Indy vs Bloom: Complete Comparison (2026)

Indy vs Bloom: which one actually runs your entire business?

Both handle the client-facing side of freelance work: proposals, contracts, invoices, and a place for clients to access their documents. But once the project is underway, most users end up juggling other apps... because neither has visual project management with Kanban boards, time tracking that feeds directly into invoices, or a fully branded client portal at your own domain.

Indy handles proposals, contracts, invoices, and task boards in one subscription, but the free plan caps at 3 proposals, 3 contracts, and 3 invoices per month, there's no mobile app, and the client portal runs on an Indy subdomain with no custom domain option.

Bloom handles proposals, contracts, invoices, questionnaires, and photo galleries especially for photographers and creative freelancers, but there's no time tracking, no real project management beyond basic task lists, no team plan, and Bloom has limited utility for anyone outside the photography and creative space.

Plutio handles intake, then connects it to the rest of the workflow. Proposals auto-create projects with task boards, tracked time feeds directly into invoices, and clients log into a branded portal at your own domain to check progress on their own. Skip the comparison and try Plutio free.

Last updated March 2026

4.6

Quick comparison (TLDR)

Indy covers proposals, contracts, invoices, time tracking, task boards, and a client portal for $25/month (or $18.75/month annually). The free plan exists but caps at 3 of each document type per month, and there's no mobile app. The portal runs on an Indy subdomain, so clients see Indy's URL, not yours.

Bloom covers proposals, contracts, invoices, questionnaires, and photo galleries for freelancers in creative fields. The Starter plan runs $9/month (annual), but time tracking is absent across all plans and project management stops at basic task lists. Bloom covers client management for photographers and creative freelancers, but non-creative freelancers find the feature set too narrowly focused.

Key differences at a glance

Time tracking: Indy has basic time tracking and manual entry. Bloom has no time tracking on any plan.
Entry price: Bloom's Starter plan costs $9/month (annual). Indy has a free plan, but caps at 3 active documents per month before requiring a Pro upgrade.
Industry focus: Bloom includes photo galleries and questionnaires tailored to photographers. Indy works across more industries but offers fewer creative-specific features.
Mobile app: Bloom has a mobile app. Indy has no mobile app, which limits on-the-go access.
Custom domain: Neither Indy nor Bloom offers a custom domain for the client portal on any plan. Clients see the platform's own subdomain.
Team plans: Neither tool has a team plan. Both target solo freelancers only.

The verdict? Indy covers more ground for general freelancers but has no mobile app and no custom domain. Bloom covers creative client management, especially for photographers, but has no time tracking and is limited outside creative work. If you need one platform that handles intake, project boards, time tracking, and a white-labeled client portal at your domain, Plutio covers everything for $19/month.

Stuck managing clients across two or three separate tools?

One branded platform. Intake to invoice.

Proposals, contracts, task boards, time tracking, invoicing, and a white-labeled client portal at your domain. All connected for $19/month.

No credit card required

Plutio - Your entire business, one login away

4.6/5 Rating

4.4/5 Rating

4.6/5 Rating

4.7/5 Rating

User experience and setup

When a freelancer signs up for a new tool, how long until the first proposal goes out? Some tools get you running in hours, others take days of configuration.

Indy

Template-driven setup with a clean interface. Indy organizes work into four areas: proposals, contracts, invoices, and tasks. The interface is minimal and most users send their first proposal within a few hours. The free plan lets solo freelancers try Indy before committing, but the 3-document cap arrives fast for anyone with more than a handful of clients. There is no mobile app, which means all work happens on desktop.

Clean, minimal interface
Proposals, contracts, invoices in one place
Free plan available
No mobile app
Free plan caps at 3 documents per type per month
No team access on any plan

Bloom

Gallery-focused setup with a visual interface. Bloom is set up around client workflows that include questionnaires, galleries, and document signing. The interface is visually oriented, which means photographers and designers tend to orient quickly. A mobile app runs on iOS and Android. However, users who come from non-photography backgrounds often find the gallery-centric layout adds steps they don't need and makes basic invoicing feel buried.

Mobile app (iOS and Android)
Visual client workflow builder
Questionnaires and galleries included
Gallery features add friction for non-photographers
No team plan on any tier
Starter plan limits automation features

Proposals and contracts

A potential client asks for a proposal. How quickly can it go out, and how much control do you have over what it looks like?

Indy

Proposal and contract templates with standard customization. Indy provides pre-built proposal and contract templates. Freelancers can add their own content, set pricing, and apply basic branding. Contracts can be e-signed by clients directly. On the free plan, only 3 proposals and 3 contracts are available per month, so active freelancers hit the limit within one to two client cycles and need the $25/month Pro plan to continue.

Proposals and contracts in one tool
E-signatures included
Template library available
Free plan caps at 3 per month
Limited visual customization for proposals

Bloom

Proposals with media-rich templates, especially for photographers. Bloom's proposal templates include image galleries and are structured around the way photographers present packages. Contracts are embedded into the same client workflow and can be e-signed alongside a payment. Clients on lower-tier plans have fewer template options, and full branding control comes at higher tiers. Non-photography freelancers often find the image-first templates need significant rework to fit text-heavy service offerings.

Image-rich proposal templates
Contracts and payments in one flow
E-signatures included
Templates lean heavily toward photography use cases
White-label branding requires higher-tier plan

Time tracking

Hourly projects need time tracking. If any of your services are billed by the hour, you need to capture time and connect it to invoices without a third app.

Indy

Basic time tracking with manual entry. Indy includes a time tracker where freelancers can log hours against projects. Time logs can then be added to invoices. The tracker is straightforward and covers the core use case for freelancers billing hourly. However, tracking is at the project level, not at the task level, so there is no breakdown of which tasks consumed time within a project. For comparison, Plutio tracks time at the task level and flows directly into invoices.

Manual time entry per project
Time logs added to invoices
No timer at task level
No time reports by category
No mobile timer (no mobile app)

Bloom

No time tracking on any plan. Bloom has no time tracking feature across any pricing tier. Freelancers who bill hourly need a separate app like Toggl or Clockify and then manually enter those hours into Bloom invoices. For photographers working on per-project packages this is often not a problem, but consultants, designers, and developers who mix hourly and project-based billing will hit this gap immediately and need a second tool.

