Mako CRM Systems
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The Mako platform

Your Business. Your Workflows. Your Software.

Enterprise software built around the way your business operates, not the other way around.

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Product previews on this site use invented sample data.

One lead, six modules, one record. Sample data.

Powerful

Far beyond a CRM. Calls, texts, e-mail, proposals, signatures, orders, work orders and analytics share one record.

Customizable

Your stages, fields, outcomes, rules and permissions. The software follows your process.

Versatile

Ten example configurations show the same modules arranged for very different industries.

Why it is different

Not a template you adapt to. A platform shaped around you.

From customer relationships to complex operational workflows, Mako brings your business together.

A rigid, off-the-shelf CRM

You adapt to the software.

  • Fixed stages and field names you learn to work around
  • Calls, texts, e-mail, proposals and orders spread across add-ons
  • One layout for every team and every industry
  • Automation that fires the same way for everyone
  • Change means a ticket to the vendor and a wait

Mako, shaped around your operation

The software adapts to you.

  • Stages, lists, outcomes and menu titles you name yourself
  • Dialer, SMS, mailboxes, proposals, e-signature and operations share one record
  • Permissions per role and structure per organization
  • Automations that follow your stages, each with its own switch
  • Configured to your industry by the people who build the platform

Customization in practice

Same platform. Different vocabulary, fields and rules.

Choose an example configuration. Stages, record fields and call outcomes change to match how that business talks. The modules underneath stay the same.

Example configurations with sample data. They illustrate what can be configured and do not describe an existing deployment.

The platform

Six categories of capability, one set of records

Every module reads and writes the same record, so a call, a text, a proposal and a work order all land in the same place.

Solutions

Ten industries, ten example configurations

Each page shows how the same modules can be arranged for a different kind of business, with workflows built only from capabilities the platform has.

Financial Services & Banking

Client relationships, referrals and follow-up across advisors, branches and teams.

Healthcare & Medical

The business side of care: referral sources, practice groups, vendors and service work.

Real Estate & Property Management

Portfolios, owners, tenants and vendors, with maintenance tracked to completion.

Telecommunications & Connectivity

From inquiry to proposal, installation, work order and billed service call.

Insurance & Professional Services

Quotes that get followed up and paperwork that gets signed and filed.

Recruiting & Staffing

Client development and account management with outreach that keeps its own rhythm.

Hospitality & Entertainment

Venues, groups and events, plus promotions across e-mail and social.

Retail & Multi-Location

Many locations on one platform, each with its own service history.

Manufacturing & Distribution

Quotes, orders, deliveries and field service across accounts and sites.

Nonprofits & Associations

Chapters, members and partners on one platform shaped to the mission.

See how industries are configured

Our approach

We start with how you work, then configure the platform to match

Map your workflow

We learn your stages, your teams, your handoffs and the tools you already pay for.

Configure the platform

Lists, outcomes, templates, permissions and automations are set to your process, not ours.

Connect and refine

We connect your accounts, switch on what is ready and adjust with your team as you use it.

Read our approach

One intelligent platform. Unlimited business possibilities.

Tell us how your business operates. We will show how Mako can be configured around it.

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