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Basic CRMYour practice at a glance
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Total Clients
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Active Leads
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This Month
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Total Revenue
Lead → Client Conversion
Employees by Status
Calendar Meeting Metrics (duration vs date)
Employee Defaulters
Pending / Clogged Items
Company News & Policy Changes
Recent Activities
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Bring your book across in one import
Import client, lead and vendor data in bulk using CSV, Excel, ODS, or PDF files
Upload Instructions
Supported Formats: CSV (.csv), Excel (.xlsx, .xls), LibreOffice Calc (.ods), and PDF (.pdf)
File Size Limit: Maximum 5MB per file
Important:
- First row must contain column headers
- Use exact column names as specified in the templates below
- All required fields must be populated
- Duplicate entries will be skipped
- Data will be validated before import
Client Data
Use this to: Upload existing client information that you want to convert to this CRM.
Best for: Migrating from another system or adding multiple clients at once.
Required Fields: Name, Email, Phone, Business Type, Industry
Lead Data
Use this to: Upload prospect information for leads that are not yet clients.
Best for: Adding bulk leads from marketing campaigns or databases.
Required Fields: Name, Email, Phone, Lead Status
Vendor Data
Use this to: Upload your vendor and supplier list into the Vendor Dashboard.
Best for: Bringing across a vendor register, with quarterly revenue, KPI and KRI figures.
Required Fields: Name
Upload Client Data
Upload Lead Data
Upload Vendor Data
Field Mapping Reference
Client Data Fields
| Column Name | Description | Type | Required |
|---|---|---|---|
| name | Client full name | Text | |
| Email address | |||
| phone | Primary phone number | Text | |
| businessType | B2B, B2C, Startup, Enterprise | Text | |
| industry | Technology, Finance, Healthcare, Retail, Manufacturing, Other | Text | |
| altPhone | Alternative phone number | Text | |
| address | Residential/primary address | Text | |
| spouseName, childrenNames, beneficiaries | Family information (use semicolon to separate multiple) | Text |
Lead Data Fields
| Column Name | Description | Type | Required |
|---|---|---|---|
| name | Lead name | Text | |
| Email address | |||
| phone | Phone number | Text | |
| leadStatus | New, Qualified, Interested, Negotiating, Converted, Lost | Text | |
| company | Company name | Text | |
| leadSource | Where lead came from (Website, Referral, etc.) | Text | |
| notes | Additional information about the lead | Text |
Vendor Data Fields
| Column Name | Description | Type | Required |
|---|---|---|---|
| name | Vendor name (a vendor already on file under this name is skipped) | Text | |
| category | What the vendor supplies (Logistics, IT Services, etc.) | Text | |
| status | active, inactive or on-hold (defaults to active) | Text | |
| contactName, contactEmail, contactPhone | Who to reach at the vendor | Text | |
| revenueQ1 – revenueQ4 | Revenue this vendor generates, per quarter | Number | |
| performanceQ1 – performanceQ4 | KPI score per quarter (0–100) | Number | |
| riskQ1 – riskQ4 | KRI risk index per quarter (0–100, higher is riskier) | Number | |
| managerEmployeeId | Employee ID (EMP-…) of the employee who will manage this vendor | Text | |
| notes | Additional information about the vendor | Text |
Procurement & Sourcing Integrations Rocket AI+
Connect your procurement / sourcing platforms to Bloo CRM.
A workspace that adapts to your firm
No clients yet. Start by adding a new client!
Every asset and liability, in one balance sheet
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Total Assets
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Total Liabilities
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Net Worth
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Clients Covered
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Every relationship, in a single 360° view
No clients yet. Add clients from Client List tab.
Email, calendar and meetings — connected
Manage all your outreach in one place — email, logged communications, and meetings.
Inbox & compose
Communications
Logged interactions
Meeting Room
Start & review meetings
Email Management
No synced emails yet. Click "Open Full Email Client" for the advanced email interface or click "Connect" on an email provider to get started.
Calendar & Scheduling
No synced events yet. Click "Sync Calendar" to connect your calendar provider or "Open Full Calendar" for the advanced calendar interface.
