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About

Customermates has an open-source CRM core for small teams, with contacts, organizations, deals, services, tasks and custom fields. It provides REST APIs, webhooks and authenticated MCP tools so compatible external AI clients and automation workflows can work with CRM records. The core can be self-hosted with Docker Compose under AGPL-3.0-only. Self-hosted installations use external AI clients through MCP. The managed cloud service also offers Mate, a cloud-only AI assistant, and a separately licensed unified inbox for supported email and social channels on eligible plans. The CRM core, hosted assistant and enterprise messaging have distinct licensing and availability conditions. Public source code and documentation explain the deployment options and supported integrations.

About

TheBigBot is a cloud-based CRM and marketing platform for mortgage brokers, dental and legal practices, and other service businesses. It combines contact and lead management with pipelines, forms, calendars, appointment booking, a unified communications inbox, email and SMS campaigns, and workflow automation. The platform also offers AI-assisted call answering and customer chat, review requests, reporting, and tools for re-engaging existing contacts. Businesses can use its website and funnel features alongside lead follow-up and appointment workflows. TheBigBot provides industry-focused configurations and onboarding, with examples for mortgage, dental, legal, and local service operations. A visual workflow builder supports connections to third-party services, while REST API and webhook capabilities support custom integrations. Plans are subscription-based, with communication and AI usage billed separately.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Small businesses

Audience

Mortgage brokers, dental practices, legal practices, and small service businesses seeking CRM, lead follow-up, appointment booking, communications, and marketing automation.

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Not Supported

API

Offers API Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

14€ / User
Free Version Not Supported
Free Trial Supported

Pricing

$197/mo
Authority Launch is $197/month; Authority Pro is $497/month. Both have a one-time $499 setup fee and additional usage-based charges for calls, SMS, email, phone numbers, and AI. Month-to-month; cancel anytime. The separate mortgage website service starts at $97/month plus a one-time $499 setup fee, but is not used as the platform's starting price.
Free Version Not Supported
Free Trial Not Supported

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:

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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 Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

Customermates
Founded: 2026
Germany
customermates.com

Company Information

TheBigBot
United States
thebigbot.com

Alternatives

Alternatives

AiEngage CRM

AiEngage CRM

AiTrillion
Cavyro

Cavyro

CherryIT

Categories

AI CRM Supported
CRM Supported

Categories

AI CRM Supported

CRM Features

Calendar/Reminder System Supported
Call Logging Supported
Document Storage Not Supported
Email Marketing Not Supported
Internal Chat Integration Not Supported
Lead Scoring Supported
Marketing Automation Integration Not Supported
Mobile Access Supported
Quotes / Proposals Not Supported
Segmentation Supported
Social Media Integration Not Supported
Task Management Supported
Territory Management Supported

Integrations

Make Not Supported
Slack Not Supported
Stripe Not Supported
Zapier Not Supported
n8n Supported

Integrations

Make Supported
Slack Supported
Stripe Supported
Zapier Supported
n8n Not Supported
Claim Customermates and update features and information
Claim Customermates and update features and information
Claim TheBigBot and update features and information
Claim TheBigBot and update features and information