Relaticle - Open-Source AI CRM for Claude and ChatGPT [ Open Source 1.8K 0 1 . 0 1 2 3 4 5 6 7 8 K + stars ](https://github.com/relaticle/relaticle) The AI CRM for selling without a sales team ============================================= For people who sell to a named list of companies. Work from Claude or ChatGPT, or ask Rela, the built-in AI assistant. [ Start for free ](https://relaticle.com/login) [ Get in touch ](https://relaticle.com/contact) 14-day trial, no card, unlimited users. AskAsk Rela PipelinePipeline CompaniesCompanies FieldsCustom fields 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 Preparing task changes… 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 Drafting a person… 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 AI you already use [ Claude ](https://relaticle.com/crm-for-claude) [ ChatGPT ](https://relaticle.com/crm-for-chatgpt) Cursor Gemini [ + any MCP client ](https://relaticle.com/developers) You approve every change Rela proposes a create, update or delete as a card. Nothing is saved until you approve it. [ How approval works ](https://relaticle.com/help/ai-assistant/approve-what-the-assistant-changes) Your data is yours Export every record type to CSV or Excel, or run Relaticle on your own server under the AGPL-3.0. [ Self-host Relaticle ](https://relaticle.com/self-hosted) $19 a month, unlimited users Priced per workspace, not per user, with unlimited users and records. Every workspace starts on a 14-day trial with no card. [ See pricing ](https://relaticle.com/pricing) Features One CRM, three ways to work. Click, ask Rela, or let your agent do it. ------------------------------------------------------------------------ 01 · In the app ### A pipeline you read at a glance. Company, amount and close date, in the stages you define. - Board or list, your pick - Drag a card to the next stage - Rename, recolor or reorder the stages [ Track a deal through the pipeline ](https://relaticle.com/help/getting-started/track-a-deal-through-the-pipeline) #### Prospecting 2 1 Notion API Integration Notion $18,000.00 Oct 25 Figma Design System Rollout Figma $12,500.00 Nov 6 #### Qualification 1 2 Dropbox SSO Upgrade Dropbox $9,800.00 Nov 1 #### Needs Analysis 2 Apple Developer Partnership Apple $25,000.00 Nov 4 Vercel Partner Program Vercel $30,000.00 Oct 18 #### Value Proposition 2 GitHub Enterprise Migration GitHub $48,000.00 Oct 23 Spotify Ads Pilot Spotify $24,000.00 Oct 14 02 · Rela ### Ask in plain words. Rela drafts the change. You approve it before it is saved. - Type @ to point it at any record - Every create, update and delete waits for your approval - Fix a field on the card before you approve [ Meet Rela ](https://relaticle.com/ai) Mark Northwind renewal as won and close it today Looking up Northwind renewal… Review the proposal below to update the opportunity. Update Opportunity Rela Northwind renewal Attribute New value Stage Negotiation/Review Closed Won Close date Save Cancel Not set Nov 6, 2026 Discard Save changes Approved by you. Saved to Northwind renewal. Discarded. Nothing was written. 03 · Your agents ### Work from Claude or ChatGPT. It reads and updates the same records you do, with your permissions. - One consent screen, no API keys - Acts as you, in the one workspace you approved - Any MCP client with a personal access token [ Relaticle for Claude ](https://relaticle.com/crm-for-claude) Claude ChatGPT Relaticle connected Add a follow-up with Lena at Northwind for Thursday Relaticle · Create task Done. The task is due Thursday and linked to Lena Ortiz and the Northwind renewal. Relaticle · Tasks Just now Claude ChatGPT Follow up with Lena Ortiz Thursday Lena Ortiz Northwind renewal One record Four hands, one opportunity. Your inbox, you, your agent and Rela all work on the same record. ------------------------------------------------------------------------------------------------ Northwind renewal Proposal/Price Quote Negotiation/Review Closed Won Company Northwind Mailbox Point of Contact Lena Ortiz Mailbox Amount $48,000 Close Date Nov 6, 2026 Stage Proposal/Price Quote Negotiation/Review You Closed Won Rela Follow up with Lena Ortiz Thursday Claude Mailbox Mon 9:12 Adds Lena Ortiz and Northwind after your first email. You Tue 14:30 Moves Northwind renewal to Negotiation/Review on the board. Claude Wed 10:05 Creates a follow-up task for Thursday from a chat in Claude. Rela Fri 16:48 Marks the opportunity as won after you approve the change. Approved by you Email and calendar Your inbox fills in your CRM. No typing, no copy and paste. ------------------------------------------------------------- Gmail and Outlook ### Every email and meeting on the record. People and companies fill in from your inbox. - Connect a Google or Microsoft account - Relaticle never changes or deletes a message - Share who you talked to, the subject, or the full email [ How email works in Relaticle ](https://relaticle.com/email-and-calendar) Mailbox Added Lena Ortiz and Northwind after your first email Lena Ortiz Head of Operations at Northwind