#1 FinTech CRM Company in Canada 🇨🇦

We are technology leaders in the Mortgage, Financial Advisory and Insurance industries.

Drive efficiency and grow your business with our industry-specific CRM products.

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An industry-specific CRM provides the integrations, community and expertise for a modern business to succeed

BluMortgage

  1. Specific to Canadian mortgage brokers
  2. Integrates with Filogix, Velocity, Finmo, and Scarlett DOS
  3. Used by 3 of the top 5 mortgage brokers in Canada

 

Learn More About BluMortgage

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Cloven

  1. Specific to Canadian financial advisors
  2. Integrates seamlessly to O365 and GSuite
  3. Designed for insurance, group, investments and more

 

Learn More About Cloven

BluInsurance

  1. Specific to Canadian P&C insurance brokers
  2. Integrates with Powerbroker, Applied EPIC and other BMS’
  3. Simplify and automate your lead management

 

Learn More About BluInsurance

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Meet the Team

At Bluroot, we believe that the individuals on our team are what make us great.

Meet the team to learn more about the wonderful people behind Bluroot!

Meet the Team

Have a Zoho Question?

Our industry-specific CRMs are built on the global Zoho platform. In fact, we are Canada’s most awarded Zoho Partner! We share our Zoho expertise on our popular YouTube channel:

Free Zoho Advice