This post was most recently updated on July 18th, 2017
Last Updated on 3 years by RichBohn
This CRM Review examines BlueCamroo.
In-Depth CRM Review
3100 Steeles Avenue West, Suite 400
Concord, Ontario L4K 3R1
CRM Taxonomy: CRM – Cloud
Sub-Category: Contact Manager/All-in-One
Seats: Small Business/SMB
About the Company:
BlueCamroo is all-in-one cloud-based Business Management Platform. We provide SMBs a single system that enables all of their teams to collaborate and manage key processes, track and share business and customer information.
Some of the activities companies use BlueCamroo for include: Lead Management, CRM, Sales Quoting, Opportunity Cost Estimation and Tracking, Task and Project Management, Resources Management, Time Tracking, Budgets and Budget Tracking, Billing, Expenses Management, Email Marketing, Social Network integration, Collaboration, Customer Support and Workflow Automation. We eliminate the cost and complexity that smaller businesses face when they try to maintain in-house systems, or integrate multiple online services for each of these areas.
- Privately owned company operating since 2009
- The concept for BlueCamroo originated from internal automation systems developed for our software development sister company operating since 2000.
- Utilizing redundant server architecture with Peer1.com in North America
- Customer support and product development based in head office in Concord, Canada
- Servicing customers from 25 countries.
- Available in English. Spanish and French available later this year.
- BlueCamroo’s unique and patent-pending architecture makes it the most flexible and relevant solution for managing CRM data in the 21st century.
- CRM Idol 2013 finalist
About the Product:
BlueCamroo is unique among its competitors because it doesn’t just have Project Management, but it is a fully integrated Business Management Platform that Combines CRM, Project Management, Customer Support Ticketing, Billing & Invoicing and much more. Several of these features work as a natural extension of Project Management, such as Customer Support ticketing, Billing and all users have access to all of them at no additional cost. Also, because of this, the more business functions that you manage with BlueCamroo, the more information you will have access to (like reports) from one place.
Using all of BlueCamroo’s features will give users a true view of their entire relationship of a customer throughout their lifecycle and beyond. From when/how you found them as a Lead, any information gathered along the way to creating a business opportunity with them, sending them Sales Quotes, and converting them into a Customer & starting a project with them. Through working on that project and collaborating with team members and the customer themselves, to sending out invoices and getting paid. From supporting customers to sending them email marketing campaigns and working on more projects for them. This only covers a part of what BlueCamroo can do for users.
No tiered pricing, so users can get all of the features of BlueCamroo for one price. It grows with your needs at no additional cost (except the cost of additional users).
BlueCamroo can replace multiple stand-alone solutions to save your business time and money:
BlueCamroo supports all standard CRM features, like Lead/Opportunity Management, Sales Pipeline Management, Sales Quotes/proposals, Cost Estimates, Sales Dashboards and Reports, and more.
However, where we stand out is our unique (patent-pending) approach to CRM architecture, which makes BlueCamroo the most flexible and relevant solution for managing CRM data in the 21st century.
How CRM data is structured becomes only relevant when one of your “Contacts” leaves the “Account” they’re connected to and moves to a different company (which is quite frequent) or, until a potential customer comes along who’s just an individual and doesn’t ‘belong’ to any Company. Traditional CRM’s do not know how to deal with situations like this.
BlueCamroo, on the other hand, has been architected for the world where people move from job to job, or freelance with several organizations at the same time, or sometimes buy from you on their own account – not on behalf of a company. This will allow you to visualize a complete relationship diagram for your customers revealing their present and past jobs, together with their professional and personal relationships.
Learn More: www.bluecamroo.com/online-crm
Engaging Social CRM
BlueCamroo’s Social Scout allows you to configure personal and company social network accounts to view and post from within BlueCamroo.
Set up Keywords (your services, “SEO” for example) and Filters (action statements, like “I’m looking for”, “We need” etc.) that allow for you to find new Sales Opportunities, Listen to Buzz about your company, or Support your Clients.
Gauge the mood of your Leads before calling them. Create Leads or save relevant messages to you customer’s record, and create Tasks, Events or Cases for follow-up with just a few clicks.
Powerful Project Management
If you just need to manage tasks and to-dos, track time, and schedule meetings, BlueCamroo can handle it. If you need something more sophisticated that can manage whole project process: planning, budget, resources, stages, control sign-offs, manage invoicing, link Stages/Tasks dependencies, and more – BlueCamroo can do this too. Whatever projects you manage, BlueCamroo’s project management tools can help you deliver.
- Use Sales Orders for quick and simple “projects” or,
- Build out large Projects with multiple Tasks and Stages, and multiple dependencies.
- Collaborate on Projects with your team using the “Update Stream”
- Automate with sophisticated Process/Workflow Automation tools (such as Project Templates, Auto scheduling, Configurable Workflow Rules, Invoicing, Online Client Sign-offs, etc.)
- Effectively Manage Project Changes
- Visualize the entire project before it begins and control its progress with the “Visual Workbench for Projects”
- Track Projects Budgets against Actual Costs
- Use Resource Management to track, analyze, and manage your teams Time.
