Relaticle - CRM Built for People and AI-Powered Work [ Open Source 1.8K 0 1 . 0 1 2 3 4 5 6 7 8 K + stars ](https://github.com/relaticle/relaticle) 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. [ Start for free ](https://relaticle.com/login) [ Get in touch ](https://relaticle.com/contact) AskAsk Rela Pipeline Companies FieldsCustom Fields app.relaticle.com NW Northwind Search ⌘K Overdue tasks this week ----------------------- ![](data:image/svg+xml;base64,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) 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. Schedule demo with Kovra Systems Updated Schedule demo with Kovra Systems has been marked done. Add Sarah Chen at Kovra Systems. She's VP of Engineering. Assistant Review the proposal below to add her to Kovra Systems. Sarah Chen Created Sarah Chen has been created and linked to Kovra Systems. Sarah Chen Job title VP of Engineering Company Kovra Systems Link Sarah to an opportunity Create a task for Sarah Add a note about Sarah Review before continuing Update Task Schedule demo with Kovra Systems Attribute New value Status To do Done Create Person Sarah Chen Attribute New value Name Sarah Chen Job title VP of Engineering Company Kovra Systems Discard Save changes ⌘⏎ 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 ![Relaticle opportunities board grouped into pipeline stages, showing amount and close date](https://relaticle.com/build/assets/app-pipeline-preview-D2BdswON.png) ![Relaticle companies list showing account owner, ICP status, and website domain for each company](https://relaticle.com/build/assets/app-companies-preview-BptkEpze.png) ![Relaticle custom fields settings showing field name, type, constraints, and properties for Opportunities](https://relaticle.com/build/assets/app-custom-fields-preview-CMwD-d46.png) Works with the agents your team already uses Claude ChatGPT Cursor Gemini [ + any MCP client ](https://relaticle.com/developers) 43,000+ Docker pulls /self-hosted and open source, shipping weekly Features One CRM. Three ways to work. ------------------------------ Work in the app, [ask Rela in chat](https://relaticle.com/ai), 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. Your agents Claude ChatGPT Gemini CLI Custom Relaticle MCP + REST API Your CRM People Companies Opportunities Tasks Notes 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 ](https://relaticle.com/ai) ### 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 ](https://relaticle.com/login) No credit card·Unlimited users·Open source Built in the Open ------------------- Relaticle is AGPL-3.0 open source, so you can [run it on your own server](https://relaticle.com/self-hosted). Star the repo, join Discord, and help shape the future of agent-native CRM. [### GitHub Star our repo, report issues, and contribute code. Completely open source and free to use. View Repository ](https://github.com/relaticle/relaticle) [### Discord Chat with developers, get help, and share ideas. Join our growing community of builders. Join Discord ](https://relaticle.com/discord) [### Developer Docs Self-host with Docker, build on the REST API, and connect AI agents over MCP. Read the Docs ](https://relaticle.com/developers) AGPL-3.0 Open Source Unlimited Users Self-Hosted Your Server Flat No Per-Seat Pricing Frequently Asked Questions ---------------------------- Everything you need to know about Relaticle, from getting started to working with AI. Is Relaticle production-ready? 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. What can Rela do? 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. Can Rela create, change, or delete my CRM data without my approval? 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. Do external AI agents need my approval for each change? 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. Does Rela send my data to OpenAI or Anthropic? 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. What AI agents can I connect from outside? 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. What is MCP? 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. Does Relaticle sync my email and calendar? 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. How is Relaticle different from HubSpot or Salesforce? 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. How do I deploy Relaticle? 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. Can I customize the data model? 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. [ Start for free ](https://relaticle.com/login) [ Get in touch ](https://relaticle.com/contact)