Your Zoho journey starts with us

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

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We help companies modernize their business through consulting services on Zoho’s cloud based software

Bluroot Solutions

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

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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

Trusted by startups and industry leaders

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

“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.”

John Ferraro

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.”

Chris Loranger

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!”

Rosalind Fleming

Director, Culture & Enablement – Channel Assist

1 / 5

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

Tech Stack

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.

Getting started is easy

Optimize your business with Zoho and Bluroot

1

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.

2

Work out the details

We present you a proposal and discuss the details such as workflows, communication protocols, timelines, billing and invoicing.

3

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!

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Meet the Team

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.

Meet the Team

Get Started with Bluroot

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!

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