The value of every open quote
Add each quote with its value and expected decision date. Bizora totals what is still in play, so you can tell whether to take on another labourer or keep the books tight.
CRM for builders Turn more enquiries into booked building work.
Extensions, loft conversions and refurbs take weeks to win: a site visit, drawings, a quote, a revised quote and a long wait while the customer talks to the bank. Bizora is a free CRM for builders that keeps every one of those conversations on track until the answer is yes.
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Real Bizora screen, shown with sample data
Built for builders
Know what work is lined up for the next six months.
For sole-trader builders and small construction firms who price big jobs and need to plan labour around what is likely to land.
Slow decisions, chased gently
An extension can sit undecided for months. A dated follow-up keeps you in touch at sensible intervals without relying on memory.
Drawings and photos with the job
Keep plans, quotes, building control letters and progress photos on the customer, not scattered across your phone and email.
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 customerMark Henderson07700 900536Homeowner, SaleOr import your spreadsheet. Bizora links people to their businesses.
2Log the call
Call · 12:3012 minSingle-storey rear extension, 4 metres. Drawings approved, wants a spring start.Saved to MarkTwo lines from the van. Pick up exactly where you left off, months later.
3Set the follow-up
Next stepTomorrowMondayPick…Chase Mark on the extension quoteEvery call-back gets a date. Overdue ones stand out the moment you open Bizora.
4Mark it won
Won this month£62,500+£48,000 Mark Henderson, rear extensionSee what the month is worth and who your best customers are.
Example customer and figures, shown with sample data.
Enquiries to jobs
Know where every quote stands.
Log the enquiry and site visit, add the quote as a deal with its value and expected decision date, then mark it won or lost. Each customer’s profile shows what you have won from them and what is still open.
- Log calls, site visits and meetings in seconds
- Keep architects, surveyors and subcontractors as suppliers and partners
- Notes on each quote, such as revisions and what was agreed
Why it works
Why builders need more than a diary and a WhatsApp chat.
A CRM for builders, not sales offices
Bizora is a simple, free CRM for builders and sole traders: customers, enquiries, quotes, call-backs, call notes and documents, set up in a minute.
Decisions involve more than one person
Couples, landlords and business owners rarely decide alone. Add each person as a contact on the customer, so you know who you spoke to and what they cared about.
Your trade contacts, not just customers
Mark architects, structural engineers, merchants and subcontractors as suppliers or partners, with their people and numbers on file, so you know who to call when a job needs them.
Plan around the pipeline, not a hunch
When you can see the total value of quotes awaiting a decision, it is easier to judge when to say yes to a small job and when to hold space for a big one.
Helpful guides
Free guides for builders.
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.
- 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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Questions
CRM for builders FAQs
Anything not covered here? Email hello@bizora.co.uk and we will get back to you.
What is the best CRM for builders?
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.
Can Bizora do estimating, scheduling or invoicing?
No. Bizora tracks customers, enquiries, quotes and follow-ups. Keep using your estimating, scheduling and accounting tools for those jobs.
Can I keep plans and drawings in Bizora?
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.
Can my site manager and office both use it?
Yes. Free includes two users and Business includes five. Owner, Moderator and Member roles control who can change customer records.
How do I see what work is coming in?
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.
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