What Borg Desk Workplace ERP Does? How Borg Desk facilitates Micro, Small & Medium Business ?
Borg Desk Workplace ERP is a comprehensive cloud-based ERP solution built specifically for service-based, project-based, and supply-chain businesses.
It centralizes your entire business operations onto a single, streamlined platform — saving time, reducing errors, improving team collaboration, and maximizing profitability.
Here’s how Borg Desk transforms your business:
1. Lead Management & CRM
✔Capture leads automatically from sources like Facebook, IndiaMart, WhatsApp, Websites.
✔Manage, nurture, and track leads in one dashboard.
✔Automate follow-ups, reminders, and qualification processes.
✅ Never miss a sales opportunity again!
2. Sales & Quotation Management
✔Generate quotations, proposals, and project estimates with ease.
✔Track quote approvals, negotiations, and deal closures.
✔Seamless pipeline management to convert leads faster.
✅ Shorter sales cycles and higher conversion rates!
3. Task Management
✔Create, assign, and track tasks across teams.
✔Monitor deadlines, priorities, progress status, and timeline history of every tasks.
✔Category of tasks can be customised & set task priority accordingly.
✅ Deliver tasks on-time, make checklist, and with full accountability!
4. Service Management
✔Manage AMC, warranty services, ticketing, and field service tasks.
✔Setup Service Level Agreements (SLAs) to ensure high-quality support.
✔Automate maintenance schedules, complaint handling, and resolution tracking.
✅ Deliver world-class service and delight your customers!
5. Inventory & Order Management
✔Track stock across multiple warehouses and branches.
✔Automate purchase orders, stock transfers, and minimum stock alerts.
✔Manage sales orders, service orders, and dispatches.
✅ Avoid stockouts, reduce wastage, and optimize inventory costs!
6. Invoicing & Finance Management
✔Generate GST-compliant invoices and automate billing.
✔Handle recurring subscriptions, AMCs, and service contracts.
✔Monitor expenses, payments, and profitability reports.
✅ Speed up cash flow and ensure financial transparency!
7. HRMS (Human Resource Management System)
✔Manage employee profiles, attendance, leaves, and payroll.
✔Timesheet tracking for billable/non-billable hours.
✔Employee task allocation and performance monitoring.
✅ Build a stronger, more productive team!
8. Customer Support & Helpdesk
✔Manage tickets, complaints, escalations in a structured system.
✔Improve TAT (Turnaround Time) with automated workflows.
✔Track customer satisfaction and build stronger loyalty.
✅ Happy customers = Growing business!
9. Project Management
✔Create, assign, and track projects and tasks across teams.
✔Create milestones & further divide them into activities with deadline.
✔Monitor deadlines, priorities, progress status, and resource allocation.
✔Project BOQ can be made ready as per approved Sales Quotation
✔List project resource requirement to HR as per site requirement.
✅ Deliver projects on-time, within budget, and with full accountability!
10. Production Module
✔Create Production Orders as per planning matching with client's requirement.
✔Production can also be create from sales team with corresponding sales Order.
✔Manage & Track raw material Inventory
✔PO Management, Request & Approval for procurement
✔Production Stages & other production related processes.
✅ Deliver Orders on-time, without wastages, and with full accountability!
11. Notifications, Alerts & Reminders
✔Auto-reminders for tasks, meetings, invoices, renewals, collections.
✔Custom notifications for different teams and departments.
✔WhatsApp, SMS, Email integrations for seamless communication.
✅ Stay updated without manual follow-ups!
12. Business Intelligence (BI) & Reporting
✔Advanced MIS Reports for every department.
✔Real-time dashboards to monitor sales, revenue, profitability, team performance.
✔Predictive analytics to identify trends and opportunities.
✅ Make smarter, faster, data-driven decisions!
13. Scalability & Customization
✔Modular design — add or remove features as needed.
✔Works perfectly for micro, small, or medium businesses.
✔No-Code Customizable workflows to match your business model.
✅ Grow without outgrowing your system!
Summary
Borg Desk Workplace ERP helps businesses automate, organize, manage, and scale — faster and smarter.
✅ Save Time
✅ Improve Efficiency
✅ Increase Profitability
✅ Deliver Better Customer Experiences
✅ Scale Your Business Without Chaos