The CRM built for people and AI-powered work

Open-source, self-hosted, and human-first. Ask Rela, the built-in AI assistant, or work from Claude and ChatGPT.

app.relaticle.com

Overdue tasks this week

What's overdue this week?
Assistant
Searching tasks…
You have 3 overdue tasks, all past due this week.
Tasks
Title Due date Company
Call Sarah Chen Aug 24, 2026 Kovra Systems
Send proposal to Trellis Labs Aug 23, 2026 Trellis Labs
Schedule demo with Kovra Systems Aug 22, 2026 Kovra Systems
Mark the Kovra demo as done.
Assistant
Review the proposal below to update the task.
Add Sarah Chen at Kovra Systems. She's VP of Engineering.
Assistant
Review the proposal below to add her to Kovra Systems.
Sarah Chen
Job title VP of Engineering
Company Kovra Systems
Ask anything...
Auto

Good morning, Marcus.

Recent chat · This week's pipeline review
Ask anything...
Auto

Tasks 3

View all
  • Call Sarah Chen Aug 24, 2026
  • Send proposal to Trellis Labs Aug 23, 2026
  • Renewal prep for Daniel Okafor Sep 2, 2026

Works with the agents your team already uses

Claude
ChatGPT
Cursor
Gemini
+ any MCP client

47,000+ Docker pulls /self-hosted and open source, shipping weekly

Features

One CRM. Three ways to work.

Work in the app, ask Rela in chat, or connect your agents. Keep your team working from the same customer data.

Connect your AI agents

Connect Claude, ChatGPT, or your own agent. They work from the same records your team does.

Relaticle
MCP + REST API
Your agents and CRM, connected.

Rela, the built-in AI assistant

Ask Rela about your CRM and make changes through chat. Review every proposed change before it runs.

Meet Rela

Custom fields

Capture the details that matter to your business. Add custom fields and connect related records.

Text
Company name...
Select
Industry
Toggle

Company profiles

See every company in context. Keep its details, people, and deals together so your team can prepare for the next conversation.

People profiles

Know who you're talking to. Connect people to their companies, keep relationship notes, and find the right person with filters.

Sales pipeline

Follow every deal from first contact to close. Move deals through custom stages on a visual board that matches your sales process.

Prospecting Qualification Proposal Closed Won

Task management

Turn follow-ups into clear next steps. Assign tasks, set due dates, and link them to people, companies, or opportunities.

Send proposal to @Acme
Follow up with @Sarah
Review Q4 pipeline Due today

Team collaboration

Work from shared customer records. Organize teams in separate workspaces and use roles to control who can view or change data.

Import and export

Bring your records into Relaticle with CSV imports. Map columns, review validation errors, and export your data when you need it.

Notes and activity

Keep customer context close to the records it belongs to. Add linked notes and review the activity history to see what changed.

Ready to start?

Bring your team and agents onto the same CRM.

Start for free
No credit card·Unlimited users·Open source

Frequently Asked Questions

Everything you need to know about Relaticle, from getting started to working with AI.

Yes. Teams run Relaticle in production today. Every change passes an automated test suite before it ships, and each workspace's data stays separate behind role-based permissions.
Rela is the AI assistant built into Relaticle. Ask it anything about your CRM and it works on your data: list and search records, draft follow-ups, summarize an opportunity, create a task, update or delete a record. @-mention any record (people, companies, opportunities, tasks, notes) to scope a question. Voice input and persistent, searchable history are included.
No. Rela proposes every create, update, and delete as a card showing exactly what will change. Nothing is written until you confirm it, and you can discard any proposal. An unanswered proposal expires after 1 day. Reading and searching need no approval.
No. An agent you connect over MCP, such as Claude or ChatGPT, acts with your permissions in the one workspace you approved, and its changes apply directly. Only Rela adds a review step before every write.
On Relaticle Cloud, Rela runs on the model you pick from Anthropic, OpenAI, or Google. Self-hosted installs use their own provider keys or a local model through Ollama, so the destination is yours to choose. Conversation history is stored only in your Relaticle database, and Relaticle never trains on your data.
Claude, ChatGPT, Gemini, open-source models, or your own agent. They connect over MCP (Model Context Protocol), an open standard, and can read, create, update, delete, and analyze your CRM data.
MCP (Model Context Protocol) is an open standard that lets AI agents interact with tools and data sources. Relaticle's MCP server lets external agents list companies, create people, update opportunities, analyze pipelines, and more.
Yes. Connect a Google or Microsoft account and your email and meetings appear on the people, companies, and opportunities they involve. You can reply and send from the record, and you choose how much of each email your workspace can see.
Relaticle is open source (AGPL-3.0), can be self-hosted so you own your data, ships with Rela, a built-in AI assistant, lets Claude, ChatGPT, or your own agent work in the same records over MCP, and has no per-seat pricing. It's designed for teams who want AI built in and AI integration without vendor lock-in.
The quickest way is the hosted version at app.relaticle.com: sign up and start. To run it yourself, deploy with Docker Compose on your own server, and your data never leaves it.
Yes. Add custom fields to any record: text, email, phone, currency, date, select, multi-select, and links to other records. You can encrypt sensitive fields. No code changes needed.

Your CRM, Your Rules

Self-host it or let us run it. Either way, your data stays yours.