Call for CRM System providers

Location: London | | Maximum funding available: £36,000

Procurement of Customer Relationship Management system for our RISE employability programme 

We are seeking a new provider of a CRM system to support the delivery of our RISE employment contract. The system requirements are as follows:

  • An online solution without the need for Citrix or other relevant software packages
  • Create and hold participant data for each phase of the participant journey on the programme
  • To hold custom made Needs Assessments for each participant, including ability to create new Needs Assessments for exiting participants
  • To hold custom made Competencies data with 3-point scale, including ability to create new Competencies for exiting’s participants
  • Live dashboard with access for various employment levels within the project structure
  • Existing BBO and ESF document template generation
  • Record financial participant transactions and methods
  • Record and track both internal and external participant interventions
  • Record and track all outputs required on the project
  • Custom made reporting on all participant data, Needs Assessments, Competencies, Outputs, financial data and interventions

The total budget available for Year 1 of this project is £36,000 (excluding VAT), and we would expect this to include set up, installation/implementation, staff training and any license fees for the remainder of the first year. We are looking for a quick transition from our old system to the new, so we expect this project to include the safe and secure transfer of data to the new system.

If you are interested in applying for this opportunity we will expect you to demonstrate your experience of working with similar organisations by providing contact details of organisations that you currently work with.

To apply please download the Specification document and return to Gerrar Ahmed via email or post by 5pm Tuesday 28th May 2019.

Any questions regarding this opportunity should be directed to Gerrar Ahmed by Monday 20th May 2019. Contact details as follows:


Address: 2nd floor, Haggerston Community Centre, 8 Lovelace Street, London, E8 4FF

Phone: 020 3146 3030


CLOSING DATE: Tuesday 28th May 2019, 5pm.


If you have any queries in relation to the advert, please contact Gerrar Ahmed by email:

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