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Customer Relationship Management and Outreach Platform

Overview


Business Systems (ERP, CRM & POS)
Philadelphia, Pennsylvania, United StatesPosted: August 4, 2026Deadline: September 14, 2026

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SUMMARY


A Pennsylvania government authority is seeking a CRM and outreach platform to manage residential data, community engagement, canvassing, communications, events, surveys, and reporting. The solution must support integrations, public-facing forms, list management, data exchange, and continued delivery of existing outreach functions.

KEY REQUIREMENTS


CONTRACT DURATION


12 months

TIMELINE


Issue Request for Proposals: August 4th, 2026

Pre-Proposal Meeting: August 14th, 2026

Deadline for Questions: August 24th, 2026

Response to Questions Posted: August 31st, 2026

Deadline for Receipt of Proposals: September 14th, 2026

Notice of Intent to Contract: October 5th, 2026

Project Start: November 5th, 2026

QUESTION DEADLINE


August 24, 2026

CONTACTS


Primary procurement contact — name, title, email, and phone

Additional decision-makers and their departments

Issuing Agency


City Of Philadelphia

Organization overview and procurement intelligence available on paid plans.
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DESCRIPTION


A government authority in Pennsylvania seeks a vendor to provide a new customer relationship management and outreach platform to support community-based outreach. The platform must collect and analyze residential data, support community data collection and city partnership reporting structures, and track clients and engagements.

Required capabilities include door-to-door canvassing, phone banking, API integration for text banking, event creation and scheduling, attendance tracking, automated email communications, data collection, client list building by indicators, public-facing online forms, survey creation and script building, bulk uploads and exports, and reporting. The new platform is expected to preserve these key functions.

Questions must be submitted by August 24, 2026. A pre-bid meeting is scheduled for August 14, 2026, and proposals are due September 14, 2026.

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Frequently asked questions


When is the submission deadline?
Submissions are due September 14, 2026. Questions must be submitted by August 24, 2026.
Who issued this RFP?
It was issued by City Of Philadelphia. The work is located in Philadelphia, Pennsylvania, United States.
Who is a good fit for this opportunity?
  • CRM and community engagement platform provider
  • Experience supporting government and municipal outreach programs
  • Expertise in canvassing, phone banking, text messaging, email automation, and event management
  • Strong data integration, reporting, survey, forms, import, and export capabilities
  • Demonstrated ability to manage residential and client engagement data securely

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.

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