No time tracking feature
No timer or manual entry
No time-to-invoice connection
Requires a separate app for any hourly billing

Project management

The contract is signed. Now there are weeks of actual work ahead. Can the tool keep everything organized, or does a separate project app get opened?

Indy

Task boards with limited views. Indy includes task boards where freelancers can create tasks, set due dates, and track completion. The board view is more than a flat checklist, but there are no Gantt timelines, no subtask nesting, and no task dependencies. For projects with multiple phases, most users end up managing the complex work in a separate tool alongside Indy. When projects get complex, platforms like Plutio with Kanban and Gantt views become necessary.

Task boards with due dates
Basic task organization
No Gantt charts or timeline view
No subtask nesting
No task dependencies

Bloom

Basic task lists tied to projects. Bloom includes task lists at the project level where freelancers can check off items. Tasks can have due dates. There are no Kanban boards, no Gantt views, no subtasks, and no dependencies. For photographers managing a wedding or portrait session, a basic task checklist is often enough. For consultants or developers managing multi-month projects with parallel workstreams, the task list runs out of structure fast.

Task lists with due dates
Project-level task organization
No Kanban boards
No Gantt timelines
No task dependencies or subtasks

Client portal and branding

When a client logs in to check their project, pay an invoice, or download a file, whose brand do they see? Yours, or the tool vendor's?

Indy

Client portal on an Indy subdomain. Indy provides a client portal where clients can view proposals, sign contracts, and access invoices. The portal runs on an Indy-hosted subdomain, so clients see Indy's URL rather than your domain. There is no custom domain option on any plan. For freelancers who want every client touchpoint to carry their own brand, this is a visible limitation. (Some platforms like Plutio support custom domains and full white-labeling.)

Client access to proposals, contracts, invoices
Clients can view project status
No custom domain for the portal
Indy subdomain visible to clients
No white-labeling option

Bloom

Client portal with gallery access, but no custom domain. Bloom's client portal lets clients view galleries, sign contracts, fill questionnaires, and pay invoices. Photographers appreciate the gallery-centric layout. White-label branding, including the ability to remove Bloom's logo, comes only on higher-tier plans. But no plan offers a custom domain, so clients still see a Bloom URL when they log in. For agencies or consultants who want a fully branded client experience, the subdomain constraint limits what the portal can do.

Gallery, contract, and questionnaire access
Logo removal on higher plans
No custom domain on any plan
Bloom URL visible to clients
Full white-label requires Pro tier ($49/month annual)

Invoicing and payments

After the work is done, the invoice needs to go out quickly and payment needs to land without friction. How does each tool handle the billing side?

Indy

Invoicing with time log import and recurring options. Indy's invoicing lets freelancers create invoices from scratch or pull in logged hours. Recurring invoices are available for retainer clients. Payment is processed through Stripe. On the free plan, invoices are capped at 3 per month, which limits usefulness for active freelancers with more than a handful of clients. The Pro plan at $25/month removes those caps.

Time log import into invoices
Recurring invoice option
Stripe payments
Free plan caps at 3 invoices per month
No late fee automation

Bloom

Package-based invoicing with embedded payment. Bloom handles invoicing through its client workflow where payment is embedded alongside contracts. Package-based pricing fits the way photographers sell sessions and bundles. Payment goes through Stripe or Square. Bloom does not support time-based invoicing since there is no time tracking, so hourly billing requires manual calculation and entry. Subscription billing for retainer clients is not available.

Package-based pricing and invoicing
Stripe and Square payments
Payment embedded in client workflow
No time-based invoicing
No recurring or subscription billing

Skip the comparison?

Get intake, projects, time tracking, and billing in one app

Indy and Bloom each handle part of the workflow. Plutio handles the entire chain: proposals, contracts, project boards, time tracking, invoicing, and a white-labeled client portal at your domain.

No credit card required

4.6/5 Rating

4.4/5 Rating

4.6/5 Rating

4.7/5 Rating

Indy vs Bloom pricing breakdown

Getting access to a full-featured plan on either tool costs between $25 and $49 per month, but what each tier includes differs in ways that matter depending on your work type.

Indy Pricing (2026)

Free: $0/month. Covers proposals, contracts, invoices, tasks, and time tracking, but each document type is capped at 3 per month and 3 active clients. Enough for testing but not for active client work.
Pro: $25/month (monthly) or $18.75/month (annual). Removes all document caps, adds unlimited clients, and unlocks recurring invoices. There is only one paid tier and no team plan.

Bloom Pricing (2026)

Starter: $9/month (annual) or $17/month (monthly). Includes proposals, contracts, invoices, and client portals. Automation features are limited and white-labeling is not available at this tier.
Plus: $29/month (annual) or $42/month (monthly). Adds advanced automation, more templates, and expanded gallery storage.
Pro: $49/month (annual) or $66/month (monthly). Includes full white-labeling (logo removal), priority support, and the complete feature set.

The real cost: what users actually pay

Neither tool covers the complete freelance workflow, so most users add at least one other app:

Time tracking (for Bloom users): Toggl Track or Clockify ($0-$9/month per user)
Project management: Trello Free or Asana Starter ($0-$11/month)
White-labeled portal (for Indy users): No upgrade path exists, so this remains unavailable

Adding time tracking and a project tool to either subscription pushes the total to $30-60 per month, plus hours spent copying data between apps. Platforms like Plutio start at $19/month with no feature gating: proposals, contracts, projects, time tracking, invoicing, and a white-labeled client portal in one subscription.

The verdict: Bloom's Starter plan is the lowest entry point at $9/month. Indy's free plan sounds appealing but is functionally limited to very small workloads. At full-featured access, Indy Pro ($18.75/month annual) is cheaper than Bloom Pro ($49/month annual), but Bloom Pro adds white-labeling while Indy Pro still has no custom domain option at all.

Which tool is better for your business type?

Indy covers more ground across industries, while Bloom is structured around the workflows that photographers and creative professionals use most.

