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One deal in Rekozo,from first message to payment.

Many teams run one deal across WhatsApp, a Word quote and an Excel sheet, then chase the payment on paper. Follow quote Q-2026-0418 for Al Noor Facilities in DubaiSharma Facilities in Pune through six steps in Rekozo, from the first message to the money received, on one record. Every screen shows the product as built today.

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Watch the film. Rahul in Pune takes one deal from the WhatsApp enquiry to the last payment.

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

Step 1 of 6
  1. 01

    The enquiry arrives on WhatsApp.

    Khalid at Al Noor Facilities asks for 24 cameras with recording and installation. His WhatsApp message lands on his customer record and open deal, so it stays in Rekozo instead of on one phone.Vikram at Sharma Facilities asks for 24 cameras with recording and installation. His WhatsApp message lands on his customer record and open deal, so it stays in Rekozo instead of on one phone.

    KRVI
    Khalid RahmanVikram Iyer
    Al Noor Facilities LLC, DubaiSharma Facilities Pvt Ltd, Pune
    Saved to the deal
    Al QuozBhiwandi warehouse CCTV, Qualified
  2. 02

    Rahul builds the quote.

    He picks four lines from the catalog, not an Excel price sheet, and adds a 5% project discount and VAT at 5%. Cost, gross profit and margin update as he works.He picks four lines from the catalog, not an Excel price sheet, and adds a 5% project discount and GST as CGST 9% and SGST 9%. Cost, gross profit and margin update as he works.

    Quote Q-2026-0418, version 1AEDINR
    LineQtyUnitTotal
    4MP IP dome camera24310.007,050.007,440.001,69,200.00
    16-channel NVR, 8 TB22,450.0055,600.004,900.001,11,200.00
    Cat6 cable, 305 m box6395.008,950.002,370.0053,700.00
    Installation and commissioning13,800.0086,000.003,800.0086,000.00
    Project discount 5%-925.50-21,005.00Net17,584.503,99,095.00VAT 5%879.22CGST 9%35,918.55SGST 9%35,918.55Total18,463.724,70,932.10
    Gross profit
    AEDINR4,752.501,07,695.00
    Margin
    27.0%

    Only people with cost permission see these figures.

  3. 03

    A deeper discount waits for approval.

    Khalid asks for 12%. Version 2 falls below the 22% margin rule, so the quote cannot be sent until Sara, the sales manager, approves it. She can also send it back with a reason.Vikram asks for 12%. Version 2 falls below the 22% margin rule, so the quote cannot be sent until Neha, the sales manager, approves it. She can also send it back with a reason.

    Quote Q-2026-0418, version 2Waiting for approval
    Margin21.2%
    Discount 12%Approval line 22%
    SMNK
    Sara Al MansooriNeha Kapoor Sales manager
    Margin is below 22%. Sent at 11:04.
    Send backApprove
  4. 04

    The customer accepts.

    Khalid replies "YES" on WhatsApp. With Quote acceptance by keyword turned on, the deal moves to Won and the order starts by itself. A reply such as OK changes nothing.Vikram replies "YES" on WhatsApp. With Quote acceptance by keyword turned on, the deal moves to Won and the order starts by itself. A reply such as OK changes nothing.

    Quoted
    Tower B access control
    Marina Tower OwnersBaner Heights Owners
    AED 42,310.00INR 9,52,000.009 days, no reply
    Won
    Al QuozBhiwandi warehouse CCTV
    Al Noor Facilities LLCSharma Facilities Pvt Ltd
    AED 17,103.24INR 4,36,231.84PO-ANF-2291PO-SFP-2291
  5. 05

    The order goes to Ops.

    A routing rule, not a WhatsApp group, hands the order to Tariq in Ops. He checks the customer PO, the accepted price and the delivery date before work starts.A routing rule, not a WhatsApp group, hands the order to Anand in Ops. He checks the customer PO, the accepted price and the delivery date before work starts.

    Order SO-2026-0193Handler: Tariq MansourAnand Rao
    • Customer POPO-ANF-2291PO-SFP-2291
    • Price matches the accepted quoteVersion 2
    • Delivery date agreedDue 18 Nov
    NewProcessingDeliveredFulfilled
  6. 06

    The money arrives.

    Accounts records the invoice number from your accounting software and logs each payment as it arrives. Receivables show what is still owed, and Imsa, the AI assistant in Rekozo, drafts reminders for late payers.

    PaymentsPaid
    Record invoiceINV-24-118717,103.244,36,231.84
    Payment receivedBank transfer, 24 Nov8,551.622,18,115.92
    Receivables, Al NoorSharma
    AEDINR0.00
    Days to collect
    25

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