Use Makula Field Service as a Light-Weight CRM

Manage customers, machine projects, and opportunities directly from your Field Service software. As a machine manufacturer you handle only a few large machine projects each year. Instead of a complex CRM like Salesforce, you need a simple, connected workspace to track opportunities, manage customer communication, and align sales, service, and engineering around your Installed Base.

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Centralise All Customer Information

Keep every customer, contact, and site in one shared workspace with this help desk software for OEMs. Give your sales team instant access to all customer data, including machines, service history, and asset-linked opportunity tracking.

Store customer and contact details in one central database. 

Link customers to their machines, locations, and service tickets.

Access a complete history of interactions and machine data.

Manage Machine & Project Opportunities

Makula streamlines service ticket management by tracking new machine projects, retrofits, and modernisations, all directly linked to the relevant machines and customers.

Create opportunities for new machine or retrofit projects.

Add deal value, probability, and responsible team members. 

Attach documents, quotes, and internal notes in one place.

Build & Track a Simple Sales Pipeline

Prioritise opportunities with a clear overview of your deals at every stage. Makula's Field Service software helps you visualise your pipeline from first contact to closed order.

Define custom stages like Lead, Offer, and Won/Lost.

Drag and drop opportunities across your pipeline.

Monitor deal values and closing probabilities.

Align Sales & Service Around the Customer

Because Makula connects sales, service, and asset data, your team can identify upsell and cross-sell opportunities effortlessly.

See all service history against machines in the field. 

Spot upgrade or spare-part opportunities based on usage data. 

Coordinate with service teams on shared customer accounts.

Never Forget a Customer Detail with AI Notetaker

After every customer visit, just speak your notes. Our AI Notetaker will:

Transcribe your voice

Summarise the key takeaways

Organise everything by customer, opportunity, and topic.

Make opportunity management simple: Stay on top of follow-ups, share structured summaries with your team, and close deals faster with minimal administrative tasks.

Give Customers What They Need Even After the Meeting

Don’t let the conversation end when you leave. With Makula’s Customer Portal, you can:

Share machine models, product brochures, and documentation. 

Let customers explore more machines on their own. 

Allow them to request quotes, upgrades, or spare-parts.

Automatically track interactions and interest.

Use Makula’s AI Copilot to Access Technical Knowledge Instantly

Makula’s AI Copilot enhances Makula's lightweight CRM solution by understanding your assets and documentation, helping your sales team instantly find technical data, specs, and references. Prepare offers or answer customer questions without searching through folders and emails.

Ask about any machine, product, or past project and get instant answers

Retrieve drawings, manuals, and performance data from your asset database. 

Turn service and installed base knowledge into faster, more accurate offers. 

The AI Copilot bridges sales, service, and engineering so your team spends less time searching and more time selling.

Here’s what our customers say about us

Since implementing Makula in June 2023, we've seen a dramatic reduction in errors and a significant boost to our after-sales efficiency. Makula has streamlined our processes, allowing us to provide faster and more accurate service to our customers. This has not only improved customer satisfaction but has also generated additional revenue through monthly sales.

Robert Thornton

Sales Director

The efficiency and clarity that Makula brought to our after-sales operation is unparalleled. Our team is more aligned, our customers are happier, and our revenue is on the rise. Highly recommended!

Norbert Kaiser

Managing Director

The overview of all the latest offers, spare part orders, invoices, and service reports, helps the customer enormously. The software has really developed very well and Makula is doing a great job. The service is great, if I need something, there is always an answer from Karina very quickly.

Michael G.

Chief Executive Officer

We have had a great experience with the Makula team from the sales process to onboarding and then helping with day to day support if needed. The team are always quick to come back to us and provide solutions to requests. The platform is easy to access and navigate and Makula have already incorporated most of the functionality we need. This enables us to support our customers with the tools and resources they need to order spares, access machine information or book service visits.

Lizzie W.

Marketing Executive

The software is very user-friendly and intuitive to use. The team assists very intensively with the transformation process and onboarding. We have managed to integrate the tool into our daily processes, thereby promoting our internal coordination and ultimately our spare parts sales.

Flynn S.

Advisory Board Member

Thanks to the implementation of Makula, we have achieved full traceability of all customer requests. We consolidated all after-sales interactions into a single platform, which has significantly improved our response times and operational efficiency

Fernando Neves

Global Customer Support Manager

Since we started using Makula, we've gained a broader perspective on the evolving world of digital after-sales. The software has seamlessly blended with our processes, enhancing operations and providing fresh insights. It's a gentle reminder of the portential avenues open for SME machine suppliers in this digital era.

Erik Döinghaus

Managing Director

Makula's platform has been a game-changer for us. Onboarding was incredibly smooth, and the system's ease of use has significantly improved our after-sales service efficiency. Our technicians now save several hours each day by reducing the time spent on phone calls and searching through scattered documents.

Edward Herbert

COO & Founder

Being a user of 30+ machine brands, I can firmly state that Makula's after-sales platform is transformative. It doesn't just enhance and streamline communication with OEMs—it revolutionises it, driving unparalleled customer satisfaction in an increasingly complex and dynamic production

Christopher Staub

Chief Executive Officer

Ready to transform your machine maintenance?

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