CRM Platform Replacement – Invitation to Tender

CRM Platform Replacement – Invitation to Tender

The Society is looking to procure a new Customer Relationship Management platform.

Contract summary


    • Software programming and consultancy services – 72200000
    • Data services – 72300000
    • Internet services – 72400000

Location of contract


Value of contract

Published date

21 October 2019

Closing date

21 November 2019

Contract start date

01 February 2020

Contract end date

31 January 2023

Contract is suitable for SMEs?


Contract is suitable for VCSEs?




The Society is looking to procure a new Customer Relationship Management (CRM) platform.
The key objective of the CRM is to store all contact information for our Fellowship, donors, and contacts in one system and to organise this information to better record and understand the Society’s relationship with individuals on an ongoing basis.
With the increased volume of activities across the Society leading to more asks from stakeholders it has become increasingly difficult to record and manage the number of interactions with each stakeholder accurately and the Society does not currently have one view of all contacts with each stakeholder.
The proposed solution must consider efforts to future proof processes and systems for future changes and growth in the Society.
The new CRM platform will replace the existing Donor Strategy system and potentially our email marketing system.

In the first phase, the following processes, currently supported by these applications, will be moved to the new platform:
• Fellow management
• Committee management
• Summer Science Exhibition Soiree invitations
• Fundraising processes
• Newsletters and other mass email communications

In addition, the systems will be extended to support the following processes across the Royal Society:
• Stakeholder management
• Event management
• Volunteer management

As part of the project, the CRM platform will be integrated with the following existing Royal Society systems:
• The Society’s Sitecore-based website
• The Flexi-Grant grant management system
• The in-house telephone and fundraising preference database
• The selected email marketing platform
• An online preference centre
• Outlook

It is envisaged that the system will be extended to meet a wider range of requirements in future phases of work.


About the buyer

Contact name

Rebecca Farquhar


The Royal Society
6-9 Carlton House Terrace


+44 20 7451 2653



Other information


Invitation to Tender

Ref 459 – Instructions to Tenderers.docx

Attachment 2 – Registration Form

Attachment 2 – ITT 459 Tender Registration Form CRM Platform Replacement.docx

To receive a full copy of the tender pack, please email with a completed copy of attachment 2 – Tender registration form.


How to apply

Please apply directly to the buyer using the contact details provided, or follow the instructions given in the notice description or information section.