Invitation to tender: CRM System

Introduction

The Integrated Education Fund (“IEF”) invites tenders for the provision of a Customer Relationship Management (CRM) System to support fundraising, donor stewardship, event management, and cross-departmental collaboration. This ITT is issued to selected suppliers with relevant experience in CRM implementation for charities or non-profit organisations. The successful applicant will enter into a contract with IEF for the delivery, implementation, and support of the CRM system.

Objective and Purpose

To procure and implement a CRM system that:

• Centralises supporter and donor data.
• Enhances segmentation and stewardship.
• Integrates with existing platforms (Eventbrite, Mailchimp, JustGiving, CAF).
• Supports GDPR compliance and secure data management.
• Enables network mapping and supporter journey tracking.
• Facilitates reporting, analysis, and campaign management.
• Can enable reconciliation with our finance system.
• Enhances event management.
• Enables the stewardship of specific contacts to be restricted to certain users.

A budget of £8,000 to £15,000 is available for this project for year one costs, with ongoing annual costs not expected to exceed £3,000.

The full tender and supplementary information can be downloaded below.

Tenders must be submitted by email to katie@ief.org.uk no later than 12 noon on Monday 2nd February 2026. If you are shortlisted, you will be invited to deliver a short presentation in the week commencing 16th February.