Scored using CRM Software Methodology v3.0
CRM Software Methodology v3.0
Mathematical & Unbiased Scoring
Products in this category are scored under Frontum CRM Software Methodology v3.0: the technical score from the specifications is the base, and independent expert and video reviews (up to ±0.5 points), owner opinions (up to ±0.3) and best-of lists (up to +0.3) move it up or down.
Explore CRM Software Methodology v3.0

Bloom.io review: 54 specs compared

Starting price:14 USD/user/moFree plan:noAI assistant:noBuilt-in quotes and invoicing:yesWorkflow automation:yes

Bloom.io Review: Compare 54 technical specifications and 4 expert and video reviews to see how this product ranks in the CRM Software category and whether it is worth buying.

Bloom.io
7.8/10

Overall score

Score
7.8/ 10
✕
What it is
Our main score for this model, 1–10. It combines specs, expert reviews and best-of lists.
How we count it
Parts: Technical score 40%, Reviews score 30%, List score 30%
Marks: Each part gets a mark out of 10. For reviews, lists and owners, a typical model in this category gets about 8 and the best one gets 10.
No data yet: A part with no data shows "?". It counts as the mark of a weaker model in this category (4 in 5 models with data score higher). This way, models with reviews, lists and owners usually come out ahead.
Score distribution
â–¼
<55-66-77-88-99-10
Score components

40%

7.7

Technical score

30%

8.4

Reviews score

30%

?

List scoreNot enough data yet, so we use 7.5, the mark of a weaker model in this category

â–²Better than 63% of CRM software
7.7

Technical score

Technical score
7.7/ 10
✕
What it is
How good the specs are compared with the other models in this category, 1–10.
How we count it
Areas: We rate the specs in each area against the other models in this category.
Weighting: The areas that matter most to buyers count more. The shares are shown under Score components.
Share: The technical score is 40% of the overall score.
Score distribution
â–¼
<55-66-77-88-99-10
Score components

25%

8.4

Product & Pricing

25%

8.4

Core CRM

20%

6.7

Sales & Automation

15%

8.3

Integrations & Access

15%

5.8

Security & Deployment

â–¼Worse than 59%
8.4

Reviews score

Reviews score
8.4/ 10
✕
What it is
Average grade from independent test sites, magazines and video reviewers, 1–10.
How we count it
Grades: Each review's own score is converted to 1–10; without one, we grade the review ourselves. Every review counts the same: written or video, short or full test.
Score: The average grade is 80% of the review mark; the number of reviews is the other 20% (1 review = 5, the typical number in this category = 8, the most-reviewed model = 10).
Enough data: With few reviews, the average grade is pulled toward the typical grade of this category. No reviews yet: 7.6 for now.
Share: Reviews count 30% of the overall score.
Score distribution
â–¼
<55-66-77-88-99-10

80%

8.5

Average grade

20%

8.3

Popularity

Grades by review (4)
3 reviews + 1 video, average 9.0/10. Reviews count 30% of the overall score.
User ratings collected online are not part of this score.
â–²Better than 84%
?

List score

List score
7.5/ 10
✕
What it is
How often independent test sites, magazines and video reviewers put this model in their best-of lists for this category.
How we count it
Points: The model in the most lists of this category gets 10; the others get 8 to 10 in proportion. In no list yet: 7.5. Lists count 30% of the overall score.
Enough data: Every list counts, even a single one. With fewer than 5 best-of lists in the category, this part is left out.
Lists with this model (0)
Not in any best-of list yet, so this part counts as 7.5. Models in a list get 8 to 10.
Not in any best-of list yet
Pricing & Access
Best rankings
Available: ranking among products currently available (including other versions of this product).All: ranking among all products in the database.
Loading...
Loading category ranking...

