customermates

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

Website | Demo | Documentation | GitHub | Walkthrough

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:

Docs entry points:

• CRM Overview
• Self-Hosting (install, manage, cloud vs self-host)
• Connect your AI (Claude)
• Webhooks

⭐ 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
• Enterprise features (Audit Logging, Single Sign-On, Whitelabeling) on Cloud paid plans or self-host with a license key
• Role-based access control for teams
• Self-hosted deployment with Docker Compose and PostgreSQL
• Cloud pricing from €7/user/month (yearly) or €9/user/month (monthly)

📊 Comparison

Customermates supports both cloud and self-hosted deployment models.

If you want the full decision guide, see the Self-hosting docs.

🐳 Self-Hosting

Self-hosting is two files (docker-compose.yml and .env) plus docker compose up -d. No git clone, no build step. The published image at ghcr.io/customermates/customermates:latest runs migrations on first boot.

Prerequisites

• Docker and Docker Compose v2.
• A domain name if you want TLS (optional for local).
• ~2 GB RAM and a couple of GB of disk per thousand records.

Setup

mkdir customermates && cd customermates
curl -fsSL https://raw.githubusercontent.com/customermates/customermates/main/docker-compose.yml -o docker-compose.yml
curl -fsSL https://raw.githubusercontent.com/customermates/customermates/main/.env.selfhost.template -o .env
# edit .env with real values
docker compose up -d

Required .env values:

• BETTER_AUTH_SECRET: long random string (openssl rand -hex 32).
• CRON_SECRET: long random string used by the webhook-worker sidecar.
• POSTGRES_PASSWORD: change the default.
• BASE_URL: your public URL (e.g. https://crm.example.com).
• RESEND_API_KEY and RESEND_FROM_EMAIL: for signup verification, password reset, and invitation emails.

First boot takes ~1 minute while Prisma applies migrations. Watch with docker compose logs -f app, then open http://localhost:4000 (or your APP_PORT).

Day-to-day

docker compose pull && docker compose up -d   # update
docker compose restart                         # restart after .env changes
docker compose logs -f app                     # logs

Front the app with a reverse proxy (Caddy, nginx, Traefik) for TLS. Customermates sets secure cookies when BASE_URL uses https:// — make sure the proxy forwards X-Forwarded-Proto.

More docs:

• Self-Hosting (install and manage)
• Architecture and security

🛠️ 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
• architecture and security

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.