ProductTalk to customers
WhatsApp conversations on the right deal.
Customer messages land on their open deal. Reply from the two-way inbox, send approved templates and track the delivery of each broadcast.
- KRVIKhalid RahmanVikram Iyer11:04Al Noor Facilities LLCSharma Facilities Pvt LtdPlease proceed with version 2. Our PO is attached.2
- AKYHAnil KumarYousef Al Hashimi10:41Malabar Cold Storage, KochiGulf Pearl Hotels, DubaiPlease share the AMC renewal quote.1
- FZMKFatima Al ZaabiMeera Kulkarni09:58Jumeirah ClinicKothrud ClinicDelivery on Thursday is fine.
- ++971 55 214 7730+91 98201 4773009:30New leadDo you supply 8MP bullet cameras?1
From the first message to a won quote.
Every WhatsApp message sits on the customer record, so the next person sees the whole conversation.
Connect your WhatsApp Business number
Embedded Signup links your Meta business account and phone number from inside Rekozo.
Your team answers from one company number, not from personal phones. When a rep is away or leaves, the conversations stay in Rekozo on the customer. One number belongs to one company in Rekozo.
Settings Integrations- Meta business accountGulf Secure Systems LLCDeccan Secure Systems Pvt Ltd
- Phone number verified+971 4 339 2210+91 20 6730 2210
- Display name approvedGulf Secure SystemsDeccan Secure Systems
Templates12Conversations384Opted out9Messages land on the open deal
Rekozo matches the phone number to the customer and files each message on their open deal.
Nobody copies messages into the CRM by hand. Rekozo finds the customer by the WhatsApp number or the phone number on the contact. A number Rekozo does not know becomes a new lead with the source WhatsApp, so no enquiry is lost.
Inbound messageGood morning Rahul. Can you add two more cameras for the loading bay?From +971 50 418 2291+91 98220 41829Matched by phone numberKRVIKhalid RahmanVikram IyerAl Noor Facilities LLC, DubaiSharma Facilities Pvt Ltd, PuneNegotiationCCTV upgrade, Al Quoz warehouseBhiwandi warehouseOpen deal, Rahul MenonSaved to the deal timeline and the customer pageReply from the two-way inbox
Answer from Rekozo, or send an approved template. The customer sees your business number.
The rep can write any message for 24 hours after the customer's last message. After 24 hours, WhatsApp asks for an approved template, and Rekozo tells the rep to use one.
Is the NVR covered by warranty for two years?Every NVR carries a 2-year manufacturer warranty, with on-site support in DubaiPune.Approved templatesEnglish- warranty_infoEvery NVR carries a 2-year manufacturer warranty, with on-site support in DubaiPune.
- warranty_extendedAn extended third-year warranty is available on request.
A YES reply moves the quote to Won
When the customer replies with the word YES, CONFIRM or ACCEPT alone, the quote moves to Won and the order opens.
The customer accepts with one word, and the order starts at once. The win is the same as a win by the rep: Rekozo keeps the Won version, and the routing rule assigns the handler. An admin enables Quote acceptance by keyword in the WhatsApp settings.
Total AED 17,103.24INR 4,36,231.84 with VATGST. Please reply YES to confirm.YESNegotiationWonQ-2026-0418, version 2Order SO-2026-0193 createdHand to Tariq MansourAnand Rao, Operations
Bring a WhatsApp thread with a customer. We will show it landing on the right deal.
Book a demoTemplates in English or Arabic.
Set the template language once on each customer. Rekozo sends the approved template in that language, with the customer names and figures in place.
A customer in Dubai can read a quote update in Arabic, and a customer in Pune reads the same update in English. You write each template once, and Meta approves the template. Rekozo fills in the names and figures, so nobody types an amount by hand.
- Merge fields add the customer name, quote number and total.
- The same template serves every customer in their own language.
- Templates work for quotes, deliveries and payment reminders.
Scheduled broadcasts with STOP and START opt-out.
Choose the customers, the template and the time. Customers who reply STOP receive no further broadcasts.
