Every certificate with the customer
Upload EICRs, installation certificates and minor works certificates to the customer they belong to. Find any of them in seconds when someone asks.
CRM for electricians Certificates, inspections and quotes, wired together.
An electrician’s paperwork does not stop when the job is signed off. Certificates need filing, landlords need reminding about their next EICR, and the customer who had a new consumer unit is a likely EV charger job. Bizora is a free CRM for electricians that keeps track of all of it.
✓ Free forever plan ✓ No card needed ✓ Set up in a minute
Real Bizora screen, shown with sample data
Built for electricians
The paperwork side of the job, under control.
For sole-trader sparks and small electrical contractors working for homeowners, landlords, agents and facilities managers.
Next inspection, already booked in
Add a follow-up for when a rental’s next EICR is due. Contact the landlord before they shop around for someone cheaper.
Upgrades worth offering
Note the board, the wiring and what the customer mentioned. When EV chargers, solar or battery storage come up, you know who to call first.
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.
Site visits and calls
A record of every visit, ready for the next one.
Log each call, survey and site visit against the customer with a line about what you found. When they ring back months later, you can see what was said, what you recommended and what you quoted.
- Calls, emails and visits logged in seconds
- Add your own fields, such as board type or next EICR date
- Quotes tracked with their value and outcome
Why it works
Why electricians outgrow the notebook and the phone contacts.
A CRM for electricians, not office sales teams
Bizora is a simple, free CRM for electricians and sole traders: customers, quotes, call-backs, visit notes and documents, ready in a minute and easy to use on site.
Landlords mean recurring work
Rental properties need periodic inspections and remedial work. Add each landlord or letting agent as a company with their tenants as contacts, keep the last certificate on file and set a follow-up for the next one.
Commercial clients have more than one contact
A facilities manager, a site contact and an accounts team often sit behind one commercial customer. Keep each person linked to the company with their role, so the right one gets the call.
EV chargers, solar and the next upgrade
A customer who had a consumer unit swapped this year may want an EV charger or battery storage next. Notes from every visit make it easy to spot who to offer what, and when.
Jobs you could be leaving behind each year£21,600That’s about 14 jobs a year from quotes that never got a second call.
Start chasing them, freeAn estimate from your own numbers: quotes × % not chased × win rate × job value × 12. Or stay on the Free plan and pay nothing.
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 electricians FAQs
Anything not covered here? Email hello@bizora.co.uk and we will get back to you.
What is the best CRM for electricians?
The best CRM for an electrician keeps certificates with the customer, reminds you about recurring inspections and makes chasing quotes easy. Bizora covers all of that, and the Free plan has no time limit and needs no payment card.
Can Bizora produce electrical certificates?
No. Keep using your certification software to create EICRs and installation certificates, then upload the finished PDF to the customer in Bizora so it is easy to find.
How much room is there for certificates?
Free includes 50 documents and 500 MB of storage. If you file a lot of certificates and photos, add 25 GB for £1.99 a month, or move to Business for 2,500 documents.
Can I track five-yearly EICRs for landlords?
Yes. Add a custom date field for the next inspection and a follow-up for when to get in touch. Both stay with the landlord’s record.
Can my office or apprentice see the same customers?
Yes. Two users are free. A Team Member role lets someone view records and log calls without changing customer details.
Free forever plan
Your next call-back is already waiting.
Sign up in a minute, add a few customers and see who you need to ring this week.
Get started free
Free plan with no time limit. No card needed.