RFP for Economic Development Customer Relationship Management (CRM) and Reporting Software

Location: North Dakota
Posted: Jan 6, 2026
Due: Jan 9, 2026
Agency: City of West Fargo
Type of Government: State & Local
Category:
  • 70 - General Purpose Information Technology Equipment (including software).
  • D - Automatic Data Processing and Telecommunication Services
Publication URL: To access bid details, please log in.
Bid Title: RFP for Economic Development Customer Relationship Management (CRM) and Reporting Software
Category: City of West Fargo RFP
Status: Open
Description:

The City of West Fargo Economic Development Department is seeking proposals from qualified vendors to provide a cloud-based Customer Relationship Management (CRM) and Reporting Software solution. This initiative aims to strengthen the City’s economic development operations through improved tracking of business retention and expansion (BRE) efforts, investment lead management, and enhanced data-driven decision-making. The system should empower staff to more effectively communicate with local businesses, investors, and partners while providing real-time insights into West Fargo’s business climate. We invite your organization to submit a proposal detailing how your software solution and implementation approach can meet these needs. The City is committed to identifying a long-term technology partner that can deliver a user-friendly, scalable, and secure CRM platform aligned with our mission to promote sustainable economic growth. We appreciate your interest in working with the City of West Fargo and look forward to reviewing your proposal.

The City of West Fargo is issuing this Request for Proposals (RFP) to acquire a cloud-based CRM and Reporting Software solution designed to streamline and modernize the City’s economic development processes. This system will support approximately 5–7 users, including the Economic Development Director and team, the Senior Director of Community Development, and members of the City Planning Department. Key project goals include:

1. Tracking and managing business retention and expansion (BRE) activities.

2. Capturing and nurturing investment leads.

3. Enabling two-way communication with businesses and partners.

4. Allowing tagging and data categorization for effective segmentation and reporting.

5. Delivering custom dashboards, analytics, and visualization tools.

6. Providing integration capabilities with GIS systems and the City’s website.

The City seeks a cloud-based SaaS solution that is secure, configurable, and easy to maintain. Implementation is targeted for Quarter 1 of 2026, with proposals due January 7th, 2026.

Please download the full bid packet for additional details.

Publication Date/Time:
12/12/2025 12:00 AM
Closing Date/Time:
1/9/2026 11:59 PM
Submittal Information:
Submit proposals in PDF format to evan.frisk@WestFargoND.gov with the subject line “RFP – Economic D
Contact Person:
Evan Frisk, Economic Development Coordinator
City of West Fargo Economic Development Department
Email: evan.frisk@westfargond.gov
Phone: 701-893-6027
Download Available:
YES
Related Documents:

