Proposals to signed contracts
Add each project or managed service proposal as a deal with its value and decision date, and see your pipeline and win rate.
CRM for IT consultancies Every client account, renewal and proposal in one place.
Bizora is a CRM for IT consultancies, managed service providers and technology advisers. Your PSA or ticketing tool runs the service desk. Bizora handles the commercial relationship: proposals, contract renewals, decision-makers and every account review.
✓ Free forever plan ✓ No card needed ✓ Set up in a minute
Real Bizora screen, shown with sample data
Built for IT firms
Account management without a heavyweight sales platform.
For small MSPs, IT consultancies and technology advisers selling to SMEs.
Contract renewals on time
Store contract end dates as custom fields and set a follow-up ahead of each renewal or quarterly review.
Decision-makers mapped
Link the managing director, finance director and office manager to each client, so you know who signs off and who raises tickets.
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 reviews
See what every client is worth before the review meeting.
Each client profile shows total won, open proposals, recent calls and documents such as contracts and statements of work, so account reviews start with the full picture.
- Contracts and statements of work on the client
- Custom fields such as contract end date or user count
- Follow-ups assigned to account managers
Why it works
Why IT firms keep sales out of the service desk.
Your PSA is built for tickets
Professional services automation and ticketing tools are great at incidents and time. They are rarely good at proposals, renewals and new business. Bizora keeps the commercial side simple and separate.
Renewals are revenue
Missing a contract renewal date can mean losing a client to a competitor. A follow-up ahead of every renewal makes sure the conversation starts early.
Management consultancies too
Management and strategy consultancies use the same approach: proposals as deals, stakeholders as contacts and engagement notes logged after every meeting.
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 IT consultancies 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 MSP or IT consultancy?
A good CRM for an IT firm tracks proposals, contract renewals and client stakeholders without a long setup. Bizora does that, with every feature on its Free plan.
Does Bizora replace my PSA or ticketing system?
No. Bizora does not handle tickets, time tracking or billing. Use it for client relationships, proposals and renewals.
Can I track contract renewal dates?
Yes. Add a custom date field for the contract end date and a follow-up for when to start the renewal conversation.
Can I import my client list?
Yes. Export clients and contacts as a CSV and upload it. Bizora matches the columns and skips duplicates.
How much does Bizora cost for an IT firm?
Start free with two users. Business is £19.99 a month with five seats and Premium £34.99 with ten, billed in GBP including tax.
Free forever plan
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