How does Borg Desk Workplace ERP Work for SMEs (Small & Medium Business)?
Being a cloud software, Borg Suite is reachable to you round the clock from everywhere that is why it provides greater flexibility to work & monitor regardless of location & office timings. Borg Suite provides a Master User ID & Password to authorized person of the company. Borg Suite shall be accessible to all Pcs/laptops wherein Internet connectivity is available to login to the account to work or monitor /supervise. CXOs, Employee, Customers, Distributors etc can login to access their personal dashboard to work or supervise team performance from anywhere through the internet enabled device like PC, Laptop or Tab / mobile.
How Borg Desk Workplace ERP Works ?
Borg Desk Workplace ERP is an all-in-one cloud platform that automates, organizes, and streamlines the day-to-day operations of your business — from lead management to service delivery, sales, Orders, inventory, HR, invoicing, Production and customer support.
Core Workflow:
✅Capture Leads and Opportunities
✔Leads are auto-captured via Facebook, IndiaMART, WhatsApp, Website Forms, etc.
✔Sales team gets real-time notifications.
✅Assign & Track Tasks
✔Leads, tasks, or service tickets are automatically assigned to the right team members.
✔Everything is tracked in dashboards.
✅Sales Pipeline Management
✔Visual pipelines for sales.
✔Easy tracking of deal stages: New → Qualified → Proposal → Closed/Won.
✅Quotations, Orders & Invoices
✔Create quotations and sales orders directly inside the ERP.
✔Convert orders into invoices in one click.
✔Auto-send invoices to customers via WhatsApp or Email.
✅Inventory & Service Management
✔Manage product stock, batches, service requests, and AMC contracts.
✔Alerts for low stock and warranty expirations.
✅HRMS (Human Resource Management)
✔Manage employee attendance, tasks, leaves, and performance.
✔Payroll support (optional).
✅Customer Support & Ticketing
✔Clients can raise tickets from portals, email, or WhatsApp.
✔Tickets are auto-assigned and tracked till resolution.
✅Automated Reminders & Follow-ups
✔Automated WhatsApp or Email reminders for pending payments, service renewals, follow-ups, birthdays, anniversaries, etc.
✅Analytics & Reporting
✔Real-time dashboards for sales, service, finance, HR, and inventory.
✔Export reports easily for audits and reviews.
✅Mobile and Cloud Access
✔Use Borg Desk on web browsers, tablets, and mobile phones.
✔Data is securely stored on the cloud, accessible from anywhere.
Why It Works So Effectively ?
Automation: Reduces manual work by 80%.
Visibility: Complete visibility into every department.
Speed: Faster client handling = Better experience.
Scalability: Ready to support small to large growing businesses.
Accountability: Every action by teams is recorded and visible.
Simply put:
???? Borg Desk ERP acts as your business brain + hands + ears — managing processes in the background while you focus on scaling and growing your company.
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