Enquiries and proposals
Track every enquiry and proposal as a deal with its fee value and decision date, and see your pipeline and conversion rate.
CRM for professional services Client relationships for firms that sell expertise.
Bizora is a CRM for professional services firms that win work through relationships: accountants, law firms, insurance brokers, financial advisers, recruitment agencies, estate agents and consultancies. Keep clients, referrers, proposals and every follow-up in one shared place, alongside the practice software you already use.
✓ Free forever plan ✓ No card needed ✓ Set up in a minute
Real Bizora screen, shown with sample data
Built for firms
What professional services firms use Bizora for.
The relationship side of the firm, kept simple enough that partners and fee earners actually use it.
Referrers and introducers
Keep the accountants, solicitors, brokers and agents who refer you as partners, and set regular follow-ups to stay in touch.
Renewals and reviews
Use custom date fields and follow-ups for renewals, annual reviews and year ends, so recurring work comes back on 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.
Shared client view
One record for every client, shared across the firm.
When a partner is away or a client moves between teams, the notes, calls, deals and documents stay with the firm. Roles control who can edit and who can only view.
- Owner, Moderator and Member roles
- Customer data hosted in Europe
- CSV import from your practice software
Why it works
What Bizora does for each type of firm.
Accountants and bookkeepers
Track prospects and proposals, year ends and VAT quarters, and the introducers who send you clients, alongside your practice software.
Law firms and legal services
Follow up every enquiry and fee quote, and look after the referrers who send you instructions, alongside case management.
Insurance brokers and financial advisers
Keep renewal and review dates in front of you and every client conversation in one place, alongside your broking or back-office system.
Recruiters, estate agents and consultancies
Run business development, valuations and proposals with dated follow-ups and a clear pipeline, alongside your ATS or property software.
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.
Partners · Approvals · As seen on
Trusted & recognised
Partner
Partner
Approved on SaaSHub
Questions
CRM for professional services FAQs
Anything not covered here? Email hello@bizora.co.uk and we will get back to you.
What is the best CRM for a professional services firm?
The best CRM for a professional services firm is simple enough for fee earners to use every day and works alongside practice software. Bizora covers clients, referrers, proposals, follow-ups and documents, with a Free plan to start.
Does Bizora replace practice management software?
No. Bizora does not handle time recording, billing, matters or regulated records. It manages relationships, business development and follow-ups.
Is Bizora suitable for regulated firms?
Bizora is for relationship information. Keep regulated records, client money and compliance documents in the systems designed for them. Customer data in Bizora is hosted in Europe.
How many people can use it?
Free includes two users, Business five and Premium ten. Extra seats are £1 each per month on any plan.
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.