Details, contacts and notes
Address, phone, email and website, the people who work there with their roles, and notes your team can add to.
Customer database software Every client, prospect and supplier on one record.
Bizora is customer database software built around companies. Each client, prospect, supplier or partner gets one profile holding its details, the people you deal with, notes, deals, calls, follow-ups and documents, so anyone on your team can see the whole relationship before they pick up the phone.
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Real Bizora screen, shown with sample data
What a company record holds
The whole relationship on one page.
A company profile replaces the spreadsheet row, the email folder and the notes on someone’s desk.
Prospect, client, supplier or partner
Tag each company as a prospect, client, former client, supplier, partner or other, and filter the directory by type.
Deals, activity and documents
Open deals and total won, logged calls and meetings, open follow-ups and stored files, all on the profile.
Client value
See what each client is worth before you call.
Each company profile shows the total you have won from that client and the value of deals still open. Together with the call history and notes, it tells you whether this is a first conversation or a renewal with your best customer.
- Total won and open pipeline per company
- Custom fields such as VAT number or renewal date
- Contracts and documents stored on the record
Why it works
Why company-first CRM works for small businesses.
Customers are businesses, not just people
Most small businesses work with other businesses, landlords or households with more than one decision-maker. Organising the CRM around companies keeps everyone involved in one place, and the relationship survives the day your main contact leaves.
Clients and suppliers in one directory
Use the same records for the merchants, subcontractors, accountants and partners you rely on. Filter by relationship type to see only clients, only prospects or only suppliers.
Add the fields your business needs
Custom text, number, date, dropdown and yes/no fields appear on every company, in search and in CSV exports. Free includes 5 company fields, Business 15 and Premium 30.
- 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
Customer database software FAQs
Anything not covered here? Email hello@bizora.co.uk and we will get back to you.
What is company management in a CRM?
Company management means keeping a single record for each organisation you work with, holding its details, contacts, notes, deals, activity and documents.
Can I manage suppliers and partners as well as clients?
Yes. Each company can be marked as a prospect, client, former client, supplier, partner or other, and the company directory can be filtered by type.
Why use a CRM instead of a spreadsheet for company records?
A spreadsheet row cannot hold a call history, linked contacts or documents. A CRM connects them, controls who can edit them and keeps one current version for the whole team.
Can I see how much a client has spent with us?
Yes. Each company profile shows the total value of deals won with that client and the value of any open deals.
Can I add my own fields to company records?
Yes. Custom fields let you add text, number, date, dropdown and yes/no fields, such as a VAT number, renewal date or boiler type. They appear on every record, in search and in CSV exports. Free includes 5 company fields, Business 15 and Premium 30.
How many companies can I store for free?
The Free plan holds 250 companies and 250 contacts. Business holds 2,500 companies and Premium 10,000.
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