Will receive the November broadcast
What this means for you
One message reaches every customer in the list at the time you choose. Rekozo excludes the customers who replied STOP, so nobody keeps a separate list of opted out numbers. The delivery report shows how many messages were delivered and read.
Send WhatsApp when a deal enters a stage.
A stage automation sends an approved template when a deal moves. Files that customers send wait in Received attachments for a rep to file.
The customer hears from you at the right moment, even when the rep is busy. Photos and purchase orders that customers send on WhatsApp wait in one list until a person files them on the deal. Nothing important stays on a personal phone.
- 1Send WhatsApp template quote_ready to the deal contact
- 2Create a follow-up for the owner in 3 days
- 3Post to the timeline
- JPGLoading bay, photo 1.jpg2.4 MBKhalid RahmanVikram Iyer, WhatsAppFile
- PDFPO-ANF-2291.pdfPO-SFP-2291.pdf96 KBKhalid RahmanVikram Iyer, WhatsAppFile
- PDFJebel Ali floor plan.pdfTaloja floor plan.pdf1.1 MB+971 55 214 7730+91 98201 47730File
- Each rule shows how often the rule ran.
- Photos and PDFs from customers stay in Rekozo, not on a personal phone.
- One click files an attachment on the right deal.
How it works in your business
Al Noor Facilities in Dubai buys CCTV from your team. Here is the deal on WhatsApp, from the first message to the payment.Sharma Facilities in Pune buys CCTV from your team. Here is the deal on WhatsApp, from the first message to the payment.
The enquiry arrives
Khalid Rahman writes to your business number about cameras for the Al Quoz warehouse. Rekozo knows his number, so the message goes to his open deal. Rahul Menon sees an Unread WhatsApp flag on the deal card.Vikram Iyer writes to your business number about cameras for the Bhiwandi warehouse. Rekozo knows his number, so the message goes to his open deal. Rahul Menon sees an Unread WhatsApp flag on the deal card.
The quote is ready
Rahul emails version 2 of quote Q-2026-0418, with a total of AED 17,103.24. When the deal enters the quoted stage, the Quote sent template tells Khalid on WhatsApp that the quote is ready.Rahul emails version 2 of quote Q-2026-0418, with a total of INR 4,36,231.84. When the deal enters the quoted stage, the Quote sent template tells Vikram on WhatsApp that the quote is ready.
The customer replies YES
Khalid replies with the one word YES. The deal moves to Won, and order SO-2026-0193 goes to a handler in Ops. Khalid's purchase order waits in Received attachments, and Rahul files the PO on the deal.Vikram replies with the one word YES. The deal moves to Won, and order SO-2026-0193 goes to a handler in Ops. Vikram's purchase order waits in Received attachments, and Rahul files the PO on the deal.
Accounts follow the payment
Priya Nair in Accounts records the expected payment. The Payment reminder template reaches the customer 3 days before the date. When Priya records the payment, the Payment received template thanks the customer.
Questions buyers ask
What if the customer replies OK instead of YES?
Nothing moves. OK is too common in business chat, for example in "OK, noted", so Rekozo does not treat OK as an acceptance. The message still lands on the deal, and the rep moves the deal by hand. The words that count are YES, CONFIRM, CONFIRMED and ACCEPT, and the Arabic words for yes, confirm and agreed, each sent as the whole message.
What if the quote is still waiting for approval?
The deal does not move. A reply cannot win a price that nobody approved. The message stays on the deal for the rep, and the rep moves the deal to Won after the manager approves the price.
The customer has two open quotes. Which one moves to Won?
The quote that was last sent to that customer on WhatsApp. The other quote stays open.
What do we need to connect WhatsApp?
A Meta business account and a phone number for WhatsApp Business. An admin connects both from the Rekozo settings with Meta's Embedded Signup. One number can belong to one Rekozo company at a time.
Do we need to change how our team works?
Your customers keep writing on WhatsApp as they do today. The change is on your side: the team answers from the company number in Rekozo, not from personal phones. Each conversation stays on the customer when a rep is away.
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.