TraqWorx Lead Management for Translation Projects
Manage and convert leads with TraqWorx Lead Management. From first contact to conversion all in one place, a simple system. Designed for translation project workflows, TraqWorx helps teams nurture relationships and build a client pipeline.
Capture
Easy Lead Intake
Add leads for fast onboarding.
Convert
Convert Leads Seamlessly
Convert leads to clients or into existing accounts.
Visualize
Kanban
Track leads with custom Kanban View.
Unite your tasks, tools, and teams in a single location
Unify Leads for Productivity
No more scattered information. With TraqWorx you can add and track leads in one place, so your team can manage potential clients from start to finish. TraqWorx Lead Management gathers all the information so no lead falls through the cracks.
Add Leads with Ease
Add new leads to your system manually or with customizable forms shared with potential clients. By allowing leads to input their own information TraqWorx reduces manual entry and speeds up the onboarding process.
- Manual Entry: Add leads with basic information.
- Form Integration: Share custom forms with leads so they can add themselves to your system and team’s workflow.
Convert Leads to Clients in One Click
When a lead is ready to move forward, convert them into a client in one step. Save time by eliminating duplicate data entry, instead focus on building relationships and moving projects forward.
- Simple Conversion: Turn leads into active clients without duplicating information.
- Data Retention: All lead data is saved when converting to a client profile.
Organize Leads for Better Tracking
Organize leads by potential and existing clients. Link new leads to existing client projects so you can track growth opportunities and client engagement.
- Lead-Client Link: Link new leads to existing clients and keep client history intact.
- Project Growth: Build a clear pipeline by tracking new leads and existing projects.
Kanban View
TraqWorx Kanban View lets you see the entire lead management process. Prioritize tasks and manage leads at every stage from first contact to conversion.
- Visual Flow: The Kanban board organizes leads by stages so you can see where each lead is at.
- Customizable Stages: Configure Kanban views to suit workflows and project requirements.
What People say about TraqWorx?
Discover how TraqWorx has transformed workflows and empowered teams to achieve more.
TraqWorx has changed the way we manage translation projects. By consolidating our workflows we’ve reduced meetings and emails and our team can focus on what matters.
Alex Johnson
Why TraqWorx?
Translation project managers love TraqWorx. It helps them stay organized, develop relationships with clients, and simplify workflows. TraqWorx is the all-in-one translation project management solution.
Try TraqWorx today to simplify lead management and translation project workflows.
