About BluRoot
BluRoot is a CRM software from BluRoot that caters specifically to the Mortgage, Financial Advisory, and Insurance industries. It provides features such as support for mortgage brokers, financial advisors, and integration with Filogix, Velocity, Finmo, and Scarlett DOS, so businesses can manage their clients effectively. The platform is designed to help Canadian mortgage brokers access tailored solutions and improve their operational efficiency. BluRoot also positions itself as a Zoho professional Partner, ensuring high-quality service and integration options. Key capabilities: Mortgage Brokers Financial Advisors Integration with Filogix Integration with Velocity Integration with Finmo Best for: businesses in the financial sector that need a specialized CRM solution.
BluRoot Details
BluRoot's In-App Market Place
Does BluRoot have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
N/A
Pricing Options
Accepted Payment Currencies
USD ($), EUR (€), GBP (£), CAD (C$), AUD (A$), JPY (¥), CHF (CHF), INR (₹), CNY (¥), RUB (₽)
Pros & Cons
- Streamlines Processes & Saves Time: Automates lead consolidation and distribution, significantly reducing manual work and saving time.
- Increases New Business: Automation helps improve lead conversion and drive new business growth.
- Flexible & Customizable: Offers flexibility to meet specific business needs, unlike more rigid solutions.
- Helpful Customer Support: Provides attentive and helpful support, especially during initial setup and learning.
- Excellent Personal Support: Known for great interaction and support, guiding users through setup and resolving issues quickly.
- Learning Curve: Can be a bit complex to learn initially due to the many features and functions.
- Offline Access Limitation: Software is not usable offline, which is a desired feature for some users.
BluRoot's Support Options
Email Address
sales@bluroot.caContact
(800) 418-8120