5 Best Bloom Alternatives for Task and Client Management

If you’ve used Bloom for a while, you’ve likely run into some problems. Perhaps the calendar isn’t syncing properly. Maybe an invoice disappears when you need it most. Tasks can feel hard to manage, and the branding never entirely feels like your own.

With that in mind, we’ve tested the top alternatives that offer more features than complications. So, you’ll get a clear breakdown of what they solve, where they stand out, and who they’re best suited for.

Quick list of 5 Bloom Competitors 

Here’s a quick peek at solid alternative picks based on different needs —

1. Agency Handy: Best for agencies needing white-label client portals, granular task control, and automated invoicing.
2. Dubsado: Ideal for solopreneurs who want polished client workflows, automated contracts, and flexible payment plans.
3. Plutio: Good for freelancers wanting all-in-one workspaces with proposals, time tracking, and Kanban views.
4. SmartSuite: Best for teams that need drag-and-drop project boards, Gantt charts, and custom CRM pipelines.
5. Copilot: Ideal for brands prioritizing sleek client portals, secure messaging, and embedded e-signatures.

Reasons to Consider Bloom Alternatives

Bloom’s technical issues and workflow limitations create daily frustrations. Here are the major reasons why you should switch to an alternative.

Inadequate Task and Project Management

When your projects grow, Bloom just can’t keep up. You can’t break complex work into smaller steps, assign clear priorities, or track progress in a way that actually helps your team. 

Constant Technical Issues

Bloom’s buggy performance creates constant workflow disruptions that agencies can’t afford. When Google Calendar won’t sync, you risk double-booking a client or missing an important meeting. 

Emailed invoices sometimes vanish, forcing you to chase payments and explain delays that aren’t your fault. And if you try to work on an iPad, you’re stuck with a clunky phone view that freezes when you need it most. 

Poor Lead Management

If sales drive your business, Bloom makes things harder than they need to be. You can’t filter leads well enough to separate serious clients from casual browsers. There’s no clear pipeline to move prospects through, so deals can easily slip from your hands.

Limited Branding and Customization

Your brand should stand out, but Bloom limits your options. The gallery themes, forms, emails, and client portals feel stiff and generic, leaving little room to reflect your style. Even the templates are rigid.

Best 5 Bloom Alternatives: Quick Comparison Table

Here’s a quick comparison of the five top alternatives to Bloom, highlighting their core features and trial options.

Top 5 Alternatives to Bloom for Efficient Client Management

While shortlisting, we looked for the essentials: a solid CRM, simple task and time tracking, reliable invoicing, and fair pricing. After digging in, we narrowed it down to the five that actually deliver.

1. Agency Handy

Agency Handy is the best Bloom alternative for its deeper branding, project management, time tracking, and payments under one roof. You can drop in your logo, set your colors, and connect a custom domain so your workspace feels like it’s truly yours. 

When projects begin, built-in time tracking lets you log active hours with a timer or add entries manually. Alongside that, task management with a Kanban board gives you a clear view of progress.

And when payments come in, you have choices: Stripe, PayPal, Crypto, or even manual banking. Invoices run on autopilot, taxes and subscriptions adjust as needed, and cash flow feels steady

You won’t lose track of clients either. The CRM follows every lead from the first hello to a signed proposal. 

Key Features of Agency Handy

Agency Handy solves many of Bloom’s gaps with its well-rounded features. 

CRM

With Agency Handy’s CRM, you can follow every lead from the first message to becoming a paying client. All the details, including conversations, proposals, invoices, and even support tickets, are stored in one profile.

Task Management

Projects are easier to handle when you break them into small steps that Bloom lacks. You can create task lists, set deadlines, and assign priorities without confusion.

A built-in Kanban board shows progress at a glance. This keeps you and your team on track without relying on extra tools.

Team Collaboration

You can keep communication and files in one shared space. Clients review tasks, leave comments, and share feedback directly on files. At the same time, your team works on shared lists without jumping between apps. Collaboration feels smoother and less messy.

Invoice and Subscriptions

Agency Handy creates invoices automatically from client orders. And besides that, you can send one-time or recurring bills, add discounts, and include taxes in multiple currencies.

Payments are flexible, too. Connect PayPal, Stripe, Wise, ACH, or even accept crypto. Clients pay the way that suits them best, and you get paid on time.