CRM Software product ranking

Ranked #91 of 242 products in CRM Software (Overall score)

Technical Specifications of CRM platform Bloom.io

Technical score
Technical score
7.7/ 10
✕
What it is
How good the specs are compared with the other models in this category, 1–10.
How we count it
Areas: We rate the specs in each area against the other models in this category.
Weighting: The areas that matter most to buyers count more. The shares are shown under Score components.
Share: The technical score is 40% of the overall score.
Score distribution
â–¼
<55-66-77-88-99-10
Score components:

25%

8.4

Product & Pricing

25%

8.4

Core CRM

20%

6.7

Sales & Automation

15%

8.3

Integrations & Access

15%

5.8

Security & Deployment

7.7
Reviews score
8.4
List score
?
Starting price
14 USD/user/mo
This CRM platform has a starting price of 14 USD/user/mo, which is lower than that of 93.5% of CRM platforms and equal to that of 0.7% of CRM platforms.
Billing period
Monthly, Annual
Free plan
no
This CRM platform does not offer a permanent free plan.
Free tier available for single users.
Free trial
yes
This CRM platform offers a time-limited free trial.
14 days.
Minimum seats
1 seat
This CRM platform has a minimum purchase requirement of 1 seat, which is lower than that of 1.9% of CRM platforms and equal to that of 98.1% of CRM platforms.
Show more
Account and company management
yes
This CRM platform supports account and company management. 0.2% of CRM platforms support account and company management.
Contact management
yes
This CRM platform supports contact management. 0% of CRM platforms support contact management.
Lead management
yes
This CRM platform supports lead management. 0.2% of CRM platforms support lead management.
Website lead capture forms and booking widgets.
Deal and pipeline management
yes
This CRM platform supports deal and pipeline management. 0.2% of CRM platforms support deal and pipeline management.
Visual project pipeline with customizable stages.
Custom fields
yes
This CRM platform supports custom fields. 0% of CRM platforms support custom fields.
Show more
AI assistant
no
This CRM platform does not offer an AI assistant. 22% of CRM platforms offer this feature.
Workflow automation
yes
This CRM platform supports workflow automation. 0.5% of CRM platforms offer this feature.
Automated client communication and task workflows.
Lead scoring
no
This CRM platform does not support lead scoring. 19.8% of CRM platforms offer this feature.
Email sync and tracking
yes
This CRM platform supports email sync and tracking. 0.5% of CRM platforms offer these features.
Sales forecasting
no
This CRM platform does not support sales forecasting. 15% of CRM platforms offer this feature.
Show more
Marketplace integrations
yes
This CRM platform offers marketplace integrations. 1.9% of CRM platforms offer marketplace integrations.
Integrations with Zapier and popular web platforms.
API access
yes
This CRM platform offers API access. 0.2% of CRM platforms offer API access.
Webhooks
yes
This CRM platform supports webhooks. 1.4% of CRM platforms support webhooks.
Mobile apps
yes
This CRM platform offers mobile apps. 2.4% of CRM platforms offer mobile apps.
Bloom mobile app on iOS and Android.
Data import and export
yes
This CRM platform supports data import and export. 0% of CRM platforms support data import and export.
Show more
Single sign-on (SSO)
no
This CRM platform does not support single sign-on. 23.2% of CRM platforms support single sign-on.
Security certifications
GDPR compliant
Role-based permissions
yes
This CRM platform supports role-based permissions. 0.7% of CRM platforms support role-based permissions.
Role-based security groups and permissions.
Audit logs
no
This CRM platform does not provide audit logs. 97.6% of CRM platforms provide audit logs.
Supported operating systems
Web, iOS, Android
Show more

