Documentation

SokoCRM is built around time-based truth.

Once you understand assignments and cost history, you unlock the full power of your data.

Clients

The client entity is the simplest part of SokoCRM.

You can quickly add clients through a form, view them in a list, edit their details, and navigate to their profile.

Industry data is where things become powerful.
By organizing clients by industry, you unlock useful insights, KPIs, and charts that help you understand how your business performs across different sectors.

The client profile is where everything comes together.
It provides a complete overview of the client and all related business activity.

General business information

Key metrics such as total project revenue, project count, monthly income, and estimated yearly income

Projects overview

Resources assignments overview

Services assignments overview

This is the central place to understand the full relationship between you and the client.

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