Open Source CRM with AI agents, APIs, MCP, and self-hosting.

Website | Demo | Documentation | GitHub

intro.mp4

Customermates is a CRM for modern teams that want a clear system for contacts, organizations, deals, services, and tasks without the usual enterprise-heavy setup. It combines practical CRM workflows with API access, webhooks, n8n automation, MCP-based tooling, and AI-agent workflows.

You can use the managed cloud version or run Customermates yourself in your own infrastructure with Docker Compose.

🚀 Getting Started

There are two ways to start using Customermates:

Option	Description
Cloud	Fastest way to get started. Managed by Customermates.
Self-Hosting	Run Customermates on your own server with Docker Compose and PostgreSQL.

Docs entry points:

• CRM Overview
• Self-Hosted CRM vs Cloud CRM
• Self-Hosting Get Started
• Managing Your Self-Hosted Installation
• CRM Integrations

⭐ Key Features

• CRM for contacts, organizations, deals, services, and tasks
• API access with OpenAPI documentation
• Webhooks and event-driven integrations
• n8n workflows and automation support
• MCP support for agent tooling and structured tool calling
• AI-agent workflows and managed OpenClaw containers in cloud deployments
• Cloud-only enterprise features: Audit Logging, Single Sign-On, Managed AI Agent, and Whitelabeling
• Role-based access control for teams
• Self-hosted deployment with Docker Compose and PostgreSQL
• Cloud pricing from €10

🖼️ Feature Preview

Report & Statistics

Kanban View & Table View

Custom Columns

Webhooks & Events

Audit Logging

OpenClaw & AI Agents

See the related docs:

• Report & Statistics
• Table & Kanban View
• Custom Columns
• Webhooks & Events
• Audit Logging
• OpenClaw & AI Agents

📊 Comparison

Customermates supports both cloud and self-hosted deployment models.

Criterion	Cloud	Self-Hosted
Pricing	€10	Infrastructure and ops costs vary
Setup Time	2 minutes	60 - 120 minutes
Maintenance Required	None	Regular updates
Privacy friendly	✅	✅
API and integrations	✅	✅
Unlimited Users	✅	✅
Unlimited Records	✅	✅
n8n and automation workflows	✅	✅
Audit Logging	✅	❌
Single Sign-On	✅	❌
Managed AI Agent	✅	❌
Whitelabeling	✅	❌

If you want the full decision guide, see Self-Hosted CRM vs Cloud CRM.

🐳 Self-Hosting

Customermates can be deployed on your own infrastructure with Docker Compose.

Prerequisites

• A VPS with Docker Engine and Docker Compose installed
• A domain pointing to your server
• PostgreSQL via Docker Compose
• A reverse proxy with HTTPS termination for production usage

Setup

No need to clone the repo. Download the required files and run the setup script:

mkdir customermates && cd customermates
curl -O https://raw.githubusercontent.com/customermates/customermates/main/docker-compose.yml
curl -O https://raw.githubusercontent.com/customermates/customermates/main/.env.selfhost.template
curl -O https://raw.githubusercontent.com/customermates/customermates/main/scripts/selfhost-setup.sh
mv .env.selfhost.template .env
# edit .env with your values
chmod +x selfhost-setup.sh
./selfhost-setup.sh

Useful self-hosting scripts:

• scripts/selfhost-setup.sh
• scripts/selfhost-update.sh
• scripts/selfhost-restart.sh
• scripts/selfhost-reset.sh

More docs:

• Self-Hosting Get Started
• Managing Your Self-Hosted Installation

🛠️ Development

Run Customermates locally:

yarn install
yarn dev

Useful scripts:

• yarn dev
• yarn build
• yarn lint
• yarn openapi:generate
• yarn db:reset
• yarn db:reseed

📚 Documentation

The docs cover:

• product overview and CRM comparison
• self-hosting and operations
• API integrations and OpenAPI
• MCP and n8n
• entities, custom columns, webhooks, dashboards, and team settings

Start here: customermates.com/docs

📄 License

Customermates uses an open-core licensing model.

The community edition is licensed under AGPLv3. Files in ee/ are subject to the commercial terms in ee/LICENSE.md.

Contributor terms are available in .github/CLA.md.