G2

Rachel M.

Small-Business (50 or fewer emp.)

6/22/2023

"The Absolute Best CRM"

5/5

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.