Overview.

Each feature in Bloo is designed to be simple, yet powerful. This page gives you an overview of how Bloo works.

Simple

Our features are designed to be easy to use and straight-forward, even for first time users.

Powerful

Behind the simplicity, Bloo is powerful. The entire platform is scalable to thousands of use cases.

Improving

Every month, we update Bloo with new features, usability improvements, and enhancements.

Projects

Every project contains all the tools you need to move work forwards and get things done.

Unlimited — we do not have any limits of the number of projects that you can have.
Private — only people who are inside the project can see the data and contribute.

Flexible — instantly see who has which level of permission, and switch permissions on-the-fly.
Organized — group projects into folders, and drag and drop to reorder them in your sidebar.

Boards

Create instant and easy-to-follow process in your organization with todo boards.

Scalable — Create unlimited lists and up to 100,000 todos per list to track projects at scale.
Visual — drag and drop todos between lists to organize work and the entire board is realtime on all your devices.
Precise — advanced filters and keywords search are there when you need to instantly find the specific data you need.

Todos

Use todos to track anything. From a literal list of things to get done, all way to tracking inventory, invoices, and documents, the possibilities are endless.

Communicate with context — there's a dedicated discussion area for every todo.
Create accountability — see who's doing what, and when they'll get it done.
Stay Organized — use tags to categorize your work and break down large projects into manageable pieces.
Be Flexible — Create your own data structure with custom fields.

Calendars

Calendar view is perfect for keeping an eye on your project plan. Take back control and get a big picture view of all activities.

Cross-project — View due dates across your entire organization.
Filterable — Drill down into details by filtering only the data you care about.
Visual editor — drag, drop, and stretch todos in the calendar to change the date.

How you can use Bloo

Project Management

Keep projects such as store openings and marketing initiative on time and on budget.

Sales CRM

Over $100m of sales are tracked in Bloo, and we've been voted the #4 best CRM for SMEs.

HR

Track your new hires, create onboarding and offboarding processes, and share manuals.

Finance

Track both your accounts payable and receivable in Bloo, and visually see what's coming in next.

Client Service

Invite your clients in Bloo and provide a true client portal with a high degree of transparency.

File Storage

Store your organizational files in a secure manner, with unlimited file storage.

Files

Forget Google Drive & Dropbox, Bloo has unlimited storage for all your files with daily backups.

Truly unlimited — Every project in Bloo offers unlimited file storage, and each file can be up to 5GB.
Safe — we automatically backup all your files with 30-day backups to ensure that there is no possibility of data loss.
Preview — instantly see images, steam videos, and review PDFs without leaving Bloo at any time.

Activity & Audit Trail

See everything that's happening and keep people accountable.

Company overview — see a detailed company-wide and cross-project activity feed right from your sidebar.
Time machine — instantly filter by date to go back in time and see what happened previously.
Auditable — every single todo in Bloo has a detailed and unchangeable audit trail of everything that's happened.
Personal — each person also has their own audit trail, so you can see who's been doing what.

Custom Fields

Make your projects infinitely custom by adding a variety of fields to suit any need.

Variety — choose from 15+ types of custom fields including multi-select, phone number, currencies, URLs, and ratings.
Smart — custom fields automatically format based on their type and your choices to make work a pleasure.
Auditable — you have a granular change log each time something is changed so you always know what's happened.

People Management

Easily manage who can do what, where. We've got a flexible permissions system that keeps you in control.

No per-user fees — unlimited users for all accounts. Never worry about cost as you add team members and clients.

@mentions — if you need to get someone's attention, just @mention them in any comment and they'll get notified.
Multiple access levels — give more restricted access (view or comment only) to contractors, junior staff, or clients.

Bloo also has:

Mobile Apps

Bloo has native iOS and Android apps available that give you access on-the-go.

Dark Mode

Working late? Turn on dark mode to reduce eye strain and keep going.

Choose your color

Choose between various colors for our interface — hot pink, anyone?

Templates

We've spoken to thousands of people to create templates based on best-practices.

Updates

Get automatic regular updates from key people on your projects.

Lists

View data as a list and filter down to find the exact set you need.

Project folders

Move projects into logical groupings to keep things nicely organized.

Search

Find anything in Bloo instantly with global search.

Forms

Organize and gather data efficiently, however you want.

Create — build your form using any of the custom fields available in your project, such as multi-select & file uploads.
Share — put the public form link on your website, or add it to a QR code and see submissions come in.
Assign submissions — auto- assign submissions to someone, so they can instantly review what's just arrived.
On brand — Change the color scheme of the background and buttons to fit your brand, and upload your logo too.

Automations

Let Bloo handle the admin work while you focus on the work that really matters.

Set your trigger — decide the exact conditions that should start an automations, such as a new todo being created.

Set your action — tell Bloo what you want it to do. You can stack up actions to make lots of different things happen at the same time.
Flexible — Automations works with our forms and also our API.

Import & Export

Get thousands of items in (and out) of Bloo in minutes.

Easy import — enjoy our frustration-free guided import experience that ensures that you get the right data in.
Project CSV template — each project provides you a custom CSV import template based on your setup.
One click export — download a CSV export of a project instantly.
Scalable — import up to 100,000 items at a time.

Maps

Use maps to keep track of customer locations, equipment, or even your favorite restaurants.

Add it your way — use long/lat, search an address, or share with us your precise location.

Interactive — drag and drop the location pin on your todo mini map and we update the location in real time.

Scalable — add as many locations as you want on a single todo, and they will all appear on the map view.
Filterable — use tags and people filters to view only the relevant results you need.

Notifications

Take back control of your work by setting notifications the way you want them.

Multi-device — we have email, in-app push, and desktop push notifications. Pick what you need, turn off what you don't.

Relax on the weekend — Turn notifications 100% off when required and turn them back on when you want.
Per-project — you can turn off notifications on a per-project basis to ensure that you don't get overwhelmed.
@mentions — when someone mentions you by name, we'll notify you to make sure important things don't slip through.

API

Everything you can do in Bloo is available programmatically via our GraphQL API.

Query — use third party systems to read all the data that you've got in Bloo.
Write — add new data into Bloo from your other apps.
Subscribe — automagically stream data to any third-party system the moment something new happens.

Work Better, Together.

From the small stuff to the big picture, Bloo organizes work so teams are clear on what to do, why it matters, and how to get it done.