Bloom

Unlike all other forms, questionnaires are always tied to a specific lead or project.

How to automate questionnaires in Bloom

Set up a reminder email to remind your client that the project date is upcoming.

How to Set Up an Automated Email for an Upcoming Project Date

Easily create your pricing packages by creating invoice items which will be readily accessible when creating an invoice or package.

Adding invoice items

Email templates are the most convenient way to send messages that include information that doesn't change.

Create email templates

Bloom is all about creating an efficient yet effective workflow. One of the best ways to do that is by utilizing the invoice templates.

Create Invoice templates

How to use Email Automation

Daniel

Automate and schedule emails, reminders, and meetings with clients so you can be more hands-off and focus on the parts of your business that matter most.

Automations

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