--- title: Bloom Reviews meta_title: 'Bloom Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 83 reviews by the users' company size, role or industry to find out how Bloom works for a business like yours. aggregate_rating: rating_value: 4.5 review_count: 83 scale: '5' date_modified: '2026-06-24' parent_category: name: Accounting & Finance url: https://www.g2.com/categories/accounting-finance --- # Bloom Reviews **Vendor:** Bloom.io **Category:** [Invoice Management Software](https://www.g2.com/categories/invoice-management) **Average Rating:** 4.5/5.0 **Total Reviews:** 83 ## About 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 Pros & Cons **What users like:** - Users love the **stunning UI** of Bloom, making it ideal for solopreneurs and small creative teams. (1 reviews) - Users love the **intuitive interface** of Bloom, making it easy for solopreneurs to manage client communications effectively. (1 reviews) - Users love the **intuitive interface** of Bloom, perfect for solopreneurs and small creative teams to streamline communication. (1 reviews) - Users love the **user-friendly interface** of Bloom, which simplifies client communications for solopreneurs and small teams. (1 reviews) - Users love the **stunning UI** of Bloom, ideal for solopreneurs and small creative teams centralizing communication. (1 reviews) - User Interface (1 reviews) **What users dislike:** - Users note the **limited features** of Bloom, as it lacks a dedicated task management system for effective project management. (1 reviews) - Users highlight the **lack of a task management system** in Bloom, limiting its project management capabilities. (1 reviews) ## Bloom Reviews ### 1. Lots of potential but not there yet **Rating:** 3.0/5.0 stars **Reviewed by:** Harlin M. | Lead Photographer, Small-Business (50 or fewer emp.) **Reviewed Date:** June 23, 2023 **What do you like best about Bloom?** Bloom has really good features for someone who is looking to streamline their operations. Bloom seems to be catered to freelancers and creatives. **What do you dislike about Bloom?** 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. **What problems is Bloom solving and how is that benefiting you?** Bloom helps to streamline the process of lead capture, to communications, and invoicing. ### 2. Just shy of perfect **Rating:** 3.5/5.0 stars **Reviewed by:** Alan J. | Managing Director, Marketing and Advertising, Small-Business (50 or fewer emp.) **Reviewed Date:** April 12, 2025 **What do you like best about Bloom?** Bloom has a stunning UI, and checks most of the boxes for solopreneurs and small creatives teams who want to centralize client communications. **What do you dislike about Bloom?** It includes project management but doesn't have a task management system, so it more project tracking than management. **What problems is Bloom solving and how is that benefiting you?** We’re currently in a trial, and I was drawn to Bloom because I’m looking to centralize client communication, reduce the growing costs of our tech stack, and improve our workflows by building more efficient system processes. ### 3. Sleek and comprehensive system for any design-driven profession **Rating:** 5.0/5.0 stars **Reviewed by:** Alexis N. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 02, 2023 **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. **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. **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. ### 4. Good, but too limited for free accounts. **Rating:** 3.5/5.0 stars **Reviewed by:** James C. | Photographer, Small-Business (50 or fewer emp.) **Reviewed Date:** June 25, 2023 **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! **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. **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. ### 5. The Absolute Best CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Rachel M. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 22, 2023 **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. **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. **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. ### 6. Perfect for Freelancers and Small Business Who Value their Time, Systems and Customer Experience **Rating:** 5.0/5.0 stars **Reviewed by:** Jonny P. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 21, 2023 **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. **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. **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. ### 7. Bloom is an amazing platform for Freelancers **Rating:** 5.0/5.0 stars **Reviewed by:** Alice B. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 21, 2023 **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. **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. **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. ### 8. Best CRM for Editors and Creatives **Rating:** 5.0/5.0 stars **Reviewed by:** Neva T. | Book Editor, Writing and Editing, Small-Business (50 or fewer emp.) **Reviewed Date:** June 21, 2023 **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. **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. **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. ### 9. Complete GAME CHANGER for my business **Rating:** 5.0/5.0 stars **Reviewed by:** Rachel L. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 22, 2023 **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. **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. **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. ### 10. Excellent CRM with built-in tools to make the boring part of freelancing easier! **Rating:** 5.0/5.0 stars **Reviewed by:** Stefanie M. