This repository contains tasks and requests for Customer Success and the Cal-ITP CRM, Hubspot. Customer Success is a Cal-ITP function that provides transit agencies with the resources and technical assistance they need to take advantage of Cal-ITP's various services. Typically, this is done through proactive outreach (campaigns) with customers and reactive customer support (support tickets). The CRM is a crucial tool managed and maintained by the Customer Success team. The CRM ensures that the Cal-ITP team has a reliable database of contact information, communication history, workflows, shared inboxes, reports, and more.
This repo aims to track all tasks related to Customer Success. You can find all form templates below to create a new issue. Each issue is assigned an OKR that is tracked in our projects tab to ensure the work being performed by the Customer Success team is in line with the broader goals and mission.
| Template Form | Description |
|---|---|
| Feature Request Form | Add new features for the CRM. |
| New User Request Form | Request CRM access for a new user. |
| Property Request Form | Request a new property in the CRM. |
| Question Request Form | Ask a general question about the CRM. |
| Reporting Request Form | Request a new CRM metric and or report. |
| Deals Pipeline Request Form | Request a new deals pipeline in the CRM. |
| CRM Record Update Form | Request a record update to the CRM (Use Internal Support Pipeline) |
| Cohort request form | Request a transit agency be added to the cohort list |
| Outreach Campaign Request Form | Request the Customer Success team conduct an outreach campaign on a specific subject matter |
| Batch Email Request Form | Request the Customer Success team to send out a batch email to transit agencies or vendors |
Below is the full list of all agencies live, ineligible, and upcoming across all Cal-ITP Products. Currently there are four Cal-ITP products, Open loop payments, Cal-ITP Benefits, GTFS Planning and Scheduling (Remix) and GTFS Realtime (GTFS-RT). For additional details on each products, go to California Mobility Marketplace
Open loop payments: Contactless payments allows riders to pay for transit by simply tapping their contactless bank card or smart device.
Cal-ITP Benefits: Cal-ITP Benefits connects a rider’s reduced fare to their contactless credit/debit card so that they can get their reduced fare when they tap to ride.
Remix: Route planning and scheduling helps streamline transit operations and provide a better transit rider experience through accessible Remix software procurement and access.
GTFS-RT: GTFS-RT allows agencies to provide transit riders with real-time vehicle arrival information.
| Option | Description |
|---|---|
| ✅ (QX 202X) | Denotes agencies live with that product and the quarter the product was launched |
| ❌ | Denotes agencies ineligble to receive Cal-ITP Benetfits, as the provider doesn't offer a discount program |
non-MSA |
Denotes agencies that did not use the State of California Master Service Agreement (MSA) for tap to pay. |
Last updated: 3/09/2026
| Transit provider | Open loop payments | Cal-ITP Benefits | Remix | GTFS-RT |
|---|---|---|---|---|
| Alameda-Contra Costa Transit District (AC Transit) | ✅ non-MSA (Q4 2024) |
❌ | - | - |
| Antelope Valley Transit Authority | ✅ non-MSA (Q2 2026) |
❌ | - | - |
| Arvin Transit (City of Arvin) | - | - | ✅ (Q2 2025) | - |
| Butte County Association of Governments/ Butte Regional Transit | 2027 | 2027. | - | - |
