CRM for distributors and wholesalers.The cost on every line.
Rekozo keeps catalog prices, supplier costs and margin on each quote line. Rekozo AI drafts a priced quote from a supplier offer. A won deal becomes an order, and Receivables shows what each customer owes.
Bring a customer price sheet like this to the demo. We will price it from your catalog with you.
Book a demoYour pipeline, with trading stages from day one.
The Trading and distribution pack creates these stages and the order stages after the win. Rename any of them.
Product codeSKU
- Order review
- PO confirmed
- Picking and packing
- Dispatched
- Cleared and delivered
- Invoice Sent
- Payment Received
- Complete
From the customer's sheet to the payment.
Follow one order for Gulf Star Trading through Rekozo, from the Excel enquiry to the cheque that pays for it.Follow one order for Shree Ganesh Electricals through Rekozo, from the Excel enquiry to the cheque that pays for it.
01Quote from Excel
The customer sends a sheet of 128 lines.
Upload the sheet. Rekozo prices each line from your catalog and lists the lines that still need a price.
Your team no longer types a long enquiry line by line. Each known item takes its price from the catalog, so every rep quotes the same price. Only the two lines that are new to you need a person.
02Margin on every line
A thin line shows before the quote goes.
Each line carries its cost and its margin. A quote below your margin rule waits for a manager.
A quote can look healthy in total while one line loses money. Here the quote is above the 15% rule, but the cable gland line is at 8.5%. The rep sees the thin line before the customer sees the price.
03Order
A YES on WhatsApp. The order goes to Ops.
The customer replies YES on WhatsApp, and the deal moves to Won. A routing rule gives the order to a handler, with the PO check first.
The customer's YES is enough after your admin chooses Quote acceptance by keyword in the WhatsApp settings. Nobody types the won quote again as an order. Omar Haddad receives the same lines and prices, with the checks that come before dispatch.The customer's YES is enough after your admin chooses Quote acceptance by keyword in the WhatsApp settings. Nobody types the won quote again as an order. Omkar Hegde receives the same lines and prices, with the checks that come before dispatch.
04Record invoice
Record the invoice. Track the cheque.
Copy the invoice number from your accounts. Log the postdated cheque, and Receivables shows what is still owed.
The invoice stays in your accounts system. Rekozo keeps the invoice number, the advance and the postdated cheque on the order. Sales can see what Gulf Star Trading still owes without a call to Accounts.The invoice stays in your accounts system. Rekozo keeps the invoice number, the advance and the postdated cheque on the order. Sales can see what Shree Ganesh Electricals still owes without a call to Accounts.
Where Rekozo stops
Rekozo runs the sale. Your ERP keeps the stock.
One step joins the two systems: the invoice reference, recorded on the order.
- Each quote carries its own prices. Contract price lists by customer are not automatic.
Stays in your systems
Your ERP
- Stock, purchasing and the warehouse
- Invoices, VAT and the booksInvoices, GST and the books
Kept in Rekozo
- Customers, quotes and the margin on each line
- Orders, handlers and delivery checks
- What each customer owes, and expected payments
- ORD-1188
- Gulf Star Trading LLCShree Ganesh Electricals Pvt Ltd
- Invoice recorded
- INV-2026-1182
- Amount
- AED 48,835.50INR 12,33,808.00
- Invoice date
- 18 Nov
- Next
- Cheque dated 30 Nov
Actual cost
See what the order really cost.
After the win, record the actual cost of each line. Rekozo compares it with the quoted cost, so the next quote starts from the true figure.
Al Fajer CablesSahyadri Cables charged 1,865.0042,000.00 a drum, up from 1,770.0039,850.00 on the offer.
How it works in your business
One enquiry from Gulf Star Trading, as your team handles it in Rekozo.One enquiry from Shree Ganesh Electricals, as your team handles it in Rekozo.
The enquiry becomes a priced quote
Gulf Star Trading sends a sheet of 128 lines for its Jebel Ali warehouse. Your rep uploads the sheet to the deal. Rekozo prices 126 lines from your catalog, with the cost beside each line. The rep prices the last two lines by hand.Shree Ganesh Electricals sends a sheet of 128 lines for its Taloja warehouse. Your rep uploads the sheet to the deal. Rekozo prices 126 lines from your catalog, with the cost beside each line. The rep prices the last two lines by hand.
The margin is checked before the quote goes
The quote total is AED 48,835.50 with VAT 5%. The margin is 18.6%, above your 15% rule, so the quote is ready to send. A quote below the rule waits for a manager. Nobody can send that quote until the manager approves it.The quote total is INR 12,33,808.00 with CGST 9% and SGST 9%. The margin is 18.6%, above your 15% rule, so the quote is ready to send. A quote below the rule waits for a manager. Nobody can send that quote until the manager approves it.
The PO starts the order
The customer accepts and emails the PO. The deal moves to Won and becomes order ORD-1188. A routing rule gives the order to Omar Haddad, who checks the PO against the quote.The customer accepts and emails the PO. The deal moves to Won and becomes order ORD-1188. A routing rule gives the order to Omkar Hegde, who checks the PO against the quote.
The money is tracked to the last cheque
Accounts create the invoice in Zoho Books or Tally, and the invoice number is recorded on the order. The advance of AED 14,650.65 is paid. A cheque for AED 34,184.85 is dated 30 Nov. Receivables shows the cheque by its date, and Chase today lists who to call.Accounts create the invoice in Tally or Zoho Books, and the invoice number is recorded on the order. The advance of INR 3,70,142.40 is paid. A cheque for INR 8,63,665.60 is dated 30 Nov. Receivables shows the cheque by its date, and Chase today lists who to call.
The parts of Rekozo distributors use most.
Questions buyers ask
- What should a CRM for distributors manage?
- Customer accounts, enquiries, itemised quotes with supplier cost and margin, approvals, the order after the win and what each customer owes. Rekozo covers each of these steps on one record.
- Does Rekozo replace our ERP or inventory system?
- No. Rekozo is a sales CRM. Stock, purchasing, the warehouse and accounting stay in your ERP or accounts system.
- Can we bring our price list from Excel?
- Yes. Import products with selling prices and costs into the catalog. You can also upload a sheet of 100 lines or more to create a priced quote.
- Who can see our supplier costs?
- Only people with cost permission. Reps without the permission receive no cost data from the server.
- What happens when a customer's cheque bounces?
- Mark the cheque as bounced on the order and add the reason. The cheque stays on the order, and its amount is owed again. Receivables shows the customer with the bounced cheque, so the team knows who to call.
- Does Rekozo work with Tally or Zoho Books?
- There is no connector. Your invoices, tax and books stay in Tally or Zoho Books. After the invoice is created there, someone uses Record invoice to type its number, date and amount on the order. Rekozo then shows the money the sales team needs: what is paid, what is expected and what is still owed.
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.