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Why Rekozo

Built around the quote,from the price to the payment.

A sales CRM for any business that sells by quotation, in any currency: distributors, integrators, IT resellers, service and AMC companies, traders, contractors and professional services. Built first for India and the UAE. Here are the ten reasons teams choose Rekozo, how it compares with a typical SMB CRM, and the small details your team will notice.

Book a demoSee the ten reasons
In a typical SMB CRM, the margin moves to a spreadsheet, the approval to WhatsApp, the tax split to sums by hand and the payment dates to Excel. In Rekozo, the quote, the approval, the order and the expected payment stay on one deal until the money is received.

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 comparison, row by row

Rekozo and a typical SMB CRM

Where Rekozo does more than a typical SMB CRM.

  • 68features in one product, from first enquiry to payment
  • 166currencies, never added together
  • 5role homes, ready on the first day

  1. Cost, profit and margin on every quote line

    Reps quote a price, and you learn the margin after the deal.

    A typical SMB CRM
    Higher planQuote lines often have no cost column, or have one only on a higher plan. Hiding cost from reps often needs the top plan.
    Rekozo
    Built inCost, gross profit, net profit and margin on every quote. You decide who sees cost, and nobody else receives it.

  2. Approval rules on discount and margin, with a reason

    A rep gives 25% off to close, and the job loses money.

    A typical SMB CRM
    Higher planApproval rules often need the top plan or a paid add-on, and some plans have none.
    Rekozo
    Built inRules on discount, margin and value come with Rekozo. The manager approves, or sends the quote back with a reason.

  3. CGST and SGST on separate lines, VAT by country

    The quote shows one tax rate, so reps work out the GST split by hand.

    A typical SMB CRM
    ManualOften one tax rate for each product or each quote. Split GST lines and dated rate changes usually live in the accounting app.
    Rekozo
    Built inCGST and SGST as separate lines on the quote, VAT by country, and dated rates that start on the right day.

    In both cases, invoices, tax returns and the books stay in your accounting software.

  4. The won deal becomes an order with a handler and checks

    After the win, the order and the promised payments live in WhatsApp and Excel.

    A typical SMB CRM
    ManualHandover is often a custom project or board. Invoice status comes from a connected accounting app, and promised payment dates are tracked by hand.
    Rekozo
    Built inThe won deal becomes an order with a handler, a PO check and stage owners. Sales and Ops see the invoice from accounts, expected payments, postdated cheques and who to chase.

    In both cases, invoices, tax returns and the books stay in your accounting software. Rekozo has no accounting connector, so your team records each invoice number and payment.

  5. A WhatsApp reply of YES marks the quote won

    The customer says yes on WhatsApp, and nobody updates the CRM.

    A typical SMB CRM
    ManualWhatsApp often needs another hub or a paid add-on. A reply rarely moves the deal or the quote by itself.
    Rekozo
    Built inWhen acceptance by keyword is on, a reply of YES or CONFIRM marks the quote won. Arabic replies count too.

  6. A quote of 100 lines from one Excel sheet

    A price list of 100 lines takes an afternoon to type.

    A typical SMB CRM
    ManualQuote lines are usually added one at a time. Where bulk import exists, it is a separate data import with its own file layout.
    Rekozo
    Built inUpload the sheet, check the priced preview, then create the quote. Each skipped row says why.

  7. A ready home for the owner, rep and accounts

    The owner, the rep and accounts open the same dashboard and search for their part.

    A typical SMB CRM
    ManualDashboards are often built by an admin, and more of them can need a higher plan. Ready views rarely go past the rep and the manager.
    Rekozo
    Built inFive homes are ready on the first day: Owner, Manager, Rep, Accounts and Ops, each with its own Needs you list.

  8. Trade licence checks and postdated cheques

    Licences expire and cheques are postdated, and the CRM has no place for either.

    A typical SMB CRM
    Not built inGeneric fields. The SMB CRM plans we checked do not document trade licence expiry or postdated cheques.
    Rekozo
    Built inTrade licence and TRN checks before an order starts, postdated cheques, and the amount in words on the PDF.

Compared with typical SMB CRM plans as of November 2026, from public pricing pages and help documents. If you see something out of date, write to support@rekozo.com.

Bring the CRM or the spreadsheet you use today. We will compare the two with you, row by row.

Book a demo

Good to know before you choose.

An owner who researches alone deserves the limits as well as the strengths. Here are four facts to weigh before you decide, so nothing surprises you after the team starts.

A browser app
Rekozo works in the browser on phones, tablets and computers. There is no native phone app.
An English interface
The screens are in English. WhatsApp templates and the contact language can be Arabic.
Sales, not accounting
Rekozo shows sales and Ops the money on each deal. Tax invoices, tax returns, electronic invoicing, the books, payroll and stock stay in your accounting or ERP software. There is no accounting connector, so your team records each invoice number and payment from accounts.
Inbox sync with Microsoft 365 or Gmail
Customer replies land on the deal, and you answer in the same thread. Sending and calendar sync work with both.

Small things your team will notice.

Each one saves a step, or gets a local detail right for India and the UAE. All of them are in Rekozo today.

Five more reasons teams choose Rekozo

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.

