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CRM for technology resellers.Sell the licence. Keep the renewal.

IT, software and cloud resellers sell on thin margins and depend on renewals. Rekozo compares vendor offers, sends a low margin for approval and makes every annual licence a renewal with its date.

Book a demoOpen the Forecast board
Renewals
Licences and subscriptions, next 90 days
Recurring revenue
AEDINR1.24M2.79Cr
a year
Runs out in 90 days
AEDINR173,40039,01,750
5 renewals
At risk
2
Not contacted
Customer and licenceQtyEndsAEDINR a year
Jumeirah Clinic FZ LLCJayanagar Clinic Pvt Ltd
Office suite licence, 12 months
80In 21 days76,80017,28,000

Ends 02 Dec. From quote Q-2025-0870. The renewal quote copies its lines and prices.

Start renewal quote
Gulf Pearl HotelsMalabar Pearl Hotels
Firewall security licence
119 DecRenewal quote sent7,9001,78,000
Abu Dhabi Schools GroupBengaluru Schools Group
Endpoint protection licence
45008 JanAt risk40,5009,11,250
Emirates Cold ChainCoromandel Cold Chain
Server backup subscription
1221 Jan28,8006,48,000
Sharjah Logistics HubHosur Logistics Hub
Cloud mailbox subscription
12004 FebAt risk19,4004,36,500
Reminder sent to Vikram Shah on 03 OctOwner VS
Each annual licence on a won quote becomes a renewal with its end date and value.

Bring your licence renewal list to the demo. We will load it into the renewal book with you.

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A pipeline for hardware, licences and services.

The Technology resale pack creates these stages and the order stages from procurement to commissioning.

Pipeline
5 sales stages, 5 open deals
Business pack, chosen at setup
Technology resale13 stages
Renamed for your trade
  • SupplierVendor
  • Product codeSKU
Fields added
Manufacturer part noWarranty (months)Project reference
Draft1Draft
Gulf Pearl HotelsMalabar Pearl HotelsVS
AED 46,200INR 10,39,500
Quote sent130% win
Jumeirah ClinicJayanagar ClinicVS
AED 193,719INR 43,58,700
1 day in stage
Customer technical review145% win
Abu Dhabi Schools GroupBengaluru Schools GroupHA
AED 312,000INR 70,20,000
Meeting on Monday
Negotiation265% win
Sharjah Logistics HubHosur Logistics HubHA
AED 71,900INR 16,18,000
Needs approval
Dubai Metro FacilitiesMumbai Metro FacilitiesVS
AED 86,400INR 19,44,000
Quote expired
Order received1Won
Emirates Cold ChainCoromandel Cold ChainMS
AED 173,100INR 38,93,800
Order ORD-1240
After the win, the orderOrder stages from the same pack
  1. Order review
  2. PO confirmed
  3. Procurement
  4. Delivered to site
  5. Commissioned
  6. Invoice Sent
  7. Payment Received
  8. Complete

From three vendor offers to the licence keys.

Follow the refresh for Emirates Cold Chain through Rekozo, from the distributor offers to the order.Follow the refresh for Coromandel Cold Chain through Rekozo, from the distributor offers to the order.

  1. 01Supplier analysis

    Compare distributor offers side by side.

    Supplier analysis shows each vendor's cost and lead time for the same item. Choose an offer, and the cost goes to the quote line.

    Resellers often wait for two or three distributors to price the same item. Supplier analysis puts their costs and lead times in one table. The rep chooses an offer, and its cost goes to the quote line with no retyping.

    How supplier offers are compared
    Supplier analysis
    Firewall with 1 year security licence, 1 unit
    3 offers
    VendorUnit costLead time
    Redington GulfAED 6,3502 daysChosen
    Ingram Micro DubaiAED 6,4801 dayUse
    MindwareAED 6,5904 daysUse
    Lowest cost chosen. Margin on the line is 19.6%.
    Supplier analysis
    Firewall with 1 year security licence, 1 unit
    3 offers
    VendorUnit costLead time
    Redington IndiaINR 1,43,0002 daysChosen
    Ingram Micro IndiaINR 1,45,8001 dayUse
    Savex TechnologiesINR 1,48,3004 daysUse
    Lowest cost chosen. Margin on the line is 19.6%.

  2. 02Rekozo AI

    Paste the distributor offer. Get a priced draft.

    Paste an offer from an email or a price list. Rekozo AI drafts the lines, code checks every number, and the rep confirms.

