Use Case

Sales CRM.

Our customers track over $100m in annual sales via Bloo and use our platform to build a reliable sales pipeline, stay organized, collaborate and move deals forwards.

The International Business Times
ranked Bloo in the top 10 CRMs for SMEs.

Build a Reliable Sales pipeline.

Whether you need to build your process from scratch or you already have an existing one, Bloo's Kanban Board has got you covered!

Add your process across multiple columns to get a high-level view and track leads as they progress through sales pipeline. In each todo card, you'll have a full audit history of what happened and when, so not a single thing will be missed.

Stay Organized.

When you're selling many different products and services to many different people, you need a tool to keep everything organized. Custom Fields help you customize Todo field to fit your needs - Use Tags to categorize different deals and filter for them when you want to see data for that product/service, and customise your Todo to record contact information of prospects, so you don't call them by a different name or send information to wrong people.

A few things out of the box...

Projects
Create unlimited projects to logically separate your work and keeps things private.
Boards
Use the board view to create simple and efficient processes in your team.
Calendars
See what's happening next. Each project has a calendar, and we have cross-project calendars too!
Activity Feed
Keep your eye on what's happening, with a live activity feed that shows you everything.
@mentions
Ping a colleague by mentioned them in any comment.
Smart Notifications
Choose how, when, and where we notify you. You're in control at all times.
Multi Language Support
Bloo supports multiple languages,
Dark Mode
Working late? No problem, reduce glare and eye strain with dark mode.
Mobile Apps
Enjoy native iOS and Android mobile applications to work on the go.
Custom Fields
Build your own data structure with custom fields. Including currencies, drop-downs, & more!
Automations
Reduce your work by automating common actions that happen again and again.
Forms
Have form data jump directly into Bloo! Great for field work, tickets, or anything else.

Keep Files in One Place.

When a prospect asks for an item in the proposal, you want to make sure you have it at your disposal at all times; you definitely don't want to spend hours searching different tools, emails, or folders. Bloo keeps all your files in one central hub so if you ever need them, you'll know exactly where it is.

Track Your Sales On The Go.

Never worry about leaving your files the office, as you access all your sales data on the road with the Bloo mobile application.

Collaborate & Move Deals Forward.

It's important to work effectively together when it comes to managing deals; You want to make sure you never drop the ball. There'll always be clear accountability in all your Bloo projects as you can assign people to tasks and set a deadline to it.