Leads, customers and pipeline
10 featuresLeads and conversion, Web enquiry form, Leads from WhatsApp and 7 more.
0 on your list
Every feature. One conversation about price.
Rekozo covers the whole sale, from the first enquiry to the payment received. Every feature is listed below. Prices depend on your team and your market, so we share them after a short call.
Every plan starts with a free trial of every feature for 30 days, for up to 5 users. Ask for a trial
Check Rekozo against your list.
Tick what your team needs. We tell you plainly what Rekozo does, and what it does not.
Your list
Tick the needs on your list. Each answer shows here.
- Quote in AED, INR and other currenciesYes. Each quote carries its own currency, from 166, and totals are never added across currencies.Read more: Quote in AED, INR and other currencies
- Turn a long Excel enquiry into a quoteYes. Upload the sheet, check the priced preview, then create the quote. Each skipped row says why.Read more: Turn a long Excel enquiry into a quote
- Build a quote from a supplier offerYes. Paste the offers into Rekozo AI. Every price is checked against the supplier's own words, the offers are compared at the quantity you need, and you confirm the draft.Read more: Build a quote from a supplier offer
- Keep every version of a quoteYes. Each change you quote saves a version, with what changed and the new total.Read more: Keep every version of a quote
- Send a quotation PDF with our logoYes. One clear layout with your logo and brand colour, every tax line and the amount in words.Read more: Send a quotation PDF with our logo
- See profit on every quote lineYes. Cost, gross profit and margin show on each line and on the whole quote.Read more: See profit on every quote line
- Approve discounts that cut the marginYes. Rules on discount, margin and value send the quote to a manager, who approves it or sends it back with a reason.Read more: Approve discounts that cut the margin
- Hide cost from some staffYes. Cost permission is part of each role. Without it, a person sees prices but never cost or margin.Read more: Hide cost from some staff
- Compare actual cost with quoted costYes. Record the actual cost on the order and see the variance against the quote.Read more: Compare actual cost with quoted cost
- Hand a won deal to our operations teamYes. A won deal becomes an order with a handler, the customer PO and the delivery checks.Read more: Hand a won deal to our operations team
- Track postdated chequesYes. A postdated cheque holds the order until its date. A bounced cheque stays on record.Read more: Track postdated cheques
- Chase who owes usYes. Receivables lists who owes you and the expected payment dates, with a reminder drafted for each.Read more: Chase who owes us
- Renew AMCs and licences on timeYes. Each renewal date leads to a renewal quote that starts from the original sale.Read more: Renew AMCs and licences on time
- Our accounts and books in the same systemNot in Rekozo. Rekozo shows the money for sales. Your books stay in Zoho Books or Tally.Read more: Our accounts and books in the same system
- Customer WhatsApp messages on the right dealYes. Messages to your WhatsApp Business number land on the customer's open deal.Read more: Customer WhatsApp messages on the right deal
- Win the deal when the customer replies YES on WhatsAppYes. Once your admin turns on Quote acceptance by keyword, a YES moves the quote to Won.Read more: Win the deal when the customer replies YES on WhatsApp
- Send quotes from our own Microsoft 365 or Gmail mailboxYes. Each person connects their own mailbox. Customer replies land on the customer and the deal.Read more: Send quotes from our own Microsoft 365 or Gmail mailbox
- Leads from Facebook and Instagram adsComing soonComing soon. Today, leads arrive from your website form, WhatsApp and email.
- Rekozo screens in ArabicNot in Rekozo. The screens are in English. WhatsApp templates can be in Arabic, set for each customer.Read more: Rekozo screens in Arabic
- Several offices with their own targetsYes. Each office has its own time zone, targets, reports and leaderboard.Read more: Several offices with their own targets
- A home screen for each roleYes. The owner, managers, reps, accounts and operations each open Rekozo to their own day.Read more: A home screen for each role
- Move our customers in from ExcelYes. Import customers, products, suppliers and old quotes from templates, with a result for every row.Read more: Move our customers in from Excel
- A phone app from the app storesNot as an app. Rekozo works in your phone's browser.