    Distributor offers arrive in many formats. Rekozo AI reads the pasted offer and drafts the lines. Every cost is checked against the supplier's own words, and nothing reaches the customer until the rep creates the quote.

    From supplier offers to a priced quote
    Rekozo AI draft
    Redington Gulf, offer RG-55120
    3 of 3 checked
    14in business notebook i7/16GB/512GB x20 @ 4,020
Office suite BP annual x80 @ 835
NGFW 60 + 1yr UTM x1 @ 6,350
    LineQtyCostPrice
    Business laptop, 14 inch, 16 GB204,020.004,650.00
    Office suite licence, 12 months80835.00960.00
    Firewall with 1 year security licence16,350.007,900.00
    Every cost matches the offer. The rep confirms each price.Create quote
    Rekozo AI draft
    Redington India, offer RG-55120
    3 of 3 checked
    14in business notebook i7/16GB/512GB x20 @ 90,450
Office suite BP annual x80 @ 18,790
NGFW 60 + 1yr UTM x1 @ 1,43,000
    LineQtyCostPrice
    Business laptop, 14 inch, 16 GB2090,450.001,04,600.00
    Office suite licence, 12 months8018,790.0021,600.00
    Firewall with 1 year security licence11,43,000.001,77,800.00
    Every cost matches the offer. The rep confirms each price.Create quote

  3. 03Approvals

    A thin margin waits for approval.

    The laptop price drops to win the deal, and the margin falls below the 12% rule. The quote goes to the sales manager, who approves or sends it back with a reason.

    Thin margins are normal in hardware, so the rule matters. Here the laptop line falls to 9.0% and the quote margin to 11.3%. Sara Al Mansoori sees the full quote and decides before the customer sees the price.Thin margins are normal in hardware, so the rule matters. Here the laptop line falls to 9.0% and the quote margin to 11.3%. Neha Kapoor sees the full quote and decides before the customer sees the price.

    Quote Q-2026-0547
    Emirates Cold Chain
    Waiting for approval
    LineQtyPriceMargin
    Business laptop, 14 inch, 16 GB204,420.009.0%
    Office suite licence, 12 months80960.0013.0%
    Firewall with 1 year security licence17,900.0019.6%
    NetAED 173,100.00
    VAT 5%AED 8,655.00
    TotalAED 181,755.00
    Margin11.3%
    Approval line 12%
    Margin is below 12%. Sent to Sara Al Mansoori, Sales manager.
    Quote Q-2026-0547
    Coromandel Cold Chain
    Waiting for approval
    GSTIN
    29AAFCC7712H1Z6
    LineQtyPriceMargin
    Business laptop, 14 inch, 16 GB2099,400.009.0%
    Office suite licence, 12 months8021,600.0013.0%
    Firewall with 1 year security licence11,77,800.0019.6%
    NetINR 38,93,800.00
    CGST 9%INR 3,50,442.00
    SGST 9%INR 3,50,442.00
    TotalINR 45,94,684.00
    Margin11.3%
    Approval line 12%
    Margin is below 12%. Sent to Neha Kapoor, Sales manager.

  4. 04Orders

    From procurement to commissioning.

    A won deal becomes an order. The handler follows procurement, delivery to site and commissioning, and the order can return to sales.

    Licence keys, vendor orders and site work sit on one order. The handler sees what is still missing before commissioning. When the customer changes the scope, the order can return to sales for a new price.

    Order ORD-1240
    Emirates Cold Chain
    HandlerHAHassan Ali
    1. Order review
    2. PO confirmed
    3. Procurement
    4. Delivered to site
    5. Commissioned
    • PO matches the quotePO-ECC-7712
    • Vendor order placedRedington Gulf, RG-55188
    • Licence keys receivedExpected 14 Nov
    Stage owner: Hassan AliHand to
    Order ORD-1240
    Coromandel Cold Chain
    HandlerHAHarish Anand
    1. Order review
    2. PO confirmed
    3. Procurement
    4. Delivered to site
    5. Commissioned
    • PO matches the quotePO-CCC-7712
    • Vendor order placedRedington India, RG-55188
    • Licence keys receivedExpected 14 Nov
    Stage owner: Harish AnandHand to
Emirates Cold ChainCoromandel Cold Chain
Laptop, licence and firewall refresh
Supplier analysisRekozo AIApprovalsOrders

Where Rekozo stops

Rekozo runs the sale. Licences and stock stay in their own systems.

Vendor portals provision the licences. The invoice reference comes to Rekozo.

