Bloom Reviews

I grabbed this CRM because I needed one and didn’t want to pay an arm and a leg as I’m getting back out into offering services. And this was so easy to use. High recommend this and it’s so easy to set up and use immediately. Definitely going to make my life easier as I’m setting everything up and managing my business. I love the workflow option and getting to see where everyone is at. Highly recommend.

Nice app, I give 4 tacos instead of 5 tacos because we can't use a dual tax (a legal invoicing requirement in Québec: TPS 5% and TVQ 9,975%)
Each tax should be separate in it's own line.

Hey Paul,

I've just purchased Bloom a few minutes ago and event without in-depth testing, I love how incredibly beautiful and pleasant to use it is—a breath of fresh air. I can't wait to start using it.

Do I agree with so many voices that the deal is weak? Yes, to a degree. I don't think it's a 'deal' for the AppSumo folk. Incredible deals is what everyone here is for. This one is lacking in terms of 'not getting more what you paid for'. With the 50% lifetime discount it's a good value, but I think you would have had a smashing success here if the deal was tiered.

Having said that, I think the feedback was way to harsh, describing more the deal than the software.

One thing though that was a bit surprising so far: the description on AppSumo states: "Send invoices with different payment methods, contracts, tips, payment schedules, and more." However, when I try to enable tipping or recurring invoices, it asks me to upgrade. Why the discrepancy?

Also, if I wanted to get another license for a different business, how do I bring it under the same roof?

Keep it up!

GUI is beautiful. Simple and easy setup. Attaching an invoice to an agreement is a great feature as well.

There are some restrictions, and it's hard to take advantage of some unlimited features. I wan to simply send an invoice to a customer without a workaround or tying it to a project.

In my line of work, selling digital goods, I don't necessarily need a project setup to send one off invoices.

While the AppSumo deal is half off for some upgrades, I don't personally have an interest in it.

After thoroughly testing the plan included in this AppSumo deal, I regrettably have to give it just 1 taco.
The limitations within this deal itself make normal CRM workflows surprisingly difficult. AppSumo has clarified they don’t permit reviews that go too deeply into these restrictive elements, so I won’t elaborate in excess — but the constraints baked directly into this plan significantly hinder practical use. This isn’t about features outside the deal; it’s about how the included features actually operate.
A good example is invoicing. While the deal includes invoicing tools and Bloom explicitly lists “services” as invoice-able items, I discovered that invoices can only be sent when a project is set to “active.” That might sound small, but it becomes problematic the moment you work with ongoing or yearly services tied to completed projects. In the real world, clients often receive recurring invoices after a project is technically completed — yet the structure of this included plan doesn’t accommodate that without forcing an awkward workaround. For business users relying on clean financial workflows, this creates uncertainty about whether the tool behaves as advertised.
I also ran into multiple activation issues, and support has unfortunately not eased those concerns. Replies have been slow — sometimes days — and difficult to obtain. When responses did arrive, they tended to create even more confusion, especially around how upgrades work within this deal. For software marketed for professional use, the lack of clarity and reliability is troubling.
What stands out most, though, is how a deal with such restrictive mechanics and unclear support expectations made it through AppSumo’s approval process in the first place. As a longtime Sumo-ling, it’s disheartening to watch the platform increasingly approve deals that feel more limiting, more confusing, and, in this case, not entirely aligned with how the features appear at first glance. It creates the unfortunate impression that AppSumo’s quality standards may be slipping.