Mako CRM Systems
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AI and automation you can switch on, review and tune

Voice agents, an assistant and drafting tools that work from your own data, with approvals, hand-offs and a switch on every automation.

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Core capability A working capability of the platform.Configured to your business The mechanism exists; a specific setup is part of a services engagement.

AI & Automation

AI voice agents: outbound

First-pass outreach calls, handed to a person when it matters.

Core capability
What it does
An AI voice agent places outbound calls to a call-queue audience, asks the qualification questions you configure, records the result as a note, can leave a voicemail and hands an interested lead to a named person by e-mail with a link to the recording.
How it works
The agent takes records from the same queue and follows the same calling windows and rules as a human rep. A review screen plays recordings and holds coaching notes, and a hand-off is withdrawn when the call shows an answer arrived before the agent asked.
Problem it solves
Large lists that never get a first conversation because reps are busy.
Who benefits
Telecommunications & ConnectivityRecruiting & StaffingInsurance & Professional ServicesFinancial Services & BankingReal Estate & Property Management
Connects to
Dialer and call queues, One record per business, Audiences, outcomes and calling rules, AI voice agents: inbound
How it can be customized
Voice, script, qualification questions and which audiences the agent works. It is a separate subsystem from the inbound agent.

AI & Automation

AI voice agents: inbound

An answering agent for the phone nobody is free to pick up.

Core capability
What it does
Answers incoming calls on your number from a knowledge base you maintain, forwards to a person when a rule matches, notifies chosen recipients and keeps a call log. A call review tab supports coaching without changing the live agent.
How it works
You write the persona and the knowledge. A forwarding rule can route the caller to a human line first, and any failure falls back to the agent rather than a dead line.
Problem it solves
Calls that go unanswered because nobody is at the desk.
Who benefits
Real Estate & Property ManagementRetail & Multi-LocationHospitality & EntertainmentInsurance & Professional ServicesManufacturing & Distribution
Connects to
One record per business, AI voice agents: outbound, Integrations
How it can be customized
Agent, knowledge base, forwarding and notification rules are set per business. Runs on your own telephony and voice-provider accounts.

AI & Automation

AI assistant

Ask about your own pipeline, in plain language.

Core capability
What it does
A chat assistant in the app answers questions from your own data: installs, open quotes and invoices, follow-ups, prospects, accounts, technicians and work orders. It respects each user's role and permissions.
How it works
It is deliberately read-only: a fixed set of topics, no model-written queries and no ability to send or change anything. Topics a user lacks permission for are named and declined rather than guessed.
Problem it solves
Managers building a report just to answer a simple question.
Who benefits
Manufacturing & DistributionTelecommunications & ConnectivityRetail & Multi-LocationFinancial Services & BankingInsurance & Professional Services
Connects to
Dashboard, Reports, AI drafting and voice dictation, Granular permissions
How it can be customized
Access is a per-user permission, and visibility follows owner, manager and rep roles.

AI & Automation

AI drafting and voice dictation

Say what you need; review what it writes.

Core capability
What it does
“Draft with AI” and “Tell AI what to draft” write e-mails from the record, its notes, your brand profile and the rep's own details. A microphone lets a rep speak the instruction instead of typing it.
How it works
Drafts are always drafts. A person reads, edits and sends from their own mailbox. The same engine drafts proposal cover e-mails and follow-ups.
Problem it solves
Blank-page e-mails and slow, inconsistent follow-up.
Who benefits
Insurance & Professional ServicesRecruiting & StaffingFinancial Services & BankingReal Estate & Property ManagementHospitality & Entertainment
Connects to
Mailbox inside the record, Brand Intelligence, Proposals and quote follow-up, Wide-area communications
How it can be customized
Tone and rules come from Brand Intelligence. You choose the AI provider and keep your own provider account.

AI & Automation

Brand Intelligence

One brand profile behind every AI draft.

Core capability
What it does
A brand profile holds your positioning, voice, personas, competitors, messaging rules and logo. AI drafting and social images read from it.
How it works
It is edited in the app and read whenever a draft or an image is written.
Problem it solves
AI output that sounds generic or drifts from how you actually talk.
Who benefits
Hospitality & EntertainmentRetail & Multi-LocationNonprofits & AssociationsRecruiting & StaffingFinancial Services & Banking
Connects to
AI drafting and voice dictation, Social publishing, Email marketing with Mailchimp
How it can be customized
Everything in the profile is yours to write: voice, personas, competitor notes, things never to say.

AI & Automation

Stage-triggered automation

A stage change can start the next piece of work.

Configured to your business
What it does
Changing a record's next action can start drafting a proposal, send a signature request, file sent e-mail to the record or set a follow-up. Each automation has its own switch and settings card.
How it works
Automations run in the background. Master switches take effect within seconds, and several of them only draft, leaving the send to a person.
Problem it solves
Repetitive hand-offs that depend on someone remembering the next step.
Who benefits
Telecommunications & ConnectivityInsurance & Professional ServicesFinancial Services & BankingManufacturing & DistributionNonprofits & Associations
Connects to
Stages and next actions, Proposals and quote follow-up, E-signature requests, Mailbox inside the record
How it can be customized
Can be configured to trigger from the stages you define, with the approval steps and switches your team wants.

AI & Automation

Email and social autopilot

Recurring content, with a person approving.

Configured to your business
What it does
E-mail autopilot programs can draft e-mails for a person to approve and schedule through Mailchimp. Social autopilot campaigns can draft posts, stories or both on a cadence and publish what has been approved.
How it works
Programs are created paused. Every draft waits for approval, and a campaign can be paused or ended at any time.
Problem it solves
A content calendar that stalls the week it gets busy.
Who benefits
Hospitality & EntertainmentRetail & Multi-LocationNonprofits & AssociationsReal Estate & Property ManagementHealthcare & Medical
Connects to
Email marketing with Mailchimp, Social publishing, Brand Intelligence
How it can be customized
Can be configured with your own cadence, channels, formats and approval rules.

See these capabilities with your workflow in mind

Bring your stages, teams and tools. We will show how they map onto the platform.

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