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Customermates
Customermates delivers a modern CRM purpose-built for teams who want practical customer management without enterprise-heavy complexity. The platform manages contacts, organizations, deals, services, and tasks through clean pipeline workflows while integrating AI agent capabilities, REST API access, webhook events, n8n automation connections, and Model Context Protocol tooling for AI-native operations. Team collaboration features include role-based permissions, comprehensive audit logging tracking every data change, and workspace organization for multi-team deployments. The deal pipeline provides customizable stages with drag-and-drop management, while task assignments and service tracking connect directly to contact and organization records for complete relationship context. API-first architecture exposes all CRM data through documented endpoints enabling custom integrations, reporting dashboards, and third-party tool connections. The n8n integration enables no-code workflow automation for lead routing, follow-up sequences, notification triggers, and cross-system data synchronization. Self-hosting requires only two files — a Docker Compose configuration and environment variables — with the published image at ghcr.io/customermates/customermates:latest running database migrations automatically on first boot. PostgreSQL provides the data layer with no additional infrastructure dependencies beyond a reverse proxy for TLS termination. The Community Edition includes unlimited users, unlimited records, full API access, n8n automation, and audit logging at zero cost. Running on a dedicated VPS on RepoCloud with guaranteed CPU, RAM, and SSD, full root SSH access, and a browser serial console. AGPL-3.0 licensed.
Benefits
- Complete CRM Without Enterprise Complexity
- Manages contacts, organizations, deals, services, and tasks through clean pipeline workflows with drag-and-drop stages, eliminating the bloated feature sets and steep learning curves of traditional enterprise CRMs.
- AI-Native with MCP Integration
- AI agents interact with CRM data through Model Context Protocol tooling, enabling automated lead qualification, follow-up generation, and intelligent pipeline management without manual intervention.
- Unlimited Users and Records Free
- The self-hosted Community Edition removes per-seat pricing entirely. Add unlimited team members and store unlimited customer records with full API access and audit logging at zero licensing cost.
- Two-File Docker Deployment
- Self-hosting requires only docker-compose.yml and .env files with no git clone or build step. The published container image runs migrations on first boot and updates with a single pull command.
Features
- Pipeline Deal Management
- Customizable pipeline stages with drag-and-drop deal cards, value tracking, probability scoring, and linked contacts and organizations providing full relationship context for every opportunity.
- n8n Workflow Automation
- Native n8n integration enables no-code automation for lead routing, follow-up sequences, notification triggers, data synchronization, and cross-system workflows using webhook and API triggers.
- REST API and Webhooks
- Documented REST endpoints expose all CRM data for custom integrations, reporting, and third-party connections. Webhook events fire on data changes for real-time external system notifications.
- Audit Log and Team Permissions
- Comprehensive audit logging tracks every data modification with user attribution and timestamps. Role-based permissions control access to records, pipelines, and administrative functions.
- MCP-Based AI Tooling
- Model Context Protocol server exposes CRM operations as discoverable tools for AI agents, enabling Claude and other MCP-compatible clients to query contacts, update deals, and manage tasks programmatically.