Start from a template
Call back new enquiries, book the next service, recap after a meeting, win back lost deals and more. Each opens ready to save, so you can change the wording or timing first.
CRM automation Let Bizora do the next step, every time.
Set up simple rules in plain English: when a deal is won, a quote goes out, a call is logged or a new enquiry comes in, Bizora adds the follow-up, updates the customer or emails the right person. No code, no flowcharts, and it is included on the free plan.
✓ Free forever plan ✓ No card needed ✓ Set up in a minute
Real Bizora screen, shown with sample data
Workflow automation
Automation that reads like a sentence.
Every automation is one line: when this happens, if this is true, then do that. You can see exactly what each one will do before you switch it on.
Follow-ups that write themselves
Bizora adds the follow-up with the customer’s name filled in, due a set number of days or working days later, for the deal owner, whoever did the work or a named person.
See what ran, and why
A log shows every time an automation ran and what it did. Follow-ups it adds say which automation made them, so nobody wonders where a task came from.
Why it works
Simple CRM automation for sole traders, small businesses and SMEs.
Triggers that match your day
Automations start when a customer or contact is added, a deal is added, moves to a pipeline step, or is won or lost, a call, email or meeting is logged, or a follow-up is ticked off. Narrow any of them down: only prospects, only deals worth £5,000 or more, only meetings, or only follow-ups that mention “service”.
Up to three steps each
Each automation can add a follow-up, change the customer’s relationship, give the deal to a team member and email someone in your team, in any combination. Placeholders such as {customer}, {contact} and {deal} fill in the details for you.
Free, with room to grow
Every plan includes automations. Free runs three at once, Business 15 and Premium 50, so a sole trader can automate the essentials for nothing and a team of up to 500 has room for the way it works.
Safe by design
Automations never email your customers, never set each other off, and never add a second open follow-up with the same title. If something goes wrong, your own work still saves and the log shows what happened. Owners and Team Moderators set them up; everyone can see them.
- 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.
In their words
Reviews from our customers
This is sick! Bizora is clean and informative without being too much. I can see my customers enquiries and follow-ups in one place without digging through menu's. It's exactly what a growing brand like ours needs.
Jack RFounder of Reed Clothing, Essex
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Questions
CRM automation FAQs
Anything not covered here? Email hello@bizora.co.uk and we will get back to you.
What is CRM automation?
CRM automation means your CRM does routine steps for you when something happens, such as adding a follow-up when a deal is won or telling a manager about a big new deal. In Bizora, each automation is a simple rule you set up in a minute, with no code.
Is automation included on the free plan?
Yes. Every Bizora plan includes automations. Free runs three at once, Business 15 and Premium 50. The quote-chasing and after-a-win automations built into Bizora are included on top and do not count.
What can Bizora automate?
When a customer, contact or deal is added, a deal moves to a pipeline step or is won or lost, a call, email or meeting is logged, or a follow-up is marked done, Bizora can add a follow-up, change the customer’s relationship, give the deal to a team member or email someone in your team.
Will automations email my customers?
No. Automations only email people in your own team. Messages to your customers stay in your hands.
Can an automation repeat a follow-up every year?
Yes. Use the “Book the next service” template: when a follow-up that mentions “service” is ticked off, Bizora books the next one for a year later. It works for annual services, renewals, reviews and check-ins.
Do I need to know how to code?
No. You choose from lists: when this happens, only if this is true, then do this. Bizora shows each automation as a plain sentence so you can check it before switching it on.
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