Customermates icon
Customermates icon

Customermates

The AI CRM your team will actually use, because Claude, ChatGPT, and Gemini handle the data entry through a native integration.

Total deal value, status overview, and revenue by organization update automatically as your AI agents log activity. No stale stages, no status meetings, the pipeline finally tells the truth.

Cost / License

  • Freemium (Subscription)
  • Open Source

Application type

Platforms

  • Online
Connect Claude Code, Claude Desktop, Codex, Cursor, Gemini, or ChatGPT in two minutes via a native MCP integration. The AI tools your team already uses handle the data entry, so the pipeline updates itself.
Search, sort, and filter contacts across organizations, tasks, and pipeline stages from a single view. The core entities a small B2B team actually needs, nothing more.
+2
Drag deals between customizable Open, Won, and Lost stages. Deal value, services, project period, and assignees on every card. Distraction-free design built for small teams, no enterprise sprawl.
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Features

Properties

  1.  AI-Powered

Features

  1.  Dark Mode
  2.  Reminders
  3.  Kanban Board
  4.  Customer Segmentation
  5.  Recurring Billing
  6.  Team Collaboration
  7.  Deal management
  8.  Pipeline Management

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Office & Productivity, Business & Commerce, Remote Work & Education

GitHub repository

  •  227 Stars
  •  37 Forks
  •  6 Open Issues
  •   Updated  
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What is Customermates?

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.

Pricing and deployment

  • Free to self-host via Docker (AGPL-3.0)
  • EU-cloud hosted from €9 per user per month
  • Setup takes about two minutes, no migration, no consultants

Who it is for Small B2B teams (2 to 20 people) that have tried a CRM before and stopped using it, or are adopting one for the first time and want it to work with their AI workflow from day one.

Key facts

  • Native integration with Claude, ChatGPT, and Gemini
  • 54 MCP tools for agent-driven CRM access
  • Open-source under AGPL-3.0
  • Made in Germany, GDPR-compliant by default
  • Self-hostable

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