ITADcrm
RecycleSecure — First-time setup

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ITADcrm
RecycleSecure — Yorkshire ITAD

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ITADcrm
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My pipeline

Tender search & bidding

Searches Find a Tender, Contracts Finder and Public Contracts Scotland, including WEEE, ITAD, ICT equipment, secure erasure and data-destruction wording. Verify the original notice before bidding.
Additional official portals: Sell2Wales · eTendersNI. Their below-threshold searches do not provide a documented public OCDS search API, so the CRM links to them rather than using fragile or unsafe scraping.

Bid pipeline

Public-sector tender playbook

1. Become procurement-ready before bidding

Register the legal organisation on Find a Tender using GOV.UK One Login, complete the Central Digital Platform supplier information and keep the shareable supplier record current. Record Companies House details, ownership and connected persons, financial information, exclusion declarations and authorised users.

Build an evidence library: accounts, insurance schedules, policies, accreditations, Cyber Essentials/ISO evidence where relevant, environmental and carbon plans, equality and modern-slavery statements, health and safety records, business continuity, GDPR controls, case studies, references, staff CVs, method statements and contract KPIs. Track owners and expiry dates—never submit expired evidence.

Find a Tender / supplier registration · Official supplier guidance

2. Find the right opportunities

Search Find a Tender, Contracts Finder and the devolved portals. Read pipeline and preliminary market engagement notices—not only live tenders. Register on the buyer's named e-sourcing portal, download every document and verify the deadline, timezone, lots, delivery area, estimated value, contract term and clarification deadline at the original notice.

Use specific service terms, CPV descriptions, buyer names and locations. Review prior award notices to understand incumbents, historic value and contract timing. The CRM search is a discovery aid; the buyer's portal and tender documents always control.

3. Make a disciplined go/no-go decision

Score strategic fit, mandatory compliance, relevant experience, delivery capacity, mobilisation time, geography, financial exposure, competitive position, relationship and realistic margin. Confirm every pass/fail condition before investing bid time. Do not bid merely because an opportunity is visible.

No-go warning signs: missing mandatory accreditation, turnover/insurance requirements you cannot meet, impossible mobilisation, unacceptable liability, insufficient references, uneconomic pricing, conflicts, unmanageable TUPE assumptions or too little time for a compliant response. Consider a lawful consortium or subcontracting route where the documents allow it.

4. Build the compliance matrix

Turn every instruction, question, attachment and declaration into a tracked item. Record owner, reviewer, weight, word/page limit, evidence, dependency and internal due date. Separate conditions of participation and pass/fail items from scored award criteria. Maintain a version-controlled list of required uploads and portal fields.

Check exclusions and debarment information honestly. Never conceal adverse history; obtain professional advice where self-cleaning or mitigation evidence may be relevant. Buyer instructions and the Procurement Act regime determine the actual requirement.

5. Plan a high-scoring answer

Write directly to the published question and scoring criteria. A strong response normally explains: your understanding; the proposed method; named responsibility; resources and timetable; controls and escalation; measurable outputs/KPIs; evidence from comparable delivery; risks and mitigations; and contract-specific added value. Use evidence, numbers and commitments—not unsupported marketing claims.

Mirror the buyer's terminology and structure. Allocate words according to weighting. Make each claim auditable and achievable. Cross-check that the technical solution, mobilisation plan, staffing model and price tell the same story.

6. Price sustainably

Model labour, employer costs, supervision, consumables, equipment, travel, training, compliance, mobilisation, inflation, TUPE where applicable, overhead, contingency and margin. Reconcile the model to every pricing schedule cell and unit. Test volume assumptions and contract-indexation wording. A low price that cannot deliver the promised quality creates performance and exclusion risk.

7. Social value and public benefit

Respond only to the published outcome and criteria. Offer contract-specific, measurable commitments with baselines, targets, accountable owners, evidence and reporting frequency. Relevant examples may include local employment, apprenticeships, SME supply chains, carbon reduction, waste prevention, community activity and accessibility. General corporate policies are not a substitute for deliverables.

Official Social Value Model guidance

8. Clarifications and submission control

Ask concise clarification questions through the specified portal before its deadline. Assume answers may be shared with all bidders unless genuinely commercially sensitive. Do not contact evaluators outside the permitted process.

Complete a red-team review against the scoring criteria, then a separate compliance review. Verify file names, formats, signatures, declarations, word counts, prices, attachments and portal fields. Upload early, confirm every file opens, submit before the deadline and retain the portal receipt and final submission pack. Never depend on a last-minute upload.

9. After submission and award

Log clarifications and presentations. On loss, request and analyse feedback against each criterion, identify reusable improvements and update the evidence library. On award, transfer every tender commitment into mobilisation actions, contract KPIs and reporting—bid promises are delivery obligations.

Important: this workspace provides operational guidance, not legal advice. Procurement rules, thresholds and buyer instructions change; verify the live notice and seek qualified legal, tax, employment/TUPE or insurance advice where needed.

Email templates

Team members

Export My Data

Download every prospect, activity note, email template and team member in this system as a ZIP file — one CSV per table. Keep a copy for your own records — this is your data, available any time your subscription is active.

All prospects

CompanySectorContactEmailOwnerStatus

Import prospects from Companies House

1. Configure

Sectors
Custom SIC (optional)
Scraped contact details are candidates — verify before outreach.

2. Progress running

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Import prospects from public-sector directories

Re-enrich existing prospects

Only blank website, email, phone and address fields are filled. Existing data is never overwritten. Results include source, check time and confidence.
Councils, NHS trusts, fire & rescue services and police forces aren't registered companies, so Companies House can't reach them — these are the strongest IG/WEEE-angle prospects. Sourced from official open directories (data.police.uk, NHS ODS, planning.data.gov.uk) plus NFCC's own fire-service contact list.

1. Configure

Sources
Police/Fire ignore the region filter — both are small nationwide lists, pulled in full. NHS contact hit-rate is lower (guessed domains, no official website field).

2. Progress running

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Duplicates
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My profile

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