Documentation

SokoCRM is built around time-based truth.

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

Resources

A resource is something you sell that also has a direct cost.

Examples:

Servers

Hosting infrastructure

Licenses

Third-party tools

Resource types & providers

Resources are organized using:

Types

Define what kind of resource it is (e.g. Server, License, Domain, SSL)

Providers

Define where the resource comes from (e.g. AWS, Hetzner, Google Cloud)

This structure helps you:

Keep resources organized

Analyze costs by provider

Understand where your money goes

Creating and managing resources

You can:

Add new resources

Edit basic information

Assign them to clients

Track their cost over time

Cost history (very important)

Resource costs change over time. SokoCRM keeps a full history of these changes.

When a new cost is added:

The previous cost is automatically closed but the info is there.

The new cost becomes active.

Example
Jul 2024 – Jun 2025 → €51/month
Jun 2025 – Present → €65/month

Assignments (client pricing)

Assignments define how a resource is sold to clients

Each assignment includes:

Client

Price

Billing cycle

Start date

Optional end date

New client assignment (first time)

When assigning a resource to a client for the first time:

Select the client

Set the price

Choose the billing cycle

Define the start date

Save the assignment

Existing client (upgrade or downgrade)

If the client already has an active assignment and something changes

Close the current assignment (set an end date)

Create a new assignment with the updated price or terms

Note: Unlike resource costs, multiple assignments can exist simultaneously for the same client. This allows flexibility in representing real-world scenarios such as multiple services, resources, or overlapping plans.

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