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Bloom Reviews & Product Details

Stefanie M.
SM
Small-Business(50 or fewer emp.)
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What do you like best about Bloom?

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.

What do you dislike about Bloom?

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.

What problems is Bloom solving and how is that benefiting you?

Before switching to Bloom, I had no clear way to invoice clients and get paid for my services. Being able to set up an invoice schedule in Bloom that emails clients directly - with a link for them to pay online! - is a game-changer. Review collected by and hosted on G2.com.

Bloom Overview

What is Bloom?

Bloom is a business workspace for independent business owners, freelancers, and service professionals. It connects all client touch-points in a professional experience, including digital forms, quotes, contracts, invoices, digital payments, communication, scheduling, and even the client portal.

Bloom Details
Discussions
Bloom Community
Languages Supported
English
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Product Description

Bloom is a management solution designed for freelancers and small business owners.

How do you position yourself against your competitors?

Bloom stands out from similar brands for being elegantly designed, easy to use, modern interface, and featuring unique tools, such as online portfolios, digital image galleries, and even a live website chat feature.


Seller Details
Seller
Bloom.io
Year Founded
2015
HQ Location
Vancouver, WA
Twitter
@bloomcrm
9,765 Twitter followers
LinkedIn® Page
www.linkedin.com
13 employees on LinkedIn®

Paul M.
PM
Overview Provided by:

Recent Bloom Reviews

Alexis N.
AN
Alexis N.Small-Business (50 or fewer emp.)
5.0 out of 5
"Sleek and comprehensive system for any design-driven profession"
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....
mia d.
MD
mia d.Small-Business (50 or fewer emp.)
5.0 out of 5
"Really great for invoicing!"
Simple to use - very clean and intuitive (for the most part). Fairly streamlined for invoicing clients!
Jamie J.
JJ
Jamie J.Small-Business (50 or fewer emp.)
5.0 out of 5
"I was up and running within the hour"
This is a great way to keep organized with projects and I love how easily I can connect my invoicing. I also like the fact that I was able to reach...

Bloom Pricing

Exclusive savings on Bloom through G2 Deals

Start your free trial of Bloom using the G2 link and promo code to automatically claim 50% OFF + access to all templates when you upgrade.

How to claim this offer

Enter code G220 when starting your trial or upgrading to a paid plan to claim 50% off.

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Bloom Media

Bloom Demo - Projects
Manage project details.
Bloom Demo - Workflows
Get a high altitude view of your projects.
Bloom Demo - Contracts
Manage contract templates.
Bloom Demo - Mobile App
Manage your business on-the-go.
Bloom Demo - Automations
Setup automated email communication.
Bloom Demo - Digital Payments
Get paid quickly using modern payment methods.
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81 out of 82 Total Reviews for Bloom

4.5 out of 5
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81 out of 82 Total Reviews for Bloom
4.5 out of 5
81 out of 82 Total Reviews for Bloom
4.5 out of 5

Overall Review Sentiment for BloomQuestion

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
0 (Difficult)
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Alexis N.
AN
Small-Business(50 or fewer emp.)
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(Original )Information
What do you like best about Bloom?

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.

What do you dislike about Bloom?

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.

What problems is Bloom solving and how is that benefiting you?

I'm a solopreneur at the early stage of business and cannot pay for a VA so I need tools to help me delegate tasks that don't need a person to action them and lower my load so I can focus on those that need a person, and especially need my creative skills. Review collected by and hosted on G2.com.

James C.
JC
Photographer
Small-Business(50 or fewer emp.)
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What do you like best about Bloom?

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.

What do you dislike about Bloom?

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.

What problems is Bloom solving and how is that benefiting you?

I had hoped it would solve the problem of delivering the photos to my client. I did, on a limited basis, with the online galleries. But please see my comment about the limits for free accounts. Review collected by and hosted on G2.com.

Rachel M.
RM
Small-Business(50 or fewer emp.)
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What do you like best about Bloom?

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.

What do you dislike about Bloom?

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.

What problems is Bloom solving and how is that benefiting you?

I struggled with the issue of getting signatures for my contracts with everything I do being online. This was the main reason I was interested in Bloom in the first place - the ease of uploading a contract and getting an electronic signature with an automatic counter signature too. It also allows me to get paid with ease through the invoices. Review collected by and hosted on G2.com.

JP
Small-Business(50 or fewer emp.)
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What do you like best about Bloom?

