Connect an external AI client to your CRM and every conversation

A supported external AI client can use allowed CRM and inbox operations through MCP. You review its changes and drafts in Customermates. Client, model, subscription, and usage are separate.

Start a 7-day trial for 0€57 second walkthrough

✓ No credit card required ✓ Cancel anytime ✓ Made in Germany

demo.customermates.com · liveOpen

Bring your own AI. Customermates speaks MCP, so it works with whichever model you already pay for

Claude

ChatGPT

Codex

Gemini

n8n

Walkthrough

A 57 second tour no demo call required.

CRM an external AI client can update
A supported external client can use allowed MCP operations to update records or prepare drafts. Review its output in Customermates.
Every conversation in one inbox
Supported connected-account messages appear in one inbox. An external AI client may use allowed MCP operations; client and model are separate. On Pro and up.
Ready in 2 minutes, no setup project
Sign in, paste one snippet, done. No onboarding consultant, no pipeline workshop, no admin training.
Works with the AI you already pay for
Claude, ChatGPT, Gemini via MCP. No new subscription, no AI sidebar tier, no vendor lock-in.
MCP access in every tier
Bring a supported external AI client and model to operate contacts, deals, and tasks through MCP. Plans start at €12 per user per month; the AI service is separate.

How it works

Skip the CRM busywork. Paste a snippet. Done.

01
Sign in with Google or email
One click. No email verification loop. You are inside Customermates.
02
Click "Create API key"
Create a key for your supported external client and keep it secret. The client and model have their own setup, subscription, and data handling.
03
Paste the snippet into Claude, ChatGPT, or Gemini
A 4-line JSON block goes into your MCP config. Or click "Connect to Claude" and we handle the rest.
04
Ask your external client about allowed CRM data
Use MCP operations exposed by Customermates and review every result in the CRM.

~/agent

▶ silent · loops · 10sone snippet · your AI

Why Customermates

Everything you need

Powerful Open-Source CRM without the complexity. Privacy-friendly tools that just work.

External AI Clients Operate the CRM

Supported external clients can use allowed CRM operations through MCP. Their models, subscriptions, usage, and provider data handling are separate.

Unified Inbox

Supported messages from email, LinkedIn, WhatsApp, Instagram, and Telegram in one inbox. External AI access is separate. On Pro and up.

Contacts & Organizations

Manage people, companies, and CRM context in one place.

Deals

Track opportunities from first contact to closing.

Pipeline Views

Work in list, card, and Kanban pipeline views.

Tasks & Custom Dates

Assign tasks and add your own date or status columns when the workflow needs them.

Filters & Segments

Each user can save personal filters and views over shared CRM records. There is no shared team-view object.

Custom Columns

Add typed fields for filtering, grouping, and reporting.

Report & Statistics

Turn CRM data into dashboards, widgets, and grouped views.

Webhooks & Events

Trigger downstream systems from CRM lifecycle events.

API Access

Build custom integrations on top of the CRM model.

Connect Your n8n Instance

Use REST, webhooks, or the published community node with n8n you run or subscribe to separately.

Permissions

Control workspace access with roles and permissions.

Linked CRM Records

Connect contacts, organizations, deals, services, and tasks through supported relations.

Managed Cloud & EU Database Region

Use the managed cloud with its database in an EU region, or self-host the AGPL core CRM and PostgreSQL with Starter entitlements.

Open Source Core & Self-Hosting

Self-host the AGPL core CRM and PostgreSQL; the unified inbox and calendar view remain managed-cloud features.

REST API Access

Read and write CRM records through the API for migrations and external workflows.

Features

Features you actually need

Core CRM features in a clear interface, with open interfaces for separately operated integrations.

Contacts and Organizations

Manage customers, leads, and business partners in one place.

Deals

Track sales from first contact to closing with flexible pipelines.

Services

Manage all services and link them with deals.

n8n Community Node

Connect an n8n instance you operate separately through REST, webhooks, or the published community node.

Pricing

Simple, honest, European

Transparent tiers, no hidden costs. Self-host the AGPL core for free; external services stay separate. Or start on Cloud with no credit card.

Self-Hosted

Run the AGPL core app and PostgreSQL on your server with Docker Compose at Starter scope. External services stay separate.

Free coreunder AGPL

Download

Workspace users
Core CRM records
Documented API, MCP & webhook interfaces
Interfaces for a separate n8n instance
Community support

Cloud

Popular

Managed for you; database in an EU region. Other providers may process data elsewhere.

from €12/ user / month

Start free Compare plans

Starter: the core CRM
Pro: unified inbox, 1 connected account per user
Business: 3 accounts per user, shared accounts & priority support

✓EU database region; no certification claim|✓Transparent tiers|✓Open core|✓Cancel anytime

FAQ

Frequently asked questions

Can't find what you need? Contact us →

Customermates provides core CRM records, a unified inbox for supported connected accounts, MCP access for supported external AI clients, REST, webhooks, and a community node for your separate n8n instance. External clients, models, automation services, and provider costs remain separate.

Ready to get started?

Start with Customermates today and switch to an agentic Open-Source CRM built for flexible workflows and external AI clients connected through MCP.

Start for free View live demo

✓ No credit card required ✓ First 7 days free

Connect an external AI client to your CRM and every conversation

A 57 second tour no demo call required.

Skip the CRM busywork. Paste a snippet. Done.