Questions buyers ask about Rekozo.

Ask for a free trial on the demo form. The trial lasts 30 days, includes every feature and allows up to 5 users. The Rekozo team prepares the trial company with you.

No. The Rekozo team sets up every company. Choose Start a free trial on the demo form, and we email you the sign in details within one working day, Dubai and India time.

Yes, if you send quotes. Rekozo has packs with the stages and words of technology resale, trading and distribution, service and maintenance, and professional services. Any other business starts with the General sales pack, a clean pipeline with no trade words. You can rename customers, quotes, products, stages and other labels in Settings.

Rekozo runs in the browser on a phone, a tablet or a computer. There is no app to install from a store.

Prices depend on the number of users, the number of offices and your market. We share them in writing after a short call, once we understand how your team sells.

No. The pricing page lists every feature in one list, and the trial includes all of them. Talk to us, and your written proposal confirms the features and the price.

No. Customers, deals and quotes are not counted.

On Microsoft Azure in Central India, in one Azure region. Secrets sit in Azure Key Vault, and the database and uploaded files are backed up every night.

People whose role has cost permission. For everyone else, the server removes cost, profit and margin before the response leaves Rekozo, so the figures never reach their browser.

At three layers. Every read adds your company, the server stamps your company on each new record, and every save checks the company. A record from another company returns not found, even with the right link.

None yet. Rekozo holds neither ISO 27001 nor SOC 2, and no independent penetration test has been commissioned. Single sign-on is not available: each person signs in with an email address, a password and two-factor codes. The security page lists what is in place and what is not.

Yes. Export customers, deals, quotes, products and suppliers to Excel at any time, with no request and no fee.

Yes. Each quote carries its own currency, from 166 currencies, and the tax rate in force on the quote date. Totals in different currencies are never added together.

When one of your rules applies: a discount above a limit, a margin below a limit or a value above a limit. The quote goes to one approver or to several in turn. The approver approves the quote or sends it back with a reason.

No. A quote that is waiting for approval, or was sent back, cannot be sent to the customer and cannot be won. The rep sees the reason on the quote, changes the price and asks again.

The won deal becomes an order with a handler, the customer PO and the delivery checks. Your operations team moves the order through its stages, and the rep sees where it is.

Yes. A postdated cheque holds the order until its date. When a cheque bounces, accounts mark it as bounced. The cheque stays on the order, and its amount is owed again.

Rekozo sends a proforma invoice as a PDF or by email, for example to collect an advance. The final invoice comes from your accounts software, and Record invoice keeps its number, date and amount on the order.

Microsoft 365, which is Outlook, and Gmail or Google Workspace. Each person connects their own mailbox and sends from Rekozo. Replies from your customers land on the customer and the deal, and the rep answers in the same thread. Rekozo files email against the customers and contacts you already have, so an email from a new address does not create a lead.

You need a Meta business account and a phone number for WhatsApp Business. An admin connects both from the Rekozo settings with Meta's Embedded Signup. Each company sets up its own number, and one number belongs to one Rekozo company at a time.

Yes, once your admin turns on Quote acceptance by keyword. A reply of YES as the whole message then moves the quote to Won and opens the order. CONFIRM, ACCEPT and the Arabic words for yes also count. A quote that is waiting for approval does not move.

Each quote line carries its tax rate. GST within the state prints as CGST and SGST on separate lines. For a sale to another state, the rep chooses IGST on the line. Rates are dated, and the buyer's GSTIN prints on the quotation PDF. Invoices and GST returns stay in your accounts system.

Quotes carry VAT 5% at the rate in force on the quote date, with a TRN on each customer and on the quotation PDF. Rekozo keeps each customer's trade licence and its expiry date, and Needs you lists the licences that are running out.

Yes. INR amounts group in lakh and crore, for example 18,92,248.00. Other currencies group in thousands.

Yes. Import customers, products, suppliers, your team and old won and lost quotes from Excel templates, with a result for every row. For Google Sheets, download the sheet as an Excel file first. We can help with the first import.

Rekozo skips any row that matches a record already there. Nothing is copied twice and nothing is overwritten.

There is no connector. Your invoices, tax returns and books stay in Tally, Zoho Books or your ERP. When accounts create the invoice there, they type its number, date and amount on the order in Rekozo with Record invoice. Rekozo then shows the sales team what is paid and what is owed.

Yes. A webhook can post a won deal, a new customer, an order handed to a colleague or a payment recorded to Slack, Microsoft Teams, Discord or Google Chat. A Generic JSON webhook sends signed events to your own systems.