Bluroot CRM Solutions

Bluroot is a Canadian FinTech CRM company that specializes in providing industry-specific solutions for mortgage brokers and financial advisors. Their primary products, BluMortgage and Cloven, are designed to cater to the unique requirements of these professionals, offering tools that streamline business processes and improve client management.

BluMortgage is tailored specifically for Canadian mortgage brokers, integrating seamlessly with various platforms to enhance the overall efficiency of mortgage management. This solution supports brokers in managing leads, automating workflows, and generating reports, thus allowing them to focus on client relationships and business growth.

Cloven serves the financial advisory sector, providing functionalities that help advisors manage client portfolios, track financial goals, and maintain compliance with industry regulations. This tool is designed to simplify complex processes, enabling financial professionals to deliver better services to their clients.

Bluroot is recognized as a Zoho Premium Partner, leveraging over a decade of experience in the CRM space to offer robust solutions. The company places a strong emphasis on its team’s expertise and provides numerous resources for users, including a YouTube channel and podcasts dedicated to Zoho advice and best practices.

For those seeking comprehensive CRM functionalities that align with their specific industry needs, Bluroot’s products present a suitable solution, aiming to improve operational efficiency and client satisfaction.