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Win the quote.Keep the margin.

Rekozo is the sales CRM for teams that sell by quotation. Price every line, see the profit, get approval and follow the order until the money arrives. Each deal keeps its quote, margin, order and payments together, in place of Excel sheets and WhatsApp groups.

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A Pune deal in INR, with CGST and SGST.A Dubai deal in AED, with VAT 5%.

Deals CCTV upgrade, Bhiwandi warehouse

Quote Q-2026-0418, version 1

Customer Sharma Facilities Pvt Ltd, PuneOwner RMRahul Menon

Lines4

INR
4MP IP dome camera
CAM-4MP-DM-IR28
24
Unit7,050.00
1,69,200.00
16-channel NVR, 8 TB
NVR-16CH-8TB-4K
2
Unit55,600.00
1,11,200.00
Cat6 cable, 305 m box
CBL-C6-UTP-305
6
Unit8,950.00
53,700.00
Installation and commissioning
SVC-INST-CCTV
1
Unit86,000.00
86,000.00
Subtotal4,20,100.00
-21,005.00
5%
Net3,99,095.00
CGST 9%35,918.55
SGST 9%35,918.55
TotalINR4,70,932.10

Change a quantity or the discount. Below 22% margin, the quote waits for approval.

Bring a quote like this one. We will build it in Rekozo with your margin rule and your tax.

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Everything from enquiry to payment, in one place.

When leads sit in a notebook, prices in Excel, quotes in Word and payment dates in another sheet, every figure is typed again and mistakes cost margin. In Rekozo, the six parts below share one customer, one deal and one set of figures, so a won quote becomes the order without anyone typing it again.

  1. PipelineYour own stages with a win chance on each, and seven quick actions on every card.
  2. Quote and marginCost, profit and margin on every line. A quote below your margin rule waits for approval.
  3. OrdersA won deal becomes an order by itself, with a handler, PO checks and delivery stages.
  4. ReceivablesWhat each customer owes, the payments you expect and who to chase today.
  5. WhatsApp and emailMessages and email replies land on the right customer and the open deal, not on one phone.
  6. ImsaThe AI assistant in Rekozo: priced drafts from supplier offers, a morning brief and answers from your figures.

From a WhatsApp message to money received.

A quotation deal passes through many hands between the first message and the payment. Each handoff by phone, email or a WhatsApp group is a chance to lose a figure or a day. Follow one deal below, from the enquiry to the money received, on one record that sales, managers, Ops and Accounts all work from.

  2. How supplier offers are compared
KRVI
Khalid RahmanVikram Iyer
Al Noor Facilities LLC, DubaiSharma Facilities Pvt Ltd, Pune
CCTV upgrade, Al QuozBhiwandi warehouse
Open deal, matched by phone number
Qualified
3 messages saved to the deal timeline

That is the whole path, from the first message to the money. We will show each step with one of your own deals.

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Imsa, the AI assistant in Rekozo.

Imsa does the slow reading and typing for your team: supplier offers, long reports and the morning check of what needs attention. It works on your own figures, inside each person's permissions, and a person checks every draft before anything is saved or sent. Imsa suggests, and people decide.

Ask ImsaPipeline
Which quotes over AED 50,000INR 10,00,000 have had no reply for a week?
Three quotes, AED 214,600 in total.Three quotes, INR 48,70,000 in total.
Dubai Metro FacilitiesPowai Facility ServicesAED 86,400INR 19,60,00011 days
Sharjah Logistics HubNashik Logistics ParkAED 71,900INR 16,30,0009 days
Fujairah Port ServicesNhava Sheva Port ServicesAED 56,300INR 12,80,0007 days
From your quotes and replies, updated 08:40
Ready this morning
  • 3 quotes run out this week.Explain
  • Marina Tower Owners has not replied for 9 days.Baner Heights Owners has not replied for 9 days.Explain
  • Gulf Pearl Hotels paid AED 28,400 yesterday.Deccan Pearl Hotels paid INR 6,45,000 yesterday.Explain

  • Paste an offer, get a priced quote

    Paste a supplier email, WhatsApp message or price list, or type what the customer needs. Imsa drafts the priced quote lines with your markup, so nobody types an offer line by line.

