Mako CRM

Every customer, every detail, one place.

Stop losing clients across spreadsheets, sticky notes, and your memory. Mako gives you a real CRM built for how service and class-based businesses actually work, not a repurposed enterprise tool.

Yoga studiosSalons & spasFitness centers TradesWellness practices

CRM SOLUTIONS

Find any customer in seconds.

Search by name, phone, email or tags. Filter by priority, status, booking history or source, and save your favourite filter combos as presets so your most-used views are one click away.

CUSTOMER DATABASE

More than a name and a phone number.

Every record shows booking count, recurring status. Occasional, Regular or VIP: revenue metrics, and the full history of your relationship. Filter by any of it, then save the combination as a preset.

Saved filter presets for the views you live in
Booking count, tier and revenue on every row
Balances surfaced before you have to ask
Search name, phone, email or tag…
Saved: Owes money
All214 Unlimited18 Owes4
DC
Desmond Cole
Standing Saturday class
Unlimited
visits 31 lifetime $5,480 balance $150
AC
Alvin Campbell
At risk · attendance dropped
Unlimited
visits 23 lifetime $1,860 last visit Jun 12
DetailsBookingsMemberships TasksDocumentsEquipmentActivity
DC
Desmond Cole
Unlimited since Nov 2024 · Instagram
31
visits
$5,480
lifetime
Preferred classVinyasa Flow
InstructorNadia Reyes
WaiverSigned Nov 12
SourceInstagram
Activity timeline
Checked in Jul 23
Vinyasa Flow · 6:30 PM
Invoice sent Jul 22
INV-1051 · unlimited monthly · $150
CUSTOMER PROFILES

A complete picture, not a contact card.

Each customer gets a seven-tab profile: contact details, booking history, memberships and attendance, tasks, documents, equipment tracking, and a full activity timeline including payments and messages. Whether you're a studio tracking class attendance or a plumber tracking equipment on site, every detail lives in one place.

Seven tabs, one customer, no tab-hopping
Payments and messages on the same timeline
Linked to their bookings, invoices and deals
SALES PIPELINE

See every deal, from first contact to closed.

A visual Kanban board has six default stages: Lead, Qualified, Proposal, Negotiation, Won and Lost. Each stage has a weighted probability, which gives you a more realistic pipeline value.

Drag deals between stages
Weighted value beside the headline number
Sent estimates become deals automatically
Weighted pipeline value
$4,120
$7,800 open
Lead20%
Corporate wellness
$1,800
Qualified40%
Prenatal series
$960
Won100%
Reformer 1:1 pack
$340
12 hrs

a week is what small businesses spend on manual customer management: 600+ hours a year you could spend growing instead.

PERSONALIZED SOLUTIONS

Your deals and your data, both yours to move.

INTEGRATIONS

Connect with your favourite tools.

Request additional integrations
FAQS

Frequently asked questions

Having any issues? Report them to our team.

Contact us
Is there a limit on how many customers I can have?

Starter includes 100 customers. Team includes 1,000 with the option to add more in packs of 500. Enterprise is unlimited.

Does the CRM work with the rest of Mako?

Everything is connected. Customer records link to their bookings, invoices, estimates, memberships, messages and pipeline deals automatically.

What is Mako?

Mako is built for service businesses. It brings CRM, scheduling, payments, team tools, AI features and financial reporting into one app, so you can run the business without piecing together several systems.

Is there any demo available?

Yes. The guided product demo requires a valid work email. No credit card or sales call is required.

Can I import my existing customers?

Yes. Upload a CSV file and Mako will map your columns to customer fields and tags.

Do you perform full migrations?

Yes. Upon a full year commitment, our team can look at what you have on other platforms and perform the migration for you.

How long does setup take?

The onboarding wizard walks you through 6 steps: your business info, your profile, how you work, your services (pre-populated based on your industry), your booking link, and inviting your team. Most users are up and running within a single session.

Stop managing customers from memory

Start today.

Mako CRM is built for businesses that run on relationships, not spreadsheets.