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ProductPlatform

Works with the tools you use.

Your team already works in email, WhatsApp, chat apps and Excel, and Rekozo connects to them. Microsoft 365 and Gmail, WhatsApp Business, chat apps by webhook, your website form, Excel and PDF quotations each put the work on the customer and the deal, not in someone's personal inbox.

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Settings Connections
Connected to Rekozo
4 on
  • Microsoft 365 mailboxrahul@gulfpearl.examplemalabarpearl.exampleConnected
  • WhatsApp Business+971 4 555 0142+91 20 5555 0142Connected
  • Webhook to Microsoft TeamsDeal won, Order handed offActive
  • Web enquiry formLeads shared in turn: Rahul, AishaSnehaOn
Recent deliveries
Deal won to Microsoft TeamsDelivered
Order handed off to SlackDelivered
Payment recorded to Generic JSONDelivered

Six ways Rekozo connects today.

Information spread across tools is hard to find when a customer calls. Each connection files its work on the customer and the deal, so the next person sees the whole story: the emails, the WhatsApp messages, the website enquiry and the quote that was sent.

  • Microsoft 365 and Gmail

    Each person connects their own mailbox, Outlook or Gmail.

    • Send quotes from your own mailbox, with templates, your signature and the PDF attached.
    • Replies from your customers land on the customer and the deal. Answer in the same thread.
    • Meetings booked from the deal go to your calendar with a Teams or Meet link.
    Email and calendar

  • WhatsApp Business, through Meta

    Each company connects its own number with Meta's Embedded Signup.

    • Messages land on the customer's open deal. An unknown number becomes a lead.
    • Automatic updates when a deal enters a stage, and scheduled broadcasts with STOP opt-out.
    • Once acceptance by keyword is on, a reply of YES moves the quote to Won.
    WhatsApp in Rekozo

  • Slack, Microsoft Teams, Discord and Google Chat

    Webhooks post the moments your team cares about to a channel.

    • 17 events: deals won, lost or moved, new customers, orders, invoices and payments.
    • A Generic JSON format sends the same events to your own systems.
    • Every delivery is signed, retried when it fails and kept in a delivery log.
    See every feature

  • Your website enquiry form

    Enquiries from your website arrive as leads.

    • Point the form you already have at the form address Rekozo gives you, or paste the short HTML form.
    • Each enquiry becomes a lead with the source Website, shared in turn among the people you choose.
    Where your leads come from

  • Excel import and export

    Move in from spreadsheets and take your data out again.

    • Import customers, products, suppliers, your team and old quotes, with a result for every row.
    • Upload a sheet of 100 lines or more and get a priced quote.
    • Every list exports to Excel. Imports use Excel files, so save a CSV file as Excel first.
    Spreadsheet to CRM

  • PDF quotations

    A quotation PDF in your own brand, ready to send.

    • Your logo and brand colour, every tax line, the buyer's tax number and the amount in words.
    • A proforma invoice PDF when you collect an advance.
    Quotation PDF

  • Facebook and Instagram lead ads

    Leads from your Meta ad forms, straight into Rekozo.

    Coming soon

  • Not connected today

    Rekozo has no connector for Tally, Zoho Books, SAP or QuickBooks. Your invoices, tax and books stay there. Rekozo shows the money for sales: you record the invoice number from your accounts, track each expected payment and see what each customer still owes.

    Orders and payments

Questions about integrations

Does Rekozo connect to Tally, Zoho Books, SAP or QuickBooks?

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

Does an email from a new address create a lead?

No. Rekozo files email against the customers, contacts and deals you already have. Leads arrive from your website form and from WhatsApp messages sent by a number Rekozo does not know, and a person can add a lead by hand.

Can we import a CSV file?

Imports use Excel files. Open the CSV file in Excel or Google Sheets, save it as an Excel file, then import it with the template.

What do we need to connect WhatsApp?

A Meta business account and a phone number for WhatsApp Business. An admin connects both from the Rekozo settings with Meta's Embedded Signup. One number can belong to one Rekozo company at a time.

Bring one real quote to the demo.

We will build the quote in Rekozo with you, with your margin rule and your tax.

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