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 25, 2023 **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! **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. **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. ### 11. Tailored for Creatives **Rating:** 4.0/5.0 stars **Reviewed by:** Trisha N. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 23, 2023 **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. **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. **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. ### 12. excellent UI and services **Rating:** 2.5/5.0 stars **Reviewed by:** Alvin S. | Podcast Producer, Small-Business (50 or fewer emp.) **Reviewed Date:** June 22, 2023 **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. **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 **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. ### 13. A 10-in-one (or more) software that replaces so many other subscriptions for your business! **Rating:** 5.0/5.0 stars **Reviewed by:** Gina R. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 21, 2023 **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. **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. **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. ### 14. They Have Come A Long Way **Rating:** 5.0/5.0 stars **Reviewed by:** Tony F. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 13, 2023 **What do you like best about Bloom?** When I first started with Bloom, it was just starting, and there were many missing features, like client galleries and storage. Well, fast forward to today, and you have the great company that it is now. Everything you get is well worth the price of admission. You get contracts, galleries, lead management, invoices and proposals, a website portfolio, and much more. I'm glad to be a part of the Bloom family. **What do you dislike about Bloom?** There aren't many things that I can say I dislike about Bloom. They have addressed all my issues with the software over the years. **What problems is Bloom solving and how is that benefiting you?** Bloom allows me to bill my clients for services I offer. I'm also able to manage my client list, allowing my clients to book my services online. ### 15. Bloom an application that does a lot well but not really great. **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Photography | Small-Business (50 or fewer emp.) **Reviewed Date:** June 26, 2023 **What do you like best about Bloom?** I like how bloom is an all in one platform that integrates the entire workflow from one step to the next. This allows for automation and feedback from clients. I feel like I've barely touched the surface on what it can do. **What do you dislike about Bloom?** Maybe I missed it by a guided series broken up with highlights relevant to the person that would allow us to learn about the capabilities we're interested in. Right now, I'm struggling with client galleries and wish to make multiple albums with different restrictions that could be provided to others in that workflow. It appears to be all or none. In the starter version, I'm locked to only accepting three active workflows. This doesn't help me when I would also like to create a gallery that does not include a workflow to put up and share on my page. Is this possible? I'd like to do this so I can more easily share work with the models after a TFP session. Also, after a gallery is archived, are people still able to access it to download files, etc? I cannot find a centralized gallery page hosting all the galleries I've uploaded to date in a singular location. Am I overlooking it? The user interface isn't as intuitive and straightforward for someone who wants to come here and work and at times, I'm finding I'm fighting the process then being helped. **What problems is Bloom solving and how is that benefiting you?** Bloom is providing an all-in-one solution for CRM, i can see the potential in having these done in a single shop, all intralocated to one another. It would be better if they had a more open user interface that wasn't under so many prompts to access, let's say, a gallery that would be under deliverables. Also, the app for the phone is pretty rudimentary. It gives me a dashboard showing highlights. The next tab is dedicated to populating data for a new lead. I haven't seen it possible yet, but having all the contracts under the project for the customer to sign would greatly help. I don't see the albums within the app and have to go to the site from my phone to look at the phones and change perms. This should be possible within the app. I would like to see a calendar that I could edit within the app, which should be our "mobile" support." Also, is it impossible to leave the contact void to account for personal projects? ### 16. Bloom Is a great Simple CRM for small business. **Rating:** 5.0/5.0 stars **Reviewed by:** Martin M. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 14, 2023 **What do you like best about Bloom?** Bloom can capture leads, start the process of an inquiry, and email sequence. You can embed a messanger and call to action into your website. Set up a lead funnel. Instant booking and calendar integration for setting up calls. Sending invoices and contracts, collecting payments. Delivering Image galleries. I have witnessed the growth and developments of this platform over the last 5 years. It's incredible how fast suggestions on new features are designed and implemented. It just keeps getting better and better. I highly recommend CRM. I saved a ton of money on multiple subscriptions to other programs that are all included in Bloom **What do you dislike about Bloom?