How can we help?

Go to your workspace address and enter your work email. We send you a six digit code, you type it in, and you are in. There is no password to create, remember, or have stolen.

The code is valid for a short window. If it expires, just request another one.

That means the sign-in worked but your email address has not been invited to any workspace yet. Access is invitation based: an administrator at your company has to add you before you can get in.

Ask whoever runs Trazer at your company to invite you, and make sure they use exactly the email address you are trying to sign in with. An invitation to a different address, even a forwarding alias, will not match.

No, and this is deliberate. Workspaces are created and configured with you, not spun up automatically. That is how your branding, your email domain, your tax details and your first administrator all get set correctly before anyone starts entering real deals.

If you do not have a workspace yet, request access from the website and we will set one up.

Every workspace has its own web address in the form yourcompany.<platform domain>. Your administrator will have it, and it is worth bookmarking, because that address is what tells the system which workspace you are signing into.

Yes. The whole thing is responsive, and it installs as an app on both desktop and mobile. Open your workspace address in your phone browser and choose Add to Home Screen, and it behaves like a normal app with its own icon.

There is no separate app store download. It is the same system, just installed.

Partly. It installs like an app and will open, but Trazer is a live shared system, so viewing current data and saving changes both need a connection. Treat it as an online tool.

Start with My Day, which is the daily home screen: what is overdue, what has gone quiet, and what is waiting on you.

Then look at the Pipeline to see the deals in flight. If you are an administrator, go to the Admin console and set your tax details, currency, assignment rules and proposal templates before your team starts entering real work.

Yes. Your workspace carries your logo, your accent colour, your sidebar colour and your typeface, and they are applied before anyone even signs in, so the login screen already looks like your company.

Branding is set up for you when your workspace is created. If you want it changed, contact us with the new assets.

Yes. Your registered legal name, your TRN and your currency appear on proposals, NDAs, invoices and the client portal. Your clients see your business, not ours.

Your legal name is set at workspace level, so it stays consistent across every document rather than depending on who generated it.

No, and that is worth understanding. Counters run per workspace, so your references belong to you alone. Another company using Trazer can hold their own OPP-2026-041 at the same time as you hold yours, and the two never collide or get confused.

Yes, but it is not a self-service setting because the address is tied to how sign-in and inbound email routing work. Contact us and we will change it and make sure nothing breaks in the process.

There are two style options, Classic and Meta, and each has a Day and a Night version, so four combinations. Your workspace branding sits on top of whichever you choose.

This is a personal preference per user, not a workspace-wide setting, so your choice does not affect anyone else.

Super Admin holds the workspace and can do everything, including managing people. Admin manages day-to-day configuration. Leadership sees across the whole business including finance and forecast. Sales Owner works deals. Solution Lead handles scoping and technical input. Project Manager runs delivery. Finance handles invoicing and posting to your books. Compliance Owner handles NDAs and the compliance stage.

A person can hold more than one role where that matches how your team actually works.

In the Admin console, open Users and Roles, add the person's email address, and choose their role or roles. That creates an invitation against your workspace.

Important: the system does not currently send the invitation email for you. Tell the person directly that they have been added and give them your workspace address, otherwise they will never know to sign in.

Because your role does not include them. Access is decided by role, and it is enforced in the database rather than just hidden in the interface, so there is no way to reach a screen your role does not permit.

If you need access, ask a Super Admin or Admin to add the appropriate role to your account.

In Users and Roles, remove their membership. They immediately lose access to the workspace, and their historical activity stays intact in the records and the audit log, which is what you want for continuity.

Removing someone frees up their seat straight away.

Yes. A pending invitation can be withdrawn from Users and Roles before it is accepted, and doing so releases the seat it was holding.

The system will not let a workspace be left without an active Super Admin, because that would lock everyone out of managing it with no way back in short of contacting us.

If you are handing over ownership, add the new Super Admin first, confirm they can sign in, and then remove the old one.

Yes. A seat is held from the moment the invitation is created, not from when the person first signs in. That prevents a workspace from quietly issuing more invitations than it is paying for.

