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ProductOverview

One CRM from the first enquiry to the last payment.

Rekozo holds the pipeline, quotes, approvals, orders, payments and conversations for teams that sell by quotation.

Book a demoSee the pipeline
Customers Al Noor Facilities LLCSharma Facilities Pvt Ltd
ANSF
Al Noor Facilities LLCSharma Facilities Pvt Ltd
Dubai. TRN 100392847500003. Owner Rahul MenonPune. GSTIN 27AAPCS4821K1Z3. Owner Rahul Menon
Customer since 2023
TimelineDeals4Emails12WhatsAppMeetingsRenewals1Receivables
  1. Email from Khalid RahmanEmail from Vikram Iyer09:12
    Request for quotation: 24 dome cameras for the Al Quoz warehouse.Request for quotation: 24 dome cameras for the Bhiwandi warehouse.
  2. Q-2026-0418, version 2 sent10:02
    AED 17,103.24 with VAT. Margin 21.2%, approved by Sara Al Mansoori.INR 4,36,231.84 with GST. Margin 21.2%, approved by Neha Kapoor.
  3. Deal moved to Won11:04
    Reply on WhatsApp: YES. PO-ANF-2291 filed on the deal.Reply on WhatsApp: YES. PO-SFP-2291 filed on the deal.
  4. Order SO-2026-0193 handed to Vikram IyerOrder SO-2026-0193 handed to Anand Rao11:20
    PO received, stock reserved, delivery due 18 Nov.
  5. Payment recorded24 Nov
    AED 8,551.62 by bank transfer. Balance AED 8,551.62.INR 2,18,115.92 by bank transfer. Balance INR 2,18,115.92.
Won this year
AED184,320INR41,84,000
Owed
AED8,551.62INR2,18,115.92
Expected 15 Dec
Renewal
14 Feb
CCTV AMC, AED 18,000CCTV AMC, INR 4,08,000

Five parts of one product.

Start with the part your team needs first. Each part has its own page.

Sell

Itemised quotes with versions, the margin on every line and approval when a rule needs one.

Q-2026-0418, version 2Waiting for approval
  • 4MP IP dome camera24 x 31024 x 7,050
  • 16-channel NVR, 8 TB2 x 2,4502 x 55,600
  • Cat6 cable, 305 m box6 x 3956 x 8,950
  • Installation and commissioning1 x 3,8001 x 86,000
Quote discount 12%-2,221.20-50,412.00NetAED 16,288.80INR 3,69,688.00VAT 5%814.44CGST 9%33,271.92SGST 9%33,271.92TotalAED 17,103.24INR 4,36,231.84Gross profitAED 3,456.80INR 78,288.00
Margin21.2%Approval line 22%

Deliver and get paid

A won deal becomes an order. Track every payment and every renewal date.

SO-2026-0193Processing
WonProcessingReadyFulfilled
ReceivedAED 8,551.62INR 2,18,115.92Expected payment15 Dec

Talk to customers

WhatsApp, and email from your own mailbox, on the customer and the deal.

Re: Q-2026-041811:20
Khalid Rahman. Filed on the deal.Vikram Iyer. Filed on the deal.

Run the team

A home for each role, goals and reports. Ask Imsa about the figures in plain words.

Needs you4 items
  • Gulf Star Trading, payment lateWestern Star Trading, payment late18 d
  • Q-2026-0411 waiting for approval3 d
  • 3 orders without a handler2 d
  • Al Noor Facilities renewal, 14 FebSharma Facilities renewal, 14 Feb1 d
Ask Imsa
Three quotes over AED 50,000 have no reply for a week. AED 214,600 in total.Three quotes over INR 10,00,000 have no reply for a week. INR 48,71,400 in total.

Platform

166 currencies, dated VAT and GST, your own stages and labels, and imports from Excel.

Tax by quote date
AEDVAT 5%INRCGST 9% + SGST 9%INRIGST 18%SARVAT 15%OMRVAT 5%
XLSXcustomers-dubai.xlsxcustomers-pune.xlsx
412 rows imported3 need a TRNneed a GSTIN

What this means for you

Your team does not need five tools that each hold one part of the customer. A quote, an order, a payment and a WhatsApp message all sit on the same customer and the same deal. Start with one part, and add the next part when the team is ready.

The same deal on six screens.

Follow Q-2026-0418 through the pipeline, the quote, the order, receivables, the inbox and Imsa.

  1. PipelineYour stages, win chance and quick actions on every card.
  2. Quote and marginCost, profit and margin on every line, with approval below your margin rule.
  3. OrdersA won deal becomes an order with a handler, PO checks and delivery stages.
  4. ReceivablesWhat each customer owes, expected payments and who to chase today.
  5. WhatsApp and emailConversations land on the right customer and the open deal.
  6. ImsaA morning brief and answers from your own figures.

Pipeline and forecast

Every deal on one board, with a win chance on each stage.

Use your own stages. Each card carries quick actions and flags for what needs attention. The quote, the WhatsApp thread and the morning brief sit one click away.