  • Compare suppliers, check every price

    Paste several offers into one box. Imsa compares the suppliers at the quantity your customer needs, by price, delivery or warranty. Every price is checked against the supplier's own words before you can use it.

  • A morning brief and answers from your figures

    Every morning at 7:00, each person's home shows a brief, and Explain opens the sum behind each headline figure. Ask Imsa a question on any page. The deal coach suggests the next step.

Read about Imsa

Everyone opens Rekozo to their own day.

A shared list of deals makes every person hunt for their own work. Rekozo opens on a home for each role, Owner, Manager, Rep, Accounts and Ops, with the figures that role needs. Each home starts with a Needs you list of the items waiting on that person, so the day starts with the next action.

Company revenue against target, gross profit and money received this month, across all offices. Needs you lists late payments, approvals and orders without a handler, so you stop asking each team for a report.

FHAM
Good morning, FaisalGood morning, Arjun
Tuesday 10 November
This monthAll offices

Needs you

4 items
  • Gulf Star Trading, payment lateWestern Star Trading, payment lateAED 64,200, expected 23 OctINR 14,60,000, expected 23 Oct18 d
  • Q-2026-0411 waiting for approvalMargin 19.8%, Marina Tower BMSMargin 19.8%, Baner Heights BMS3 d
  • 3 orders without a handlerAbu Dhabi officeMumbai office2 d
  • Emirates Cold Chain AMC renewsKonkan Cold Chain AMC renewsAED 96,000 a yearINR 21,80,000 a year1 d
Revenue against target
AEDINR1.42M3.22Cr
79% of AED 1.8M79% of INR 4.1Cr
Gross profit
AEDINR338k76.7L
Margin 23.8%
Received this month
AEDINR612k1.39Cr
41 payments

Pipeline by stage

Open value
QualifiedAED 2.10MINR 4.77Cr
QuotedAED 1.51MINR 3.43Cr
NegotiationAED 870kINR 1.97Cr
Won this monthAED 1.42MINR 3.22Cr

Ten reasons in four themes

Why teams choose Rekozo.

Quotation teams lose margin in price sheets, orders in handoffs and cash in late payments. The ten points below show how Rekozo fixes each one, grouped in four themes. Each point comes with a short moment from the app. A grey tag shows what a typical SMB CRM needs for the same result.

Quote with your margin in view

Cost, margin and gross profit per line. Staff without cost permission never receive cost. You see the profit while you price, in place of working it out later in a spreadsheet.

AProfit per line
LineUnit costProfitMargin
Dome camera, 24228.005,180.001,968.0044,880.0026.5%
NVR 8 TB, 21,820.0041,300.001,260.0028,600.0025.7%
Installation, 12,100.0047,700.001,700.0038,300.0044.7%44.5%
Gross profitAED 4,928.00INR 1,11,780.0030.5%
MPMeera PillaiSales coordinator, no cost permission
LineUnitAmount
Dome camera, 24310.007,050.007,440.001,69,200.00

Cost, profit and margin are never sent to this person.

Rules check discount, margin and value. Quotes are approved, or sent back with a reason. Owners set the rule once, and the manager sees every quote that breaks it.

AApproval with a reason
Q-2026-0421Marina Tower BMSDeccan Tower BMSAED 64,200.00INR 14,62,000.00
Rules hitDiscount 25%Margin 14.2%, below 22%Value above AED 50,000INR 11,00,000
RMRahul MenonAsked for approvalSANKSara Al MansooriNeha KapoorSales manager
StatusWaiting for approvalSent back
Reason from SaraNeha

Keep the discount at 10%. Offer free installation in its place.

Upload the sheet and check the priced preview. Every skipped row tells you why. Long buyer requests no longer mean copying each line from one sheet into another.

