Proposals tracked to a decision
Add each proposal as a deal with its fee and expected decision date. Follow up on time and see your pipeline and win rate.
Client management for consultants Know every client engagement inside out.
Bizora gives you client management for consultants without a complicated sales tool. Consulting runs on remembering the details: who the stakeholders are, what was agreed in the last workshop and when the proposal is due a nudge. Bizora keeps all of it together, so you walk into every meeting prepared.
✓ Free forever plan ✓ No card needed ✓ Set up in a minute
Real Bizora screen, shown with sample data
Built for consultants
From first conversation to repeat engagement.
For independent consultants, management consultancies, interim managers and small professional services firms.
Meeting notes on the client
Log calls and meetings with a summary of what was agreed, and read the full history before the next session.
Grow from solo to team
Start on your own and invite associates when your practice grows, with roles that control who can edit.
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.
For professional services
Keep engagement knowledge with the firm, not in one inbox.
When a colleague picks up a client, they should not have to start from scratch. Bizora keeps the relationship history, contacts and files in a shared workspace your practice owns.
- Company notes for engagement history
- Linked stakeholder contacts
- Role-based access for associates
Why it works
Why consultants use a lightweight CRM.
A client record that is ready when you are
Before a call or workshop, you need the context quickly: who the stakeholders are, what was agreed and which documents matter. Bizora puts that information one click away.
Repeat work and referrals
Most consultancy work comes from past clients and their networks. Log every engagement and set a follow-up for when a project ends, and checking in about the next piece of work becomes routine.
Less admin, more billable time
A focused CRM avoids the setup and maintenance burden of a large platform. Add a client, link its contacts and attach documents, then get back to the work your clients pay for.
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
Client management for consultants FAQs
Anything not covered here? Email hello@bizora.co.uk and we will get back to you.
What is the best CRM for an independent consultant?
A good consultant CRM tracks proposals, keeps stakeholder contacts and meeting notes together and costs little to run. Bizora covers all of that, and you can use the Free plan for as long as it fits.
Can a consultancy share client information with associates?
Yes. Invite team members and choose whether they can edit records or only view them and log calls.
Can I store proposals and client documents?
Yes. You can upload PDFs, Office documents, CSV and text files, and images to each client company, up to 5 MB per file.
Does Bizora include invoicing or time tracking?
No. Bizora focuses on client relationships, proposals and documents. Keep using your preferred accounting or time-tracking tool alongside it.
How much does Bizora cost for a consultancy?
The Free plan costs nothing and includes two team seats. Business is £19.99 per month and Premium is £34.99 per month, in GBP including tax.
Free forever plan
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