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AGPL · Open source219

Follow up on every client conversation.

Connect LinkedIn and email. Mate or your own AI agent drafts each reply and the next step, and you review and send them in one place.

Start your 14-day trialWatch the film (70 s)

No credit card · Open source (AGPL) · Database in Frankfurt · Works with your Claude or ChatGPT

Every client conversation from email, LinkedIn and WhatsApp in one place. Mate sets up your workspace and drafts the follow-up, you review and send. Works with Claude, ChatGPT or any agent that speaks MCP.

Ways you can use it

Pick the job. The workspace follows.

Your channels and your AI agents, connected

  • LinkedInLinkedIn
  • GmailGmail
  • OutlookOutlook
  • WhatsAppWhatsApp
  • InstagramInstagram
  • TelegramTelegram
  • Claude
  • ChatGPT
  • Gemini
  • Cursor
  • n8n

Start from one description

One description. A workspace your agent built.

This is what setup builds from one sentence. Sample data, the real product.

  1. Describe your business

    One sentence about your team, your clients and how you sell.

  2. Mate builds it

    It asks a few questions, then creates the lists, pipeline, dashboard and playbook.

  3. Work in it

    Connect LinkedIn and email. Click through a finished example below.

Your description to Mate

We're a four-person strategy consultancy. Track clients, engagements and proposals, and help us follow up with prospects on LinkedIn.

Send to
  • Mate
  • Claude
  • ChatGPT
  • Cursor
Dashboard in the example workspace, using demo dataDashboard in the example workspace, using demo data
Engagements in the example workspace, using demo dataEngagements in the example workspace, using demo data

Widgets built from the workspace's own lists and fields

Customermates for consultants

Every reply, handled

Then it keeps up with you. Replies drafted, next steps on your dashboard.

When a client writes, Mate drafts the answer from your playbook and puts the next step on your dashboard. You review, edit and send.

LinkedIn

Jonas Weber

Halden & Co. · LinkedIn

Fri 16:42

Sounds good. Could you send the revised scope next week? Then I can take it to our board.

Drafting a reply from your proposal playbookDraft, waiting for your review

Hi Jonas, thank you. I'll send the revised scope on Tuesday, with the two workshop options we discussed. Best, Anna

EditSend draft

Draft saved. Next step added to your dashboard.

Send revised scopeHalden & Co. · due todayAdded by Mate

How it works

Everything your follow-up needs, in one place. Four parts that work together.

Your knowledge, your client data and your conversations live together, so every agent that helps you works from the same facts.

  1. Agents

    Every plan, Mate on paid Cloud

    Mate is built in. Or connect the AI you already pay for, and it works with the same records and rules.

  2. Inbox

    Cloud, from Pro

    Email and LinkedIn, plus WhatsApp, Instagram and Telegram, beside the client each conversation belongs to.

  3. Data

    Every plan

    Clients, deals and any list your business needs, with your own fields, stages and views.

  4. Knowledge

    Every plan

    Playbooks, prices and how you work, written once. Mate and connected agents use the pages their permissions allow.

Built on our own work

We run our own sales on Customermates.

Our prospects, partners and conversations live in a Customermates workspace. AI agents connected through MCP prepare the replies and follow-ups. We approve each new kind of message once, and similar ones follow the rules we approved.

  1. 01A reply arrives on LinkedIn or by email
  2. 02An agent drafts the answer and the next step
  3. 03A new kind of message waits for our approval

The same product you start with today.

For VAs, agencies and automation builders

Run follow-up for your clients.

Set up one workspace per client, connect their channels and let agents prepare the work you deliver.

  • Up to 20 workspaces per login, one per client
  • Your own agents and recipes through MCP
  • 35% commission on qualifying subscription payments
See the partner programme

Pricing

Simple per-seat pricing. Start with 14 days of Pro.

One monthly price per person, in euros. Your own Claude or ChatGPT subscription stays with its provider.

  • Starter

    €12per person/month

    Your workspace and your own AI

    • Lists, pipeline, dashboards and Knowledge Base
    • MCP for Claude, ChatGPT and Cursor
    • No inbox or connected accounts
    Start your 14-day trial

  • Pro

    Best for follow-up

    €29per person/month

    Follow up from LinkedIn and email

    • Unified inbox, 1 connected account per person
    • Mate drafts replies, 3x Starter usage
    • 5 routines per person
    Start your 14-day trial

  • Business

    €69per person/month

    Teams that share inboxes

    • 3 connected accounts per person
    • Share a whole account with the team
    • 10x Starter usage, priority support
    Start your 14-day trial

Compare all plans

FAQ

Frequently asked questions

Do I have to replace my CRM?
No. You can start by connecting LinkedIn or email and use Customermates for conversations, drafts and next steps while your current CRM keeps the pipeline. Import contacts from an Excel workbook whenever you want, and connect other tools through the REST API, webhooks or n8n. There is no built-in two-way sync with other CRMs.
Does Mate send messages on its own?
Mate saves reply drafts for your review in the conversation. It sends when you ask it to, or when you set up a routine that sends. Your own AI client follows the permissions of the account it connects with.
Is there a free plan?
Yes, to try it alone: Customermates Cloud is free for 1 person and 250 records. Your first workspace starts with Pro free for 14 days without a credit card and then moves to Free unless you choose a paid plan; every further workspace starts by choosing a plan. Free has no inbox, Mate or routines. You can also self-host the open-source core for free with the Starter feature set.
Who is Customermates for?
Small client-facing teams: small businesses, consultants, agencies, freelancers and startups. It also fits by workflow: client management, a sales pipeline, LinkedIn conversations or WhatsApp customer contact. Each of these has its own page under Solutions and an example workspace with sample data you can explore. The example lists show one way to configure Customermates; your own workspace starts empty and holds the lists you create.
How is Customermates different from other CRMs?
It is not the right fit for everyone, but it is different in ways that matter to small client-facing teams. External AI clients such as Claude, ChatGPT or Cursor operate the CRM directly through MCP with 59 tools. On Customermates Cloud from Pro, email, LinkedIn, WhatsApp, Instagram and Telegram conversations sit next to the contact in one unified inbox. The core is open source (AGPL-3.0) and can be self-hosted, and the managed cloud database runs in the AWS Frankfurt region. If you need marketing automation, sequences, quotes or invoicing, a larger suite fits better.
Which features need which plan?
Core CRM, MCP and the REST API are in every plan, including Free and self-hosting; webhooks and the n8n node come with every paid plan and self-hosting. The inbox is on Customermates Cloud from Pro: on Pro you connect your own accounts and share single threads; sharing a whole connected account with the team needs Business, Max or Enterprise. Mate, routines and AI setup run on Customermates Cloud only, within each paid plan's credits. A self-hosted instance has the Starter feature set without the inbox, Mate or AI setup.
Where is my data stored?
The managed database runs in the AWS Frankfurt region, while application hosting and other providers, including US providers, are listed on our Subprocessors page. You can self-host the AGPL core CRM application and PostgreSQL with the Starter feature set; the unified inbox, calendar view, AI setup, Mate and Routines remain managed-cloud features, and connected providers remain separate.

Can't find what you need? Contact us →

Customermates

Ready to follow up on every client?

Start with one channel and one client. Your trial runs 14 days on Pro without a credit card, or explore a consultancy demo workspace first.

Start your 14-day trialExplore the demo

No credit card · Cancel anytime · Made in Germany