Zusammenarbeit
The CRM hub
Vom Transept-TeamIf 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.
Hinzugefügt
- 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.
Haben Sie einen Wunsch oder hakt es irgendwo? Fragen Sie Literess in der App oder schreiben Sie an [email protected].