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Relaticle

Relaticle

AI

Open-source, self-hosted CRM with built-in AI chat and a 37-tool MCP server so external agents can read and update customer data.

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Starting from Free
Premium plans available

About Relaticle

Relaticle is an AGPL-3.0 open-source CRM designed for teams that work alongside AI agents. It offers three interchangeable ways to work with the same customer data: a traditional web UI, a built-in AI assistant called Rela, and an MCP server exposing 37 tools plus a REST API for external agents such as Claude, ChatGPT, Cursor, and Gemini. Every path shares the same schema, permissions, and activity history, so nothing diverges depending on how a record was touched. The data model is highly customizable, with 22 field types including entity relationships, conditional visibility, and per-field encryption. Destructive agent actions are gated behind an explicit approval step with one-click undo, which keeps automated writes from silently corrupting the pipeline. Teams can run it as a managed cloud workspace or self-host it for free via Docker Compose, keeping all customer data on their own server.

Screenshots

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Key Features

Built-in AI Chat: Ask Rela anything about your CRM, @-mention records to scope a question, approve destructive actions, and undo with one click; supports voice input and searchable history.
37-Tool MCP Server: Connect Claude, ChatGPT, Gemini, or any custom MCP client for full CRUD over contacts, companies, deals, tasks, and notes, plus pipeline analysis.
Customizable Data Model: 22 field types including entity relationships, conditional visibility, and per-field encryption so the schema matches how your team actually sells.
Sales Pipeline Management: Custom opportunity stages, lifecycle tracking, and win/loss analysis across companies and contacts.
Task and Note Tracking: Create, assign, and link tasks and notes to any record; ask the chat to draft follow-ups or roll up what's due.
Team Collaboration: Multi-workspace support with role-based permissions and five-layer authorization.
Import and Export: CSV migration from any CRM with column mapping, validation, and error handling, plus export at any time.
Self-Hosting: Deploy on your own server with the published Docker Compose file under AGPL-3.0, with unlimited users and records.

Use Cases

A small sales team wants a CRM their Claude or ChatGPT agents can safely read and update without building a custom integration.
A privacy-conscious company needs customer data to stay on infrastructure it controls rather than in a third-party SaaS.
A founder migrating off HubSpot or Attio wants an open-source alternative with no per-seat pricing.
An operations lead automates pipeline hygiene — logging notes, rescheduling tasks, updating deal stages — through an agent with approval gates.
A developer builds a custom internal tool on top of the REST API and MCP server rather than a closed CRM's limited integrations.
A team standardizes on one shared schema so manual edits, in-app chat, and external agents never drift apart.

Frequently asked questions about Relaticle

What is Relaticle?

Open-source, self-hosted CRM with built-in AI chat and a 37-tool MCP server so external agents can read and update customer data.

How does Relaticle work?

Relaticle works by combining Built-in AI Chat: Ask Rela anything about your CRM, @-mention records to scope a question, approve destructive actions, and undo with one click; supports voice input and searchable history., 37-Tool MCP Server: Connect Claude, ChatGPT, Gemini, or any custom MCP client for full CRUD over contacts, companies, deals, tasks, and notes, plus pipeline analysis., Customizable Data Model: 22 field types including entity relationships, conditional visibility, and per-field encryption so the schema matches how your team actually sells., Sales Pipeline Management: Custom opportunity stages, lifecycle tracking, and win/loss analysis across companies and contacts., Task and Note Tracking: Create, assign, and link tasks and notes to any record; ask the chat to draft follow-ups or roll up what's due. to help users with A small sales team wants a CRM their Claude or ChatGPT agents can safely read and update without building a custom integration., A privacy-conscious company needs customer data to stay on infrastructure it controls rather than in a third-party SaaS., A founder migrating off HubSpot or Attio wants an open-source alternative with no per-seat pricing., An operations lead automates pipeline hygiene — logging notes, rescheduling tasks, updating deal stages — through an agent with approval gates., A developer builds a custom internal tool on top of the REST API and MCP server rather than a closed CRM's limited integrations..

What are the main features of Relaticle?

Key features include Built-in AI Chat: Ask Rela anything about your CRM, @-mention records to scope a question, approve destructive actions, and undo with one click; supports voice input and searchable history., 37-Tool MCP Server: Connect Claude, ChatGPT, Gemini, or any custom MCP client for full CRUD over contacts, companies, deals, tasks, and notes, plus pipeline analysis., Customizable Data Model: 22 field types including entity relationships, conditional visibility, and per-field encryption so the schema matches how your team actually sells., Sales Pipeline Management: Custom opportunity stages, lifecycle tracking, and win/loss analysis across companies and contacts., Task and Note Tracking: Create, assign, and link tasks and notes to any record; ask the chat to draft follow-ups or roll up what's due..

Who is Relaticle for?

Relaticle is useful for anyone interested in A small sales team wants a CRM their Claude or ChatGPT agents can safely read and update without building a custom integration., A privacy-conscious company needs customer data to stay on infrastructure it controls rather than in a third-party SaaS., A founder migrating off HubSpot or Attio wants an open-source alternative with no per-seat pricing., An operations lead automates pipeline hygiene — logging notes, rescheduling tasks, updating deal stages — through an agent with approval gates., A developer builds a custom internal tool on top of the REST API and MCP server rather than a closed CRM's limited integrations..

How much does Relaticle cost?

Relaticle offers a free tier with paid plans for advanced features.

How do I get started with Relaticle?

Visit https://relaticle.com/ to sign up and explore Relaticle.

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