CRM for equipment distributors.Sell the machine. Keep the service.
Quote the equipment, the installation and the first year of service together. Upload a long bill of quantities from Excel. After the win, follow the order to delivery and the service contract to its renewal.
- Order review
- PO confirmed
- Picking and packing
- Dispatched
- Cleared and delivered
- Invoice Sent
- Payment Received
- Complete
Stage 2 of 8: PO confirmed
- Customer PO matches the quotePO-ADF-2291PO-NFI-2291
- Delivery address confirmedMussafah M-26, plot 14MIDC Ambad, plot 14
- Site contact namedSaif Al MazroueiSanjay Patil
- Advance payment, 30%Expected 18 Nov
Bring an open order to the demo. We will set up your readiness checks with you.
Book a demoA pipeline for long equipment deals.
The Trading and distribution pack creates these stages and the order stages after the win. Each stage carries a win chance for the forecast.
Product codeSKU
- Order review
- PO confirmed
- Picking and packing
- Dispatched
- Cleared and delivered
- Invoice Sent
- Payment Received
- Complete
Order amendments
The order changes. The price is confirmed first.
Add or change a line on an open order. The new price goes to the customer to confirm, and the Amendments log keeps every change.
- The handler sees the old and the new order value.
- Nothing moves on until the customer confirms the price.
- Amendment created by Imran Siddiqui09:12
- New price sent to Saeed Al NuaimiNew price sent to Rohit Deshmukh09:20
- Customer confirms the new priceWaiting
From the bill of quantities to the service renewal.
Follow one equipment deal for Khalifa Port Logistics, from the consultant's sheet to the service contract a year later.Follow one equipment deal for Mundra Port Logistics, from the consultant's sheet to the service contract a year later.
01Quote from Excel
The bill of quantities arrives as a sheet.
Upload a sheet of 100 lines or more. Rekozo prices each line from your catalog and shows the lines that still need a price.
A consultant's bill of quantities can hold hundreds of lines. Rekozo prices 209 of the 212 lines from your catalog in one upload. Your team spends its time on the three lines that are new.
02Stage requirements
The deal moves when the paperwork is in place.
A deal moves to Order received only with the customer PO, the signed quote and a credit sign-off from Accounts.
A large equipment order is a risk when the paperwork is missing. The deal cannot reach Order received until the PO, the signed quote and the credit sign-off are in place. Priya Nair in Accounts is asked for the sign-off, and the deal waits for her answer.
03Order
Delivery and installation, stage by stage.
A won deal becomes an order. The handler follows dispatch and delivery, and each stage shows the checks that come first.
Delivery of heavy equipment depends on many people. The handler sees which check comes before each stage, such as the crane booking. Sales can open the order and see where the delivery stands without a phone call.
04Renewals
The service contract returns as a renewal.
A service line on the won quote becomes a renewal. See what runs out this quarter and start the renewal quote from the original sale.
Service revenue is easy to lose when the end date sits in a spreadsheet. The renewal date is on the record from the day of the win. The renewal quote starts from the original lines, so nobody prices the contract again line by line.
Where Rekozo stops
Rekozo sells the equipment. Your other systems run the fleet.
Serial numbers and technicians stay where they are. The invoice reference comes to Rekozo.
- Rekozo does not manage serial numbers or spare parts.
Stays in your systems
Dealer and service systems
- Serial numbers, spare parts and stock
- Technician dispatch and work orders
Accounts system
- Invoices, VAT and the booksInvoices, GST and the books
Kept in Rekozo
- Customer sites, contacts and long deals
- Quotes with equipment, installation and service
- The order, and the service renewal a year later
- ORD-1226
- Khalifa Port LogisticsMundra Port Logistics
- Invoice recorded
- INV-2026-1240
- Amount
- AED 438,900.00INR 1,10,97,900.00
- Invoice date
- 02 Dec
- Next
- Expected payment 31 Dec
How it works in your business
One power package for Khalifa Port Logistics, from the consultant's sheet to next year's service contract.One power package for Mundra Port Logistics, from the consultant's sheet to next year's service contract.
Price the bill of quantities
The consultant sends revision 2 of the bill of quantities for the Mussafah plant as an Excel sheet. Your rep uploads the sheet, and Rekozo prices each known line from the catalog. Equipment, installation and the first year of service sit on one quote, each line with its cost.The consultant sends revision 2 of the bill of quantities for the Mundra plant as an Excel sheet. Your rep uploads the sheet, and Rekozo prices each known line from the catalog. Equipment, installation and the first year of service sit on one quote, each line with its cost.
Hold the deal until the papers are complete
The customer PO arrives with the signed quote and the site access letter. The deal still waits for the credit sign-off from Priya Nair in Accounts. No one moves a large order past the checks your company agreed.
Follow the delivery
The won deal becomes order ORD-1226, with Leila Hassan as the handler. She follows dispatch and delivery, stage by stage. When the customer changes a line, the new price goes to the customer to confirm first.The won deal becomes order ORD-1226, with Lata Hegde as the handler. She follows dispatch and delivery, stage by stage. When the customer changes a line, the new price goes to the customer to confirm first.
Renew the service contract
The service line on the won quote becomes a renewal with its end date. Before the date, the rep starts the renewal quote from the original sale and sends the new price.
The parts of Rekozo equipment distributors use most.
Questions buyers ask
- What should an equipment dealer CRM include?
- Customer sites and contacts, long deals with clear stages, quotes that hold equipment, installation and service with their cost, approvals for low margins, the order after the win and the service renewal.
- Can one quote hold equipment, installation and service?
- Yes. A quote can mix products, one-time jobs and services. Each line carries its cost, so the margin shows on the whole quote.
- Can we track the service contract after the sale?
- Yes. A service line on a won quote becomes a renewal with its end date.
- Does Rekozo manage serial numbers or spare parts?
- No. Serial numbers, spare parts, stock and technician visits stay in your ERP or service system. Rekozo manages the sale.
- Can the customer pay in stages?
- Yes. Split the quote into milestones, for example an advance with the PO, a payment on delivery and a payment after commissioning. The schedule prints under the total on the quote PDF. Each payment is recorded on the order when the money arrives, and an expected payment shows the date the customer gave you.
- Can my reps see our cost?
- Only if you allow them. Cost is a permission on each role. A rep without the permission receives no cost, profit or margin from the server, so the figures are not in the browser at all.
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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