--- title: Customermates Reviews meta_title: 'Customermates Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter reviews by the users' company size, role or industry to find out how Customermates works for a business like yours. date_modified: '2026-06-16' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # Customermates Reviews **Vendor:** Customermates **Category:** [CRM Software](https://www.g2.com/categories/crm) ## About 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 - [View Customermates pricing details and edition comparison](https://www.g2.com/products/customermates/reviews?section=pricing&secure%5Bexpires_at%5D=2026-08-26+01%3A08%3A14+-0500&secure%5Bsession_id%5D=652b7f1e-eddb-4d6c-ba9a-38fe1ff87a29&secure%5Btoken%5D=d5ec46acbf8a8823f4346e749f822ba680d63f6374b385b92c7b50af0baf4d36&format=llm_user) ## Customermates Features **Sales Force Automation** - Contact & Account Management - Partner Relationship Mgmt. (PRM) - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management - Contract/License Management **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics - Email Management - File Management - Deal Management **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics - Workflow Management - Opportunity Management - Sales Pipeline Management - Reporting/Analytics - Calendar Management - Pipeline Management - Content Management - Communication Management - Visual Analytics - Template Management - Predictive Analytics - Document Management - Channel Management - Commission Management - Field Sales Management **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support - Third-Party Integrations - Social Media Integration - Customer Support - Multi-Channel Social Integration **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation - Mobile Access - Lead Generation **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications - Third-Party Integration - Internal Chat Integration - Collaboration Tools - Prospecting Tools - Real-Time Data **Generative AI** - AI Text Generation - Generative AI - Proposal Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Calendar/Reminder System **Additional Functionality** - Search/Filter - Alerts/Notifications - Data Import/Export - Lead Capture - Batch Processing - Email Tracking - Tagging - Pipeline Reports - Drag & Drop - Segmentation - Customizable Fields - Role-Based Permissions - Interaction Tracking - CRM - Document Storage - AI Copilot - Contact Database - Referral Tracking - Quotes/Estimates - Multi-Channel Communication - Lead Qualification - Marketing Automation - Email Templates - Sales Reports - Customer Journey Mapping - Reminders - Lead Scoring - Data Security - Customizable Reports - Calendar Sync - For Startups - Performance Metrics - Sales Trend Analysis - For iPad Devices - Customizable Templates - Activity Tracking - Reporting & Statistics - For Mac Devices - Landing Pages/Web Forms - Lead Nurturing - Gamification - Prioritization - Web-based Deployment - Softphone - Single Sign On - Customer Database - Event Triggered Actions - Mobile App - Email Sequences - Customer Segmentation - Lead Assignment - For Small Businesses - Live Chat - Business Card/Badge Scanning - Data Visualization - Customer Social Profiles - Social Promotion - Monitoring - Engagement Tracking - Social Media Monitoring - Customer Engagement - Sentiment Analysis - Brand Tracking - Audience Targeting - Workflow Automation ## Top Customermates Alternatives - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,693 reviews) - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) - 4.4/5.0 (14,247 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,313 reviews)