Users and Permissions

Not everyone on your team should see everything. Agency Handy gives you role-based permissions for safe and flexible access. You can protect sensitive data while keeping workflows smooth. This balance keeps productivity high without risking security.

Time Tracking

Agency Handy provides comprehensive time logging with both real-time timers and manual entry options. You can track work across tasks and generate detailed timesheets. 

Other features of Agency Handy —

• Multipackage Service Catalog
• Intake and Order Forms
• Embeds
• Coupons and Add-Ons
• Portfolio
• Workspace Settings
• Custom Domain
• Sign-in Portal
• Email Customization

Best Use Cases of Agency Handy

Agency Handy is ideal for service-based teams that require recurring billing, task tracking, and client collaboration in one platform.

• Marketing Agencies: Manage retainer clients with recurring billing, branded portals, and clear task assignments per campaign.
• Web Design Studios: Break down large projects into phases, track revisions, and collect structured client input using intake forms.
• Subscription-Based Services: Automate monthly invoices, apply tax rules by region, and monitor client payment activity from one dashboard.
• Freelancers and Consultants: Bill clients on a recurring basis, log time manually or with a timer, and share files with feedback tools.
• Content Creators and Agencies: Offer tiered service packages, upsell with add-ons, and centralize client approvals and files.
• Design and Branding Professionals: Display work via portfolio, send contracts with signatures, and accept payments in multiple currencies.
• Virtual Assistants: Manage tasks by client, log hours, and create bundled service catalogs with clear billing terms.

Pros of Agency Handy

• White-label branding for portals, emails, and invoices
• Automated recurring invoices with multi-currency support
• Integrated CRM with structured lead-to-client pipeline
• Real-time collaboration with file sharing and comments
• Role-based permissions to secure client and team data
• Visual Kanban boards for clear task management

Agency Handy Pricing

Whether you’re a freelancer, a growing agency, or a larger team, Agency Handy comes with packages built to fit your needs.

1. Freelancer: $19/month (billed monthly) or $13/month (billed yearly). 
2. Team Starter: $99/month (billed monthly) or $66/month (billed yearly).
3. Business Pro (Most Popular): $199/month (billed monthly) or $133/month (billed yearly). 

Most importantly, annual subscriptions give you 4 months free compared to monthly billing.

What Users Say About Agency Handy?

Rating on Product Hunt: 5 out of 5

“Super clean product! Not cluttered with any unnecessary features. The user experience is amazing!” – Raihan Mahmood

Rating on G2: 4.9 out of 5

“Here are few ares that I like most

1. User Friendly

2. Easy to Manage

3. Customer Support 10/10

4. Supper Affordable“ – Rasel A.

Rating on AppSumo: 4.5 out of 5

“Agency Handy has all the features I was looking for. Invoice, Couponcodes, Portal, Webhooks.” – Cyber_Lawyer

Why Should You Choose Agecny Handy over Bloom?

Here’s a quick comparison of why Agency Handy should be your go-to over Bloom —

2. Dubsado

Dubsado excels Bloom with its powerful workflow automations. It lets small business owners run multiple workflows simultaneously and trigger actions automatically. 

Beyond contracts and invoices, it simplifies client onboarding with branded proposals, flexible payment plans, and built-in scheduling. 

However, some find the setup complex, as Reddit user Mission_Bet_2028 noted, “The setup can be a little intense, but once you get it set up, it’s easy to use and a HUGE time saver.” 

Compared to SmartSuite, Dubsado excels in client-facing automation. Meanwhile, SmartSuite is better for broad team project management and internal workflow tracking. 

Key features of Dubsado

Here are the key features of Dubsado —

• Lead Capture & Proposals: Design professional forms and proposals that instantly kick off workflows to ensure new client projects are organized.
• Client Portals: Offer clients a centralized hub where they can review invoices, contracts, forms, and project updates.
• Contracts: Draft and send e-signature contracts pre-filled with client details, providing secure and compliant agreements that protect both parties.
• Invoicing and Payments: Generate branded invoices with options for autopay, ACH, or tipping, while automated reminders help maintain steady cash flow.
• Custom Forms: Build personalized questionnaires, surveys, or welcome packets that trigger actions or workflows, keeping client data structured and actionable.
• Project and Task Management: Monitor project stages and automate to-do lists to stay on top of deliverables without switching between tools.
• Automations: Use workflows to automatically update statuses, send emails, or create tasks as clients progress through your pipeline.
• Client Experience Tools: Present a polished client journey with professional forms, frictionless e-signatures, and simplified billing in one system.

