MakeBox AI
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The tools.
The workflows. The next step.

A detailed look at what your CRM can do — and how we connect it with you.

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Your CRM.
Department by department.

Explore the tools, a possible workflow and what we configure with you. Availability depends on your selected plan, connected services and account settings.

01

Contacts & Deals

Keep the person and the opportunity together.

6 functions

One workspace for your contacts, conversations, sales stages and team responsibilities.

In your CRM: Contacts · Opportunities (Deals)

  • Contact records

    Keep contact details, notes, tags and custom fields together.

  • Contact segmentation

    Organise contacts using the fields, filters and tags you configure.

  • Sales pipelines

    Move deals through your configured stages, from enquiry to customer, and track open, won, lost or abandoned outcomes.

  • Opportunity records

    Track deal status, value, ownership and the next step.

  • Smart Lists

    Save filtered contact and opportunity views for repeat use.

  • Tasks & ownership

    Assign the next action to a person with a due date.

02

Conversations

Keep the conversation with the customer.

8 functions

Your shared conversation workspace brings messages from connected channels together with the customer's context.

In your CRM: Conversations

  • Connected-channel inbox

    Read and reply to connected Instagram DMs, Facebook Messenger, WhatsApp, eligible TikTok accounts, SMS, email and website chat.

  • Calls & transcripts

    Review call activity and recorded-call transcripts when recording and the transcription service are enabled.

  • SMS payment requests

    Send a payment link from Conversations with a connected phone and payment service.

  • Booking from the conversation

    Open the contact’s appointment tools and book on the configured calendar.

  • Customer context

    Keep messages linked to the contact record, notes and history.

  • Assignment & handoff

    Give a conversation to the team member responsible for the next step.

  • Snippets & replies

    Use the reply tools and approved reusable messages available in your workspace.

  • Conversation AI

    Enable an appropriately trained agent on selected supported channels when your plan and setup allow it.

03

Calendars & Booking

Turn interest into a time on the calendar.

5 functions

Give customers a clear booking path and keep the appointment connected to their contact.

In your CRM: Calendars

  • Booking links & embeds

    Share a calendar link or put the booking experience on your website.

  • Availability & time zones

    Set working hours, buffers and the availability rules you need.

  • Team calendars

    Use the calendar type that fits individual, team or group appointments.

  • Confirmations & reminders

    Configure messages around the appointment schedule.

  • Reschedule & cancel

    Give customers the options supported by your booking setup.

04

Calls & AI

Keep the call connected to the customer.

6 functions

Handle calls through your configured phone service and use voice agents where your account and setup allow them.

In your CRM: Conversations · Voice Calling / AI Agents

  • Phone connection

    Use a phone number and calling service configured for your account.

  • Call handling

    Handle incoming calls and configure eligible outbound Voice AI calls through workflows.

  • Call context & notes

    Keep the customer context and follow-up notes with the conversation.

  • Voice AI

    Configure a voice agent for the supported call-handling tasks you approve.

  • Knowledge & goals

    Give supported agents approved business information and agreed booking or qualification goals.

  • Handoff & testing

    Define human handoff rules and review agent tests and logs.

05

Social Planner

Plan the message. Choose the moment.

4 functions

Prepare and schedule social content for the accounts you connect to Social Planner.

In your CRM: Marketing · Social Planner

  • Social Planner

    Plan posts for connected Facebook, Instagram, LinkedIn, TikTok, YouTube, Pinterest, Threads, Bluesky and other supported accounts.

  • Content approvals

    Have a team member review a social post before it is scheduled.

  • Recurring & bulk posts

    Use recurring schedules or supported imports for a content calendar.

  • Campaign results

    Review the metrics available for each channel and post type.

06

Ad Manager

Prepare the campaign before you launch.

5 functions

The advertising workspace helps prepare, manage and report on supported campaigns through connected advertising accounts.

In your CRM: Marketing · Ad Manager

  • Campaign preparation

    Prepare supported Google Search, Facebook, Instagram and LinkedIn ad campaigns.

  • Creative & targeting

    Prepare ad copy, creative, audience choices and destinations.

  • Budget & schedule

    Set the campaign's advertising budget and timing in the configured advertising account.

  • Review before launch

    Check the account, creative and settings before an authorised campaign is published.

  • Campaign reporting

    Review the available delivery, spend and performance reports.

07

Email Campaigns

A message prepared for the right audience.

5 functions

Prepare email content and campaigns in the Marketing email workspace, using your connected sender and selected contact groups.

In your CRM: Marketing · Emails

  • Email templates

    Create reusable branded message layouts.

  • Audience selection

    Choose the contact group appropriate for the campaign.

  • Campaign scheduling

    Prepare a one-off message or use configured workflows for a sequence.

