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All features a CRM for small businesses needs
All Customermates features at a glance: Contacts, Deals, Services, Tasks, Team features and n8n automation. GDPR-compliant, quick to get started and ideal for small businesses.
CRM Features
Core features for daily work
Contacts
Management of individual persons with any properties.
Organizations
Assignment and management of companies with any properties.
Deals
Creation and maintenance of individual sales opportunities.
Pipeline Views
Manage deals as a list or kanban board.
Services
Structured overview of all offered services.
Notes
Free text entries for contacts, deals, or services.
Tags
Categorization of entries via freely definable tags.
File Attachments
Links to external data storage.
Productivity
To-dos, organization, and daily workflows with n8n
Tasks
Creation and assignment of to-dos.
Reminders
Automatic notifications for due dates.
Activity Overview
Overview of all to-dos and processes.
Search Function
Central search for all objects.
Filters & Segments
Create custom lists with filters.
Quick Entry
Create contacts or deals with minimal effort.
Data Management
Data import, export, logs
Import
CSV import for contacts, organizations, and deals.
Export
Export of CRM data for backups or external use.
Audit Log
Traceable history of changes.
Team & Collaboration
Team features, permissions, notifications
Team Features
Collaborative work on contacts, deals, and services.
User Management
Add and manage team members.
Permissions
Fine-grained access control for teams.
Notifications
Real-time notifications for important events.
Automation & Integrations
Flexible extensibility with n8n
n8n Integration
Connection with external tools via n8n.
Automation Triggers
Trigger workflows on events like new deals or status updates.
API Access
Custom integrations via programmable interface.
User Interface
Intuitive and mobile-optimized
User Interface
Clean, modern interface designed for efficiency.
Instant Use
No training required, intuitive navigation.
Mobile Optimization
Fully responsive design for all devices.
Security & Hosting
Data protection and infrastructure
Data Protection
GDPR-compliant processing of personal data.
Hosting in Germany
Storage and processing in German data centers.
Why Customermates?
Built for teams who value privacy, simplicity, and powerful insights
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 features that small businesses actually need in everyday work. No bloated modules, no unnecessary menus, no feature depth that 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 benefit from a CRM for small businesses that adapts to your needs.
✓ No credit card required ✓ First two weeks free