Bloom Reviews & Product Details

Bloom has really good features for someone who is looking to streamline their operations. Bloom seems to be catered to freelancers and creatives. Review collected by and hosted on G2.com.

Bloom doesn't have a way to accurately and fully visualize sales and revenue data. Also, there doesn't seem to be a filtering system for customers that would help you to qualify leads, and add value to each lead. Review collected by and hosted on G2.com.

Bloom has a stunning UI, and checks most of the boxes for solopreneurs and small creatives teams who want to centralize client communications. Review collected by and hosted on G2.com.

It includes project management but doesn't have a task management system, so it more project tracking than management. Review collected by and hosted on G2.com.

I may have ADHD so out of sight, out of mind. I like tools that allow me to have everything I need in one place, and especially I love automations. I don't know how it compares to competitors because not enough people have a product that works in the UK, so I have only used this and Zoho and that one is complicated and a little bit ugly. Review collected by and hosted on G2.com.

I may just not know how to do it, but the calendar availability needing to update manually is a bit of a pain, but not so major as to be a problem. I just need to be better at keeping on top of fixing it. Review collected by and hosted on G2.com.

The website hosting is excellent. As I mentioned in the section about what I dislike, most of the work I do right now is on a volunteer basis. I hope to restart my career and make money from my photography again, but that is not the case right now. I cannot justify a monthly expense to maintain a website. Being able to host a professional-looking website for free is definitely an advantage! Review collected by and hosted on G2.com.

At this point in my life, I do my photography on a volunteer basis. I was excited to see that Bloom offered free accounts, and was looking forward to being able to use Bloom to transfer photos to the organisation I volunteer for. What I found was definitely not clear was that there was a lifetime limit of 6 projects on a free account. Not 6 at a time, like other CRM platforms do or did, but lifetime maximum of 6 projects. When i tried to add photos from a different event to a gallery I had already created for one organisation, I found it was not evident how to switch between galleries or album.

I understand free accounts have limits. But because of the lifetime limit on project, i have gone back to using Google photos to transfer photos. And when I did, the organiser of the event I volunteered at commented that it ended up being easier to download them from Google photo than from Bloom. Review collected by and hosted on G2.com.

Some of my favorite features Bloom offers include the ability to create and send questionnaires and forms, the ease of creating, customizing and sending invoices and contracts, and the layout of my project workflow. It is so satisfying!! For every project, you get to keep track of which step you're on in your process, check things off when they're complete, and now we get to customize the tabs so the organization is endless. Review collected by and hosted on G2.com.

When I originally started with Bloom, I used the messages tab to communicate with clients. I found that many times my clients weren't getting my messages, so I switched over to a gmail account. Not a big deal; I now prefer having it separated that way anyway! I would also love to see Clover come to the payment options. I have Square but I would love to switch to Clover because I heard it's cheaper with its rates - so I'd love to see that as a payment method. Review collected by and hosted on G2.com.

The automation features, clean layout and templates for tracking leads to delivering multi-faceted (or simple) projects for my digital media company as a solopreneur has given me confidence and peace of mind. I really enjoy using Bloom, it hosts my website, leads, project tracking and revenue - the automation potential is also excellent. This is a product that allows me to focus on delivering a great service/product, without spending time I don't have manually executing every customers journey. Review collected by and hosted on G2.com.

The lack of custom options when using Bloom to host your website is a little frustrating, especially when trying to improve your SEO or web page based on load times or something similar. It also does not track payments made directly to your bank account (for larger clients), which is not a big deal, but requires manual management to trigger 'payment recieved' emails etc. Another small thing is that you cant set invoice line items to 'taxable' as a default - if you change the details and forget to click the slider again, you can send invoices to clients without the tax added..which is unprofessional to explain later. Another frustration is the inability to add text to an email when sending an invoice, which means I almost always need to send 2 emails..there's only so much you can add to the 'memo' section. Review collected by and hosted on G2.com.

I love a lot of different things about Bloom, but I have to say that my favorite part is the Project tabs and how easy it is to invoice clients. Everything is all right there that we could possibly need to send to a client. And it's very easy to keep track of.

The Bloom team is also ALWAYS coming out with new improvements to their system, and really take into account what their clients are looking for in a system.

I also love how easy it is to integrate into an existing website, and how beautiful the forms look. Review collected by and hosted on G2.com.

I don't think that there are really any downsides. There is always room to improve, which Bloom is always doing. The only part that I found bit frustrating was when I was adding in old payments to test what it was like, it would add it to the current years data instead of the previous year that it was from. Review collected by and hosted on G2.com.

Compared to other CRMs I've used, Bloom's customizable features and automations fit best with my business (book editing, workshops, and writing). The Client Portal is a great way to organize project documents and resources that my clients and I can access via desktop or mobile. It makes me look professional, streamlines the onboarding process, and gives so much value to my clients. The auto-scheduler for invoice and retainer options makes it a breeze to get paid, too. I still get excited every time I get the "You got Paid!" message in my inbox. Review collected by and hosted on G2.com.

There's still room for improvement. Biggest issue for me is not having autocharge for monthly payments that have different amounts for each month (different from the autoscheduled invoice, which doesn't autocharge the card on file).

But I know this will be resolved at some point. Bloom ships much-needed features regularly and I'm confident they'll figure this out, too. Review collected by and hosted on G2.com.

I love the questionnaires. It allows me to get all the necessary info for a shoot, make sure I am on the same page with my clients, and sends a message that what they want in a shoot is important. Review collected by and hosted on G2.com.

I don't like that i can't find a questionnaire if it is not created as a LEAD. At times i just need the info, i don't want them to be a LEAD, but i do need to find that info later. So i have had to modify how i use them. Review collected by and hosted on G2.com.

The interface, the tools, the ease of use... Bloom is an excellent tool for managing clients, especially when it comes to getting paid on time for remote work. Really happy with the service, and have already recommended it to several other people who are using it and also love it! Review collected by and hosted on G2.com.

The paid plans feel a bit pricey, especially for a freelancer who's just starting out. That said, their free plan has so many useful features, you can get started with the platform and then scale up when you're ready to. Review collected by and hosted on G2.com.