How can we help?

You can reset your password at app.bizora.co.uk/forgot-password.php: enter your email and we will send a reset link. If it does not arrive, check your spam folder or email support@bizora.co.uk.

Yes. Bizora is hosted in Europe and handled under UK GDPR, with documents stored in Germany. Each workspace is kept separate, passwords are never stored in readable form, and you can export your data to CSV whenever you like.

Yes. The Free plan includes 500 companies, 500 contacts, 100 documents and two team seats. You do not need a payment card to register.

Bizora is free to start: the Free plan has every feature, two users and room for 500 companies and 500 contacts, with no time limit. When you need more room, Business is £19.99 a month with five users and Premium is £34.99 a month with ten. Extra users are £1 a month each. Prices include VAT.

Yes. The Free plan is free forever, not a trial, and has every feature: two users, 500 companies, 500 contacts, 100 documents and 1 GB of storage. You do not need a payment card to sign up.

Both have every feature; they differ in room. Business (£19.99 a month) has five users, 5,000 companies, 5,000 contacts and 50 GB of storage. Premium (£34.99 a month) has ten users, 25,000 companies, 25,000 contacts and 150 GB. Need more than Premium? Ask us about a custom plan.

Yes. In Team & subscription, choose the Free plan. Your paid plan carries on until the end of the period you have paid for, then your workspace moves to Free. Your records are kept, and there is no cancellation fee.

The best free CRM is one that covers the essentials without a card or a trial deadline. Bizora’s Free plan includes 500 companies, 500 contacts, 100 documents, 1 GB of storage and two team seats, free for as long as you need it. If you need more space for files, add 25 GB of storage for £1.99 a month without upgrading.

Yes, the Free plan has no time limit and includes every feature. Upgrade when you need more room: Business (from £19.99 a month) holds 5,000 companies, 5,000 contacts and five seats, and Premium holds 25,000 companies, 25,000 contacts and 10 seats, with more storage and custom fields on both.

Yes. Not right for you? Tell us within 30 days of your first payment and we will refund it in full. It covers the first payment of your first Business or Premium plan, monthly or yearly. Ask in Team & subscription, or email support@bizora.co.uk, and we refund the payment and move your workspace back to Free with your records kept.

Yes. The Free plan includes 500 companies, 500 contacts, 100 documents, two team seats, 1 GB of storage (expandable from £1.99 a month) and 5 custom fields each for companies and contacts.

The Business plan costs £19.99 per month and includes 5,000 companies, 5,000 contacts, 2,500 documents, five team seats, 50 GB of storage and 15 custom fields each for companies and contacts.

The Premium plan costs £34.99 per month and includes 25,000 companies, 25,000 contacts, 10,000 documents, 10 team seats, 150 GB of storage and 30 custom fields each for companies and contacts.

Yes. Pay yearly and you save 17%, the same as getting 2 months free: Business is £199.90 a year and Premium is £349.90 a year, instead of 12 monthly payments. Extra seats and storage add-ons get the same 2 months free on yearly billing. You can switch between monthly and yearly in Team & subscription.

Yes. Custom fields let you track details such as a VAT number, renewal date or boiler type. You can add 5 company fields and 5 contact fields on Free, 15 of each on Business and 30 of each on Premium. Extra spreadsheet columns can become custom fields when you import.

Yes. Every workspace starts on Free, and an Owner can upgrade or add seats from Team & subscription after signing in. Your records stay exactly where they are.

Additional team seats cost £1 per seat, per month, on any plan, or £10 a year on yearly billing.

Yes, on any plan, including Free. Add storage in 25 GB blocks for £1.99 per month each from Team & subscription, without changing plan. Storage add-ons give you more space for files; the number of documents you can store is set by your plan.

No. The Free plan includes 1 GB, and you can add 25 GB blocks for £1.99 per month each whenever you need more space, while staying on Free.

Yes. Every plan, including Free, includes company and contact management, deal tracking, follow-ups, call logging, documents, team permissions and search. Plans differ only in capacity, such as records, storage, seats and custom fields.

No. Deals, follow-ups and logged calls are unlimited on every plan. Plan allowances apply to companies, contacts, documents, storage and team seats.

For most sole traders, yes. The Free plan includes 500 companies, 500 contacts, 100 documents and every feature, with no time limit. If you need more space for files, add 25 GB of storage for £1.99 a month without changing plan.

No. You can create a Free Bizora workspace without entering payment card details.

Yes. The Free plan costs nothing, needs no payment card and has no time limit. It includes 500 companies, 500 contacts, 100 documents, 1 GB of storage, two team seats and every Bizora feature.

Look for a free CRM with no trial deadline, no locked features and pricing in pounds. Bizora is priced in pounds, and its Free plan includes contacts, companies, deals, follow-ups, call logging, documents and team roles, free for as long as you need it.

For most sole traders, a simple CRM with clients, follow-ups and quotes in one place is enough. Bizora’s Free plan covers 500 clients with every feature, which is plenty for most one-person businesses.

More room. Business (£19.99 a month) includes 5,000 companies, 5,000 contacts, 2,500 documents, five seats, 50 GB of storage and 15 custom fields each. Premium (£34.99 a month) includes 25,000 companies, 25,000 contacts, 10,000 documents, 10 seats, 150 GB and 30 custom fields each.