Compose email Tasks Notes Emails 4 Meetings 4 Activity log - ![](data:image/svg+xml;base64,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) Re: Renewal quote for 2027 via Sam Patel 9:24 AM Sam Patel, Lena Ortiz Thanks Lena. The dates work, so I will send the contract on Thursday. - Renewal quote for 2027 via Sam Patel Yesterday Lena Ortiz, Sam Patel Hi Sam, thanks for the call. The volume discount works for us. - ![](data:image/svg+xml;base64,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) (subject hidden) via Maya Chen Yesterday Maya Chen, Lena Ortiz Request access from Maya - ![](data:image/svg+xml;base64,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) Implementation timeline via Maya Chen Mon Maya Chen, Lena Ortiz Request access from Maya - Nov 16 Implementation kickoff Maybe Monday, 2:30 pm · 45 min Lena Ortiz, Maya Chen, Sam Patel - Nov 12 Contract signature Accepted Thursday, 10:00 am · 30 min Lena Ortiz, Sam Patel - Nov 3 Renewal call Accepted Tuesday, 4:00 pm · 30 min Lena Ortiz, Sam Patel - Oct 21 Pricing review Accepted Wednesday, 11:00 am · 45 min Lena Ortiz, Sam Patel And the rest Everything else a CRM needs. Simple enough that your team keeps it current. ----------------------------------------------------------------------------- - ### Custom fields Add the fields your business tracks to any record, and link related records together. - ### Companies and people Each company keeps its people, opportunities and history in one place. - ### Tasks Assign follow-ups, set due dates, and link them to the records they concern. - ### Notes and activity Write notes on the record, and review the activity history to see what changed. - ### Workspaces and roles Keep teams in separate workspaces and use roles to control who can change data. - ### Import and export Bring records in from a CSV, map the columns, and export your data any time. - Try every part of it. 14-day Cloud Pro trial, no card, unlimited users. [ Start for free ](https://relaticle.com/login) Open source Built in the open. Run it on your own server, or let us host it. ------------------------------------------------------------------ [ 1.8K+ GitHub stars](https://github.com/relaticle/relaticle) [ 56,000+ Docker pulls](https://hub.docker.com/r/manukminasyan/relaticle) [ 165 Discord members](https://relaticle.com/discord) All Relaticle code in a self-hosted install is AGPL-3.0. Only the code behind relaticle.com, the hosted business, is proprietary. [ ### GitHub Star the repo, report issues, and read every line of code. ](https://github.com/relaticle/relaticle) [ ### Discord Talk with the team and other builders, and share ideas. ](https://relaticle.com/discord) [ ### Self-host Deploy with Docker Compose on your own server. Your CRM database stays there. ](https://relaticle.com/self-hosted) [ ### Developer docs Self-host with Docker, use the REST API, and connect agents over MCP. ](https://relaticle.com/developers) FAQ Frequently asked questions ---------------------------- Something else on your mind? [Get in touch](https://relaticle.com/contact) 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 OpenAI or Anthropic model you pick in the message box. Self-hosted installs use their own provider keys or a local model through Ollama, so the destination is yours to choose. Relaticle keeps your conversation history in its own database, and the provider you pick processes each message under its own terms. Relaticle never trains on your data. What does Relaticle cost, and what happens when the trial ends? Cloud Pro is $19 a month per workspace billed yearly ($24 billed monthly), with unlimited users and records. Every new workspace starts a 14-day Cloud Pro trial with no card. Hosted access pauses when the trial ends without a subscription; your data stays and resumes when you subscribe. 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. Your CRM database stays there, and AI requests go only to the provider you configure. 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. Is Relaticle production-ready? Yes. Relaticle Cloud runs in production today. Every change passes an automated test suite before it ships. Each workspace's data stays separate behind role-based permissions. 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. What does the AGPL-3.0 ask of me? Nothing, if you use Relaticle as it ships, hosted or self-hosted. The licence only asks that a modified version served to others over a network offers its users the modified source. This is a plain summary, not legal advice; the licence text governs. 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. 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. 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 people who want AI built in and AI integration without vendor lock-in. Your CRM, your rules. Start free, self-host whenever you like. ---------------------------------------------------------------- [ Start for free ](https://relaticle.com/login) [ Get in touch ](https://relaticle.com/contact) 14-day trial, no card, unlimited users.