Customermates
Open-source CRM that integrates AI agents for streamlined data management.
What is Customermates?
Customermates is an agentic open-source CRM that automates data entry via AI agents and MCP. It allows you to log notes, move deal stages, and draft follow-ups directly through tools like Claude or ChatGPT, eliminating manual dashboard work and complex setup.
What are the key features?
- Contacts & organizations for managing data.
- Deals to track sales opportunities.
- Pipeline views in list, card, and Kanban.
- API access for building custom integrations.
- n8n Automation for creating workflows.
Who should use this?
- Sales teams tracking client interactions.
- Marketing teams managing customers.
- Project managers overseeing tasks.
- Business analysts reviewing CRM data.
- Small business owners simplifying workflows.
How does Customermates help with AI visibility?
Customermates does not help with AI visibility. Instead, it is an agentic open-source CRM that automates data entry through AI agents, allowing users to log notes, move deal stages, and draft follow-ups directly using tools like Claude or ChatGPT. The time saved can be redirected toward strategic SEO work and content creation.
