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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.
Core features for daily work
Management of individual persons with any properties.
Assignment and management of companies with any properties.
Creation and maintenance of individual sales opportunities.
Manage deals as a list or kanban board.
Structured overview of all offered services.
Free text entries for contacts, deals, or services.
Categorization of entries via freely definable tags.
Links to external data storage.
To-dos, organization, and daily workflows with n8n
Creation and assignment of to-dos.
Automatic notifications for due dates.
Overview of all to-dos and processes.
Central search for all objects.
Create custom lists with filters.
Create contacts or deals with minimal effort.
Data import, export, logs
CSV import for contacts, organizations, and deals.
Export of CRM data for backups or external use.
Traceable history of changes.
Team features, permissions, notifications
Collaborative work on contacts, deals, and services.
Add and manage team members.
Fine-grained access control for teams.
Real-time notifications for important events.
Flexible extensibility with n8n
Connection with external tools via n8n.
Trigger workflows on events like new deals or status updates.
Custom integrations via programmable interface.
Intuitive and mobile-optimized
Clean, modern interface designed for efficiency.
No training required, intuitive navigation.
Fully responsive design for all devices.
Data protection and infrastructure
GDPR-compliant processing of personal data.
Storage and processing in German data centers.
Built for teams who value privacy, simplicity, and powerful insights
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.
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.
Customermates can be connected to hundreds of tools via n8n. Workflows can be built completely individually – from lead capture to service delivery.
All data is stored in German data centers in compliance with GDPR. The infrastructure is transparent, traceable and designed for long-term security.
The interface is deliberately streamlined and logically structured. Users find all important features immediately and can work efficiently without training.
No hidden costs, no add-ons and no feature bloat. Teams only pay for what they actually use.
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