Every enquiry captured
However the job came in, add the customer and a note in under a minute, before the details get lost in your call log.
CRM for tradespeople Stop losing jobs to quotes you forgot to chase.
Enquiries arrive as missed calls, texts, Facebook messages and leads from trade directories, usually while your hands are full. Bizora CRM gives tradespeople one list of every enquiry, quote and call-back, and shows who needs ringing today.
✓ Free forever plan ✓ No card needed ✓ Set up in a minute
Real Bizora screen, shown with sample data
Built for the trades
One list instead of five places to look.
Made for one-van sole traders and small trade firms who are good at the work and fed up with the admin.
Today’s call-backs first
Open Bizora and the quotes to chase today sit at the top, with anything overdue standing out.
Your pipeline in pounds
Add each quote with its value. See what is waiting on a yes and what you have won this month.
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.
Quotes and jobs
Know what work is coming in.
Bizora adds up the value of your open quotes, the jobs you have won this month and this year, and which customers are worth the most to you, so a quiet month never comes as a surprise.
- Mark a quote won or lost in one tap
- See your win rate and money won
- Find any job by street or postcode
Why it works
Why tradespeople outgrow the notebook in the van.
A CRM for people who do the job
Most CRM software is built for office sales teams. Bizora is a simple CRM for tradesmen, tradeswomen and sole traders: customers, call-backs, quotes, call notes and documents, ready in a minute and easy to use on a phone between jobs.
Most lost jobs are never priced wrong
Plenty of work goes to the next firm simply because nobody rang back. A dated follow-up on every quote means you chase while the customer still remembers your visit.
Repeat work and referrals cost nothing
The next room, the annual check, the neighbour who saw your van. A clear history of every customer makes it easy to get back in touch with the people most likely to book you again.
Pick your trade
Bizora has pages for plumbers, electricians, builders, roofers, joiners, decorators, landscapers and cleaners, each showing how that trade uses it day to day.
What kind of work do you do?
Quotes and call-backs, sorted between jobs.
Log a boiler enquiry from the van, set a reminder to send the quote, and see which jobs are still waiting on a yes.
- Every quote with a ring-back date
- Photos and certificates saved to the customer
- Repeat customers easy to find
Open quotesSample dataJMJean MorrisCombi boiler swap£2,850TodayHLHarlow LettingsAnnual service × 6£540FriDPDev PatelLeak, en-suite£3202d lateACAnna ColeRadiator move£410Mon
From EICR to rewire, nothing slips.
Keep landlords, homeowners and contractors in one list, with every certificate and quote beside the right customer.
- Landlords linked to every property contact
- Certificates stored on the record
- Overdue chases stand out
Open quotesSample dataBSBaker & SonsShop rewire£4,200TodayKOK. OseiConsumer unit£680FriNHNorthgate HomesEICR × 12£1,4402d lateRBRuth BellEV charger£950Mon
Big quotes deserve a proper follow-up.
Extensions and refurbs take weeks to land. Bizora reminds you to chase, and keeps drawings and contracts in one place.
- Track big quotes through every stage
- Drawings and contracts on the customer
- See what this month is worth
Open quotesSample dataTHThe HendersonsRear extension£48,000TodayMLMill Lane DentalRefit£22,500FriSOS. OkaforLoft conversion£36,0002d lateGWGrace WuGarage conversion£18,400Mon
Keep regulars happy and new clients coming.
Track one-off quotes and regular contracts, with notes on keys, alarm codes and preferences saved to each client.
- Notes on every client and property
- Follow up after a one-off clean
- Your team sees the same info
Follow-upsSample dataOOOrchard OfficesWeekly contract£1,200/moTodayMSM. ShahEnd of tenancy£280FriHLHolly Lodge B&BDeep clean£4502d lateTGT. GreenFortnightly£96Mon
Every proposal, every conversation, one place.
Remember who you spoke to, what they need and when to check back, without a CRM built for a sales floor.
- People linked to their companies
- Call notes you can actually find
- Proposals tracked to won
Open proposalsSample dataFGFernhill GroupOps review£6,500TodayLSLumen StudioRetainer£2,000/moFriCCCarver & CoWorkshop£1,8002d latePLPike LogisticsDiscovery£9,000Mon
Shared client context for the whole team.
Everyone sees the latest call, file and next step, so clients never have to repeat themselves.
- Owner, Moderator and Member roles
- Files beside the client
- Workspace search across everything
PipelineSample dataBGBrightside GymsWebsite rebuild£14,000TodayKCKettle & CoBrand refresh£7,500FriWVWestfield VetsSEO retainer£900/mo2d lateOTOrbit TeaPackaging£4,200Mon
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.
Partners · Approvals · As seen on
Trusted & recognised
Partner
Partner
Approved on SaaSHub
Questions
CRM for tradespeople FAQs
Anything not covered here? Email hello@bizora.co.uk and we will get back to you.
What is the best CRM for tradesmen and tradespeople?
The best CRM for a tradesman or tradeswoman is quick to set up, easy to use on a phone and cheap to run. Bizora covers customers, quote follow-ups, call logging and documents, and the Free plan has no time limit and needs no payment card.
How much does Bizora cost for a one-van business?
Nothing. The Free plan holds 250 customers and 250 contacts with two users, which covers most one-van businesses. Paid plans start at £19.99 a month if you outgrow it.
Can I add a job from a missed call or a text?
Yes. Add the customer, their number and a one-line note from your phone, then give it a call-back date so it cannot slip.
Does Bizora do invoicing or job scheduling?
No. Bizora covers the customer side: enquiries, quotes, call-backs, notes and files. Keep your invoicing app and calendar for the rest.
Can my partner or office help with the admin?
Yes. The Free plan includes two users, so whoever answers the phone or does the books sees the same customers, notes and call-backs as you.
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.