The Push Alerts Module in an ERP like Borg Desk plays a critical role in automation, visibility, and proactive business management. It ensures that the right people are alerted at the right time, through the right channel — keeping operations smooth and decisions timely.

What the Push Alerts Module Does ?

✅ Automated Notifications for Key Events
Triggers alerts for critical business actions such as:
✔New lead captured
✔Payment due
✔Task assigned or overdue
✔Order confirmed or dispatched
✔Stock below threshold
✔Invoice generated or pending

Purpose: Keeps teams, clients, and managers instantly informed.

✅ Multi-Channel Communication
Alerts are sent via:
✔WhatsApp
✔Email
✔SMS
✔In-app notifications

Purpose: Ensures message delivery to the most effective channel.

✅ Module-Based Targeting
Alerts are configured for specific:
✔Modules (Sales CRM, Accounts, Service Desk, Inventory, Task Force, HRMS etc)
✔Events (Greeting Mails, Welcome Mail, Payment Reminders, Order status change alerts etc)

Purpose: Prevents noise. Only relevant Module gets relevant alerts.

✅ Customizable Templates
Messages include dynamic tags like:
✔Hello {{user_name}}, you have a new lead from {{source}}.
✔Fully customizable tone and content to match your brand.

Purpose: Personalization = better response rates.
 

Admin

May 28, 2025

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