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.
01CRM Features
CRM Features
Core features for daily work
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.
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.
Tags
Lightweight labels for quick segmentation.
File Attachments
Pin contracts, decks, and emails to records.
02Productivity
Productivity
To-dos, organization, and daily workflows with n8n
Tasks & Follow-ups
Anchor work to records and own it. Assign follow-ups, surface what's due, and stay on top of customer commitments without spreadsheets or scattered to-dos.
Reminders
Timely nudges so deadlines never slip.
Activity Overview
Open work and operational progress at a glance.
Universal Search
Find any contact, deal, or task instantly.
Filters & Segments
Save scoped views per team or workflow.
Quick Entry
Add records without leaving the page.
03Data Management
Data Management
Data import, export, reporting, logs
Reports & Dashboards
Turn CRM data into decisions. Build dashboards for pipeline value, cycle time, and team load. Group by anything, including custom fields, and share scoped views with your team.
CSV Import
Bring records in from your old CRM with field mapping.
Export
Get your data out via CSV or API, anytime.
Audit Log
Every change, every actor, kept and queryable.
04Team & Collaboration
Team & Collaboration
Team features, permissions, notifications
Built for Teams
Work together on shared customer and sales records, with clear ownership and no toes stepped on. Add seats, assign records, and hand off accounts without losing the history behind them.
User Management
Add users, structure the team cleanly.
Roles & Permissions
Per-object, per-field access for sales, ops, support.
Notifications
Stage changes, assignments, mentions — only what matters.
05Automation & Integrations
Automation & Integrations
Flexible extensibility with APIs, webhooks, and n8n
Native AI Agents
Plug Claude, ChatGPT, or Codex straight into your CRM via MCP. Your AI reads pipelines, logs notes, drafts follow-ups, and updates deals — no SDK, no glue code, no extra integration layer.
n8n Integration
Connect to hundreds of tools and build custom workflows.
Webhooks & Events
Fire downstream systems on any record event.
REST + GraphQL API
Build on the same model the UI uses.
06User Interface
User Interface
Intuitive and mobile-optimized
Productive in Minutes
Sign up, import your data, start working. No multi-week implementation, no admin walls, no training required for your team.
Clean Interface
Built for focused daily work.
Mobile Ready
Real responsive on phone and tablet.
07Security & Hosting
Security & Hosting
Data protection and infrastructure
Hosted in Germany
Data stored and processed in Frankfurt. No US sub-processors. Self-hosting available under AGPL — data residency is the default, not an upsell.
GDPR by Default
GDPR-friendly handling of customer data baked into the model.
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 7 days free