BloomDash

What Is BloomDash?

BloomDash is a white-label client portal platform for agencies and freelancers that covers file delivery, project roadmaps, professional invoicing, asset requests, meetings, e-signatures, and custom branding in one branded client-facing workspace. Each client gets their own portal — a single login where they access files, approvals, updates, and signed agreements — while the agency manages all clients from a centralized admin dashboard. The platform is built for client-facing work across branding agencies, design studios, marketing agencies, web agencies, and more.

What Is BloomDash Best For?

BloomDash is best known for its white-label client portal. Each client gets a dedicated, branded workspace with a single login, accessible under the agency's own domain on the Unlimited plan. It is particularly suited to agencies and freelancers who currently deliver client work through a combination of Google Drive links, email threads, and WhatsApp messages. The portal helps them consolidate those touchpoints into one professional, client-facing environment that reflects their own brand rather than a third-party tool's.

How Much Does BloomDash Cost?

The pricing for BloomDash starts at $39/month with the Core plan. The vendor also offers a 14-day free trial on all paid tiers. Further pricing tiers include:

• Start - Free
• Pro - $99/month
• Unlimited - $199/month

Beyond the subscription, additional costs (based on industry benchmarks may include:

• Implementation And Setup - Organizations requiring custom onboarding or workflow configuration may budget $500–$3,000
• Data Migration - Budget $300–$2,000 for migrating existing client files, contracts, and records from Drive, email, or other tools
• Custom API Or Third-Party Integrations - Custom integration work beyond the built-in one-click connectors typically ranges $500–$5,000 one-time
• Premium Support - Standard support is included in the subscription. Enterprise-level dedicated support, if available, typically ranges $100–$500/month

Disclaimer: The pricing is subject to change.

BloomDash Integrations

BloomDash integrates with several third-party platforms, including

• Notion software
• Zoom
• Slack software
• YouTube
• Google Calendar

How Does BloomDash Work?

Log in to BloomDash and set up a client portal to manage all clients from one admin dashboard:

• Add your portal name, logo, and brand colors
• Create a new client space for each client, or ask the AI Agent to create one from a single plain-English message
• Upload and organize files for each client in their dedicated portal. Clients access everything through a single login and see only their own space
• Create and send invoices directly from the client's portal. Track what has been sent, seen, and is overdue from the admin dashboard
• Request files back from clients using Asset Requests. Clients upload directly to their portal without email attachments
• Share a project roadmap showing what is in progress, completed, and coming up next
• Send e-signature agreements from within the client portal
• Use the AI Agent to draft client emails, summarize project status, or get answers about your dashboard in plain English

Who Is BloomDash For?

The software works well for several sectors and industries, including:

• Marketing
• Consultancy
• Photography
• SEO
• Interior design

BloomDash Use Cases

Based on our analysis of BloomDash's current capabilities, we identified several scenarios where the platform is a strong fit:

Agencies Replacing Google Drive Links and Email Threads With A Branded Client Experience

Agencies delivering work through Drive folders, email attachments, and WhatsApp messages create a fragmented experience for clients. This makes the agency look less professional than the work they produce. BloomDash consolidates file delivery, project updates, invoices, approvals, and e-signatures into one branded portal under the agency's own identity, giving clients a single login that reflects the agency's brand rather than Google's.

Freelancers Tracking Invoice Status Without A Separate Accounting Tool

Solo freelancers often send invoices via email and have no visibility into whether they have been seen or are overdue until they follow up manually. BloomDash's invoicing feature tracks what has been sent, viewed, and is outstanding from the admin dashboard. In addition, the Core plan includes invoicing for a single client alongside the client portal, without requiring a separate accounting subscription.

Established Studios Needing Full White-Label Delivery Under Their Own Domain

Design studios and established agencies delivering work to enterprise clients need every client touchpoint to reflect their own brand, not a third-party platform's. BloomDash maps a custom domain (e.g., portal.youragency.com), sends email from the agency's domain, and presents a white-label login page, so the underlying software is invisible to clients.

Agencies Needing Compliant E-Signatures Without A Separate Tool

Agencies sending contracts, approval documents, and service agreements to clients typically manage this through a separate e-signature platform, adding another subscription and another login to the client's experience. BloomDash includes verified e-signatures directly in the client portal that are powered by Firma.dev with ESIGN and eIDAS compliance, an audit trail, and a sealed document archive.

Is BloomDash Right For You?

If your agency or freelance practice currently delivers client work through a combination of separate invoicing and communication tools, and needs a single branded environment that clients log into, BloomDash is worth evaluating. The platform is hosted with AES-256 encryption at rest, SSL in transit, row-level tenant isolation, MFA and device management, PCI-compliant billing via Dodo Payments, and GDPR and CCPA compliance including data export and deletion. E-signatures are ESIGN and eIDAS compliant via Firma.dev.

Still not sure about BloomDash? Contact our support team at (661) 384-7070 for further guidance.