# Bloom | All-in-one business workspace & CRM for pro services

> Streamline your client journey with Bloom workflows, invoicing, payments, contracts, client portals, leads, websites, scheduling, and automation.
> Full Markdown bundle for AI tools. Each section below is the canonical
> Markdown body for one page on bloom.io.

<!-- source: https://bloom.io/ -->

# Bloom — A business workspace & CRM for professional services.

> Bloom is an all-in-one platform for creative pros. It bundles client management,
> instant booking, contracts, invoicing, payments, scheduling, image delivery,
> websites, and automations into one workspace so freelancers and small studios
> can replace 5+ tools with a single subscription.

## What Bloom does

- **Lead capture & CRM** — collect inquiries with branded lead forms, track
  conversations, and move clients through stages without spreadsheets.
- **Instant Book** — clients pick a package, sign the contract, and pay the
  retainer in one flow. No back-and-forth.
- **Invoicing & payments** — send branded invoices and accept ACH and credit
  card payments with auto-charge schedules. The starter plan has a 1.5%
  platform fee on digital payments; paid plans have no platform fee.
- **Contracts & e-signatures** — legally binding signed contracts attached to
  any project or invoice.
- **Scheduling** — calendar with two-way sync (Google, Apple, Outlook) and
  bookable session pages.
- **Image delivery** — client galleries with proofing, favorites, downloads,
  and a built-in store. No separate gallery subscription.
- **Workflows & automations** — trigger emails, tasks, and follow-ups from
  client actions, dates, or custom rules.
- **Websites & portfolio** — build a portfolio site with a custom domain
  attached to your CRM.

## Who Bloom is for

- Wedding and portrait photographers, videographers, and content creators.
- Coaches, consultants, designers, and other appointment-based service
  professionals.
- Solo operators and small studios that want one platform instead of stitching
  together a CRM, invoicing tool, gallery host, and scheduler.

## Quick links

- [Free Invoice Generator](/invoice-generator) — make a PDF invoice in
  seconds, no sign-up.
- [Pricing](/pricing) — plans and what is included.
- [Features](/features/crm) — full feature breakdown.
- [About](/about) — the story behind Bloom.
- [Contact](/contact) — talk to the team.

## Apps

Bloom is available on the web, iOS
(<https://itunes.apple.com/us/app/picr-grow-your-photo-business/id1161925164>),
and Android
(<https://play.google.com/store/apps/details?id=io.bloom>).

---

<!-- source: https://bloom.io/invoice-generator -->

# Free Invoice Generator — Bloom

> A free, in-browser invoice generator for freelancers and small businesses.
> Build a branded PDF invoice in under a minute, with line items, taxes,
> discounts, deposits, and integrated digital payment options. **No account,
> no email, no paywall.**

## What this tool does

- Create professional PDF invoices without an account.
- Add your logo, business details, and brand color.
- Add unlimited line items with quantity, unit price, taxes, and discounts.
- Apply percentage or flat-amount discounts and deposits.
- Show taxes per line item or as a single rate.
- Choose from 150+ currencies (USD, EUR, GBP, CAD, AUD, MXN, INR, etc.).
- Add notes, payment terms, and a memo.
- Download the invoice as a PDF.
- Optionally collect payment online (ACH and credit/debit card) by linking
  a Stripe account or signing up for Bloom.

## How to use it

1. Open <https://bloom.io/invoice-generator>.
2. Fill in your business name, your client, and the invoice number.
3. Add line items with descriptions, quantity, and price.
4. Set tax, discount, deposit, and currency.
5. Preview the invoice on the right.
6. Click **Download PDF** to save it.
7. Optionally click **Send Invoice** to email it and accept online payments.

## Why use this instead of Word, Excel, or another tool

- **No sign-up wall.** Most "free" invoice generators require an email; this
  one does not.
- **PDF that actually looks like an invoice.** Sleek templates designed for
  service businesses, not generic spreadsheet exports.
- **Modern payments built in.** When you are ready to get paid online, you
  can connect Stripe and accept credit cards or ACH directly from the same
  invoice — no extra software.
- **Mobile-friendly.** Works on phone, tablet, and desktop.
- **Save your details.** The form remembers your business info in the
  browser so you do not retype it on every invoice.
- **Made by an invoicing platform.** Bloom processes invoices and payments
  for thousands of pro service businesses, so the math, taxes, and PDF
  formatting are battle-tested.

## What it costs

The invoice generator is **free**. Downloading the PDF is free.

Online payments are powered by Stripe. Card and ACH processing fees are
Stripe's standard rates (typically 2.9% + 30¢ per card transaction in the US,
0.8% capped at $5 for ACH). Bloom does not add a platform fee on top when you
use the free generator with a connected Stripe account. If you want auto-pay,
recurring invoices, contracts, and CRM features, see Bloom's
[paid plans](/pricing).

## Frequently asked questions

### Do I need an account to download a PDF?

No. Build the invoice and click **Download PDF**. No account, no email.

