Never forget a follow-up
Give every call back, quote and check-in a due date. Overdue follow-ups appear in your notifications, so work does not fall through the cracks.
CRM for sole traders The simple CRM for sole traders.
When you are self-employed, you are the sales team, the account manager and the admin department. Bizora keeps your clients, follow-ups, quotes and documents in one place, so nothing slips while you get on with the work.
✓ Free forever plan ✓ No card needed ✓ Set up in a minute
Real Bizora screen, shown with sample data
Built for one-person businesses
Everything a sole trader needs.
Bizora gives self-employed people a clear record of every client, every conversation and every next step, without the cost or setup of enterprise CRM software.
See what each client is worth
Track quotes and jobs as deals with a value and stage, and see your pipeline and revenue won this month at a glance.
Start free, stay free
The Free plan covers 250 companies and 250 contacts with no time limit and no payment card, which is plenty for most sole traders.
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.
The spreadsheet alternative
Where do you keep customers now?
Before
NamePhoneNotesChase?
Sarah H07700 900…kitchen, oak?? rang tues, see em…YES!!
Mark Ellisbathroom - quote sent??
Sarah Hughes07700 900123DUPLICATE?
Priya#REF!rewire, call fri
Works fine, right up until a quote slips through the cracks. Two Sarahs, no reminders, and one cell that keeps getting longer.
Sarah - kitchen. ring back Tues??Mark bathroom quotePriya rewire, number on van receiptchase the Ellis job!!
Great until the notebook stays in the van, gets rained on, or someone else needs to know who rang.
SequencesWorkflowsForecastsTerritoriesLead scoringPlaybooksQuotas
47 required fields · 14-day trial ends in 3 days
Built for sales teams of fifty. You pay per seat for features you never open, and still forget to chase.
With Bizora
SHSarah HughesHughes Lettings Ltd · 07700 900123Ring today
Quote£2,400Last callTue 12:30Files3 photos
Upload your CSV. Bizora matches the columns, links people to their businesses and skips the duplicates.
Import my spreadsheetFree plan · no card
Everything from the notebook, on your phone, with a nudge when someone needs a call back.
Get started freeFree plan · no card
The handful of things you use every week, done properly. Every plan has every feature.
Switch to BizoraFree plan · no card
For the self-employed
Run your one-person business like a bigger one.
Clients expect you to remember what you discussed and to come back when you said you would. Bizora gives sole traders a dependable record of every client relationship, so you look organised and professional at every touchpoint.
- Log calls, emails and meetings against each client
- Keep quotes, briefs and contracts with the client they belong to
- Find any client, contact or file in seconds
Why it works
Why sole traders outgrow notebooks and spreadsheets.
A CRM built for sole traders, not sales departments
Most CRM software is designed for large sales teams, with features and prices to match. Bizora is a simple CRM for sole traders and the self-employed: client records, follow-ups, deals, call logging and documents, ready to use in minutes.
Keep every client in one place
Phone notes, email threads, a spreadsheet and a diary are hard to keep in step. Bizora brings your client details, conversations and files together, so you can pick up any job exactly where you left off.
Win more repeat work
For most sole traders, repeat customers and referrals are the business. Regular follow-ups and a clear history of past work make it easy to stay in touch with the clients most likely to book you again.
Affordable now, ready when you grow
Bizora is free to start, with paid plans billed in pounds sterling. If you take on an employee, a subcontractor or a bookkeeper, the Free plan already includes two team seats, and paid plans add capacity from £19.99 a month.
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 sole traders FAQs
Anything not covered here? Email hello@bizora.co.uk and we will get back to you.
What is the best CRM for a sole trader?
The best CRM for a sole trader is simple, affordable and quick to set up. Bizora covers clients, follow-ups, deals, call logging and documents, and the Free plan has no time limit and needs no payment card.
Is Bizora free for sole traders?
Yes. Sole traders can use the Free plan for as long as they like. It includes 250 companies, 250 contacts, 50 documents, 500 MB of storage and two team seats. Need more space for files? Add 25 GB for £1.99 a month and stay on Free.
Do sole traders really need a CRM?
If you rely on memory, notebooks or a spreadsheet to track clients and call-backs, a CRM saves time and missed opportunities. It gives you one place to see who to contact next and what you last discussed.
Can Bizora send invoices or do my tax return?
No. Bizora manages client relationships, follow-ups and deals. Keep using your accounting or invoicing software for invoices, bookkeeping and Self Assessment.
Is Bizora suitable for freelancers and the self-employed?
Yes. Bizora works for sole traders, freelancers, contractors and other self-employed professionals who want an organised, low-cost way to manage client relationships.
Can I use Bizora outside the UK?
Yes. Bizora works for sole traders and the self-employed anywhere. Paid plans are billed in pounds sterling, and customer data is hosted in Europe.
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.