Zoho Consultant

We are a Zoho Consultant firm with 10+ Years of Experience.
We make it easy to realize your Zoho objectives- without breaking the bank!

Book a Free Consultation

The Problem

Zoho is amazing…but how will it work for MY business?

  1. Zoho has so many features- which ones do I prioritize?
  2. What are the best practices for Zoho users in my industry?
  3. Is there a way to get these answers without paying fees upfront?
  4. Even if I work with a consultant, I still want to own my CRM setup

The Bluroot Difference

We genuinely believe that we are a different type of Zoho Consultant. Here’s why:

We have 10+ years of experience and we are Zoho Premium Partners (highest tier, measured by customers helped).

This means less time explaining your business to us and more time building automations in Zoho.

Bluroot has a structured process for every step of your journey with a team of experts to support it.

This means speed and the highest level of transparency for you, our client.

Our contracts are objective-based instead of a retainer. This means it’s on us to complete your Zoho needs, not you.

On top of this, we insist your involvement at every step to ensure a smooth transition.

We know what we amazing at when it comes to Zoho, but we also know where we lack knowledge and experience.

If your objectives don’t “fit”, we’ll refer you to the BEST Zoho partner (we’ve worked with them all) for that need.

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Our process drives results

After 1,000s of Zoho customizations (literally), our process is fine-tuned and battle-tested

1

Introduction Phone Call

The intro call allows us to understand your scope and success factors to see if we’re a good fit. This saves everyone time and money.

2

Discovery Meeting

This is a collaborative call to review your objectives. We’ll also go through a checklist to cover things that others usually miss.

3

Proposal & Presentation

We break down your specific objectives, and the price to fulfill each one. There’s often some back-and-forth to finalize the project.

4

Project Implementation

Our team of Zoho experts get to work fulfilling your objectives. You’ll stay up-to-date with kickoff meetings, weekly check-ins and hands-on training.

5

Ongoing Support

We commit to premium support post-project. This means resources and a team of experts to help with any situation that arises.

Book Your Intro Call

Trusted by local 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

Ready to experience the Bluroot difference for yourself?

Book an intro phone call with our CEO, Massimo, to get started:

Free 1-on-1 Zoho advice and tips

Absolutely no obligation to work together

NOT a sales call, but a conversation about your Zoho goals

We will NOT spam you with sales-y emails

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Still Unsure if Bluroot can help you?

Meet us in our FREE office hours to see us in-action helping Zoho users. (You can stay on mute with no camera, if you want!)

Register for FREE Office Hours