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What cloud CRM software is, how it differs from on-premises and self-hosted CRM, a checklist for choosing one, and where Customermates fits or does not.

Contact and client management software for small teams: connect clients, contacts, opportunities and supported conversations. From €12 per user a month.

Customermates has a REST API with an OpenAPI 3.1 spec, bulk endpoints, signed webhooks and MCP on every plan, self-hosted included.

Connect Customermates to other tools with REST, signed webhooks, MCP for AI clients and your own n8n. Every plan, self-hosted too, with honest limits.

CRM reporting in Customermates: dashboard charts over deals, contacts and tasks, a weighted pipeline and record analysis by Mate. Setup, plans and limits.

Track who needs a follow-up with a next-contact date, an inbox view of unanswered threads and, in Customermates Cloud, AI drafts. No reminder pings.

Keep company guidance, procedures and customer context in one workspace. Give people and AI clients the same sources, with clear permissions and limits.

Track every lead from first message to won deal: a stage field, a source field, saved views and conversations on the contact. No scoring or forms.

Connect supported LinkedIn conversations to contacts and opportunities in the cloud inbox from Pro. Explore the workflow and check plan limits. No CRM Sync.

Customermates is an open source CRM with an AGPL core. Try the managed cloud for 7 days without a card, or run it self-hosted with Docker.

Connect Outlook to Customermates: email in the CRM inbox, folder moves that reach your mailbox, calendar events read-only. No add-in. Pro or higher.

Sales CRM software for small teams: deals on a stage board, a weighted pipeline and client conversations on each contact. Plans, setup, limits, costs.

Sales pipeline software for small relationship-led teams: opportunities by stage with probability, value and weighted value, with customer context close by.

Run the Customermates CRM application and PostgreSQL on your infrastructure with Docker Compose. AGPL core, MCP, REST and webhooks are included.

A simple CRM with an open-source core: lists built by the cloud AI setup or by you, plus Excel import. From €12 per user per month.

Tasks in Customermates link to contacts, organizations, deals and services, with assignees, notes and custom fields. No due dates or reminders built in.

Manage Gmail, Outlook, IMAP, LinkedIn, WhatsApp, Instagram and Telegram conversations in one CRM inbox. Available in Customermates Cloud from Pro.

Connect a WhatsApp account to the Customermates Cloud inbox from Pro, reply to chats and match contacts by phone number. Not the WhatsApp Business API.

Automate CRM work with AI routines on a schedule or record event, and with webhooks, REST and n8n for fixed rules. Plans, limits and two worked setups.