Meetings and site visits
Add an event with a time, a place and the customer it is for, or make it all day. Choose who is going, and tap it later to change it.
CRM calendar Your whole month of customer work, on one calendar.
The Bizora calendar puts site visits and meetings next to the follow-ups, quotes and renewals that come from your customer records, so you can see the week ahead at a glance and nothing is planned in two places.
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Real Bizora screen, shown with sample data
How the calendar works
One calendar that fills itself in.
Add meetings yourself. Everything else appears on its own, straight from the work you already record in Bizora.
Follow-ups and deals, already there
Every follow-up shows on its due date, overdue ones in red, and every open deal shows on the day it is expected to close.
Renewals you will not miss
Give a certificate, policy or contract an expiry date and it appears on the calendar, with a reminder to renew it a month before.
Works with your phone
See it in Google Calendar, Outlook or on your iPhone.
Each person gets a private calendar link for their own meetings and follow-ups. Add it once and your phone’s calendar keeps itself up to date, so tomorrow’s site visit and the quote you need to chase sit beside your personal plans.
- Works with Google Calendar, Outlook and Apple Calendar
- Only your own meetings and follow-ups
- Turn it off or get a new link at any time
Why it works
Why a CRM needs its own calendar.
Your diary and your customer list should agree
When meetings live in one app and call-backs in another, something slips. Keeping site visits, quote chases and renewals on the same calendar as your customer records means the plan for the week is always complete.
The calendar fills itself in
You do not copy dates across. Follow-ups appear on their due date, deals on their expected close date and documents on their expiry date, the moment you save them anywhere in Bizora.
Made for people out on jobs
On a phone the calendar becomes a simple list of the days that have something on, with the time, the customer and the place. Sole traders and tradespeople can check the day between jobs in seconds.
Free on every plan
The calendar, events and the calendar link are included on every plan, including Free, with no limit on how many meetings or follow-ups you add.
- Payments by StripeCard payments are handled by Stripe. We never see or store your card number.
- Hosted in EuropeYour customer data is stored on servers in Europe.
- UK GDPRHandled under UK GDPR, which is regulated by the ICO.
- Encrypted connectionsHTTPS on every page, with strict security headers.
- Your data, your exitExport your customers to CSV whenever you like, on every plan.
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Questions
CRM calendar FAQs
Anything not covered here? Email hello@bizora.co.uk and we will get back to you.
What is a CRM calendar?
A CRM calendar shows your meetings alongside the follow-ups, deals and renewals stored in your customer records, so one view tells you everything planned with your customers.
Can I add meetings and appointments?
Yes. Add an event with a date, an optional start and end time, a place, the customer it is for and who is going. Leave the times empty for an all-day event.
Does it sync with Google Calendar or Outlook?
Each person can add a private calendar link to Google Calendar, Outlook or Apple Calendar. Their Bizora meetings and follow-ups then appear there and update automatically. Changes are made in Bizora.
Who can add events?
Everyone in the workspace, including Team Members, can add and edit events and follow-ups.
Is the calendar included on the Free plan?
Yes. The calendar, events and calendar link are included on every plan, including Free.
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