PROJECT

Translation agency ERP/CRM system for project, vendor, and client management

Custom web development, ERP/CRM platform design, Vendor and client management system, Project dashboard & workflow automation, Custom invoicing (Zoho API integration), Data analytics and reporting, Secure login and access roles, Internal chat & communication tools, File upload and tracking, Quality assurance tools, Admin, PM, and user-level control panels

  • Industry: Translation services
  • United States Location: United States
  • Delivery time: 13 weeks
  • Technologies: PHP, Materialize CSS
  • Rated: 5/5
4+ months

Summary

Problem

The client faced disorganized workflows and lacked clear project visibility.

Solution

2410 built a custom ERP/CRM system to centralize operations and improve collaboration.

Result

Project management became faster, easier, and more efficient.

Client story

As TaikaTranslations expanded, managing translation projects became chaotic. Data lived in emails, folders, and disconnected systems. Managers struggled with tracking progress, setting deadlines, and ensuring smooth vendor coordination.

They needed a unified internal system to track every translation job - from intake to delivery - with real-time access for clients, vendors, and project managers. That’s when 2410 stepped in. Together, they mapped out a clear vision and built a solution that centralized operations, improved visibility, and automated the busywork that once slowed them down.

Project overview

2410 developed a custom ERP/CRM system specifically designed for the complex workflow of a US-based translation agency. The solution was built from scratch to support multilingual, multi-step translation processes involving a global team of vendors and diverse client needs.

The system unifies clients, vendors, and managers into a single, secure B2B environment. A visual project dashboard offers real-time tracking, while a Gantt-style timeline simplifies deadline management and workload planning. The platform integrates directly with Zoho Books for seamless invoicing and accounting workflows.

Designed with Material Design principles, the UI emphasizes clarity and ease of use. With dynamic charts, smart automation, and modular scalability, the platform adapts as the agency grows - turning once-fragmented operations into a well-orchestrated system.

The client emphasized flexibility, quality, and timely delivery throughout the process. 2410 provided professional collaboration, delivering a tailored system exceeding expectations. With a strong communication loop and a clear technical task in place, the development ran smoothly. The client valued the quota system for mid-project improvements and described 2410 as highly responsive and proactive in suggesting enhancements.

- Translation agency in the USA

Key features delivered

  • Secure login system
  • Role-based dashboards for PMs, vendors, clients, and admins
  • Vendor/client profile management
  • End-to-end project lifecycle system
  • Drag & drop task flow for PMs
  • Smart filters and data-driven reporting
  • Integration with Zoho Books for accounting
  • Communication module (chat, email popups)
  • Timeline view with color-coded task progress
  • Quota-based change system for agile edits during development
  • Responsive interface built with Materialize CSS

Technology stack

PHP Materialize CSS MySQL

The result

The custom-built translation agency project management system by 2410 brought a clear transformation to TaikaTranslations' operations. It consolidated previously scattered workflows into a centralized platform, enhancing clarity, speed, and collaboration across teams.

With a secure login page and role-based access for Admins, Project Managers, Clients, and Vendors, each user saw only what they needed—streamlining privacy and usability.

Login Page Screenshot

Login Page Screenshot

Tip: Use the dashboard's real-time project blocks to instantly check progress and update task status with drag-and-drop.

The Control Panel became the hub for operations. Projects are sorted by status—Pending, Active, and Completed—making workload management intuitive and visual.

Dashboard Screenshot

Dashboard Screenshot

A built-in Gantt-style timeline visualizes deadlines, language pairs, and production stages, allowing managers to keep tabs on every moving part of a multilingual order.

The Projects page offers deep insights, including:

  • Client and manager info
  • Project instructions
  • Uploaded files with word counts and service tags
  • Editable statuses and internal comments
  • Invoice details synced with Zoho Books
Projects Page Screenshot

Projects Page Screenshot

Each user type (Client, Vendor, Manager, Admin) gets a customized Profile Page. Vendors can self-manage their skillsets and availability, helping managers match talent with project needs faster.

Vendor Profile Screenshot

Vendor Profile Screenshot

To support continuous improvement, the system offers dynamic analytics dashboards. Admins can choose what metrics to measure—like vendor efficiency or customer revenue—by configuring the axes and data sources.

Dynamic Charts Screenshot

Dynamic Charts Screenshot

Note: This flexibility in analytics empowers the agency to make data-driven decisions without developer dependency.

Ultimately, 2410’s custom ERP/CRM system replaced chaos with structure. Managers now handle multiple projects, vendors, and clients in one interface—cutting delays and boosting efficiency.

The system is modular, scalable, and ready to evolve alongside the agency's future needs.

Thinking about building a similar system?

The following questions relate to clients considering a similar custom ERP/CRM system tailored to translation agencies or other service-based businesses with complex project workflows, vendor collaboration, and client communication.