No. Every plan, including Free, has every feature. Plans differ only in how many records, documents, seats, custom fields and how much storage they include.

No. You can register and use the Free plan without entering any payment details.

Workspace Owners invite people from Team & subscription. Free includes two users, Business five and Premium ten, and you can add extra users on any plan for £1 a month each, up to 500.

Not directly yet. Bizora has a calendar feed for Google, Outlook and Apple calendars, and you can import and export your customers as CSV files at any time. More integrations are on the way.

Bizora works in the browser on any phone or tablet, so there is nothing to install. You can also add it to your home screen: open the account menu and choose Add to home screen, and it opens full screen like an app.

A CRM calendar shows your meetings alongside the follow-ups, deals and renewals stored in your customer records, so one view tells you everything planned with your customers.

Yes. Add an event with a date, an optional start and end time, a place, the customer it is for and who is going. Leave the times empty for an all-day event.

Each person can add a private calendar link to Google Calendar, Outlook or Apple Calendar. Their Bizora meetings and follow-ups then appear there and update automatically. Changes are made in Bizora.

Everyone in the workspace, including Team Members, can add and edit events and follow-ups.

Yes. The calendar, events and calendar link are included on every plan, including Free.

Call logging means recording each call, email or meeting against the customer, with the date, who was involved and a short summary, so anyone on the team can see the conversation history.

No. Bizora is not a phone system. You make calls as usual and log a short note of the conversation afterwards.

Yes. Everyone in the workspace can log activity and schedule follow-ups, while company and contact details stay editable by Owners and Team Moderators.

Yes. Add a follow-up date while logging and Bizora creates a follow-up assigned to you, linked to the same contact and company.

Yes. Call logging is included on every plan, and logged calls are unlimited, even on Free.

Company management means keeping a single record for each organisation you work with, holding its details, contacts, notes, deals, activity and documents.

Yes. Each company can be marked as a prospect, client, former client, supplier, partner or other, and the company directory can be filtered by type.

A spreadsheet row cannot hold a call history, linked contacts or documents. A CRM connects them, controls who can edit them and keeps one current version for the whole team.

Yes. Each company profile shows the total value of deals won with that client and the value of any open deals.

Yes. Custom fields let you add text, number, date, dropdown and yes/no fields, such as a VAT number, renewal date or boiler type. They appear on every record, in search and in CSV exports. Free includes 5 company fields, Business 15 and Premium 30.

The Free plan holds 500 companies and 500 contacts. Business holds 5,000 companies and Premium 25,000.

Follow-up tracking gives every next step, such as a call-back or quote chase, a due date and an owner, so it appears on a list when it is due instead of relying on memory.

Due and overdue follow-ups appear at the top of your dashboard and on the Follow-ups page, and the sidebar shows how many are due today.

Everyone in the workspace, including Team Members, can add, assign and complete follow-ups. Only Owners and Team Moderators can change company and contact details.

Yes. Each company profile lists its open follow-ups, and you can add a new one from there.

No. Follow-ups are included and unlimited on every plan, including Free.

Contact management software stores the people your business deals with, their details and your history with them in one searchable place. In Bizora, each contact is linked to a company and shows their calls, follow-ups and notes.

Yes. Bizora’s Free plan includes contact management for up to 500 contacts and 500 companies, two users and every feature, with no payment card and no time limit.

A contact manager stores names and details. A CRM also tracks what happens with each contact: calls, follow-ups, deals and documents. Bizora does both, without the complexity of enterprise CRM software.

Yes. Export your list as a CSV file and upload it. Bizora matches the columns, links each person to their company and skips anyone already there.

Yes. Add custom text, number, date, dropdown and yes/no fields to contacts, such as a birthday or preferred contact time. Free includes 5 contact fields, Business 15 and Premium 30.

Yes. Everyone you invite works from the same contact database. Owners and Team Moderators can edit contacts, and Team Members can view them and log calls.

A deal is a piece of work with a customer, such as a quote, project or contract. It has a name, a value in pounds, a step on your pipeline (such as Enquiry or On quote) until it is won or lost, an optional expected close date, an owner and optionally a contact.

Yes. Each company profile shows the total value of deals won with that client, plus the value of any open deals.

No. Bizora tracks the value of deals you win, not invoices or payments. Continue to use your accounting software for invoicing and VAT.

Yes. Owners and Team Moderators can export all deals to a CSV file for spreadsheets or reporting.

No. Deal tracking is included on every plan and deals are unlimited, even on Free.

Yes. Bizora stores documents on each company record, so files sit alongside the customer’s contacts, notes, deals and call history.

You can upload PDFs, Word, Excel and PowerPoint files, CSV and text files, and PNG or JPEG images, up to 5 MB per file.

The Free plan includes 100 documents and 1 GB of storage. You can add 25 GB blocks for £1.99 a month each without leaving Free.

Owners and Team Moderators can upload and remove documents. Team Members can view company information and download documents.

Yes. Add an expiry date when you upload a document, or later from its menu, and a renewal follow-up is added a month before. Change the date and the reminder moves with it.

No. Document search uses the document title, file name and company name, not the text inside the file.

Bizora has three roles. Owners manage everything including team access and billing, Team Moderators can edit records and documents, and Team Members have view and download access.

Yes. Give them the Team Member role and they can view records and download documents without editing anything.

An Owner creates an invitation from Team & subscription. The invited person receives an email link that expires after seven days and can only be used once.

