A CRM and cloud software is essential for any modern business, but actually adopting it is often the hardest part. At Bluroot, we provide the resources and expertise to get the most out of your CRM
We help companies modernize their business through consulting services on Zoho’s cloud based software
Zoho Consulting and Collaboration
Meet and discuss Zoho best practices based on a decade of experience with 1000s of clients
CRM Implementations
Collaboratively plan your ideal digital experience, then sit back and watch it become a reality
Zoho Training
Let our team of experts bring you up-to-speed to start your Zoho journey on the right foot
Change Enablement
Our team can “quarterback” the digital transformation that is needed for your business
Integrations
Connect your legacy and industry software with Zoho to achieve a fully integrated cloud solution
Zoho Support
Ensure ongoing success with custom-built resources and local support staff
Bluroot has always provided us with excellent service coupled with fantastic support. They continue to innovate and provide us with products/services that grow with us.
President – Butler Mortgage Inc.
“Massimo and the Bluroot team have been key partners in the implementation of Echelon’s Zoho platforms. They have always taken an interest in understanding our business to ensure that we’re getting the most out of our Zoho CRM.”
DIRECTOR, ECHELON INSURANCE
“BluRoot has been an invaluable resource in helping our company build out our customer relation strategies. They have not only helped us build inbound lead processes but have also helped us retain and track existing clientele thus increasing our recurring revenue.”
CEO, ORACLE RMS
“BluRoot offers us a whole new way to look at our sales pipeline. By providing us an easy-to-use dashboard that instantly displays our lead management, we can see which leads are progressing and which need further nurturing. The added bonus was how BluRoot found a way to integrate all previous applications that made life a whole lot simpler.”
CEO – Plexxis Software
“Massimo and his team are very professional and will go above and beyond to solve your issues. They are very competent and service oriented. I would recommend them to any business needing a Digital boost!”
Director, Culture & Enablement – Channel Assist
Bluroot has always provided us with excellent service coupled with fantastic support. They continue to innovate and provide us with products/services that grow with us.
President – Butler Mortgage Inc.
“Massimo and the Bluroot team have been key partners in the implementation of Echelon’s Zoho platforms. They have always taken an interest in understanding our business to ensure that we’re getting the most out of our Zoho CRM.”
Jennifer Kew
DIRECTOR, ECHELON INSURANCE
We work with the entire suite of Zoho Products
Zoho CRM is an industry leading CRM software that enables your business to manage everything from online leads, clients/accounts to opportunities and billing. At BluRoot we understand your needs and build custom CRM architecture for your specific business needs.
You can focus on what you do best, and we do the rest
Zoho Campaigns is a full fledged marketing application, similar to competitors like Mailchimp, and Active Campaign. Zoho Campaigns can bring your communication with clients to the next level through, email, SMS messaging and even social media!
Zoho People is an HR management application allowing you to track employee holidays, salaries, performance reviews and much more.
With BluRoot we will guide your team through proper setup, and we will even train HR staff how to use the application moving forward.
Zoho Projects allows your team to manage tasks, timelines, contract milestones, and further collaborate and then report on it all. It is similar to competitors such as Asana or Wrike.
At BluRoot we train staff what the best practices are of this software, and setup templates and integrations to optimize Projects for your business.
Zoho Desk is a ticket management system, allowing you to ingest email, social, or phone call tickets from your customers in a streamlined and organized way. It is similar to competitors such as Zendesk.
At BluRoot, we help your team setup departments, escalation rules and will even handle a migration into the new Zoho Desk platform!
Zoho Analytics is a BI and analytics tool, allowing you to report on all facets of your business. It is similar to competitors such as Tableau or Looker.
At BluRoot we help your team gather all data within the Zoho ecosystem and integrate with external system. With this data, we build customized dashboards to draw powerful insights on your business.
Optimize your business with Zoho and Bluroot
Find out what you need
We start with a simple discovery call where we learn about your goals of the project, and any barriers that you may currently have to hit that goal.
Work out the details
We present you a proposal and discuss the details such as workflows, communication protocols, timelines, billing and invoicing.
We get to work
We start with a kick-off call with the respective project owners, onboard the teams on the project management platforms and take off!
At Bluroot, we believe that the individuals on our team are the key to success on any project. As such, if you’re considering working with us, we want you to understand exactly who we are and what unique skillsets our team members bring to the table.
Cloud software can be a big investment for your team, but when done right, it often has immediate and significant ROI. Let Bluroot allow your team to get the most out of your cloud software investment!
