AI TOOL PROFILE
Customermates: Open-Source CRM Software
- Sales
- CRM
- 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.
At a glance
- Best for
- Small Businesses, Mid-Market Companies, Teams requiring GDPR compliance, Users seeking open-source CRM options
- Key use cases
- Sales Pipeline Management, Workflow Automation, GDPR-Compliant Lead Tracking, Task and Follow-up Coordination
- Integrations
- n8n, API access, Webhooks
- Official website
- Visit Customermates official website
How AI is used
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
Deal Tracking
Supports tracking opportunities from initial contact to closing using list, card, and Kanban pipeline views.
Contacts & Organizations Management
Centralized space to manage people, companies, and general CRM context.
n8n Automation
Supports connecting the CRM to repeatable workflows and external tools.
AI Agents
Supports AI workflows with user-scoped access to CRM data.
Reporting Dashboards
Turns CRM data into widgets and grouped views for statistics.
Custom Fields
Includes typed columns for filtering, grouping, and reporting of data.
Audit Logging
Provides a traceable change history across the workspace.
Use Cases
Sales Pipeline Management
Using Kanban and card views to track sales opportunities from first contact to closing.
Workflow Automation
Connecting CRM events to other business tools via n8n to automate routine processes.
GDPR-Compliant Lead Tracking
Managing customer and lead data using German-hosted infrastructure.
Task and Follow-up Coordination
Using tasks and reminders to keep follow-up actions visible for the team.
Integrations
- n8n
- API access
- Webhooks
FAQ
Does Customermates offer a free trial?
- Yes, it offers a 3-day free trial.
Where is Customermates data stored?
- The software uses infrastructure and hosting located in Germany to maintain GDPR compliance.
What is the difference between the Basic and Pro plans?
- 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.
Can Customermates be self-hosted?
- Yes, Customermates supports both self-hosting and managed cloud deployment.
Source category: Sales
Source subcategory: CRM
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