Campus Wide Student CRM Solution

The Vendor is required to provide a comprehensive, campus-wide customer relationship management (CRM) system for university.
- Must demonstrate robust, proven functionality for all three areas: (1) Student Recruitment/Admissions, (2) Student Success/Retention, and (3) Student Alumni Relations.
- The system should be able to scale and integrate in order to support university strategic initiatives to enhance engagement and inform data-driven decision-making throughout all stages of the student lifecycle, from prospective students to alumni.
- The system must provide robust tools for managing the student lifecycle, ensuring seamless integration with existing systems, and delivering actionable analytics.
- Student Recruitment:
•    Manage prospective student inquiries from inquiry forms, event registrations, and campus visits.
•    Up to 5 school CRM Admins are anticipated with 40-70 minimal to view-only users.
•    Automate communication workflows via printed mail (including acceptance letters), email, SMS, branding strategies, and possible social media outreach.
•    Provide a customizable application process, including online application forms and decision releases.
•    Included tools for application review, status tracking, and decision-making.
•    Track recruitment metrics and generate custom reports.
•    Handle multiple “types” of student applications, either in a single or multiple instances (e.g., Dual Enrollment, Concurrent Enrollment, Standard Undergraduate, International, Graduate)
•    Support Application Import for state-provided Concurrent Enrollment application
•    Application Life Cycle Tracking: Monitor student admission status from application to acceptance to enrollment with customizable statuses, checklists, and milestones that match different admission processes.
•    Automatic workflow update statuses based on triggers (e.g., transcript received, admissions fees paid, etc.)
•    Support a high-volume of applications and communications — tens of thousands of applications each cycle between all application types and hundreds of thousands of email communications annually.
- Student Retention:
•    Monitors student engagement, attendance, and academic progress.
•    Provides advisors with tools and automated reporting to support student success, with integration capabilities for other student success platforms
•    Integrates with Canvas/LMS to access course engagement and performance data along with SIS (Banner), and advising tools for seamless data integration
•    Delivers personalized communication based on student characteristics (e.g., class standing, student level, bio/demographic details, program of study) via email, text, or app
•    Schedules automated nudges/reminders for key deadlines and resources (e.g., registration, tutoring, FAFSA)
•    Supports multi-channel outreach, segmented by cohort, risk level, or academic milestones
•    Triggers follow-up actions/communication (e.g., emails, task assignments) based on student actions, status changes, or critical academic standing.
•    Offers mobile and web access to to-do lists, forms, resources, and progress checklists
•    Promotes student agency and reduces administrative barriers
•    Enables real-time updates to minimize data silos
•    Up to 3 school CRM Admins are anticipated with 10-30 minimal to view-only users.
•    Provide tools and automated reporting for advisors to support student success and can integrate with other student success platforms
•    Integrate with Canvas/LMS to access course engagement and performance data.
•    Offer personalized communication to enhance student support and outreach based on multiple student characteristics. (Class standing, student level, bio/demographical, program of study, etc.)

- Contract Period/Term: 1 year
- Questions/Inquires Deadline: December 12, 2025