Customermates

Spec sheet

Product

Customermates is an AI-native CRM for small client-facing teams, combining configurable CRM records with external or built-in AI assistance.Read 21 Oct 2026 · customermates.com

Free plan

YesRead 19 Sep 2026 · customermates.com

API

The product publishes an OpenAPI 3.1 specification for its REST API at /api/v1/openapi.Read 21 Oct 2026 · customermates.com

License

Code outside ee/ and browser-served ee/ material use AGPL-3.0-only; server-side ee/ code uses a separate Customermates Commercial License.Read 21 Oct 2026 · customermates.com

Headquarters

Mannheim, GermanyRead 28 Sep 2026 · customermates.com

AI assistant

Mate is a cloud-only in-app assistant that can answer questions, draft replies and operate CRM tools within user permissions.Read 21 Oct 2026 · customermates.com

AI features

YesRead 19 Sep 2026 · customermates.com

API authentication

REST and MCP clients authenticate with x-api-key keys, while Claude and ChatGPT connectors can use OAuth.Read 21 Oct 2026 · customermates.com

Company legal contact

The imprint identifies Benjamin Wagner at An den Kasernen 25, 68167 Mannheim, Germany, with German VAT ID DE335193602.Read 21 Oct 2026 · customermates.com

Company ownership

Customermates is described as an independent, bootstrapped company operated by founder Benjamin Wagner.Read 21 Oct 2026 · customermates.com

Company profile

LinkedIn lists Customermates as a private software-development company headquartered in Mannheim, founded in 2026, with 2–10 employees.Read 21 Oct 2026 · de.linkedin.com

Core records

The system includes contacts, organizations, deals, services and tasks, with custom fields, linked records, notes and configurable views.Read 21 Oct 2026 · customermates.com

Dashboards

Dashboards provide widgets and grouped views for deal values, pipeline totals, recent changes, messages and events.Read 21 Oct 2026 · customermates.com

Data region

The managed production database is configured in AWS Frankfurt, although the maker says this is not a contractual residency guarantee and other providers may process data elsewhere.Read 21 Oct 2026 · customermates.com

Documentation

The documentation covers quickstart, concepts, MCP, OpenAPI, webhooks, n8n, API keys, rate limits, app guides, self-hosting and architecture/security.Read 21 Oct 2026 · customermates.com

Email sync

YesRead 19 Sep 2026 · customermates.com

External AI

Claude, ChatGPT, Cursor, Gemini and other MCP clients can read and modify permitted CRM data through the native MCP endpoint.Read 21 Oct 2026 · customermates.com

Free trial

YesRead 19 Sep 2026 · customermates.com

Independent feature listing

GoodFirms lists contact management, custom dashboards, calendar/tasks, lead and pipeline management, sales/workflow automation, AI and reporting.Read 21 Oct 2026 · goodfirms.co

Limit: broader business modules

The maker says teams needing marketing automation, quotes or invoicing may be better served by a larger suite.Read 21 Oct 2026 · customermates.com

Limit: migration

The feature page says there is no dedicated CSV importer/exporter; migration requires a separately designed REST or MCP workflow with mapping, validation and deduplication.Read 21 Oct 2026 · customermates.com

Limit: no native apps

The official site describes browser use on desktop or phone and does not list native iOS or Android applications.Read 21 Oct 2026 · customermates.com

Limit: third-party costs

Connected AI clients, automation tools, messaging providers and n8n retain their own subscriptions and usage charges.Read 21 Oct 2026 · customermates.com

Mobile app

NoRead 19 Sep 2026 · customermates.com

n8n integration

Users connect a separately operated n8n instance through REST, webhooks or the published community node; n8n is not bundled.Read 21 Oct 2026 · customermates.com

Notable news

The founder announced the open-source, self-hostable CRM project on Reddit on March 30, 2026.Read 21 Oct 2026 · reddit.com

Open source

YesRead 19 Sep 2026 · customermates.com

Pipeline

Deal pipelines support table and Kanban views, stages, probabilities, deal values and weighted values.Read 21 Oct 2026 · customermates.com

Praise: affordability and support

A Trustpilot reviewer praised the AI features, fast helpful support and lower price than Pipedrive or HubSpot.Read 21 Oct 2026 · trustpilot.com

Praise: simplicity

In a Reddit product discussion, the maker positioned the product around less clutter and fewer enterprise hoops, while a commenter praised the dashboard as flexible.Read 21 Oct 2026 · reddit.com

Rating on G2

0.0 out of 5 from 0 reviews; G2 says there are not enough reviews to provide buying insight.Read 21 Oct 2026 · g2.com

Rating on GoodFirms

No rating from 0 reviews; GoodFirms states that no reviews have been submitted.Read 21 Oct 2026 · goodfirms.co

Rating on Software Advice

No rating from 0 reviews; the listing says no reviews are available yet.Read 21 Oct 2026 · softwareadvice.com

Rating on Trustpilot

3.8 out of 5 from 2 reviews; Trustpilot shows both reviews as five-star and warns the company has not recently invited customers.Read 21 Oct 2026 · trustpilot.com

Routines

Cloud Routines run Mate on schedules or record and message changes, using the plan's hosted-AI credits.Read 21 Oct 2026 · customermates.com

Security and privacy

The maker publishes a GDPR data-processing agreement, subprocessor list, transfer information and provider-specific retention details.Read 21 Oct 2026 · customermates.com

Self-hosting

Self-hosting uses Docker Compose and PostgreSQL, supports Linux amd64 and arm64 images, and requires the operator to manage TLS, updates, backups and monitoring.Read 21 Oct 2026 · customermates.com

Self-hosting limits

Self-hosted installations run the Starter feature set and exclude connected messaging, unified inbox, calendars, hosted Mate, hosted credits and Routines.Read 21 Oct 2026 · customermates.com

Unified inbox

Cloud Pro and higher plans connect email, LinkedIn, WhatsApp, Instagram and Telegram conversations to CRM records.Read 21 Oct 2026 · customermates.com

Visual sales pipeline

YesRead 19 Sep 2026 · customermates.com

Webhooks

Webhooks support signed payloads, retries, delivery logs and configurable custom headers.Read 21 Oct 2026 · customermates.com

Plans and prices

Every Customermates plan and price →

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