| Calaveras Transit Agency | - | - | - | - |
| Caltrain | ✅ non-MSA (Q4 2024) |
❌ | - | - |
| Capitol Corridor Joint Powers Authority (CCJPA) | ✅ non-MSA (Q2 2023) |
- | - | - |
| Central Contra Costa Transit Authority (County Connection) | ✅ non-MSA (Q4 2024) |
❌ | - | - |
| City of Baldwin Park | ✅ non-MSA (Q2 2026) |
❌ | - | - |
| City of Burbank | ✅ non-MSA (Q2 2026) |
❌ | - | - |
| City of Camarillo | ✅ (Q1 2026) | Q3 2026 | - | - |
| City of Carson | ✅ non-MSA (Q2 2026) |
❌ | - | - |
| City of Compton | ✅ non-MSA (Q2 2026) |
❌ | - | - |
| City of Culver City | ✅ non-MSA (Q2 2026) |
❌ | - | - |
| City of Escalon | - | - | ✅ (Q1 2025) | - |
| City of Fairfield | ✅ non-MSA (Q4 2025) |
❌ | - | - |
| City of Gardena | ✅ non-MSA (Q2 2026) |
❌ | - | - |
| City of Glendale | ✅ non-MSA (Q2 2026) |
❌ | - | - |
| City of Glendora | ✅ non-MSA (Q2 2026) |
❌ | - | - |
| City of Huntington Park | ✅ non-MSA (Q2 2026) |
❌ | - | - |
| City of Lathrop | - | - | ✅ (Q2 2026) | - |
| City of Lawndale | ✅ non-MSA (Q2 2026) |
❌ | - | - |
| City of Montebello | ✅ non-MSA (Q2 2026) |
❌ | - | - |
| City of Monterey Park | ✅ non-MSA (Q2 2026) |
❌ | - | - |
| City of Moorpark | ✅ (Q2 2026) | ❌ | - | - |
| City of Morro Bay | ✅ (Q2 2026) | ✅ (Q4 2025) | - | - |
| City of Norwalk | ✅ non-MSA (Q2 2026) |
❌ | - | - |
| City of Ojai | - | - | - | - |
| City of Pasadena | ✅ non-MSA (Q2 2026) |
❌ | - | - |
| City of Petaluma | ✅ non-MSA (Q4 2025) |
❌ | - | - |
| City of Redondo Beach | ✅ non-MSA (Q2 2026) |
❌ | - | - |
| City of Roseville | Q3 2026 | Q3 2026 | - | - |
| City of San Luis Obispo | ✅ (Q2 2026) | ✅ (Q2 2026) | - | - |
| City of Santa Clarita | ✅ non-MSA (Q2 2026) |
❌ | - | - |
| City of Santa Maria | - | - | ✅ (Q1 2025) | - |
| City of Santa Monica | ✅ non-MSA (Q2 2026) |
❌ | - | - |
| City of Santa Rosa | ✅ non-MSA (Q4 2024) |
❌ | - | - |
| City of Simi Valley | Q3 2026 | Q3 2026 | - | - |
| City of Thousand Oaks | Q3 2026 | Q3 2026 | - | - |
| City of Torrance (Torrance Transit) | ✅ non-MSA (Q2 2026) |
❌ | - | - |
| City of Union City | ✅ non-MSA (Q4 2025) |
❌ | - | - |
| City of Vacaville | ✅ non-MSA (Q4 2025) |
❌ | - | - |
| City of Wasco | Q3 2026 | Q3 2026 | - | - |
| Cloverdale Transit | ✅ non-MSA (Q4 2025) |
❌ | - | - |
| County of Kern | - | - | ✅ (Q1 2025) | - |
| County of Los Angeles - Department of Public Works | ✅ non-MSA (Q2 2026) |
❌ | - | |
| County of Nevada | ✅ (Q2 2025) | ✅ (Q1 2025) | ✅ (Q1 2025) | - |
| Dumbarton Bridge Regional Operations Consortium | ✅ non-MSA (Q2 2026) |
❌ | - | - |
| County of Sacramento (SCT Link) | Q3 2026 | Q3 2026 | ✅ (Q1 2025) | 2026 |
| Eastern Contra Costa Transit Authority | ✅ non-MSA (Q4 2025) |
❌ | ✅ (Q1 2026) | - |
| Eastern Sierra Transit Authority | - | - | ✅ (Q2 2026) | - |
| El Dorado Transit Authority | ✅ (Q1 2026) | ✅ (Q1 2026) | ✅ (Q2 2026) | 2026 |
| Foothill Transit | ✅ non-MSA (Q2 2026) |
❌ | - | - |
| Glenn County Transportation Commission | Q4 2026 | - | ✅ (Q4 2025) | - |
| Gold Coast Transit District | Q3 2026 | Q3 2026 | - | - |
| Golden Empire Transit District | Q4 2026 | Q4 2026 | - | - |
| Golden Gate Bridge, Highway & Transportation District | ✅ non-MSA (Q4 2025) |
❌ | - | - |
| Humboldt Transit Authority | ✅ (Q1 2023) | ❌ | ✅ (Q1 2025) | - |
| Imperial County Transportation Commission | 2027 | 2027 | - | Q2 2026 |
| Kings County Area Public Transit Agency | - | - | ✅ (Q1 2026) | - |
| LADOT | ✅ non-MSA (Q2 2026) |
❌ | - | - |
| Lake Transit Authority | ✅ (Q1 2023) | - | ✅ (Q1 2025) | - |
