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General

Practical advice on CRM, sales follow-ups, client management and staying organised, written for sole traders, small businesses, SMEs and freelancers.

General

Client Relationship Management for Professional Services Firms

Professional services firms win work through relationships. Here is how accountants, solicitors, brokers, advisers and recruiters can manage them properly.

28 October 20264 min read

General

How to Prepare Your Business for a Quiet Month

Quiet months happen to every small business. Here is how to see them coming, fill the gaps with repeat work and follow-ups, protect your cash flow and make good use of the time.

26 October 20263 min read

General

How to Clean Up Your Customer Data (Duplicates, Gaps and Old Records)

Duplicate contacts, missing numbers and customers who left years ago. Here is a simple, step-by-step way to clean up your customer data and keep it clean.

22 October 20264 min read

General

PHP2Shell (CVE-2026-109618 and CVE-2026-109619) - Bizora CRM Is Patched

Two critical vulnerabilities in PHP, known as PHP2Shell, were disclosed this week. Bizora CRM runs on a patched version. Here is what happened and what it means for you.

22 October 20263 min read

General

How to Switch CRM Without Losing Data (Step-by-Step)

Outgrown your CRM, or paying too much for it? Here is a step-by-step plan for switching CRM without losing customers, history or your team’s goodwill.

21 October 20264 min read

General

How to Track Leads Without a Sales Team

Leads arrive by phone, email, website forms and social media. Here is a simple system for tracking every one, following up on time and knowing which sources actually bring work.

19 October 20263 min read

General

Sales Pipeline Stages for Small Businesses: A Simple 5-Step Pipeline

A sales pipeline does not need to be complicated. Here is a simple five-stage pipeline that suits sole traders and SMEs, what each stage means and how to keep deals moving.

16 October 20263 min read

General

How to Follow Up a Quote (With Text and Email Examples)

Most quotes are not lost on price. They are lost because nobody followed up. Here is when to chase, what to say, and examples you can copy.

12 October 20264 min read

General

Do I Need a CRM? An Honest Guide for UK Small Businesses

You need a CRM if leads, follow-ups or customer details are slipping through the cracks, or if more than one person deals with your customers. If you have a few repeat clients and can remember ever…

7 October 20267 min read

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This is sick! Bizora is clean and informative without being too much. I can see my customers enquiries and follow-ups in one place without digging through menu's. It's exactly what a growing brand like ours needs.
Jack RFounder of Reed Clothing, Essex

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