BluRoot is a leading software solutions company that works with the Zoho suite of products. BluRoot focuses on financial services through their BluInsurance and BluMortgage products.
With a commercial quoting engine and online lead management, BluInsurance is built to save time for the modern insurance agent.
With application automations and built-in renewal campaigns, BluMortgage simplifies the complex operations of a broker.
As an Advanced Zoho Partner, BluRoot has worked with hundreds of clients across countless industries.
BluInsurance is built for a single purpose- to save time for the modern insurance agent. It accomplishes this by providing a quoting engine for commercial policies, a lead management platform for online leads and a renewal process for existing business.
BluMortgage is designed to bring simplicity to the complex operations of today’s mortgage broker. It does this by providing an easy-to-use application pipeline with automated communications as well as a built-in 5-year renewal action plan. BluMortgage provides the structure and data security necessary to scale your mortgage business.
BluRoot is one of Zoho’s top Canadian partners. BluRoot has built their reputation by applying Zoho’s comprehensive suite of software products to solve unique business problems. In doing so, they have worked with hundreds of clients across the financial services, manufacturing, software and logistics industries.
PRESIDENT, CHAMPION MORTGAGE
“BluRoot’s expertise allowed us to develop a CRM that has become much more powerful than we ever thought possible. If you are considering building your own CRM from scratch, I strongly recommend you speak with BluRoot”
PRESIDENT, BUTLER MORGAGE INC.
“BluRoot has always provided us excellent service coupled with fantastic support. They continue to innovate and provide us with products/services that grow with us.”
DIRECTOR, ECHELON INSURANCE
“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.”
CEO, ORACLE RMS
“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.”
Director, Channel Assist
“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!”
CEO, Plexxis Software
“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.”
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