One operating platform for customers, communications and operations
Mako is the central platform that connects people, data, workflows, communications and processes, so your team works from one record instead of five tools.
What Mako is
A CRM is where it starts. It is not where it ends.
Customer records are the core of Mako, and everything your business does around a customer attaches to the same record.
A call, a text, an e-mail, a proposal, a signature, an equipment order, a work order and an invoice are not separate events in separate tools. In Mako they are entries on one record, in one timeline, governed by one set of permissions.
That is what makes it a platform rather than a feature list: the dialer knows what the proposal said, the work order knows who signed, and the dashboard counts what the team actually did.
- Customer records with stages, next actions, notes, files and reminders
- Calls, voicemail, SMS, mailboxes, e-mail campaigns and social publishing
- Proposals, e-signature, orders, installations, work orders, quotes and invoices
- AI voice agents, an in-app assistant and drafting that a person reviews
- Dashboards, reports, an explorer for segmenting records and an activity feed
Powerful. Customizable. Versatile.
Three ideas that run through every module
Powerful
It goes far beyond contact management. Revenue, communications and operations are in the same platform and share the same data.
See the capabilitiesCustomizable
Stages, lists, call outcomes, templates, permissions and automations are set to your process. Menu titles can even use your own words.
See how it adaptsVersatile
The same modules can be arranged for financial services, property, field service, associations and more.
See ten configurationsSix categories
Everything in the platform, grouped by the job it does
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One record per business, from the first inquiry to a signed customer, with the stages, proposals and signatures that move it forward.
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Calls, texts, mailboxes, e-mail campaigns and social publishing, all attached to the record they belong to.
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Orders, installations, work orders, technicians, quotes and invoices, tied back to the account.
- Explore
AI voice agents, an in-app assistant, drafting, and stage-triggered automations with a switch on every one.
- Explore
Dashboards, reports, an explorer for segmenting records, and a feed of what every user did.
- Explore
Your stages, lists, rules, permissions and connections, shaped around the way you operate.
See the platform with your own workflow in mind
Tell us how your business operates and we will show the modules that fit.