Mako CRM Systems
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Analytics that read the same records your team works in

Dashboards and reports are built from the records and actions already in the platform, so there is nothing to export and reconcile first.

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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.

Analytics & BI

Dashboard

The numbers a manager opens first.

Core capability
What it does
A dashboard shows new prospects, activations by install date, pending installations and similar totals for the business.
How it works
Totals are cached so the page opens quickly.
Problem it solves
Leaders waiting on a weekly spreadsheet to see where things stand.
Who benefits
Telecommunications & ConnectivityRetail & Multi-LocationManufacturing & DistributionFinancial Services & BankingNonprofits & Associations
Connects to
Reports, Installations and scheduled work, Global activity feed
How it can be customized
Which tiles and totals matter is configured with you.

Analytics & BI

Reports

Activity, accounts, prospects and tickets.

Core capability
What it does
Reports cover rep activity, accounts, prospects and tickets, each with its own permission, and results can be exported.
How it works
Reports read the same records the team works in.
Problem it solves
Reports built by hand that disagree with the system.
Who benefits
Financial Services & BankingInsurance & Professional ServicesManufacturing & DistributionRetail & Multi-LocationRecruiting & Staffing
Connects to
Dashboard, AI assistant, Scheduled performance reports
How it can be customized
Report availability is a per-user permission. Additional reports can be scoped during setup.

Analytics & BI

Scheduled performance reports

A summary in leadership's inbox on a schedule.

Configured to your business
What it does
A daily, weekly or monthly performance report can be e-mailed to the recipients you choose, with a section for each area of the business.
How it works
Recipients are editable settings. The report is built from the platform's own data.
Problem it solves
Performance reviews that depend on someone remembering to pull numbers.
Who benefits
Financial Services & BankingRetail & Multi-LocationTelecommunications & ConnectivityNonprofits & AssociationsManufacturing & Distribution
Connects to
Dashboard, Reports, Call and campaign analytics
How it can be customized
Can be configured with your own sections, schedule and recipients.

Analytics & BI

Global activity feed

What every user did, in one list.

Core capability
What it does
One line per recorded action by any user: a note added, a conversion, an equipment order, an invoice, a work order, a proposal. Newest first, 100 to a page, filterable by user.
How it works
It reads actions the platform already records, so there is nothing extra to log. Access is its own permission and nobody has it until it is granted.
Problem it solves
Managers unable to see what the team actually did without asking.
Who benefits
Financial Services & BankingNonprofits & AssociationsManufacturing & DistributionRetail & Multi-LocationInsurance & Professional Services
Connects to
One record per business, Granular permissions, Reports
How it can be customized
Granted per user in the account manager.

Analytics & BI

Records Explorer

See what you have without filtering over and over.

Core capability
What it does
A lightbox over your records shows organization-type bars, a state map and chips for reach, contact status, lead source and tags. They filter each other and every count updates. You can tag the records in view, mark them contacted and open them in the list.
How it works
Organization types are proposed by a built-in classifier, a record can carry several tags, and “contacted” is set by a person, not by the system. A suggested campaign idea appears for the largest group in view.
Problem it solves
Not knowing what is in a large list before deciding how to approach it.
Who benefits
Recruiting & StaffingNonprofits & AssociationsFinancial Services & BankingHealthcare & MedicalRetail & Multi-Location
Connects to
Wide-area communications, Bulk management, One record per business, Dialer and call queues
How it can be customized
Hand tags are yours. Segments flow into audiences for calls and e-mail.

Analytics & BI

Call and campaign analytics

Calls and campaigns, measured where they run.

Core capability
What it does
Dialer reporting and a call log cover calls and outcomes. The e-mail marketing tab shows live opens, clicks and bounces from Mailchimp's own campaign reports.
How it works
Mailchimp's rates are calculated by Mailchimp from delivered messages, and Mako shows them as they are.
Problem it solves
Campaign results kept in a separate tool, away from the calls and records they relate to.
Who benefits
Recruiting & StaffingHospitality & EntertainmentRetail & Multi-LocationNonprofits & AssociationsTelecommunications & Connectivity
Connects to
Dialer and call queues, Email marketing with Mailchimp, Dashboard
How it can be customized
Reporting visibility is a per-user permission.

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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