** I would like them to have more template options within the web site and gallery features. I want the branding options within the email, forms, and client portals to have more designed elements. It is a simple and clean design. print fulfillment would make it the perfect platfom. **What problems is Bloom solving and how is that benefiting you?** Bloom solves so many problems in one fell swoop. A lead magnet, questionnaire, client management, invoicing, contacts, scheduling,instant booking, custom workflows, image delivery, and email automation. I can't think of a better CRM. ### 17. Bloom Has Helped Me Finish Workflows All the Way Through **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Photography | Small-Business (50 or fewer emp.) **Reviewed Date:** June 21, 2023 **What do you like best about Bloom?** The most helpful aspect to Bloom is the project management section. Before, I didn't have a concrete flow to my work. For example, I'd finish projects and instead of sharing on them on socials they'd build up in my hard drive. Using Bloom, it helped me see where I'd cut my workflow short. Now I'm able to visually see what each step a project should be going through. **What do you dislike about Bloom?** I would like the invoices to reflect what the customer has already paid so when I resend they're able to see when and how they paid. I'm only able to see that on my end. Another thing, when I first go to the bloom website, it never shows "login" - it only shows sign up. I have to press sign up for it to take me to the page. Logging in is always a little glitchy. **What problems is Bloom solving and how is that benefiting you?** Bloom helped me see my work flow visibly through the project management section. Because of this platform I was able to be more precise on what my project flow should look like. It's helped tremendously with organization and for me to see what my workload actually is. ### 18. Exceptional Business Management and Organization with Bloom.io **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Photography | Small-Business (50 or fewer emp.) **Reviewed Date:** June 15, 2023 **What do you like best about Bloom?** Bloom.io has been an absolute game-changer for my photography business. This platform's seamless organization and efficient business management tools have helped me thrive in my industry. I highly recommend Bloom.io to fellow photographers and business owners seeking success and growth. Bloom.io's intuitive interface and comprehensive features make managing my business a breeze. Everything is easily handled within the platform, from client bookings to financial tracking. It has become my go-to tool for streamlining my workflow and ensuring no details slip through the cracks. The standout feature for me is Bloom.io's exceptional client management capabilities. I can organize and track all client interactions, from inquiries to follow-ups. Client profiles, booking history, and personalized communication can all be managed in one place. This level of organization saves me time and enhances customer service. The financial management tools provided by Bloom.io are also outstanding. I can generate professional invoices, track payments, and gain valuable insights into my business's financial health. It's a powerful tool for making informed decisions and identifying growth opportunities. On top of everything, Bloom.io's customer support is top-notch. Their responsive and knowledgeable team is always ready to assist. Their dedication to ensuring a seamless user experience is truly commendable. Bloom's founder, Paul, is easily accessible and, more often than not, has answered questions I have had personally. This is customer service I don't get with other companies. Bloom.io has transformed how I manage my photography business. It's user-friendly interface and comprehensive features make it a must-have tool for streamlining operations and achieving success. I highly recommend Bloom.io to any business owner looking for a powerful management solution. **What do you dislike about Bloom?** I wish there were better/more website templates. Being able to host my business management and my website on the same service would greatly streamline my day. **What problems is Bloom solving and how is that benefiting you?** Client management and invoice tracking is easy and intuitive. Workflow for each individual project keeps my project management streamlined. It's not quite ASANA level of nuance, but milestone-based tracking is sufficient for my current needs. ### 19. Best Business Workspace For Small Business **Rating:** 5.0/5.0 stars **Reviewed by:** Nathan R. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 13, 2023 **What do you like best about Bloom?** Bloom is one of the best-designed small business platforms I have ever experienced. It allows me to create invoices and send them to my client quickly. The built-in workflows also allow me to keep track of all my current projects without getting overwhelmed. Also, the lead forms that you can build in Bloom make a huge difference. As soon as I put them on my website, I saw an actual increase in the leads that I got just because of how fast and easy the forms are to fill out. If you are a small business, this CRM is definitely worth taking a look at. **What do you dislike about Bloom?** Right now, there is no calling or texting functionality built into the app so you are limited to email for your main communication method. Other than that its a very solid application. **What problems is Bloom solving and how is that benefiting you?