AA long quote from Excel
XLSXBOQ_Al_Quoz_Warehouse.xlsxBOQ_Bhiwandi_Warehouse.xlsxRead in 3 seconds
112Lines
110Priced
2Skipped
Row 37Unknown code ABC-12
Row 88Price in USD, quote in AEDINR
Fix the 2 rows, or create the quote now.Create quote

From won deal to money received

Each order stage rotates between its owners, or follows rules such as who sold the deal. Ops sees the new order when the deal is won, so delivery starts without a chasing email.

BWon, then assigned
NegotiationWonOrder SO-2026-0193

From Q-2026-0418, Al Noor Facilities LLCSharma Facilities Pvt Ltd

  1. ProcurementIn turnAnil Kumar
  2. DeliveryIn turnDivya Rao
  3. InstallationBy ruleJoseph Mathew
Rule for Installation

Deals sold by Rahul Menon go to Joseph Mathew.

Every stage had an owner the moment the deal was won.

The order cannot be completed before the cheque date. A bounced cheque stays on record. Accounts and Ops see the same hold, so nobody completes the order early by mistake.

BPostdated cheques
PaymentsSO-2026-0187
Bank transferReceived 02 Nov6,000.001,50,000.00
Cheque 004498Bounced 07 Nov, kept on record12,463.733,20,932.10
!Cheque 004512Postdated 12 Dec, in hand12,463.733,20,932.10
Today, 11 NovCheque date, 12 Dec
Complete orderWaits for the cheque date

Record invoice and each expected payment. Chase today shows who to call, with a drafted reminder. Accounts stops keeping a separate list of who promised to pay and when.

BWho owes you
Invoice recordedINV-447106 Nov, from your accounts
Expected paymentAED 12,463.73INR 3,20,932.10Due 20 Nov
Chase today3 customers
Gulf Star TradingKaveri TradersCheque bounced on 07 NovAED 12,400INR 2,84,000Ask for a transfer
Marina Tower BMSDeccan Tower BMSExpected payment missedAED 38,750INR 8,72,000Call
Jumeirah ClinicLotus Clinic, Pune18 days overdueAED 9,180INR 2,08,500Send reminderDraft ready

Drafted from your template. Nothing is sent until you check it.

Faster every day

The word alone counts, in English or Arabic, and the order opens. A plain OK is ignored. Acceptance stays off until you turn it on.

CAccepted on WhatsApp

Seven quick actions on every pipeline card, plus Approve, Sign off and Snooze on Needs you rows, with Undo. Log a call or record a PO without opening the deal.

CFewer clicks
KRVIAl Noor Facilities LLCSharma Facilities Pvt LtdNegotiation
AED 18,463.72INR 4,70,932.10
Log activitySend emailSet close dateSet validity datesRecord POAttach fileMove
Close date 28 NovSaved
Needs you3
Q-2026-0421 waiting for approvalMargin 19.8%ApproveApproved
SO-2026-0187 needs your sign-offDelivery stageSign offSnooze
ApprovedUndo

Local rules, built in

For India, schedule a rate change ahead. Rekozo shows how many open deals it affects before you save. The quote PDF shows each tax line with its rate.

DGST on the quoteIndia
Q-2026-0418, version 1GST 18%, within the state
Net3,99,095.00CGST 9%35,918.55SGST 9%35,918.55TotalINR 4,70,932.10

For a sale to another state, the rep chooses IGST 18%.

Schedule a rate change
Air conditioners, to 21 Sep 2025From 22 Sep 2025
Affects 14 open dealsSave

Set what every UAE customer must have on file. Expiring licences alert you before they lapse. Nobody finds an expired document after the order has started.

DLicence and TRNUAE
Every customer must have
TRN on fileTrade licence in dateSigned credit form
ECEmirates Cold Chain LLCTRN 100234567890003Expires in 12 days
  • TRN on file, 15 digits
  • Signed credit form
  • !Trade licence 724519, ends 23 Nov

In Needs you: the licence ends in 12 days. Work on SO-2026-0192 starts when it is in date.

Grey tags compare typical SMB CRM plans as of November 2026, from public pricing pages and help documents.

