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Curve Infotech

Services

Business Automation

Process automation across the tools a business already uses, including CRM, ERP, messaging, and customer engagement channels.

Business problem

Work stalls between systems. People re-enter data, chase status in chat, and lose track of which request is waiting.

Solution

We connect the systems that own the data and automate the handoffs. Messaging channels such as WhatsApp are used only where they are an approved customer channel, with a defined owner for the conversation.

Capabilities

  • Business process automation
  • CRM and ERP integration
  • Workflow automation
  • WhatsApp Business automation
  • AI customer engagement
  • Contact centre automation

Benefits

  • Fewer repeated data entries
  • A visible queue of work in progress
  • Customer conversations that stay attached to the system of record

Technologies

  • Integration APIs
  • CRM platforms
  • ERP platforms
  • Messaging APIs

Implementation approach

  1. 01Follow one process from request to completion.
  2. 02Name the system of record for each data item.
  3. 03Automate the handoff and keep an exception path.
  4. 04Train the team that owns the queue.

Questions

How does a business automation engagement start?

We start with a discovery conversation about the business problem, constraints, and what a useful outcome looks like. A written scope is agreed before delivery begins.

Can this be delivered with our internal team?

Yes. Work can be advisory, delivered by Curve Infotech, or shared with your team. The operating model is agreed during scoping.

Who owns the work product?

Ownership is defined in the statement of work. Commissioned deliverables are typically assigned to the client on payment, excluding pre-existing Curve Infotech tools and third-party software.

How is security handled?

Access, environments, and data handling are agreed up front. Production access is limited to what the engagement requires, and secrets are not stored in the application source.

Talk to our experts

Tell us about the business problem. We will reply with a scoped next step.

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