Bloom Lifetime Deal Review: Is This $19 CRM Really Worth It?

Are you tired of switching between multiple tools to manage clients, invoices, and projects?

Most freelancers struggle to find software that’s simple yet powerful enough. Some platforms are too complicated. Others cost too much or hide important limits.

Bloom offers lifetime access for just $19 instead of the usual $168. That’s an 89% discount for an all-in-one client management platform.

Sounds too good to be true, right?

In this review, I’ll show you exactly what Bloom delivers and what it holds back.

You’ll see real limitations, actual user feedback, and whether this deal fits your business.

Want to skip the review and try it risk-free? Get Bloom’s $19 lifetime deal here:  (60-day money-back guarantee).

Bloom LTD Quick Overview

Here’s a table with the basic info about Bloom and the lifetime deal.

Feature	Details
Founder	Paul Mikhay
Launched	January 2020
Company Size	11-50 employees
Headquarters	Vancouver, Washington (USA)
Platform Type	Client/Project Management (CRM)
Best For	Freelancers, Creatives, Small agencies
Limited Deal	$19 one-time on AppSumo
Regular Price	$168/year starter, upgrades $408/year
Active Projects	3 on lifetime deal
Storage	100GB (double regular starter)
Upgrade Perk	50% off all upgrades, for life
Refund Policy	60 days
Alternatives	Dubsado, Honeybook, Bonsai, 17hats

My Hands-On Experience With Bloom

Setup and First Impressions

Signing up was easy. The website asks simple questions and helps you set up your first project. You can link your payment systems and add your branding, logo, and info.

The interface feels clean and intuitive. There aren’t complicated menus or confusing screens. Even if you’re not techy, you can figure it out fast. The mobile app lets you check your tasks or reply to clients when you’re away from your computer.

Finding things like client lists, payments, and project files was simple.

Using the Key Features

You get a mix of useful tools in Bloom. Here’s exactly what the lifetime deal gives you:

• Add clients and send them intake forms to get info
• Schedule meetings and let clients choose times that work
• Build and send proposals and contracts
• Ask for signatures and track who signed
• Create as many invoices as you want and take payments through Stripe, PayPal, Venmo, Cash App, Square, or Zelle
• Make simple payment plans
• Chat with clients using the built-in messenger
• Give clients access to a secure portal for sharing files and tracking work

Uploading photos and files works well. Each client has their own login, so they can check in on progress, download what they need, and send you messages.

Dealing With the Limits

You can only have three active projects at once on the $19 plan.

This is stricter than many people expect. If you finish a project, you can archive it to make room for another. But if you work with more than three clients at the same time, you run into problems. Some users noticed that “archived” projects lose key features, like being able to send new invoices.

You only get one automation and one workflow. There’s just one self-booking form. If you want to try advanced automations, you’ll quickly hit the wall.

Website creation isn’t really included. If you want a Bloom-powered website, it’s $14/month extra—something not shown clearly on the AppSumo page.

Day-to-Day Workflow

If you handle just a few projects at a time, everything runs smoothly. The dashboards make it easy to see what you need to do. The client portal keeps messages and files in one spot.

But if you juggle projects or have multiple clients at once, you’ll find yourself wanting to upgrade or switch tools.

What Is Bloom?

Bloom is an online all-in-one platform for running a creative business. It tries to do almost everything you’d want as a freelancer or small agency:

• Manage clients from first contact to last payment
• Handle booking, invoices, payments, and contracts
• Run your projects and track your progress
• Give each client their own online portal for updates, files, and communication

Bloom is not just for freelancers handling one job at a time. It claims to help photographers, designers, and small studios stay organized without needing lots of different tools.

Paul Mikhay and his team launched Bloom in 2020. The company is based in Vancouver, Washington.

Who Should Use Bloom?

Bloom’s lifetime deal isn’t for everyone. Here’s how to decide if it fits what you do.

Best For

• Freelancers or solopreneurs with three or fewer active clients
• Beginners launching a new service business
• Side hustlers testing if freelancing will work for them
• People who want to avoid lots of separate apps
• Users who might need more features later and want a 50% lifetime discount on upgrades

Who Should Look Elsewhere

• Anyone managing more than three active projects/clients at once
• Agencies with teams or higher workflow needs
• Professionals wanting full control over automations
• Those who send custom-branded emails (SMTP not yet available)
• Users needing a real website included in the package

If you’re in the first group, the deal is great value. If you’re in the second group, you’ll hit limits and probably end up paying for an upgrade.

Key Features of Bloom

Bloom packs a lot of tools into one platform. Each feature is designed to make your client work easier and more professional. Here’s what you get and how it helps your business.

Client and Lead Management

You can add unlimited clients to your account. There’s no cap on how many people you can store or track.

This means you don’t worry about hitting a contact limit. Add past clients, current ones, and future leads all in one database. Tag them, sort them, and keep notes about each person.

When a lead comes in, you can track where they are in your process. Mark them as “inquiry,” “booked,” or “completed.” Everything stays organized without needing spreadsheets or sticky notes.

Client Portals

Every client gets their own secure login. They see only their projects, files, messages, and invoices.

