We work with Canadian financial services leaders through our industry-specific CRM products, BluMortgage and Cloven.
Like any good startup story, Bluroot’s story starts on a University campus (Queen’s in this case).
Massimo’s passion was cool new tech, and helping people. He found that intersection as a Zoho partner.
Massimo worked with 100s of businesses- helping them solve their unique business problem with Zoho products.
Massimo noticed that businesses in the same industry had the same problems, but he was creating a unique solution each time!
In 2019, Tom joined the firm to help build an off-the-shelf CRM for mortgage brokers, named BluMortgage.
Over the next 3 years, BluMortgage grew to be the #1 Mortgage Broker CRM in Canada.
In 2023, Bluroot dedicated themselves 100% to being a product company.
This meant that they no longer did Zoho consulting, and instead focused all their efforts in growing BluMortgage, and their new Financial Advisor CRM, Cloven.
We like to think of ourselves as a pro sports team. We want to win our championship, and it’s everyone’s responsibility to help us get there.
It might not feel great in the moment, but being honest- no BS- is always worth it. Don’t shy away from giving the hard truths.
When faced with the Quick & Dirty or the Right Way, always choose the latter. This avoids re-work, which drains the team’s time and morale.
Don’t get lost in perfection. It’s not worth it. Identify the part of work that can be done the Right Way (no matter how small) and Just Do It. This provides confidence, and allows for feedback from the team/clients.
After a loss, don’t make excuses, but embrace Win or Learn. After a win- let’s recognize it- but be back working the next morning. We are on a continuous journey with providing real client value as our compass.
We have tools and resources, but ultimately, there is no manual at Bluroot. Each teammate is trusted to “make the call” and Just Do It.
We evaluate teammates on their ability to help the team win, nothing else.
We want to win. If we don’t win, learn the lesson to win next time.