Your CRM, built marketing-first.
Every lead arrives knowing where it came from, then books and pays on the same record.
One stop, one brain
Every channel in. One record through.
We run the marketing that brings people in, and the CRM, calendar and payments that look after them.
Every way in
Social posts
AI answers
Google search, your siteOne record
Source, answers, stage and money, together.
Stored on Supabase
Pipeline
New, Working, Booked, Won
Bookings
Your Google Calendar, Meet link
Payments
Invoices on your own Stripe
Follow-up
Email from the lead, in your voice
The Won stage goes back to Meta, so your ads learn.
One record instead of eight logins
- A form builderYour site's capture funnels
- A CRM to set upLeads, set up for you
- A booking appBookings on Google Calendar
- An invoicing toolInvoices on your own Stripe
- An email toolEmail from the lead, your domain
- A spreadsheet of ad resultsSigned leads per campaign
- A call tracking add-onMissed-call text-back, once set up
- A store reporting appThe Store tab for Shopify
What you do from it
Know them. Book them. Get paid.
Their answers, their source, and who owes the call.
Open a lead and see the page they landed on, every answer they gave and where they came from. Change the stage, set the follow-up, and write back in your own voice from your own domain.
Custom-built, done for you
Built around how you sell.
Your forms, your questions, your booking rules. Built by our team, run by you.
myBloomCRM, built marketing-first
- Calendar
- Sheets
- Meta Ads
- Stripe
Set up for Example Renovations Co.
What our team builds before your first lead
- Your forms and the questions you ask
- Quiz scoring that marks a lead qualified
- Booking fields and an optional deposit
- Alerts by email, WhatsApp and in the app
- Sending from your own domain
- Your Google Sheet copy
- Stages synced to Meta
Every question you ask becomes a field on the lead, on its own.
Where you get it
Included. Nothing extra to buy.
- CRM with the source on every lead, alerts and the call owed queueEvery product
- Bookings on your Google Calendar, booked from the leadEvery product
- Invoices and pay links on your own StripeEvery product
- In-depth capture funnels: multi-step quote funnels, booking requests, popoversWebsite + SEOAI search (AEO)Funnels + payments
- Online checkout, deposits, subscriptions and membershipsFunnels + payments
- Email journeys and campaigns on the same recordFunnels + paymentsAny Shopify store
- Stages sent to Meta, signed leads per campaignPaid ads
- AI answer visits tied to your AI search reportAI search (AEO)
Rank captures the lead. Funnels runs the money.
Every product fills the same CRM: Funnels + payments starts the record right, Paid ads is judged by the leads that signed, and AI search (AEO) tags the buyers ChatGPT sends. Online store? Shopify store management.
FAQ
Your CRM, answered.
Included. Every myBloom product comes with your CRM, bookings on your Google Calendar, and invoices and pay links on your own Stripe. Online checkout, deposits, subscriptions and memberships come with Funnels + payments. There is no separate CRM fee, and plans run a 3-month minimum, then month to month.
We build the website, capture funnels, ads and posts that bring your leads in, so each lead arrives already tagged with where it came from: Google search, a Google or Meta ad, your Google profile, an email, an Instagram or Facebook visit, or an AI answer like ChatGPT. You also see the page they landed on and every answer they gave before you call.
It is custom-built around your business by our team: your forms and the questions you ask, quiz scoring, booking fields and deposits, your alerts, your follow-up emails and your sending domain. Every question you ask shows up on the lead as its own field. The stages stay one simple model in plain words (New, Working, Booked, Won, Not interested), so there is no blank CRM for you to design.
Yes. AI answer engines such as ChatGPT and Perplexity are their own source. When a visitor accepts analytics cookies, a later enquiry is still tied back to the AI answer that sent them.
For Meta, yes. When you move a lead to booked or won, that stage is sent to Meta, so your ads aim for people like the leads who turned out well. Your ad report also counts qualified and signed leads per campaign from your own records.
Yes. Bookings from your site, and ones you make from a lead, go onto your Google Calendar with a Meet link and an invite to your customer, and your own calendar shows in the same agenda. Customers ask for a time and you confirm it.
Our team. We connect your calendar, Stripe and ad accounts, build your forms and capture funnels, and turn on your alerts. You can draft a new funnel yourself and we set it live.
Through your own Stripe account, so the money goes straight to you. Send invoices with a pay link from the lead, or mark one paid for cash or e-transfer. With Funnels + payments you can also take deposits, sell memberships and check out on your site.
You get new-lead alerts on WhatsApp and email with tap to call, and you write back by email from the lead in your own voice. If we set up a phone line for you, a missed call gets a text back in your words.
You write back from the lead with an AI draft in your voice, sent from your own domain, with opens and clicks tracked. Email journeys and campaigns run on the same contact record with Funnels + payments, or with any connected Shopify store.
Yes. Your leads and bookings copy to your own Google Sheet, and you can export a CSV at any time.
Yes. Connect Shopify and your store opens in the same console, with orders, revenue by ad and the store funnel, while your shoppers join the same contact records. See Shopify store management.