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AppsTech Soft – Your Trusted Zoho Partner for CRM Implementation & Custom Development Services

  • Your Trusted Zoho Partner in New York: AppsTech Soft’s Proven Implementation Expertise

    At AppsTech Soft, we bring our Zoho-certified expertise and deep business process understanding to help New York companies implement Zoho CRM, Books, Inventory, Creator, People, and more. With 4+ years of implementation experience and 300+ successful projects globally, we are your go-to Zoho Partner in NYC.
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In today’s fast-paced, data-driven economy, businesses in New York need flexible, scalable, and intelligent software to stay ahead. Whether you're a startup in Manhattan, a logistics company in Brooklyn, or a professional services firm in Albany — Zoho offers a powerful suite of cloud-based applications that can simplify your operations and help you grow efficiently.

Why Businesses in New York Choose AppsTech Soft as Their Zoho Partner

Certified Zoho Partner

We are an official Zoho-authorized partner, meaning we have direct access to Zoho’s internal resources, latest tools, and partner support. Our implementations follow Zoho’s best practices and are tailored to real-world business needs.

Business + Technical Expertise

Our founders bring over 20 years of enterprise software experience. We not only implement software but deeply understand business workflows and regulatory frameworks in the U.S. — particularly in finance, healthcare, real estate, e-commerce, and service industries.

End-to-End Zoho Services

From initial consultation and setup to data migration, user training, and long-term support — we handle every aspect of your Zoho journey.

Local Insight, Global Reach

While based in India, we support clients in NYC, Long Island, and New Jersey with 24x7 availability, remote delivery, and timezone-aligned collaboration.

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Zoho Solutions We Offer in New York

Zoho CRM Implementation – Sell Smarter

Whether you're managing leads, deals, or customer feedback, Zoho CRM brings it all into a single platform:

  • Custom pipelines tailored to your sales process

  • Webform integration to capture leads from websites and ads

  • WhatsApp & email automation

  • Territory management and team permissions

  • Dashboards for sales forecasting & reporting

  • Integration with Google Workspace, Outlook, and LinkedIn

🔹 Use Case: A real estate firm in Queens improved follow-up efficiency by 50% using our custom CRM setup with automated reminders and lead scoring.

Zoho Books & Zoho Finance Plus – Full Financial Control

Stay compliant, automate accounting, and gain real-time financial insights:

  • U.S. tax and sales tax configuration

  • Client and vendor portal

  • Automated invoice reminders

  • Expense tracking, approvals, and reimbursements

  • Payroll integration via Zoho People or Gusto

  • Bank feed & reconciliation

🔹 Use Case: A Brooklyn-based marketing agency switched from QuickBooks to Zoho Books and reduced bookkeeping hours by 40% through automation.

Zoho Inventory – Real-Time Stock Management

Perfect for retail, wholesale, and ecommerce businesses in New York:

  • Multi-warehouse support (for stores or warehouses across NY/NJ)

  • Barcode scanning and order fulfillment

  • Shopify/WooCommerce/Amazon integrations

  • Low-stock alerts and automatic reordering

  • Integrated with Zoho CRM, Books, and Commerce

🔹 Use Case: A Manhattan-based fashion startup synced their Shopify orders with Zoho Inventory and streamlined packaging & dispatch.

Zoho Creator – Custom App Development

Not all businesses fit off-the-shelf tools. That’s where Zoho Creator comes in.

  • Build apps for internal workflows: vendor approval, asset management, RFP tracking, etc.

  • Client portals for service requests, document uploads, and order tracking

  • Integration with Zoho apps and third-party tools via API

  • Role-based access and audit logs

🔹 Use Case: A Bronx-based legal consultancy used Creator to build a client case management system that replaced 4 different tools.

Zoho FSM – Field Service Management

Ideal for HVAC, electrical, plumbing, and maintenance services in the NYC metro area.

