From their first visit to their latest invoice.
A customer record gives your team the history behind the conversation. Find their bookings, membership details, account balance and activity before deciding how to follow up.
Search and filter customer records.
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.
More than a name and a phone number.
Each record brings together booking count, customer type, revenue and balance. Search by name, phone or email, narrow the list with the available filters and save the combination as a preset.
When a customer calls, the history is here.
Each customer has a seven-tab profile for details, bookings, memberships, tasks, documents, equipment and activity. The timeline includes payments and messages, giving your team a record of the work and conversations so far.
See every deal, from first contact to closed.
Deals move through six default stages: Lead, Qualified, Proposal, Negotiation, Won and Lost. Each stage has a probability used to calculate a weighted value alongside the open deal total.
Less time searching for customer details. More time following through.
Move deals through the pipeline and import customer records.
Connect customer records with accounts and calendars.
Frequently asked questions
Questions about customer records or importing your data? Talk to us.
Contact usIs there a limit on how many customers I can have?
Mako CRM includes unlimited customers and staff accounts. Pricing is per location. See the pricing page for current rates and messaging allowances.
Does the CRM work with the rest of Mako?
Customer records link to bookings, invoices, estimates, memberships, messages and pipeline deals. Use the profile and activity history to follow the customer's work.
Saved views?
A saved view is a filter combination you want to use again, such as customers with a balance. Ask which filters can be saved for your account and confirm the view reopens as expected.
Which searches can I use?
Search by name, phone, email or tag. Use the available filters to narrow the customer list.
Which customer fields can I map?
The CSV example maps name, phone, email, join date, tags and source.
What does a balance mean?
A balance is an amount to check against invoices and payments. Confirm financial access before using it for follow-up.
Who can see the record?
Team invitations are part of the wizard's six steps. CRM staff accounts are unlimited; discuss access to customer details, tasks and financial records before inviting the team.
Be ready for the next customer call.
See the customer's booking and account history in the CRM demo, then compare it with how your team works today.