Yes. You can make several people Owners, and Bizora always keeps at least one active Owner in each workspace.

Free includes two seats, Business five and Premium ten. Extra seats cost £1 per seat, per month, on any plan.

CRM automation means your CRM does routine steps for you when something happens, such as adding a follow-up when a deal is won or telling a manager about a big new deal. In Bizora, each automation is a simple rule you set up in a minute, with no code.

Yes. Every Bizora plan includes automations. Free runs three at once, Business 15 and Premium 50. The quote-chasing and after-a-win automations built into Bizora are included on top and do not count.

When a customer, contact or deal is added, a deal moves to a pipeline step or is won or lost, a call, email or meeting is logged, or a follow-up is marked done, Bizora can add a follow-up, change the customer’s relationship, give the deal to a team member or email someone in your team.

No. Automations only email people in your own team. Messages to your customers stay in your hands.

Yes. Use the “Book the next service” template: when a follow-up that mentions “service” is ticked off, Bizora books the next one for a year later. It works for annual services, renewals, reviews and check-ins.

No. You choose from lists: when this happens, only if this is true, then do this. Bizora shows each automation as a plain sentence so you can check it before switching it on.

You can search company names, emails, phone numbers, websites, addresses, postcodes, notes and custom fields; contact names, job titles, emails and phone numbers; and document titles and file names.

Yes. Company search covers street, town and postcode, which is handy for finding a job or customer by address.

No. Document search uses the document title, file name and company name, not the text inside the file.

Yes. Export companies and contacts as CSV files from the Companies and Contacts pages.

Yes. Workspace search and CSV export are included on every plan.

Yes. Save your spreadsheet from Excel, Google Sheets or another CRM as a CSV file and upload it. Bizora matches the columns, links each contact to their company and skips anyone already in your workspace. Extra columns can be kept as custom fields.

For most small businesses, a few minutes. Signing up takes a minute, and importing a CSV is three steps: upload, match your columns and review. Larger or messier lists take a little longer to tidy before you upload.

Companies and contacts: company name, email, phone, website and address, and each person’s name, job title, email, phone and mobile. Any other column can be kept as a custom field.

Not with the importer, which brings in companies and contacts. A short notes column can come across as a custom field of up to 500 characters. Files can be uploaded to each company, and deals and follow-ups added as you go.

Companies with the same name are matched to the company already in Bizora rather than added again. A person already at that company, matched by email or by name, is skipped. The review step lists every skipped row and the reason.

Yes. In Bizora every person belongs to a company, so your file needs a company name column. For sole-trader customers, use their own name or business name as the company.

Each file can have up to 5,000 rows and be up to 2 MB. Split a bigger list into several files and import them one after another. Your plan’s company and contact allowance also applies, and Bizora tells you before importing if a file would go over it.

Nothing is saved until you confirm on the review screen, so check the counts and the skipped rows there first. After importing, records can be edited or deleted like any others.

Yes. Export your companies and contacts to CSV whenever you like, on every plan.

No. Importing is included on every plan, including Free, which holds up to 500 companies and 500 contacts with no card needed.

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.

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.

Yes. You can export companies and contacts as CSV files, which open in Excel, Google Sheets and Numbers.

Yes. Every workspace starts on the Free plan, with no payment card required.

Yes. Bizora is a simple CRM for sole traders and the self-employed. Keep clients, follow-ups, deals and documents in one place on the Free plan, with no time limit and no payment card.

The best CRM for a small business is simple to use, priced in pounds and does not charge extra for basic features. Bizora includes every feature on its Free plan and needs no payment card to start.

Yes. Bizora’s Free plan is free forever, not a trial. It includes 500 companies, 500 contacts, 100 documents, two users and every feature.

Signing up takes a minute. Importing a customer spreadsheet takes a few minutes more: upload a CSV, check the matched columns and confirm.

Yes. Bizora connects companies, contacts, notes, follow-ups and documents, controls who can edit them and keeps one current version for everyone. You can still export to CSV at any time.

No. Bizora manages customer relationships, follow-ups and deals. Keep using your accounting software for invoices and VAT.

The best CRM for an SME is one your team will use every day. Bizora focuses on the essentials (companies, contacts, deals, follow-ups and documents) with clear team roles and simple pricing, rather than a long list of enterprise features.

Yes. You can start on the Free plan with two team seats. Business is £19.99 per month and Premium is £34.99 per month, with extra seats at £1 each per month. All prices are in GBP and include tax.

Free includes two seats, Business five and Premium ten. Add extra seats for £1 each per month on any plan.

Yes. Owners manage team access and billing, Team Moderators can edit records and documents, and Team Members have view and download access and can log calls.

Yes. Bizora works for businesses anywhere. Plans are billed in pounds sterling, and customer data is hosted in Europe.

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.

Yes. Sole traders can use the Free plan for as long as they like. It includes 500 companies, 500 contacts, 100 documents, 1 GB of storage and two team seats. Need more space for files? Add 25 GB for £1.99 a month and stay on Free.

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.

No. Bizora manages client relationships, follow-ups and deals. Keep using your accounting or invoicing software for invoices, bookkeeping and Self Assessment.

Yes. Bizora works for sole traders, freelancers, contractors and other self-employed professionals who want an organised, low-cost way to manage client relationships.

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.

