Customer context
Conversations and linked CRM records.
- Unified Inbox
- Contacts & Organizations
- Deals
- Linked CRM Records
CRM and your AI, in one workspace.
Customermates is the open-source CRM for small client-facing teams. Contacts, deals and any list you configure live in one workspace, and Mate or your own AI through MCP prepares the next step for your review.
Your numbers, built from your own data
5
inbox channel families · Pro+
MCP
external AI clients operate allowed CRM actions
AGPL-3.0
open-source CRM core
EU
cloud database region (AWS Frankfurt)
DE
Made in Germany
How it works
Less copying into the CRM. More context in it.
- 01
Everything flows in
Connect email, LinkedIn, WhatsApp, Instagram and Telegram on Pro and up. Other tools, such as a form builder or n8n, create records through the REST API.
- 02
One customer story
Conversations attach to the right contact, organization and deal, so the record stays current without copy and paste.
- 03
AI prepares the next step
Mate or your own AI agent answers questions and drafts replies, and Mate also runs routines in Customermates Cloud. Drafts wait for your review in the conversation; when you ask Mate to send, it sends without a separate confirmation.
External AI through MCP or browser. Automations through REST, webhooks, and your n8n instance.
ChatGPT
Claude
Cursor
Gemini
Grok Bot
n8nAutomations
Unified inbox
Every channel, one customer story.
Every supported channel, one inbox
Email, LinkedIn, WhatsApp, Instagram, and Telegram conversations stay connected to the customer they belong to. On Pro and up.
Real people instead of anonymous threads
Customer identity, connected messages, and CRM context remain visible together, in any browser on desktop or phone.
Context your AI can use
Mate and connected AI clients read the same history you do, within your permissions.
Human control
Replies drafted, ready for your review.
A draft waits in the conversation until you edit or send it. A routine can prepare drafts every morning, so replies are ready before you are.
Pipeline and reporting
See the real value behind every move.
With conversations, deals and notes on the same records, the pipeline and the dashboard stay close to where things really stand.
- Table and Kanban views
- Real deal and weighted values
- Dashboards built from your own data
Routines
Recurring work, done before you start.
Routines run Mate in Customermates Cloud on a schedule or when something changes, like a Monday pipeline summary, reply drafts for new emails, or a check for duplicate records. Each run uses hosted AI credits from your plan's allowance.
- On a schedule, like every Monday at 8:00
- Or when a record or message changes
- Each routine runs as its owner, within their permissions
Guided walkthrough00:57
See how the workflow fits together.
The 57-second overview connects the main product surfaces and explains the broader workflow at a glance.
Pricing
Simple, honest, European
Transparent tiers, no hidden costs. Self-host the AGPL core for free; external services stay separate. Or start on Cloud with no credit card.
EU database region; no certification claimTransparent tiersOpen coreCancel anytime
Self-Hosted
Run the AGPL core app and PostgreSQL on your server with Docker Compose at Starter scope. External services stay separate.
Free coreunder AGPL
Download- Workspace users
- Core CRM records
- Documented API, MCP & webhook interfaces
- Interfaces for a separate n8n instance
- Community support
Cloud
PopularManaged for you; database in an EU region. Other providers may process data elsewhere.
from €12/ user / month
Start freeCompare plans- Starter: the core CRM
- Pro: unified inbox, 1 connected account per user
- Business: 3 accounts per user, shared accounts & priority support
What is an AI-native CRM?
A CRM built for AI agents from the start. In Customermates, conversations and records share one context. Mate, the AI agent in Customermates Cloud, or your own Claude, ChatGPT, or Cursor through MCP reads that context within your permissions, drafts replies, and updates records. Mate also runs routines on a schedule or trigger. Drafts wait for your review, and the core is open source.
Why is your CRM better than others?
It is not better for everyone, but it is different in ways that matter to small sales teams. External AI clients such as Claude, ChatGPT or Cursor operate the CRM directly through MCP with 53 tools. From Pro, email, LinkedIn, WhatsApp, Instagram and Telegram conversations sit next to the customer record 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, quotes or invoicing, a larger suite fits better.
How does the integration with n8n work?
Use the REST API and webhooks, or the published community node, to connect an n8n instance you operate or subscribe to. n8n is a separate product and is not bundled with Customermates.
How quickly can I get started?
You can create a workspace and first records quickly. Migration, external-client setup, and integration effort depend on your source data and systems.
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, Mate and Routines remain managed-cloud features, and connected providers remain separate.
Why is your CRM cheaper than others?
We have no investors to pay back and run a lean team, so we do not need enterprise-style pricing. There is one monthly price per seat, starting at €12 on Starter, and every core CRM feature is included from Starter. The core is open source, so you can also self-host it. Mate and Routines use the hosted AI credits included in each cloud plan. External AI clients, automation tools, and messaging providers you connect keep their own subscriptions and usage costs.