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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.

Contacts linked to their companies, deals and conversations, with custom fields, Excel import and role-based access. 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.

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.

Bring LinkedIn messages into the cloud inbox, then inspect profiles, posts, engagement and Sales Navigator results through REST or MCP. No CRM Sync.

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 with a drag-and-drop deal board, stage probabilities and a weighted pipeline. Setup, multiple pipelines, limits and costs.

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

A simple CRM that starts with a working deal pipeline, five starter lists and XLSX import. From €12 per user per month, open-source core.

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.

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.