A good CRM for a small practice tracks new enquiries and proposals, keeps client contacts shared and works alongside your practice software. Bizora does that, and the Free plan includes two users with no time limit.

No. Bizora is a focused CRM for client relationships, contacts and documents. It does not handle bookkeeping, tax returns, deadlines or billing, so use it alongside your accounting software.

Yes, as custom fields on each client. Free includes 5 company fields, Business 15 and Premium 30.

Yes. You can attach business documents such as engagement letters and proposals to each client company, up to 5 MB per file. Do not upload identity documents or payment-card details.

You can start on the Free plan. Business is £19.99 per month and Premium is £34.99 per month, in GBP including tax, with extra seats at £1 each per month.

The best CRM for a small agency tracks new business and keeps client history shared across the team, without weeks of setup. Bizora covers pipeline, contacts, call notes, follow-ups and documents, and the Free plan has no time limit.

Yes. Add each pitch as a deal with its value, owner and expected close date, then mark it won or lost. The Deals page shows your pipeline and win rate.

No. Keep using your project and time-tracking tools for delivery. Bizora manages client relationships, new business and documents.

Yes. Invite them as Team Members to view records and log calls without editing client details. Extra seats are £1 a month each.

Start free with two users. Business is £19.99 a month with five seats and Premium £34.99 with ten, billed in GBP including tax.

A B2B CRM helps you manage relationships with other businesses. It organises records around companies and the people who work for them, rather than individual consumers.

Yes. You can link as many contacts as you need to a company and mark one as the primary contact.

Yes. Deals are added to a company, and each company profile shows the total won and the value of open deals.

Bizora is designed around business relationships. You can add individual customers by using their own name as the company, but it suits businesses that work with other organisations best.

Yes. The Free plan includes 500 companies, 500 contacts and two team seats, with no payment card required.

The best CRM for a builder tracks large quotes over long decision times, keeps drawings and photos with the customer and shows the value of work in the pipeline. Bizora was built for exactly that, and you can run it free for as long as you like.

No. Bizora tracks customers, enquiries, quotes and follow-ups. Keep using your estimating, scheduling and accounting tools for those jobs.

Yes. Upload PDFs and images up to 5 MB each to the customer. Free includes 100 documents and 1 GB, and you can add 25 GB of storage for £1.99 a month.

Yes. Free includes two users and Business includes five. Owner, Moderator and Member roles control who can change customer records.

The Deals page shows the total value of open quotes, money won this month and this year, and your win rate. Each customer’s profile shows their own totals.

The best CRM for a cleaning business keeps client and access details where the whole team can find them and makes chasing quotes easy. Bizora is designed for both, and a small team can use it free indefinitely.

No. Bizora tracks clients, quotes and follow-ups. Keep using your calendar or booking tool for cleans and your invoicing software for payments.

Two users are free and Business includes five. Extra seats are £1 per person per month on any plan.

Each workspace is private to your team, data is hosted in Europe, and roles let you decide who can change client records.

Yes. Export your client spreadsheet as a CSV file and import it. Bizora maps the columns for you and can keep extra columns, such as access notes, as custom fields.

A good consultant CRM tracks proposals, keeps stakeholder contacts and meeting notes together and costs little to run. Bizora covers all of that, and you can use the Free plan for as long as it fits.

Yes. Invite team members and choose whether they can edit records or only view them and log calls.

Yes. You can upload PDFs, Office documents, CSV and text files, and images to each client company, up to 5 MB per file.

No. Bizora focuses on client relationships, proposals and documents. Keep using your preferred accounting or time-tracking tool alongside it.

The Free plan costs nothing and includes two team seats. Business is £19.99 per month and Premium is £34.99 per month, in GBP including tax.

The best CRM for an electrician keeps certificates with the customer, reminds you about recurring inspections and makes chasing quotes easy. Bizora covers all of that, and the Free plan has no time limit and needs no payment card.

No. Keep using your certification software to create EICRs and installation certificates, then upload the finished PDF to the customer in Bizora so it is easy to find.

Free includes 100 documents and 1 GB of storage. If you file a lot of certificates and photos, add 25 GB for £1.99 a month, or move to Business for 2,500 documents.

Yes. Add a custom date field for the next inspection and a follow-up for when to get in touch. Both stay with the landlord’s record.

Yes. Two users are free. A Team Member role lets someone view records and log calls without changing customer details.

A good CRM for an independent agent makes valuation follow-ups routine and keeps vendors, landlords and introducers in one place. Bizora does that simply, with a Free plan to start.

Yes. Add each valuation as a deal with its expected fee and decision date, then mark it won when you are instructed.

No. Keep using your property software for listings, portals and viewings. Bizora covers relationships and follow-ups.

Yes. Add renewal or review dates as custom fields and set follow-ups so each landlord hears from you in good time.

A good adviser CRM keeps review dates in front of you, tracks prospects and introducers and is simple enough to use every day. Bizora does that, with a Free plan to start.

Yes. Add a follow-up for each client’s review and a custom date field for the review month. Due and overdue reviews appear on your dashboard.

Keep regulated documents in your back-office system. Bizora is for relationship records such as meeting notes, contacts and engagement documents.

Yes, from a CSV export. Bizora matches the columns and skips anyone already in your workspace.

Start free with two users. Business is £19.99 a month and Premium £34.99, billed in GBP including tax.

