Customer Relationship Management System
Overview
Fit Score
Settle Intelligence
Settle helps teams find, evaluate, and respond to public RFPs. We continuously surface new opportunities, score them against your company strengths, and draft proposal responses so you can focus on the work that wins business.
SUMMARY
KEY REQUIREMENTS
TIMELINE
Issue Date of RFI: March 6th, 2026
Deadline for Questions: March 19th, 2026
Deadline for Addenda: March 24th, 2026
Submission Deadline: March 27th, 2026
QUESTION DEADLINE
Issuing Agency
Regional Municipality of Niagara
Organization overview and procurement intelligence available on paid plans.
DESCRIPTION
An organization in Ontario, Canada, is requesting information for a comprehensive customer relationship management (CRM) system. The proposed solution should provide all core and standard CRM functionalities, support phased deployment from foundational CRM components through advanced workflows, analytics, and AI capabilities, and offer a robust knowledge base with integration options for existing knowledge repositories such as Confluence.
Key requirements include field service management, service order tracking, automatic tagging with retention categories, customizable workflows, workflow automation, and predictive routing. The system must integrate with various existing platforms and support development of integrations with API-enabled GIS, asset management, and work management platforms. Additional features should include geo-tagging, a customer portal for both inquiries and service requests (supporting both authenticated and unauthenticated users), self-service capabilities with AI chatbot or virtual agent support, automated security triggers, delegate functionality, and secure handling of Freedom of Information requests.
The CRM should enable jurisdiction ownership flagging and automated record reassignment, cross-organization visibility with permission controls, dashboards, custom reporting, and analytics. The web interface must be mobile-friendly and fully accessible for all users.
Source attribution
This Settle analysis is based on the issuing organization’s public RFP listing.