A new business pipeline
Add each pitch or proposal as a deal with its value and expected decision date. See open pipeline, revenue won this year and your win rate.
CRM for small agencies Win new business and keep every client account on track.
Bizora is a CRM for small agencies juggling pitches, retainers and dozens of client stakeholders. It gives your whole team one shared record of every client and prospect: who you deal with, what was discussed, what is in the pipeline and where the brief is.
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Real Bizora screen, shown with sample data
Built for agencies
New business and account management in one CRM.
For small marketing, creative, digital and PR agencies that want structure without a heavyweight sales platform.
Every stakeholder on the account
Link the marketing director, the brand manager and the accounts contact to the client, each with their role and call history.
Briefs and proposals with the client
Store briefs, proposals, contracts and brand guidelines on the client record, up to 5 MB per file.
How it works
From first call to client signed.
Four steps, done between meetings. No training course needed.
1Add the client
New clientJo Bright07700 900408Brightside GymsOr import your spreadsheet. Bizora links people to their businesses.
2Log the call
Call · 12:304 minWebsite rebuild for four gyms with class booking. Pitch on Thursday.Saved to JoTwo lines after the call. Pick up exactly where you left off, months later.
3Set the follow-up
Next stepTomorrowThursdayPick…Send Jo the pitch deckEvery call-back gets a date. Overdue ones stand out the moment you open Bizora.
4Mark it won
Won this month£27,500+£14,000 Jo Bright, website rebuildSee what the month is worth and who your best clients are.
Example client and figures, shown with sample data.
Account handovers
When an account manager moves on, the client history stays.
Every call, meeting and note is logged against the client, with who logged it and when. A new account manager reads the history instead of asking the client to start again.
- Shared activity history on every client
- Follow-ups assigned to named account managers
- Owner, Moderator and Member roles for the team
Why it works
Why small agencies use a simple CRM.
New business needs a system
Pitches go quiet, proposals sit unanswered and warm introductions get forgotten when the studio is busy. A dated follow-up on every prospect keeps new business moving even when delivery is taking all your time.
Know what each client is worth
Each client profile shows the total value of work won and the value of open proposals, so you can see which retainers matter most and where to spend account management time.
Lighter than project management tools
Bizora does not replace your project management, time-tracking or invoicing tools. It handles the relationship side: clients, contacts, conversations, proposals and files.
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.
- Workflow automationWhen something happens, Bizora does the next step.
- 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 and the Data Protection Act 2018, 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.
In their words
Reviews from our customers
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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Trusted & recognised
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Approved on SaaSHub
IONOS Cloud Partner
Questions
CRM for small agencies FAQs
Anything not covered here? Email hello@bizora.co.uk and we will get back to you.
What is the best CRM for a small agency?
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.
Can we track pitches and proposals?
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.
Does Bizora include project management or time tracking?
No. Keep using your project and time-tracking tools for delivery. Bizora manages client relationships, new business and documents.
Can freelancers and contractors see client records?
Yes. Invite them as Team Members to view records and log calls without editing client details. Extra seats are £1 a month each.
How much does Bizora cost for an agency?
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.
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