Business Software & Automation

Make Your Business Software Work Together.

Zoho, Odoo, and Jobber implementation, customization, and automation for small businesses in Greater NYC, with hands-on migration, training, and adoption support.

Hands-on technology help for small businesses in Greater NYC.
Actual IBIS Odoo workspace showing CRM, sales, accounting, documents, and inventory applications
IBIS Group USA: business applications in one Odoo workspace. This view shows available applications, not production workflow status.
Sound familiar?

Start with what needs to work better.

01You enter the same information in several tools.

02Jobs, schedules, and customer details are spread across spreadsheets.

03You bought useful software, but your team still works around it.

What’s possible

Useful improvements. Built around your business.

Choose a focused starting point or connect several improvements. The scope should fit the problem you need to solve.

  • CRM selection and setup, customer records, sales pipelines, and follow-ups.
  • Zoho, Odoo, Jobber, and comparable platforms selected for your requirements.
  • Scheduling, dispatch, job management, and capacity planning.
  • Quotations, invoicing, reporting, and connected operational workflows.
  • Data migration, integrations, and practical process improvements.
  • Employee training, hands-on adoption support, and ongoing system optimization.
Platforms we work with

Proven tools. Set up around your business.

We help businesses in Greater NYC select, implement, customize, and connect the software that fits. These are examples of our platform expertise, not an exclusive vendor list.

ZohoZoho PartnerImplementation, customization, and practical adoption support.

Zoho

CRM and business applications configured around customers, sales, and day-to-day operations.

  • Workflow configuration and automation.
  • Zoho Creator, application customization, and integrations.
  • Data migration, staff onboarding, and operational adoption.

Odoo

CRM and ERP implementation connecting sales, inventory, operations, and business workflows.

  • Configuration and module customization.
  • System integrations and extensions.
  • Operational modernization with a practical rollout.

Jobber

Field-service software that supports the journey from the first customer request to a completed job.

  • Scheduling, dispatch, and customer and job management.
  • Workflow configuration around real service delivery.
  • Hands-on staff onboarding and adoption.
See the work

Real projects. Practical capabilities.

Working together

A practical route from idea to everyday use.

We look at how work moves through your business before recommending software. A simple setup may be enough; a more complex operation may need connected systems. We configure, migrate, test, and guide your staff through real tasks. Adoption is part of delivery, not an afterthought.

Connected needs

Explore the next step.

Let’s talk

Tell Us What You’d Like to Improve.

A new website, better business software, less repetitive work, or an idea you haven’t quite figured out yet? A few sentences are enough.

You don’t need a detailed project specification to start. Tell us what you’re trying to accomplish or what’s not working today.

Small projects welcome. Greater NYC and beyond.

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