A good freelancer client tracker is simple, free or cheap, and focused on clients, quotes and follow-ups rather than sales targets. Bizora covers all three, plus documents and call notes, on a Free plan with no time limit.

Yes. The Free plan includes 500 companies, 500 contacts and every feature, and you can register without a payment card.

Yes. Store briefs, contracts and reference files on the client record they belong to, up to 5 MB per file.

No. Keep your invoicing and time-tracking tools. Bizora covers clients, quotes, follow-ups and documents.

Yes. Many freelancers trade as sole traders, and Bizora gives you one place for clients, follow-ups, deals and documents. See our page on Bizora for sole traders for more detail.

One that remembers each customer’s system, brings back annual services and makes install quotes easy to chase. Bizora does all three, and the Free plan has no time limit and needs no payment card.

Yes. Upload the certificate to the customer, add its expiry date and Bizora creates a renewal reminder before it is due.

No. Keep producing certificates in your certification software, then save the PDF to the customer in Bizora so it sits with their history.

Yes. Add the landlord or agent as a company and each tenant or property contact under it, with notes on access.

Yes. The Free plan holds 500 customers and 500 contacts with two users and every feature, for as long as you like.

A good CRM for a broker keeps renewal dates in front of you, tracks new-business quotes and shows the whole client relationship. Bizora does that simply, and the Free plan has no time limit.

Yes. Add the renewal date as a custom field and a follow-up for when to start the review. Due and overdue follow-ups appear on your dashboard.

Not directly. You can import clients from a CSV export and export your Bizora data to CSV at any time.

Each workspace is private to your firm, customer data is hosted in Europe, and roles control who can view or edit records.

Start free with two users. Business is £19.99 a month with five seats and Premium £34.99 with ten, billed in GBP including tax.

A good CRM for an IT firm tracks proposals, contract renewals and client stakeholders without a long setup. Bizora does that, with every feature on its Free plan.

No. Bizora does not handle tickets, time tracking or billing. Use it for client relationships, proposals and renewals.

Yes. Add a custom date field for the contract end date and a follow-up for when to start the renewal conversation.

Start free with two users. Business is £19.99 a month with five seats and Premium £34.99 with ten, billed in GBP including tax.

The best CRM for a joiner keeps measurements and quotes with the customer and tracks trade customers as well as homeowners. Bizora does both, and you can start without entering any card details.

No. Bizora is for customers, quotes and call-backs. Carry on with your usual tools for cutting lists, quotes and invoices, and upload the finished files to the customer.

Yes. Log each job for a builder or kitchen company as a deal on their record. Their profile shows the total you have won from them and what is still open.

Yes. Upload JPEG or PNG photos to the customer. They are handy for your portfolio and for matching finishes on future work.

Usually. Free holds 500 customers, 500 contacts and 100 documents with no time limit. Upgrade for more room only when you need it.

One that keeps plans and quotes with the customer and reminds you when to follow up. Bizora does both, and the Free plan has no time limit.

Yes. Upload plans, PDFs and photos to each customer. The Free plan includes 100 documents and 1 GB of storage, with more on paid plans.

No. Keep your design and quoting software. Bizora tracks the customer, the quote value, the files and the follow-ups.

Yes. Carpenters and joiners have their own page, covering bespoke work, fitted furniture and trade relationships.

The best CRM for a landscaper or gardener keeps regular customers organised, plans seasonal work and makes chasing project quotes easy. Bizora handles all three, free, with no trial period to watch.

No. Bizora tracks customers, quotes and follow-ups. Keep using your calendar for rounds and your invoicing software for invoices.

Yes. Add a custom field or a note on the customer. Only people in your workspace can see it.

Yes. Upload PDFs and JPEG or PNG images up to 5 MB each to the customer’s record.

The Free plan holds 500 customers and 500 contacts, with two users and no time limit. Business holds 5,000 customers for £19.99 a month.

A good CRM for a small firm tracks enquiries and fee quotes, keeps referrer relationships in view and works alongside case management. Bizora covers those essentials, with a Free plan to start.

No. Bizora does not manage matters, time recording, conflict checks or billing. Use it for enquiries, referrers and client relationships.

Yes. Add referrers as companies marked as partners, link their contacts and log every meeting and introduction.

Only people invited to your workspace. Owners decide who can edit records and who can only view them, and customer data is hosted in Europe.

Start free with two users. Business is £19.99 a month with five seats and Premium £34.99 with ten. Extra seats are £1 a month each.

One that remembers properties and customers and brings back repeat work. Bizora does both, and the Free plan has no time limit and needs no card.

Yes. Add notes, custom fields and photos to each customer, such as lock types, keys cut and access details.

No. Bizora covers customers, quotes, follow-ups and files. Keep your dispatch and invoicing tools for the rest.

Yes. Add the agent as a company with each property contact under it, and see every job you have done for them.

Yes. Free forever for 500 customers and 500 contacts with two users and every feature.

The best CRM for a decorator remembers colours and finishes for every customer and makes quotes easy to chase. Bizora does both, and the Free plan has no time limit and needs no payment card.

Yes. Use the customer notes, or add your own custom fields such as colour, brand and sheen. Free includes 5 company fields and 5 contact fields.

No. Write quotes and invoices in your usual software, then upload them to the customer in Bizora and track each quote as a deal.

