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Request for Proposals CRM, programmes and grant management system
Descriptions
Access - the Foundation for Social Investment ("Access") is seeking proposals for the supply, implementation, and ongoing support of a new Customer Relationship Management (CRM), programmes, and grant management system. The system will need to support contact and account management, programmes and grants administration, event and conference management, advocacy and communications, reporting and analytics, and integrate effectively with office productivity and digital marketing tools. Suppliers are asked to propose a suitable software solution, outline their implementation approach (including project management, data migration, training, and risk management), provide licensing and support models, and supply details of relevant experience, staff, references, and indicative costs. Please note that the budget figure given in the notice is a lower limit, and we have not indicated a higher limit. However we will consider Value for Money as a key shortlisting criteria. Responses must be submitted in Word and PDF format to info@access-si.org.uk by 09:00 on 29 September 2025. Full requirements and instructions are provided in the attached RFP and scoping documents.
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Tender Regions
CPV Codes
48445000 - Customer Relation Management software package
72222300 - Information technology services
Keywords
CRM platform
lead nurturing tool
customer profiling engine
sales pipeline tracker
opportunity management system
client interaction log
marketing automation suite
customer dashboard UI
contact segmentation tool
customer feedback analyzer
IT operations management
network administration
system provisioning
infrastructure maintenance
helpdesk support
service desk operations
IT backup services
server management
system monitoring
IT lifecycle support
Tender Lot Details
2 Tender Lots
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Possible Competitors
1 Possible Competitors
