" It's awesome how I have been able to build up onboarding and invoicing and client related reporting in one place using Clientvenue, it's really awesome that we've been able to cut on extra software spending for our business as well. "

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Alore Sales, bengaluru
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TABLE OF CONTENTS

Bloom software is designed to help businesses manage their customer relationships. It can track customer data, manage customer interactions, and automate marketing and sales processes. It is a platform that offers a free trial and a variety of features.

I'll discuss Bloom pricing and its features in this blog. I'll also list more reasonably priced software you can use to manage your projects for your clients.

What is Bloom?

Bloom.io is a complete toolkit for small enterprises, freelancers, and modern creatives that you can use to manage all of your projects and client relationships.

Bloom is the most accessible platform for making reservations, sending invoices, and interacting with consumers. It exists to help creatives manage an effective and lucrative internet business.

Bloom evaluates a person's creditworthiness using information from a variety of sources (for example, social media). Additionally, it plans to offer open-source tools so that other businesses can create their own variations of Bloom, creating a decentralized credit rating system.

The Bloom token's name is BloomID (BLT). It gives you the option to join the network, offers a way for your clients to pay you, and gives you access to other unique services.

On the other hand, the bloom is not necessary for a firm to run effectively. All transactions can be carried out in cash if required or preferred.

It produced a potent toolkit for business management and expansion, giving creatives quick access to cutting-edge technology.

How much does Bloom cost?

Pricing Structures:

STARTER:

  • You need a way to book one project at a time if you have just started an agency.

FREE PLAN

STARTER FEATURES:

  • Quotes & Invoices
  • ACH & Alternative Payments
  • Stripe & Square Integration
  • Client Galleries
  • Retainers
  • Website Portfolio
  • Project Workflows
  • Lead Management
  • Client Portal
  • Scheduling
  • 100GB space

PREMIUM:

  • You are the owner of a large agency, studio, or collection of brands.
  • You are prepared to organize and expand your business because you have a consistent flow of customers.

Price: $42 for a monthly subscription

EVERYTHING IN STARTER, PLUS:

  • Instant Booking Forms
  • Signing Contracts
  • Multiple Invoices Per Project
  • Invoice Tipping
  • Email Automations
  • Gmail Integration
  • Zoom Integration
  • Branded Cover Art
  • Private Galleries
  • Remove Bloom Branding
  • 1TB Storage

Bloom Features Overview

1. Instant Bookings

Users can set up their reservation systems using Bloom without relying on crowded email inboxes.

Similar to an Uber for service providers, you may establish your own profile with all the pertinent details, like prices and availability.

Clients can approve upcoming bookings with a simple click after receiving notifications on their app (including time and location).

2. Scheduling

The ability to plan is essential for service providers. In order to prepare ahead of time and prevent clogging up your schedule, clients must be informed of when they may anticipate hearing from you.

Without relying on email, the user of Bloom will be notified on their phone of impending bookings (including time and location) and will be able to accept them with a simple click.

3. Management of Leaders

It might be ineffective and impersonal to send generic quotations and proposals. Using a few search parameters like name, location, and industry, Bloom enables service providers to locate the precise client they need to get in touch with immediately.

When the user locates the ideal candidate, they can customize their offer to boost their chances of making a sale.

4. Forms for Questions and Quotes

Before reserving a service, clients usually ask the same questions as numerous service providers. To correctly frame their talk, it would be much simpler if they could immediately scribble down these inquiries and have them answered later.

With the help of Bloom, a user can create a straightforward questionnaire that will be emailed to their clients before a session.

The user can answer immediately after the client fills out the form and hits "send" because a notification is sent to their phone.

5. Project Management

Managing a project can take a while, especially if you have to keep track of your workers and resources.

Employees can easily submit an invoice for a job well done using Bloom, saving the user time when keeping track of the work done.

Currently, SaaS (software as a service) is the most well-liked and commonly applied business model. With the help of Bloom, service providers may build an online suite for their customers, allowing them to manage all of their vital data in one place.

No matter who the user is, whether they need a client management system, or CRM, or a specially designed shared calendar, Bloom is flexible enough to satisfy their demands.