Compliance-grade governance
Configure your firm location to view applicable compliance standards. Click "Configure Firm" to get started.
Third-Party Integrations
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Capture, score and nurture every prospect
No leads yet.
Every conversation, logged and searchable
No communications logged yet.
Simple, Transparent Pricing
All plans include secure login, MFA, and comprehensive data protection
Payment History
No payments yet.
Move work forward while you sleep
Assigned Tasks
No tasks assigned yet.
No workflow activities yet.
Meeting Room
Open Meetings
No meetings are open right now.
Search Meetings
Recent Meetings
No recent meetings. Start your first meeting now!
Meeting Minutes & Transcript
Minutes, transcript, attendees and agenda appear here as soon as a meeting ends.
Turn portfolio data into your next best action
AI Business Insights — reads your entire CRM
Analyzes clients, leads, meetings, emails, vendors, employees & workflow to recommend conversion and upsell opportunities.
Duplicate Lead Detection & Merge
Grievance & Support
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Open Grievances
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In Progress
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Resolved
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Total
No grievances yet. Click "Add New Complaint" to file one.
Help & Knowledge Base
Need to talk to us?
Our Customer Care team is here to help.
Knowledge Articles — Troubleshooting
Frequently Asked Questions
Run your practice, not just your clients
As the account administrator, create users tied to your account and grant or revoke their access to each section.
Govern every vendor and counterparty
Revenue by Vendor — per Quarter (from Blue Astra Technologies)
Q1
Q2
Q3
Q4
Vendor Performance (KPI) & Risk (KRI) Index
Vendors
Vendor Documents
Vendor Management Integrations Rocket AI+
Connect your vendor management / VMS platforms to Bloo CRM.
Your firm's knowledge, instantly searchable
Ask the Knowledge Assistant
Natural-language questions answered from the knowledge repository, with citations.
Search Articles
Win mandates faster — RFI / RFQ / RFP
What goes into an RFI
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AI Template Generator
Saved RFIs & Documents
Proposal Task Assignment TEST MODE · open on every plan
Hand a single proposal — or a cluster of related proposals — to an employee, then track it through to completion.
Proposal & RFP Web-Service Integrations ROCKET AI+
Plug a proposal or RFP service in once, then work with it from here.
Build a campaign from keywords
Claude groups your keywords by search intent, writes compliant responsive search ads, and returns negatives, sitelinks, bidding and the conversions worth tracking — grounded in your own client and lead history. Export it straight to Google Ads Editor.
Saved campaigns
Every campaign is saved as a draft. Exported rows are set to Paused, so importing one never starts spend on its own.
Turn a conversation into a brochure
Pick a lead. Claude reads every recorded touch — logged communications, mailbox threads matched on their address, meeting notes — writes a brochure for that specific person, renders it to PDF, and emails the pack to the employee who owns their client relationship.
Select a lead to see what we have on record.
Generated brochures
Conversation health
Counts and ageing are computed on the server, so this view is accurate whether or not Claude is configured. Ask Claude when you want the interpretation — which relationships are genuinely at risk, and what to do about each one.
Claude's read and next actions
Run the analysis above to see patterns and a prioritised action list.
Employee Dashboard
Sections
Employees
Records & PII
Leave
Apply & approvals
Policies
Create & publish
Performance
Goals, reviews, KPIs
Onboarding
New-hire checklist
Approvals
Expense, travel, hiring…
HR & Project Management Integrations Rocket AI+
Connect your HR & project tools to Bloo CRM.
Employee Information
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Total Employees
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Active
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On Leave
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Departments
No employees yet. Click "Add Employee" to add one.
Company Policies
No policies yet. Click "Create Policy" to add one.
Leave Applications
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Pending Approval
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Approved
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Rejected
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Delegated to Backup
No leave applications yet. Click "Apply for Leave" to file one.
Performance Management
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Goals & KPIs
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Reviews
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Feedback
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Total Records
No performance records yet. Click "Add Record".
Onboarding
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In Progress
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Completed
0
Total New Hires
No onboarding in progress. Click "Start Onboarding".
Approvals
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Pending
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Approved
0
Rejected
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Delegated
No approval requests yet. Click "New Request".