XTRF’s Home Portal

End-to-end localization
management

XTRF’s Home Portal

End-to-end localization management

XTRF’s Home Portal is where you manage
all aspects of translation or localization projects,
from quotes and vendor management
to reporting.

What is the Home Portal?

The Home Portal is a hub for project managers, localization or vendor managers,
as well as the sales staff and the leadership team.

XTRF Portals - Home Portal, Client Portal, Vendor Portal

It’s an easy-to-use web-based portal that contains everything you need
to manage translation and localization projects, from start to finish.

XTRF Home Portal - dashboard

The dashboard is a great place to start.
It allows each user to customize the view,
adding widgets that show them exactly
what they need to know at a glance.

XTRF Home Portal

In the Portal, you can easily add and edit quotes, projects, clients, and vendors. Tailor and easily manage project workflows and select vendors to work on each aspect of the job. View, add, and edit client and vendor invoices and make payments. There’s even an in-built CRM functionality to help manage sales processes and projects.

XTRF Home Portal - Business Barometer

And the Business Barometer gives you an excellent insight into trends and different aspects of the business, such as turnover, ROI per client, tasks per language combination, and much more.

What is the Home Portal?

The Home Portal is a hub for project managers, localization or vendor managers, as well as the sales staff and the leadership team.

XTRF Portals - Home Portal, Client Portal, Vendor Portal

It’s an easy-to-use web-based portal that contains everything you need to manage translation and localization projects, from start to finish.

XTRF Home Portal - dashboard

The dashboard is a great place to start. It allows each user to customize the view, adding widgets that show them exactly what they need to know at a glance.

XTRF Home Portal

In the Portal, you can easily add and edit quotes, projects, clients, and vendors. Tailor and easily manage project workflows and select vendors to work on each aspect of the job. View, add, and edit client and vendor invoices and make payments. There’s even an in-built CRM functionality to help manage sales processes and projects.

XTRF Home Portal - Business Barometer

And the Business Barometer gives you an excellent insight into trends and different aspects of the business, such as turnover, ROI per client, tasks per language combination, and much more.

XTRF Client Portal - global access

How do you access it?

You and your staff can log in from any device with access to the Internet
with a password and username created for them
once a profile is set up in the system.

XTRF Client Portal - global access

How do you access it?

You and your staff can log in from any device with access to the Internet with a password and username created for them once a profile is set up in the system.


How do you benefit from the Portal?

    • Add, edit, and duplicate quotes
    • Approve or reject quotes and convert them into projects
    • Add receivables and payables using CAT tool file analysis
    • Add vendors, client, and project contact people
    • Add a quote expiration date
    • Edit the workflow, deadlines, rates, and invoicing terms
    • View and edit all projects, including those that are open, closed, requested, canceled, or have a complaint
    • Sort and filter projects based on various criteria such as status, client, deadline, project managers
    • View and edit individual jobs (i.e. proofreading and translation) within a project
    • Add files
    • Manage and change project workflows with the visual and drag-and-drop process designer
    • Create project templates
    • View feedback and job evaluation
    • View and edit client details, including contact people, account manager, pricing and tax details, CRM and sales data, language combinations, accounting, and CAT tools used
    • From a client record, click to see the quotes, projects, invoices, tasks, and opportunities assigned to that client
    • View, edit, and filter vendors, including their status, availability (including remaining capacity), evaluation, language combination, job type, and specializations
    • Filter based on the countries vendors are based in, whether they’re an individual, and whether they’ve worked for a specific client before
    • Filter based on vendor software, hardware, or CAT tool
    • On a vendor’s record, quickly see their competencies, rates, evaluation, jobs they’ve worked on, feedback, holidays booked, and qualifications
    • View and add client invoices and payments, and view client receivables
    • View and add vendor invoices and payments, and view vendor payables
    • Add and edit emails (including emails from a template)
    • Add and edit memos, plan tasks and events, and log calls
    • Memos, tasks, events, and calls logged can each include descriptions, deadlines, responsible people, and priority levels
    • Notify specific users about a memo, task, or event
    • Associate CRM elements to a specific project, client, quote, or vendor
    • Run a huge range of pre-built business reports, such as monthly quote conversion, monthly profit per salesperson, annual translation cost per language, turnover per client
    • Generate reports as a chart, table, or export as CSV
    • Edit pre-build reports to show just what you need
    • View and filter client feedback
    • View cash flow details

Customize the Home Portal to suit

There is a lot of scope for changing the Home Portal to suit how you and your teamwork.

To start off with, you can easily change how the Home Portal looks, adding your logo and company colors.
You can also choose to enable certain features, like time tracking and logging for Home Portal users.
And users can choose to change the display language, and other settings so it works just the way they want.

Beyond that, you can request specific customizations, such as:

  • set rules in forms
  • add dropdowns
  • checkboxes
  • automatically fill fields with specific data
  • widgets, tabs, buttons
  • hide data from certain users

Customize the Home Portal to suit

There is a lot of scope for changing the Home Portal to suit how you and your teamwork.

To start off with, you can easily change how the Home Portal looks, adding your logo and company colors.

You can also choose to enable certain features, like time tracking and logging for Home Portal users.

And users can choose to change the display language, and other settings so it works just the way they want.

Beyond that, you can request specific customizations, such as:

  • set rules in forms
  • add dropdowns
  • checkboxes
  • automatically fill fields with specific data
  • widgets, tabs, buttons
  • hide data from certain users

Eight major advantages to using the Home Portal

01

online
access

02

intuitive

03

add quotes
and invoices

04

project
management

05

define
workflows

06

manage
vendors

07

reporting

08

CRM tools

Eight major advantages to using the Home Portal

01

online
access

02

intuitive
.

03

add quotes
and invoices

04

project
management

05

define
workflows

06

manage
vendors

07

reporting

08

CRM tools

Are you an XTRF customer?

Do you want to see XTRF in action?

Are you an XTRF customer?

Do you want to see XTRF
in action?