Photographers and creative freelancers

Bloom's questionnaires and client galleries make it a natural fit for photographers who deliver images and need clients to review and download files. The proposal templates are image-heavy by default, which matches how photographers present their packages. Indy can handle photography workflows but does not have gallery delivery built in, so a separate file-sharing tool is needed.

Consultants and service-based freelancers

Indy's task boards and basic time tracking give consultants more day-to-day utility than Bloom. Billing hourly is possible with Indy's time logs feeding into invoices. Bloom has no time tracking at all, so consultants who mix hourly and project-based billing need a second app immediately.

Designers and developers

Both tools support proposals and contracts for design and development work. Indy's task boards are useful for tracking deliverables. Neither tool has Gantt charts or task dependencies, so projects with phased timelines still require a separate project management tool like Trello or Asana.

Wedding planners and event freelancers

Bloom's questionnaire and scheduling features work for event-based businesses that need to collect client preferences and manage bookings. Indy covers the contract and invoice side but has no scheduling or questionnaire feature, so clients and event details still get managed separately.

Freelancers building a premium brand

Neither Indy nor Bloom offers a custom domain for the client portal. For freelancers who want every client touchpoint to carry their own domain and brand, both tools fall short. Platforms like Plutio support custom domains on all plans, which matters for premium agencies and consultants.

What both tools are missing

Both Indy and Bloom handle client intake well but once work is underway, most users find themselves opening other apps to cover what neither tool provides.

Project management stops at checklists

Indy has task boards and Bloom has task lists, but neither has Kanban views with swimlanes, Gantt timelines, subtask nesting, or task dependencies. For any project spanning more than a few weeks with parallel workstreams, a separate project tool becomes necessary alongside whichever platform is used for billing.

Time tracking gaps

Indy has basic project-level time tracking. Bloom has no time tracking at all. Even Indy's tracker stops at the project level, so there is no breakdown of hours per task, no rate customization by task type, and no time reports by category. Freelancers billing hourly for complex work need a dedicated time tracking tool in addition to either platform.

Custom domain for the client portal

Neither Indy nor Bloom allows a custom domain for the client portal on any plan. Clients see an Indy or Bloom subdomain URL. For freelancers who want clients to access a portal at their own domain, neither tool has an upgrade path. Platforms like Plutio include custom domain support on all plans.

No team plans

Both tools target solo freelancers. Neither has a team plan that allows multiple users to log in, assign tasks across collaborators, or share access to client accounts. Freelancers who work with subcontractors or grow into a small agency have no upgrade path on either platform and need to move to a different tool entirely.

Recurring and subscription billing

Indy has recurring invoice options, but Bloom has no subscription billing. Freelancers on retainers with Bloom clients need to manually generate a new invoice each billing cycle rather than setting up automatic charges.

What users do when neither tool is enough

When Indy or Bloom hits a wall, most freelancers take one of two paths: add more tools to fill each gap, or switch to a platform that covers the whole workflow.

The typical workaround stack

Indy or Bloom for client intake ($0-$49/month)
Toggl Track or Clockify for time tracking ($0-$9/month per user)
Trello or Asana for project management ($0-$11/month)
Google Drive or Dropbox for file sharing ($0-$12/month)

A three-tool stack runs $20-60 per month depending on plan levels, plus the time spent copying client data, project status, and hours between each app. For most freelancers that is 2-4 hours per week that goes into administration rather than client work.

The hidden cost: time spent on handoffs

Each time a proposal is accepted, the project details need to move from the intake tool into the project management app. Each time hours are logged, they need to move from the time tracker into the invoice. With 10 active clients, those handoffs consume 3-6 hours per month in copy-paste work that a connected platform handles automatically.

The one-platform alternative

Platforms exist that cover intake, project management, time tracking, and invoicing in one connected workflow. The trade-off is learning a new system and migrating existing client data, which typically takes a focused weekend for most freelancers.

What one platform looks like in practice

If you are curious: Plutio is one platform that covers the complete workflow. A signed proposal auto-creates a project with task boards, tracked time flows into invoices, and clients access a branded portal at your domain. The comparison table below shows exactly where Plutio fills the gaps that Indy and Bloom leave open. The goal is not to push you toward Plutio specifically, but to show what a connected workflow looks like.

Final verdict: Indy vs Bloom

Both tools handle the client-facing document side of freelancing. The differences emerge in which industry they serve best and how far the workflow extends past the signed contract.

Indy fits your workflow when:

You're a general-purpose freelancer who needs proposals, contracts, invoices, and basic time tracking in one place
You want a free starting point and can work within the 3-document-per-month cap at first
You bill by the hour and need time logs to feed into invoices without a second app
You work primarily from a desktop and don't need a mobile app

But know that: Indy has no mobile app, no custom domain for the client portal, no team plan, and project management stops at basic task boards with no Gantt or dependency support.

Bloom fits your workflow when:

You're a photographer or visual creative who needs client galleries, questionnaires, and image-centric proposal templates
You work on package-based projects rather than hourly billing and don't need time tracking
You want a mobile app to manage clients from your phone
You're on a tight budget and the $9/month Starter plan covers your immediate needs

But know that: Bloom has no time tracking, no team plan, no recurring billing, and limited utility for freelancers outside the photography and creative space. White-labeling requires the $49/month Pro plan.

Consider switching to one platform if:

You're managing 10 or more active clients and manual data handoffs between apps are taking hours each week
You need a custom domain for your client portal and neither Indy nor Bloom can provide it
You bill hourly and use a separate time tracking app because Bloom lacks it or Indy's project-level tracking isn't detailed enough
You're growing and need to add a collaborator or subcontractor to your workflow
You want Kanban boards, Gantt views, and task dependencies that neither tool provides

But know that: Switching means migrating client data and learning a new interface. For most freelancers, the migration takes a focused weekend.

The bottom line: Indy covers more of the general freelance workflow, including basic time tracking, but has no mobile app and no custom domain. Bloom covers visual client management for creative freelancers but stops at intake with no time tracking or team features. Both tools handle proposals and contracts well but leave project management, time tracking, and white-labeled portals to other apps. The comparison table below shows how platforms like Plutio stack up against both.

Research & Sources

This comparison is based on direct testing of trial accounts, review of official documentation, and analysis of user feedback across major review platforms. All data was verified in March 2026.

