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Choose the plan that fits your firm

Same pricing as our in-app Pricing & Payments page — billed per user. Yearly is charged as 10 months. Pick a plan and continue securely to checkout.

Get started with Bloo CRM

Plans & pricing

Start on any plan and upgrade anytime as your practice grows.

BASIC

$10/mo
or $100 / year
  • Spreadsheet & document uploads
  • Client & lead management
  • Basic workflow & financial goals
  • Email & calendar integration
  • Manual compliance tracking
  • MFA & secure login
Recommended

SWIFT AI+

$99/mo
or $990 / year
  • All BASIC features
  • 3rd-party financial analysis APIs
  • Automatic email routing
  • AI-suggested messages & emails
  • Compliance tracking
  • Vendor & employee dashboards + integrations
  • Proposals & AI-led sales pitch
Most Popular

ROCKET AI+

$199/mo
or $1990 / year
  • All SWIFT AI+ features
  • Unlimited AI capabilities
  • Proposal & sourcing integrations
  • AI Knowledge Repository
  • Meeting recording & transcripts
  • Retention, cross-sell & upsell
  • Priority support

Tell us about your firm

Optional — share a few details and we'll tailor onboarding, then continue to payment.