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Unboxing: Bloom.io - a CRM platform to run your agency 

Relevate
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This is a video about Bloom.io Unboxing, a software platform for creatives to manage projects and clients. It is a business management software platform for creative agencies to help them to better manage their clients and projects.
00:00 Bloom.io Unboxing
00:00 Introduction
00:21 Pricing
01:01 Home Page
02:17 Pricing
04:37 Software Demo
08:30 Searching For Data Later
09:10 Projects
09:38 Other Peoples Effort
11:24 Database Layout
13:21 What Its Missing
14:25 Profiles
15:57 Getting Paid
18:35 Summary
Thank you for watching!
Subscribe to our channel and grow your self and your business with Relevate! The Relevate Group is a Global Digital Transformation Services Group with offices all around the world and a number of sub brands and subsidiaries.
Join the Relevate Community: join.relevate.com.au
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We help business owners find software tools, tips and tricks to help them get their life back. We delve into the deeper concepts of gaining a strategic advantage. For example using knowledge management to empower your staff and free up more high level headspace rather than constantly chasing your tail.
Platforms we like:
While we are platform agnostic, we do have some affiliate links (The content of this video contains general advice, please seek advice from your business automation specialist).
Zoho One: store.zoho.com.au/ResellerCus...
#relevate #crm #digitaltransformation #veteran #avoncollis

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24 июл 2024

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Комментарии : 5   
@SimplySortedOrganizing
@SimplySortedOrganizing Год назад
This was a great overview! Do you have a link to the comparison matrix you mentioned?
@Relevate
@Relevate Год назад
Howdy, glad you liked the video. I have a course which guides you on how to use it and you can download it from there relevate.trainercentralsite.com/course/software-comparison-matrix let me know if you have any trouble accessing it and I can send it direct. Please also connect with me on LinkedIn. It is easier to chat there.
@CristianBaronetti
@CristianBaronetti 4 месяца назад
Thank you! 🙌 Is there any alternative platform with current support for small teams collaboration? (4 to 10 people) An all-in-one solution like this would be great!
@Relevate
@Relevate 4 месяца назад
Howdy :) - It depends on what your business is trying to acheive. I use Zoho One regularly and have a playlist on its capability here: ru-vid.com/group/PLD-yPsrqJ0ROYeM8dVJVJEi9wNFH-gpXl You could also check out AVAZA in this video: ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-JutHxRQw2mE.html
@Relevate
@Relevate 4 месяца назад
I would like to understand more about your business. We have an Digital Accelerator for software advice where we have tons of resources and tips and you can chat to an expert: join.relevate.com.au
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