Email Alert - Welcome email alert to prospect at the time of conversion in to customer
It’s another best effort by an enterprise to send welcome email containing brief info about company, Services & products. This email leaves both emotional & professional impression on new customers. This mail also makes your new customers aware about your other products & services (if any) which also helps to boost sales volume.…
Email Alert - Auto email alert to customers for due payment reminder after due date
This is one of the crucial part to recover payment from customer after delivery of products or service. It becomes very sensitive when we avoid to remind by call or intentional written email reminder to our customer.…
Email Alert - Thanks Alert to customer's registered Email ID after update of received payment
It’s very important to thank everyone when we receive anything from others That bounds emotionally to each other. Same thing goes with company & customer relationship. When we receive payment from our valuable customer, It’s our moral duty to send thank as a confirmation messages to customer .…
Email Alert - Daily Account Summary Alert on Registered Email ID
Borg Suite Sends daily account summary alert in the registered email Id updated in the “Manage Profile” Side menu of Admin Setup. To update Email ID to receive daily account summary- This daily mobile alert is sent to the mobile number which is configured in the blow location-…
How can I go ahead with the basic setup of my new account with BORG?
Borg Suite offers a step-by-step guide to complete your basic setup, allowing you to proceed with using the various modules. This guide is part of the Admin setup dashboard and covers essential options like managing your profile, customers, vendors, and services (if applicable). Additionally, it helps you configure module settings for notifications and alerts.…
Where can I update company details, GSTIN & PAN?
To meet GST compliance, Borg Suite allows you to maintain GST details in order to create GST Invoice for sales & Service. Login to your account with User Name & Password. After Login, You would be landed to Admin Set up window of Borg Suite In the Side Menu, Manage Profile menu will be there to update your GSTIN & PAN details under Company Information as shown below- …