Deals & Pipelines
Track every opportunity from first touch to close. Drag deals across stages, switch between list, card, and Kanban without losing context, and define custom stages per pipeline.
CRM features that matter built for the way your team actually works.
All Customermates features at a glance: contacts, deals, services and tasks; a cloud Mate entitlement whose live availability depends on the hosted environment; a unified inbox across email, LinkedIn, WhatsApp, Instagram and Telegram; MCP for external AI clients; and open automation interfaces.
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01
CRM Features
Core features for daily work
Contacts
People and the context behind every conversation.
Organizations
Companies and accounts, linked to the people behind them.
Multiple Views
List, card, and Kanban for the same data.
Custom Columns
Typed fields you can filter and group by.
Services
Sold or delivered services attached to deals.
Notes
Freeform context on any record.
Single-select Fields
Typed option lists for stages, statuses, and segments.
Linked Records
Connect contacts, organizations, deals, services, and tasks.
02
Unified Inbox
Every customer conversation in one place (Pro and up)
One Inbox, Every Channel
Email, LinkedIn, WhatsApp, Instagram, and Telegram in a single native inbox inside the CRM. Threads link straight to the contact, so context follows the conversation.
External AI Clients via MCP
A supported external client can use allowed CRM and inbox operations through MCP. Client, model, subscription, and usage are separate.
WhatsApp, Instagram & Telegram
Native messaging channels that few CRMs offer, alongside email and LinkedIn.
LinkedIn & Sales Navigator
LinkedIn messaging plus Sales Navigator search, connected to your records.
Read-only Calendar Data
Read calendars and events from a connected account through MCP. Creating, editing, and booking are not supported.
Message Attachments
Files that arrive on an email or chat stay with the thread.
Shared Accounts
Team-wide inbox visibility and one timeline across every channel (Business and up).
03
Productivity
To-dos, organization, and user-defined workflow fields
Tasks & Follow-ups
Anchor work to records and own it. Assign follow-ups, link them to the contact, organization, deal, or service they belong to, and stay on top of customer commitments without spreadsheets or scattered to-dos.
Due Dates You Define
Add a date column to tasks, then filter and sort on what is next.
Activity Overview
Open work and operational progress at a glance.
Universal Search
Find any contact, deal, or task instantly.
Filters & Segments
Save scoped views for your own recurring workflows.
Quick Entry
Add records without leaving the page.
04
Data Management
Open data interfaces and personal reporting
Reports & Dashboards
Turn stored CRM data into decisions. Build personal dashboards for supported counts, values, and groupings, including custom fields. Derived cycle-time and team-performance metrics require external calculation.
Create Through Open Interfaces
An integration you operate can create supported records through REST or an external AI client over MCP. There is no CSV importer.
REST API Access
Read supported CRM resources through the REST API for integrations you operate. There is no built-in CSV exporter.
Linked CRM Records
Connect contacts, organizations, deals, services, and tasks through supported relations.
05
Team & Collaboration
Team features, permissions, invitations
Built for Teams
Work together on shared customer and sales records with clear ownership. Add seats, assign records, and hand off accounts without losing the recorded context behind them.
User Management
Add users, structure the team cleanly.
Roles & Permissions
Control read and manage permissions per CRM resource and role.
Invitations
Invite colleagues by email and assign their role on the way in.
06
Automation & Integrations
Configurable hosted assistance and flexible extensibility with MCP, APIs, webhooks, and n8n
Hosted Mate capability
Every cloud plan includes an in-app Mate entitlement and monthly hosted-AI allowance per active user. Live availability depends on the hosted environment. When enabled, sensitive tool calls use separate confirmations. Self-hosted deployments do not include Mate or hosted credits.
External AI Clients via MCP
Connect Claude, ChatGPT, Gemini, or another supported client through MCP (48 tools). The client and model are separate from Customermates.
Works with n8n
Drive your own n8n from CRM webhooks and the REST API. n8n is a separate product you run or subscribe to.
Webhooks & Events
Fire downstream systems on any of 26 webhook events across records and messaging.
REST API
Build on the same OpenAPI 3.1 model the UI uses.
07
User Interface
Intuitive and mobile-optimized
Productive in Minutes
Sign up, create your first records, start working. No multi-week implementation, no admin walls, no training required for your team.
Clean Interface
Built for focused daily work.
Mobile Ready
Responsive in supported phone and tablet browsers.
08
Security & Hosting
Data protection and infrastructure
EU Database Region
The managed database for the hosted service runs in an EU region. Application hosting and other providers, including US providers, are named in our [subprocessor list](/subprocessors).
Self-Hosted AGPL Core
Run the AGPL core CRM application and PostgreSQL with Starter entitlements. The unified inbox and calendar view remain managed-cloud features; connected providers stay separate.