- Single sign-on for our staffNot in Rekozo. Each person signs in with an email and password, with two-factor sign-in.Read more: Single sign-on for our staff
- CGST and SGST, or IGSTYes. GST splits into CGST and SGST within the state. The rep chooses IGST for a sale to another state.Read more: CGST and SGST, or IGST
- VAT and TRN on UAE quotesYes. VAT 5% by quote date, and a TRN on each customer and on the quotation PDF.Read more: VAT and TRN on UAE quotes
- Trade licence checksYes. Rekozo keeps each customer's trade licence and its expiry date, and Needs you lists the ones running out.Read more: Trade licence checks
- E-invoicing or ZATCANot in Rekozo. Record the invoice number from your own invoicing system on the order.Read more: E-invoicing or ZATCA
Every feature stays in Rekozo for every team. We send the price in writing after a short call.
Or start a free trial for 30 days. Every feature, up to 5 users.
How you get a price
Three steps. The price arrives in writing.
First
A short call
Tell us how your team sells, what you quote and who approves.
Then
We build one of your quotes in Rekozo
Your lines, your margin rule and your tax, with the figures your team would see.
Last
You get a price for your team
One price, in writing, for the users and offices you need.
What changes the priceNumber of usersNumber of officesYour market
We send the price in writing after the call.
Everything in Rekozo.
Eleven areas. Open one to see each feature, or search for the one you need. Cost visibility is a permission you set for each role.
68 features
Quotes and margin
13 featuresItemised quote builder, Profit on every quote, Discounts and 10 more.
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Orders and payments
7 featuresWon deals become orders, Order amendments, Record invoice and 4 more.
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Suppliers and catalog
2 featuresSupplier detail page, Catalog.
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Activities and meetings
4 featuresTimeline and quick log, Activity tracker, Meetings and 1 more.
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WhatsApp and email
5 featuresEmail from your own mailbox, Two-way inbox sync, Received attachments and 2 more.
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Imsa and Rekozo AI
3 featuresAsk Imsa, Deal coach and customer insights, Morning brief.
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Homes, goals and reports
5 featuresRole homes, Goals and targets, Reports and 2 more.
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Automation and alerts
4 featuresStage automation, Notifications and digests, Webhooks and 1 more.
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Setup and everyday tools
11 features166 currencies, dated VAT and GST, Multiple offices, Permissions and 8 more.
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Security
4 featuresData kept apart, Two-factor sign-in, Change history and 1 more.
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All 68 features
Leads, customers and pipeline
10- Leads and conversionTrack source, status and owner. A lead converts to a customer with its history.
- Web enquiry formEnquiries from your website arrive as leads.
- Leads from WhatsAppA message from an unknown number becomes a lead with the source WhatsApp.
- CustomersCompanies, people, contacts, sites and tax details such as the TRN, each with an owner.
- Customer 360One page holds the timeline, deals, emails, WhatsApp thread, meetings, documents, renewals and receivables.
- Round-robin assignmentNew records are shared fairly across a team pool.
- PipelineBoard and list views with your own stages, quick actions on each card and flags for what needs attention.
- Win chance per stageEach stage carries a win chance, shown on the Forecast board and the Performance board.
- Stage requirementsA deal moves only when the PO, the document or the sign-off is in place.
- Lost reasons, competitors and stage journeyRecord why a deal was lost, who won it and how long it spent in each stage.
Quotes and margin
13- Itemised quote builderA live totals rail, with every calculation done on the server.
- Profit on every quoteCost, gross profit, net profit and margin on each quote. Reps without cost permission receive no cost data.
- DiscountsLine discounts and a named quote discount. Revenue is counted after the discount everywhere.
- Quote versionsA saved copy of what was sent at each step of the negotiation.
- Dated VAT and GSTCountry rates for VAT, GST, CGST, SGST and IGST, with scheduled rate changes.
- Payment schedule and milestonesSplit a quote into milestone payments.
- ApprovalsRules for discount, margin and value send a quote for approval. Approve, or send back with a reason.
- Branded quote PDFOne clear layout with your logo and brand colour, every tax line, the amount in words and the buyer's tax number.
