Management System
Advanced workflow-based project management with 19 workflow stages for translation and interpreting projects. Coming Christmas 2025 with full macOS 26 compatibility!
Perfect for small teams: Designed for translation businesses with 1-5 team members and datasets under 5,000 contacts, providing complete CRM functionality in one integrated solution.
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
📸 Screenshot placeholder: Management Workflow View
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
Last updated: October 17, 2025