Automation of CRM Processes with Support and Maintenance.
Lopang Kwape
In plain English
The tender is for a CRM system with specific features for case management, complaint logging, and business development. There are no specific eligibility requirements mentioned.
Always check the official documentDescription
The Export Credit Insurance Corporation of South Africa (ECIC) invites tenders for the procurement, implementation, and three-year support of a Customer Relationship Management (CRM) system. The project aims to automate business processes, including case management, lead tracking, and marketing activities. The work will be performed in two phases: Phase One involves the implementation of a Minimum Viable Product (MVP) for 25 users by 31 March 2027, while Phase Two focuses on system enhancements, integrations, and advanced features like chatbots and customer portals. Key deliverables include data migration, user training, and ongoing technical support. The project requires integration with existing Microsoft 365 and Azure environments. The tender is valid for 120 days, with a closing date of 14 July 2026. Bidders must demonstrate expertise as an approved implementation partner and provide a team of qualified professionals, including a Project Manager and Solution Architect.
What you need to qualify
- CSD registration — Registration on the Central Supplier Database — required to do business with government.
- Tax clearance — A valid SARS tax compliance status (PIN) showing your tax affairs are in order.
- B-BBEE certificate — A B-BBEE certificate or sworn affidavit confirming your contribution level.
- Other registration — An industry registration the tender requires (e.g. PSIRA, NHBRC, a professional or trade licence).
Full requirements
- Registered on National Treasury Central Supplier Database (CSD)
- Valid Tax Compliance Status (TCS) PIN
- Approved implementation partner for the proposed CRM system
- Active cyber liability insurance cover
- Compliance with POPIA/GDPR and ISO27001, CIS, or NIST standards
- Annual ISAE 3402 or SOC 2 audit reports
- Valid B-BBEE certificate or sworn affidavit
Contact & how to apply
Name: Lopang Kwape
Email: procurement@ecic.co.za
Phone: 012-471-3800
How to apply: Submit your application via email to procurement@ecic.co.za in PDF format. If the file size exceeds 20MB, please split the submission into multiple emails. USB submissions are also encouraged.
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