  • Rekozo does not provision licences.
Read the product overview

Stays in your systems

Vendor portals and ERP

Licence keys, stock and purchasing
  • Licence provisioning in the vendor portals
  • Stock and purchasing in your ERP

Accounts system

Zoho Books, Tally or your ERP
  • Invoices, VAT and the booksInvoices, GST and the books
Record invoiceNumber, date and amount, copied from your accounts

Kept in Rekozo

  • Vendor offers, quotes and the margin on each line
  • Approvals and the order through commissioning
  • Licence renewals with their end dates
ORD-1240
Emirates Cold ChainCoromandel Cold Chain
Invoice recorded
INV-2026-1316
Amount
AED 181,755.00INR 45,94,684.00
Invoice date
28 Nov

Forecast board

See what can close this quarter.

The Forecast board groups open deals by the win chance of their stage. Each column shows its open value in full, so the Monday review starts from the same figures.

Forecast board
Open deals by win chance, this quarter, AEDINR
30% winQuote sent612,4001,37,79,00011 open deals
Abu Dhabi Schools GroupBengaluru Schools Group
Laptop refresh, 450 units
186,00041,85,000
Gulf Pearl HotelsMalabar Pearl Hotels
Wireless network upgrade
94,30021,21,750
Sharjah Logistics HubHosur Logistics Hub
Two rack servers
71,80016,15,500
45% winCustomer technical review388,50087,41,2506 open deals
Jumeirah Clinic FZ LLCJayanagar Clinic Pvt Ltd
Storage, 120 TB
142,00031,95,000
Emirates Cold ChainCoromandel Cold Chain
Backup subscription
58,70013,20,750
Al Noor Facilities LLCSharma Facilities Pvt Ltd
Firewall pair
39,9008,97,750
65% winNegotiation241,30054,29,2504 open deals
Marina Tower OwnersWorli Tower Owners
Data room fit out
118,00026,55,000
Ras Al Khor MotorsPeenya Motors
Office suite licences
64,20014,44,500
Dubai Metro FacilitiesMumbai Metro Facilities
Laptops, 24 units
33,6007,56,000
Quarter targetQ4
AEDINR1.14M2.57Cr
won of AED 1.50MINR 3.38Cr
Attainment76%
Open at 65% win241,30054,29,250

Open value is shown in full, never multiplied by the win chance.

How it works in your business

The laptop, licence and firewall refresh for Emirates Cold Chain, step by step.The laptop, licence and firewall refresh for Coromandel Cold Chain, step by step.

  1. Collect the vendor offers

    Two distributors send offers for the firewall with a 1 year security licence. Your rep pastes each offer, and Supplier analysis compares cost and lead time. The lowest cost goes to the quote line, at a margin of 19.6%.

  2. Price to win, inside the rule

    To win the deal, the rep lowers the laptop price. The quote margin falls to 11.3%, below your 12% rule. The quote waits for Sara Al Mansoori, Sales manager. She approves the quote or sends it back with a reason.To win the deal, the rep lowers the laptop price. The quote margin falls to 11.3%, below your 12% rule. The quote waits for Neha Kapoor, Sales manager. She approves the quote or sends it back with a reason.

  3. Deliver the order

    The customer accepts, and the deal becomes an order with a handler. The handler checks the PO against the quote, marks the vendor order as placed and waits for the licence keys.

  4. Keep the renewal

    Each 12 month licence on the won quote becomes a renewal with its end date and value. Months later, the renewal book shows the licences that run out, and the rep starts the renewal quote from the original sale.

The parts of Rekozo technology resellers use most.

Questions buyers ask

What should a CRM for technology resellers include?
Quotes with vendor cost and margin on every line, approvals for thin margins, orders after the win and a renewal book for every annual licence and support contract.
Can Rekozo track licence renewals?
Yes. An annual licence on a won quote becomes a renewal with its end date and value.
Who can see vendor costs?
Only people with cost permission. Reps without the permission receive no cost data from the server.
Does Rekozo provision licences?
No. Licence provisioning stays in the vendor portals. Rekozo manages the quote, the order and the renewal.
What if the vendor price changes after we send the quote?
Edit the quote. When a figure the customer already holds changes, Rekozo asks for a reason and keeps a new version. The earlier versions stay on the deal. The approval rules run again, so a lower margin waits for a manager before the quote goes to the customer.
Do we need to change how our team works?
No. The Technology resale pack creates stages your team already knows, and you can rename stages, fields and labels. Import your catalog, customers and old quotes from Excel. A setup checklist and guided tours show each person the first steps.

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 demoTake the product tour

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