Attachment Preview

Request for Proposals:
Economic Development
Customer Relationship Management (CRM)
and Reporting Software
Issue Date: 12/15/2025
Proposal Due Date: January 7th, 2026
Implementation Target: Q1 2026
RFP: City of West Fargo Economic Development CRM Software
Page 1 of 8
COVER LETTER
City of West Fargo, North Dakota
Department of Economic Development
800 4th Avenue East
West Fargo, ND 58078
12/15/2025
Dear Prospective Vendor,
The City of West Fargo Economic Development Department is seeking proposals from qualified
vendors to provide a cloud-based Customer Relationship Management (CRM) and Reporting
Software solution.
This initiative aims to strengthen the City’s economic development operations through improved
tracking of business retention and expansion (BRE) efforts, investment lead management, and
enhanced data-driven decision-making. The system should empower staff to more effectively
communicate with local businesses, investors, and partners while providing real-time insights
into West Fargo’s business climate.
We invite your organization to submit a proposal detailing how your software solution and
implementation approach can meet these needs. The City is committed to identifying a long-
term technology partner that can deliver a user-friendly, scalable, and secure CRM platform
aligned with our mission to promote sustainable economic growth.
We appreciate your interest in working with the City of West Fargo and look forward to
reviewing your proposal.
Sincerely,
Evan Frisk
Economic Development Coordinator
City of West Fargo Economic Development Department
Email: evan.frisk@westfargond.gov
Phone: 701-893-6027
RFP: City of West Fargo Economic Development CRM Software
Page 2 of 8
TABLE OF CONTENTS
SECTION 1: INTRODUCTION…………………………………………………………………………4
SECTION 2: PROJECT OVERVIEW AND SCHEDULE…………………………………..…………5
SECTION 3: SCOPE OF WORK……………………………………………………………..…………6
SECTION 4: PROPOSAL PROCESS……………………………………………………...…...………7
SECTION 5: EVALUATION…………………………………………………………………...…………8
SECTION 6: TERMS AND CONDITIONS………………………………………………...……………8
RFP: City of West Fargo Economic Development CRM Software
Page 3 of 8
1. INTRODUCTION
Section 1.01 Introduction
The City of West Fargo, North Dakota, invites qualified vendors to submit proposals for a
Customer Relationship Management (CRM) and Reporting Software solution to support the
City’s Economic Development Department.
Section 1.02 Background
The City seeks a modern, intuitive CRM platform to enhance business retention and expansion
tracking, investment lead management, communication, and reporting across departments.
Section 1.3 About the City of West Fargo
West Fargo, North Dakota, is a city on the grow, more than doubling in population over the past
20 years. To our 42,000 residents, the City offers an excellent student-oriented school district, a
park district with world-class facilities, and a variety of housing options to meet the needs of
residents of all ages and families of all sizes. The City combines the benefits of small-town living
with the resources and amenities of a large city plus the kind of community spirit unique to the
Midwest!
The City has a strong primary sector business industry centered around agriculture, technology,
and innovation, making the City an up-and-coming hot spot for national and international
commerce, manufacturing, and distribution. As part of a larger metro area, the City is on the
doorstep of North Dakota’s hub for high-quality medical care and research, three universities,
and a multi-modal transportation network spanning air, rail, and two interstates.
This dynamic growth and strategic positioning are supported by a dedicated team of public
servants who ensure the city runs efficiently and continues to thrive. Behind the City’s success
is a commitment to community-focused services that enhance everyday life for residents and
businesses alike.
City staff aim to maintain a high quality of life for residents in a clean, safe, and friendly
community. Along with administrative, community, and development staff, the City includes the
West Fargo Police Department, West Fargo Fire Department, West Fargo Department of Public
Works and Sanitation, and the West Fargo Public Library.
RFP: City of West Fargo Economic Development CRM Software
Page 4 of 8
2. PROJECT OVERVIEW AND SCHEDULE
Section 2.01 Executive Summary
The City of West Fargo is issuing this Request for Proposals (RFP) to acquire a cloud-based
CRM and Reporting Software solution designed to streamline and modernize the City’s
economic development processes.
This system will support approximately 57 users, including the Economic Development
Director and team, the Senior Director of Community Development, and members of the City
Planning Department.
Key project goals include:
1. Tracking and managing business retention and expansion (BRE) activities.
2. Capturing and nurturing investment leads.
3. Enabling two-way communication with businesses and partners.
4. Allowing tagging and data categorization for effective segmentation and reporting.
5. Delivering custom dashboards, analytics, and visualization tools.
6. Providing integration capabilities with GIS systems and the City’s website.
The City seeks a cloud-based SaaS solution that is secure, configurable, and easy to maintain.
Implementation is targeted for Quarter 1 of 2026, with proposals due January 7th, 2026.
Section 2.02 Project Objectives
The objectives of this project are to:
1. Streamline business retention and expansion (BRE) tracking.
2. Improve lead management for investment prospects.
3. Enable two-way communication with businesses and stakeholders.
4. Support data tagging and categorization for better analytics.
5. Deliver customizable dashboards and reports.
6. Integrate with GIS and the City’s website.
7. Ensure secure, cloud-based access and role-based permissions.
RFP: City of West Fargo Economic Development CRM Software
Page 5 of 8
This is the opportunity summary page. It provides an overview of this opportunity and a preview of the attached documentation.
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