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About

Customermates is an open-source CRM built for small B2B teams that already use AI. Instead of typing into forms, your team works inside Claude, ChatGPT, or Gemini while the CRM updates automatically in the background. Deal stages move, follow-ups get drafted, and contact notes stay current without anyone logging in to update them. Most CRMs fail because reps avoid the data entry. Customermates removes the entry barrier entirely by making the AI tools your team already trusts the interface for the CRM. After a call, you tell Claude what happened and the deal, notes, and next action are updated. The pipeline finally reflects reality. Underneath the automation sits a clean, modern CRM with contacts, deals, organizations, services, and customizable pipelines. No bloat, no modules you will never use, just the core entities a small sales team actually needs.

About

A better way to manage your sales, projects, team, clients & marketing - on a single platform. Powerful, affordable & easy to use software for your business. Our visual sales pipeline prompts you to take action, remain organized and stay in control of the complex sales process. Easily customize your sales pipeline, filters, contacts and deals to suit any type of sales process. Keep track of hours worked, improve your team's productivity and your bottom line. Our mobile apps let you access your deals, tasks, projects and contacts even when you're on the road. Schedule and track meetings, tasks, milestones and events for you or other team members. Work with clients, partners and your team. With the option to keep things private, you control what the client (and team members) can see. Manage all contacts from one place, get a clear overview, and build better relationships.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Small businesses

Audience

Companies interested in an integrated project management, CRM, and HR solution

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

14€ / User
Free Version
Free Trial

Pricing

$39 per month
Free Version
Free Trial

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 4.0 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Pros & Cons from Real Users

Pros

  • Easy setup, intuitive workflow and n8n integration is great for automations. Very affordable in comparison to other CRMs

Cons

  • No phone support and some “advanced” stuff requires automations. No problem for me but maybe for other people.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Customermates
Founded: 2026
Germany
customermates.com

Company Information

TeamWave
Founded: 2016
United States
teamwave.com

Alternatives

Alternatives

WETHOD

WETHOD

Wethod
FlowQi

FlowQi

FlowQi Group B.V.
JRNY

JRNY

BetterQA
Onpipeline

Onpipeline

Onpipeline Technology
iSales CRM

iSales CRM

IT IDOL Technologies
CRMPlus

CRMPlus

DailyMails

Categories

Categories

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Project Management Features

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Integrations

Desktop.com
Dropbox
Gmail
Google Calendar
Google Contacts
Google Drive
Google Workspace
Integry
Mailchimp
Nekton.ai
Quickwork
Shift
Slack
Stackreaction
Time Doctor
Wufoo
Zapier
n8n

Integrations

Desktop.com
Dropbox
Gmail
Google Calendar
Google Contacts
Google Drive
Google Workspace
Integry
Mailchimp
Nekton.ai
Quickwork
Shift
Slack
Stackreaction
Time Doctor
Wufoo
Zapier
n8n
Claim Customermates and update features and information
Claim Customermates and update features and information
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