Connected records
Each contact belongs to a company, and each company keeps its own notes and documents, so nothing floats in a separate tab.
Spreadsheet alternative CRM Outgrown your customer spreadsheet?
Bizora is a simple spreadsheet alternative for customer records. Spreadsheets are a good start, but they struggle when several people need the same customer information. Bizora connects companies, contacts, notes and documents in a shared workspace with clear team roles.
✓ Free forever plan ✓ No card needed ✓ Set up in a minute
Real Bizora screen, shown with sample data
What you get
What a simple CRM adds to a spreadsheet.
Your customers, follow-ups, quotes and files in one simple place, so nothing slips while you get on with the work.
Controlled team access
Decide who can edit records and who can only view them, instead of sharing one file with everyone.
Search across everything
Find a company, person or document from one search box rather than scrolling through columns.
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
A calmer way to work
One shared version of every customer.
No more wondering which copy of the spreadsheet is current. Everyone in your workspace works from the same records, and you can still export companies and contacts to CSV whenever you need a spreadsheet.
- No duplicate files or conflicting versions
- Documents stored beside each company
- CSV export when you need it
Why it works
CRM or spreadsheet: which is right for you?
When a spreadsheet is still fine
If one person manages a short list of customers and rarely needs documents or notes, a spreadsheet can work well. The problems start when the list grows or colleagues need to share it.
Signs you have outgrown it
Duplicate rows, out-of-date copies, notes squeezed into cells and files saved somewhere else are all signs that a structured CRM would save your team time.
Moving across without the pain
Save your spreadsheet as a CSV and upload it. Bizora matches the columns, links each person to their company and skips anyone already there, and nothing is saved until you have checked it. See how to switch to Bizora for the full steps.
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
Spreadsheet alternative CRM FAQs
Anything not covered here? Email hello@bizora.co.uk and we will get back to you.
Is a CRM better than a spreadsheet for a small business?
For a shared customer list, usually yes. A CRM connects companies, contacts, notes and documents and controls who can edit them, which a single spreadsheet file cannot do reliably.
Can I import my existing spreadsheet into Bizora?
Yes. Save it from Excel or Google Sheets as a CSV file and upload it. Bizora matches your columns to companies and contacts, keeps extra columns as custom fields if you want them, and shows you what will be added before anything is saved.
Can I get my data back out as a spreadsheet?
Yes. You can export companies and contacts as CSV files, which open in Excel, Google Sheets and Numbers.
Is Bizora free to try?
Yes. Every workspace starts on the Free plan, with no payment card required.
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.