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Bloom

Bloom serves as a comprehensive CRM solution that allows users to oversee leads, manage client interactions, handle invoicing, and streamline project workflows...

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Bloom serves as a comprehensive CRM solution that allows users to oversee leads, manage client interactions, handle invoicing, and streamline project workflows...

Watch Demo Get Pricing
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Product Overview

Bloom serves as a comprehensive CRM solution that allows users to oversee leads, manage client interactions, handle invoicing, and streamline project workflows all from one centralized dashboard. Although certain users mention that the customization features are somewhat restricted, the platform’s user-friendly interface, automated functionalities, and client portals provide a smooth experience for freelancers and small teams alike.

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Product Details

What Is Bloom?

Bloom is a customer relationship management (CRM) solution hosted in the cloud, specifically designed for freelancers and small businesses that provide services. This platform consolidates lead management, client interactions, invoicing, and project workflows into a single system. With features such as automated follow-ups, digital agreements, and client portals, it minimizes administrative burdens while ensuring users can foster organized and professional relationships with clients throughout their engagement journey.

Bloom Pricing

The provider has several pricing options for Bloom to accommodate various business requirements.

  • Side Jobs: $18/month

  • Solo Business: $44/month

  • Small Teams: $78/month

Request a tailored quote for Bloom pricing that suits your business needs today.

Please note that pricing may change.

Bloom Integrations

This software allows integration with several systems and platforms, including:

  • Stripe

  • Square

Watch the Bloom demo to discover more about its integration capabilities.

Who Is Bloom For?

Bloom caters to a diverse array of industries and sectors, such as:

  • Creative agencies

  • Photography

  • Consulting services

  • Marketing services

  • Coaching services

  • Event planning

Is Bloom Right For You?

This platform is a great match for freelancers and small service-oriented businesses looking for a unified solution to handle CRM tasks, invoicing, scheduling, and workflows without the hassle of multiple tools. Its key advantage is the integration of client management with financial and project oversight, although those needing extensive customization may find it somewhat limiting for intricate operations. For efficient client management and administrative transparency, Bloom is a sensible option.

If you're still unsure whether Bloom fits your needs, reach out to our customer support team at info@softwareseekers.com for additional assistance.