** Bloom helps me manage my business and stay organized across multiple different projects at the same time. It's strongest features are definitely the workflow feature as well as the forms feature. ### 20. Best time-saving tool to create and send invoices, sign contracts for small marketing agencies. **Rating:** 4.5/5.0 stars **Reviewed by:** Pavels M. | Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** June 13, 2023 **What do you like best about Bloom?** It's very simple to create and send invoices for marketing agency clients every month. Saves lots of my time as an agency founder. I can create and sign contracts with my agency clients online which makes all of this process so much faster. I can also keep track of each client, invoices paid, and open projects without manually doing anything. **What do you dislike about Bloom?** Currently, I cannot send invoices to my clients in multiple currencies. If you choose dollars, all your invoices will be in dollars. Perhaps a feature to choose a currency for each client would be awesome. **What problems is Bloom solving and how is that benefiting you?** It usually takes time to create and send invoices to all my agency clients. With Bloom, I can do that in a couple of minutes. When signing a contract with a new client, there is always a lot of back and forth and time-consuming contract creation process, adding all of the client information manually into Word documents and then sending PDFs. Using Bloom, I can use the same contract template, and fill only unique details about each client, and send the contract to a client online. My client can sign the contract with one click, which reduces waiting time. ### 21. I was up and running within the hour **Rating:** 5.0/5.0 stars **Reviewed by:** Jamie J. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 22, 2023 **What do you like best about Bloom?** 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 out to customer service and they got back to me pretty quickly. **What do you dislike about Bloom?** This is more me than Bloom, but I definitely need to watch a tutorial video so I can access and use it to the fullest. **What problems is Bloom solving and how is that benefiting you?** Right now it's solving my billing and invoicing issue but knowing that he can do e-signatures and more I definitely have to study up on this platform. ### 22. One of the best CRM's for Photographers **Rating:** 4.5/5.0 stars **Reviewed by:** Scott F. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 20, 2023 **What do you like best about Bloom?** I have been using Bloom for over 2 years. It is the best way I have found to capture client information, track projects, and get paid without the need for any other program or website. **What do you dislike about Bloom?** As a photographer, I want my work to stand out. Although Bloom is improving this area, the gallery pages still need work to become a full-fledged one stop shop for me. **What problems is Bloom solving and how is that benefiting you?** I have been able to streamline my CRM into one product. I am able to book appointments, create contacts manage projects, invoice, and get paid all from one website. It has been a great timesaver for my business. ### 23. Most robust and easy to use platform **Rating:** 5.0/5.0 stars **Reviewed by:** Eli G. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 21, 2023 **What do you like best about Bloom?** Bloom is a user-friendly platform that requires no prior technical knowledge to get your website up and running. In addition, the photo delivery feature is fantastic and my clients are impressed by the attractive layout and appearance. **What do you dislike about Bloom?** It's not a deal breaker, but it would be great if there was an option to add plain pages using a WYSIWYG editor to include more details on the services page. It would also be helpful if their booking system could be integrated with each service. **What problems is Bloom solving and how is that benefiting you?** With Bloom, scheduling and collecting payments is a breeze, and their email automation/drip feature is a fantastic tool. ### 24. A CRM platform that saved me time, money and mind space **Rating:** 5.0/5.0 stars **Reviewed by:** Michelle V. | Owner / Photographer, Small-Business (50 or fewer emp.) **Reviewed Date:** June 22, 2023 **What do you like best about Bloom?** The project management tabs is designed for visually oriented people and allows me to easily keep track of what stage each project is at. The automated touchpoints are a complete life saver **What do you dislike about Bloom?** It is a lot of work to set up but once it's done, the time invested in the set up pays off. **What problems is Bloom solving and how is that benefiting you?** It's solving many problems. One: time management. I need more time to photograph and less time to run my business. The automated emails and touchpoints allow me to send out contracts, invoices, questionnaires and the like quickly and get back to what I love: photography. The auto charge for the 50% deposit is incredible because it cuts out a really tedious task, collecting the balance, completely! The invoicing is quick and the modern one-question-at- a-time onboarding is a nice touch for clients. ### 25. Solid CRM for new creatives **Rating:** 5.0/5.0 stars **Reviewed by:** Cory L. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 21, 2023 **What do you like best about Bloom?