Dubsado Pros

• Fully customizable forms support consistent branding
• Clients can access docs and updates anytime
• Automated payment plans improve revenue predictability
• Reusable templates cut admin time
• Workflows reduce busywork with smart automation

Dubsado Cons

• Lacks detailed permissions for assistants or teams
• Collaboration features are limited for larger teams

Dubsado Pricing

Dubsado offers flexible pricing plans to support solo professionals and growing service-based businesses.

1. Starter: $20/month or $200/year 
2. Premier: $40/month or $400/year

You can start free and upgrade anytime, with two months of savings when billed annually.

What Users Say About Dubsado?

Rating on G2: 4.3 out of 5

“I really love the workflow feature best because it makes it easy to outline the work that needs to get done and have an internal and external timeline.” – Dr. Omotola t.

Rating on Capterra: 4.2 out of 5

“The way Dubsado merges the proposal, contract, and invoice is really seamless. “ – Yelle B.

Is Dubsado Better than Bloom? 

Dubsado is generally a better choice if you need to trigger tasks, emails, and project updates automatically. Bloom can work for creative professionals or small teams who mainly need simple invoicing and basic project tracking.

3. Plutio

If Bloom feels too rigid or scattered, Plutio might be the better fit for your workflow. It combines task tracking, time logging, proposals, and client portals into one customizable platform. 

You can manage everything from branded proposals to real-time collaboration without juggling multiple tools. One downside is its limited built-in automation, “No internal triggers or actions, mostly reliant on Zapier,” says Preston on Trustpilot.

If you compare Plutio against Copilot, Plutio excels by offering timeline views, recurring tasks, and built-in time tracking. Copilot differs by focusing more on the client’s experience, like a branded portal, email-based messaging, etc.

Key Features of Plutio

Plutio brings all your business tools into one customizable workspace —

• Project and Task Management: Create tasks with subtasks, set deadlines, and visualize progress in list, calendar, Kanban, or timeline views.
• Recurring Tasks and Reminders: Automate repetitive work with recurring tasks, actionable dates, and instant reminders to keep projects on track.
• Real-Time Collaboration: Discuss projects via comments, messages, and mentions, keeping communication connected to the work without switching apps.
• Customizable Client Portals: Build branded, interactive dashboards where clients can view progress, approve documents, sign contracts, and track billable hours.
• Dynamic Proposals and Contracts: Generate professional proposals with drag-and-drop editing, dynamic content, e-signatures, and auto project or invoice creation.
• Integrated Time Tracking: Track billable hours across devices, log time manually, and convert tracked hours directly into invoices.
• Smart File Management: Organize project, team, and workspace files securely with previews, approvals, comments, and folder-based categorization.
• Automation and Integrations: Connect workflows with Zapier, Make, or API integrations to simplify processes without relying solely on manual work.

Pros of Plutio

• Highly customizable dashboards and client-facing portals
• Integrated time tracking with automated invoicing
• Supports recurring tasks and multiple project views
• Centralizes communication with comments and real-time discussions
• Offers branded proposals with e-signature and deposits

Cons of Plutio

• Occasional glitches and interface learning curve
• Missing advanced task and data synchronization features

Plutio Pricing

Plutio offers simple, flexible pricing for solopreneurs, teams, and agencies.

1. Solo: $19/month
2. Studio: $39/month
3. Agency: $99/month

All plans support a free trial with full access without needing a credit card.

What Users Say About Plutio?

Rating on Trustpilot: 3.7 out of 5

“Versatile platforma with excellent customization and service integration capabilities.” – Daniel Santos

Is Plutio Better than Bloom?

Plutio generally outperforms Bloom for agencies needing strong task and time management. Bloom, however, works for those wanting simpler galleries and client-facing sites without complex project requirements.

4. SmartSuite

For small agencies seeking a flexible alternative to Bloom, SmartSuite delivers a unified space for managing projects and client tasks. 