- Share resources on Projects with other companies using BlueCamroo with “Workspace Collaboration Bridge” (industry first)
- Keep your customers in the loop with their own customer portal
- Track team members Accountability on Tasks assigned to them
Collaborate across the entire company
One of the main features of BlueCamroo that plays a major role in all functions of the platform is the ‘Update Stream’. It’s Social Network like appeal allows users to update their team members about the progress and changes on the record and set the next steps to follow, while allowing them to seamlessly add and share information and/or documents, create Tasks or ToDos, notify team members or customers/suppliers, schedule Events/Meetings and required resources or record their Time. Other users can also comment on updates that have been made.
The ‘Update Stream’ combined with company-wide sharing of almost every feature brings your entire company closer together.
Collaborate with Suppliers/Vendors as all invited Customers and Suppliers have access to view and respond to shared Updates and all tasks assigned to them,
Learn More: www.bluecamroo.com/online-collaboration
Nurture Sales and Communicate with your Customers with Email Marketing
Email Marketing offers many benefits for businesses and is something that should not be left out of any marketing strategy. Not only can good Email Marketing campaigns generate repeat sales and increase sales conversions, but with BlueCamroo, Email Marketing can also help you up-sell and cross-sell your products and services and maintain a constant level of communication to your key accounts.
With BlueCamroo’s ‘Campaign Manager’, your Email Marketing can be completely integrated with your leads, accounts, contacts, opportunities and projects – allowing you to keep in touch with your customers throughout the entire sales cycle.
Completely Automate Your Lead Follow-up
When a Lead comes in to BlueCamroo through a Web-to-Lead or Web-to-Opportunity form or it is entered by a staff member, BlueCamroo’s Campaign Manager can automate the lead follow up to send out a series of newsletters any number of days after. Not only does this keep your Leads engaged with the company, but also allows you to create a new campaign based on click through actions that a customer may have taken with a newsletter.
The BlueCamroo Email Marketing engine fully supports Static and Dynamic Email lists and it can send Immediate, scheduled or triggered Campaigns. It has been configured to use and internal BlueCamroo Email Marketing mailer or it can also use an external SMTP server.
Target Subscribers based on what they’ve clicked.
It’s good practice to add links into your email newsletters to direct subscribers to areas that may be of interest to them and with BlueCamroo’s Campaign Manager, targeting subscribers based on what they’ve clicked is easy to do.
Up-sell and Cross-sell your Products and Services
Because BlueCamroo’s Campaign Manager is completely integrated with everything else in the system, the speed and ease of which you can market your products is something your business is sure to love.
Deliver great customer service with BlueCamroo!
Customers should always come first. That’s why BlueCamroo allows you to easily work with customer issues with an included ticketing system. Trouble tickets, help tickets, call it what you will, BlueCamroo will help keep your customers happy.
BlueCamroo provides organization to your client issues
Forget emails. With so many coming in, it’s hard to keep everything together. You have responses coming in from your client, responses from other members of your staff, and maybe even attachments and tasks. BlueCamroo treats support tickets like every other area of the system so that you can have all of your emails organized, make ticket related discussions, organize attachments, and create tasks.
Capture and re-use team knowledge
There are few new questions. Capture knowledge and help customer support agents be more productive by using BlueCamroo’s built-in Customer Support Knowledge Base to offer guidance and suggested answers for your most common customer service inquiries.
Extend Support’s Reach to Social Networks
Social Network Scout helps you uncover support issues posted by users of Twitter and Facebook and get them into the Case system. Make sure staff executes on cases with possible wider ranging implications. Impress clients by a pro-active support process that works their issues before they have to bring it to you.
Learn More: www.bluecamroo.com/web-based-support-ticketing
Get more from your BlueCamroo connected website
A great website is much more than just a collection of web pages with the company and their product/services information. A great website is a ‘working’ website! Fully accessible from any device and any browser and not only with valuable and engaging content, but also properly optimized for SEO with plenty of landing pages, forms etc. that are leading to a CRM system to be actioned.
‘RooBuilder’, which is our own Web Building Platform that allows BlueCamroo users to build and manage their own websites (including e-commerce websites ‘RooCommerce’), is included with BlueCamroo subscription and it can be used for free.
Websites built with ‘RooBuilder’ are fully connected with BlueCamroo and all activities from them are recorded back to be actioned following pre-programmed Workflow Processes. Tasks could be created, people could be notified, Emails send or Email Campaigns triggered among others. In addition, ‘RooCommerce’ websites track web visitors buying habits and activities for further direct targeting.
Furthermore, websites generated with both Web Development Platforms are integrated with Digital Marketing Platform – ‘HubSpot’ (‘HubSpot’ subscription fees apply) for even more nurtured marketing interactions.
Expand your reach with the BlueCamroo API
The BlueCamroo API (“Application Programming Interface”) provides a way for other programs to connect to BlueCamroo to use and update information. By using the API, it is possible to connect other systems that your business uses to share data with BlueCamroo, making your whole business more streamlined and efficient.
Learn More: www.bluecamroo.com/bluecamroo-crm-integrations
Pricing for BlueCamroo is $41.00/user/month.
For complete pricing details, please contact the company directly. See:
For a proper demo of this CRM solution:
For a proper demo of this CRM solution, please contact the company directly. See:
Rich’s View of BlueCamroo:
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Still have questions about BlueCamroo? Just leave a comment below!