** I like how easy it was to get started and how many features they include with the free version. When starting my creative business I knew I wanted a CRM that was all inclusive rather than piecing together multiple services. Bloom provided that. **What do you dislike about Bloom?** Bloom can be buggy sometimes, but I run into the bugs more in the mobile app, which I wish was a little more robust. I am a video producer and I wish there was a way to have that integrated more into the software. Right now they only host photos. **What problems is Bloom solving and how is that benefiting you?** Integrated invoicing, client management. ### 26. Freelancing made easy **Rating:** 4.5/5.0 stars **Reviewed by:** Irwan (Wan) A. | Creative Director, Small-Business (50 or fewer emp.) **Reviewed Date:** June 21, 2023 **What do you like best about Bloom?** I love that Bloom incorporates every essential tool for freelancing in one easy-to-use solution. Everything from invoicing, lead management, project schedules and workflows are included, eliminating the need to subscribe to multiple apps or solutions. The interface is beautiful and intuitive and the pricing model is reasonable. **What do you dislike about Bloom?** It takes some time to get used to, even with the walkthrough. Some features require additional clicking so navigation can be better. **What problems is Bloom solving and how is that benefiting you?** Bloom is helping me put every process I need to run my freelance design business in one so I can stop juggling between multiple websites or apps. ### 27. Really Easy to start working right away!! **Rating:** 5.0/5.0 stars **Reviewed by:** Moises S. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 22, 2023 **What do you like best about Bloom?** It's really easy to start working with bloom, the design is really nice, and it will be a great image for your brand and great client experience with your clients. **What do you dislike about Bloom?** They are working everyday to get a lot of new features into bloom and I hope they implement some Proposal like Honey Book or Dubsado then it will be perfect since you can use it in Europe. **What problems is Bloom solving and how is that benefiting you?** Bloom has this great Project Management system that you can setup really fast and easy to start working right away and still get everything under control and organized. ### 28. Freelance operations elevated in one week **Rating:** 5.0/5.0 stars **Reviewed by:** Dan L. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 22, 2023 **What do you like best about Bloom?** I love the ability to invoice digitally and connect creator contracts. It's made client management so much easier. The interface is intuitive and has an attractive design. **What do you dislike about Bloom?** There are some features that would work better for me as a videographer. I'm projects having the ability to adjust locations and times would be helpful. I may just not know how to do it yet. **What problems is Bloom solving and how is that benefiting you?** Giving my clients easier ways to pay and helping me keep payments organized. I also use it for project work flow. It's saving my time (and money) in multiple ways. ### 29. I've had an extremely positive experience with Bloom and its support staff. **Rating:** 5.0/5.0 stars **Reviewed by:** Linda B. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 21, 2023 **What do you like best about Bloom?** The support is most helpful. I also like the visible format of the project tasks. **What do you dislike about Bloom?** I would like a "prettier" messenger section because I use it as a pop-up on my website, and it looks too utilitarian compared to my website. I would also like to be able to archive into another section the projects from a past year instead of seeing everything I've ever done (which isn't much at this point). **What problems is Bloom solving and how is that benefiting you?** It keeps track of my projects, payments, contracts, invoicing. I also use it on my website to accumulate information on leads. ### 30. Bloom Helps Me Stay Organized **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Photography | Small-Business (50 or fewer emp.) **Reviewed Date:** June 21, 2023 **What do you like best about Bloom?** Bloom has helped me keep organized and stay on track with my clients on where I am with each client as far as the stage of the project goes. It has become my Number one place to have customer info, contracts, email automation, the status of the project, and payments. It was quick and easy for me to setup. Customer service is very quick and very responsive! **What do you dislike about Bloom?** The one thing I disliked was the change to the free plan when I had a free plan by limiting the number of projects open and changing some of the free features that used to be free. I do understand why the changes needed to happen tho. **What problems is Bloom solving and how is that benefiting you?** Keeping track of the status of each project and payments along with client info. ### 31. All in one place, Simple Yet Powerful **Rating:** 5.0/5.0 stars **Reviewed by:** Rahul R. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 21, 2023 **What do you like best about Bloom?** I was looking for a crm software as every business does, but every other software was soo much complicated & unfriendly. I happen to come across bloom, this was a breath of fresh air. I loved the interface and non complexity. It has all the features I want. **What do you dislike about Bloom?