Appliance details on file
Add your own fields for boiler make, model, install date and warranty expiry. Next time the customer rings, you know what you are walking into.
CRM for plumbers Every boiler, every service, every call-back in one place.
A boiler service done well should turn into next year’s service, the bathroom refit and a recommendation to the neighbours. Bizora is a free CRM for plumbers and heating engineers that remembers every appliance, every visit and when each customer is due again.
✓ Free forever plan ✓ No card needed ✓ Set up in a minute
Real Bizora screen, shown with sample data
Built for plumbing and heating
Turn one-off call-outs into customers for life.
Whether you mostly fix leaks, fit boilers or look after landlords’ properties, Bizora keeps the details you would otherwise scribble on the back of a job sheet.
Annual services that come back
Finish a service and set a follow-up for eleven months’ time. When it comes round, it is at the top of your list, ready to book.
Install quotes chased properly
Boiler swaps and bathroom refits are big decisions. Give each quote a value and a call-back date, and ring at the right moment, not too late.
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.
Service reminders
Your service book, without the book.
Each follow-up is linked to the customer, dated and assigned. Overdue services stand out on your dashboard, and a count of what is due today sits in the sidebar, so the steady annual work never quietly drifts away.
- Follow-ups dated months or a year ahead
- Gas Safe records and photos kept on the customer
- Search by name, postcode or boiler model
Why it works
Why plumbers swap the diary for a simple CRM.
Built around the customer, not the job sheet
Job management apps are packed with scheduling and invoicing you may already do elsewhere. Bizora is a free CRM for plumbers that does the relationship side well: who the customer is, what they have, what you quoted and when to call.
Landlords and letting agents
Add each landlord or agent as a company with their tenants as contacts. Gas safety records, call notes and every job for that portfolio sit together, and you know who to ring about access.
Emergency work is a first impression
The customer who called you about a burst pipe at 9pm is the one most likely to want their boiler replaced next year. Log the visit and a note about the system, and you have a warm lead rather than a forgotten invoice.
Start with the customers you already have
Keep customers in a spreadsheet or your phone? Save them as a CSV and upload it. Extra columns, such as boiler type, can come across as custom fields.
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 plumbers FAQs
Anything not covered here? Email hello@bizora.co.uk and we will get back to you.
What is the best CRM for plumbers?
The best CRM for a plumber remembers each customer’s system, brings back annual service work and makes quotes easy to chase. Bizora does all three, and the Free plan has no time limit and needs no payment card.
Can Bizora remind me when a boiler service is due?
Add a follow-up dated a year ahead when you finish a service. It appears on your dashboard and Follow-ups page when it is due, so you know who to ring.
How many custom fields can I add for boiler details?
Free includes 5 company fields and 5 contact fields, which covers make, model, install date, last service and warranty. Business gives you 15 of each.
Can I store gas safety certificates in Bizora?
Yes. Upload the PDF to the customer and it stays with their record. Keep producing certificates in your usual certification software.
Is Bizora free for a sole-trader plumber?
Yes. The Free plan has no time limit, includes two users and holds 250 customers. Upgrade only if you need more room.
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.
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Free plan with no time limit. No card needed.