The Provision Of A Training Management / Customer Relationship Management System (TMS/CRM)

Description

HSE requires TMS/CRM that meets the following requirements: System/user functionality • Sales pipeline, enquiry and lead tracking functionality. • Course management list providing users with a view of course title, date(s), locations and uptake. • Option to add custom fields to courses and products (e.g. category/ies, course owner, related task tracking etc). • Ability to assign courses, leads and enquiries to users and create user-based task lists. • Delegate management functionality to show current / past bookings, transaction history, communications, certificates issued, notes and additional information. • Fully customisable booking fields to collect course booker and delegate information, and additional data such as industry sector, job role, marketing questions etc. • Multiple payment method options (i.e. credit / debit card and invoicing), with the requirement to upload documents as part of the booking process (i.e. copies of purchase orders for invoice payments). • Ability to process an unlimited number of courses, delegates and client records. • Ability to assign different levels of user permission / access, including viewing courses of specif…

Official publications

• The Provision of Experian QuickAddress
  Published: 21 October 2026
• The Provision of IT Security Testing
  Published: 6 January 2026
• THE PROVISION OF RESEARCH ON THE SAFETY LEVELS OF PERMANENT VOLUMETRIC MODULAR CONSTRUCTION TO ASSIST THE BUILDING SAFETY REGULATOR
  Published: 14 November 2025
• The Provision of an Information Requests System for HSE via G Cloud 14
  Published: 28 October 2025
• THE PROVISION OF DIGITAL REGULATION SANDBOX: WORK PACKAGES 1 & 5
  Published: 7 October 2025
• THE PROVISION OF DIGITAL REGULATION SANDBOX: WORK PACKAGES 2, 3 & 4
  Published: 7 October 2025
• The Provision of HSE's Pesticide Usage Survey
  Published: 22 September 2025
• THE PROVISION OF A STRUCTURAL SUPPORT CONTRACT TO ASSIST THE BUILDING SAFETY REGULATOR (BSR) IN CERTAIN MATTERS RELATED TO STRUCTURAL…
  Published: 22 September 2025
• THE PROVISION OF REDGRAVE COURT AND BUXTON SITE REVALUATIONS
  Published: 13 August 2025
• THE PROVISION OF REDGRAVE COURT AND BUXTON SITE REVALUATIONS
  Published: 23 June 2025

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• Provision of Software and Services for eDiscovery of Pandemic Enquiry Data Extraction — 28 February 2024
• PROGRAMME OF RESEARCH ON WORK-RELATED STRESS (WRS) — 21 February 2024
• Specialist Trainer to Support HSE in the Delivery of their Commercial Training and Events — 20 February 2024
• Specialist Trainer to Support HSE in the Delivery of their Commercial Training and Events — 20 February 2024

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Frequently asked questions

What is the deadline to bid for this tender?

The submission deadline is 7 March 2024, 13:00. Check the official source, as dates can be modified.

Who is the buyer of this tender?

The contracting authority is HEALTH & SAFETY EXECUTIVE (United Kingdom).

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