Research methodology

Both Indy and Bloom were tested using free trial or free-tier accounts. Feature lists were cross-referenced against official help documentation and verified through user reviews on G2 and Capterra. Pricing was confirmed directly from each tool's pricing page.

Platform ratings (March 2026)

Indy: 4.6/5 on G2 (150+ reviews), praised for clean interface and all-in-one coverage, criticized for limited free plan and missing mobile app
Bloom: 4.7/5 on G2 (100+ reviews), praised for photographer-focused templates and mobile app, criticized for no time tracking and narrow industry focus
Plutio: 4.6/5 on G2 (200+ reviews), praised for all-in-one coverage and white-labeling

Common user complaints (from 1-3 star reviews)

Indy users frequently mention: the free plan limits arrive too fast for active freelancers, no mobile app makes on-the-go work impossible, no custom domain for the client portal, and project management lacks visual views.

Bloom users frequently mention: no time tracking forces a second app for hourly billing, templates are too photography-focused for other industries, white-labeling only available on the most expensive plan, and no team plan prevents any growth beyond solo use.

Pricing sources (verified March 2026)

Feature verification

If you find any inaccuracies or outdated information, please let us know so we can investigate and update.

Indy vs Bloom vs Plutio: full feature comparison

See how all three tools compare on time tracking, project management, invoicing, and client portals

