Request for Information - Open-Source Customer Relationship Management (CRM)

The Executive Office of the President (EOP) Office of Administration Information Technology (OAIT) is seeking information from industry to assist with the planning, development, deployment, and support of a new requirement for a Customer Relationship Management (CRM) solution. The CRM solution should be open-source, deployable on-premises, and able to collect, manage, and share business, political, and governmental customer relationship data. The scope of effort includes a recommendation for a software solution and its deployment, including architecture, system requirements, installation, configuration, source system integrations, testing, training, and ongoing support of the proposed solution. Key features of the proposed CRM solution include: • Bulk upload of spreadsheets • Ability to add contacts and interactions • Structured labels and metadata • Simple search and discovery • Dynamic, user-defined dashboards and reports • Export of reports in a structured format OAIT requests that interested parties respond to this RFI with a white paper, describing their capability to meet the requirements outlined in the RFI.