Guides for teamsthat sell by quote.
Short, practical reading for the decisions before, during and after your team moves into a CRM. Each guide shows the Rekozo screen it describes, and ends with checks you can take to any demo.
- Guides
- 3
- Minutes in total
- 13
- Demo checks
- 9
The library
A practical spreadsheet-to-CRM checklist
Get customers, contacts, open deals and owners ready, then move from sales spreadsheets to a CRM in small steps.
- Rekozo screen
- Spreadsheet import
- Sections
- 5
- Checks
- 3
How to design a useful quote approval workflow
Choose the rules, the approvers and what happens when a quote changes, so approval protects your margin without slowing every quote.
Approvals5 sections3 checks
Read the guideA renewal tracking checklist for B2B sales teams
Track contracts, licences and AMCs by renewal date, owner and next step, so each renewal starts before the contract runs out.
Renewal book5 sections3 checks
Read the guideRead a guide, then see the same screen with your own quote and your own rules.
Checks to take to any CRM demo.
Three checks from each guide. Tick each one as the vendor shows the check with your own quote.
Prefer to see the product first? Take the tourBring 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.