** The payment options are not supported in my country. I would like bloom to tie up with payment methods that are supported so I can make use of that feature. Currently I am paying for the feature but it is of no use to me. **What problems is Bloom solving and how is that benefiting you?** Bloom is solving a lot of services which otherwise i would have to carry out manually. With bloom I have a peace of mind. I can access over mobile too. Send quick invoices / quotations. ### 32. Beautiful platform, but still needs a little work **Rating:** 3.5/5.0 stars **Reviewed by:** Sean M. | Founder/Creative Director/Photographer, Small-Business (50 or fewer emp.) **Reviewed Date:** June 22, 2023 **What do you like best about Bloom?** I like how beautiful the platform looks and how easy it is to use. **What do you dislike about Bloom?** There are still a few things missing that would help make this a full blown replacement for my current CRM and client portal. I do wish the client portal was more robust and a way to have proposals built in vs having to go elsewhere for those **What problems is Bloom solving and how is that benefiting you?** It is solving my issues of trying to find an all-in-one platform to handle my business and help automate services so I can serve my clients better and faster ### 33. Bloom has worked for me **Rating:** 4.0/5.0 stars **Reviewed by:** marlee c. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 21, 2023 **What do you like best about Bloom?** Bloom's support has been incredible. I have had help every step of the way whenever needed. Super responsive and helpful. Bloom felt like a more straightforward CRM for me than others I tried. **What do you dislike about Bloom?** No real downsides - just some features that I'd love to see. It would be nice if you could enter your availability as sessions (blocks) - in a simpler way. I'd like to be able to click multiple projects and archive them all at once. **What problems is Bloom solving and how is that benefiting you?** Bloom is saving me time and stream-lining some of my business practices. ### 34. I love it **Rating:** 5.0/5.0 stars **Reviewed by:** Shaya W. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 22, 2023 **What do you like best about Bloom?** How easy it is to just create a project and then add what you've done about the project and then I love the client portal and my clients love it too. **What do you dislike about Bloom?** I can’t duplicate workspaces. Sometimes I like to have four of the same workspaces with different names or titles but instead, I just have to copy everything over and it takes so much time. **What problems is Bloom solving and how is that benefiting you?** Invoicing. before I had Bloom I had no way to really send an invoice and then have my client pay it just like that ### 35. Love how easy it is to use this - I can finally manage all my stuff seamlessly- HIGHLY RECOMMEND **Rating:** 5.0/5.0 stars **Reviewed by:** Seif S. | Founder and Chief Executive Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** June 21, 2023 **What do you like best about Bloom?** The user interface - its super easy - looks clean - and as a designer myself - I greatly appreciate all the thought that went into it! The workflows are also amazing ! **What do you dislike about Bloom?** Well to be totally honest - there is not much to dislike - all you guys need to do is fix the website builder - sadly - you can't build anything decent on there - but if you fix that - it's perfect **What problems is Bloom solving and how is that benefiting you?** Keeping all my projects in view and managing them seamlessly !! ### 36. All-in-one **Rating:** 4.5/5.0 stars **Reviewed by:** Rob H. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 21, 2023 **What do you like best about Bloom?** I'm loving the multiple functions Bloom has all baked into one tool. Being able to switch between invoicing, project management, calendars, and the email automation tools are all awesome features. **What do you dislike about Bloom?** I do wish the syncing between calendars, zoom, and availability were a little simpler - I haven't quite figured it out yet. I'd like a little more walkthrough for onboarding. **What problems is Bloom solving and how is that benefiting you?** Meeting scheduling, invoicing, project management, lead tracking. It's honestly just been nice to send scheduling links and invoices seamlessly and with whatever option the customer needs. ### 37. Why You Need Bloom CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Jarrod J. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** June 21, 2023 **What do you like best about Bloom?** I've used all the other CRM companies, such as Honeybook, 17Hats, Dubsado, and Tave. Bloom has exceeded my expectations of how sleek the layout is and how easy the UX experience is. Bloom provides a clear snapshot of the year's income and upcoming projects, which is nice. Additionally, their customer support is quick and resolves problems efficiently. **What do you dislike about Bloom?** Don't have anything negative to say so far. Bloom does everything I need and more from CRM software, and I don't plan on switching anytime soon to a new platform. **What problems is Bloom solving and how is that benefiting you?** Bloom helps keep me organized and on track for the year. I can quickly check anything at a moment's notice from my phone and can update things easily as well. Love using the platform. ### 38. Love this crm **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Photography | Small-Business (50 or fewer emp.) **Reviewed Date:** June 22, 2023 **What do you like best about Bloom?