CRM Software Features

✘ security
✘ training
✘ dashboard
✘ invoicing
✘ reporting
✘ timeclock
✘ mobile app
✘ mobile crm
✘ purchasing
✘ online help
✘ ai analytics
✘ audit trails
✘ chatgpt said
✘ integrations
✘ lead routing
✘ sales orders
✘ client portal
✘ hr compliance
✘ insurance crm
✘ time tracking
✘ crm for retail
✘ healthcare crm
✘ mobile crm app
✘ sales pipeline
✘ sales tracking
✘ tax management
✘ budget tracking
✘ case management
✘ crm for coaches
✘ crm for outlook
✘ crm integration
✘ deployment type
✘ email marketing
✘ lead generation
✔ lead management
✘ market position
✔ task management
✘ accounts payable
✘ crm for facebook
✘ crm for startups
✘ customer support
✘ distribution crm
✘ donor management
✘ event management
✘ expense tracking
✘ fundraising tool
✘ grant management
✘ sales automation
✘ activity tracking
✘ budget management
✘ crm for b2b sales
✘ crm for education
✘ crm for marketing
✘ donation tracking
✘ email integration
✘ fundraising tools
✘ project templates
✘ sales forecasting
✘ vendor management
✘ activity dashboard
✔ contact management
✘ content management
✘ crm for healthcare
✘ crm for nonprofits
✘ financial tracking
✘ hotel crm software
✘ invoice management
✘ payment processing
✘ payroll processing
✘ project scheduling
✘ route optimization
✘ accounts receivable
✘ alertsnotifications
✘ analytics reporting
✘ automated workflows
✘ bank reconciliation
✘ campaign management
✘ collaboration tools
✘ contract management
✘ crm for consultants
✘ crm for contractors
✘ crm for field sales
✘ crm for freelancers
✘ crm for hospitality
✘ crm for real estate
✘ crm for restaurants
✘ crm for sales teams
✘ crm for wholesalers
✘ customer management
✔ document management
✘ employee management
✘ employee onboarding
✘ financial reporting
✘ marketing campaigns
✘ mobile crm software
✘ online crm software
✘ reporting analytics
✘ resource allocation
✔ workflow automation
✘ android crm software
✘ banking crm software
✘ crm for associations
✘ crm for distributors
✘ higher education crm
✘ inventory management
✘ it ticketing systems
✘ marketing automation
✘ merchandise transfer
✘ multichannel support
✘ performance tracking
✘ quotation management
✘ volunteer management
✘ warehouse management
✘ compliance management
✘ crm for loan officers
✘ customer segmentation
✘ membership management
✘ mortgage crm software
✘ multi channel support
✘ productivity tracking
✘ safety and compliance
✘ crm for digital agency
✘ crm for small business
✘ ecommerce crm software
✘ financial crm software
✘ guest intelligence crm
✘ multi currency support
✘ opportunity management
✘ performance management
✘ sales enablement tools
✔ analytics and reporting
✘ consulting crm software
✘ crm for media companies
✘ customer servicesupport
✘ customizable dashboards
✘ enterprise crm software
✘ recipe menu engineering
✘ registration management
✘ reporting and analytics
✘ sales pipeline tracking
✘ sales tracking software
✘ social media management
✘ alerts and notifications
✘ communication management
✘ crm for event management
✘ crm for insurance agents
✘ crm for marketing agency
✘ crm for mortgage brokers
✘ crm for rental companies
✘ customer service support
✔ deal pipeline management
✘ multi channel management
✘ omnichannel crm software
✘ social media integration
✘ task activity management
✘ training and development
✘ automated purchase orders
✘ budgeting and forecasting
✘ crm for equipment dealers
✘ crm for insurance brokers
✘ crm for service providers
✘ customer service software
✘ customizable hr workflows
✘ email integration implied
✘ mobile crm mobile crm app
✘ sales pipeline management
✘ ai integrated crm solution
✘ crm for content management
✘ crm for financial advisors
✘ crm for financial services
✘ crm for logistics industry
✘ crm for outside sales reps
✘ crm for project management
✘ crm for real estate agents
✘ customer support ticketing
✘ sales engagement platforms
✘ account management software
✘ channel management software
✘ contact management software
✘ crm for political campaigns
✘ crm for training management
✘ crm for workflow management
✘ email marketing integration
✘ sales acceleration software
✘ small business crm software
✘ auto dealership crm software
✘ crm for construction company
✘ customer engagement platform
✘ employee database management
✘ task and activity management
✘ task assignment and tracking
✘ time and attendance tracking
✘ crm for professional services
✘ customer feedback and surveys
✘ investorcustomer segmentation
✘ crm for manufacturing business
✘ crm for social media marketing
✘ crm for health insurance agents
✘ crm for real estate wholesalers
✔ customer communication tracking
✘ employee information management
✘ project planning and scheduling
✘ sales force automation software
✘ sales forecasting via analytics
✘ appointment managementscheduling
✘ crm for digital marketing agency
✘ crm for membership organizations
✘ delivery planning and scheduling
✘ integration with marketing tools
✘ integration with thirdparty apps
✘ mobile crm implied mobile access
✘ crm software for accounting firms
✘ email integration email marketing
✘ integration with third party apps
✘ cloud based crm for small business
✘ mobile crm analytics and reporting
✘ recruitment and applicant tracking
✘ task management alertsnotifications
✘ customer relationship management crm
✘ opportunity deal pipeline management
✘ workflow automationautomated workflows
✘ sales pipeline deal pipeline management
✘ workflow automation automated workflows
✘ social media integration via integration
✘ sales forecasting pipeline value tracking
✘ crm for offices and public administrations
✘ multi channel support email sms whatsapp chat
✘ analytics and reportingreporting and analytics
✘ analytics and reporting reporting and analytics
✘ casesupport ticketing customer support ticketing
✘ deal pipeline management sales pipeline tracking
✘ social media integration lead capture from social channels

Pros

  • ✔ Clean and intuitive interface
  • ✔ All-in-one business management tools
  • ✔ Strong invoicing and workflow alignment

Cons

  • ✘ Limited customization flexibility
  • ✘ Inconsistent support response times

Price

Professional

Custom

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Ratings

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Frequently Asked Questions

Find answers to the most common queries about our software recommendation service.

Support is provided through online help resources and direct contact options listed on the official website.

Bloom integrates with payment platforms such as Stripe and Square.

No. Bloom does not publicly list or document an available API.

Typical users come from industries such as creative services, photography, consulting, marketing, coaching, and event planning.

Yes. Bloom offers mobile applications for both iOS and Android devices.

Bloom pricing plans include Side Jobs at $18/month, Solo Business at $44/month, and Small Teams at $78/month. For a custom Bloom cost, contact us for assistance.

Bloom software is available in English.