Capture the opportunity
Bring an inquiry into a customer record, with contact information, source, and the services they need.
SALES & CUSTOMER OPERATIONSEvery customer has a next step.
Every customer has a next step.
Keep it in view.
Bring the conversation, customer profile, appointments, orders, and commission evidence into the same workflow. Your team can see what happened, who owns it, and what comes next.
Illustrative product views · Northstar Home · Sample dataTry the tabs above ↗
FROM START TO NEXT STEP
From first inquiry to the next conversation.
Coordinate the next step
Assign ownership, schedule the appointment, and retain notes and conversation context as the relationship develops.
Follow through to payment
Track linked orders and milestones. Keep projected earnings, confirmed commission, and recorded payments distinct.
Find Leads across Bloom
Explore discovery and outreach across Bloom.
Email, SMS and physical mail
Explore discovery and outreach across Bloom.
FOLLOW THE WORK, STEP BY STEP
Follow a real workflow.
Choose a use case to see the steps, the outcome, and what you need to get started.
From inquiry to customer
Carry ownership and history through the follow-up.
- 01Capture the inquiry
- 02Review qualification
- 03Assign & schedule
- 04Record the outcome
- 05Continue the customer record
What you leave with
A customer record with a next step and accountable owner.
What you need to start
Connected intake, suitable service configuration, authorized user.
From sale to earnings
Review what supports the number.
- 01Record the sale
- 02Follow order milestones
- 03Review confirmation
- 04Inspect commission status
- 05Review recorded payments
What you leave with
A traceable view of confirmed and paid earnings.
What you need to start
Applicable sales data, compensation terms, verification and payment records.
Workflow illustration · The product views above show the interface.
INSIDE SALES & PIPELINE
A customer record with somewhere to go.
See how the pieces connect. Open a group below for the tools, details, and where to find them.
CUSTOMER RECORD
Keep the context
Jordan LeeWebsite inquiryNew
Interested inHome services
OwnerAlex · Sales team
NEXT STEP
A clear handoff
THU12
Discovery call
10:30 AM
Prepare the conversationInquiry, notes and history together
PIPELINE & PAY
Follow the outcome
AppointmentAssigned to AlexScheduled
OrderContinue after the conversationPending
PaymentRecorded separately—
01Set the context02Prepare the work03Review the next step
01Work the customer pipelineSee the next action and open the evidence behind it.3 tools
Customer Status
Work stage-based groups, search the customer list, and identify qualification, response, appointment, decision, won, or reconnect work. Labels adapt to the business.
Customer StatusCustomer profile
Review contact information, ownership, notes, appointments, linked services, and orders in the customer record.
Customer Status → Customer profileQualification & follow-up
Use captured responses and the current service or offer context to decide the next permitted action. Keep missed connections and urgent work visible.
Customer profile · Site Leads02Understand Pipeline & PayActivity, goals, order milestones, and earnings are different views of the same work.3 tools
Goals & pace
Set a target and time window, then compare progress and elapsed time.
Pipeline & Pay → GoalDeal milestones
Inspect action-needed, preparing, confirmed, completed, and canceled records. Open the order evidence behind a milestone.
Pipeline & Pay → PipelineEarnings evidence
Keep Paid, Confirmed, and Verifying amounts distinct. A completed sale is not automatically a paid commission.
Pipeline & Pay → EarningsSCOPE & AVAILABILITY
Pipeline & Pay has no separate catalog module fee. Build lists it within the applicable Full license. Customer payment state and representative commission state are separate.
PLANS & SCOPE
Start with your team. Add the right seats.
See the starting price, then check the allowances and any extra costs. Your accepted offer confirms the final scope.
Compare all Bloom plans ↗Start hereFind your fit
Part of the Bloom platform$399/month + seats
Shared company base with one owner/admin, plus the applicable Field or Full seats. Field seats: $129/month; Full seats: $199/month.
Direct self-service requires 3–25 Field seats when enabled; Full seats are sales-assisted. Pipeline & Pay uses the applicable Full license with no separate module fee. Usage, add-ons, and custom work are separate.Scope, allowances & extra costs
Open any item for the details.
Shared Platform$399/month+
Company base, with one owner/admin included. Count this base once.
Field seat$129/person/month+
Direct self-service requires 3–25 Field seats when enabled.
Full seat$199/person/month+
Additional managers and non-field roles use Full seats; Full-seat sales are assisted.
Pipeline & PayNo separate module fee+
Use the applicable Full license and agreed service scope.
Platform + both modules$845/month before seats+
Includes Platform, Marketing add-on, and Recruiting add-on. Usage and optional services remain separate.
USD · Catalog and Bloom Build Plans & Services checked October 5, 2026. Your accepted offer governs billing and activation.
THE DETAILS THAT MATTERGood questions.
Good questions.
Clear answers.
Is an unpaid order the same as unpaid commission?+
No. Customer payments and representative earnings are different records. Bloom keeps their status and supporting evidence separate.
Can a customer have more than one service?+
Yes. The profile connects the customer to services and linked opportunities or orders.
Is this a separate product from field sales?+
These are connected platform workflows. The right seat mix depends on which work each person needs to do.
Make the next handoff easier.
Show us the work.
We’ll help connect it.
Walk through your people, processes, and priorities with the Bloom team.