Project Management

Use Bloom’s all-in-one platform for structure, continuity, and maximum productivity for your business.

9 articles in this collection
Written by Paul Mikhaylenko and Artur

How multiple users or an agency can utilize Bloom

Bloom can work for anyone whether you’re a solopreneur/freelancer that works as a one-man team, or leading an agency with several teammates

Written by Artur
Updated over a week ago

Create a contract from a PDF

If you don't want to use the Bloom provided contract, you can easily upload your own. Here's how to get it done:

Written by Artur
Updated over a week ago

Create a Project from a Message

Now that you've landed a conversation with a lead, it's time to book a project.

Written by Artur
Updated over a week ago

Create a Project from an existing Lead or Contact

Once you've captured a lead or created a new contact, the next step is to set up the project that you will be working on together.

Written by Artur
Updated over a week ago

How to Send an Invoice

Immediately after you create a project, you are given the option to email your client an invoice.

Written by Artur
Updated over a week ago

Build and Send a Contract

Creating and Processing a contract is now easier than ever. You can find out how in the video below:

Written by Artur
Updated over a week ago

Image Delivery

Written by Paul Mikhaylenko
Updated over a week ago

Managing Workflows

Effectively managing your project workflows is critical to any successful freelancer. Here's how you can create and organize your own:

Written by Artur
Updated over a week ago

How to Pay for an Invoice

When your client receives an invoice, they will see a beautiful layout of all the project details. Here's how they can access it and pay:

Written by Artur
Updated over a week ago