AGPL · Open source on GitHub
CRM features that matter
built for the way your team actually works.
All Customermates features at a glance: contacts, deals, services, tasks, team features, native AI integration, and n8n automation. GDPR-compliant, quick to get started, and built for flexible workflows.
CRM Features
Core features for daily work
Contacts
Manage people and their CRM context in one place.
Organizations
Organize companies, accounts, and related business context.
Deals
Track opportunities from first contact to closing.
Pipeline Views
Work in list, card, and Kanban pipeline views.
Custom Columns
Add typed workflow fields for filtering and grouping.
Services
Keep sold or delivered services linked to deals.
Notes
Capture freeform context directly on CRM records.
Tags
Classify records with lightweight team-specific labels.
File Attachments
Link external files and supporting resources to records.
Productivity
To-dos, organization, and daily workflows with n8n
Tasks
Assign follow-ups and operational work across the team.
Reminders
Keep deadlines visible with timely reminders.
Activity Overview
Review open work and operational progress in one view.
Search Function
Find contacts, deals, services, and tasks quickly.
Filters & Segments
Build focused working sets for teams and workflows.
Quick Entry
Add new records fast without slowing down the workflow.
Data Management
Data import, export, reporting, logs
Import
Import CRM records from CSV with minimal setup.
Export
Export CRM data for backups and external processing.
Audit Log
Keep administrative and record changes traceable over time.
Report & Statistics
Turn CRM data into dashboards, widgets, and grouped views.
Team & Collaboration
Team features, permissions, notifications
Team Features
Work together on shared customer and sales records.
User Management
Add users and manage the team structure.
Permissions
Control access with roles and operational boundaries.
Notifications
Surface important updates and operational changes quickly.
Automation & Integrations
Flexible extensibility with APIs, webhooks, and n8n
n8n Integration
Connect CRM workflows to hundreds of external tools.
Webhooks & Events
Trigger downstream systems from CRM lifecycle events.
API Access
Build custom integrations on top of the CRM model.
AI Agents
Connect ChatGPT, Claude, and other native AI integration to your CRM via MCP.
User Interface
Intuitive and mobile-optimized
User Interface
Use a clean interface built for focused daily work.
Instant Use
Start quickly without long onboarding or training.
Mobile Optimization
Stay productive across desktop, tablet, and mobile.
Security & Hosting
Data protection and infrastructure
Data Protection
Operate with GDPR-friendly handling of customer data.
Hosting in Germany
Keep data stored and processed in German infrastructure.
Why Customermates?
Built for teams who value privacy, simplicity, Open-Source software, and agentic workflows
Quick setup
Customermates works without setup or training. Sign up, import data and start working productively right away – ideal for teams that don't have time for complex implementations.
Strong feature set
The system only includes the features teams actually need in everyday work. No bloated modules, no unnecessary menus, and no feature depth nobody uses.
Automation with n8n
Customermates can be connected to hundreds of tools via n8n. Workflows can be built completely individually – from lead capture to service delivery.
Secure data
All data is stored in German data centers in compliance with GDPR. The infrastructure is transparent, traceable and designed for long-term security.
Easy usability
The interface is deliberately streamlined and logically structured. Users find all important features immediately and can work efficiently without training.
No hidden costs
No hidden costs, no add-ons and no feature bloat. Teams only pay for what they actually use.
Ready to get started?
Start with Customermates today and switch to an agentic Open-Source CRM built for flexible workflows.
✓ No credit card required ✓ First 3 days free