Pipeline at a glance
Open pipeline, won this month, won this year and win rate sit at the top of the Deals page and on your dashboard.
Bizora is a simple sales pipeline for tracking quotes and deals. Add one to any customer with its value, stage and expected close date. Bizora totals your open pipeline, revenue won this month and this year, your win rate and what each client is worth to you.
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Real Bizora screen, shown with sample data
Deal tracking
No probability weightings, custom stages or forecasting models to configure. Add a deal and you have a pipeline.
Open pipeline, won this month, won this year and win rate sit at the top of the Deals page and on your dashboard.
Every company profile shows the total you have won from that client and the value of open deals with them.
Deals are open, won or lost. Mark one as won with a single click and the close date is recorded for you.

Client value
Each company profile shows its deals alongside contacts, notes, follow-ups and documents, with the total won from that client and the value still open. It is the context your team needs before every renewal conversation.
Why it works
Bizora keeps deals deliberately simple: a name, a value, a step and an expected close date. Drag each one across a short board, from Enquiry to On quote to Won or Lost, and rename or remove steps to suit you. There are no probability weightings to configure before you can start.
Move a deal to On quote and Bizora adds a reminder to chase the quote three working days later. Mark it won and the customer becomes a client, with a reminder a week later to say thanks and ask for a review.
For trades and service businesses, a deal is usually a quote. Add each one with its value and decision date, follow up at the right time and mark it won or lost, then see your conversion rate over the year.
Everyone in the workspace can see deals and totals, so account managers, sales and leadership share the same picture. Owners and Team Moderators add and update deals.
Deals track the value of work you win, not invoices or payments. Keep invoicing in your accounting package and use Bizora to understand which relationships drive your revenue.
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Questions
Anything not covered here? Email hello@bizora.co.uk and we will get back to you.
A deal is a piece of work with a customer, such as a quote, project or contract. It has a name, a value in pounds, a step on your pipeline (such as Enquiry or On quote) until it is won or lost, an optional expected close date, an owner and optionally a contact.
A sales pipeline is the total value of deals and quotes you are waiting to hear back on. Bizora shows it on the Deals page and dashboard, next to revenue won and your win rate.
Yes. Each company profile shows the total value of deals won with that client, plus the value of any open deals.
No. Bizora tracks the value of deals you win, not invoices or payments. Continue to use your accounting software for invoicing and VAT.
Yes. Owners and Team Moderators can export all deals to a CSV file for spreadsheets or reporting.
No. Deal tracking is included on every plan and deals are unlimited, even on Free.
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