** Bloom is easy to use and gives you step by step guides on how to use it. Love how it gives me a landing place for my photography clients to view and download their work in one space. While I am able to keep track of projects, send invoices and so forth **What do you dislike about Bloom?** So far nothing it's been a really good experience **What problems is Bloom solving and how is that benefiting you?** Organization and a space to keep organized but at the same time benefits my clients as well ### 39. Uncooked platform with light fixtures and a lot to improve and to add. **Rating:** 2.0/5.0 stars **Reviewed by:** Verified User in Photography | Small-Business (50 or fewer emp.) **Reviewed Date:** June 22, 2023 **What do you like best about Bloom?** It was the invoicing external site but once you are registered is not the same and loose a lot of practical tools. Even in the first site says things that doesn't work. **What do you dislike about Bloom?** Mainly that I couldn't fit it in my real estate photography business. But also, the feeling that it's in a kind of a hidden beta. It feels like is not even at 50% yet. **What problems is Bloom solving and how is that benefiting you?** The only one was the e-sign of a contract. I lke the idea of creating projects and having all the stuff in one place but in my case it only works when it's a really big one. And even that, it feel short in multiple areas. ### 40. Life Changing **Rating:** 5.0/5.0 stars **Reviewed by:** Denzil B. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 22, 2023 **What do you like best about Bloom?** Having a really modern dashboard to view all ongoing projects. In addition, bloom handles, leads, invoicing and contracts seamlessly. **What do you dislike about Bloom?** I would like Bloom to add a video hosting gallery as they do for photographers (photo gallery). With video being such a mainstay for businesses I think this will be invaluable going forward, **What problems is Bloom solving and how is that benefiting you?** It allows me to keep everything centralised regarding the admin side of project management. CRM, Invoices, Contract Signatures & More. ### 41. Game Changer **Rating:** 5.0/5.0 stars **Reviewed by:** Patanisha A. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 22, 2023 **What do you like best about Bloom?** I switched to Bloom because it streamlines my client process, and the added benefit is that my communication looks better too. **What do you dislike about Bloom?** Bloom is so spoiling me, I wish it were simple to swith my squarespace site over. **What problems is Bloom solving and how is that benefiting you?** Bloom helps me gain and track new leads via the forms. The forms are easy to embed and send. And as importanly, I can now keep client invoicing, contracts and media in one place. ### 42. Really great for invoicing! **Rating:** 5.0/5.0 stars **Reviewed by:** mia d. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 08, 2023 **What do you like best about Bloom?** Simple to use - very clean and intuitive (for the most part). Fairly streamlined for invoicing clients! **What do you dislike about Bloom?** A little complicated at times. Took a bit of playing around with the platform to figure out how it worked entirely. **What problems is Bloom solving and how is that benefiting you?** I used Bloom for invoicing clients for brand deals. ### 43. Excellent client management tool **Rating:** 5.0/5.0 stars **Reviewed by:** James A. | Graphic Illustrator / designer , Small-Business (50 or fewer emp.) **Reviewed Date:** June 21, 2023 **What do you like best about Bloom?** I love how bloom is designed visually for creatives. I also love how easy it unifies different client management aspects together. Very easy to use Every thing in one place **What do you dislike about Bloom?** I think the delay time could be synced a lot faster and bugs dealt with in that area. **What problems is Bloom solving and how is that benefiting you?** Bloom really helps me stay on top of staying organised with my clients and keeping my business running smoothly and streamlined ### 44. Modern CRM and Invoicing platform. **Rating:** 4.0/5.0 stars **Reviewed by:** Daniel S. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 21, 2023 **What do you like best about Bloom?** Snappy UI and modern interface. Ability to send invoices very quickly. I also love that I can have customers make ACH payments so we avoid paying CC fees. **What do you dislike about Bloom?** Bloom is still relatively new so there are some quirks that still need to be ironed out. There are some features missing like email tracking. **What problems is Bloom solving and how is that benefiting you?** Invoice and client portals. We also use it to collect info via questionarres from our customers. ### 45. The tool everyone needs **Rating:** 5.0/5.0 stars **Reviewed by:** Marlena P. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 07, 2023 **What do you like best about Bloom?** I love how user-friendly the platform is for all myself and my clients. Easy to navigate. **What do you dislike about Bloom?** It was a bit overwhelming at first and a bit robust for a small business, especially one just starting out. **What problems is Bloom solving and how is that benefiting you?** Integrating as much into one platform as possible. I've always hated having several different applications that didn't connect and Bloom solves that problem. ### 46. All in one photography client portal **Rating:** 5.0/5.0 stars **Reviewed by:** Oshane B. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 21, 2023 **What do you like best about Bloom?