  • Job scheduling & dispatch

  • Mobile app for technicians

  • Route optimization & GPS tracking

  • Photo capture and proof of work

  • Instant invoicing and payment collection

  • Integration with Zoho Books & CRM

🔹 Use Case: A Staten Island-based AC servicing business improved technician productivity by 35% using Zoho FSM mobile tracking and job auto-assignment.

Zoho People & Payroll – HR Made Simple

For distributed teams and growing businesses, Zoho People handles:

  • Time & attendance (biometric or GPS-based)

  • Shift scheduling & leave approvals

  • Performance appraisals

  • Payroll integration

  • Onboarding & digital forms

🔹 Use Case: A medical billing company in NYC implemented Zoho People to reduce HR admin time and employee disputes by 60%.

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Advanced Analytics with Zoho

Zoho Analytics lets you combine sales, finance, support, and HR data for unified reports:

  • Drag-and-drop dashboards

  • Auto-generated insights

  • Custom metrics like revenue per employee, lead source RoI, etc.

  • Secure sharing and email scheduling

Our Zoho Implementation Process

  1. Discovery & Gap Analysis

    • Understand your business, goals, and pain points

  2. Solution Mapping

    • Match the right Zoho apps and configure them

  3. Implementation & Customization

    • Setup workflows, integrations, user roles, etc.

  4. Data Migration

    • Migrate data from Excel, QuickBooks, Salesforce, etc.

  5. Training & UAT

    • Train your team and fine-tune the platform

  6. Go Live & Support

    • Launch your system and provide post-implementation support

Who We Work With in New York

  • Real Estate & Construction: CRM, Books, Inventory

  • E-commerce & Retailers: Zoho Commerce, Inventory

  • Logistics Providers: Inventory, FSM, Creator

  • Legal & Consulting Firms: CRM, People, Creator

  • Creative Agencies: Books, CRM, Projects

  • Professional Services: CRM, Books, Analytics

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Why Zoho Is a Great Fit for New York Businesses

New York is home to a diverse and demanding business landscape — from high-growth startups in Manhattan to logistics firms in Long Island, retail stores in Brooklyn, and professional services in Queens. In such a competitive environment, businesses need tools that are not just powerful but also cost-effective, scalable, and easy to use.

Cloud-based and accessible anywhere

Zoho is fully cloud-based, which means your teams — whether working remotely or across multiple offices — can access real-time business data from any device, anywhere. This is crucial for hybrid workforces and companies with distributed operations throughout NYC and beyond.

Affordable compared to Salesforce or HubSpot

With enterprise-grade features at SME-friendly pricing, Zoho provides a complete suite of tools without breaking the bank. Compared to Salesforce or HubSpot, businesses can save up to 70% annually while getting similar or even broader functionality.

Scales with your growth

Whether you start with Zoho CRM and expand later into Finance, Projects, or People, Zoho’s modular ecosystem grows with you. You don’t need to replace tools every time you hit a new growth milestone — Zoho evolves alongside your business.

Supports U.S. compliance and localization

Zoho supports U.S. tax configurations, integrates with U.S.-based payment gateways (Stripe, PayPal, Authorize.Net), and offers compliance features for industries like healthcare, education, and legal. You’re always prepared for audits and regulations.

45+ integrated apps — no need for patchwork tools

From sales to HR to finance to operations, Zoho offers a unified platform where all tools work seamlessly together. Say goodbye to managing 6–7 disconnected apps — Zoho helps you run your entire business from one powerful system.

Ready to Transform with Zoho in New York?

AppsTech Soft brings the perfect mix of local insight and global Zoho expertise to help your New York-based business:

  • Cut manual work
  • Automate sales, support, and finance
  • Centralize data for smarter decisions
  • Provide mobile-ready tools for field teams                                                                                                                                                                                                                                                                  Whether you're a tech startup in Brooklyn, a legal firm in Manhattan, or a distributor in the Bronx, our team configures Zoho to match your unique workflows and growth goals. We don’t just implement software — we create business systems that scale. From consultation to training to ongoing support, we’re with you at every step. Let us help you unlock your full business potential with Zoho.