Transept
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Collaboration

The CRM hub

From the Transept team
The CRM board.

If you translate for clients, you’ve been tracking the work somewhere else — a spreadsheet, a notes app, your head. The new CRM hub (in the sidebar) brings it inside Transept.

Quotes and rate cards aren’t in the product yet — today the CRM does deadline and status tracking, with rates and quoting planned as a fast follow.

Added

  • Board — a kanban of your documents-as-jobs, from Backlog through Quoted → In progress → In review → Delivered → Paid. Drag a card to change status; click it to open the document.
  • Clients — a proper client book with contacts, notes, per-client translation defaults, and a detail page that links every document and rolls up stats.
  • Projects, Tasks, and Stats — group documents by engagement, keep light business to-dos, and see pipeline composition, what’s due this week, and deliveries per month at a glance.
  • A scope switch in the header narrows all five tabs to Personal or one of your teams.

Have a request or hit a snag? Ask Literess in the app, or write to [email protected].