Web-Based Constituent Relationship Management Solution

A higher education institution in Wyoming is seeking proposals for a comprehensive, web-based Constituent Relationship Management (CRM) solution powered by advanced AI capabilities. The desired CRM system should support the entire student lifecycle, from initial prospecting through graduation and ongoing engagement, with robust tools and automation to facilitate enrollment management and personalized communications.

Key requirements include seamless integration with the institution’s Student Information System (SIS), as well as advanced multichannel communication features such as email, SMS/text, postal mail, and two-way texting. The CRM should provide intelligent automation, shared notes, follow-up reminders, and campaign management, all accessible to authorized users across various departments. AI-driven features, including GPT-style writing assistance and a chatbot for automated student engagement and inquiry routing, are essential to enhance both incoming and outgoing communications.

The system must support recruitment efforts for a range of student populations—such as dual enrollment, technical programs, transfer students, and continuing education—and offer detailed reporting, analytics, and customizable dashboards. Additionally, case management and advising features, call center functionality, and web-based editors for creating personalized landing pages and content are required. The initial contract period will be for one year, with all questions regarding the RFP due by February 12, 2026.