Customer Relationship Management System

Overview

Business Systems (ERP, CRM & POS)

Kirksville, Missouri, United StatesPosted 13 days agoDeadline: May 28th, 2026

Fit Score

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SUMMARY

RFP seeking a vendor to upgrade and enhance a Slate CRM system, implement AI features, improve UX, and integrate with various platforms for a Missouri-based institution.

KEY REQUIREMENTS

Must have significant higher education experience in design, development, and maintenance of Technolutions Slate CRM systems
Must provide one electronic copy via thumb drive or email
Must maintain comprehensive general liability insurance with minimum limits of $1,000,000 per occurrence and $2,000,000 in aggregate
Must maintain worker's compensation insurance as prescribed by Missouri law
Must provide certificates of insurance naming Truman State University as an additional insured party within 10 days of award notification
Must be registered and in good standing with the Secretary of State of Missouri
Must provide no less than five customer references
Must submit a signed RFP Proposal Certification
Must comply with FERPA and WCAG 2.1 AA accessibility guidelines

BUDGET

Estimate

$150,000 – $500,000

CONTRACT DURATION

72 months

TIMELINE

Proposal submission deadline: May 28th, 2026

Initial contract period: July 1st, 2026 to June 30th, 2027

Strategic portion of system refresh completion: November 1st, 2026

Potential contract end date: June 30th, 2032

Issuing Agency

Truman State University

Organization overview and procurement intelligence available on paid plans.

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DESCRIPTION

A vendor is sought to provide a customer relationship management (CRM) system for an institution in Missouri. The chosen firm will assist with the upgrade and revitalization of the current Slate admission system, ensuring the adoption of best practices and guiding both functional and technical staff through the process. The project also calls for the appropriate implementation of artificial intelligence features.

Additional requirements include enhancing the portal and user experience (UX), creating dashboards, optimizing for email and mobile platforms, and integrating the system with Banner, single sign-on (SSO), and Pathify. The scope also covers optimizing rules and joins, as well as improving the filing structure. The initial contract term will be for one year.

Source attribution

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