Ready for every client call
Open the client and see your notes, the last thing you discussed and when you said you would get back to them.
Client tracker for freelancers Keep track of every client, quote and brief, without the admin.
Bizora is a free client tracker for freelancers. When you are the new business team, the account manager and the admin department, it keeps every client, enquiry, quote and brief in one place, and shows you who to follow up today.
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Real Bizora screen, shown with sample data
Built for freelancers
Everything a freelancer needs to stay on top of clients.
No sales targets, forecasting or set-up project. Just clients, follow-ups, quotes and files.
Quotes that get a reply
Give every quote a value and a follow-up date. Overdue ones stand out, so a promising lead never goes cold.
Briefs kept with the client
Store briefs, contracts and reference files on the client record instead of somewhere in your downloads folder.
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 customerSarah Hughes07700 900123Hughes Lettings LtdOr import your spreadsheet. Bizora links people to their businesses.
2Log the call
Call · 12:304 minWants oak worktops. Measuring Thursday, quote by Friday.Saved to SarahTwo lines from the van. Pick up exactly where you left off, months later.
3Set the follow-up
Next stepTomorrowFridayPick…Ring Sarah with the quoteEvery call-back gets a date. Overdue ones stand out the moment you open Bizora.
4Mark it won
Won this month£8,450+£2,400 Sarah Hughes, kitchenSee what the month is worth and who your best customers are.
Example customer and figures, shown with sample data.
Your pipeline
See next month’s work before it arrives.
Add each quote as a deal with its value and expected start. Bizora totals what is still open and what you have won this month, so a quiet patch never comes as a surprise.
- Open quotes and revenue won this month
- Mark a quote won or lost in one click
- See which clients bring in the most
Why it works
Why freelancers outgrow the inbox and a spreadsheet.
Feast and famine starts with follow-up
When you are busy delivering, enquiries and quotes go unanswered, and the quiet month arrives later. A dated follow-up on every lead keeps new work coming while you finish the current project.
Look professional at every touchpoint
Remembering what a client said three months ago, and coming back exactly when you promised, is what gets you rebooked and recommended.
Free while you build your client base
The Free plan covers 500 clients with every feature and no time limit. Most freelancers never need to upgrade.
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
Client tracker for freelancers FAQs
Anything not covered here? Email hello@bizora.co.uk and we will get back to you.
What is the best client tracker for freelancers?
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.
Can freelancers use Bizora for free?
Yes. The Free plan includes 500 companies, 500 contacts and every feature, and you can register without a payment card.
Can I keep client documents in Bizora?
Yes. Store briefs, contracts and reference files on the client record they belong to, up to 5 MB per file.
Does Bizora do invoicing or time tracking?
No. Keep your invoicing and time-tracking tools. Bizora covers clients, quotes, follow-ups and documents.
Is Bizora suitable if I am registered as a sole trader?
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.
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