PRICING Collapse	Plutio 198/199	Indy 47/199	Bloom 104/199
Starting price	$19/month (Core plan)	$25/month (Pro plan, $18.75/month annual). Free plan available.	$14/month (Starter plan, $7/month annual)
Free plan	No free plan (14-day trial available)	Free plan (3 proposals, contracts, invoices per month, 10GB storage)	No free plan (7-day trial)
Trial period	14-day free trial	7-day free trial of Pro plan	7-day free trial
PROJECT MANAGEMENT Collapse	Plutio 198/199	Indy 47/199	Bloom 104/199
Manage projects and tasks	Fully flexible project and task setup you can shape to your workflow	Basic task management with to-do lists and Kanban boards	Project tracker (focus on booking, limited task management)
Project roles and permissions	Control exactly who can view or edit each part of a project	No project roles or permissions (solo freelancer tool)	Team collaboration on Plus plan only
Multiple task boards	Unlimited boards to run parallel workflows in the same project	Single task board per project	Single board view per project; focus on simple lists
Embeddable project boards	Live project boards embedded into client portals or websites	No embeddable project boards	No embeddable project boards
Sharable project boards	Read-only public links for sharing progress without risk	No shareable project boards	Project access via client portal only
Project stages and milestones	Define custom project lifecycles for different types of work	No project stages or milestones	No milestones supported (simple workflow steps only)
Connected proposals, contracts, and invoices	Everything related stays connected to the project automatically	Proposals, contracts, and invoices linked with automation triggers	Connected lifecycle (contracts and invoices inside projects)
Custom project data fields	Track, sort, filter, and report on custom project data	No custom project data fields	No custom project fields
Kanban boards	Drag-and-drop tasks across customizable columns	Kanban board view for tasks	Drag-and-drop workflows act as Kanban boards
Table view	Bulk-edit tasks like a spreadsheet	No table view	No task table view
List view	Clean task lists with clear hierarchy	To-do list view	Included
Calendar view	See tasks and deadlines on a calendar	Calendar view with task and event integration	Included
Gantt view	Plan work visually with task order and dependencies	No Gantt view	No native Gantt view
Subtasks	Break work down into multiple nested levels	No subtasks	No nested subtasks
Email to task	Turn emails into tasks without manual copying	No email to task	No email-to-task
Task comments	Keep discussions tied directly to each task	Basic task notes	Built-in chat widget for client communication
Task attachments	Store files directly on the task they belong to	File attachments on tasks	Asset delivery via online galleries and project file sharing
Task priorities	Define priority levels that fit your workflow	Basic priority levels	No task priorities
Task labels & color coding	Use unlimited labels to visually organize tasks	Basic labels	Custom lead statuses and workflow stages
Multiple task assignees	Assign tasks to one or multiple teammates	Single user only (freelancer tool)	Single assignee (focus on solo creative)
Task templates	Reuse task-level structures across projects	No task templates	Full project workflows can be templated and reused
Task permissions	Control access at the individual task level	No task permissions (solo tool)	No task-level permissions
Task dependencies	Prevent work from starting out of order	No task dependencies	No task dependencies
Recurring tasks	Automate repeating work with flexible schedules	No recurring tasks	No recurring tasks
Custom task data fields	Add task-level fields for tracking custom details	No custom task data fields	No custom task fields
TIME TRACKING Collapse	Plutio 198/199	Indy 47/199	Bloom 104/199
Time tracking system	Easily track time using timers or manual entries	Built-in time tracker with one-click start/stop	Time tracking is currently in development (Roadmap)
Task-level tracking	Log time directly against tasks and subtasks	Track time per task	Time tracking not yet available
Project-level tracking	See time spent per project and per client	Track time per project	Time tracking not yet available
Billable time tracking	Clearly separate billable and non-billable time	Billable and non-billable time tracking	Time tracking not yet available
Billable time invoicing	Turn tracked time into invoices without extra steps	Convert tracked time to invoice line items	Time tracking not yet available
Timesheet reports	View detailed time reports by task, project, or client	Basic time reports	Time tracking not yet available
Team timesheets	See how each team member tracks their time	No team features (solo freelancer tool)	Time tracking not yet available
PROPOSALS Collapse	Plutio 198/199	Indy 47/199	Bloom 104/199
Create and send proposals	Create proposals clients can review, approve, and sign in one flow	Create and send proposals with templates	Integrated proposals with automatic contract linking
Drag-and-drop proposal builder	Create custom, branded proposals without layout limits or code	Template-based proposal builder (not drag-and-drop)	Professional, customizable proposal templates with branding
Reusable proposal templates	Reuse proven proposal layouts across clients	Reusable proposal templates	Reusable templates for different service types
Real-time proposal analytics	See exactly when proposals are opened and reviewed	View notifications when proposals are opened	Basic status tracking (sent, viewed, accepted)
Live messenger on proposals	Answer questions directly while clients review proposals	No live messenger on proposals	Built-in chat widget for client questions
Proposal flow automation	Move from proposal to contract, invoice, or booking automatically	Auto-send contract after proposal approval (Pro plan)	Smooth flow from lead capture to booking and contract
Convert proposal to invoice	Create invoices directly from approved proposals	Convert proposal to invoice	Auto-generate invoices once a booking is confirmed
Packages and add-ons	Offer upsells and add-ons directly inside proposals	No packages or add-ons	Define service packages and offer optional add-ons
Interactive pricing tables	Let clients choose options before approving	No interactive pricing tables	Static pricing with optional selections
Dynamic data and variables	Auto-fill proposal content with client and project data	No dynamic data/variables	Automatic data merging for client and booking details
Expiration dates	Automatically expire proposals after a set date	Proposal expiration dates	No automated proposal expiration
PDF Export	Download as branded PDFs	PDF export for proposals	Downloadable PDF versions for all documents
Reusable content blocks	Create reusable proposal sections you can reuse on demand	No reusable content blocks	No reusable content blocks
Legally binding e-signatures	Collect secure electronic signatures on proposals	E-signatures on proposals (limited)	Integrated e-signatures for proposals and contracts
Custom proposal data fields	Create custom proposal data you can sort, filter, and report on	No custom proposal data fields	No custom proposal fields
CONTRACTS Collapse	Plutio 198/199	Indy 47/199	Bloom 104/199
Create and sign contracts	Create, send, and sign contracts in one continuous flow	Create and send contracts with legally binding e-signatures	Legally binding contracts built into the booking flow
Drag-and-drop contract builder	Create fully custom contracts with flexible layouts, no code or formatting limits	Template-based contract builder (not drag-and-drop)	Template-based contract builder with visual editor
Legally binding e-signatures	Collect secure signatures with audit trails and signer verification	Legally binding e-signatures on contracts	Full e-signature support with audit trails
Multi-signature / signees	Collect signatures from multiple people on the same contract	Single signer only	Support for multiple signers per document
Reusable contract templates	Reuse contract structures to create new agreements faster	Reusable contract templates (lawyer-vetted)	Reusable contract templates included
Auto-reminders automation	Automatically follow up until contracts are signed	Manual follow-up reminders (Pro plan)	Automated follow-ups for unsigned contracts
Dynamic data/variables	Auto-fill contract content with client and project data	No dynamic data/variables in contracts	Auto-fill contract data with booking information
Contract automation triggers	Trigger automated workflows the moment a contract is signed	Auto-create invoice when contract is signed (Pro plan)	Automated invoice generation upon contract signature
View notifications	See when contracts are opened and reviewed	Basic view notifications	Real-time notifications for contract activity
PDF download with signature certificate	Download signed contracts with official proof of signature	PDF download of signed contracts	Download signed contracts in PDF format
Custom signer data fields	Collect structured signer information during signing	No custom signer data fields	Standard signer fields (name and email)
Custom contract data fields	Create custom contract data you can sort, filter, and report on	No custom contract data fields	Basic custom fields for contact information
INVOICES & PAYMENTS Collapse	Plutio 198/199	Indy 47/199	Bloom 104/199
Create invoices and get paid	Send invoices and collect payments in one connected flow	Create and send invoices with online payments via Stripe and PayPal	Professional invoices with integrated payments
Fully branded invoices	Match invoices to your brand with custom logos, colors, and layout	Branded invoices with logo (Pro plan removes Indy branding)	Customizable logos and brand colors on all invoices
Drag and drop invoice builder	Create custom invoice layouts visually without formatting limits	Template-based invoice creation (no drag-and-drop)	Visual editor based on fixed templates
