Nonprofit
New
Published 7 hours ago
Request for Proposals (RFP) - CRM Platform Selection
Remote, Work can be performed from anywhere in the world
Details
Job Type:
Contract / Freelance
Start Date:
September 14, 2026
End Date:
September 28, 2026
Application Deadline:
September 11, 2026
Salary:
Up to USD $7,000 / year
Cause Areas:
Human Rights & Civil Liberties, Community Development
Description
We are seeking an experienced CRM and payment exchange consultant or firm to:
- Assess our organizational needs
- Recommend suitable CRM and payment exchange platforms
- Support selection and implementation planning
The goal is to adopt a CRM that improves donor engagement, operational efficiency, data
integrity, and flexibility around payment processing.
The selected consultant will help us:
- Identify CRM solutions appropriate for a US based nonprofit organization
- Ensure compatibility with multiple payment processors to reduce dependency on a single
provider and support business continuity
- Support receiving online credit card donations and accurately recording offline/check
payments
- Integrate program and event registrations
- Support email communications and segmentation
- Improve reporting and data management
- Streamline financial and donor data in ways that support IRS reporting requirements,
including donation acknowledgments, annual contribution summaries, and audit-ready records
- If possible, identify CRM and payment exchange platforms that can also host and manage
our organization’s public-facing website, including donation forms and program registration
pages
Level of Language Proficiency
English
Location
Remote
Work can be performed from anywhere in the world
Associated Location
4005 Wisconsin Ave, Washington, DC 20016, USA
PO Box 39127
PO Box 39127
Apply to This Job
Instructions:
Resume isn't needed, just the Vendor Proposal.
Vendor Proposal Response Template
Vendors are encouraged to structure proposals using the outline below to facilitate consistent
evaluation.
- Executive Summary
- Brief overview of your firm
- Summary of proposed approach
- Key benefits of your services for this project
- Organizational Profile
- Company background and years in operation
- Size of team and relevant roles
- Experience working with nonprofit organizations (especially small/mid-sized)
- Relevant Experience & Case Studies
- Description of 2–3 similar CRM selection projects
- Client type, scope of work, and outcomes
- References with contact information (optional but preferred)
- Understanding of Our Needs
- Your understanding of our goals and challenges
- Key risks and opportunities you foresee
- How your approach addresses multi-payment processing, IRS reporting, website hosting,
and scalability
- Proposed Methodology & Work Plan
- Discovery and needs assessment process
- CRM research and evaluation approach
- Demo facilitation and decision support
- Deliverables and milestones
- Project Timeline
- Estimated duration
- Key milestones and review points
- Pricing & Budget
- Detailed cost breakdown
- Hourly rates (if applicable)
- Data Security & Compliance
- Confirmation of compliance with data ownership and security requirements
- Description of security practices and standards
- Additional Value
- Any tools, templates, or post-selection support included
- Training or documentation provided
- Assumptions & Dependencies
- Key assumptions made in the proposal
- Client responsibilities or prerequisites
- Signature
- Authorized representative name and title
- Date
