Changelog
What’s changing
New features and improvements, with their current release status.
Prepared for release
A calendar for your whole month
Meetings, follow-ups, deals and renewals together, so the week ahead is clear at a glance.
- A new Calendar page in the menu shows a month of everything planned with your customers.
- Add events for meetings, site visits and appointments, with a time, a place, the customer and who is going, or make them all day.
- Follow-ups appear on their due date, open deals on their expected close date and documents on their expiry date, all colour-coded.
- Add your private calendar link to Google Calendar, Outlook or Apple Calendar to see your meetings and follow-ups on your phone.
- On a phone, the calendar becomes a simple list of the days that have something on.
Prepared for release
Bizora now does the next step for you
Small automations that save a few minutes every week, with nothing to set up.
- Move a deal to On quote and a reminder to chase the quote is added for three working days later.
- Mark a deal won and the customer becomes a client, with a reminder a week later to say thanks and ask for a review.
- Give a certificate, policy or contract an expiry date and a renewal reminder is added a month before. Expiry dates turn amber as they get close.
- A Going quiet list on the Today page shows open deals with no contact for two weeks, with one tap to plan a follow-up.
Prepared for release
Bizora on your phone’s home screen
Open Bizora from its own icon, full screen and straight to your dashboard.
- Add to home screen is in the account menu on every phone and tablet.
- On iPhone and iPad, a short guide shows the three taps it takes. On Android, Chrome installs it in one tap where it can.
- A new Integrations page shows what is coming next, and lets you tell us which apps you would like Bizora to work with.
Available
A fresh, simpler Bizora
A calmer look and quicker everyday work, from the first screen to the last.
- A new Today dashboard with your follow-ups first, this month’s figures and a short Getting started checklist for new workspaces.
- A menu with icons that folds down to a slim rail on larger screens.
- Customers brings people and businesses together, with Companies and Contacts tabs and an All, Businesses or Individuals filter.
- Redesigned customer profiles with tabs for activity, follow-ups, deals and documents, and quick call, email and copy buttons.
- Preview photos, PDFs, text and CSV files without downloading them.
- Snooze a follow-up to tomorrow or next week in one tap.
- Type to search when choosing a customer, instead of scrolling a long list.
Available
A pipeline board and deal reports
See every open quote by stage and how the year is going.
- Drag deals across your pipeline, from Enquiry to On quote to Won or Lost. On a phone, use the Move to list.
- Rename, reorder, add or remove pipeline steps to match how you work.
- Reports show money won each month, your win rate, the average deal and your top customers over the last 12 months.
Prepared for release
Search by address and postcode
Find a customer the way you remember them: by the street the job was on.
- Workspace search now looks through company addresses, towns and postcodes.
- Postcodes match with or without the space, so SW1A1AA finds SW1A 1AA.
- Company results show the street and postcode, so you can pick the right one at a glance.
Available
Custom fields for companies and contacts
Track the details that matter to your business, not just the ones a CRM thinks you need.
- Add your own text, number, date, dropdown and yes/no fields, such as VAT number, renewal date or boiler type.
- Keep extra spreadsheet columns as custom fields when you import, without setting them up first.
- Custom fields appear on every record, in CSV exports and in search.
- Free includes 5 company fields and 5 contact fields, Business 15 of each and Premium 30 of each.
Available
A new Bizora website and blog
Find out what Bizora can do for your business, with clearer guides to every feature and plan.
- A page for every feature, from contact management and deal tracking to documents and team permissions.
- Guides for sole traders, freelancers, consultants, accountants, agencies, startups and growing small businesses, plus plumbers, electricians, builders and other trades.
- A dedicated pricing page comparing the Free, Business and Premium plans.
- The Bizora blog, with practical CRM advice for sole traders and small businesses.
Available
Import your companies and contacts
Bring your existing customer list into Bizora in minutes, straight from a spreadsheet.
- Upload a CSV file of companies and contacts, or start from the downloadable template.
- Columns are matched automatically and can be adjusted before anything is imported.
- Contacts are linked to their companies, existing companies are reused and repeat contacts are skipped.
- The import completes in full or not at all, so a problem never leaves half your data behind.
