Documentation

SokoCRM is built around time-based truth.

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

Introduction
Clients
Resources
Services
Projects
Demo Data

Projects

A project is something you sell one time, using your time and expertise.

Examples:

Maintenance
Hosting inConsultingfrastructure
SEO
Support

Project types

Projects are organized using:

Types

Define what kind of project is (e.g. Development, Migration, SEO, Support)

This structure helps you:

Keep projects organized
Categorize your offerings
Understand how your revenue is distributed

Creating and managing projects

You can:

Add new projects
Edit basic information
Assign them to clients
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