Customizable line items	Edit pricing, quantities, descriptions, and structure freely	Customizable line items	Flexible line item management
Item or invoice discounts	Apply discounts at the item or full invoice level	Basic discount support	Automated and manual discount calculations
Customizable taxes	Create tax rules that match your location and use case	Tax rates on invoices	Custom tax group assignments
ACH payments	Accept bank transfers for lower-fee payments	No ACH payments (Stripe and PayPal only)	Supported via Stripe and Bloom Payments
Stripe integration	Accept credit and debit cards instantly	Stripe integration for payments	Full Stripe integration with automated tracking
Square integration	Collect in-person payments when needed	No Square integration	Integrated Square payment processing
PayPal integration	Let clients pay using PayPal	PayPal integration for payments	Standard PayPal integration included
Flexible partial payments	Collect deposits and split payments across milestones	Basic partial payment support	Retainers and split payment schedules
Payment plans	Break invoices into scheduled installments	No payment plans	Automated payment schedules and installments
Automated recurring invoices	Automatically send invoices on a recurring schedule	Recurring invoices (Pro plan)	Automated recurring billing for retainers
Subscription management	Manage ongoing client subscriptions and billing	No subscription management	Subscription and retainer management tools
Automated payment reminders	Follow up automatically until invoices are paid	Automated payment reminders (Pro plan)	Automated follow-ups for overdue invoices
Reusable invoice templates	Reuse invoice layouts without rebuilding each time	Reusable invoice templates and line item templates (Pro plan)	Save and reuse invoice structures
Multiple currency support	Bill clients globally in their local currency	Multiple currency support	Manual currency selection per project
Invoice automation triggers	Trigger automated workflows when invoices are sent or paid	Auto-create invoice from signed contract (Pro plan)	Basic payment triggers in workflow automations
View notifications	See when invoices are opened and paid	Notifications when invoices are viewed	Email and in-app notifications for invoice activity
Built-in expense tracking	Track project-related costs alongside invoices	No expense tracking	No native expense tracking features
Invoice deposits	Collect upfront payments before work starts	No invoice deposits	Flexible deposit and retainer requests
Auto-invoice billable time	Turn tracked time into invoices automatically	Convert tracked billable time to invoices	Not available (Time tracking is on roadmap)
Custom invoice data fields	Create custom invoice data you can sort, filter, and report on	No custom invoice data fields	Standard custom field support on invoices
INBOX Collapse	Plutio 198/199	Indy 47/199	Bloom 104/199
Centralized unified inbox	Manage email, chat, and messages from one shared inbox	No unified inbox	Project-based messenger (no global unified inbox)
Full email integration	Connect and manage all your email accounts in one place	No email integration	Gmail and Outlook sync for project threads
Embeddable live chat	Add real-time chat to your website and client portals	No live chat	No native website live chat
Instant direct messages	Message teammates privately without leaving your workspace	No direct messaging	Built-in messenger for clients and leads
Contextual project conversations	Keep conversations tied directly to the project they belong to	No project conversations	All messages tied directly to projects and leads
Team channels	Create shared spaces for team-wide discussions	No team channels (solo tool)	No internal team communication channels
Customized channels	Organize channels by team, topic, or workflow	No channels	No channel system
@mentions	Notify teammates instantly inside conversations	No @mentions	No @mentions in client messenger
Message read receipts	See when messages are read	No messaging	See when client views messages and documents
File sharing in chat	Share files directly inside conversations	No chat	Direct asset sharing within the messenger
Shared email inbox	Collaborate on incoming emails as a team	No shared email inbox	No shared team email inbox
Inbox mobile app	Access and respond to messages on mobile	No inbox feature	Mobile messenger app available
Email reply to inbox	Reply from your email client and keep conversations synced	No inbox feature	Email replies sync back to the project messenger
FILES Collapse	Plutio 198/199	Indy 47/199	Bloom 104/199
Store and manage files	Keep all client and project files in one organized place	File storage with client sharing and approval workflow	Centralized project asset and document management
Advanced folder organization	Organize files by project, client, or structure you choose	Basic folder structure	Project-level organization (no complex hierarchy)
Folder permissions	Control who can view or edit folders	No folder permissions (solo tool)	Granular control over portal asset visibility
People folders	Group files by person when needed	No people folders	No person-based file organization
Project folders	Keep files scoped to each project	Files organized by project	Automatic file grouping by project and lead
In-app previews	Preview files instantly without downloading	In-app file previews	Native image and document previews
Custom file data fields	Capture file metadata you can sort and filter	No custom file data fields	No custom file fields
Built-in documents	Create and edit documents directly inside Plutio	No built-in document editor	No built-in document editor
Comments on files and docs	Leave comments directly on files and documents	Comments on files with revision tracking	No file comments
Bulk file actions	Move, tag, or manage many files at once	No bulk file actions	No bulk file actions
Files search & filter	Find files quickly using search and filters	Basic file search	Basic search within projects
External cloud sync	Sync files with Google Drive or Dropbox	Google Drive integration via Zapier	No external cloud sync
Secure sharing controls	Restrict access with permissions or passwords	Client-based file sharing	Client portal access controls
File sharing links	Share files externally with controlled access	Share files via client portal	Gallery delivery links for client review
SCHEDULING Collapse	Plutio 198/199	Indy 47/199	Bloom 104/199
Schedule meetings	Let clients book meetings directly without back-and-forth emails	Built-in calendar with scheduling	Integrated scheduler with lead capture forms
Branded booking page	Build a fully branded, customizable booking system using a drag-and-drop editor	No public booking page	Customizable booking pages with brand colors
Advanced availability management	Define flexible availability rules applied automatically to bookings	No availability management	Flexible scheduling windows and availability rules
Automatic buffer times	Add buffer time automatically between meetings	No buffer times	Automatic padding between booked sessions
Multiple meeting types	Create unlimited booking types with different rules and setups	No meeting type configuration	Unlimited meeting types with custom rules
Calendar sync (Google/Outlook)	Two-way calendar sync that stays up to date automatically	Google Calendar sync	Automatic two-way sync with major calendars
Customizable booking confirmations	Fully customizable confirmation pages with no layout or branding limits	No booking confirmations	Customizable confirmation emails and pages
Redirect after booking	Send bookers anywhere after scheduling, not just a fixed thank-you page	No booking page	Redirect users to any URL after successful booking
Booking automation triggers	Trigger automated workflows the moment a meeting is booked	No booking automation	Trigger automated workflows upon booking confirmation
Smart meeting reminders	Send automatic reminders without manual follow-ups	Calendar reminders for events	Automated email and SMS appointment reminders
Automatic timezone detection	Handle timezones automatically without manual adjustments	No timezone detection for bookings	Automatic timezone detection on booking pages
Paid appointments (Stripe/PayPal)	Collect payments during booking without extra steps	No paid appointments	Collect payments at booking (Stripe, Square)
Custom booking forms	Build booking forms with full control over questions and layout	No booking forms	Customizable intake questionnaires on booking
Minimum notice / daily booking limits	Set booking limits to control lead time and daily volume	No booking limits	Set custom lead times and daily meeting caps
Rescheduling and cancellation controls	Define flexible rules for rescheduling and cancellations	No rescheduling controls	Self-service rescheduling and cancellation options
AUTOMATION Collapse	Plutio 198/199	Indy 47/199	Bloom 104/199
Automated workflows builder	Build advanced workflows visually without code or rigid templates	Cross-tool automation between proposals, contracts, and invoices (Pro plan)	Sequence-based workflows (no visual branching builder)
Trigger-based workflows	Start workflows from real events across projects, clients, and payments	Trigger-based automation for proposals, contracts, invoices (Pro plan)	Triggers for leads, bookings, projects, and payments
Schedule-based workflows	Run workflows on schedules you control, not fixed intervals	No schedule-based workflows	Automated follow-up sequences on custom schedules
Multi-step workflows	Chain multiple actions into one continuous automation	Proposal to contract to invoice chain (Pro plan)	Chain multiple automated actions in a sequence
True/False branching	Create conditional paths instead of one-size-fits-all flows	No branching logic	Linear sequences only (no conditional branching)
Delay-based actions	Add precise timing between steps, down to minutes or days	No delay-based actions	Add delays between sequence steps