  • Sender setup

    Use the configured email service and sending identity.

  • Email results

    Review the delivery and engagement information the email tools provide.

08

Workflows

Connect the event with the next action.

6 functions

A visual workflow builder connects CRM events with messages, updates and team actions.

In your CRM: Automation · Workflows

  • Event triggers

    Start a workflow from supported contact, form, appointment or opportunity events.

  • Conditions & branches

    Choose a path based on the contact or event information.

  • Wait steps

    Set a delay or wait for the next relevant event.

  • CRM actions

    Update fields, apply tags, create tasks or manage opportunities.

  • Messages & notifications

    Configure customer messages and internal team alerts.

  • Webhooks & integrations

    Exchange data with supported connected services when needed.

09

Sites & Forms

Give every enquiry a front door.

5 functions

Your website, forms and landing pages connect the first customer enquiry with a contact record.

In your CRM: Sites · Funnels / Websites / Forms

  • Websites & landing pages

    Build pages around your services, offers and contact options.

  • Funnels

    Create connected pages for an enquiry, booking or offer.

  • Forms & surveys

    Collect the information needed for a quote, consultation or intake.

  • Live chat widget

    Start a conversation from your website and keep it in the CRM inbox.

  • Contact fields & tags

    Organise the source, service interest and other details you choose to collect.

10

Launchpad

Connect the essentials before the first day.

5 functions

Launchpad provides an account setup starting point. The available connection tasks depend on the account configuration.

In your CRM: Launchpad

  • Foundational setup

    Review the foundational account tasks presented in the setup guide.

  • Marketing & lead generation

    Find the available setup tasks for campaigns, funnels and lead capture.

  • Sales & conversations

    Review the setup tasks for contacts, pipelines and communication.

  • Website & monetization

    Review the website and monetization setup options relevant to your account.

  • Ecommerce setup

    Use the ecommerce setup tasks when that area is part of your scope.

11

Reputation

Make the next conversation feel considered.

5 functions

Build a repeatable process for after-service messages, feedback and review requests.

In your CRM: Reputation

  • After-service messages

    Use a completion event to start your agreed follow-up sequence.

  • Review requests

    Send a configured review link by email or SMS.

  • Review inbox

    Monitor reviews from the platforms you connect.

  • Reply support

    Manage review replies, with AI assistance where enabled.

  • Return-customer segments

    Use tags and filters to organise customers for appropriate future contact.

12

Payments

Bring the agreement and payment into the process.

5 functions

Keep proposals, invoices and payment records connected to your customer process.

In your CRM: Payments

  • Invoices & estimates

    Prepare and manage customer billing documents.

  • Documents & contracts

    Create proposals and agreements from templates or uploaded PDFs.

  • E-signatures

    Request signatures through the supported document process.

  • Payment collection

    Use payment options supported by your connected payment provider.

  • Payment-related workflows

    Use supported payment or document events in your follow-up process.

13

Client Portal

Give customers a place to return to.

5 functions

Create a branded customer-facing experience for the content and resources your business offers.

In your CRM: Memberships · Client Portal

  • Customer portal

    Configure a branded login and the customer resources you enable.

  • Courses & lessons

    Organise learning material into courses, modules and lessons.

  • Membership access

    Choose free or paid course access through configured offers.

  • Customer invitations

    Invite customers to the resources they are entitled to access.

  • Access workflows

    Use supported workflow actions to grant course access.

14

Reporting

See the process clearly.

5 functions

Bring the available CRM data into dashboards and reports that answer your team's questions.

In your CRM: Reporting / Dashboard

  • Dashboard widgets

    Choose the supported metrics and charts for your workspace.

  • Pipeline reporting

    Review opportunity stages, status and value.

  • Source & campaign views

    Use available attribution and channel data in your reports.

  • Filters & periods

    Focus a report on an audience, owner or reporting period.

  • Permissions & sharing

    Choose who can view or edit the dashboards you configure.

Example workflows are configured around your business during setup.

A clear plan.
From connection to launch.

Start with the departments your business needs. Add the next ones after the first process works.

Map your process

We start with your services, customer journey and the departments you need first.

Plan my connection
  • Choose your subscription and starting scope
  • Agree pipeline stages and team responsibilities
  • List the accounts and data to connect
  • Confirm module access and any usage charges

Starter

Start with contacts, your pipeline, booking calendar, live chat and SMS/email automations.

Growth

Add the listed Growth capabilities, including an AI voice receptionist, review management and three team seats.

Scale

Scope the listed Scale capabilities, including custom AI workflows, unlimited team seats and white-label options.

The pricing cards define the subscription offer. We confirm available modules, the setup scope and connected-service costs with you before activation.

Start with your process.

Choose your first departments and agree the connections your business needs.

Plan my connection Compare plans
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