Management System

Advanced workflow-based project management with 19 workflow stages for translation and interpreting projects. Coming Christmas 2025 with full macOS 26 compatibility!

Workflow Stages

TranslatorCRM includes 19 predefined workflow stages covering the complete project lifecycle:

Translation Workflow

• Offer Created: Initial offer prepared
• Offer Confirmed: Customer confirmed the offer
• Project Created: Project setup in database
• Translator Assigned: Linguist assigned to project
• In Progress: Translation work ongoing
• Proofreading: Quality control phase
• Internal Control OK – Ready for Invoice: Final internal check completed
• Invoice Created: Invoice generated
• Invoice Sent: Invoice delivered to customer
• Paid: Payment received
• Revision Requested: Customer requests changes
• Closed: Project completed

Interpreting Workflow

• Appointment Planned: Interpreting session scheduled
• Interpreter Assigned: Interpreter assigned
• Briefing Sent: Preparation materials sent
• Active Session: Interpreting in progress
• Performance Confirmed: Session completed
• Interpreting Invoiced: Invoice created
• Interpreting Paid: Payment received
• Interpreting Complaint: Customer complaint

Project Types

• Translation: Written translation projects
• Interpreting: Spoken language services

Workflow Management

• Context-Dependent Actions: Workflow buttons adapt to current stage
• Progress Tracking: Visual progress indicators for each project
• Defect Handling: Special workflow for customer complaints and revisions
• Project Reopening: Reopen closed projects for defect resolution

Performance Reports

• Interpreter Performance: Track session duration and quality
• Client Confirmation: Customer satisfaction tracking
• Comments & Notes: Detailed performance documentation
• Historical Data: Long-term performance analysis