Management System
Overview
Fit Score
Settle Intelligence
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SUMMARY
KEY REQUIREMENTS
BUDGET
EstimateCONTRACT DURATION
TIMELINE
Request for administrative review due by March 20th, 2026.
Questions due by March 27th, 2026.
Bid response due by April 2nd, 2026.
QUESTION DEADLINE
Issuing Agency
Oklahoma Office of Management & Enterprise Services
Organization overview and procurement intelligence available on paid plans.
DESCRIPTION
The State of Oklahoma is seeking a vendor to develop and implement a unified, cloud-based Customer Relationship Management (CRM) system aimed at transforming and streamlining all aspects of veteran-facing service delivery. The system will centralize case files, maintain detailed activity logs, and store digital documentation for each veteran. All information will be accessible to authorized users, ensuring continuity and accountability throughout the case management process.
The CRM platform must incorporate automated tools to facilitate targeted outreach campaigns, email notifications, and enhanced community engagement. Integrated scheduling tools and an AI-enabled call center are required to improve response times, manage inbound inquiries, and support outbound contact efforts. The solution should also support authorized data sharing and synchronization with other state agencies, reducing redundant data entry and improving overall service access.
Additionally, the platform will offer customizable dashboards, robust data analytics, and comprehensive reporting features designed to aid operational oversight, legislative reporting, and executive-level decision making.
Source attribution
This Settle analysis is based on the issuing organization’s public RFP listing.