We like that owners can assign tasks, comment directly on records, and monitor progress in real time. One Reddit user, Workflow-Wizard, noted, “It’s solid for project management, but automation could be stronger.”

Plutio, relative to SmartSuit, excels at managing client-facing tasks with customizable portals, proposals, and integrated time tracking. Whereas SmartSuite suits agencies that prioritize structured project oversight.

Key Features of SmartSuite

Here are the features of SmartSuite that can simplify workflows and reduce inefficiencies.

• Task and Project Management: Manage projects with drag-and-drop boards, Gantt charts, timelines, and dashboards to track every task.
• CRM Capabilities: Build client pipelines, track leads, and automate follow-ups with flexible records and fields for customizable sales workflows.
• Customizable Workflows: Tailor workflows with 40+ field types, checklists, and automation triggers to match complex business processes without extra tools.
• Integrated Collaboration Tools: Collaborate directly in records with comments, @mentions, and file sharing to remove endless email threads.
• Advanced Reporting and Analytics: Generate detailed dashboards to visualize task progress, revenue trends, and workload insights for smarter, data-driven decisions.
• Time Tracking and Reporting: Track time manually or automatically, link entries to tasks, and generate reports for billing, accountability, and workload balancing.
• Workflow Automation: Automate repetitive tasks like status updates, notifications, and email triggers to reduce manual effort.

Pros of SmartSuite

• Easy-to-use interface with minimal learning curve
• Highly customizable workflows and flexible solutions
• Powerful automation reduces repetitive manual work
• Excellent customer support and fast response times
• Real-time collaboration with comments and @mentions

Cons of SmartSuite

• Mobile app has occasional bugs and limitations

SmartSuite Pricing

SmartSuite offers flexible pricing designed to grow with your team. 

1. Free: $0
2. Team: $15/month or $12/month billed annually
3. Professional: $34/month or $30/month billed annually
4. Enterprise: $50/month or $45/month billed annually
5. Signature Plan: Custom pricing

All plans start with a free 14-day trial, no credit card required.

What Users Say About SmartSuite?

Rating on G2: 4.9 out of 5

“Few months ago i found smartsuite. It’s easy easy to use, a lot of parts are self explained.” – Hendra Rusly H.

Is SmartSuite Better than Bloom?

SmartSuite is the better pick if you need stronger project and task management. Its drag-and-drop boards, Gantt charts, and flexible workflows give you far more control than Bloom’s limited tracking tools.

Bloom may still work well for solo creatives who mostly need basic invoicing and a simple visual portfolio.

5. Copilot

Copilot makes invoicing, messaging, and contract signing feel seamless inside a sleek, branded portal your clients will actually enjoy. It centralizes everything from forms, files, to signatures into one modern interface. 

Matthew F. shared, “It’s saved us time, reduced client confusion, and made our operations feel far more professional.” Some users mention a learning curve when setting up automations or custom branding. 

While Dubsado excels in automating complex workflows, Copilot is better suited for agencies that want to give a branded client experience with deeper customization.

Key Features of Copilot

Designed to overcome limitations like Bloom’s buggy scheduling, weak task management, and limited branding, Copilot offers —

• Messaging App: Manage secure client conversations via portal or email, with company, client, and group channels.
• Tasks App: Create and assign tasks or subtasks with kanban and list views.
• Invoices & Payments: Generate branded invoices, accept multiple payment methods, and automate reminders.
• Files App: Share and organize files or folders securely, control client permissions, and mass-share files
• Contracts and eSignatures: Create, send, and track branded e-signature contracts with audit trails.
• Automations and Workflows: Automate tasks, invoicing, and client actions with no-code workflows or APIs.
• Integrations and Embeds: Connect tools like QuickBooks, PowerBI, and ClickUp to sync data and centralize client experiences efficiently.
• Security and Compliance: Keep sensitive client data safe with enterprise-grade security, SOC2, and HIPAA compliance.

Pros of Copilot

• Easy onboarding with intuitive, clean client portal
• Strong customer support with fast, helpful responses
• Automates invoicing and payment reminders efficiently
• Supports client tagging and dynamic app visibility
• Professional branding improves client trust and perception

Cons of Copilot

• Limited contract customization and proposal building options

Copilot Pricing

From startups to scaling agencies, there’s a package built to fit.