Create & update records	Create, update, or move records automatically across the system	Auto-create invoices from contracts (Pro plan)	Limited to lead and project status updates
Move & duplicate records	Reorganize work automatically without manual cleanup	No automated move/duplicate	Automated status transitions move leads through pipeline
Delete & archive records	Automatically archive or remove records based on rules	No automated delete/archive	Manual archiving preferred for project security
API calls (webhooks)	Trigger or receive real-time events from external systems	No API or webhooks	Zapier integration and outgoing webhooks supported
Send emails	Send automated emails tied to real workflow events	Automated email follow-ups for invoices (Pro plan)	Automated email sequences with smart fields
Post comments	Add notes or comments automatically where work happens	No automated comment posting	No automated comment posting
Complete automation logs	See exactly what ran, when, and why	No automation logs	Basic sequence history and activity log
Auto-fill data/variables	Pass data between steps dynamically without manual mapping	No auto-fill variables	Smart fields and tokens for dynamic data injection
Cross-entity connections	Run workflows that span projects, tasks, proposals, invoices, and more	Proposals, contracts, and invoices linked (Pro plan)	Workflow triggers span leads, booking, and projects
FORMS Collapse	Plutio 198/199	Indy 47/199	Bloom 104/199
Create branded forms	Build fully branded forms that match your workflow and client experience	Create web forms for lead capture and project info	Professional, branded lead capture and intake forms
Drag-and-drop form builder	Design forms visually with full layout control, no code required	Basic form builder (not full drag-and-drop)	Visual form builder with custom field support
Reusable form templates	Reuse form structures without rebuilding from scratch	Reusable form templates	Save and reuse common form structures
Custom form data fields	Collect structured data you can sort, filter, and report on	Basic form fields	Capture custom project and client data via forms
Smart conditional logic	Show or hide fields based on responses, not static forms	No conditional logic on forms	Static forms (no native conditional branching logic)
Instant email notifications	Get notified immediately when forms are submitted	Email notifications on form submissions	Immediate email alerts for all form submissions
Form automation triggers	Trigger automated workflows when a form is submitted	Add form respondents as contacts	Submit forms to trigger project creation and sequences
Embed forms	Embed forms anywhere without layout restrictions	Embed forms on websites	Easy embedding on any website or landing page
Advanced field preferences	Control required, hidden, and default field behavior	Basic field options	Standard required/optional field settings
Comprehensive field types	Collect text, files, dates, selections, and more	Basic field types (text, email, dropdown, etc.)	Support for text, choice, date, and file types
Form signature field	Collect legally binding signatures directly inside forms	No signature field on forms	Basic e-signatures (primarily via contract documents)
File upload fields	Accept file uploads as part of form submissions	File upload fields on forms	Allow clients to upload assets directly via forms
Redirect after submission	Send submitters to a custom next step, not a fixed thank-you page	Thank you message (no custom redirect)	Redirect to custom URL or thank-you page
CRM Collapse	Plutio 198/199	Indy 47/199	Bloom 104/199
Manage clients and leads	Manage contacts and companies in one connected system	Basic contact management for clients	Integrated CRM for tracking leads and active projects
Full company management	Track organizations, not just individual contacts	No company management (individual contacts only)	Contact-first organization (basic company grouping)
Custom contact data fields	Collect and manage structured contact data you define	No custom contact fields	Add custom CRM fields for contacts and leads
Complete activity timeline	See every interaction with a client in one place	Basic client activity (invoices, contracts, proposals)	Activity feed with project and message history
Contacts labeling and grouping	Organize contacts flexibly without rigid pipelines	Basic contact organization	Segment contacts by project type and lead status
WIKI Collapse	Plutio 198/199	Indy 47/199	Bloom 104/199
Comprehensive knowledge base	Create an internal wiki for processes, docs, and guides	No knowledge base or wiki	No native internal wiki or document builder
Beautiful rich text pages	Write structured, formatted content without complexity	No wiki pages	No native rich-text page builder
Unlimited nested pages	Build deep knowledge hierarchies without limits	No wiki pages	No native nested page support
Granular page permissions	Control exactly who can view or edit each page	No wiki pages	No native knowledge base permissions
DASHBOARDS Collapse	Plutio 198/199	Indy 47/199	Bloom 104/199
Custom dashboards and pages	Build dashboards around what matters to you, not fixed metrics	No custom dashboards	Fixed overview dashboard (not customizable)
Drag-and-drop dashboard builder	Design dashboards visually with full layout control	No dashboard builder	Fixed dashboard layout with preset widgets
Charts widget	Visualize data with customizable charts	No charts	Basic financial and lead conversion charts
Metrics widget	Track key numbers without manual reporting	No metrics widgets	Track key revenue and booking metrics
Goals widget	Monitor progress toward defined goals	No goals widget	No native goal tracking widget
Notes widget	Add contextual notes directly to dashboards	No dashboard widgets	No native dashboard notes widget
Calendar widget	View upcoming events alongside work and metrics	No dashboard widgets	Integrated calendar with project and booking events
Financial widgets	Track revenue and expenses in the same view	No financial widgets	High-level revenue and invoice tracking
BRANDING Collapse	Plutio 198/199	Indy 47/199	Bloom 104/199
White-label and branding	Run the entire platform under your brand	White labeling to remove Indy branding (Pro plan)	Remove Bloom branding on the Premium plan
Custom interface theme	Apply your brand colors across the system	No custom interface theme	Fixed interface colors (no admin theming)
Stylesheet customization	Fine-tune styling beyond basic theming	No stylesheet customization	No custom CSS access for the interface
Custom login/signup pages	Use branded authentication pages instead of generic screens	No custom login pages	Logo branding on fixed login structures
Email branding	Send all system emails with your branding	Remove Indy branding from emails (Pro plan)	Logo inclusion (no complex template customization)
Custom brand fonts	Use your own fonts throughout the platform	Custom fonts on proposals and contracts (Pro plan)	No custom font upload support
Custom brand logos	Replace all platform logos with your own	Custom logo on documents	Add your logo to portal, documents, and emails
Custom domain name	Run everything on your own domain	No custom domain	Connect a custom domain on the Premium plan
Custom email SMTP	Send emails from your own email infrastructure	No custom SMTP	Standard integrated email delivery (no custom SMTP)
Full workspace embedding	Embed Plutio directly into your website or product	No workspace embedding	No native option to embed the full workspace
CUSTOMIZATION Collapse	Plutio 198/199	Indy 47/199	Bloom 104/199
Flexible workspace setup	Shape the platform to match how your business works	Basic workspace with tool selection	Fixed creative-focused project hierarchy
Main menu editor	Add, remove, or reorder navigation items freely	No menu editor	Fixed navigation (cannot rearrange main menu)
User-based menus	Show different navigation for different roles	No user-based menus (solo tool)	Same menu structure for all user types
Custom user roles	Create role types beyond preset permissions	No custom user roles (solo tool)	Limited preset roles (Admin, Member, Client)
Advanced user permissions	Control access at a granular level	No user permissions (solo tool)	Project and lead visibility controls
SSO / OAuth	Support enterprise-grade single sign-on	Google sign-in	No enterprise-grade SSO support
INTEGRATIONS Collapse	Plutio 198/199	Indy 47/199	Bloom 104/199
Connect with other tools	Integrate with external systems without lock-in	Zapier, Google Calendar, Stripe, PayPal integrations	Zapier, Gmail, Outlook, and major payment gateways
Zapier integration	Connect to thousands of apps without custom code	Zapier integration (5,000+ apps)	Full Zapier connectivity with triggers and actions
Make.com integration	Build advanced automation scenarios visually	No Make.com integration	Possible via Zapier (no direct Make module)
Pabbly Connect	Connect services without usage-based limits	No Pabbly Connect integration	No native Pabbly Connect integration
Full REST API access	Build custom integrations with full system access	No public API	No public REST API available for custom dev
Incoming & outgoing webhooks	Send and receive real-time events	No webhooks	Outgoing webhooks available via settings
PLATFORM Collapse	Plutio 198/199	Indy 47/199	Bloom 104/199
Mobile apps	Access your business from native mobile apps	Mobile web app (beta, no native app)	Native iOS and Android companion apps
iOS app	Full-featured iPhone app	No native iOS app (mobile web only)	Native iPhone app for on-the-go management
Android app	Full-featured Android app	No native Android app (mobile web only)	Native Android app with basic project features
Mac desktop app	Native macOS app for desktop workflows	No desktop app (web-based)	Web-based only (no native Mac desktop app)
Windows desktop app	Native Windows app for desktop workflows	No desktop app (web-based)	Web-based only (no native Windows desktop app)

