Measurements with the customer
Upload sketches, measurements and photos from the measure-up to the customer, so everything is there when you price or build.
CRM for joiners and carpenters Measured, quoted and followed up.
Kitchens, staircases, doors and fitted wardrobes start with a measure-up and a carefully priced quote, then a long wait. Half your work may come from builders and kitchen companies rather than homeowners. Bizora is a free CRM for joiners and carpenters that handles both.
✓ Free forever plan ✓ No card needed ✓ Set up in a minute
Real Bizora screen, shown with sample data
Built for joinery
From measure-up to fitted, nothing forgotten.
For sole-trader joiners, site carpenters and small joinery workshops who quote a lot of bespoke work.
Trade customers too
Builders and kitchen companies who hire you are customers too. Log their jobs as deals and see which ones send you the most work.
Quotes with the detail
Each quote holds its value, expected decision date and up to 1,000 characters of notes, such as timber, finish and lead time.
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.
Drawings and files
The drawing you need, on the right customer.
Store sketches, cutting notes, quotes and photos of the finished piece against the customer. Search the workspace by the customer’s name or the file name and open it on your phone in the workshop.
- PDFs, images and spreadsheets up to 5 MB each
- Photos of finished work for your portfolio
- Files found by customer or file name
Why it works
Why joiners outgrow the notebook in the van.
A CRM for people who build things
Bizora is a simple, free CRM for joiners, carpenters and sole traders: customers, quotes, follow-ups, call notes and documents, ready in a minute and easy to use on a phone.
Bespoke work takes chasing
A fitted kitchen or staircase is a big decision. A dated follow-up on every quote means you stay in touch without being pushy, and you know exactly when you last spoke.
Trade relationships matter
Much joinery work comes through builders, kitchen showrooms and designers. Mark them as partners, keep their people on file and remember to thank the ones who keep you busy.
Lead times and deposits
Bespoke work often waits weeks for materials or a workshop slot. Note the agreed lead time on the deal and set a follow-up to update the customer, so they never have to chase you.
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 joiners and carpenters FAQs
Anything not covered here? Email hello@bizora.co.uk and we will get back to you.
What is the best CRM for joiners and carpenters?
The best CRM for a joiner keeps measurements and quotes with the customer and tracks trade customers as well as homeowners. Bizora does both, and you can start without entering any card details.
Can Bizora do cutting lists or invoices?
No. Bizora is for customers, quotes and call-backs. Carry on with your usual tools for cutting lists, quotes and invoices, and upload the finished files to the customer.
Can I see which builders give me the most work?
Yes. Log each job for a builder or kitchen company as a deal on their record. Their profile shows the total you have won from them and what is still open.
Can I keep photos of finished jobs?
Yes. Upload JPEG or PNG photos to the customer. They are handy for your portfolio and for matching finishes on future work.
Is the free plan enough for a one-person workshop?
Usually. Free holds 250 customers, 250 contacts and 50 documents with no time limit. Upgrade for more room only when you need it.
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.