Daisy Sarasota

Why the Bloom Technology Stack by Daisy is Redefining the Standard for Integration Business Software

Daisy Bloom Tech Stack

Executive Summary

The Bloom Technology Stack, developed by Daisy, is a fully integrated, cloud-based enterprise platform purpose-built for the home technology integration industry. Spanning the entire customer lifecycle—from lead generation to project delivery and real-time financial reporting—Bloom offers unmatched visibility, control, and efficiency. Built on Microsoft Dynamics 365 and NetSuite, Bloom brings enterprise-grade power to independent integrators who traditionally lack access to such platforms.

What the Industry Is Demanding: Insights from CE Pro

The CE Pro Business Resources Deep Dive reveals a strong industry movement toward integrated platforms that consolidate fragmented software tools. Key takeaways include:

  • Profitability Follows Consolidation: Firms using fewer, more integrated tools saw a median 13% increase in profit*.
  • End-to-End Platforms Are Preferred: 47%* of integrators now favor complete business management systems over a patchwork of niche tools.
  • Cloud Adoption Surges: More than 75%* are running critical systems in the cloud for accessibility, speed, and reliability.
  • Support and Compatibility Top the List: The leading factors for selecting software were customer support, compatibility with existing tools, and price.

*The above information is not specific to Daisy and came from CEPro, individual results may vary.

How Bloom Leads the Way

Built on Microsoft Dynamics 365 and NetSuite

The Bloom Technology Stack gives integrators the rare opportunity to operate on enterprise-class software without the complexity or cost of building it independently. Daisy has configured and optimized these world-class platforms for the residential AV and integration market.

End-to-End Business Operations

Bloom manages every stage of the client and business journey:

  • Marketing and lead tracking
  • Sales opportunities and quoting
  • Proposal generation and e-signature
  • Invoicing, payments, and financial reconciliation
  • Project management and technician time tracking
  • Product-level inventory and cost visibility
  • Real-time dashboards and financial reporting

Best-in-Class CRM & Sales Enablement

A core strength of Bloom is its robust CRM, which enables franchisees to:

  • Track and manage leads through detailed sales stages
  • Forecast revenue with real-time accuracy
  • Automate follow-ups and nurture sequences
  • Collaborate across team members for sales support
  • Gain visibility into sales KPIs across multiple locations

These capabilities provide structure and accountability to sales organizations, allowing integrators to scale top-line revenue with repeatable, measurable sales processes.

Centralized Support: A True Game Changer

Because every Daisy Branch runs on the same tightly integrated platform, Daisy is able to deliver centralized, real-time support that is unmatched in the custom integration industry.

  • Technician Support: Job-level details, service calls, and time tracking can be accessed by support teams to troubleshoot issues instantly.
  • Sales Support: Sales managers and coaches can see live pipeline activity and coach teams dynamically.
  • Client Support: Service records, project status, and equipment history are connected—empowering Daisy’s support team to serve end-clients without delay.
  • Manager Support: Whether it's staffing, inventory, or profitability, Daisy can partner with local leaders to make informed decisions backed by real data.
  • Help Desk Support: With Bloom, it takes the burden of help desk type support off of the branch location.

This connected support infrastructure makes it possible to solve problems quickly, train efficiently, and foster collaboration across every role in the business.

Integrated Training That Fits the Flow of Work

To support ongoing development, Daisy also provides an integrated Learning Management System (LMS)—enabled by single sign-on and mobile-friendly access. While not the core of the platform, it enhances technician and employee success with:

  • On-demand access to industry-specific, manufacturer-certified, and professional development content
  • Field-friendly, mobile access that makes it usable during real-world installations and service calls
  • Role-specific training paths for technicians, managers, and sales professionals

The LMS supports operational consistency and faster onboarding, enabling teams to learn while they work.

Conclusion

The Bloom Technology Stack is not just another business software—it is a competitive advantage. By combining the power of Microsoft Dynamics 365 and NetSuite with Daisy’s deep industry expertise, it delivers a level of sales enablement, operational efficiency, and centralized support that would be difficult for an independent integrator to replicate on their own.

From quoting and pipeline forecasting to financial reporting and technician deployment, Bloom simplifies complexity, accelerates growth, and elevates the support experience for every stakeholder.

For ambitious integrators looking to scale without compromise, Bloom is the future of integration business infrastructure.

To learn more about how the Bloom Technology Stack can help transform your business, contact Daisy today.