We work with Canadian financial services leaders through our industry-specific CRM products, BluMortgage, Cloven, and BluInsurance.
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.
Not every task supports your numbers directly. Sometimes we have to support someone else. We are strongest when our work supports each other’s success.
Be clear and open with your work both among our team and to our clients.
Begin with the end in mind. Take deliberate actions and be mindful of possible outcomes.
In your area of expertise, strive for excellence. We aren’t perfect but we aim to be 1% better every day.
Be excited to learn new things. New challenges are chances to grow and expand our abilities.
Failure is a part of life. We embrace failure as an opportunity to learn new things and get 1% better.