Yes. Upload JPEG or PNG photos up to 5 MB each to the customer’s record.

Yes. The Free plan has no time limit and no card, holds 500 customers and includes two users.

A simple one you will actually use between jobs. Bizora covers enquiries, quotes, call-backs and photos, and the Free plan costs nothing with no time limit.

No. Bizora covers the customer side: enquiries, quotes, follow-ups, notes and files. Keep your invoicing app for the rest.

Yes. Add each builder as a company, link their contacts and log the jobs they send, so you can see who is worth looking after.

The best CRM for a plumber remembers each customer’s system, brings back annual service work and makes quotes easy to chase. Bizora does all three, and the Free plan has no time limit and needs no payment card.

Add a follow-up dated a year ahead when you finish a service. It appears on your dashboard and Follow-ups page when it is due, so you know who to ring.

Free includes 5 company fields and 5 contact fields, which covers make, model, install date, last service and warranty. Business gives you 15 of each.

Yes. Upload the PDF to the customer and it stays with their record. Keep producing certificates in your usual certification software.

Yes. The Free plan has no time limit, includes two users and holds 500 customers. Upgrade only if you need more room.

The best CRM for a professional services firm is simple enough for fee earners to use every day and works alongside practice software. Bizora covers clients, referrers, proposals, follow-ups and documents, with a Free plan to start.

No. Bizora does not handle time recording, billing, matters or regulated records. It manages relationships, business development and follow-ups.

Bizora is for relationship information. Keep regulated records, client money and compliance documents in the systems designed for them. Customer data in Bizora is hosted in Europe.

Free includes two users, Business five and Premium ten. Extra seats are £1 each per month on any plan.

For client business development, a good CRM tracks companies, hiring managers, calls, follow-ups and fee value without the cost of an enterprise platform. Bizora does that, with a Free plan to start.

Bizora is built around client companies, so it is not an applicant tracking system. Keep candidates in your ATS and use Bizora for clients and business development.

Yes. Add each vacancy or contract as a deal with its fee. Each client profile shows the total won and the value of open roles.

Yes. Invite your team, assign follow-ups to named consultants and use roles to control who can edit client records.

The best CRM for a roofer copes with sudden spikes of enquiries, keeps photos with the customer and makes chasing quotes easy. Bizora covers each of those on its Free plan, which never expires and asks for no card.

Yes. Bizora runs in your phone’s web browser, so you can upload JPEG and PNG photos up to 5 MB each straight to the customer, with nothing to install.

Free includes 100 documents and 1 GB. If you photograph every job, add 25 GB of storage for £1.99 a month, or move to Business for 2,500 documents and 50 GB.

No. Keep producing those in your existing software. Attach the finished PDF to the customer and log the quote as a deal so you can chase it.

Yes. Two users are free, so whoever answers the phone can log each enquiry while you are on a job.

A good free CRM for a startup should be quick to set up and cover the essentials. Bizora’s Free plan includes 500 companies, 500 contacts, 100 documents, 1 GB of storage, two team seats and every feature, with no card required.

Yes. Add investors as companies, set the relationship type to partner or other, and log meetings and follow-ups against them.

Yes. An Owner can move to Business or Premium, or add seats and storage, from Team & subscription at any time.

Yes. You can export your companies and contacts as CSV files from inside your workspace.

Yes. Bizora is designed to be straightforward, with no configuration or technical setup needed to get started.

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.

Nothing. The Free plan holds 500 customers and 500 contacts with two users, which covers most one-van businesses. Paid plans start at £19.99 a month if you outgrow it.

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.

No. Bizora covers the customer side: enquiries, quotes, call-backs, notes and files. Keep your invoicing app and calendar for the rest.

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.

The one your team will actually use. For sole traders and small businesses that need customers, quotes and follow-ups in one place, a simple CRM such as Bizora is often the best fit. Larger sales or marketing teams may need a bigger platform.

Bizora, HubSpot, Capsule, Zoho CRM, Bigin and Bitrix24 have free plans, ServiceM8 has one for a single user, and Salesforce has a Free Suite. Pipedrive, ActiveCampaign, monday CRM, Freshsales, Less Annoying CRM, OnePageCRM, Tradify and Jobber offer free trials instead. Limits vary, so check each pricing page.

Per workspace, in pounds, with VAT included. Free costs nothing, Business is £19.99 a month with five users and Premium is £34.99 a month with ten. Extra seats are £1 a month, for teams of up to 500 users.

Yes. Export your contacts and companies from your current CRM as a CSV and upload it to Bizora. Columns are matched for you and duplicates are skipped.

Competitor details were checked on each company’s website in October 2026. Plans and prices change, so always check the provider’s pricing page before deciding.

For the CRM side, yes: customers, deals, follow-ups, calls and documents. Bizora does not send email campaigns, so if email marketing is your main channel, ActiveCampaign is built for that.

No. Bizora is a CRM for managing customers and sales. You can export your contacts to CSV to use with an email marketing tool.

ActiveCampaign offers a 14-day free trial rather than a free plan. Bizora’s Free plan has no time limit.

Yes. Many businesses keep an email tool for newsletters and use Bizora for customer records, deals and follow-ups.

Yes. Export them as a CSV and upload the file to Bizora. Include a company column so each person is linked to their business.

Yes, if you want two free users, every feature and one flat price in pounds. If you need several pipelines or use other Zoho apps, Bigin may suit you better.

