A platform shaped around your processes, not a template
Some businesses do not look like any industry page. A custom enterprise engagement starts with how you operate and configures Mako to fit.
How it works
Four steps from your process to your platform
Discover
We map your stages, teams, handoffs, documents and the tools you already use, and agree what success looks like for you.
Shape
We set the lists, outcomes, templates, permissions and automations to your process.
Connect
Your mail, texting, voice, e-signature, e-mail marketing and social accounts are connected.
Launch and refine
Switches go on as each part is ready, and the configuration is adjusted with your team.
What we shape
Where customization shows up
Your vocabulary
Categories, statuses, lead sources, next actions and even menu titles use your words.
Lists and titlesYour automations
Stage changes can trigger proposals, signature requests and follow-ups, with the approvals and switches you choose.
Stage-triggered automationYour structure
Parents, locations, chapters and partners modeled the way your organization is actually built.
Multi-location structuresYour outreach
Call audiences, outcomes, calling rules and message templates tuned to how you reach people.
Dialer rulesYour accounts
Microsoft 365, Mailchimp, Twilio, Dropbox Sign and social pages connect with your own credentials.
IntegrationsBe clear about scope
Configuration first. Then, honestly, what is left.
Most of what businesses ask for is configuration of modules that already exist. Some requests are different: a new integration, a new record type, a data migration. We tell you which is which before anything is agreed.
- We do not promise outcomes. We promise to be specific about what is configured and what is not.
- Requirements with regulatory or contractual weight are reviewed with you during discovery, before scope is agreed.
- Pricing and timelines are scoped per engagement, so none is listed here.
Discuss a custom solution
Tell us what your business does and where your current tools get in the way.