Company-first records
Every account has its own profile with details, notes, deals and documents, rather than a flat list of names.
B2B CRM for small businesses A CRM built around the companies you do business with.
Bizora is a B2B CRM for small businesses that sell to other businesses. It starts with the company record, then connects the decision-makers, deals, call history, notes and documents around it, so you understand the whole account before you pick up the phone.
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Real Bizora screen, shown with sample data
Account-based by design
Accounts first, people linked, pipeline per account.
In B2B work, relationships belong to organisations as well as people. Bizora is built that way from the ground up.
Several contacts per account
Link buyers, decision-makers and day-to-day contacts to the same company, and mark the primary contact.
Pipeline per account
Deals sit on the company, so each account shows the total won and the value of open opportunities.
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.
Account continuity
See the whole account, not just one person.
When a key contact changes jobs, the relationship should not leave with them. Bizora keeps the account history on the company record so your team can pick up with the next person.
- Primary and secondary contacts
- Logged calls and meetings on the account
- Clients, prospects, suppliers and partners in one directory
Why it works
Why B2B sales need a company-first CRM.
Several people inside every account
Selling to businesses means managing several people inside each organisation. A company-first CRM keeps them together, so you know who signs off, who uses the service and who pays the invoice.
Continuity when people move on
Buyers and contacts change roles. Keeping notes, calls and documents on the company record means that knowledge stays with your business.
Revenue by account
Each company profile shows what you have won from that account and what is still open, so you can see which customers matter most and where to focus account management.
Simple enough for small B2B teams
Bizora gives small B2B businesses the account structure they need without the setup of a large enterprise platform, with a Free plan to start.
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
B2B CRM for small businesses FAQs
Anything not covered here? Email hello@bizora.co.uk and we will get back to you.
What is a B2B CRM?
A B2B CRM helps you manage relationships with other businesses. It organises records around companies and the people who work for them, rather than individual consumers.
Can I add several contacts to one company?
Yes. You can link as many contacts as you need to a company and mark one as the primary contact.
Can I track deals per account?
Yes. Deals are added to a company, and each company profile shows the total won and the value of open deals.
Is Bizora suitable for consumer (B2C) customers?
Bizora is designed around business relationships. You can add individual customers by using their own name as the company, but it suits businesses that work with other organisations best.
Can I start a B2B CRM for free?
Yes. The Free plan includes 250 companies, 250 contacts and two team seats, with no payment card required.
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