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Customermates is a CRM built for small teams that want a clear system for customer relationships without complex setup.
It combines classic CRM workflows (contacts, organizations, deals, tasks) with practical AI support, integrations, and automation. This page is the best starting point if you want a quick product overview before moving into API docs, AI-agent workflows, or feature-specific guides.
We want CRM work to feel focused, fast, and reliable.
Our goal is one clear place for customer context, less repetitive manual work through automation and AI workflows, and a product that stays flexible enough for technical teams while still being simple for everyday business users.
Customermates combines four connected building blocks: a practical core CRM for contacts, organizations, deals, services, and tasks; AI agent workflows to speed up repetitive work; integrations for your technical stack; and team settings that keep account and organization management clean as your workspace grows.
The easiest way to navigate this documentation is to start with CRM Comparison for strategic context, then continue with CRM Integrations when you want to connect systems. From there, move into OpenAPI 3.1.0, MCP, n8n, or Skills depending on your setup.
For implementation patterns, use Entities & Relationships, Custom Columns, Webhooks & Events, and Dashboard & Widgets. For workspace governance and administration, finish with Account Settings, Company Settings, and Roles & Permissions.
If you are new, begin here and then follow the sidebar top to bottom.