If you are close to your limit, withdraw any invitations that are no longer needed.

Lead, Qualified, Discovery, Compliance, Proposal, Won and PO, Delivery, then Invoiced and Paid.

Compliance being a real stage rather than an afterthought is deliberate: the NDA gets generated and tracked before anything commercial goes out.

Your workspace has a lead capture endpoint, and the Admin console gives you an embeddable form snippet to drop into your website. Submissions land straight in your pipeline.

The same endpoint works as a webhook target, so you can pipe Meta lead ads or anything else into it through Zapier or Make.

The capture endpoint has several protections: a hidden honeypot field that bots fill and humans never see, rate limiting by address, a cap on payload size, and an hourly flood cap per workspace.

It is not a guarantee against a determined attacker, but ordinary form spam does not get through.

Whatever you configure. There are three modes: round-robin, which shares leads evenly across a group; a fixed owner, where everything goes to one person; and creator-owned, where whoever entered it keeps it.

Assignment rules live in the Admin console. The point is that every lead has an owner from the moment it arrives, rather than sitting unclaimed.

Yes. Saved views are per user, so you can keep your own working set without changing what anyone else sees.

Yes. An administrator can create custom fields from the Admin console, and they appear alongside the standard ones.

It is a score out of 100 built from five signals you can inspect: how recently there was activity, how fast the deal is moving through stages, its value, how many contacts you have at the account, and how often they respond.

There is no machine learning and nothing hidden. The score is deterministic, which means the same deal in the same state always produces the same number, and you can always see why.

It means nothing has happened on that deal for fourteen days. Deals rarely die from a refusal, they die from nobody noticing that two weeks went past, so the flag surfaces them before that becomes terminal.

It answers plain language questions about your pipeline. Ask which deals went quiet for two weeks, or what is waiting on approval, and you get a direct answer with clickable citations to the actual records, so you can verify it rather than take it on trust.

It only ever sees what your role permits. Somebody in sales cannot ask their way into finance data.

No. Every draft it produces carries a review watermark until a person clears it, and nothing leaves the system without human approval. It drafts, extracts, scores and ranks, then waits for you.

Yes. Every AI call is metered against your workspace, so your administrators can see usage rather than guess at it.

AI runs on a key that has to be enabled for your workspace. If that has not been done, the affected features fall back to their rule-based behaviour rather than failing loudly, which is why it can look like nothing is wrong.

Contact us to have it switched on. Deal scoring, stale flags and the digest keep working either way, because those are rule based rather than AI generated.

A prioritised brief on My Day: what is overdue, what has gone quiet, and what is waiting on you. It is computed from your actual pipeline, with an optional AI written summary on top.

After a call, dictate or paste your notes. The system pulls out the contacts mentioned, the commitments made and the tasks with their dates, and proposes them against the deal.

You review before anything is saved. Nothing lands on the record without you accepting it.

Three bands, worst case, likely and best case, weighted by stage probability, plus risk flags on deals that threaten the number.

The likely figure reconciles exactly to the sum of deal value multiplied by stage probability, so you can always tie it back rather than wondering where a number came from.

You upload your own approved Word templates once. When you generate a proposal, the template is filled from the deal itself: client, scope, pricing, VAT and your legal identity.

The output is a normal .docx file, so you can make final edits in Word before sending if you want to.

Product, Project, Services and Tender, plus any custom categories you create. Templates live in your workspace library and are only visible to your workspace.

No. Document numbers are issued by the database atomically, which means even if two people click generate in the same second they get different numbers. There is no gap where a duplicate reference can slip through.

Compliance is a stage in the pipeline, so a deal passes through it before anything commercial goes out. The NDA or NCNDA is generated from your approved template, auto-filled from the deal, and tracked to signature.

Because it is a stage rather than a checkbox, it cannot be skipped without that being visible.

In your workspace's own storage area, filed under your workspace and the deal they belong to. Access is governed by the same role rules as everything else.

No other workspace can reach your files.

Yes, upload a new version. Documents already generated keep the wording they were generated with, which is what you want: a proposal you sent last month should not silently change because the template was edited afterwards.

