Boards that fit your work
Edit tasks, leads, and customers in shared boards. Group rows, configure columns, filter records, and save your views.
FAST SYSTEMS.YOUR BUSINESS. CONNECTED.
Keep customers, leads, tasks, and business documents together. Mako gives service businesses and growing teams a clearer way to organize relationships and daily work.
Stay Sharp. Move faster.
| Task | Status | Owner |
|---|---|---|
| Northline proposal | In progress | Alex Chen |
| Ellis discovery call | To do | You |
| Brookside update | Done | You |
ONE CONNECTED WORKSPACE
Edit tasks, leads, and customers in shared boards. Group rows, configure columns, filter records, and save your views.
Open a record for comments, assignments, history, and linked work. Convert a lead while keeping its identity and relationships.
See pipeline estimates, task status, outstanding invoice balances, and recorded payments with explicit metric definitions.
Enable in-app assignment alerts, onboarding tasks, and scheduled reminders. Scheduled rules require the background worker to be configured.
YOUR TOOLS. YOUR STARTING POINT.
Configurable boards, connected records, invoice and quote tools, jobs, appointments, reporting, and in-app workflows.
Suggested $199 USD one-time onboarding; confirm the final scope and fees with Mako.
AI, outbound email, and automated backups need the relevant services configured. Hosting limits, maintenance, and support scope are agreed with Mako.
Get startedStart by discussing your business processes, required changes, and integrations. Mako confirms scope, pricing, support, and delivery before custom work begins.
Discuss a custom CRM ↗Account creation is free and requires email verification. No payment details are collected during signup. After you choose your tools, Mako must activate your workspace before you can save business records. No automatic trial or subscription is started.
Yes. The demo lets you edit fictional tasks, leads, and customers. Changes stay in your browser tab for the session and can be reset.
Account creation is free and requires email verification. No payment details are collected during signup. After you choose your tools, Mako must activate your workspace before you can save business records. No automatic trial or subscription is started.
The current invoice tools create printable documents and record payments received elsewhere. They do not charge customers or email invoices automatically.
Contact Mako first. We agree on the business requirements, work, pricing, and ongoing service scope before building your tailored system.