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BluRoot Reviews & Provider Details

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Emily D.

Director of Commercial Operations

Small-Business (50 or fewer emp.)

3/18/2020

"So Happy We Found Bluroot for our Zoho Integration and Support!"

5/5

Describe the project or task BluRoot helped with:

We discovered Massimo and Tom at Bluroot when we made the decision to purchase Zoho Plus for our new CRM database. While it was clear that Zoho was a very intuitive product, we recognized that to REALLY get our money's worth out of it, it would be a wise investment to retain some help in the form of Zoho experts that could learn about our company and business, and then help us customize Zoho to specifically address the challenges in our business and put it to its maximum potential in supporting, streamlining and growing out business. Mass and Tom came and spent a few hours with our management team, asked a lot of questions, and then essentially laid out their understanding of who we are and what we needed, and what adjustments they recommended we make to get the most out of Zoho. They submitted an estimate and a step by step schedule for the work, which was very reasonable and they met or exceeded all their deadlines. We were so happy with them that we have retained them for other projects. Review collected by and hosted on G2.com.

What do you like best about BluRoot?

First and foremost I would say the communication and responsiveness. Trying to implement new technology can be incredibly intimidating and confusing, and they fielded a lot of calls and emails with patience and understanding. I never had to wait long...and truthfully they probably answered some questions that I should have been sending directly to Zoho...but they helped anyway, or tracked down someone at Zoho to answer my question for me. Secondly, they know their stuff inside and out. I tend to get wordy and easily tripped up but they always did a great job of helping me to focus my questions and giving me clear answers. Also, their knowledge of Zoho and experience creating so many custom databases for various businesses and service lines meant that they were able to suggest uses and customizations of Zoho we never would have thought of on our own. Review collected by and hosted on G2.com.

What do you dislike about BluRoot?

Can't really think of anything - the things I do think of were on the Zoho design side. And in fact, in those situations, Bluroot was able to help us think of creative ways to get around system limitations to accomplish what we were trying to do. Review collected by and hosted on G2.com.

Recommendations to others considering BluRoot:

I highly recommend you make the time to sit down with them face to face. They offer to come and meet with you if you are in the GTA, or you can do a Zoom meeting, etc - but take the time they offer to let them really know and understand who you are, how you do business and what you need, because in so doing they often can intuit and highlight things you don't even know you need, and point out additional ways Zoho can work for you that you were unaware of. Also - before sitting down with them, take the time to write out what your goals are, helpful them visualize. Review collected by and hosted on G2.com.

What problems is BluRoot solving and how is that benefiting you?

All our sales and opportunities processes are centralized and streamlined. We have all our contacts and communications organized in a central location, with opportunities and sales pipeline tracking, reports etc so we have essentially eliminated the need for address books, email inbox folders, multiple excel spreadsheet tracking documents, and our documents server. Review collected by and hosted on G2.com.