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Brand: Bloom
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Lead Capture Lead Management Scheduling Questionnaires Contact Management See all 
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Lead Capture Customizable forms that auto-create new leads when visitors submit them on your site or link. Lead Management Track potential clients: set status, add tags/notes, upload documents and manage lead flow. Scheduling Clients can self-book sessions/packages using scheduling or booking forms tied to your calendar. Questionnaires Create forms/questionnaires to collect client info or project requirements before booking. Contact Management Store and manage all client contacts, leads, communication history, and project links in one place. Task Management Create custom workflows per service, reorder tasks via drag-and-drop, track project status visually. Pipeline Management Manage all stages from lead to project to deliverables to payment, with clear pipeline visibility. Contract Management Build and send contracts to clients directly, support digital signatures for legal onboarding. Invoicing and Payment Processing Create invoices and collect payments via integrated payment methods (Stripe, Square, etc.). Client Portal Clients get a portal to view projects, invoices, contracts, payments, and files — under your brand. Digital Asset Management Deliver files, galleries or documents to clients directly — no need for external file-sharing tools. Communication management Store email exchanges, chat/messaging history, notes and form fills per client. Reminders & Notifications Set triggers to send emails, appointment reminders or follow-ups automatically. Third Party Integration Connect with tools like email, calendar, Zoom, payment gateways, or other apps you use. Workflow Management Adjust forms, workflows, fields to fit different services or business styles — not one-size-fits-all.
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“Bloom CRM Review: 12 Things You Need To Know Before Buying”
4.3
Review by: Dan Thorne
| Brand Name | Bloom |
| Information | Bloom - The first e-commerce platform for the freelancer service industry. |
| Founded Year | 2015 |
| Director/Founders | Arkadiy Dorokhov, Bilal Ghalib, Paul Mikhaylenko, Vitaliy Rizhkov |
| Company Size | 1-100 Employees |
UAE
India
