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.

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.