CRM features that matter

built for the way your team actually works.

All Virtual Marketer CRM features at a glance: contacts, deals, services, and tasks, a unified inbox across email and WhatsApp, AI agents that operate the CRM through native MCP, and n8n automation. GDPR-compliant, quick to get started, and built for flexible workflows.

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01CRM Features

CRM Features

Core features for daily work

Deals & Pipelines

Track every opportunity from first touch to close. Drag deals across stages, switch between list, card, and Kanban without losing context, and define custom stages per pipeline.

Contacts

People and the context behind every conversation.

Organizations

Companies and accounts, linked to the people behind them.

Multiple Views

List, card, and Kanban for the same data.

Custom Columns

Typed fields you can filter and group by.

Services

Sold or delivered services attached to deals.

Notes

Freeform context on any record.

File Attachments

Pin contracts, decks, and emails to records.

02Unified Inbox

Unified Inbox

Every customer conversation in one place

One Inbox, Every Channel

Email and WhatsApp in a single native inbox inside the CRM. Threads link straight to the contact, so context follows the conversation.

AI That Works Your Inbox

The same agents that update your CRM can read, draft, and send across every channel via MCP. Reply from your AI, review in the pipeline.

A native WhatsApp channel that few CRMs offer, alongside email.

Shared Accounts

Team-wide inbox visibility and one timeline across every channel.

03Productivity

Productivity

To-dos, organization, and daily workflows with n8n

Tasks & Follow-ups

Anchor work to records and own it. Assign follow-ups, surface what's due, and stay on top of customer commitments without spreadsheets or scattered to-dos.

Reminders

Timely nudges so deadlines never slip.

Activity Overview

Open work and operational progress at a glance.

Universal Search

Find any contact, deal, or task instantly.

Filters & Segments

Save scoped views per team or workflow.

Quick Entry

Add records without leaving the page.

04Data Management

Data Management

Data import, export, reporting, logs

Reports & Dashboards

Turn CRM data into decisions. Build dashboards for pipeline value, cycle time, and team load. Group by anything, including custom fields, and share scoped views with your team.

CSV Import

Bring records in from your old CRM with field mapping.

Export

Get your data out via CSV or API, anytime.

Audit Log

Every change, every actor, kept and queryable.

05Team & Collaboration

Team & Collaboration

Team features, permissions, notifications

Built for Teams

Work together on shared customer and sales records, with clear ownership and no toes stepped on. Add seats, assign records, and hand off accounts without losing the history behind them.

User Management

Add users, structure the team cleanly.

Roles & Permissions

Per-object, per-field access for sales, ops, support.

Notifications

Stage changes, assignments, and mentions. Only what matters.

06Automation & Integrations

Automation & Integrations

Flexible extensibility with APIs, webhooks, and n8n

Native AI Agents

Plug Claude, ChatGPT, or Gemini straight into your CRM via MCP (62 tools). Your AI reads pipelines, logs notes, drafts follow-ups, and updates deals, with no SDK, no glue code, and no extra integration layer.

n8n Integration

Connect to hundreds of tools and build custom workflows.

Webhooks & Events

Fire downstream systems on any of 23 webhook events across records and messaging.

REST API

Build on the same OpenAPI 3.1 model the UI uses.

07User Interface

User Interface

Intuitive and mobile-optimized

Productive in Minutes

Sign up, import your data, start working. No multi-week implementation, no admin walls, no training required for your team.

Clean Interface

Built for focused daily work.

Mobile Ready

Real responsive on phone and tablet.

08Security & Hosting

Security & Hosting

Data protection and infrastructure

Hosted in Germany

Data stored and processed in Frankfurt. No US sub-processors. Self-hosting available under AGPL. Data residency is the default, not an upsell.

GDPR by Default

GDPR-friendly handling of customer data baked into the model.

Why Virtual Marketer CRM?

Built for teams who value privacy, simplicity, Open-Source software, and agentic workflows

Quick setup

Virtual Marketer CRM works without setup or training. Sign up, import data and start working productively right away. Ideal for teams that don't have time for complex implementations.

Strong feature set

The system only includes the features teams actually need in everyday work. No bloated modules, no unnecessary menus, and no feature depth nobody uses.

Automation with n8n

Virtual Marketer CRM can be connected to hundreds of tools via n8n. Workflows can be built completely individually, from lead capture to service delivery.

Secure data

All data is stored in German data centers in compliance with GDPR. The infrastructure is transparent, traceable and designed for long-term security.

Easy usability

The interface is deliberately streamlined and logically structured. Users find all important features immediately and can work efficiently without training.

No hidden costs

No hidden costs, no add-ons and no feature bloat. Teams only pay for what they actually use.

Ready to get started?

Start with Virtual Marketer CRM today and switch to an agentic Open-Source CRM built for flexible workflows.

Start for free View live demo

✓ Open source, AGPL licensed

CRM features that matter

CRM Features

Deals & Pipelines

Contacts

Organizations

Multiple Views

Custom Columns

Services

Notes

Tags

File Attachments

Unified Inbox

One Inbox, Every Channel

AI That Works Your Inbox

WhatsApp

Shared Accounts

Productivity

Tasks & Follow-ups

Reminders

Activity Overview

Universal Search

Filters & Segments

Quick Entry

Data Management

Reports & Dashboards

CSV Import

Export

Audit Log

Team & Collaboration

Built for Teams

User Management

Roles & Permissions

Notifications

Automation & Integrations

Native AI Agents

n8n Integration

Webhooks & Events

REST API

User Interface

Productive in Minutes

Clean Interface

Mobile Ready

Security & Hosting

Hosted in Germany

GDPR by Default

Why Virtual Marketer CRM?

Quick setup

Strong feature set

Automation with n8n

Secure data

Easy usability

No hidden costs

Ready to get started?

CRM features that matter

CRM Features

Deals & Pipelines

Contacts

Organizations

Multiple Views

Custom Columns

Services

Notes

Tags

File Attachments

Unified Inbox

One Inbox, Every Channel

AI That Works Your Inbox

WhatsApp

Shared Accounts

Productivity

Tasks & Follow-ups

Reminders

Activity Overview

Universal Search

Filters & Segments

Quick Entry

Data Management

Reports & Dashboards

CSV Import

Export