Open in the Dubai pipelineOpen in the Pune pipeline

AED5.90M
INR13.4Cr
AED 2.10M of it sits at 20% win, so the Forecast board shows where the next month comes from.INR 4.77Cr of it sits at 20% win, so the Forecast board shows where the next month comes from.
PipelineBoardListForecastDubai teamPune teamSearch or ask Imsa
Qualified220% win
AED 2.10M openINR 4.77Cr open
Data centre cooling, JAFZAData centre cooling, MIDC Taloja
Emirates Cold ChainKonkan Cold Chain
AED 412,000INR 93,50,000
6 d in stage
Access control, 3 sites
Sharjah Logistics HubNashik Logistics Park
AED 71,900INR 16,30,000
Quoted240% win
AED 1.51M openINR 3.43Cr open
CCTV upgrade, Al Quoz warehouseCCTV upgrade, Bhiwandi warehouse
Al Noor Facilities LLCSharma Facilities Pvt Ltd
AED 17,103INR 4,36,232
Needs approval
Laptop refresh, 120 units
Malabar Cold Storage, KochiGulf Pearl Hotels, Dubai
INR 84,60,000AED 372,700
Tax changed
Negotiation260% win
AED 870k openINR 1.97Cr open
BMS integration, Marina TowerBMS integration, Baner Heights
Marina Tower OwnersBaner Heights Owners
AED 128,900INR 29,26,000
Sent back
AMC renewal, 14 lifts
Gulf Pearl HotelsDeccan Pearl Hotels
AED 96,000INR 21,80,000
Expired9 d since contact
Won1100% win
AED 1.42MINR 3.22Cr
Network switches, 2 floors
Jumeirah ClinicKothrud Clinic
AED 22,750INR 5,16,400
PO received
CCTV upgrade, Al Quoz warehouseCCTV upgrade, Bhiwandi warehouse
Al Noor Facilities LLC. Rahul MenonSharma Facilities Pvt Ltd. Rahul Menon
Quoted
Q-2026-0418, version 2Waiting for approval
TotalAED 17,103.24INR 4,36,231.84Gross profitAED 3,456.80INR 78,288.00
Margin21.2%Approval line 22%
WhatsApp
Ready this morning
  • 3 quotes run out this week.
  • Marina Tower Owners has not replied for 9 days.Baner Heights Owners has not replied for 9 days.
  • Gulf Pearl Hotels paid AED 28,400 yesterday.Deccan Pearl Hotels paid INR 6,45,000 yesterday.
Forecast boardOpen value by win chance
20% winAED 2.10MINR 4.77Cr
40% winAED 1.51MINR 3.43Cr
60% winAED 870kINR 1.97Cr
  • Needs approvalThe margin or discount rule sent the quote to a manager.
  • Tax changedA scheduled VAT or GST change affects the quote.
  • The customer wrote and nobody has replied yet.
  • Drag to moveStage requirements apply before a deal moves.
  • Quick actionsLog activity, email, attach, close date, validity dates and PO on every card.

What this means for you

The board shows which deals need action today, without opening each deal. Stage requirements ask for the PO, the document or the sign-off your process needs before a deal moves, and Rekozo records every override. The Forecast board shows the open value at each win chance.

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

Quote Q-2026-0418 for Al Noor Facilities in Dubai shows how the parts work together.Quote Q-2026-0418 for Sharma Facilities in Pune shows how the parts work together.

  1. Enquiry and quote

    Khalid Rahman emails a request for 24 dome cameras. Rahul Menon prices the quote, and Sara Al Mansoori approves the 21.2% margin.Vikram Iyer emails a request for 24 dome cameras. Rahul Menon prices the quote, and Neha Kapoor approves the 21.2% margin.

  2. Win and order

    Khalid replies YES. The deal moves to Won at AED 17,103.24, and order SO-2026-0193 goes to the Ops handler.Vikram replies YES. The deal moves to Won at INR 4,36,231.84, and order SO-2026-0193 goes to the Ops handler.

  3. Payment

    Priya Nair records AED 8,551.62 on 24 Nov. The second AED 8,551.62 is a cheque dated 15 Dec, and the order cannot complete before that date.Priya Nair records INR 2,18,115.92 on 24 Nov. The second INR 2,18,115.92 is a cheque dated 15 Dec, and the order cannot complete before that date.

Questions buyers ask

Does Rekozo work with Tally or Zoho Books?

There is no connector. Your books stay in Tally or Zoho Books. When accounts create the invoice there, a person records the invoice number, date and amount on the order with Record invoice. Rekozo then shows the sales team what is paid and what is owed.

Can we quote in AED and INR?

Yes. Each quote carries its own currency, from 166 currencies, and the tax rate in force on the quote date. Rupee amounts group in lakh and crore, and other currencies group in thousands.

Can leads from our website form go straight into Rekozo?

Yes. Turn on the Web enquiry form in Settings, under Documents and email. Rekozo gives you a form address. Point the form you already have at that address, or paste the short HTML form that Rekozo shows. Each enquiry becomes a lead with the source Website, shared in turn among the people you choose. The email alert your form sends today keeps working.

Is there a mobile app?

Rekozo runs in the browser on a phone, a tablet or a computer. There is no app to install from a store.

How can we try Rekozo?

Ask for a trial on the demo form. The trial lasts 30 days, includes every feature and allows up to 5 users. The Rekozo team prepares the trial company with you.

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

Or start a free trial for 30 days. Every feature, up to 5 users.