Example configuration
One platform, configured for very different industries
Every industry page shows how Mako's modules can be arranged for that kind of business, with its own use cases and workflows. They are example configurations, not descriptions of existing deployments.
Financial Services & Banking
Client relationships, referrals and follow-up across advisors, branches and teams.
Healthcare & Medical
The business side of care: referral sources, practice groups, vendors and service work.
Real Estate & Property Management
Portfolios, owners, tenants and vendors, with maintenance tracked to completion.
Telecommunications & Connectivity
From inquiry to proposal, installation, work order and billed service call.
Insurance & Professional Services
Quotes that get followed up and paperwork that gets signed and filed.
Recruiting & Staffing
Client development and account management with outreach that keeps its own rhythm.
Hospitality & Entertainment
Venues, groups and events, plus promotions across e-mail and social.
Retail & Multi-Location
Many locations on one platform, each with its own service history.
Manufacturing & Distribution
Quotes, orders, deliveries and field service across accounts and sites.
Nonprofits & Associations
Chapters, members and partners on one platform shaped to the mission.
How an example configuration is built
Same modules. Your vocabulary, stages and rules.
Pick the modules
Each industry page features six capabilities that matter most for that kind of work.
Name things your way
Stages, outcomes, fields and menu titles use the words your team already uses.
Connect what you use
Mail, texting, e-signature and e-mail marketing run on your own accounts.
Example configurations use sample data and do not describe a customer, a deployment or a result.
Not listed? Most businesses are not a single template.
If your industry is not here, the same approach applies. Tell us how you operate.