Bloom CRM

Name: Bloom CRM
Brand: Bloom
Price: 7 USD
Rating: 4.4 (95 reviews)

Unclaimed

All-in-one business workspace and CRM for professional services and creative freelancers.

CRM Productivity Website Builders Project Management

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4.4(95 across the web)

PaidVisit Website

Reviews onG2Capterra

95 reviews tracked

The Bottom Line

Entry price

Paid plans only

Biggest pro

Consolidates multiple business tools into one platform, reducing costs and complexity.

Biggest con

The Starter plan has limitations on active projects, workflows, and automations.

TL;DR - Bloom CRM

All-in-one platform for managing client services, from leads to project delivery.
Streamlines workflows, invoicing, contracts, and client communication for creative professionals.
Reduces administrative tasks by consolidating multiple business tools into one system.

Pricing: Paid only

Best for: Enterprises & pros

4.4/5 across review platforms

What is Bloom CRM?

Editorial review

Bloom is an all-in-one business management and CRM platform designed specifically for professional service providers and creative freelancers. It consolidates various tools needed to run a business, from lead management and project fulfillment to invoicing and client communication, into a single, integrated workspace. The platform aims to reduce administrative burden, allowing creatives to focus on their craft and grow their business efficiently. Bloom helps users manage their entire client journey, offering features like lead capture, instant booking, contract signing, project management with workflows, invoicing and payments, and digital asset delivery through client galleries. It also includes a client portal for seamless communication and document sharing, as well as website building capabilities to help professionals establish a strong online presence. By providing a comprehensive suite of tools, Bloom eliminates the need for multiple disjointed services, streamlining operations and enhancing professionalism for independent operators and small teams.

Available on: Web

LCLouis CorneloupUpdated May 26, 2026 · how we evaluateSourcebloom.io ↗

Pros & Cons

Pros

Consolidates multiple business tools into one platform, reducing costs and complexity.
Designed specifically for creative professionals and freelancers, addressing their unique needs.
Offers a professional client portal for enhanced client experience and communication.
Includes features for lead generation, booking, project management, and payment collection.
Provides automation capabilities for follow-up emails and task management.

Cons

The Starter plan has limitations on active projects, workflows, and automations.
Custom websites are an additional cost per site.
Some features like storage space and self-booking forms are limited in lower tiers.

Ratings Across the Web

4.4(95 reviews)

Ratings aggregated from independent review platforms. Learn more

Preview

Key Features

Invoicing & Payments (Credit Card, ACH, Payment Plans, Tipping)Workflow Management & Task TrackingLegally Binding Contract SigningClient Portal with Branded LoginInstant Booking & SchedulingLead Management & Capture FormsWebsite Portfolio & Custom WebsitesDigital Asset Delivery (Image Galleries)

Pricing Plans

Free Trial

Pricing checked Jun 15, 2026

Starter Side Jobs

$7 / month

Everything in all plans, plus:

Projects/ Bookings (3 Active)
Workflows (Limit 1)
Packages & Add-Ons (Limit 1)
Automations (Limit 1)
Storage Space 100GB
Total Workflows Limit 1
Total Self Booking Forms Limit 1
Total Automations Limit 1

Standard Solo Business

$17 / month

Everything in all plans, plus:

Projects/ Bookings (Unlimited)
Workflows
Packages & Add-Ons
Automations
Storage Space 500GB
Total Workflows Unlimited
Total Self Booking Forms Unlimited
Total Automations Unlimited

Plus Small Teams

$33 / month

Everything in all plans, plus:

Projects/ Bookings (Unlimited)
Workflows
Packages & Add-Ons
Automations
Remove "Powered by Bloom"
Teams
Storage Space 1TB
Total Workflows Unlimited

Included in all plans

Invoicing & Payments
Client Portal
Scheduling
Contract Signing
Professional Websites
Live Messenger Widget
Lead Management
Client Galleries

Calculate your cost View full pricing

How Bloom CRM's pricing compares

At $7/mo, Bloom CRM is mid-range of its 4 direct competitors ($3 to $20/mo across the set).

Bloom CRM

$20

Entry paid plan, monthly. Pricing checked Jun 15, 2026.

Reviews

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4.4/5

Across 95 verified user reviews on G2, Capterra

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Best Bloom CRM Alternatives

Top alternatives based on features, pricing, and user needs.

View full list →

CopperPaid

CRM for Google Workspace that lives in Gmail and Calendar

4.5

KantataPaid

AI-powered delivery, resourcing, and financials for professional services.

4.2

ScoroPaid

All-in-one PSA software for project, resource, and financial management for professional services.

4.5

AcceloPaid

The complete quote-to-cash platform to power professional services operations.

4.4

BonsaiPaid

The unified platform for service businesses to manage projects, clients, and billing.

4.5

RadiqPaid

Empower product teams with data-driven decision-making and strategic alignment.

ProductivePaid

Run resources, projects, and finances for professional services, all in one platform.

See all CRM tools →

Still deciding?

Most buyers shortlist 2 or 3 tools before committing. Pull a side-by-side comparison or browse the full alternatives shortlist below.

All Bloom CRM alternatives7+ tools ranked, pricing + verdict per pick Bloom CRM vs CopperHead-to-head: features, pricing, who wins Bloom CRM vs KantataHead-to-head: features, pricing, who wins Bloom CRM vs ScoroHead-to-head: features, pricing, who wins

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Bloom CRM FAQ

How does Bloom CRM support creative freelancers in managing their projects?

Bloom CRM helps creative freelancers manage projects by offering features like lead capture, instant booking, contract signing, and project management with workflows. It also includes invoicing and payments, along with digital asset delivery through client galleries. This consolidates various tools into one platform, streamlining operations.

What kind of user or team is Bloom CRM best suited for?

Bloom CRM is best suited for professional service providers and creative freelancers, as well as independent operators and small teams. It is designed to address their unique needs by consolidating various business tools into a single, integrated workspace. This allows them to focus on their craft rather than administrative tasks.

How does Bloom CRM compare to a competitor like Bonsai?

Bloom CRM, similar to Bonsai, provides an all-in-one business workspace but is specifically designed for professional services and creative freelancers. It consolidates lead management, project fulfillment, invoicing, and client communication into one platform. Bloom also includes website building capabilities and a client portal for enhanced client interaction.

What are the limitations of Bloom CRM's Starter plan?

The Starter plan for Bloom CRM has limitations on the number of active projects, workflows, and automations users can utilize. Additionally, some features like storage space and self-booking forms are limited in this tier. Custom websites are also an additional cost per site.

Does Bloom CRM include a free tier?

Bloom CRM does not include a permanently free tier; it is offered as a paid product. It provides various plans designed to consolidate business management tools for professional service providers and creative freelancers. Users can select a plan that best fits their operational needs.

Can Bloom CRM help with client communication and asset delivery?

Yes, Bloom CRM enhances client communication and asset delivery through its professional client portal and digital asset delivery features. The client portal allows for seamless communication and document sharing, while client galleries facilitate the delivery of digital assets. This helps improve the overall client experience.

How does Bloom CRM assist with lead generation and booking?

Bloom CRM assists with lead generation and booking through features like lead capture and instant booking. It also includes automation capabilities for follow-up emails, which helps streamline the initial stages of client acquisition. This allows professionals to efficiently manage potential clients and schedule appointments.

Source: bloom.io

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