Bloomgard CRM overview
What Bloomgard CRM is, who it is for, and everything it can do.
Bloomgard CRM is a quotation-led sales workspace for B2B teams. It turns incoming client email into quotations, keeps every conversation attached to the right quote, drafts replies with AI (always for a human to approve), and chases quiet leads so nothing goes cold.
It is multi-tenant: each company gets its own isolated workspace with its own users, catalogue (Master Data), email addresses, AI behaviour and quote template.
Capabilities at a glance
| Area | What you can do |
|---|---|
| Quotes | Build quotations from a configurable form, fill line items from your catalogue, move them through a status pipeline, export a PDF, and email it to the client. |
| Master Data | Maintain your product catalogue in an Excel-style grid, import it from Excel, and link columns parent → child (code → name → unit → rate) so one choice fills the rest. |
| Inbox | Receive client email (via forwarding), read, search, star, reply and compose. Every message is filed against the right quote. |
| AI actions | One click summarises an enquiry, extracts a draft quote, and writes a reply grounded in your catalogue. Replies are drafts; nothing is auto-sent. |
| Follow-ups | See quotes that have gone quiet, scored Hot / Warm / Cold, with AI-suggested follow-up emails waiting for approval. Optional autonomous follow-up agents. |
| Lead generation | Turn inbound enquiries from people you do not know yet into leads, then into quotes. |
| Dashboard & Bloomgard AI | Pipeline analytics, AI-built charts from a sentence, and a chat assistant that reads your pipeline, inbox and catalogue. |
| Settings | Profile, users and roles, field configurator, email addresses, personalisation, AI behaviour, quote template. |
| Platform admin | Provision workspaces, toggle features per workspace, and meter usage for billing. |
How the pieces fit
Client email ──► inbound address ──► Inbox ──► matched to a Quote ──► AI draft (for review)
│ │
└─► Generate AI Actions ──► Quote └─► you review ► send
Quote ──► PDF ──► email to client ──► client replies ──► back into the Inbox