6. CRM

Bloom, a sales-driven organization, collects as much data as possible from its target market. A CRM for creatives called Bloom lets service providers make their own client lists with details like name, industry, and location.

Goal tracking, which enables service providers to keep track of the milestones and goals they have attained and create new goals based on prior performance, is another helpful function.

This helps service companies better understand their customers and sell themselves, leading to a marked increase in conversions.

7. Image delivery

Bloom can deliver hundreds of photographs straight to a client's inbox, eliminating the need for them to download and upload each one individually before using them on their website or social network.

The pictures will be sent to the client immediately through email after they have approved the Bloom contract. For each new booking, an invoice will be created instantly when you sign your proposal.

Your clients will be alerted about upcoming appointments by automated SMS or Slack notifications.

8. Workflows

Every client-facing business needs a simple approach to creating unique email sequences that will aid their success.

With Bloom, users can quickly build automatic workflows depending on specific events, such as an appointment, a quote, or the conclusion of a project.

When working with complex clients that demand special attention, workflows help service providers save time, especially during busy seasons.

9. Portfolio of websites

For the time being, Bloom offers a portfolio tool to display your prior work and experience. This is a great approach to attract new customers who may not have known about you before.

With only a few clicks, service providers may use Bloom to present a stunning portfolio of their prior work. The client can rapidly select from a selection of themes and modify them to fit the branding of their business.

With Bloom, service providers can quickly build a website to highlight their work in only a few minutes.

It is perfect for presenting in your portfolio everywhere because there are no page restrictions, and users can quickly view it using mobile devices.

10. Automation

Service providers can utilize automatic email notifications as a strong tool to inform their clients of impending events. With Bloom, users may set up automated notifications based on particular client milestones or occurrences.

For instance, once the contract is accepted, an automatic message notifying them of all they need to know before continuing will be sent.

A robust platform like Bloom will help service providers succeed in sales-driven organizations. They can use it to build an online suite for their clients that will let them handle all their crucial data in one place. 

Regardless of the business, the platform's high degree of customization enables users to provide precisely the capabilities their customers demand.

Pros

  • Bloom offers a free trial to test it before you commit to using it.
  • Bloom is designed to be very user-friendly. Even people without experience using CRM software should be able to figure it out quickly.
  • Bloom integrates with various other software programs, making it easy to use in conjunction with other tools you might use for your business.
  • Bloom offers many features, including contact management, task management, and sales tracking.

Cons

  • The platform may be overwhelming for small businesses.
  • Some features may be unnecessary for some businesses.

Why you need a Bloom alternative

There are several reasons why you might need a bloom alternative. Perhaps you could be happier with the features or pricing of the platform. Or you're looking for a more robust solution to handle your growing business. 

Whatever the reason, there are several great alternatives out there that can bloom.

One of the best alternatives on the market is ClientVenue. ClientVenue is a world-renowned platform that offers a wide range of features and customization options. If you're looking for a robust CRM solution that can scale your business, ClientVenue is an excellent option.

The best alternative to Bloom - ClientVenue

marketing project management software

ClientVenue offers a complete client portal software solution. With ClientVenue, you can manage your clients, projects, invoices, and more in one place. ClientVenue also offers a free trial, so you can try it before you buy it.

If you're looking for excellent client portal software, you should check out ClientVenue. It's the best Bloom alternative out there, with features that will make managing your clients a breeze.

From automated invoicing to project management, ClientVenue has everything you need to keep your business running smoothly. And best of all, it's incredibly affordable. So if you're looking for excellent client portal software, check out ClientVenue.

ClientVenue Key Features

1. Simple onboarding of clients

Instead of conducting the labor-intensive work yourself, go from high-touch onboarding to self-service and automated checkout onboarding so you can concentrate on growing your agency.

Use repeatable templates and regular procedures for all your workflows so that you may concentrate on the most crucial work to your organization.

2. Manage projects and customer requests

Visibility into all of your projects in real-time. Real-time client request management and project manager-like status reporting are required.

Bring all the teams together for simple project collaboration. Get a complete 360-degree perspective on your project to prevent delays.

3. One place access

Maintain ONE place for all of your client-related documents and resources. You won't need to regularly link your sharing links and drives. All you need to do is take your resources from your designated drive and attach them to one place.

