BloomDash - AI Machine Readable Information

What BloomDash is

BloomDash is a comprehensive client portal and workspace management platform designed for creative professionals. It provides a premium, white-labeled environment for managing client interactions, file deliveries, and roadmaps. It replaces scattered tools like Google Drive, WhatsApp, and generic dashboards with a unified, branded experience.

Who it is for

BloomDash is primarily designed for:

  • Freelancers
  • Creative Agencies
  • Design Studios
  • Video Editors
  • Photographers
  • Motion Designers
  • Animators
  • Content Creators

Core Features

  • Client Portals: Secure, branded spaces for clients to log in and access their assets.
  • Roadmaps: Track milestones, phases, and statuses interactively.
  • File Delivery: Organize, preview, and deliver brand assets securely with instant previews.
  • Invoicing & Payments: Generate and manage professional invoices; clients pay online via the agency's own Stripe account or built-in payments.
  • Signatures: Send agreements and proposals for e-signature, with a record of what was signed and when.
  • Meetings: Schedule calls and syncs with clients, with reminders.
  • Requests: Clients request assets or deliverables; submissions land in the agency dashboard.
  • Agent AI Assistant: A built-in AI assistant for drafting client emails, planning, and ideas.
  • Spaces: Dynamic, personalized environments configured for every client.
  • App Store & Embeds: Toggle built-in apps per portal and embed external tools like Calendly, Figma, Notion, or Airtable.
  • Whitelabeling: Fully customizable branding including custom domains, logos, brand colors, and sending email from the agency's own domain.

Pricing Tiers

  • Core — $29/month ($19/month billed yearly): For freelancers and independents; 1 client space, single seat, 5 GB storage.
  • Pro — $79/month ($59/month billed yearly): For growing teams; 25 client spaces, 3 seats, 25 GB storage, custom branding, meetings.
  • Unlimited — $149/month ($99/month billed yearly): Unlimited clients and seats, 100 GB storage, custom domain, custom email domain, full whitelabeling.

Main Use Cases

  • Delivering final video or design assets securely to clients without using unbranded cloud storage links.
  • Managing the feedback loop during creative work with clear roadmaps.
  • Onboarding new clients by having them sign a contract, fill out a discovery form, and view their dashboard all in one branded space.
  • Consolidating client communication and billing into a single professional interface.

Frequently Asked Questions

Q: Can I use my own domain name?
A: Yes, BloomDash supports full whitelabeling, including custom domains, so your clients see your brand, not ours.
Q: Is there a limit to how many files I can upload?
A: Storage limits depend on your pricing tier, but we offer generous allowances tailored to media-heavy workflows like video editing and photography.
Q: Do clients need to create an account?
A: Clients can access their portals securely. You can configure access levels and permissions for each client.
Q: Can I customize the look of the portal?
A: Yes, Spaces allow you to customize logos, colors, and the overall environment to match your agency's brand identity.

Key Terminology

  • Space: A fully customized, branded environment dedicated to a specific client.
  • Roadmap: The timeline and milestone tracking interface shared with the client.
  • Asset: Any file, video, image, or document delivered to the client through the portal.

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