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.
It’s an easy-to-use web-based portal that contains everything you need
to manage translation and localization projects, from start to finish.
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.
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.
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.
It’s an easy-to-use web-based portal that contains everything you need to manage translation and localization projects, from start to finish.
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.
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.
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.
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 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?
Quotes
- 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
Projects
- 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
Clients
- 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
Vendors
- 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
Invoicing
- View and add client invoices and payments, and view client receivables
- View and add vendor invoices and payments, and view vendor payables
CRM
- 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
Reports
- 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