Valuations to instructions
Add each valuation as a deal with its expected fee and decision date, follow up at the right time and mark it won when you are instructed.
CRM for estate agents Turn more valuations into instructions.
Bizora is a CRM for estate agents and letting agents, built for independent agencies. Your property software handles listings and portals. Bizora handles the relationships behind them: valuation follow-ups, vendors and landlords, developers and local introducers, so every warm lead gets a call back.
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Real Bizora screen, shown with sample data
Built for agents
Follow up every valuation, vendor and landlord.
For independent sales and lettings agencies, and property professionals who live on referrals.
Landlords and portfolios
Add each landlord as a company with their contacts, notes and agreements, and set follow-ups for renewals and rent reviews.
Introducers and developers
Keep mortgage brokers, solicitors and developers as partners, with every meeting and referral logged.
How it works
From first call to client signed.
Four steps, done between meetings. No training course needed.
1Add the client
New clientJulie Rowe07700 900175Homeowner, NorthfieldOr import your spreadsheet. Bizora links people to their businesses.
2Log the call
Call · 12:304 minThinking of selling the three-bed semi in spring. Valuation booked Saturday at 10.Saved to JulieTwo lines after the call. Pick up exactly where you left off, months later.
3Set the follow-up
Next stepTomorrowMondayPick…Ring Julie after the valuationEvery call-back gets a date. Overdue ones stand out the moment you open Bizora.
4Mark it won
Won this month£18,900+£3,600 Julie Rowe, sale instructionSee what the month is worth and who your best clients are.
Example client and figures, shown with sample data.
Pipeline
See which instructions are about to land.
The Deals page totals the fees on valuations awaiting a decision and what you have won this month. Each vendor or landlord record shows their history with you.
- Valuation follow-ups dated and assigned
- Custom fields such as property type or valuation figure
- Agreements and photos stored on the client
Why it works
Why agents add a simple CRM to their property software.
Property software is built around listings
Estate agency platforms manage properties, portals and viewings. Bizora focuses on the relationship work they do least well: chasing valuations, nurturing landlords and keeping introducers close.
Valuations go cold fast
A vendor who has had three valuations often instructs the agent who followed up best. A dated follow-up after every valuation keeps you front of mind.
Not a portal or client money system
Bizora does not publish listings, book viewings or handle client money. Use it alongside your property software for relationships and follow-ups.
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 estate agents FAQs
Anything not covered here? Email hello@bizora.co.uk and we will get back to you.
What is the best CRM for an independent estate agent?
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.
Can I track valuations and instructions?
Yes. Add each valuation as a deal with its expected fee and decision date, then mark it won when you are instructed.
Does Bizora list properties or book viewings?
No. Keep using your property software for listings, portals and viewings. Bizora covers relationships and follow-ups.
Can lettings teams track landlord renewals?
Yes. Add renewal or review dates as custom fields and set follow-ups so each landlord hears from you in good time.
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.
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