The CRM hub
The CRM (sidebar → CRM) manages the people you translate for and the work itself — the stuff you’d otherwise track in a spreadsheet.
On this page
What is in the CRM hub?
- Board — a kanban of documents-as-jobs. A Backlog column holds every untracked document automatically; the pipeline runs Quoted → In progress → In review → Delivered → Paid. Drag a card to change status; click it to open the document.
- Projects — every project with its client, document count, and next due date, expandable to its documents.
- Clients — your client book: contacts, notes, translation defaults, and a per-client detail page with linked documents and stats.
- Tasks — lightweight business to-dos (“send invoice,” “follow up”), with optional due dates and client links.
- Stats — pipeline composition, due-this-week and overdue counters, deliveries per month, and a per-client table.
What does the CRM hub not do yet?
If you’re on teams, a scope switch in the header narrows all five tabs to Personal or one team. Documents link to clients from the document menu, the board card, or by setting a client on a project. Quotes, rate cards, and invoices aren’t in the product yet — today the CRM does deadline and status tracking; rates and quoting are planned.
Are CRM clients the same as Transept users?
No. CRM clients are records of the people and companies you translate for — your customers, not Transept accounts. Creating one doesn’t invite anyone or grant access; to let a client actually see a document, send a review link.
What happens to my documents if I delete a client?
The documents and projects survive — they just lose the client link. Deleting removes the client record, its contacts, and its notes permanently, so use Archive when you only want the client hidden from pickers: it keeps the history and is reversible.
Does putting a document on the board change the document?
No. Dragging a card out of Backlog starts tracking it, and dragging it back (or “Remove from board”) stops — the document itself is untouched either way. Every untracked document sits in Backlog automatically, so an existing library is on the board from day one.
My document has three target languages — is that one job or three?
Three. Each language version is its own card, because each is a separate deliverable with its own work status and due date. The client, like the project, belongs to the document as a whole, so assigning one applies to every language version.
Can my team see my CRM clients and board?
Team members all see the team’s clients, board cards, and tasks, and creating a client or task while scoped to a team makes that team the owner. Personal work stays personal — the scope switch in the CRM header is how you move between the two views.
Still stuck? Ask Literess in the app, or write to [email protected].