Leads & Pipeline

Track every translation opportunity from first touch to qualified deal. Filter by source, status, and value to focus your team where it matters most.

Lead filters

Quickly slice your lead list by channel, status, and value band to prioritize outreach.

Refine the lead list to focus on the most relevant opportunities.

Detailed view of all leads with key sales context.

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Capture a new opportunity while you’re on a call or responding to an email.

Create a new translation lead with the minimum details needed to follow up.

Log every inquiry as a lead, capture source, languages, and estimated value, then mark as New, Contacted, or Qualified.

For qualified leads, create a Quote linked to the lead and relevant ServiceOffering. Use word count and language pairs to estimate pricing.

When a quote is accepted, convert the lead into a ClientAccount and create a Project so the delivery team can schedule linguists.