Find the CRM setup for your team
by team, by workflow, or by industry.Start with your team: small businesses, consultants, agencies, freelancers or startups, with professional services as the umbrella for client-facing firms. Or start with the workflow: client management, a sales pipeline, LinkedIn conversations or WhatsApp customer contact, each with its own feature page. More industry guides follow below. Each guide shows an example workspace with sample data and names the limits that matter before you buy.
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By team
Small Business
Keep customer records, opportunities and supported conversations in one configurable CRM. Explore a workspace for a small B2B team.
Consultants
A consulting CRM for independent consultants and small firms: clients, engagements priced as days times day rate, and email or LinkedIn context in one record.
Agencies
A CRM for marketing agencies: track inquiries, pitches, retainers and client conversations in one configurable workspace. Explore an example workspace.
Freelancers
A freelancer CRM for solo B2B work: clients, conversations and new work opportunities in one configurable workspace. Explore an example freelance workspace.
Startups
A CRM for founder-led B2B sales: prospects, opportunities and investor relationships in one configurable workspace, with MCP access for your own AI client.
Professional Services
Connect contacts, organizations, deals, services and follow-up tasks in one relationship and pipeline CRM, with weighted deal values, REST, webhooks and MCP.
By workflow
Contact Management
Contact and client management software for small teams: connect clients, contacts, opportunities and supported conversations. From €12 per user a month.
Sales Pipeline
Sales pipeline software for small relationship-led teams: opportunities by stage with probability, value and weighted value, with customer context close by.
LinkedIn CRM Integration
Connect supported LinkedIn conversations to contacts and opportunities in the cloud inbox from Pro. Explore the workflow and check plan limits. No CRM Sync.
WhatsApp CRM Integration
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.
All industry guides
Accountants
A CRM for small accounting and tax firms: clients, engagements and missing documents in one place, next to the practice software you keep.
Agencies
A CRM for marketing agencies: track inquiries, pitches, retainers and client conversations in one configurable workspace. Explore an example workspace.
Architects
A CRM for architecture firms: competitions, RFQs and private commissions in one pipeline, with clients, consultants and conversations on each project.
Coaches
A CRM for coaches who sell packages: inquiries, discovery calls, renewals and client messages in one place, with Mate follow-up drafts in Customermates Cloud.
Consultants
A consulting CRM for independent consultants and small firms: clients, engagements priced as days times day rate, and email or LinkedIn context in one record.
Financial Advisors
A CRM for small advisory and mortgage practices: prospects, referral partners, review dates and client conversations, beside your regulated systems.
Freelancers
A freelancer CRM for solo B2B work: clients, conversations and new work opportunities in one configurable workspace. Explore an example freelance workspace.
Insurance Agents
A sales CRM for insurance agents and brokers beside the AMS: prospects, renewal reviews, referral partners and client email or WhatsApp in one place.
Law Firms
A CRM for law firms and solo lawyers: intake pipeline, referral sources, conflict search and client history, next to your practice management software.
Personal
A personal CRM for freelancers, consultants and founders: notes, a next check-in date and, from Pro, email or LinkedIn messages with each person.
Professional Services
Connect contacts, organizations, deals, services and follow-up tasks in one relationship and pipeline CRM, with weighted deal values, REST, webhooks and MCP.
Real Estate
A real estate CRM for agents and small brokerages: buyer search profiles, listings, viewings and referrals, with email and WhatsApp next to each client.
Recruiting
A recruiting CRM for small agencies and search firms: client companies, hiring managers, candidates and search mandates in one place. Not an ATS.
Small Business
Keep customer records, opportunities and supported conversations in one configurable CRM. Explore a workspace for a small B2B team.
Startups
A CRM for founder-led B2B sales: prospects, opportunities and investor relationships in one configurable workspace, with MCP access for your own AI client.
Tradespeople
When a CRM helps a trade business and when job software fits better: enquiries, open quotes and service dates in one place, with WhatsApp on Pro.
Customermates
Explore an example workspace
The small-business workspace shows contacts, organizations, deals, services and tasks with sample data. Your own workspace starts empty; on Customermates Cloud, AI setup can build lists and stages from your description, or you create them in Configure.
Billing, delivery, clinical or regulated workflows stay in the specialist tools built for them.