Bigin is Zoho’s simpler CRM for small businesses; Zoho CRM is its larger, more configurable product. We compare Bizora with both.

Yes, for one user with up to 500 records. Bizora’s Free plan has two users, 500 companies and 500 contacts: twice the records and an extra user.

Yes. Bizora’s prices are in pounds and include VAT. Bigin lists prices in US dollars.

Yes. Export a CSV and upload it to Bizora.

If you only need a CRM, yes. If you want tasks, chat, video calls and websites in the same tool, Bitrix24 is built for that.

Yes, with a basic CRM and collaboration tools. Bizora’s Free plan includes every Bizora feature for 500 companies and 500 contacts.

Bizora does less, on purpose, so there is less to learn. Most people are using it the same day they sign up.

Yes. Export a CSV and upload it to Bizora.

Yes, if you want a simple CRM with every feature on the free plan and one flat price for your team. If you need several pipelines, inbox sync or a wide range of integrations, Capsule may suit you better.

For most teams, yes, because Bizora is priced per workspace rather than per user. Business is £19.99 a month with five users included. Check Capsule’s pricing page for its current prices.

Both allow two users. Capsule’s free plan holds 250 contacts with core features. Bizora’s holds 500 companies and 500 contacts with every feature, so you get twice the contacts for free.

Yes. Export people and organisations from Capsule as a CSV and upload it to Bizora. Columns are matched for you and duplicates are skipped.

Bizora has a calendar feed for Google, Outlook and Apple calendars, and CSV import and export. More integrations are on the way.

For sole traders and small businesses that want a simple CRM, yes. If you need built-in calling, sales sequences or AI lead scoring, Freshsales is built for that.

Freshsales offers a 21-day free trial rather than a free plan. Bizora’s Free plan is free forever with every feature.

Yes. Export contacts and accounts as a CSV and upload it to Bizora. People are linked to their companies and duplicates are skipped.

No. Bizora focuses on doing the basics simply and reliably: customers, deals, follow-ups, calls, documents and a calendar.

For sole traders and small businesses that mainly need a customer list, deals and follow-ups, yes. If you need email marketing, landing pages or a large integration marketplace, HubSpot is the better fit.

For most teams. Bizora’s Free plan has every feature, and Business is £19.99 a month for the whole workspace with five users included. HubSpot’s paid tiers are priced per seat. Check HubSpot’s pricing page for current figures.

No. Bizora is a CRM for managing customers and sales. Use it alongside your email marketing tool, or keep HubSpot for marketing if you already rely on it.

Yes. Export contacts or companies from HubSpot as a CSV and upload it to Bizora. The importer matches HubSpot’s column names, links people to companies and skips duplicates.

Yes. Bizora’s Free plan is free forever with no card needed. It includes 500 companies, 500 contacts, two users and every feature.

It depends on what you need. For a simple CRM with a generous free plan and flat pricing in pounds, Bizora is built for sole traders and SMEs. For a configurable CRM, look at Zoho CRM; for a visual sales pipeline, Pipedrive.

Yes. Bizora, Zoho CRM, Capsule and Bigin all have free plans. Bizora’s includes every feature for two users, 500 companies and 500 contacts.

Per-workspace pricing usually works out cheapest as a team grows. Bizora Business is £19.99 a month with five users included and £1 a month for each extra seat.

Yes. Export your contacts and companies from HubSpot as a CSV and import them into the CRM you choose.

On each company’s own website in October 2026. Plans and prices change, so check their pricing pages before you decide.

For trades that mainly need customers, quotes and follow-ups, yes. If you need scheduling, dispatch, invoicing and payments in one app, Jobber is built for that.

Jobber offers a 14-day free trial rather than a free plan. Bizora’s Free plan has no time limit.

No. Bizora does not do invoicing or payments. Keep your invoicing app for those.

Yes. Export them as a CSV and upload it to Bizora. Duplicates are skipped.

Yes, if you want a free plan, pricing in pounds and users included in the price. If you need several pipelines or email logging by forwarding, Less Annoying CRM may suit you better.

It offers a 30-day free trial rather than a free plan. Bizora’s Free plan has no time limit.

Bizora Business is £19.99 a month with five users. Less Annoying CRM lists $15 per user per month, so five users would be $75. Check its pricing page for current figures.

Yes. Export a CSV and upload it to Bizora. Columns are matched for you.

For sole traders and small businesses that want a ready-made CRM, yes. If your team already lives in monday.com or wants fully custom boards, monday CRM may be the better fit.

monday CRM offers a 14-day free trial rather than a free plan. Bizora’s Free plan is free forever.

Yes. There is no seat minimum. Many sole traders use the Free plan on their own.

For small teams, usually. monday CRM plans start from three seats, while Bizora is free for two users and £19.99 a month for up to five. Check monday.com for current prices.

Yes. Export your boards to a spreadsheet, save it as CSV and upload it to Bizora.

Yes, if you want follow-up-focused simplicity with a free plan and one flat price. If you need email sync, tracking and sequences, OnePageCRM’s higher plans are built for that.

It offers a 21-day free trial rather than a free plan. Bizora’s Free plan has no time limit.

Yes. Every customer can have dated follow-ups, and today’s and overdue ones sit at the top of your dashboard.