### Can I send the invoice and get paid online?

Yes. Click **Send Invoice**, connect a Stripe account (or create a free
Bloom account), and your client receives an email with a secure pay link.
They can pay by credit/debit card or ACH.

### What currencies are supported?

150+ currencies, including USD, EUR, GBP, CAD, AUD, MXN, INR, BRL, ZAR, JPY,
SGD, AED, and others. Pick the currency from the dropdown and the symbols and
formatting update automatically.

### Can I add taxes and discounts?

Yes. Each line item can be marked taxable with its own rate, and you can apply
either a percentage or flat-amount discount to the invoice total. You can also
record a deposit/retainer that has already been paid.

### Is the invoice legally valid?

Yes. The PDF includes all standard fields: invoice number, date, sender,
recipient, line items, totals, taxes, and a notes/terms section. It is the
same format Bloom uses for paid customers.

### Will my data be saved?

Form data is cached in your browser so you do not retype your business
info. Nothing is sent to a Bloom server unless you click **Send Invoice**
or sign up.

### Is there a mobile app?

The invoice generator works in any mobile browser. Bloom's full CRM is also
available on iOS
(<https://itunes.apple.com/us/app/picr-grow-your-photo-business/id1161925164>)
and Android
(<https://play.google.com/store/apps/details?id=io.bloom>).

### How is this different from Bloom the CRM?

The invoice generator is a free single-purpose tool. Bloom the CRM
([/pricing](/pricing)) is the full platform: invoicing, contracts, instant
booking, scheduling, client portals, image galleries, automations, and
websites — built for businesses that send invoices regularly and want
recurring billing, auto-charge, and a CRM around them.

## Related

- [Bloom pricing](/pricing)
- [Invoicing & payments feature](/features/invoicing-and-payments)
- [Contract signing feature](/features/contract-signing)
- [Bloom homepage](/)

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# Invoicing & Payments — Bloom

> Branded invoices, ACH and credit-card payments, auto-charge, and
> contract-bundled checkout — all inside Bloom's CRM.

## What you get

- Send polished, branded invoices in seconds.
- Accept ACH (bank transfer) and credit / debit card payments via Stripe.
- Auto-charge on a schedule (deposits, milestone payments, recurring).
- Bundle contracts into the same checkout — clients sign and pay in one flow.
- Tip support for service businesses.
- Pass credit-card fees to clients (configurable).
- Quotes that convert to invoices.

## Why teams pick Bloom

- No platform fee on paid plans.
- No commission on bookings.
- Same workspace as your CRM, scheduling, and image delivery — no
  reconciling between tools.

## Try it

- [Free Invoice Generator](/invoice-generator) (no sign-up)
- [Pricing](/pricing)
- [Bloom homepage](/)

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# About Bloom

> Bloom is built by **Bloom Apps, Inc.**, headquartered in Portland, Oregon.
> The team builds modern software for service professionals who want to spend
> less time on admin and more time on their craft.

## What we do

Bloom is an all-in-one CRM and business workspace for pro service businesses
— wedding and portrait photographers, videographers, designers, coaches,
consultants, and small studios. We replace the patchwork of tools service
businesses have historically had to glue together (CRM + invoicing +
contracts + scheduling + image delivery + website) with a single platform.

## Where to reach us

- General contact: <contact@bloom.io>
- Support and product: see [/contact](/contact)
- Help center: <https://help.bloom.io>
- Blog: <https://blog.bloom.io>

## Apps and platforms

- Web: <https://bloom.io>
- iOS: <https://itunes.apple.com/us/app/picr-grow-your-photo-business/id1161925164>
- Android: <https://play.google.com/store/apps/details?id=io.bloom>

---

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# Bloom Pricing

> Bloom plans bundle CRM, invoicing, contracts, scheduling, image delivery,
> and websites into a single subscription. All paid plans include a 7-day
> free trial. No commission on bookings or payments.

## Plans at a glance

Live, current pricing is rendered from Stripe at <https://bloom.io/pricing>.
The plan names and what is included are stable; this page is the
machine-readable summary.

- **Starter** — entry plan for occasional invoicing and basic CRM. Has a
  1.5% platform fee on digital payments. No platform fee on paid plans.
- **Pro / Studio** — full CRM, contracts, instant booking, scheduling,
  image delivery, automations, and websites. No platform fee.
- **Yearly billing** — save up to 30% over month-to-month.

## What every paid plan includes

- Branded invoices with line items, taxes, discounts, deposits.
- Online payments (ACH and credit/debit card) via Stripe.
- Legally binding e-signature contracts.
- Lead forms, CRM pipeline, and conversation history.
- Calendar with two-way Google / Apple / Outlook sync.
- Workflows and automations.
- Image gallery delivery with favorites, downloads, and store.
- Custom website with portfolio.
- iOS and Android apps.

## Pricing FAQ

### When does Bloom start charging me?

After the 7-day free trial. You will not be charged until the trial expires.