See the full comparison

Small things your team will notice.

Small gaps cost time every day: a renewal nobody remembered, a customer waiting for an update, a cost that changed after the win. These five details fix them. Each one saves a step for your team, or gets a local detail right for India and the UAE, and all of them are in Rekozo today.

Won quote Q-2026-0311
Annual maintenance, CCTV, 12 monthsRecurring
Cloud video storage, 12 monthsRecurring
Gulf Pearl HotelsLotus Hotels, PuneAED 28,800INR 6,48,000 a year, renews 01 FebStart renewal quoteQ-2027-0042 started
The renewal quote copies the lines and prices of Q-2026-0311.
Recurring lines

Renewals that start from the original sale

Recurring lines on a won quote become renewals. The renewal quote starts from the original sale. Licences, support and AMC contracts appear in the renewal book before they end, in place of a spreadsheet of dates.

To customers

Automatic WhatsApp updates in English or Arabic

Ten quote, order and payment events can each send the customer a message by themselves. Choose English or Arabic for each customer. Fewer customers call to ask where their order is.

Q-2026-0418, after the winNet AED 16,288.80INR 3,69,688.00
Quoted cost12,832.002,91,400.00
Actual cost13,012.002,95,720.00
Cable cost AED 180.00INR 4,320.00 more than quoted
Freight650.0014,800.00Extra labour400.009,000.00Net profitAED 2,226.80INR 50,168.00
After the win

Actual cost against quoted cost

See the actual cost beside the quoted cost, add costs such as freight, and see the net profit. Owners learn which won deals truly made money.

Khalid RahmanVikram IyerRe: Quotation Q-2026-0418PO_signed.pdfFiled
File on Q-2026-0418 asPurchase orderDelivery note
Khalid RahmanVikram IyerWhatsApp, 10:58Site_photo.jpg
One tap

Attachments filed to the deal in one tap

A file from WhatsApp or email goes on the deal in one tap. Pick the type, such as Purchase order. The PO is on the deal when Ops needs it, not in someone's inbox.

TotalAED 18,463.72INR 4,70,932.10
Amount in words

UAE Dirhams Eighteen Thousand Four Hundred Sixty-Three and Seventy-Two Fils Only

Indian Rupees Four Lakh Seventy Thousand Nine Hundred Thirty-Two and Ten Paise Only

Lakh and croreThree decimals for KWD, BHD and OMR
On every quote PDF

The total in words on the PDF, with lakh and crore

Lakh and crore for rupees, thousands for every other currency, and three decimals for the dinar and the rial. The quote PDF prints the total in words the way your buyer reads it.

Ten details in all, from renewals to a search box that does things.

See every detail

Your costs and your customers stay yours.

Cost prices and customer lists are the most sensitive data in a quotation business. Rekozo keeps them behind roles and permissions, keeps each company's data apart and records every change, so you decide who sees what and you can check who changed it.

Read about security
  • Reps without cost permission never receive cost data. The server leaves cost, profit and margin out of everything they open, so supplier prices stay with the people you choose.
  • Each company's data is kept apart at three layers. Your customers, quotes and prices stay out of every other company's screens and reports.
  • Two-factor sign-in, required for admins if you choose. Idle sessions end by themselves, and a reused sign-in token ends the session at once.
  • Every change is kept in a change history for 12 months. You can see who changed a price, a discount or a stage, and when.
  • Hosted on Microsoft Azure in Central India. The database and the secret keys stay in Azure, and mailbox tokens are stored encrypted.

Set up for your kind of business.

Every trade quotes in its own way: a reseller tracks renewals, an integrator tracks site surveys and a distributor prices from a catalog. Rekozo starts from the business pack closest to your trade, with its stages and words set up. Any other business that sends quotes starts from the General sales pack and renames each label to fit.

See all solutions, with the India and UAE pages

Bring one real quote to the demo.

Bring a quote you sent recently. We will build it in Rekozo with you, with your margin rule and your tax, and show the approval, the order and the payment that follow. You see your own deal in Rekozo, not a sample company.

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