Browse every feature every tool, in one place.
Browse contacts, deals, services, tasks, the unified inbox, MCP access for external AI clients, REST, webhooks, the community node for your separate n8n instance, and self-hosting. Tap any tile to see its actual scope.
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Account Management
CRM for account management: track key accounts, linked contacts, deal history, and revenue in one open-source CRM with a database in an EU region.
Cloud CRM
Run contacts, organizations, deals, services and tasks in a managed cloud CRM with REST, webhooks and MCP. The open-source core can also be self-hosted.
Contact Management
CRM contact management to organize contacts, companies, and relationships in one place. Search, filter, segment, and customize fields. Open-source.
CRM API
CRM API with documented REST resources, 26 webhook event types, an OpenAPI spec, and 46 MCP tools for supported external AI clients.
CRM Integration
CRM integration through REST, 26 webhook events, 46 MCP tools, and a community node for a separate n8n instance. The managed database uses an EU region.
CRM Integrations
CRM integrations over REST API, webhooks, and MCP for external AI clients. Reach 400+ tools with your own n8n instance. From €12/user/month.
CRM Reporting
CRM reporting through configurable dashboard widgets over your deals, contacts, and activity, with no separate BI tool. External AI clients query over MCP.
Customer Service
Customer service CRM context: the full customer timeline, linked tasks, notes, and service history in one system. Not a ticketing or SLA platform.
Email Integration
CRM email integration for connected Gmail, Outlook, and IMAP accounts. Threads sync into the unified inbox from Pro; campaigns and sequences stay separate.
Follow-Up CRM
Follow up CRM with tasks linked to contacts, deals, and organizations, so the next action stays visible. Reminders and sequences run in separate workflows.
Lead Management
CRM lead management with visual pipelines, custom qualification fields, and linked contacts. Scoring, routing, and nurture run in separate tools.
Lead Tracking
CRM lead tracking with configurable pipeline stages, custom fields, and stored lead source data. Scoring, routing, and enrichment stay in separate systems.
LinkedIn CRM Integration
Bring LinkedIn messages into the cloud inbox, then inspect profiles, posts, engagement and Sales Navigator results through REST or MCP. No CRM Sync.
Outlook Integration
Outlook CRM integration with email in the unified inbox and a read-only calendar view. Use separate n8n workflows when needed. Database hosted in an EU region.
Project Management
CRM project management through tasks linked to deals, contacts, and organizations, with assignments, custom fields, and Kanban views. Open-source core.
Sales Automation
Sales automation through REST, webhooks, MCP, and a community node for a separate n8n instance. Run deal triggers and follow-up sequences in external workflows.
Sales Pipeline
Sales pipeline management software with drag-and-drop kanban boards, customizable deal stages, and dashboard charts. Open source, database in an EU region.
Sales Software
Sales CRM with contacts, deals, pipelines, tasks, and dashboards in one open-source system. MCP and REST connect external AI clients and your own n8n.
Sales Tracking
Sales tracking with deal records, linked CRM context, custom fields, dashboards, and stage-weighted pipeline totals. Predictive forecasts stay external.
Self-Hosted CRM
Run the Customermates CRM application and PostgreSQL on your infrastructure with Docker Compose. AGPL core, MCP, REST and webhooks are included.
Simple CRM
Simple CRM your team will actually use: set up in minutes, no training, no CRM admin. Three clear tiers from €12/user/month, open-source core.
Slack Integration
CRM Slack integration built with your own n8n instance: deal alerts, lead notifications, and Slack-to-CRM actions over webhooks and the REST API.
Task Management
CRM task management with assignable tasks linked to contacts, organizations, deals, and services, plus typed custom fields, Kanban views, MCP, and REST.
Unified CRM Inbox
Manage Gmail, Outlook, IMAP, LinkedIn, WhatsApp, Instagram and Telegram conversations in one CRM inbox. Available in Customermates Cloud from Pro.
Customermates
Verify the feature in context
Open the feature that matches your workflow, review its boundaries, and test the relevant records or interface in the live demo.
Cloud and self-hosted availability differ; each feature page states the relevant boundary.