Guide for tender departments
How to manage tenders in a CRM
While you have a few tenders a month, a spreadsheet is enough. When there are dozens, deadlines get missed, documents get lost, and it is unclear why you won or lost. That calls for a process.
A pipeline instead of a spreadsheet
A tender moves through stages: found, decided to bid, preparing documents, submitted, waiting, result. A pipeline shows where each bid stands and what is stuck; a spreadsheet cannot.
Deadlines in plain sight
In tenders, deadlines are everything. The submission deadline, the opening date and the appeal period should remind you on their own instead of getting lost among rows. A missed deadline is an automatic loss.
Documents in one place
A tender bid is a package of documents. When they are attached to the tender card rather than scattered across email and folders, preparing the next bid takes less time.
Why you won or lost
When tender results are brought together, a picture emerges: which buyers you win with, where your price does not work, which areas deliver results. It shows where to bid next.
Take a tender from discovery to result
Metadani CRM moves a tender through the pipeline, keeps deadlines and documents in one card, and a tender found in the feed lands in it with a single button.
Questions and answers
Frequently asked questions about CRM for tenders
How is a CRM better than a spreadsheet?
A spreadsheet stores data but does not run the process: it does not remind you of deadlines, show the stage, or link documents to a tender. A CRM does.
Can I move tenders from the feed into the CRM?
Yes. A tender found in Tender Radar is added to the CRM with one button, along with the card data, and immediately becomes a deal at the "New" stage.
Is it a separate product?
Yes. Metadani CRM can be used together with Tender Radar or on its own, as they work independently.