Published date: 28 August 2025

Open opportunity - This means that the contract is currently active, and the buying department is looking for potential suppliers to fulfil the contract.


Closing: 29 September 2025, 9am

Contract summary

Industry

  • Customer Relation Management software package - 48445000

  • Information technology services - 72222300

Location of contract

United Kingdom

Value of contract

£120,000

Procurement reference

Access-CRM-RFP

Published date

28 August 2025

Closing date

29 September 2025

Closing time

9am

Contract start date

1 January 2026

Contract end date

1 September 2026

Contract type

Service contract

Procedure type

Open procedure (below threshold)

Any interested supplier may submit a tender in response to an opportunity notice.

This procedure can be used for procurements below the relevant contract value threshold.

Contract is suitable for SMEs?

Yes

Contract is suitable for VCSEs?

Yes

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.

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.

More information

Attachments

  • Access - CRM & Grants - Request for Proposal Final.docx
  • Tender notice
  • 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 and grants scoping and requirements Final.docx
  • Tender notice
  • 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.

How to apply

Follow the instructions given in the description or the more information section.

About the buyer

Contact name

Yusra Ali

Address

Script, 44 Featherstone Street
London
Ec1y 8RN
England

Email

yusra.ali@access-si.org.uk

Website

https://access-socialinvestment.org.uk/