Yes. Bizora’s prices are in pounds and include VAT. OnePageCRM lists its prices excluding VAT.

Yes. Export them as a CSV and upload it to Bizora.

For sole traders and small businesses, yes: you get a deal pipeline plus follow-ups, documents and a calendar, starting free. Larger sales teams that need several pipelines and a workflow builder may prefer Pipedrive.

Pipedrive offers a free trial rather than a free plan. Bizora’s Free plan is free forever with every feature.

For most teams, yes, because Bizora is one price for the workspace rather than per seat. Check Pipedrive’s pricing page for its current prices.

Bizora’s importer brings in companies and contacts from a CSV. Deals can be added as you go, which is quick with the deal form.

Yes. Bizora, HubSpot, Capsule, Zoho CRM and Bigin have free plans. Bizora’s includes every feature, including the deal pipeline, for two users.

For sole traders who need a pipeline plus follow-ups and files, Bizora is free forever with every feature. Bigin and Capsule also have free plans with a pipeline.

Per-workspace pricing usually works out cheapest. Bizora Business is £19.99 a month with five users included and £1 a month per extra seat.

Yes. Export people and organisations as a CSV and import them into the CRM you choose.

For sole traders and small businesses that want a simple CRM, yes. If you need heavy customisation, custom objects or a large sales operation, Salesforce is the better choice.

It depends on your team and plan. As an example, five users cost £19.99 a month on Bizora Business, while Salesforce lists Starter Suite at £20 per user per month. Check Salesforce’s pricing page for current figures.

No. Bizora is ready as soon as you sign up. Most people import their customers and are using it the same day.

Yes. Export accounts and contacts as a CSV and upload it to Bizora. The importer links people to their companies and skips duplicates.

Yes. Free forever, no card needed: 500 companies, 500 contacts, two users and every feature.

For a simple CRM that is ready on day one with flat pricing in pounds, Bizora is built for sole traders and SMEs. For a configurable CRM, Zoho CRM is popular; for marketing as well as sales, HubSpot.

Yes. Bizora is free for two users, and Business is £19.99 a month with five users included. Extra seats are £1 a month each.

Bizora, HubSpot, Zoho CRM and Capsule have free plans, and Salesforce has a Free Suite. Limits vary, so check each one.

Yes. Export accounts and contacts as a CSV and import them into the CRM you choose.

If you need customers, quotes and follow-ups rather than job dispatch and invoicing, yes. If you want to run every job from an app, ServiceM8 is built for that.

Yes, for one user and 30 jobs a month. Bizora’s Free plan has two users and no limit on jobs, quotes or follow-ups.

No. Bizora’s plans include a number of customer records and storage, but quotes, deals and follow-ups are unlimited.

Yes. Export them as a CSV and upload the file to Bizora.

If you need customers, quote follow-ups and files rather than scheduling and invoicing, yes. If you want to run jobs, timesheets and invoices from one app, Tradify is built for that.

Tradify offers a 14-day free trial rather than a free plan. Bizora’s Free plan has no time limit.

Yes. Export them as a CSV and upload the file to Bizora. Columns are matched for you and duplicates are skipped.

Yes, if you want something simple that works without set-up. If you want to customise modules and workflows, or already use other Zoho apps, Zoho CRM may suit you better.

Bizora is deliberately simple, with fewer settings and every feature on one screen per customer. Most people are using it the same day they sign up.

Yes, Zoho offers a free edition for up to three users. Bizora’s Free plan has two users, 500 companies, 500 contacts and every feature.

Yes. Export accounts and contacts as a CSV and upload it to Bizora. Duplicates are skipped and people are linked to their companies.

If you already have a Bizora account, click Apply now: your partner link is ready straight away. If not, sign up free first (no card needed), confirm your email and then apply. We review partners and may remove anyone who breaks the programme terms.

Yes, for partners who bring us lots of business, such as accountancy firms and agencies. We agree a higher rate individually and it is shown in your partner dashboard. Email hello@bizora.co.uk to talk about it.

Each commission is pending for 30 days after the payment it comes from, in case that payment is refunded, and is then approved. Once your approved balance reaches £25.00, request a payout from the Partner programme page in your Bizora account. We pay by bank transfer once a month and email you when it has been sent.

Yes, £25.00 of approved commission. Anything below that stays in your balance and carries over until you reach it.

A new business that creates its first Bizora workspace using your link or code, then upgrades to Business or Premium. You earn 25% of everything they pay for Bizora, including extra team seats and storage, for 12 months from their first payment. Existing Bizora customers and people invited into an existing workspace do not count.

If the person accepts cookies on our website, your link is remembered for 30 days, and the most recent partner link they clicked wins. If they sign up during the same visit, it counts either way. Once they sign up, the referral is saved on their workspace for good, so it does not matter how long they take to upgrade.

No. Referrals of yourself, your own business, a business that shares your email domain, your internet connection or your payment card are rejected automatically, and earn nothing.

You earn while they pay. If they cancel, the commission stops; if they come back and pay again within 12 months of their first payment, it starts again. If a payment is refunded or charged back, the commission on it is reversed, even if it has already been paid to you, and comes off your next earnings.

No. Anyone with a Bizora account can become a partner, including on the Free plan.

Commission is income, so you may need to declare it, for example on your Self Assessment tax return. We pay the amount shown and do not deduct tax. You can download a statement for each tax year from your partner dashboard.