This builds trust. Clients don’t have to dig through emails to find what you sent. They log in and see everything in one clean space. It makes you look more professional and organized.

The portal updates automatically when you add new files or send messages. Your clients always have the latest info without extra work from you.

Project Tracking and Workflows

Projects are how you organize each client’s work. You create a project, add tasks or milestones, and track your progress.

With the lifetime deal, you get one workflow template. A workflow is like a checklist that repeats for each client. For example, your workflow might be: send contract, get deposit, deliver files, send final invoice.

Once you set up your workflow, you apply it to each new project. This saves time because you don’t reinvent the wheel every time.

The downside? You only get three active projects at once on the $19 plan. If you finish one, archive it to make room for another. Archived projects stay in your account but lose some features.

Intake Forms

Intake forms collect information from new clients before you even talk to them.

You create questions like “What’s your budget?” or “What’s your deadline?” The form sits on your website or in an email. Clients fill it out, and their answers show up in Bloom automatically.

This cuts back-and-forth emails. You get the details you need right away. It also filters out clients who aren’t serious or don’t fit what you offer.

Booking and Scheduling

The self-booking form lets clients pick meeting times without emailing back and forth.

You connect your Google Calendar or Zoom. You set your available hours. Clients see open slots and book what works for them. Bloom sends automatic reminders to both of you.

The lifetime deal includes one booking form. If you need different forms for different services, you’d need to upgrade.

This feature alone saves hours every week. No more “Does Tuesday work?” emails.

Invoicing and Payments

You can send unlimited invoices with the $19 plan. Each invoice can include line items, taxes, discounts, and payment terms.

Bloom connects to Stripe, PayPal, Venmo, Cash App, Zelle, and Square. Clients click a payment link and pay however they prefer. You don’t need to set up separate accounts or worry about collecting checks.

You can also create payment schedules. Split big projects into deposits and final payments. Bloom tracks what’s paid and what’s still owed.

There’s a 1% platform fee on payments. So if a client pays you $1,000, Bloom takes $10. This is on top of payment processor fees from Stripe or PayPal.

The benefit here is speed. Clients pay faster when it’s easy. You get paid faster when everything’s automated.

One problem: if you archive a project, invoicing for that client gets tricky. Some users report they can’t send new invoices to archived clients. This matters if you do ongoing or retainer work.

Contract Management and E-Signatures

You can create contracts or proposals inside Bloom. Use templates or write your own.

Send the contract to your client. They review it in their portal and sign electronically. You get notified when they sign. The signed version saves automatically.

This replaces tools like DocuSign or HelloSign. You don’t pay extra per signature. Everything stays in one place.

Contracts protect you and set expectations. Having this built-in means you’re more likely to actually use contracts instead of skipping them.

Built-In Messenger

The messenger tool is a simple chat system. You and your client send messages back and forth inside Bloom.

This keeps communication organized. Instead of digging through email threads, you see all messages tied to that specific project.

Clients get notifications when you message them. You get notifications when they reply.

The downside is it’s just basic chat. There’s no advanced features like scheduled messages or automated replies. It works well for quick check-ins but doesn’t replace email entirely.

File Sharing and Galleries

Upload files directly to each project. Clients see them in their portal. You can organize files into folders or galleries.

For photographers or designers, the gallery feature is helpful. You upload images, and clients browse them in a clean layout. They can download what they need or leave comments.

This beats sending big email attachments or sharing messy Google Drive folders. Everything stays tied to the project. Nothing gets lost.

You get 100GB of storage with the lifetime deal. That’s double what the regular starter plan offers. For most freelancers, that’s plenty of space.

Payment Gateway Integrations

Bloom connects to the payment tools people already use:

• Stripe: For credit and debit cards
• PayPal: Trusted by clients worldwide
• Venmo, Cash App, Zelle: Popular for quick peer-to-peer payments
• Square: Another card processing option

You can let clients choose how they want to pay. Some prefer PayPal. Others like paying by card. Offering options makes it easier for them to say yes.

You can also pass credit card fees to clients if you want. This protects your profit margins.

Email Automations

The lifetime deal includes one active automation. An automation is a set of emails that send automatically based on triggers.

For example, when a client books a meeting, Bloom can send them a welcome email. When they sign a contract, it can send a thank-you note.

Automations save you from sending the same emails over and over. They also make you look responsive even when you’re busy.

The problem is you only get one automation on the $19 plan. If you want to automate multiple processes, you’d need to upgrade.

Calendar and Scheduling Management

Bloom integrates with Google Calendar and Zoom. This means your bookings sync automatically.

When a client schedules a call, it appears on your calendar. If you use Zoom, Bloom generates the meeting link for you.

This cuts down on double-booking or forgetting appointments. Everything stays in sync without extra steps.

Other Integrations

Bloom also works with:

• QuickBooks: For syncing invoices and expenses
• Plaid: For bank connections and payment verification
• Zoom: For video meetings

These integrations make Bloom fit into your existing workflow instead of forcing you to change everything.

Mobile App

The Bloom mobile app works on iOS and Android. You can check projects, reply to messages, and review invoices from your phone.