1. Starter: $59/month or $39/month billed annually 
2. Professional: $189/month or $149/month billed annually
3. Advanced: $499/month or $399/month billed annually 
4. Enterprise: Custom pricing 

It offers you to try any plan for free for 14 days. And yes, they won’t ask for a credit card.

What Users Say About Copilot?

Rating on G2: 4.8 out of 5

“The ability to track and manage client communication, deliverables (file storage and links) as well as the ability to create custom apps that have dynamic visbillity by client tags.“ – Renee C.

Rating on Capterra: 4.9 out of 5 

“Copilot is convenient and helps keep me organized. It’s a well thought out program and aligns with the goals for my clients.” – Mallory D.

Is Copilot Better than Bloom?

Copilot outshines Bloom with its polished, branded client portal that centralizes messaging, files, contracts, and invoicing in one place. On the other hand, Bloom is ideal for those who want a simple, low-commitment setup with minimal client portal needs.

So, What is the Best Bloom Alternative?

If you’re ready to move past Bloom’s bugs and gaps, Agency Handy is the upgrade you’ve been looking for. 

Its structured CRM pipeline turns scattered leads into a clear, trackable sales process. Meanwhile, its white-label branding makes every email, invoice, and portal feel like an extension of your agency. 

Also, the Kanban boards keep tasks visible, so projects move without the usual scrambling. You’ll appreciate the straightforward dashboard, transparent pricing, and built-in tools like automated invoicing and real-time collaboration. 

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Key Features to Look For in a Bloom alternative

Your ideal alternative should pull client management, tasks, and billing into one place so you’re not jumping between disconnected apps. Here’s what to watch for —

Structured CRM

You need a CRM that guides your leads step by step, from first inquiry to signed client. It should let you see exactly where every deal stands, keep full client histories, and flag the opportunities worth your attention instead of leaving you guessing.

Granular Task Management

If you’ve ever lost track of deadlines, you’ll love detailed task breakdowns with subtasks, due dates, and dependencies. Combine that with Kanban boards, list views, or timelines, and your projects finally feel organized. Plus, built-in comments and file sharing mean you won’t chase updates in Slack or email.

Automated Invoicing

Stop creating invoices manually. A smarter tool can generate them from your tasks or time logs, handle recurring billing, and even manage multiple currencies and tax rules for you. It should also allow you to connect to Stripe or PayPal and set up automatic reminders, so you actually get paid on time.

File Sharing and Feedback

The right alternative should allow your clients to open a file, leave a comment or approval, and move on. It should also come with version history and role-based access, so you never have to worry about someone editing the wrong draft.

Client Portals and Branding

Make your clients feel like they’re in your world, not someone else’s app. A solid alternative gives you a white-label portal with your logo, custom domain, and personalized emails, so every touchpoint feels professional.

Time Tracking and Reporting

If you bill for your time, you need a tool that logs hours in real-time or manually and turns them into invoices automatically. Add dashboards showing productivity and overdue tasks, and you’ll always know where your projects stand.

Conclusion

When you’re searching for a Bloom alternative, the goal is simple: find a tool that fills the gaps without weighing you down. Bloom struggles with things like task tracking, flexible billing, and client collaboration, features your agency can’t overlook.

That’s where Agency Handy makes life easier. It brings billing, CRM, client, collaboration, and white-label options to keep your brand front and center. 

Pair that with Kanban task boards and built-in time tracking, and you’ve got one platform to stay organized and grow steadily.

FAQs

Which Bloom alternative is best for growing businesses?

If your business is growing, Agency Handy is a great choice. It comes with features, like role-based permissions and team collaboration tools. While other tools like SmartSuite also cater to growing businesses, Agency Handy’s focus on agency-specific needs might make it more suitable.

How do Agency Handy and SmartSuite compare to Bloom in terms of task management?

Agency Handy offers Kanban boards & real-time collaboration for agencies, while SmartSuite provides Gantt charts & automation for complex projects. Bloom suits freelancers with basic task tracking but lacks advanced features.

Which Bloom alternative is best for automating workflows?

For automating your work, Dubsado is the leader with its comprehensive workflow automation. Meanwhile, Agency Handy offers practical automation features that are easy to set up and use. It includes automated invoicing, payment reminders, and task assignments.