4. Personalized Experience

Make the portal appear as an offering on your website. Change the logo, color scheme, and design to reflect your company's aesthetic to give the impression that it is a native experience on your website.

5. Service offerings

This agency project management solution allows you to share the client portal with your clients and list all of your business's services so that they may get in touch with your marketing team for the precise services they require.

6. Invoicing & Billing

dedicated account manager

There are several businesses that can assist you with billing and invoicing, which is an essential component of operating a business.

ClientVenue allows you to centrally manage your jobs and customer requests, save all of your files for quick access, and combine all your bank accounts for accurate accounting. 

You can use our invoicing tool to automatically generate invoices, set up recurring invoices to make sure you are paid on time each month, and use the reporting feature to track your team's performance in real-time.

7. File and Storage management

You can keep your client-related data in one location with ClientVenue's file management-centric architecture, and you can quickly access them from other places, including Dropbox, Box, Google Drive, and Microsoft One Drive.

This implies that you have a single area where all your files can be accessible, regardless of the file management system you and your team use.

8. Transparency within the Team

Engage in team communication while centralizing all of your responsibilities and projects. Spend fewer hours replying to emails and chat conversations and more time concentrating on business expansion.

9. Daily Standups

This function is excellent for team communication. It enables you and your team to meet each day to review the status of your project and any problems that need to be fixed.

10. Reporting

You can use this functionality to create reports to monitor progress and evaluate your team's performance. Doing this allows you to manage your project and make sure it is moving forward.

Integration

ClientVenue is easy to use because it integrates with so many different software programs. If you manage your projects using different software, this can be useful.

ClientVenue Pros

  • Ease of use: ClientVenue is designed to be user-friendly. Even if you're not tech-savvy, you should be able to figure out how to use the program quickly.
  • Flexibility: ClientVenue is a flexible program that can be used for various projects. Whether you're managing a small team or a large corporation, this software can be customized to fit your needs.
  • Comprehensive features: There are a lot of features and customization options, so you can make the software work for your team's specific needs.
  • Affordable: ClientVenue is one of the market's most affordable project management software programs. This is an excellent option if you're on a tight budget.

ClientVenue Cons

  • I have not encountered any drawbacks.

ClientVenue Pricing

Pricing at ClientVenue is straightforward, reasonable, and honest. Each plan comes with a 14-day free trial, and if you choose annual billing, you get an additional two months for free. The pricing structure for ClientVenue consists of two plans;

  • Business $15/m
  • Enterprise $25/m

How ClientVenue can help different teams

There are so many teams out there who can benefit from using ClientVenue! No matter what your team size is or what industry you're in, ClientVenue can help. 

For example, our design team has been able to increase their productivity by using ClientVenue's features like focus mode, custom views, and templates. 

And our HR & Admin team loves being able to use ClientVenue's powerful automation features to stay on top of all their tasks. 

But ClientVenue isn't just for big teams! Our finance team uses ClientVenue to manage all their projects and tasks, and our creative team loves being able to use ClientVenue's collaboration features to work on projects together. 

Operations teams can use ClientVenue to streamline their workflows and get real-time insights into what's going on. And marketing teams can use ClientVenue to manage all their campaigns and tasks in one place. 

The possibilities are endless! No matter what team you're on, ClientVenue can help you be more productive and organized. So why not give it a try?

Conclusion

If you're looking for excellent client portal software, you should check out ClientVenue. It's the best Bloom alternative out there, and it's perfect for small businesses and freelancers.

ClientVenue is an excellent option for those who need a simple and effective way to manage their client relationships. The software is easy to use and has a wide range of features that make it perfect for businesses of all sizes.

With ClientVenue, you can easily keep track of your clients, projects, and invoices. You can also create custom fields to track whatever information you need. The software is also highly customizable, so you can tailor it to your specific needs.

Best of all, ClientVenue is very affordable. It's an excellent value for the price, and it's perfect for small businesses and freelancers who need client portal software that's both effective and affordable.

If you're looking for the best Bloom alternative, look no further than ClientVenue. It's the perfect solution for businesses of all sizes.

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