Your Perfex CRM journey Starts with us
A CRM and cloud software is essential for any modern business, but actually adopting it is often the hardest part. At Bluroot, we provide the resources and expertise to get the most out of your CRM.
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Our Services
Custom Module Development
Meet and discuss Zoho best practices with our Zoho experts. We have over a decade of experience with 1000s of clients and are Zoho CRM certified consultants.
CRM Development
Meet and discuss Zoho best practices with our Zoho experts. We have over a decade of experience with 1000s of clients and are Zoho CRM certified consultants.
CRM Customisation
Meet and discuss Zoho best practices with our Zoho experts. We have over a decade of experience with 1000s of clients and are Zoho CRM certified consultants.
Zaiper Integration
Meet and discuss Zoho best practices with our Zoho experts. We have over a decade of experience with 1000s of clients and are Zoho CRM certified consultants.
Third party integrations
Meet and discuss Zoho best practices with our Zoho experts. We have over a decade of experience with 1000s of clients and are Zoho CRM certified consultants.
CRM Mobile App Development
Meet and discuss Zoho best practices with our Zoho experts. We have over a decade of experience with 1000s of clients and are Zoho CRM certified consultants.
Features
PROJECT MANAGEMENT TOOL
Manage and invoice projects with the powerful project management feature. Track expenses and time spent on tasks and bill your customers. Ability to assign multiple staff members on task and track time logged by assigned project member.
ONE CLICK INVOICE CREATION
Build professional and great looking invoices. Attach files and send directly to your clients including the invoice PDF. Invoice with different tax based on item. Create recurring invoices who will be regenerated automatically based on you
CREATE ESTIMATES
Create estimate within a minute. Sent to your customers and wait to accept. Ability to auto convert the estimate to invoice after customer accept. You customers can view and make actions the estimate even without login.
CREATE GOOD LOOKING PROPOSALS
Create good looking proposals and impress your potential clients or customers. Include images, tables, youtube vides with the powerful editor. Proposals comments allowed for further discussion with the customer.
LEADS MANAGEMENT
With the simple Kan Ban you can keep track of eads and easily follow their progress.Attach files, convert lead to customer, auto import leads from email, create proposals, leave notes.
RECORD EXPENSES
Record company expenses. Set up a recurring expense and the expense will automatically be created afterthe specified period. The period time could be days, weeks, months or years. Ability to set expenses billable to customers or projects.
RECORD PAYMENTS
Record and receive payments in different currencies. Customers can pay you via Paypal and Stripe. Auto generated PDF after each recorded payment.
AWESOME SUPPORT SYSTEM
Great support ticket system with autoresponse. Private ticket staff notes, ticket assignments, attachments, predefined ticket replies, insert knowledge base link, ticket priorities, ticket statuses.
KNOWLEDGE BASE FORCUSTOMERS AND STAFF MEMBERS
Add knowledge base articles from text editor. “Did you find this article useful?” vote included in clients area