- Quote from ExcelUpload a sheet of 100 lines or more and get a priced quote.
- Historical quote importImport old Won and Lost quotes from spreadsheets.
- Actual cost and cost varianceRecord the actual cost after a win and compare it with the quoted cost.
- Rekozo AI quote from pastePaste a supplier offer and get a priced draft. Every number is checked before the rep confirms it.
- Supplier analysisCompare supplier offers at the quantity your customer needs, with the cheapest mix and every price checked.
Orders and payments
7- Won deals become ordersA won deal becomes an order with a handler, PO checks and readiness checks.
- Order amendmentsChange an order and get the customer to confirm the new price.
- Record invoiceRecord the invoice number, date and amount from your accounts.
- Proforma invoiceCreate a proforma invoice PDF and email it to the customer.
- Payments, refunds and chequesRecord payments and refunds. A postdated cheque holds the order until its date.
- Expected paymentsLog the date a customer says they will pay.
- ReceivablesWhat is owed by each customer, with a Chase today panel.
Suppliers and catalog
2Activities and meetings
4WhatsApp and email
5- Email from your own mailboxSend from Microsoft 365 or Gmail with templates, your signature and the quote PDF attached.
- Two-way inbox syncWith Microsoft 365 or Gmail, replies appear on the customer and the deal, and you answer in the same thread.
- Received attachmentsFiles that arrive by WhatsApp or email wait for the rep to file them on a deal.
- WhatsApp BusinessMessages land on the customer's open deal, with templates, broadcasts and opt-out tracking.
- Acceptance by WhatsAppA customer reply of YES, CONFIRM or ACCEPT moves the quote to Won and opens the order.
Imsa and Rekozo AI
3Homes, goals and reports
5- Role homesOwner, Manager, Rep, Accounts and Ops each open Rekozo to their own Needs you list and boards.
- Goals and targetsTargets for revenue, profit, margin, deals won and activity, with team attainment.
- ReportsSales, money and order reports, saved reports and Excel export.
- Export on every listExport any list to Excel.
- RenewalsSee recurring revenue and start the renewal quote from the original sale.
Automation and alerts
4- Stage automationEntering a stage can create a follow-up, notify, fire a webhook, request sign-off or send WhatsApp.
- Notifications and digestsReal-time alerts, a morning digest and reminders for renewals, quote expiry and expected payments.
- WebhooksSigned and retried events for won deals, orders and payments, sent to Slack, Microsoft Teams or your own systems, with a delivery log.
- Trade-licence trackingExpiring licences show in the sidebar and in a Monday email.
Setup and everyday tools
11- 166 currencies, dated VAT and GSTEach quote carries its own currency and the tax rate in force on its date.
- Multiple officesEach office has its own time zone, reports and leaderboard.
- PermissionsCustom roles and data scopes for own records, the team or the whole company.
- Your industry, your wordsPacks for technology resale, distribution, maintenance and services. Rename anything.
- Your own labelsRename any term in the interface.
- Custom fieldsMany field types, choice lists, record references and account summaries.
- Lists and saved viewsSaved views, column filters, density and inline quick edit.
- Find anything in one boxCustomers, quotes and orders from one search. Favourites and recent records come first.
- Bulk actionsAct on many records with exact counts and Undo.
- Spreadsheet importImport customers, products, suppliers, team and quotes with templates and results for each row.
- OnboardingA pack chooser, a setup checklist and guided tours.
Security
4No feature matches . Try another word, or ask us in the demo.
Questions about pricing
Why are prices not on this page?
Prices depend on the number of users, the number of offices and your market. We share them in writing after a short call, once we understand how your team sells.
Is there a limit on customers, deals or quotes?
No. Customers, deals and quotes are not counted.
Can we take our data with us?
Yes. Export customers, deals, quotes, products and suppliers to Excel at any time, with no request and no fee.
Do you help us move our data from spreadsheets?
Yes. Import customers, products, suppliers, your team and old quotes from Excel templates, with a result for every row. We can help with the first import.
See it with your own quote.
Bring one real quote to the demo. We will build the quote with you, then talk about price.
Or start a free trial for 30 days. Every feature, up to 5 users.