BluRoot

BluRoot specializes in developing Customer Relationship Management (CRM) software that is specifically designed for the financial services industry in Canada, ensuring that the tools and functionalities directly address the unique needs and regulatory landscape of this sector.

BluMortgage is a dedicated CRM product expertly crafted to cater to the workflows, compliance requirements, and integrations needed by Canadian mortgage professionals, streamlining their operations from lead management to deal closing.

Cloven is a distinct CRM offering from BluRoot, meticulously designed to meet the diverse needs of Canadian financial advisors, supporting their client management, financial planning, and compliance tasks across insurance, investments, and group benefits.

BluMortgage CRM seamlessly integrates with Filogix, a widely-used mortgage origination platform in Canada, enabling mortgage brokers to directly connect their CRM workflows with loan application and processing systems, reducing data entry and improving efficiency.

BluMortgage CRM offers integration with Velocity, another key platform for Canadian mortgage brokers, facilitating a smooth connection between CRM-based client management and mortgage deal management, enhancing workflow automation.

BluMortgage CRM integrates with Finmo, a digital mortgage platform, allowing brokers to leverage digital mortgage application processes directly from their CRM, offering a modern and efficient experience for clients.

BluMortgage CRM is designed to integrate with Scarlett DOS, a mortgage operating system, ensuring compatibility and data exchange between the CRM for client and lead management and the operating system used for mortgage processing and administration.

Cloven CRM provides seamless integration with Microsoft Office 365, allowing financial advisors to connect their CRM with familiar tools like Outlook, Word, and Excel, enhancing productivity and data accessibility within their existing office environment.

Cloven CRM offers integration with Google GSuite, enabling financial advisors to link their CRM workflows with Google's suite of cloud-based productivity tools like Gmail, Google Calendar, and Google Drive, providing flexibility and collaborative capabilities.

Cloven CRM is specifically engineered to support financial advisors who work across various financial product lines, including insurance, investment products, and group benefits, providing features and workflows relevant to each of these areas.

Both BluMortgage and Cloven CRMs are built upon the Zoho One platform, a comprehensive and scalable cloud-based business software suite, ensuring reliability, security, and access to a wide range of functionalities and future scalability.

BluRoot, Inc. holds the status of Zoho Premium Partner, the highest partnership tier with Zoho, signifying their extensive experience, deep product knowledge, and proven ability to implement and customize Zoho-based solutions effectively for their clients.

BluRoot's team possesses over 10 years of experience working with Zoho products, indicating a high level of expertise in customizing and implementing Zoho CRM solutions, ensuring clients benefit from tailored and optimized CRM systems.

BluRoot operates a popular YouTube channel dedicated to providing free advice, tips, and tutorials on Zoho products, demonstrating their commitment to educating users and sharing their Zoho expertise with a wider audience.

BluRoot produces a podcast specifically tailored for the mortgage industry, offering insights, discussions, and industry-relevant content for mortgage brokers, further demonstrating their industry focus and value-added resources.

BluRoot provides step-by-step guides and a video library, offering readily accessible resources to help users learn how to use their CRM products and Zoho functionalities effectively, enhancing user onboarding and ongoing support.

BluRoot offers add-on products like WES (for data migration in Zoho CRM) and BluText (for SMS functionality within Zoho CRM), providing users with options to further extend the capabilities of their CRM system and tailor it to specific needs.

BluRoot's core mission is centered around helping their clients in the financial industry improve their operational efficiency, streamline workflows, enhance client management, and ultimately achieve business growth through the strategic use of their industry-specific CRM solutions.

BluMortgage's adoption by 3 out of the top 5 mortgage brokers in Canada serves as a strong indicator of the product's reliability, effectiveness, and industry recognition within the Canadian mortgage brokerage sector, highlighting market validation and trust.