### Is there a minimum commitment?

No. Choose month-to-month or yearly. Yearly plans save up to 30%.

### Does Bloom take a commission?

No. Bloom does not take a commission on bookings or payments.

### Are there any other fees?

The Starter plan has a 1.5% platform fee on digital payments. Paid plans
have no Bloom platform fee. Stripe processing fees still apply.

### What if I need more storage?

Upgrade gallery storage independently of your plan.

## Related

- [Free invoice generator](/invoice-generator)
- [All features](/features/crm)
- [Bloom homepage](/)

---

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# Contract Signing — Bloom

> Legally binding e-signature contracts attached to any project or invoice.

- Send contracts for signature with one click.
- Bundle a contract with an invoice so clients sign and pay in the same flow.
- Templated contracts you can reuse per package.
- Audit trail with timestamps and IP for every signature.

See [pricing](/pricing) or the [Bloom homepage](/).

---

<!-- source: https://bloom.io/contact -->

# Contact Bloom

> Reach Bloom support, sales, and the product team.

- General: <contact@bloom.io>
- Help center: <https://help.bloom.io>
- Web form: <https://bloom.io/contact>

Bloom Apps, Inc. — Portland, Oregon, USA.

---

<!-- source: https://bloom.io/features/instant-booking -->

# Instant Booking — Bloom

> Replace the back-and-forth: clients pick a package, sign the contract, and
> pay the retainer in a single Bloom form.

- Branded booking forms with packages, add-ons, and dates.
- Automatic contract generation and signature.
- Retainer payment captured at booking.
- Calendar conflict detection via two-way calendar sync.

See [pricing](/pricing) or the [Bloom homepage](/).

---

<!-- source: https://bloom.io/features/crm -->

# CRM — Bloom

> A CRM purpose-built for pro service businesses. Capture leads, track
> conversations, and move clients through stages without spreadsheets.

- Lead forms embedded on your website.
- Pipeline / kanban views per project type.
- Notes, tasks, and conversation history per contact.
- Custom fields and tags.
- Integrated with invoicing, contracts, scheduling, and image delivery.

See [pricing](/pricing) or the [Bloom homepage](/).

---

<!-- source: https://bloom.io/features/scheduling -->

# Scheduling — Bloom

> Calendar and bookable session pages for service businesses.

- Two-way sync with Google, Apple, and Outlook.
- Bookable session pages with availability rules.
- Buffer times, blackout dates, and round-robin availability.
- Tied to projects so calendar events live next to the client record.

See [pricing](/pricing) or the [Bloom homepage](/).

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# Image Delivery — Bloom

> Client galleries with proofing, favorites, downloads, and an integrated
> print/digital store. No separate gallery subscription.

- High-resolution gallery hosting.
- Client favorites and proofing flows.
- Watermarking and download controls.
- Integrated store for prints and digital sales.

See [pricing](/pricing) or the [Bloom homepage](/).

---

<!-- source: https://bloom.io/features/workflows -->

# Workflows & Automations — Bloom

> Trigger emails, tasks, and follow-ups from client actions, dates, or
> custom rules.

- Pre-built workflow templates per business type.
- Trigger on lead capture, booking, payment, signed contract, or date.
- Email and task automations.
- Branching logic and delays.

See [pricing](/pricing) or the [Bloom homepage](/).

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<!-- source: https://bloom.io/features/automations -->

# Automations — Bloom

> Reusable rule-based automations that act on client actions, dates, and
> custom triggers.

- Action library: send email, create task, update stage, charge invoice.
- Trigger library: form submitted, payment received, contract signed,
  date reached, custom field changed.
- Templates for common service-business workflows.

See [pricing](/pricing) or the [Bloom homepage](/).

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<!-- source: https://bloom.io/features/lead-management -->

# Lead Management — Bloom

> Capture, qualify, and convert inquiries inside Bloom.

- Embeddable and stand-alone lead forms.
- Auto-reply and lead-routing automations.
- Pipeline view of every active lead.
- Convert a lead into a project, contract, and invoice in one click.

See [pricing](/pricing) or the [Bloom homepage](/).

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<!-- source: https://bloom.io/features/project-management -->

# Project Management — Bloom

> Manage every project — leads, bookings, contracts, payments, calendars,
> and galleries — in one record.

- Per-project task lists.
- Per-project calendar events.
- Per-project invoices, contracts, and conversations.
- Mobile apps for managing on the go.

See [pricing](/pricing) or the [Bloom homepage](/).

---

<!-- source: https://bloom.io/features/website-portfolio -->

# Website & Portfolio — Bloom

> Build a portfolio website with a custom domain wired into your CRM.

- Drag-and-drop site builder with portfolio templates.
- Custom domain support.
- Lead forms that drop directly into your CRM.
- Built-in SEO and OpenGraph metadata.

See [pricing](/pricing) or the [Bloom homepage](/).