Small things that save a step

call harbcall kaveCtrl K
Log a call with Harbour Point TradingKaveri TradersEnter
Open Harbour Point TradingKaveri Traders
Recently viewed
Q-2026-0418, Al Noor FacilitiesSharma Facilities
Ctrl K

A search box that does things

Type call, note or quote with a name, and Rekozo starts the action. Favourites follow you to a new device.

DMPFDubai Metro FacilitiesPowai Facility ServicesQ-2026-0376AED 86,400INR 19,60,000
NegotiationWon1 requirement left
  • Customer POPO-DMF-0457PO-PFS-0457
  • Signed quoteQ-2026-0376
  • Trade licence on fileGST certificate on fileValid to Mar 2027Added 04 Nov
  • !Credit sign-off from AccountsAsk for sign-offAsked Priya Nair
Before the deal moves

Stage requirements: the PO before Won

A deal moves to the next stage only when the PO, the document or the sign-off is in place.

Ask for approval when
Marginis below22%

Would have asked for sign-off on 4 of the 31 quotes created in the last 30 days.

CancelSave rule
Before you save

Try a rule on last month's quotes

A new approval rule shows how many recent quotes it would have stopped, before it touches a live deal.

Laptop set to English (United States)
470,932.104,70,932.10
11/28/202628/11/2026
Office: Pune
Rupees and dates

Lakh grouping and DD/MM dates

Rupee amounts read 12,34,567 for every reader. An office in India sees DD/MM dates, even on a laptop set to US English.

FromRahul Menon, from his own mailbox
ToKhalid RahmanVikram Iyer
SubjectQuotation Q-2026-0418, version 2
Q-2026-0418.pdfSite_survey.pdfAdd from the dealSend
PDF attached for you

Send the quote from your own mailbox

The quote PDF is attached by itself and cannot be removed by mistake. Files on the deal are one tick away.

Your first week

Switch in a week, one step a day.

Moving off spreadsheets feels like a big project, so we break it into days. A plan for moving from a spreadsheet or another CRM. Each import has a template, and every row shows its result, so the team sells from Rekozo by the end of the week.

  1. Day 1Import your customersEvery row shows its result. A row with a problem waits for a fix.
  2. Day 2Turn the price sheet into the catalogEach product keeps its cost and its selling price.
  3. Day 3Import the old quotesPast Won and Lost quotes give your reports a history.
  4. Day 4Add the team and the margin ruleChoose who sees cost, and when a quote needs approval.
  5. Day 5Send the first live quoteFrom the catalog, with your tax and your margin rule.
How an import works
The import screen after three imports: customers, with 398 created, 11 updated and 3 rows to fix; the catalog, with 186 products; and 1,240 old Won and Lost quotes.
Customerscustomers-dubai-2026.xlsxcustomers-pune-2026.xlsx, 412 rows3 to fix
398Created
11Updated
3Need a fix
Row 57TRN must have 15 digitsGSTIN must have 15 characters
Row 133Owner is not on the team
Row 290Currency not found. Use AEDCurrency not found. Use INR
Catalogprice-sheet-cctv.xlsx, with cost and price186 products
Old quotesWon and Lost, 2023 to 20261,240 quotes

Where your enquiries and conversations come from

New enquiries arrive from your website form and WhatsApp, each as a lead with an owner. Customers and their history come in from Excel, and email keeps each conversation on the customer and the deal.

  • Website enquiry form

    Your website form posts straight to Rekozo. Each enquiry becomes a lead with the source Website, shared in turn among the people you choose.

  • WhatsApp

    A message from a number Rekozo does not know becomes a lead with the source WhatsApp. A customer's message lands on their open deal.

  • Excel import

    Import your customers and your old won and lost quotes from a spreadsheet, so the history is there on the first day.

Email. Replies from your customers land on their customer record and deal, from your own Microsoft 365 or Gmail mailbox, and the rep answers in the same thread. An email from a new address does not create a lead.

Facebook and Instagram lead adsComing soon

Rekozo also sends updates out. A webhook can post a won deal, a new customer or an order handed to a colleague to Slack, Microsoft Teams, Discord or Google Chat.

Questions buyers ask

Which CRMs does this page compare Rekozo with?

We compared Rekozo with the CRM plans that small and mid-sized B2B teams most often consider, using public pricing pages and help documents checked in November 2026. We do not name products here, because their plans change often. In a demo, we can compare Rekozo with the CRM you use today.

Does Rekozo replace our accounting software?

No. Rekozo follows the quote, the order and the money for the sales team. You record the invoice number from your accounts, track expected payments and see what each customer owes. Tax invoices, tax returns and your books stay in your accounting software.

Can our reps quote without seeing our cost?

Yes. Seeing cost is a permission that you give or remove for each role. People without it see prices, discounts and totals, and Rekozo never sends them cost, profit or margin.

Does Rekozo work for a team in India and a team in the UAE?

Yes. Each office keeps its own time zone and currency. Quotes carry VAT or GST, with CGST and SGST on separate lines, and totals in different currencies are never added together.

Bring one real quote to the demo.

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

Book a demo

Or start a free trial for 30 days. Every feature, up to 5 users.