Mako CRM Systems
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Orders, installations and field work, tied to the account

The work that happens after the sale, from orders to scheduled crews to invoices, is tracked on the same account your sales team already uses.

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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.

Operations

Equipment orders

From order form to processing queue to history.

Core capability
What it does
An order form captures what an account needs, a processing queue lets operations fulfil it, and past orders stay available for reference.
How it works
Orders attach to the account. Per-unit prices come from an equipment price list you maintain.
Problem it solves
Orders requested by e-mail with no queue, no status and no history.
Who benefits
Telecommunications & ConnectivityRetail & Multi-LocationManufacturing & DistributionHospitality & EntertainmentReal Estate & Property Management
Connects to
Installations and scheduled work, Work orders, technicians and requests for quotation, Quotes and invoices, One record per business
How it can be customized
Price list, order form content and who may place, process or review orders are configured to your catalogue and roles.

Operations

Installations and scheduled work

Know what is booked, pending and done.

Core capability
What it does
Activation views show work by day, week, month, next month, year or a date range, and as a list. Installation questions capture what a crew needs to know, and a schedule holds the date.
How it works
A won sale moves on to installation questions and scheduling. Installation counts feed the dashboard by install date.
Problem it solves
Booked work tracked on a whiteboard and counted differently by sales and operations.
Who benefits
Telecommunications & ConnectivityManufacturing & DistributionRetail & Multi-LocationReal Estate & Property ManagementHospitality & Entertainment
Connects to
Equipment orders, Work orders, technicians and requests for quotation, Dashboard
How it can be customized
The questions asked and the views shown are configurable, and each view has its own permission.

Operations

Work orders, technicians and requests for quotation

Field work assigned, accepted and tracked.

Core capability
What it does
Find technicians, issue work orders, request quotations and track which technician has accepted which job and when it is scheduled.
How it works
Technician records hold the details you need to choose someone. A work order links to the account and the ticket that started it.
Problem it solves
Field work coordinated by phone and e-mail with no single status.
Who benefits
Telecommunications & ConnectivityReal Estate & Property ManagementRetail & Multi-LocationManufacturing & DistributionHealthcare & Medical
Connects to
Quotes and invoices, Installations and scheduled work, Equipment orders, AI assistant
How it can be customized
Work-order settings and permissions are configured per business.

Operations

Quotes and invoices

Service quotes and invoices tied to the account.

Core capability
What it does
Quote tickets and invoice tickets live on the account, with open and closed views. A customer can pay an invoice from an e-mailed link.
How it works
A quote can be accepted, a work order can follow, and the invoice is issued against the same account. Open invoices and quotes can be asked about in the assistant.
Problem it solves
Service quotes in one tool, invoices in another and payment status nowhere.
Who benefits
Telecommunications & ConnectivityReal Estate & Property ManagementManufacturing & DistributionRetail & Multi-LocationHealthcare & Medical
Connects to
Work orders, technicians and requests for quotation, One record per business, AI assistant, Dashboard
How it can be customized
Invoicing settings and who can see tickets are configured per business.

Operations

Multi-location and partner structures

Parents, children and partners, not a flat list.

Core capability
What it does
A parent organization can hold child locations, with counters for active and pending children. Separate views and permissions exist for national accounts, and partner and channel records are kept alongside customers.
How it works
Each location has its own record, notes and work, and is linked to its parent. Raw-record and account views can be limited to national accounts.
Problem it solves
A chain or a federation forced into a flat contact list.
Who benefits
Retail & Multi-LocationFinancial Services & BankingNonprofits & AssociationsHospitality & EntertainmentReal Estate & Property Management
Connects to
One record per business, Granular permissions, Work orders, technicians and requests for quotation, Reports
How it can be customized
How parents and children are named, grouped and permissioned is shaped to your structure.

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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