Customermates: Open-Source CRM Software
Customermates helps small and mid-market teams manage sales pipelines and customer data. It is designed for businesses seeking a GDPR-compliant tool with automation options.
At a glance
- Category
- Sales
- Best for
- Small Businesses, Mid-Market Companies, Teams requiring GDPR compliance, Users seeking open-source CRM options
- Pricing
- Pricing starts at 10 EUR/month for the Basic plan with unlimited users. The Pro plan is 20 EUR/month and includes a managed AI agent. Enterprise options require a custom quote.
- Key use cases
- Sales Pipeline Management, Workflow Automation, GDPR-Compliant Lead Tracking, Task and Follow-up Coordination
- Integrations
- n8n, API access, Webhooks
- Official website
- customermates.com
Customermates is an open-source CRM designed for teams that need core sales tools. It focuses on functions such as contact management and deal tracking, allowing users to view pipelines through list, card, and Kanban views.
The software is geared toward small and medium-sized businesses that prioritize data privacy. It is developed in Germany and is GDPR-compliant, supporting teams with specific data residency requirements. It offers the option for self-hosting or managed cloud deployment.
In addition to CRM functions, the platform supports AI agents and connects with n8n for workflow automation. This helps teams link CRM data to other tools and automate repeatable processes.
Buyers should confirm if they require industry-specific CRM features, as this tool focuses on general utility. Those requiring managed AI agent capabilities should verify if the Pro plan meets their specific needs.
Key Features
Supports tracking opportunities from initial contact to closing using list, card, and Kanban pipeline views.
Centralized space to manage people, companies, and general CRM context.
Supports connecting the CRM to repeatable workflows and external tools.
Supports AI workflows with user-scoped access to CRM data.
Turns CRM data into widgets and grouped views for statistics.
Includes typed columns for filtering, grouping, and reporting of data.
Provides a traceable change history across the workspace.
Use Cases
Using Kanban and card views to track sales opportunities from first contact to closing.
Connecting CRM events to other business tools via n8n to automate routine processes.
Managing customer and lead data using German-hosted infrastructure.
Using tasks and reminders to keep follow-up actions visible for the team.
Best For
Integrations
Pricing
Pricing starts at 10 EUR/month for the Basic plan with unlimited users. The Pro plan is 20 EUR/month and includes a managed AI agent. Enterprise options require a custom quote.
FAQ
Yes, it offers a 3-day free trial.
The software uses infrastructure and hosting located in Germany to maintain GDPR compliance.
The Basic plan at 10 EUR/month covers core CRM features and unlimited users, while the Pro plan at 20 EUR/month adds a managed AI agent and built-in AI chat.
Yes, Customermates supports both self-hosting and managed cloud deployment.
Source category: Sales
Source subcategory: CRM
