CRM records and relationships
Manage companies, people, opportunities, tasks, and notes with linked records, interaction history, activity logs, search, and filters.
Relaticle
Relaticle is an open-source CRM for teams managing companies, contacts, opportunities, tasks, notes, and pipeline activity. It offers hosted or self-hosted deployment, a built-in approval-based AI assistant, and REST API and MCP access for external agents.
Open-source CRM for people and AI agents
Relaticle is an open-source customer relationship management (CRM) platform for teams that need to manage companies, people, opportunities, tasks, notes, and related activity in one workspace. It combines a conventional web interface with a built-in AI assistant and an MCP server, allowing people and external AI agents to work against the same CRM records, permissions, and schema.
The product can be used as a hosted cloud service or self-hosted on a team's own server under the AGPL-3.0 license. Its data model supports custom fields and linked entities, while CSV import and export provide a documented path for moving records between deployments or from another CRM.
Core features
Customizable data model
Define custom fields across the CRM using 22 field types, including entity relationships, conditional visibility, and per-field encryption.
Pipeline management
Track opportunities through custom stages with lifecycle tracking and win/loss analysis, then review pipeline information through the app or assistant.
Approval-based AI assistant
Ask the built-in Rela assistant to find records, summarize data, create records, or propose changes. Updates and deletions are shown for approval before they are saved, and approved destructive actions can be undone for five seconds.
MCP and REST API access
Connect Claude, ChatGPT, Gemini, open-source models, or custom MCP-compatible agents through a 37-tool MCP server. The REST API supports custom integrations and direct API or MCP usage does not consume the built-in chat credit balance.
Team administration and portability
Use multiple workspaces with role-based permissions and five-layer authorization, and move CRM data through CSV import and export with column mapping, validation, and error handling.
Practical use cases
Manage a sales pipeline
Sales teams can organize company and contact records, move opportunities through custom stages, review win/loss information, and ask the assistant for pipeline summaries or follow-up tasks.
Coordinate follow-up work
Teams can use the assistant to locate overdue work, draft follow-ups, create tasks, and update records while reviewing proposed changes before they are committed.
Run a self-hosted CRM
Organizations that want control over infrastructure can deploy the AGPL-3.0 codebase on their own server, connect a provider such as Claude or GPT, or route requests to a local model through Ollama.
Add external AI agents
Technical teams can connect Claude, ChatGPT, Gemini, or custom MCP clients to read, create, update, delete, and analyze CRM data through the 37-tool MCP server.
Migrate and exchange CRM data
Teams moving from another CRM can import CSV files with column mapping and validation, then export companies, people, opportunities, tasks, or notes when needed.
Pros and Cons
Pros
- Hosted and self-hosted deployment options use the same open-source codebase.
- No per-seat pricing is used; the pricing page describes workspace-level plans with unlimited users and records.
- The built-in assistant requires approval before proposed creates, updates, or deletions are saved.
- External MCP agents and REST API integrations can work with the same CRM data as the web app.
- Custom fields, linked records, activity history, CSV portability, and role-based permissions support structured team workflows.
Cons
- The built-in assistant is subject to AI credit allowances and workspace message-rate caps; usage varies by model and tool calls.
- Self-hosted deployments require the team to operate the server and provide its own AI provider key or local model when using AI features.
- The source provides only limited detail about supported deployment environments and integration setup beyond Docker Compose, REST API, and MCP.
FAQ
How can Relaticle be deployed?
Relaticle can be used in the hosted cloud or self-hosted on your own server. Self-hosting uses the AGPL-3.0 open-source codebase and can be deployed with the published Docker Compose file.
What can the built-in AI assistant do?
The built-in Rela assistant can search and summarize CRM data, create records, propose updates or deletions, draft follow-ups, and answer questions about the product documentation. Proposed creates, updates, and deletes require user approval before they are saved.
Can external AI agents connect to Relaticle?
Relaticle includes an MCP server with 37 tools for MCP-compatible clients such as Claude, ChatGPT, Gemini, open-source models, or custom agents. It also provides a REST API for custom integrations.
What CRM data can Relaticle manage?
The CRM supports companies, people, opportunities, tasks, notes, custom fields, activity history, CSV import and export, and pipeline analysis. The hosted plan and self-hosted deployment support unlimited users and records, according to the pricing page.
How is Relaticle priced?
Cloud Pro starts with a 14-day trial and does not require a card at signup. The hosted plan is priced per workspace rather than per seat; self-hosting is available under the AGPL-3.0 license.
Quick Facts
- Category
- CRM
- License
- AGPL-3.0 open source
- Deployment
- Hosted cloud or self-hosted
- AI access
- Built-in chat plus 37-tool MCP server
- API
- REST API and MCP
- Data portability
- CSV import and export
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