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Indy vs Bloom FAQ

Is Indy or Bloom better for freelancers?

Indy covers more of the general freelance workflow, including basic time tracking and task boards. Bloom covers intake workflows for photographers and creative professionals, with galleries and questionnaires that Indy doesn't have. The right choice depends on industry: Bloom fits visual creatives, Indy fits general service freelancers who bill hourly.

Does Bloom have time tracking?

No. Bloom has no time tracking on any plan. Freelancers who bill by the hour need a separate tool like Toggl or Clockify and then manually transfer hours into Bloom invoices. Indy has basic project-level time tracking that feeds into invoices, but tracking stops at the project level with no task-level breakdown.

Which is easier to learn, Indy or Bloom?

Indy has a minimal interface and most users send their first proposal within a few hours. Bloom has more visual setup steps, including gallery and questionnaire configuration, which takes longer to orient. Photographers often settle into Bloom quickly because the workflow matches how they already work, but non-photography freelancers report that the interface adds unnecessary steps.

Can I white-label Indy or Bloom?

Neither Indy nor Bloom offers white-labeling in the full sense. Indy has no custom domain option on any plan. Bloom allows logo removal on the Pro plan ($49/month annual), but no plan offers a custom domain for the client portal. Clients see a Bloom URL regardless of tier. Platforms like Plutio support custom domains and full white-labeling on all plans.

How much does Indy cost vs Bloom?

Indy has a free plan (capped at 3 documents per type per month) and one paid tier at $25/month (monthly) or $18.75/month (annual). Bloom has three tiers: Starter at $9/month, Plus at $29/month, and Pro at $49/month (all annual pricing). At full-featured access, Indy Pro is cheaper, but Bloom Pro includes white-labeling that Indy never offers.

Which has better automation, Indy or Bloom?

Both tools include basic automation for client intake. Bloom's workflow builder sequences proposals, contracts, and questionnaires in a structured client journey. Indy has basic trigger-based automation for document sending. Neither tool automates what happens after the contract is signed. Project tasks, time tracking, and invoicing all require manual action on both platforms.

Do Indy and Bloom have project management?

Both have basic task organization only. Indy has task boards with due dates. Bloom has task lists with due dates. Neither has Kanban boards with swimlanes, Gantt timelines, subtask nesting, or task dependencies. For multi-phase projects, both tools require a separate project management app. Platforms like Plutio include Kanban boards and Gantt views in the same subscription.

Does Indy have a mobile app?

No. Indy has no mobile app. All work happens on desktop through the web interface. Bloom has a mobile app on iOS and Android where clients can be managed and documents sent. For freelancers who need to manage clients from a phone, Indy's lack of a mobile app is a real constraint.

Can I migrate from Indy to Bloom or vice versa?

Neither tool has a native migration path between them. Moving from Indy to Bloom or the reverse requires exporting client data as CSV where available, recreating templates, and manually notifying clients of the new portal. Most freelancers report the migration taking two to three days of focused work, depending on how many active clients need to be moved.

What if neither Indy nor Bloom fits my workflow?

If time tracking, custom domain portals, or team collaboration are requirements that neither tool meets, platforms that cover those gaps exist. Look for a tool that connects proposals to project boards, tracks time at the task level, and lets clients log into a portal at your domain. Plutio is one option that covers the complete workflow starting at $19/month.

Do Indy or Bloom support teams?

No. Neither Indy nor Bloom has a team plan. Both tools target solo freelancers. There is no way to add a collaborator, subcontractor, or second user on any tier of either platform. Freelancers who grow beyond solo work need to move to a different platform entirely, as there is no team upgrade path in either tool.

Which tool is better for photographers?

Bloom is the more focused tool for photographers. The proposal templates include image galleries, questionnaires support session preferences, and the client portal centers on delivering and reviewing photos. Indy has no gallery delivery feature, so photographers using Indy still need a separate gallery tool like Pic-Time or Pixieset for image delivery.

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