ProductTalk to customers
Email and meetings on the customer record.
Send from your own mailbox in Microsoft 365 or Google Workspace and Gmail. Customer replies also appear on the customer and the deal for your team.
Dear KhalidVikram, please find our revised quotation for the Al Quoz warehouseBhiwandi warehouse attached. Version 2 includes the 12% project discount. The total is AED 17,103.24INR 4,36,231.84 with VATGST.
Sales, Gulf Secure Systems LLCDeccan Secure Systems Pvt Ltd
+971 50 772 1904+91 98450 72190
Thank you, Rahul. The total is within our budget. Our PO will reach you today.
From the template to the reply on the deal.
Your team writes from Rekozo. Every email and reply stays with the customer, even when the rep is away.
Connect your mailbox
Each person connects their own Microsoft 365 or Gmail mailbox once.
MOnMicrosoft 365rahul@gulfsecure.examplerahul@deccansecure.exampleGConnectGmailGoogle Workspace or GmailRahul sends from his own address and signature.Customers receive email from the real address of the rep. Rekozo never sends from another server, so every reply comes back to the person who wrote.
Start from a template
Merge fields fill the contact, the quote number, the total and the validity date.
Quote follow-upTemplateDear contact.first_name, our quotation totals quote.total, valid until quote.valid_until.Preview for Khalid RahmanVikram IyerDear KhalidVikram, our quotation totals AED 17,103.24INR 4,36,231.84, valid until 24 Nov.
Reps write the same follow-up many times a week. A template keeps the wording and takes the figures from the quote, so the email and the quote show the same total.
Send with the quote attached
The email leaves from your own address, with your signature and the quote PDF.
Tokhalid@alnoor.examplevikram@sharmafacilities.exampleSubjectQuotation Q-2026-0418Dear KhalidVikram, our quotation totals AED 17,103.24INR 4,36,231.84, valid until 24 Nov.Rahul Menon, Gulf Secure Systems LLCDeccan Secure Systems Pvt LtdPDFQ-2026-0418-v2.pdfSentThe customer has the figures and the PDF in one email. A quote that is waiting for approval cannot be sent until the manager approves the price.
The reply lands on the record
With Microsoft 365 or Gmail, customer replies appear on the customer page and on the deal. Nobody forwards anything.
KRVIKhalid RahmanVikram IyerThe total is within our budget.TimelineCustomerAl Noor Facilities LLCSharma Facilities Pvt LtdEmailsDealCCTV upgrade, Al QuozBhiwandiA manager can read the thread without a forward. The answer goes in the same thread, from the mailbox that received the reply, so the customer sees one conversation.
An Emails tab on deals, orders and suppliers.
Ops reads the delivery thread on the order. Sales reads the supplier offer on the supplier page. Files wait in Received attachments.
Emails from Rahul Menon this week
Dear KhalidVikram, the cameras and NVRs will arrive at Al Quoz Industrial 3Bhiwandi, Thane on 18 Nov between 09:00 and 12:00.
Confirmed. Our security team will meet the driver at gate 2.
- Offer GV-7781SV-7781, cameras and NVRs
- Price list, Q4 2026
- Stock check, 8MP bullet cameras
- PDFSigned delivery note.pdfFile on deal
- XLSGV-7781SV-7781 price list.xlsxFile on deal
What this means for you
Each team reads the email that belongs to its work. Ops answers delivery questions from the order, and sales keeps supplier offers on the supplier page. Files from customers wait in Received attachments until a person files them on the right deal.
Meetings with the calendar, the attendees and the call link.
Book a meeting from the deal. Rekozo adds the event to your Microsoft 365 or Gmail calendar with a Teams or Meet link.
The customer receives a normal calendar invitation with the call link. The meeting and its notes stay on the deal, so the next person knows what was agreed. The Activity tracker shows the meetings of each rep for the week.
- Invite contacts from the customer and colleagues from your team.
- The meeting and its notes stay on the deal timeline.
- The Activity tracker counts meetings for each person.
- KRVIKhalid RahmanVikram IyerAccepted
- TMARTariq MansourAnand RaoAccepted
Where your leads come from
Enquiries reach Rekozo in four ways. Each one lands on a lead or a customer with an owner, so no enquiry waits in a personal inbox.
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.
Email
Connect Gmail or Microsoft 365. Emails with a customer or a lead land on their record and the open deal, and the rep replies in the same thread.
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.
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.
How it works in your business
Rahul Menon sells CCTV to Al Noor Facilities in Dubai. Here is how one quote travels by email.Rahul Menon sells CCTV to Sharma Facilities in Pune. Here is how one quote travels by email.
Rahul connects his mailbox once
On his account page, Rahul connects his Microsoft 365 mailbox and adds his signature. A colleague on Gmail does the same with a Google account. From then on, customer email from Rekozo leaves from their own addresses.
He sends the quote from the deal
Rahul opens the deal, chooses his quote follow-up template and sends version 2 of Q-2026-0418 to Khalid Rahman. The PDF is attached, and the email shows the total of AED 17,103.24.Rahul opens the deal, chooses his quote follow-up template and sends version 2 of Q-2026-0418 to Vikram Iyer. The PDF is attached, and the email shows the total of INR 4,36,231.84.
The customer replies
Khalid replies that the total is within budget. The reply appears on the customer page and on the deal, under Emails. On the Email screen, the Needs reply filter lists the replies that nobody has answered yet.Vikram replies that the total is within budget. The reply appears on the customer page and on the deal, under Emails. On the Email screen, the Needs reply filter lists the replies that nobody has answered yet.
The team reads the same thread
Sara Al Mansoori reads the thread on the deal without asking Rahul to forward anything. After the win, the Ops handler writes to Khalid about the delivery from order SO-2026-0193, and that thread stays on the order.Neha Kapoor reads the thread on the deal without asking Rahul to forward anything. After the win, the Ops handler writes to Vikram about the delivery from order SO-2026-0193, and that thread stays on the order.
Questions buyers ask
Do you support Gmail and Outlook?
Yes. Each person connects a Microsoft 365 mailbox, which is Outlook, or a Gmail or Google Workspace mailbox. Both work for sending, reading customer replies, replying in the same thread and the calendar.
Can Rekozo read my private email?
No. The Email screen shows the customer email that Rekozo sent or received. The rest of the mailbox does not appear. Each person can stop inbox reading at any time and still send from Rekozo.
What happens when a rep is on leave?
The emails stay on the customer and the deal, so a colleague who can see the customer can read them. An answer in that thread must come from the mailbox that received the reply. The colleague can write a new email from their own mailbox.
Can a rep email a quote that waits for approval?
No. Rekozo refuses to send a quote whose price is waiting for approval or was sent back. The manager approves the price first, and then the rep sends the quote.
Does Rekozo send from its own server when a mailbox is disconnected?
No. Customer email always leaves from the rep's own connected mailbox. When the mailbox needs to be connected again, Rekozo asks the rep to reconnect and does not send by another route.
Do we need to change how our team works?
Reps keep their own email address and their own calendar. The change is where they write: from the deal in Rekozo, so the email lands on the record and nobody forwards a thread to a colleague.
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.