One list, soonest first
Overdue, today, this week and later: every open follow-up across the business in one place, with overdue items highlighted.
Follow-up reminders Every call-back, quote chase and promise, dated and owned.
Bizora gives small businesses follow-up reminders that actually get seen: one list of every call-back and quote chase, with a due date, an owner and a link to the customer, and puts anything overdue at the top.
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Real Bizora screen, shown with sample data
How follow-ups work
A follow-up system your team will actually use.
No sequences or automations to configure. Just a dated next step for every customer that needs one.
Linked to the customer
Attach a follow-up to a company, a contact, both, or neither for internal tasks. Each company profile lists its own open follow-ups.
Assigned and ticked off
Give each follow-up an owner, see what is assigned to you, and tick it off in one click when it is done.
Built into your day
Today’s call-backs on your dashboard before you ask.
Upcoming and overdue follow-ups sit at the top of the dashboard, and the sidebar shows how many need your attention today. When you log a call, you can schedule the next follow-up in the same step.
- Overdue items highlighted
- A count of what is due today
- Schedule the next step when you log a call
Why it works
Why small businesses need a follow-up system.
Quotes are won by whoever calls back
Most lost work is not lost on price. It is lost because nobody rang back. A customer comparing three quotes often books the firm that followed up first. A dated follow-up on every quote and enquiry means you chase while you are still fresh in their mind.
Memory and sticky notes do not scale
Sticky notes and inbox flags are easy to lose. A shared follow-up list keeps every next step visible, dated and owned, so it gets done even when someone is away.
Follow up as you log the call
Log a call, email or meeting and schedule the next follow-up in the same step. The contact’s last-contacted date updates automatically, so nobody goes quiet without you noticing.
Unlimited on every plan
Follow-ups are not counted against your plan. Free, Business and Premium all include unlimited follow-ups, deals and logged calls.
Jobs you could be leaving behind each year£21,600That’s about 14 jobs a year from quotes that never got a second call.
Start chasing them, freeAn estimate from your own numbers: quotes × % not chased × win rate × job value × 12. Or stay on the Free plan and pay nothing.
Try it, no sign-up
Add a follow-up. Win the job.
This is a working slice of Bizora. Add someone you need to ring back, then mark them won.
TodayYour demo workspace
Call-backs due2Won this month£6,050
- SHSarah HughesKitchen · £2,400Today
- MEMark EllisBathroom · £5,9002d late
- PSPriya ShahRewire · £3,150Friday
All caught up. That’s the feeling. Imagine it every morning.
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Questions
Follow-up reminders FAQs
Anything not covered here? Email hello@bizora.co.uk and we will get back to you.
What is follow-up tracking in a CRM?
Follow-up tracking gives every next step, such as a call-back or quote chase, a due date and an owner, so it appears on a list when it is due instead of relying on memory.
How does Bizora show me what to follow up?
Due and overdue follow-ups appear at the top of your dashboard and on the Follow-ups page, and the sidebar shows how many are due today.
Who can add and complete follow-ups?
Everyone in the workspace, including Team Members, can add, assign and complete follow-ups. Only Owners and Team Moderators can change company and contact details.
Can I see the follow-ups for one customer?
Yes. Each company profile lists its open follow-ups, and you can add a new one from there.
Are follow-ups limited on the Free plan?
No. Follow-ups are included and unlimited on every plan, including Free.
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