Customer Relationship Management Software

Overview

Business Systems (ERP, CRM & POS)

Houston, Texas, United StatesPosted about 2 months agoDeadline: April 21st, 2026

Fit Score

Settle Intelligence

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SUMMARY

Seeking a CRM software solution with AI-driven automation and integration for a nonprofit agency in Texas. The platform must support fundraising, marketing, and development operations, with a four-year contract.

KEY REQUIREMENTS

BUDGET

Estimate

$1,000,000 – $3,000,000

CONTRACT DURATION

60 months

TIMELINE

Request for Proposal (RFP) Available to Public Posted on Website: March 3rd, 2026

Vendor Questions to RFP Due: March 17th, 2026

Agency Answers to Questions Posted on Website: March 31st, 2026

Vendor Proposals Due: April 21st, 2026

Evaluations: April 27th, 2026 through May 8th, 2026

Vendor Demo/Interviews: Week of May 18th, 2026 to May 22nd, 2026

Anticipated Contract Award Date: Week of June 8th, 2026

QUESTION DEADLINE

March 17th, 2026

Issuing Agency

BakerRipley

Organization overview and procurement intelligence available on paid plans.

See Issuer Research

DESCRIPTION

The agency is seeking proposals from vendors to provide a customer relationship management (CRM) software solution. The chosen provider must offer a SaaS-based CRM platform with standard functionalities customized for fundraising, marketing, and development operations within mid- to large-scale nonprofit organizations.

The system should feature robust automation, including AI-driven tools for automating KPI tracking and analyzing donor engagement patterns through customizable dashboards and reports. Integration is critical; the CRM must offer open APIs and support seamless data transfer, particularly for gift funds data with the agency's finance system.

A modern, intuitive user interface is required to facilitate data management and enable comprehensive performance tracking. Additional essential features include an integrated email tool for outreach and campaign management, as well as easy staff access to full donor engagement and giving histories. The initial contract period will be four years.

Source attribution

This Settle analysis is based on the issuing organization’s public RFP listing.