You record the PO and a project is created carrying the deal's full history: the scope, the commitments, the documents and the email trail.

This is the handoff that usually breaks in other systems. Here the delivery team starts with everything sales promised, rather than a forwarded email thread.

Raise a change request against the project. It gets priced, approved and recorded, which turns an awkward conversation into a documented one.

The value of doing this consistently shows up at the end of the quarter, when the work you absorbed for free is visible instead of invisible.

Milestone by milestone against the project, with a closure flow at the end so projects get finished properly rather than fading out.

Yes, feedback is captured against the project, so it sits with the work it refers to rather than in somebody's inbox.

One engine handles it, and it supports both inclusive and exclusive pricing. You choose which applies on the deal, and the calculation follows from there consistently.

The rate is frozen onto each invoice at the moment it is issued. If a rate changes in future, your historical invoices keep the rate that applied when they were raised, which is what your accountant and an auditor both need.

Ten: AED, SAR, QAR, KWD, BHD and OMR across the Gulf, plus USD, EUR, GBP and INR.

A deal runs in its own currency with its exchange rate frozen at the point of agreement, so your margin reporting reflects what you actually earned rather than what today's rate suggests.

A great deal. AED 100,000 inclusive of VAT nets you AED 95,238. AED 100,000 plus VAT nets you AED 100,000. Same headline number, different money.

Setting it once on the deal, rather than leaving it to whoever builds the quote, is what stops that difference turning up as a surprise at filing.

The finance area tracks unbilled work, so it is a list rather than an investigation. This is usually the quietest cash leak in a project business, because it never shows up as a loss, only as revenue that never arrived.

It is set at workspace level and appears on your documents and in the client portal automatically. Nobody retypes it, which removes a common source of errors on tax documents.

Yes, reports export to CSV, so you can take anything into a spreadsheet or hand it to your accountant.

From an invoice, use Post to accounting. The system finds or creates the matching customer in Zoho Books, posts the invoice with its VAT rate frozen as issued, and writes Zoho's invoice ID back so both systems agree on what happened.

Zoho Books stays your accounting system of record. Trazer does not try to replace it.

No. Trazer runs your full promise-to-cash flow without it. The integration is there for teams that already keep their books in Zoho and do not want to retype invoices.

Finance, Leadership, Admin and Super Admin. It is deliberately not open to everyone, since posting to your accounting system is not a reversible click.

The most common cause is that the Zoho connection has not been set up for your workspace yet, or its credentials have expired and need reauthorising.

Check with your administrator first, and contact us if the connection looks correct but posting still fails.

Your own verified domain, not ours. Your clients see mail from your business.

The domain has to be verified once during setup. Until that is done, sending is not enabled for your workspace.

The reply routes back to your workspace and threads onto the right deal, then appears in your triage queue in My Day with a notification.

That closed loop is the point: the conversation stays attached to the deal rather than living in one person's inbox.

No. Inbound mail is routed by the verified domain that owns the recipient address. Mail for a domain that no workspace owns is rejected outright rather than being filed somewhere plausible.

Rejecting is deliberate. Delivering a client reply into the wrong company's workspace would be far worse than a bounce.

Not yet. Attachments are logged by name against the deal, so the record shows what was meant to be sent, but the file itself does not go out with the message.

For now, send documents from your normal mail client, or share them through the client portal.

Yes, shared email templates live in the workspace so everyone works from the same wording.

No. Deal email runs on its own sending identity, so your core company mail is not in the blast radius if something needs changing or pausing.

A read-only link you share with a client so they can follow their own work: proposal status in plain language, project progress, and their invoices.

It usually removes the recurring where-are-we email, because they can look for themselves.

Your internal notes, deal scores, health flags, forecasts and team discussions. None of that is on the portal.

They see the status of their own work, described in plain language, and nothing about how you run your business internally.

Yes, at any time, and it stops working immediately. Every link you create is also recorded in the audit log, so you can see who shared what and when.

No. The link works on its own, which is deliberate: asking a client to create an account to check their project status is friction that stops them using it.

