Getting Started
Connect your AI
Integrations
Self-Hosting
The landing screen after sign-in, configurable widgets over your CRM data, with stable anchor ids for AI agents driving the UI.
Customermates is an open-source, AI-native CRM. This page documents the Dashboard screen of the web app for humans and for AI agents that drive the UI.
The Dashboard is the landing screen after sign-in. It shows configurable widgets over your CRM data: pipelines, tasks, recent activity, whatever you set up. From here you jump off to every other screen in the app.
Use Add widget and choose Chart for aggregated CRM data or Activity timeline for a newest-first history feed. An activity timeline keeps its filters on that widget. Different activity widgets can therefore show different views without changing each other or the timeline on a record page.
The Changes category contains audit-log changes. Messages contains Inbox messages. Activities contains connected-account activity, such as accepted LinkedIn connections, and calendar events.
All accessible records are the implicit baseline. Filter an activity timeline by category, provider, connected account, conversation, or related contacts, organizations, deals, services, and tasks. Each field can be configured once. Relationship filters use the same operators as record lists: in and not in accept one or more records, while has some and has none need no value. Different filter fields are AND-combined, and multiple values within one in filter are OR-combined. Unlinked entries fail positive relationship filters and pass negative ones. Filters become persistent when you save the widget.
Entries are shown newest first. Use Load older for the next bounded page. A row can show one primary record, up to three related records, and a remaining-record count. Permitted record links open the relevant record, and message details can open the permitted Inbox thread. Rows without a CRM association remain visible without a record link. Message previews and details use the same safe rendering as record timelines.
| Access | Visible content |
|---|---|
| Audit log only | Permitted changes |
| Inbox messages only, with the cloud Pro messaging entitlement | Permitted messages, connected-account activities, and calendar events |
| Both permissions, with the cloud Pro messaging entitlement | One merged timeline containing all permitted sources |
| Neither | A non-sensitive unavailable state |
Audit-log changes are available independently of the messaging entitlement. Messages, connected-account activities, and calendar events require Inbox access and, in cloud mode, the Pro messaging entitlement. A missing connected messaging account removes messaging-based sources but does not hide permitted audit changes. Deleted or newly inaccessible filter values stop matching, are shown as Unavailable value for safe removal, and never expose their raw ids.
Route: /dashboard. All app routes are locale-prefixed, for example https://customermates.com/en/dashboard.
| Action | Where | Anchor id | What happens |
|---|---|---|---|
| Go to Dashboard | App sidebar | #nav-dashboard | Opens /dashboard |
| Add widget | Page header | #dashboard-add-widget | Opens the widget modal |
| Save / reset widget | Widget modal footer | #widget-modal-save / #widget-modal-reset | Creates or updates the widget (reset appears with unsaved changes) |
| Global search | Top of sidebar | #nav-search | Opens the search modal (also Cmd/Ctrl+K) |
| Create a record | Top of sidebar | #nav-add | Opens the record type picker |
| Search anything | Search modal | #global-search-input | Jump to any contact, organization, deal, service, or task |
| Open documentation | Sidebar footer | #nav-documentation | Opens /docs |
| Send feedback | Sidebar footer | #nav-feedback | Opens the feedback dialog |
New accounts land in the onboarding wizard at /onboarding/wizard before they see the Dashboard. It walks through profile, company, entities, demo data, AI setup, and team invites. Navigate it with the anchor ids #onboarding-next and #onboarding-back.
#dashboard-add-widget.?open=<entityType>:<id> (entity pages only). Stack multiple entries with commas, for example ?open=contact:abc,deal:xyz.