| Lassen Transit Service Agency | - | - | ✅ (Q2 2025) | - |
| Livermore Amador Valley Transit Authority | ✅ non-MSA (Q4 2025) |
❌ | ✅ (Q4 2025) | - |
| Long Beach Transit | ✅ non-MSA (Q2 2026) |
❌ | - | - |
| Los Angeles Metropolitan Transportation Authority | ✅ non-MSA (Q2 2026) |
❌ | - | - |
| Los Angeles World Airports | ✅ non-MSA (Q2 2026) |
❌ | - | - |
| Madera County | 2027 | 2027 | - | - |
| Marin Transit | ✅ non-MSA (Q4 2025) |
❌ | - | - |
| Mendocino Transit Authority | ✅ (Q1 2023) | - | ✅ (Q1 2025) | - |
| Monterey-Salinas Transit | ✅ (Q3 2023) | ✅ (Q4 2021) | ✅ (Q1 2026) | - |
| Mountain Transit (MARTA) | - | - | ✅ (Q1 2025) | - |
| Napa Valley Transportation Authority (NVTA) | ✅ non-MSA (Q4 2025) |
❌ | ✅ (Q1 2026) | - |
| North County Transit District (NCTD) | ✅ non-MSA (Q3 2024) |
❌ | - | - |
| Orange County Transportation Authority | ✅ non-MSA (Q4 2025) |
❌ | - | - |
| Palos Verdes Peninsula Transit Authority | ✅ non-MSA (Q2 2026) |
❌ | - | - |
| Peninsula Corridor Joint Powers Board (Caltrain) | ✅ non-MSA (Q4 2024) |
❌ | - | - |
| Placer County | - | - | - | - |
| Redding Area Bus Authority | ✅ (Q1 2026) | ✅ (Q1 2026) | ✅ (Q1 2025) | - |
| Redwood Coast Transit Authority | ✅ (Q1 2023) | ❌ | ✅ (Q1 2025) | - |
| Sacramento County (SCT Link / South County Transit) | 2027 | 2027 | ✅ (Q1 2025) | 2026 |
| Sacramento Regional Transit District (SacRT) | ✅ (Q1 2025) | ✅ (Q4 2024) | - | - |
| San Benito County Local Transportation Authority | - | - | ✅ (Q1 2025) | - |
| San Diego Metropolitan Transit System (MTS) | ✅ non-MSA (Q3 2024) |
❌ | - | - |
| San Francisco Bay Area Rapid Transit District (BART) | ✅ non-MSA (Q4 2025) |
❌ | - | - |
| San Francisco Bay Area Water Emergency Transportation Authority (WETA) | ✅ non-MSA (Q4 2025) |
❌ | - | - |
| San Francisco MTA (City and County of San Francisco) | ✅ non-MSA (Q4 2024) |
❌ | - | - |
| San Luis Obispo Regional Transit Authority | ✅ (Q2 2026) | ✅ (Q4 2025) | - | - |
| San Mateo County Transit District | ✅ non-MSA (Q4 2025) |
❌ | - | - |
| Santa Barbara County Association of Governments (SBCAG) | ✅ (Q1 2023) | Q3 2026 | ✅ (Q1 2025) | - |
| Santa Barbara Metropolitan Transit District | ✅ (Q4 2023) | ✅ (Q4 2023) | - | - |
| Santa Clara Valley Transportation Authority (VTA) | ✅ non-MSA (Q4 2025) |
❌ | - | - |
| Santa Cruz Metropolitan Transit District (Santa Cruz METRO) | Q3 2026 | Q3 2026 | ✅ (Q4 2025) | - |
| Siskiyou County Transportation Agency | 2027 | 2027 | 2026 | Q3 2026 |
| Solano County Transit (SolTrans) | ✅ non-MSA (Q4 2025) |
❌ | - | - |
| Sonoma County Transit (SC Transit) | ✅ non-MSA (Q4 2025) |
❌ | ✅ (Q1 2026) | - |
| Sonoma-Marin Area Rail Transit | ✅ non-MSA (Q4 2025) |
❌ | - | - |
| Southern California Regional Rail Authority (SCRRA Metrolink) | ✅ (Q2 2026) | ❌ | - | - |
| Stanislaus Regional Transit Authority | 2027 | 2027. | ✅ (Q1 2026) | - |
| Sunline Transit Agency | Q4 2026 | Q4 2026 | ✅ (Q1 2026) | - |
| Transit Joint Powers Authority for Merced County | - | - | ✅ (Q2 2025) | - |
| Trinity County | 2027 | 2027 | ✅ (Q2 2025) | Q3 2026 |
| Tuolumne County Transit Agency (TCTA) | - | - | ✅ (Q3 2025) | - |
| University of California, Davis | - | - | - | ✅ (Q4 2025) |
| Ventura County Transportation Commission (VCTC) | ✅ (Q2 2025) | ✅ (Q4 2025) | ✅ (Q1 2025) | - |
| Western Contra Costa Transit Authority | ✅ non-MSA (Q4 2025) |
❌ | - | - |
| Yolo County Transportation District | Q3 2026 | Q3 2026 | - | - |
| Yuba-Sutter Transit Authority | Q3 2026 | Q3 2026 | - | - |