Every record carries the tag of the workspace that owns it, set at the moment it is created and impossible to change afterwards. Access rules are enforced inside the database itself, not in the interface.

That distinction matters. Interface-level separation can be worked around; database-level separation cannot. Holding a role in one workspace grants nothing in any other.

No. Platform operators can see aggregate counts for support and billing, things like how many people and how many deals. They cannot see your deals, your documents, your emails or your conversations.

The usage view was built to return counts only, rather than rows.

Sensitive actions, written by the database itself rather than by the application. That means an action cannot be performed without the log entry happening too, and the log is append only, so entries cannot be edited or deleted afterwards.

Administrators can review it from the Admin console.

Not yet, and we would rather say so plainly. Sign-in uses a one-time code sent to your email, which means there is no password to leak or reuse, but it is not the same as proper two factor authentication.

Real authenticator-app support is a planned upgrade.

Remove their membership and their access ends immediately. Their past activity stays in the records and the audit log, which is what you need for continuity and for any later question about who did what.

Yes. Reports export to CSV, and your documents are your documents. If you need a full export, contact us and we will arrange it.

Pilot is free for up to five people and is meant as an evaluation workspace. Starter is $49 a month for up to ten. Growth is $149 a month for up to twenty-five. Enterprise is custom priced with unlimited seats.

Every plan includes the entire platform. Seats are the only thing that changes, and no feature is held back to sell you later.

Every active member plus every pending invitation. Someone who has been invited but has not signed in yet is still holding a seat.

The next invitation is refused, with a message telling you how many seats are in use. The limit is enforced by the database, so a workspace cannot quietly drift over what it is paying for.

Either free a seat by removing a member or withdrawing a pending invitation, or contact us to move up a plan.

Contact us and we will change your plan and seat count. It takes effect immediately, and the new seats are available straight away.

Plan and seat settings are deliberately not editable inside your workspace, so that a commercial change is never made by accident from an admin screen.

Billing is arranged with us directly. There is no card to enter and no online checkout, which also means there is nothing to accidentally auto-renew.

Your current plan, your seat count and your expiry date. It is read-only for tenant administrators, so everyone can see the commercial position without anyone being able to change it from inside the workspace.

Check the spam folder first, since one-time codes often land there the first time. Confirm you used the exact address that was invited, and that you are on your own workspace address.

Codes expire after a short window, so if a few minutes have passed, request a fresh one rather than using the old code.

Almost always a role change. Ask an administrator to confirm which roles your account currently holds.

If a workspace is suspended it stops resolving everywhere, for everyone, including in the database. That is usually a billing or account matter rather than a fault.

Contact us and we will tell you exactly what the position is.

That is what the audit log is for. Sensitive actions are recorded with who did what and when, and the entries cannot be edited or removed afterwards. Administrators can review it from the Admin console.

There is no in-app switcher yet. Which workspace you land in is determined by the address you sign in at, so go directly to the address for the workspace you want.

Bookmark both addresses separately, which is the practical workaround until a switcher exists.

Updates are pushed live, so this is unusual. Refresh first. If it persists, it is worth reporting, since a genuine sync problem is something we want to know about.

Being direct about this is more useful than discovering it mid-deal. Not currently available: two factor authentication; a workspace switcher; sending email attachments, which are logged by name only; automatic invitation emails, so you have to tell invitees yourself; Arabic or right-to-left support; and online payment collection.

Several of these are planned. Ask us where something sits if it matters to your decision.

No. You can store a WhatsApp number as a contact detail, but there is no messaging integration, and we would rather say that than imply otherwise.

No. Deal email runs through your own verified sending domain inside Trazer rather than syncing with your mailbox, and there is no calendar integration.

No. The portal shows invoices, but there is no payment collection. Clients pay you by your normal method.

Not yet. The system handles Gulf currencies, VAT and TRN, but the interface itself is English only and does not support right-to-left layout.

Contact us with your workspace name, what you expected, what happened, and roughly when. If there is an error message on screen, the exact wording helps more than a description of it.