This is helpful when you’re away from your desk. You don’t lose time because you can stay on top of client needs wherever you are.

The app isn’t as full-featured as the desktop version, but it covers the basics well.

Upgrade Discount Perk

This isn’t a feature you use daily, but it matters long-term. When you buy the $19 lifetime deal, you get 50% off all future Bloom plans—forever.

If you grow and need more projects, automations, or features, you can upgrade. Instead of paying $408/year for the Solo Business plan, you’d pay $204/year.

If you downgrade later, you keep your double storage and discount. This flexibility gives you room to grow without locking into expensive plans right away.

Pricing: Is the Bloom Lifetime Deal Really a “Lifetime” Solution?

The eye-catcher on AppSumo is the $19 one-time cost. This deal is much cheaper than competing CRMs. But the fine print matters.

What $19 Gets You

• Three active projects at any time. Unlimited archived projects, but you lose invoicing for them
• One workflow and one automation
• One self-booking form
• Unlimited contracts, invoices, and client portals
• 100GB storage
• 1% fee on payments made through the platform
• 60-day refund policy

Real User Reviews and Testimonials

Most user feedback is honest-some positive, some negative. Here’s what people actually say.

People Like

• Clean, easy-to-use interface
• Sending invoices is fast and simple
• Setting up client portals is straightforward
• The mobile app works well for work on the go
• All the basics are all in one place, no need to juggle tools

People Dislike

• Strict three-project cap is a common frustration
• Website costs more per month, even though the deal page says it’s included
• Unclear limits on “unlimited” features and some features don’t work unless projects are active
• Customer support can sometimes be slow to answer
• Confusing how to activate upgrades or get help with discounts

Some users thought the deal was “too good to be true.” After using it, they understood the deal is best for just starting out or for testing before moving up to a paid plan.

How to Use Bloom: Step by Step

If you buy the $19 deal, here’s how you’d get started:

1. Sign Up and Redeem your code from the AppSumo deal page
2. Set Up Payment Methods so you can invoice clients right away
3. Add Your Branding—logo, custom color, email signatures
4. Create Your First Project for a real or test client
5. Add Client Info with an intake form or manual entry
6. Build a Workflow (just one if you’re on the $19 plan)
7. Set Up Booking if you want to let clients schedule meetings
8. Send Contracts and Proposals using included templates
9. Start Invoicing early so you understand how payment flows work
10. Invite Clients to Their Portal so they see all files, messages, and projects with you

If you need help, there are help articles and video guides, but direct support answers are sometimes slow.

Pros and Cons

Every tool has strengths and weaknesses. Here’s how Bloom’s lifetime deal measures up:

Pros

• Costs very little for beginners
• Super simple to get started
• 100GB storage is double what starter users usually get
• Clean client portal builds trust
• No need for extra tools (all-in-one solution)
• Professional invoices, contracts, and messaging in one place
• Keeps a nice discount for upgrades if you grow

Cons

• Only three active projects limit your growth
• Workflow, automation, and booking form limited to one each
• Extra website features not really included (hidden fees)
• Archived projects cannot be invoiced easily
• No way to email clients from your own domain (SMTP not yet live)
• Platform fee (1%) on every payment
• Some key features require subscription upgrade

Top 5 Alternatives to Bloom

If you think Bloom won’t work for your workflow, here are other trusted options:

1. Dubsado

Unlimited projects, complex workflows, higher price. Great for busy agencies.

Pricing: $40/month or $400/year

2. HoneyBook

User-friendly, unlimited projects, strong client portal, similar price to Dubsado.

Pricing: $39/month or $390/year

3. Bonsai

Financial tools, time tracking, solid for freelancers.

Pricing: Starts at $24/month

4. 17hats

Workflow automation and bookkeeping on a budget.

Pricing: $25/month

5. Sprout Studio

Best for photographers, gallery proofing and print sales.

Pricing: $24/month

If you plan to manage more than three projects, one of these may give you better value-though at a higher monthly or yearly cost.

Read more about bloom alternatives.

My Final Verdict: Should You Buy Bloom’s Lifetime Deal?

If you:

• Have three or fewer projects at once
• Want an easy, clean system to organize client work
• Would like to test client portals, workflows, contracts, and more for the lowest possible price

Bloom’s $19 deal is a very smart buy. You can start working with no extra fees, learn the ropes, and decide if it fits you. The system’s polished interface and practical tools work as advertised for lightweight use.

If you:

• Handle four or more clients or projects at once
• Need advanced automations
• Rely on branded custom-email sending or web pages

You’ll reach the ceiling fast and either pay for an upgrade or look for something else.

The upgrade discount is a permanent perk; if you grow, Bloom stays affordable compared to other leading options.

Here’s a simple way to decide:

• Just starting out or taking on side work? Buy the deal and try it risk-free for 60 days
• Need more? Upgrade when ready. The lifetime 50% discount keeps costs in check

Don’t wait—if you fit the beginner or part-time creative profile, grab the $19 Bloom deal risk-free.

Ready to streamline your freelance business the smart way? Get Bloom’s $19 lifetime deal on AppSumo before it’s gone.

Frequently Asked Questions