Bloom.io vs the average CRM platform

246810TotalProduct & PricingCore CRMSales & AutomationIntegrations & AccessSecurity & Deployment
  • 25 USD/user/mo $/user/mo lower starting price
    User score
    7.0/ 10
    ✕
    What it is
    Average of independent expert reviews and videos, graded by us; missing reviews count as 7/10.
    When it matters
    When you want to know how independent test sites and video reviewers rate the product in real use.
    Score distribution
    ▼▼
    <55-66-77-88-99-10
    Bloom.io
    the average CRM platform
    Bloom.io has a lower starting price than the average CRM platform (14 USD/user/mo vs 39 USD/user/mo). The average starting price across CRM platforms is 39 USD/user/mo.
    14 USD/user/mo vs 39 USD/user/mo
  • More included file storage
    This CRM platform includes more file storage than the average CRM platform (100 GB vs 10 GB).
    100 GB vs 10 GB
  • In-quote online payments
    This CRM platform supports online payments within quotes, while the average CRM platform does not. 32% of CRM platforms support online payments within quotes.
    Integrated credit card and PayPal payment processing via Stripe, PayPal.
  • Supports project management
    This CRM platform supports project management, while the average CRM platform does not. 25.6% of CRM platforms support project management.
    Creative project management with image proofing and galleries.
  • Built-in e-signature
    This CRM platform has built-in e-signature, while the average CRM platform does not. 22.5% of CRM platforms offer built-in e-signature.
    Built-in legally binding digital e-signatures on contracts.
  • Offers a client portal
    This CRM platform offers a client portal, while the average CRM platform does not. 36.3% of CRM platforms offer this feature.
    Client portal for viewing proposals, contracts, and paying invoices.
  • 6.3% higher review score
    Reviews score
    8.4/ 10
    ✕
    What it is
    Average grade from independent test sites, magazines and video reviewers, 1–10.
    How we count it
    Grades: Each review's own score is converted to 1–10; without one, we grade the review ourselves. Every review counts the same: written or video, short or full test.
    Score: The average grade is 80% of the review mark; the number of reviews is the other 20% (1 review = 5, the typical number in this category = 8, the most-reviewed model = 10).
    Enough data: With few reviews, the average grade is pulled toward the typical grade of this category. No reviews yet: 7.6 for now.
    Share: Reviews count 30% of the overall score.
    Score distribution
    â–¼
    <55-66-77-88-99-10

    80%

    8.5

    Average grade

    20%

    8.3

    Popularity

    Grades by review (4)
    3 reviews + 1 video, average 9.0/10. Reviews count 30% of the overall score.
    User ratings collected online are not part of this score.
    8.4 vs 7.9
  • 1.8% better value for money
    Bloom.io offers better value for money than the average CRM platform (8.49 vs 8.3).
    8.49 vs 8.34
  • 6.3% higher review score
    Reviews score
    8.4/ 10
    ✕
    What it is
    Average grade from independent test sites, magazines and video reviewers, 1–10.
    How we count it
    Grades: Each review's own score is converted to 1–10; without one, we grade the review ourselves. Every review counts the same: written or video, short or full test.
    Score: The average grade is 80% of the review mark; the number of reviews is the other 20% (1 review = 5, the typical number in this category = 8, the most-reviewed model = 10).
    Enough data: With few reviews, the average grade is pulled toward the typical grade of this category. No reviews yet: 7.6 for now.
    Share: Reviews count 30% of the overall score.
    Score distribution
    â–¼
    <55-66-77-88-99-10

    80%

    8.5

    Average grade

    20%

    8.3

    Popularity

    Grades by review (4)
    3 reviews + 1 video, average 9.0/10. Reviews count 30% of the overall score.
    User ratings collected online are not part of this score.
    8.4 vs 7.9
  • 1.8% better value for money
    Bloom.io offers better value for money than the average CRM platform (8.49 vs 8.3).
    8.49 vs 8.34
  • 25 USD/user/mo $/user/mo lower starting price
    User score
    7.0/ 10
    ✕
    What it is
    Average of independent expert reviews and videos, graded by us; missing reviews count as 7/10.
    When it matters
    When you want to know how independent test sites and video reviewers rate the product in real use.
    Score distribution
    ▼▼
    <55-66-77-88-99-10
    Bloom.io
    the average CRM platform
    Bloom.io has a lower starting price than the average CRM platform (14 USD/user/mo vs 39 USD/user/mo). The average starting price across CRM platforms is 39 USD/user/mo.
    14 USD/user/mo vs 39 USD/user/mo
  • More included file storage
    This CRM platform includes more file storage than the average CRM platform (100 GB vs 10 GB).
    100 GB vs 10 GB
  • Supports project management
    This CRM platform supports project management, while the average CRM platform does not. 25.6% of CRM platforms support project management.
    Creative project management with image proofing and galleries.
  • Offers a client portal
    This CRM platform offers a client portal, while the average CRM platform does not. 36.3% of CRM platforms offer this feature.
    Client portal for viewing proposals, contracts, and paying invoices.
  • In-quote online payments
    This CRM platform supports online payments within quotes, while the average CRM platform does not. 32% of CRM platforms support online payments within quotes.
    Integrated credit card and PayPal payment processing via Stripe, PayPal.
  • Built-in e-signature
    This CRM platform has built-in e-signature, while the average CRM platform does not. 22.5% of CRM platforms offer built-in e-signature.
    Built-in legally binding digital e-signatures on contracts.
  • No audit logs
    This CRM platform does not provide audit logs, while the average CRM platform does. 97.4% of CRM platforms provide audit logs.
  • No automatic duplicate detection
    This CRM platform does not detect duplicate records automatically, while the average CRM platform does. 98.6% of CRM platforms offer automatic duplicate detection.
  • No automatic duplicate detection
    This CRM platform does not detect duplicate records automatically, while the average CRM platform does. 98.6% of CRM platforms offer automatic duplicate detection.
  • No audit logs
    This CRM platform does not provide audit logs, while the average CRM platform does. 97.4% of CRM platforms provide audit logs.

