• Workflow Automation

      Make Your Business More Efficient With CRM

    How A CRM Consultant Can Help

    Implementation And Migration

    One of the hardest parts of any tech install is the implementation and migration. Luckily for you, this is one of our specialties, allowing your team to focus on business, while we implement your system. 

    Business Process Consulting

    Every business has a business process, but not every business may be operating as efficiently as possible. We can help your business realize gaps or opportunities in your process and further build it into your CRM.

    Custom Application Integration

    We understand that some systems are by far better than others, and because of that you may need them integrated with your CRM. We write API’s, Web-hooks and applications from scratch, meaning that no integration is too hard!

    Dedicated Support

    It’s our job to keep your system working perfectly! No need to worry if something breaks, we have a full support team to keep you up and running.  Did we mention that we offer this service to all of our clients?

    Personalized Training

    Often times user adoption comes down to the right training, focusing on how these systems will make the  person in questions life easier! We train every client on the new system, and we make sure they have everything they need. 

    Flexible Implementation Plans

    We Have Implementation Plans To Suit Every Businesses Needs

    LAUNCH

    Project Management

    Zoho CRM Installation

    Customized Fields/Screens/Modules

    Limited Automation

    ENHANCE

    Project Management

    Zoho CRM Installation

    Customized Fields/Screens/Modules

    Integrations With External Software

    Moderate Workflow Automation

    EXPAND

    Project Management


    Zoho CRM Installation

    Customized Fields/Screens/Modules

    Limited Automation

    Our Customers Love Us

    Don’t Just Take Our Word For It, Read It From Them

    Doug Adlam - Pres. Champion Mortgage

    “When it came to developing our own end-to-end CRM, we knew we couldn’t do it ourselves. Massimo’s expertise allowed us to develop a CRM that has become much more powerful than we ever thought possible. With his ongoing commitment to us, anytime we need to make an improvement or adjustment, he is able to help. If you are considering building your own CRM from scratch, or starting with many of the platforms available on the market, I strongly recommend you speak with Massimo as the finished product will be far better and much more user friendly that it would be without him.”


    Brijesh Langalia - Technology & Business Evangelist 

    “I have had privilege of working with Massimo on a number of projects and business opportunities. He is knowledgeable, humble and very passionate about the work he is doing. I highly recommend him for anyone who is looking for assistance in connecting their businesses with customers through latest technologies.”

    Sara Martucci - Vice Pres. Alan Shafran Group

    “Massimo and his team were excellent to work with. Always available, sent us videos for instructions for training purposes, easy to communicate with and the end result was exactly what we were looking for. His knowledge base on Zoho was impressive and he offered solutions and ideas that we didn’t think of. Very pleased and will hire him again.”

    Ron Butler - Pres. Butler Mortgage Inc.

    “BluRoot has always provided us excellent service coupled with fantastic support. They continue to innovate and provide us with products/services that grow with us.”