Customizable Online Database and CRM Workflow System
Closed October 12, 2026closed · Utah
This bid is for a customizable online database, CRM, and workflow system for a health department in Salt Lake County, Utah.
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What the job is
Platform: An existing configurable solution supporting activities, organizations, and contacts tables, each with up to 200 fields and 5,000 records, relational links, document uploads, and data import/export.
Users: Up to 50 standard users, plus administrator and external partner access; specify licensing rates and minimum commitments for each.
Features: User-configurable workflows, automated notifications, scheduled reports, dashboards, and accessible public forms without paid licenses or logins.
Security and mobile: Configurable access permissions, U.S. data hosting, mobile access with offline collection and synchronization, and the ability to enable HIPAA compliance later.
Implementation: Include configuration, migration from Quickbase, testing, training, documentation, and launch by May 1, 2027.
Pricing: Itemize implementation, migration, training, recurring licenses, storage, support, usage charges, data export, and any additional HIPAA costs. Quote a one-year term with five annual renewal options.