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.

What do you dislike about Bloom?

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.

What problems is Bloom solving and how is that benefiting you?

It allows leads to complete forms, select meeting times that suit them and prompts me to act or respond after time durations or inputs from customers. It saves me time adding things manually from emails, texts, phone calls or social media reach outs and gives the customer fast, professional and helpful direction. It also allows the customer to self diagnose (using an onboarding survey), before they speak with me, saving me time figuring their real problem out while also documenting it for use during sales calls. The aesthetic and steamlined system are easy to use and give me confidence delivering for larger and larger clients, without needing to juggle multiple digital platforms. Review collected by and hosted on G2.com.

Alice B.
AB
Small-Business(50 or fewer emp.)
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What do you like best about Bloom?

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.

What do you dislike about Bloom?

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.

What problems is Bloom solving and how is that benefiting you?

I wanted a better Lead capture form that integrated beautifully with my website. And Bloom does that. I was also looking for others ways to get paid other than just CC. Bloom gives that option by allowing for Zelle, Cash App and Venmo payments as well as your standard payments. Which is amazing. This allows me to not have to pay the CC fees that go along with Stripe. I was able to replace my QuickBooks subscription with Bloom and get more out of it. Review collected by and hosted on G2.com.

Neva T.
NT
Book Editor
Writing and Editing
Small-Business(50 or fewer emp.)
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What do you like best about Bloom?

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.

What do you dislike about Bloom?

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.

What problems is Bloom solving and how is that benefiting you?

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.

RL
Small-Business(50 or fewer emp.)
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What do you like best about Bloom?

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.

What do you dislike about Bloom?

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.

What problems is Bloom solving and how is that benefiting you?

Before bloom, I was 100% manual. Sticky notes, endless lists on notepads, faulty memory... But now I can not only track it, but I now have a clear "at a glance" snapshot of every project. It is so helpful to make sure things don't fall between the cracks. Review collected by and hosted on G2.com.

Trisha N.
TN
Small-Business(50 or fewer emp.)
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What do you like best about Bloom?

I love the level of automation and that everything is central. Although I am still in the process of setting my systems up fully, I'm enjoying it already. It's the first CMS that truly targets creatives and our admin needs. Review collected by and hosted on G2.com.

What do you dislike about Bloom?

It would be nice if it offered more brand customisation like fonts, primary and secondary colours etc. I also wish it had an option for clients to review their form responses or view them on one page as a final "edit" before submitting. A lot of them accidentally submit without being able to go back. Review collected by and hosted on G2.com.

What problems is Bloom solving and how is that benefiting you?

Streamlining processes and centralising resources so that I spend far less time on admin. `It also makes me look more professional and helps me keep track of projects. Review collected by and hosted on G2.com.

Alvin S.
AS
Podcast Producer
Small-Business(50 or fewer emp.)
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What do you like best about Bloom?

I think the best thing about using blue is the integration with invoices and projects. As someone who uses Bloom to run his small business, this kind of integration has saved me from needing to hire a bookkeeper. Review collected by and hosted on G2.com.

What do you dislike about Bloom?

The price is not cheap and unless you have an established business already, the cost of bloom can negatively impact the growth of your business. I don’t see that bloom helps me grow my business as much as it helps me organize and maintain my existing clients and redirect new clients to the platform Review collected by and hosted on G2.com.

What problems is Bloom solving and how is that benefiting you?

Bookkeeping and project keeping and tracking money is the worst part of my business is a small business owner who works with multiple clients. Bloom handles this for me. Review collected by and hosted on G2.com.

Gina R.
GR
Small-Business(50 or fewer emp.)
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What do you like best about Bloom?

I hate having a million different softwares and interfaces to run my dashboard. With Bloom I am able to manage my clients, projects, appointments, invoices, contracts, workflows, galleries and so much more all in one place. Review collected by and hosted on G2.com.

What do you dislike about Bloom?

I find it can sometimes be glitchy or not have small features that would seem to be standard in other software, but for the most part, the amazing aspects of the software outweigh any of the negatives and I am confident that the Bloom product team will get to those smaller features as time goes on. Review collected by and hosted on G2.com.

What problems is Bloom solving and how is that benefiting you?

Bloom saves me money by eliminating other subscriptions I was previously paying for and makes my workflow much more organized because everything I need is in one place. Review collected by and hosted on G2.com.