CRM

Client Management

Contacts, activity history, and project tracking — all in one place. Know your clients, not just their invoices.

Store contacts, billing addresses, and communication preferences for every client. Find what you need without searching your inbox.

See every quote, project, and invoice for a client in chronological order. Full context for every conversation.

Track which language pairs, volumes, and services each client uses most. Spot trends and anticipate repeat work.

Tag clients by industry, region, or priority. Filter your client list to find exactly who you need.

Ready to try Client Management?

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