Frequently asked questions
Straight answers about what Mako is, how far it can be customized and what we do and do not claim.
What is Mako?
Mako is a configurable business platform. It starts with customer records and connects communications, proposals, e-signature, orders, work orders, AI-assisted workflows and analytics on the same record.
Is Mako a CRM?
It includes CRM, and customer records are its core. It is built as a platform, so the work around the customer (calls, texts, e-mail, quotes, orders, field work and reporting) lives on the same record instead of in separate tools.
How customizable is it?
Stages, categories, statuses, lead sources, next actions, menu titles, call audiences and outcomes, calling rules, proposal templates, permissions and which automations are switched on can all be configured to your business.
Some requests are separate pieces of work, such as a new integration, a new kind of record or a data migration. We tell you which is which before anything is agreed.
Which industries does Mako fit?
The platform is versatile. Ten example configurations on this site show how the same modules can be arranged for different kinds of business. They are illustrations built from platform capabilities, not a list of customers.
Does Mako connect to the tools we already use?
Mako connects to Microsoft 365 mailboxes, Mailchimp, Twilio for voice and SMS, Dropbox Sign, Facebook, Instagram and LinkedIn pages, and AI providers for text and voice, using your own accounts. Other integrations are scoped separately. Product names belong to their owners, and a listing does not imply endorsement.
Does the AI send messages on its own?
AI drafts e-mail for a person to review and send. The in-app assistant is read-only and cannot send or change anything. Social posts publish on a person's click, and autopilot campaigns still need approval for each draft.
Voice agents place or answer calls within the rules and settings you configure, and hand interested people to a person.
Can we switch automation off?
Yes. 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.
How do website forms reach Mako?
Your website posts form submissions to an intake endpoint using a key you control. Mako creates a prospect the way a person would, adds a note with what the visitor said, can queue the lead for follow-up and e-mails the owner.
How long does implementation take?
It depends on scope. We estimate during discovery rather than quoting a standard timeline.
What does it cost?
Pricing is scoped per engagement, so no list prices are published here. Use the contact form and we will talk through your requirements.
What about security and compliance?
This site makes no security or compliance claims. If your business has specific requirements, tell us in the contact form and we will review them with you directly before agreeing scope.
Can we see it before deciding?
Yes. Request a demo. The previews on this site use invented sample data and show the structure and terminology of the product.
Still have a question?
Ask it in the contact form and we will answer it directly.