Prospects to signed clients
Track each enquiry as a deal with its annual fee and decision date, follow up on proposals, and mark it won when the engagement letter is signed.
CRM for accountants Prospects, proposals and client relationships, organised.
Bizora is a CRM for accountants and bookkeepers that sits alongside your practice software. Your practice software handles the compliance work. Bizora handles the relationships around it: new enquiries and proposals, the contacts at each client business, every call and the engagement letters on file.
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Real Bizora screen, shown with sample data
Built for small practices
The client side of your practice, in one place.
For sole-practitioner accountants, bookkeepers and small firms that want a client CRM without a new practice-management suite.
Every client contact and call
Link directors, finance contacts and bookkeepers to each client business, and log calls so anyone in the practice can answer a query.
Engagement letters on file
Keep engagement letters, proposals and onboarding documents on the client record, with roles controlling who can upload them.
How it works
From first call to job won.
Four steps, done in the gaps of a busy day. No training course needed.
1Add the customer
New customerSarah Hughes07700 900123Hughes Lettings LtdOr import your spreadsheet. Bizora links people to their businesses.
2Log the call
Call · 12:304 minWants oak worktops. Measuring Thursday, quote by Friday.Saved to SarahTwo lines from the van. Pick up exactly where you left off, months later.
3Set the follow-up
Next stepTomorrowFridayPick…Ring Sarah with the quoteEvery call-back gets a date. Overdue ones stand out the moment you open Bizora.
4Mark it won
Won this month£8,450+£2,400 Sarah Hughes, kitchenSee what the month is worth and who your best customers are.
Client records
Answer client questions without digging through inboxes.
When a client calls, the whole practice should be able to see who they are, who you deal with there and what was last discussed. Bizora gives your team that shared view.
- Client contacts and their roles
- Custom fields such as year end or VAT quarter
- Role-based access for staff
Why it works
Why accountants add a CRM alongside practice software.
Practice software is not built for winning work
Practice-management and tax software track deadlines and filings, not new enquiries, proposals and referrals. Bizora fills that gap, so prospects get followed up and you can see which introducers send you the most work.
Year ends and services as custom fields
Add your own date and dropdown fields, such as year end, VAT quarter or service package, to each client. They appear on the record, in search and in CSV exports.
Consistent service across the team
When client knowledge is shared, it is easier to cover holidays, hand over clients and give every client the same standard of service.
Suitable document types
Bizora is intended for ordinary business records such as engagement letters and proposals. It is not designed for identity documents or payment-card details, which should stay in dedicated systems.
Included on every plan
Every CRM feature, free on every plan.
- Contact managementPeople linked to the companies they work for.
- Company managementProfiles, notes and relationships in one directory.
- Deal trackingPipeline, revenue won and what each client is worth.
- Follow-upsEvery next step, dated, assigned and ticked off.
- CalendarMeetings, follow-ups, deals and renewals on one calendar.
- Call loggingCalls, emails and meetings recorded against each contact.
- Document managementFiles stored beside the company they belong to.
- Team permissionsOwner, Moderator and Member roles for your team.
- Workspace searchFind any company, contact or document in seconds.
- 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 for accountants FAQs
Anything not covered here? Email hello@bizora.co.uk and we will get back to you.
What is the best CRM for a small accountancy practice?
A good CRM for a small practice tracks new enquiries and proposals, keeps client contacts shared and works alongside your practice software. Bizora does that, and the Free plan includes two users with no time limit.
Is Bizora a practice-management system?
No. Bizora is a focused CRM for client relationships, contacts and documents. It does not handle bookkeeping, tax returns, deadlines or billing, so use it alongside your accounting software.
Can I record year ends and VAT quarters?
Yes, as custom fields on each client. Free includes 5 company fields, Business 15 and Premium 30.
Can I store client documents?
Yes. You can attach business documents such as engagement letters and proposals to each client company, up to 5 MB per file. Do not upload identity documents or payment-card details.
How much does Bizora cost for a small practice?
You can start on the Free plan. Business is £19.99 per month and Premium is £34.99 per month, in GBP including tax, with extra seats at £1 each per month.
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