Video reviews

Hands-on testing and real-world video evaluations

9.0
Build Inspire
≈ estimated
21/07/2024
Feature tour · client portal, contracts, leads and pricing
Verdict
Bloom.io is a versatile, powerful option for creative professionals, with robust features for managing clients and payments.

Expert reviews

In-depth analysis and verdict from leading tech publications

9.0
millo.co
≈ estimated
11/08/2022
Long-form review · Freelancer invoicing
Verdict
Bloom.io suits freelancers and solopreneurs who want invoicing, booking and contracts in one tool, but larger teams will find its multi-user features not yet available.
9.0
slrlounge.com
≈ estimated
03/08/2023
Hands-on test · Photography CRM
Verdict
Bloom.io suits photographers wanting leads, contracts, invoices and galleries in one dashboard, though its gallery sharing only covers digital downloads.
9.0
fstoppers.com
≈ estimated
18/06/2023
Reader comments · Photographer feedback
Verdict
Bloom.io suits commercial photographers, according to users who praise its galleries, but customer service and portal reliability draw complaints.

Third-party reviews

What we like about Bloom.io

  • Intuitive visual deal pipelines with drag-and-drop opportunity tracking and customizable stage progression.
  • Visual workflow automation builder facilitating status updates, assignment rules, and reminder notifications.
  • Built-in quotation and invoice creation directly connected to digital payment gateways for accelerated client checkout.
  • Extensive marketplace connectors complemented by full REST API endpoints and webhooks for software stack integration.
  • Permanent free subscription tier providing core contact tracking capabilities for micro-teams without upfront billing.

What we don't like about Bloom.io

  • The complimentary tier enforces strict record volume and automation limits, necessitating paid plan upgrades as operations grow.
  • Lacks native enterprise SAML Single Sign-On (SSO) in standard plans, complicating centralized corporate authentication.
  • Native telephony dialer and call recording are not built into the core interface, requiring third-party VoIP software.
  • Multi-tenant public cloud hosting only, without on-premise installation choices or dedicated European data residency.

Verdict

Bloom.io is a cloud-based CRM platform engineered by Bloom to streamline multi-stage deal tracking, contact organization, and commercial pipelines. At its core, the software centralizes lead qualification, company dossiers, and customizable data fields within an intuitive visual interface. Integrated communication tools facilitate email synchronization, automated follow-up sequences, and activity logging. Teams benefit from native mobile applications for field updates, customizable dashboards for sales forecasting, and extensive REST API connectivity. However, the entry free tier includes strict contact limits, requiring paid subscription upgrades to access advanced automation and reporting. Overall, it represents a dependable choice for growing B2B sales organizations seeking structured deal execution and reliable team collaboration. Furthermore, administrative settings maintain flexible oversight as operational requirements expand. In addition, overall system stability and structured data governance support daily commercial routines.

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