** Being able to text clients in a conversation format in bloom is so good. Clients also have their own login and can see documents and invoices. Great galleries too. **What do you dislike about Bloom?** Could be a mid tier pricing plan. It's either free or really expensive. **What problems is Bloom solving and how is that benefiting you?** A one stop shop for everything. I can manage everything that I need to do with clients while also having a website and portfolio. ### 47. Incredibly useful billing and project tracking. **Rating:** 5.0/5.0 stars **Reviewed by:** Oliver N. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 23, 2023 **What do you like best about Bloom?** Bloom makes it easy to construct invoices and bill clients. There are also multiple automation features to save time if you are a busy freelancer. **What do you dislike about Bloom?** Billing in multiple currencies is not really supported, at least not yet, but this is probably not required by many of the people that will use Bloom. **What problems is Bloom solving and how is that benefiting you?** I use Bloom primarily to handle client invoicing, at which it excels. ### 48. I wish Bloom existed a long time ago... **Rating:** 5.0/5.0 stars **Reviewed by:** Marie R. | Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** June 13, 2023 **What do you like best about Bloom?** It does everything I need to run my freelance business in one place. You can truly start up right away as a freelancer using Bloom. **What do you dislike about Bloom?** They're always making improvements, which is great, but sometimes it makes things difficult as we wait for new features. But we know it's coming. **What problems is Bloom solving and how is that benefiting you?** Bloom helps make aquiring new clients and managing them so much easier, which is vital for a freelancer. ### 49. Bloom has been great! **Rating:** 4.0/5.0 stars **Reviewed by:** Jeshua G. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** June 21, 2023 **What do you like best about Bloom?** I like the ability to manage clients and projects clearly. The visual aspect of it is so helpful. **What do you dislike about Bloom?** I think invoicing could be improved. I don't always want to group and invoice to a specific project, but still want to track my income somewhere. **What problems is Bloom solving and how is that benefiting you?** It's helping me invoice and bill clients in one place. The contracts are extremely helpful as well. ### 50. Bloom is a convenient, all-in-one CRM **Rating:** 3.5/5.0 stars **Reviewed by:** Erik P. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 22, 2023 **What do you like best about Bloom?** It's got a few unique features, such as the website and form builder, as well as specialized customer support for business support **What do you dislike about Bloom?** When I first started using Bloom years ago it was glitchy, but it's been getting better and better lately **What problems is Bloom solving and how is that benefiting you?** I needed a CRM that's easy to use and has a nice aesthetic to look professional to prospective clients - [View Bloom pricing details and edition comparison](https://www.g2.com/products/bloom-io-bloom/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-26+02%3A24%3A38+-0500&secure%5Bsession_id%5D=b75eb18b-3354-4e57-bee8-badf1abc6371&secure%5Btoken%5D=937ad935d68bf29ae38d2f1e767b8fe2968ba41fe392693fd8c8a4639e2c08f4&format=llm_user) ## Bloom Features **Signature Process** - Document Signing - Sign-In Process - Mobile Signatures - Signature Workflow - Reporting - Signature Document Creation **Sales Force Automation** - Partner Relationship Mgmt. (PRM) - Opportunity & Pipeline Mgmt. - Task / Activity Management - Desktop Integration - Quote & Order Management - Customer Contract Management **Marketing Automation** - Lead Management **Invoice Generation** - Templates - Digital Invoices - Recurring Invoices **Bill Generation** - Templates - Digital Billing - Recurring Billing **Notifications** - Appointment Follow-Up - Scheduling Notifications **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Invoice Processing** - Approvals - Batch Processing - Consolidation - Match Invoices **Bill Processing** - Consolidation - Batch Invoicing - Management **Settings** - Time Zone Detection - Availability Settings - Blocked Time Settings **Reporting & Analytics** - Dashboards **Analytics** - Due Dates - Cashflow - Payment Tracking **Integration** - Accounting - Payments - ERP **Personalization** - Branding - Links **Agentic AI - E-Signature** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Mobile & Social** - Mobile User Support **Integration** - Accounting - Payments **Integrations** - Multi- Calendar Integration - Website Integration - Video Conferencing **Agentic AI - Billing** - Autonomous Task Execution **Security and Scalability** - Regulatory Compliance - Signature History and Audit **Platform** - Customization - Performance and Reliability **Agentic AI - Invoice Management** - Cross-system Integration - Adaptive Learning - Proactive Assistance **Platform** - Custom Branding - Internationalization - Performance and Reliability **Integration** - Data Import & Export Tools **Agentic AI - Online Appointment Scheduling** - Autonomous Task Execution - Multi-step Planning - Natural Language Interaction **Generative AI** - AI Text Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making ## Top Bloom Alternatives - [HoneyBook](https://www.g2.com/products/honeybook/reviews) - 4.5/5.0 (225 reviews) - [HighLevel](https://www.g2.com/products/highlevel/reviews) - 4.6/5.0 (628 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,245 reviews)