Mako CRM Systems
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Customization and integrations: shape the platform to your business

Your words, your stages, your rules, your people and your accounts. This is where Mako stops being a product and becomes your system.

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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.

Customization

Granular permissions

Each menu, list and tab is a permission.

Core capability
What it does
Dozens of per-user permissions control every menu, list and tab. Some features carry their own permission, such as the AI assistant, the global activity feed and inbound call review.
How it works
Permissions are set per user in the account manager. A feature a user does not hold is not shown to them.
Problem it solves
Everyone seeing everything, or an admin team hand-building access rules.
Who benefits
Financial Services & BankingHealthcare & MedicalNonprofits & AssociationsRetail & Multi-LocationInsurance & Professional Services
Connects to
Global activity feed, AI assistant, Multi-location and partner structures, A switch on every automation
How it can be customized
You decide which roles exist and what each can see and do.

Customization

Your lists and your words

Stages, statuses and menu titles you name yourself.

Core capability
What it does
Categories, lead sources, next actions and statuses are editable lists, and Navbar Titles lets you rename menu items so the product uses your vocabulary.
How it works
You edit a list once, and the platform reads it wherever that list appears.
Problem it solves
Software that insists on its own terms and makes your team translate.
Who benefits
Real Estate & Property ManagementNonprofits & AssociationsRecruiting & StaffingManufacturing & DistributionHospitality & Entertainment
Connects to
Stages and next actions, One record per business, Audiences, outcomes and calling rules
How it can be customized
Everything on this page is edited in System > Inputs.

Customization

Audiences, outcomes and calling rules

Define who gets called, when and what happens next.

Core capability
What it does
Audiences are saved filters over your records, outcomes are the results a call can have, and calling rules control windows and limits. Telephony and number settings sit beside them.
How it works
Outcomes set the next action and date on the record, so the queue keeps moving after each call.
Problem it solves
A dialer you cannot tune to your own sales motion.
Who benefits
Telecommunications & ConnectivityRecruiting & StaffingInsurance & Professional ServicesFinancial Services & BankingReal Estate & Property Management
Connects to
Dialer and call queues, AI voice agents: outbound, One record per business
How it can be customized
Edited in System > Dialer by people with the permission.

Customization

A switch on every automation

Turn jobs on and off without a release.

Core capability
What it does
Wide-area communications, rep e-mail sync, inbox management, proposals, e-signature, e-mail marketing and social each have their own settings card and master switch. Settings also cover system e-mails, time zone and language, work orders and invoicing.
How it works
A master switch takes effect in seconds, per business, with no code change.
Problem it solves
Automation you cannot pause when something looks wrong.
Who benefits
Financial Services & BankingHealthcare & MedicalNonprofits & AssociationsInsurance & Professional ServicesRetail & Multi-Location
Connects to
Stage-triggered automation, Granular permissions, Wide-area communications
How it can be customized
Which automations are on, and their settings, are yours to choose.

Customization

Integrations

Connect the tools you already pay for.

Core capability
What it does
Connections are set up in Settings > Integrations: Microsoft 365 mailboxes and calendar invites, Mailchimp, Twilio for voice and SMS, Dropbox Sign, an AI voice provider, an AI text provider, and Facebook, Instagram and LinkedIn pages.
How it works
Credentials are entered in settings, and connections can be tested from the same screen.
Problem it solves
A platform that wants to replace tools that already work.
Who benefits
Financial Services & BankingRecruiting & StaffingHospitality & EntertainmentNonprofits & AssociationsInsurance & Professional Services
Connects to
E-signature requests, Email marketing with Mailchimp, SMS inbox, Social publishing
How it can be customized
You connect your own accounts. Additional integrations can be scoped as part of a custom solution.

Customization

Shaping Mako to your industry

A services engagement, not a rebuild.

Configured to your business
What it does
The stages, fields, outcomes, templates, rules, permissions and automations above can be configured to your industry's way of working, with the same modules underneath.
How it works
We map your workflow, set the lists and rules, connect your accounts and refine with your team.
Problem it solves
Forcing an industry-specific process into a generic template.
Who benefits
Telecommunications & ConnectivityReal Estate & Property ManagementManufacturing & DistributionInsurance & Professional ServicesNonprofits & Associations
Connects to
Your lists and your words, Stages and next actions, Granular permissions, Integrations
How it can be customized
Scope depends on your business and is agreed in discovery.

See it change

The same modules, configured three ways

Pick a configuration. Stage names, record fields and call outcomes change. Nothing underneath is rebuilt.

Example configurations with sample data.

Scope

What is configured, and what is a separate conversation

Configured with you

  • Stages, categories, statuses, lead sources and menu titles
  • Call audiences, outcomes and calling rules
  • Proposal types, templates and follow-up rules
  • Roles and permissions
  • Which automations are on, and their settings
  • Your own accounts for mail, texting, voice, e-signature, e-mail marketing and social

Scoped separately

  • New integrations beyond those listed above
  • New record types or workflows that do not fit an existing module
  • Data migration from your current systems
  • Anything with regulatory or contractual requirements, which we review with you before agreeing scope

Tell us how your business operates

We will show which parts are configuration and which would be a separate piece of work.

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