Tender compliance
Included in the Tender Package route and tracked through the CRM workspace.
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Compare the most requested bundles, understand the service scope quickly, and move straight into signup and CRM-led fulfilment.
Built for clients who need registration, compliance and procurement readiness in one structured route.
Tender Package is structured as a clear public package with matching CRM products, document requirements, fulfilment tasks and client profile records.
Included in the Tender Package route and tracked through the CRM workspace.
Tax and SARS actions are captured as fulfilment items with supporting records.
Banking coordination and document preparation are tracked against the client profile.
Included in the Tender Package route and tracked through the CRM workspace.
Service items attached to this package in the workspace.
Document checklist visible from the client profile.