Request for Proposals CRM, programmes and grant management system

Concepts

• customer relation management
• management system
• conference management
• account management
• customer relationship management
• grants administration
• proposals crm
• crm
• a new customer relationship management
• request for proposals crm

Location

Description

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.

CPV Codes

• 48445000 - Customer Relation Management software package
• 72222300 - Information technology services

Indicators

• Contract is suitable for SMEs.
• Contract is suitable for VCOs.

Other Information

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. This document is a Request for Proposal (RFP) for the supply of software and implementation support for a new CRM, programmes and grant management system for Access - the Foundation for Social Investment ('Access'). The RFP should be read in conjunction with the separate 'Scoping and requirements document' and the spreadsheet of indicative costs included in Appendix A. Access - CRM & Grants - Request for Proposal Final.docx This document details the scope and requirements of a project to implement a new CRM, programmes and grant management system at Access - the Foundation for Social Investment ('Access'). It should be read in conjunction with the Request for Proposals also attached. Access - CRM and grants scoping and requirements Final.docx