CRM solutions for any businessthat sells by quotation.
Many teams that sell by quotation still price in Excel, quote from Word and follow up on WhatsApp. Rekozo keeps the catalog, the quote, the margin and every customer message on one deal, for distributors, integrators, IT and software resellers, AMC companies, contractors and professional services. The seven industry pages are examples, and every label can be renamed.
By industry
Each tile opens on the moment that decides a sale in that trade: a licence renewal, a price sheet, a site survey or a payment milestone. Every trade starts from a business pack with stages and words that fit. Software development and implementation firms fit the Professional services pack.
Technology resale pack Trading and distribution pack Distributors
Quote from your catalog instead of an Excel price sheet. Supplier cost and margin sit on every line, and Imsa, the AI assistant in Rekozo, drafts a priced quote from a supplier offer.Technology resale pack Security integrators
Quote cameras, cabling and installation together instead of in a Word template. The margin is checked on each quote, the deal waits for the site survey report, and the order runs to commissioning.Service and maintenance pack Maintenance and AMC
Quote each annual maintenance contract with its visits and its cost. Every signed contract becomes a renewal with its end date, and a reminder arrives in time to send the renewal quote.Professional services pack Professional services
Consultancies, agencies and software development or implementation firms quote by day rate and bill by milestone. Margin per role and the payment schedule sit on one quote, and expected payments show when money is due.Trading and distribution pack Medical equipment
Hospitals and clinics buy through several people and many documents. Each contact, quote version and required certificate stays on the deal, and the deal cannot move until the paperwork is complete.Trading and distribution pack Equipment distributors
Quote the machine, the installation and the first year of service together, even from a long Excel bill of quantities. After the win, the order needs a PO and readiness checks before delivery.
Do not see your industry?
If you send quotes, Rekozo fits.
A business without its own page starts with the General sales pack: Draft, Proposal sent, Negotiation, Won and Lost, with no trade words. Then rename customers, quotes, products and stages to the words your team uses, so a print shop, a training company or an events firm sees its own language on every screen.
Tell us how you sellBy region
A trader in Dubai and an integrator in Pune quote in different currencies, charge different taxes and get paid in different ways. Rekozo is the same product in both places, with the local currency, tax and payment habits built in. Any quote can be in one of 166 currencies. The interface is in English.
AED, VAT 5% United Arab Emirates
Quotes in AED with VAT at 5% by quote date. Trade licences show when they run out, and a postdated cheque holds the order until its date. WhatsApp templates go out in English or Arabic.INR, GST India
Quotes in INR with lakh and crore grouping, and CGST and SGST inside your state or IGST for a customer in another state. AMC renewals and payment milestones follow each contract after the sale.
By workflow
Whatever the trade, every quoting team does four jobs: price the quote, protect the margin, renew what it sold and bring old spreadsheets in. In many teams each job lives in a different file. Each card below plays the job as it works in Rekozo and opens a page with the detail.
- Quote management softwareBuild itemised quotes from your catalog instead of a Word template. Each line shows cost and margin, tax follows the quote date, and every version the customer saw is kept.
- Margin and approvalsSet rules for discount, margin and quote value. A quote that breaks a rule waits for a manager, who approves it or sends it back with a reason, before the customer sees it.
- Renewal managementSee recurring revenue and every contract that runs out soon, with reminders before the date. Start the renewal quote from the original sale, so nobody retypes lines from an old file.
- Spreadsheet to CRMMove customers, products, suppliers and old quotes out of Excel with a template for each. Every row shows a result, so you fix the few that fail instead of checking the whole sheet.
Bring one real quote to the demo.
We will build the quote in Rekozo with you, with your margin rule and your tax.
Or start a free trial for 30 days. Every feature, up to 5 users.