Available
Team Moderator role and easier sign-in
More control over what your team can change, and fewer locked-out mornings.
- A new Team Moderator role can edit companies, contacts, deals and documents without access to billing or team settings.
- Team Members can view everything, log calls and manage follow-ups without changing your records.
- Reset a forgotten password from the sign-in page with a secure, time-limited email link.
Available
Deals, follow-ups and call logging
Track the value of your work, plan every next step and keep a shared record of every conversation.
- Deals: record the value, stage and expected close date of work with each company, and see your open pipeline and revenue won.
- A Follow-ups page for every next step, with owners, due dates and one-click completion.
- Log calls, emails and meetings against contacts, with a shared activity history on each company.
- Mark companies as prospects, clients, suppliers or partners, and a clearer dashboard with notifications.
- Notifications for overdue and due-today follow-ups, deals nearing their close date and recently won deals.
Available
Simpler everyday CRM work
Small improvements that make it easier to find, organise and protect your workspace data.
- Search companies and contacts quickly, with clearer empty-search results and clickable phone numbers.
- Export workspace companies and contacts as CSV files from the page actions.
- Duplicate company warnings help prevent accidental repeat records.
- Settings are grouped into Profile and Security, with a clearer referral experience and reward progress.
Available
A clearer view of your team and subscription
A simpler layout for managing your workspace and understanding your billing.
- A single billing summary with subscription status, the next payment date and membership end dates for cancellations.
- Separate areas for team access and subscription management, with less repeated information.
- Clearer pricing that shows tax is included.
Available
Your company workspace, connected
The core tools available in Bizora today.
- Keep companies, contacts, notes and company documents together.
- Invite your team and choose Owner, Team Moderator or Team Member access.
- Manage paid plans, additional seats and billing through Stripe.
Looking ahead
Roadmap & ideas
Our direction of travel. Ideas are not commitments, and priorities may change.
In progressMinor visual & user-friendly adjustments
Refine the interface with small visual improvements and usability updates that make everyday work clearer and more comfortable.
In progressTags
Label customers your own way, such as VIP, landlord or annual service, and filter your list by tag.
PlannedRepeat follow-ups
When you tick off a follow-up, repeat it in six months or a year: ideal for annual services, renewals and check-ins.
PlannedKeep in touch reminders
A short list of clients you have not spoken to in six months, so good customers never drift away.
PlannedIntegrations
Connect Bizora with the tools you already use. Tell us which ones matter most from the Integrations page in the app.
Under considerationTwo-factor authentication
Add an extra layer of account security with two-factor authentication for workspace users.
Under considerationDark & light mode
Choose between dark and light themes to suit your working environment and personal preference.
Under considerationFavourites & pinned contacts
Keep important contacts close at hand by marking them as favourites or pinning them for quick access.
Under considerationPush notifications
Get follow-up reminders and important workspace updates as notifications on your phone, as well as by email and in Bizora.
Under considerationInvoicing
Create and manage customer invoices alongside your company records, with a clearer view of amounts due and payment status.
Under considerationMore automation
Building on quote chasing, won-deal thank-yous and renewal reminders: more small actions Bizora can take for you, each with a simple on or off switch.
Under considerationAI integration
Explore assistance with summarising company information and drafting routine content, with people in control of the final result.
Under considerationCustom workflows
Shape stages, tasks and processes around the way your business works.
Under considerationFull activity timeline
Alongside logged calls, emails and meetings, see record changes, notes, documents and team activity in one history.
Under considerationTwo-way calendar sync
Building on the calendar link: changes made in Google Calendar or Outlook flowing back into Bizora too.
Under considerationSaved views
Save useful filters for prospects, customers, suppliers or priority accounts and open them in one tap.
Under considerationBulk actions
Update tags, statuses or owners across multiple selected companies and contacts at once.
Under considerationDuplicate merging
Building on duplicate company warnings, safely combine repeat companies or contacts while keeping their notes, deals and documents.
Under considerationWorkspace audit log
Give owners a searchable record of important access, settings, billing and data-management actions.
Under considerationPublic API and webhooks
Connect Bizora to other systems with scoped API keys and event notifications controlled by workspace owners.
