Your Client Relationship Hub for Translation Success
Awtomated’s CRM is created to face the real challenges of Language Service Providers. From the moment of the first inquiry for translation projects to building long term client partnerships, our CRM helps you build stronger relationships, streamline your sales pipeline, and ensure every client interaction is a step forward towards growth.
Lead & Deal Management
Keep your sales pipeline clear and moving. Our Lead & Deal Management features supports your sales team focus on priority aspects, track progress of every stage of the pipeline and turn more leads into valuable translation projects.
- Capture new translation leads from all sources (website forms, Emails, direct inquiries).
- Assign leads to sales representatives and set up automated follow-up reminders.
- Track the status of each opportunity through customizable sales Pipeline (e.g., Prospecting, Needs Analysis, Quoting, Negotiation, Won/Lost).
- Easily create new deal for each potential translation project
Unified Client & Company Profiles
All the information you need about every client and their companies in one place. Our Unified Client & Company Profiles gives your team instant access to preferences, project history and communication logs. This perspective enables a tailored service and proactive engagement, critical for complex translation projects.
- Dedicated Client Portal
- Easily add and manage an unlimited number of client contacts and their parent companies.
- Track full history of quotes, projects, invoices, and Emails
Communication & Collaboration
Make communication seamless and external. Awtomated’s integrated tools keep your sales, project and translation team on the same page aligned on clients’ needs. Less misunderstandings, faster response and improved client satisfaction.
- Send and receive emails directly within Awtomated, linked to client and project records.
- Log calls and meetings, and add internal notes for team collaboration.
- Provide a client portal for secure document exchange and real-time project updates.
Notifications & Real-Time Updates
Never miss an update. Ever. Everyone gets the right information at the right time. Vendors know when the project is ready, translators are up to date with their deadlines and in case something gets behind schedule, Awtomated will let you know immediately.
- Send Estimates and Offer
- Manage Deals (manage your Sales Pipeline and engage your clients
- Maintain Clients and Companies
- Client Portal
Use Cases Tailored to Your LSP Type
Who Benefits from Awtomated’s CRM?
Awtomated’s CRM is a strong tool for diverse teams within a translation company, allowing them to work together more effectively to attract, retain, and grow their client base.
- Quick setup for small projects
- In-app reminders = fewer delays
- Manage multilingual jobs solo
For Boutique LSPs
Awtomated manages more projects without all the administrative work. You know who is responsible for each task, what is due and what is lacking.
- Auto-vendor matching saves hours
- Clear roles and task visibility
- Scale operations without scaling chaos
For Mid-Large Translation Companies
No more status calls, just control. Awtomated offers a centralized view across teams and departments, built in accountability tools and permission controls that ensure that everything is running smoothly.
- Detailed audit trails and accountability
- Assign and monitor jobs across 50+ vendors in real time
Integrations & Compatibility
Works with your stack. No switching tools
Have a question?
We are here to answer.
Awtomated’s CRM helps you manage client preferences by storing language pairs, specific glossaries, style guides, preferred linguists, and project-specific notes directly in clients profiles. This creates and grows trust, ensuring that every translation project meets each client’s expectations.
Yes. Awtomated supports data import from various formats (e.g., CSV) or connect through integrations. Our support team will assist in securing an accurate migration.
Awtomated priority is to ensure data security and privacy complies with global data protection regulations (e.g., GDPR, CCPA). We use strong encryption, access controls, and frequent security audits to keep sensitive client information stored within the CRM protected.
Yes, Awtomated integrates with popular email platforms like Microsoft Outlook and Gmail. This allows for automatic logging of client communications directly into their profiles for full visibility.