Triage a flood of enquiries
After a storm, log each caller in seconds with a note on the damage, then work through them in order of urgency instead of from memory.
CRM for roofers When the phone rings off the hook, keep every enquiry.
One windy night can bring thirty calls about slipped tiles and leaks, and the quiet weeks after need re-roofs and repairs you quoted months ago. Bizora is a free roofing CRM that captures every enquiry, keeps your survey photos with the customer and makes sure no quote goes cold.
✓ Free forever plan ✓ No card needed ✓ Set up in a minute
Real Bizora screen, shown with sample data
Built for roofers
Ready for the storm, and the quiet spell after it.
For sole-trader roofers and small roofing firms who deal with emergencies, insurance work and planned re-roofs side by side.
Survey photos on the customer
Upload the photos from the roof straight to the customer’s record, alongside the quote, so you can explain the job when they call back.
Guarantees you can find
Keep each guarantee with the customer. When they ring in eight years, you can see exactly what you did and when.
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.
Calls and surveys
Every conversation about the roof, in order.
Log each call, survey and conversation with the homeowner, the agent or the loss adjuster. The customer’s history shows who said what and when, so you can answer “where are we with this?” in one look.
- Calls and surveys logged in a few seconds
- Claim references in a custom field
- A follow-up for every quote you send
Why it works
Why roofers outgrow the notebook in the van.
A roofing CRM without the complexity
Bizora is a simple, free CRM for roofers and sole traders: customers, quotes, call-backs, call notes, photos and documents. It is ready in a minute and easy to use from the top of a ladder, almost.
Win the jobs you already surveyed
A re-roof quote is a lot of work to prepare. A dated follow-up on every one means you chase it while the customer still remembers you on their roof.
Insurance and storm work
Storm damage jobs often involve a homeowner, a loss adjuster and an insurer. Keep the claim reference in a custom field and log each call, so you can answer questions straight away.
Maintenance keeps the year busy
Gutter clears, moss treatment and annual checks fill the gaps between big jobs. Set a follow-up for each one, and they turn into regular income.
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 roofers FAQs
Anything not covered here? Email hello@bizora.co.uk and we will get back to you.
What is the best CRM for roofers?
The best CRM for a roofer copes with sudden spikes of enquiries, keeps photos with the customer and makes chasing quotes easy. Bizora covers each of those on its Free plan, which never expires and asks for no card.
Can I upload photos from my phone?
Yes. Bizora runs in your phone’s web browser, so you can upload JPEG and PNG photos up to 5 MB each straight to the customer, with nothing to install.
Will I run out of space for roof photos?
Free includes 50 documents and 500 MB. If you photograph every job, add 25 GB of storage for £1.99 a month, or move to Business for 2,500 documents and 50 GB.
Can Bizora send invoices or produce quotes?
No. Keep producing those in your existing software. Attach the finished PDF to the customer and log the quote as a deal so you can chase it.
Can someone in the office take storm calls for me?
Yes. Two users are free, so whoever answers the phone can log each enquiry while you are on a job.
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.