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Request for proposal:
Request for Proposals: CRM licensing and support

2 December 2022

By the present procurement procedure, EIT Urban Mobility is aiming to procure the yearly licensing and support for the company’s Customer Relationship Manager (CRM) software. EIT Urban Mobility uses Citrix’s Podio as its CRM, and the company would like to continue using this toolset.

There are Work Packages (WPs) included in the present request for proposal. Each WP will be invoiced separately. The first one is basically the provisioning of the CRM annual licenses for all EIT Urban Mobility employees. The second WP includes expert support for the procured tool and additional developments and integrations in the CRM that may be required.

•             WP 1: CRM annual licensing for 200 users (*)

•             WP 2: Expert Support and Developments

(*): the number listed is the minimum number of users for year 2022.

Additional users may be required with the corresponding cost increase.

The sections in the below Request for Proposals document will assume Work Packages (WP) 1 and 2 as a whole. The separation of them in two Work Packages responds exclusively to a different internal accounting treatment, as separate invoices will be required.

The CRM that EIT Urban Mobility requires in this procurement process is Citrix’s Podio. Since the company is already using this software there is a clear list of functionalities required from the software. Therefore, the licensing type that will be required is the “Premium” one.

All information, including the detailed scope of work, deliverables, and terms & conditions can be found in the Request for Proposals.

Deadline for submissions: 10 December 2022 at 16:00 Central European Time.

Deadline for submission: