
Bloom CRM
UnclaimedAll-in-one business workspace and CRM for professional services and creative freelancers.
Visit WebsiteTL;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
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 TrialStarter Side Jobs
$7/month
- Projects/ Bookings (3 Active)
- Invoicing & Payments
- Workflows (Limit 1)
- Client Portal
- Scheduling
- Contract Signing
- Professional Websites
- Live Messenger Widget
- Lead Management
- Packages & Add-Ons (Limit 1)
- Client Galleries
- 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
- Projects/ Bookings (Unlimited)
- Invoicing & Payments
- Workflows
- Client Portal
- Scheduling
- Contract Signing
- Professional Websites
- Live Messenger Widget
- Lead Management
- Packages & Add-Ons
- Client Galleries
- Automations
- Storage Space 500GB
- Total Workflows Unlimited
- Total Self Booking Forms Unlimited
- Total Automations Unlimited
Plus Small Teams
$33/month
- Projects/ Bookings (Unlimited)
- Invoicing & Payments
- Workflows
- Client Portal
- Scheduling
- Contract Signing
- Professional Websites
- Live Messenger Widget
- Lead Management
- Packages & Add-Ons
- Client Galleries
- Automations
- Remove "Powered by Bloom"
- Teams
- Storage Space 1TB
- Total Workflows Unlimited
- Total Self Booking Forms Unlimited
- Total Automations Unlimited
- Invite Team Members
- Set Permissions
What is Bloom CRM?
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.
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Bloom CRM FAQ
What is Bloom CRM?
Bloom is an all-in-one business workspace and CRM (Customer Relationship Management) platform designed for professional service providers and creative freelancers. It helps manage client relationships, projects, invoicing, contracts, scheduling, and digital asset delivery from a single platform.
How much does Bloom CRM cost?
Bloom offers three main plans: Starter, Standard, and Plus. Monthly pricing for 12 months is $7/month for Starter, $17/month for Standard, and $33/month for Plus. There are also options for monthly billing at a higher rate and yearly billing with six months free.
Is Bloom CRM free?
Bloom offers a free trial for all its plans. While there isn't a completely free tier, you can try the software before committing to a paid subscription.
Who is Bloom CRM for?
Bloom CRM is primarily for creative professionals, freelancers, solopreneurs, and small agencies in fields such as writing, photography, marketing, catering, coaching, beauty services, floristry, and videography. It's designed for anyone offering professional services who needs to manage clients, projects, and business operations efficiently.
Source: bloom.io