Bloom Features
Platform (5)
Custom Branding
Custom branding can be applied through signature process 31 reviewers of Bloom have provided feedback on this feature.
Internationalization
Performance and Reliability
Based on 27 Bloom reviews.
Customization
Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views. 45 reviewers of Bloom have provided feedback on this feature.
Performance and Reliability
As reported in 47 Bloom reviews. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.
Signature Process (6)
Document Signing
As reported in 28 Bloom reviews. Allows signor to easily and intuitively sign documents
Sign-In Process
Process of authenticating is secure and seemless This feature was mentioned in 27 Bloom reviews.
Mobile Signatures
User can easy send and sign documents on mobile devices This feature was mentioned in 23 Bloom reviews.
Signature Workflow
Sendor/Adminstrators can easily set up and track documents through multiple signature steps This feature was mentioned in 24 Bloom reviews.
Reporting
As reported in 16 Bloom reviews. Provides standard reports and easy creation of custom reports to manage signature process
Signature Document Creation
Easy to create signature blocks on all required electronic document types/formats This feature was mentioned in 26 Bloom reviews.
Security and Scalability (2)
Regulatory Compliance
Meets required regulartory compliances
Signature History and Audit
As reported in 20 Bloom reviews. Tracks all document signing history to comply with required regulations
Sales Force Automation (6)
Partner Relationship Mgmt. (PRM)
Manage partners by tracking channel partner leads and sales opportunities. Provide a partner portal to collaborate with channels on sales opportunities and to share product, pricing, quoting, ordering, and training information This feature was mentioned in 18 Bloom reviews.
Opportunity & Pipeline Mgmt.
As reported in 38 Bloom reviews. Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide.
Task / Activity Management
As reported in 60 Bloom reviews. Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities.
Desktop Integration
Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration. This feature was mentioned in 32 Bloom reviews.
Quote & Order Management
As reported in 43 Bloom reviews. Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts.
Customer Contract Management
Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution. 52 reviewers of Bloom have provided feedback on this feature.
Marketing Automation (1)
Lead Management
As reported in 50 Bloom reviews. Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification.
Integration (6)
Data Import & Export Tools
As reported in 28 Bloom reviews. Ability to input, modify and extract data from the application in bulk through a structured file.
Accounting
Provide integration with accounting and financial management software This feature was mentioned in 26 Bloom reviews.
Payments
As reported in 35 Bloom reviews. Integrate with payment gateways and enterprise payments software
Accounting
Based on 25 Bloom reviews. Provide integration with accounting and financial management software
Payments
Based on 37 Bloom reviews. Integrates with other payments software
ERP
Deliver integrations with accounting modules of ERP systems
Mobile & Social (1)
Mobile User Support
As reported in 30 Bloom reviews. Allows software to be easily used on multiple mobile devices include phone and tablet devices.
Reporting & Analytics (1)
Dashboards
An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance This feature was mentioned in 60 Bloom reviews.
Invoice Generation (3)
Templates
As reported in 37 Bloom reviews. Provide standard invoice templates that can be customized by users
Digital Invoices
As reported in 45 Bloom reviews. Ability to convert invoices to digital formats such as PDF
Recurring Invoices
Based on 28 Bloom reviews. Automatically generates invoices at pre-defined time intervals
Invoice Processing (4)
Approvals
Include workflows for approvals of invoices or payments This feature was mentioned in 20 Bloom reviews.
Batch Processing
As reported in 10 Bloom reviews. Process multiple invoices without human intervention
Consolidation
Allow users to consolidate multiple invoices into one This feature was mentioned in 12 Bloom reviews.
Match Invoices
As reported in 12 Bloom reviews. Match invoices with purchases and sales orders, as well as with payments
Analytics (3)
Due Dates
Based on 36 Bloom reviews. Track invoices based on due dates to identify overdue payments
Cashflow
Analyze variations between incoming and outgoing cash This feature was mentioned in 18 Bloom reviews.
Payment Tracking
Track different types of payment such as deposits or partial payments This feature was mentioned in 33 Bloom reviews.
Bill Generation (3)
Templates
Based on 46 Bloom reviews. Provide standard invoice templates that can be customized by users
Digital Billing
Ability to convert invoices to digital formats such as PDF 45 reviewers of Bloom have provided feedback on this feature.
Recurring Billing
Automatically generates invoices at pre-defined time intervals 27 reviewers of Bloom have provided feedback on this feature.
Bill Processing (3)
Consolidation
Allow users to consolidate multiple invoices into one 16 reviewers of Bloom have provided feedback on this feature.
Batch Invoicing
Based on 12 Bloom reviews. Ability to create multiple types of invoices
Management
As reported in 31 Bloom reviews. Manage invoicing for different types of products or services
Notifications (2)
Appointment Follow-Up
Ability to send automated follow-up emails/texts upon conclusion of appointment This feature was mentioned in 25 Bloom reviews.
Scheduling Notifications
Based on 25 Bloom reviews. Receive a notification whenever a customer schedules an appointment
Settings (3)
Time Zone Detection
Automatically detects the time zone of both parties to avoid booking mistakes This feature was mentioned in 22 Bloom reviews.
Availability Settings
Ability to set preferred availability to ensure appointments are only booked during approved times 27 reviewers of Bloom have provided feedback on this feature.
Blocked Time Settings
As reported in 22 Bloom reviews. Ability to block off additional time between appointments for travel or preparation
Personalization (2)
Branding
Based on 27 Bloom reviews. Personalize booking page with custom logos and colors to match branding
Links
Personalize a booking link to share with customers 18 reviewers of Bloom have provided feedback on this feature.
Integrations (3)
Multi- Calendar Integration
As reported in 19 Bloom reviews. Integrates with multiple calendars, such as: Google Calendar, Microsoft Outlook, iCloud Calendar, etc.
Website Integration
As reported in 19 Bloom reviews. Provides the ability to be embedded into websites
Video Conferencing
Integrates with video conferencing tools to allow for virtual appointments
Generative AI (1)
AI Text Generation
Allows users to generate text based on a text prompt.
Agentic AI - E-Signature (6)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - CRM (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Online Appointment Scheduling (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Natural Language Interaction
Engages in human-like conversation for task delegation
Agentic AI - Billing (1)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Agentic AI - Invoice Management (3)
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Proactive Assistance
Anticipates needs and offers suggestions without prompting
You’re seeing this ad based on the product’s relevance to this page. Sponsored content does not receive preferential treatment in any of G2’s ratings.
Technology Glossary Features
View definitions of the features and discover new technology terms.
Case management refers to the processing of data and procedures for resolving cases. Learn more about case management, its benefits, and its applications.
Document signing plays an important role within the contract management process. Learn more about document signing and how it is used by industry professionals, along with other helpful information on the benefits of document signing.




