Relaticle - CRM Built for People and AI-Powered Work [ Open Source 1.7K 0 1 . 0 1 2 3 4 5 6 7 K + stars ](https://github.com/relaticle/relaticle) The CRM built for people and AI-powered work ============================================== Open-source, self-hosted, and human-first. Built-in AI chat plus 37 MCP tools for external agents. [ 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,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHdpZHRoPSI2NCIgaGVpZ2h0PSI2NCIgdmlld0JveD0iMCAwIDEwMCAxMDAiPgogICAgPHJlY3Qgd2lkdGg9IjEwMCIgaGVpZ2h0PSIxMDAiIGZpbGw9IiNlNGYyYjIiIC8+CiAgICA8Y2lyY2xlIGN4PSIxMiIgY3k9IjQiIHI9IjcwIiBmaWxsPSIjZmZmZmZmIiBmaWxsLW9wYWNpdHk9IjAuMTIiIC8+CiAgICA8Y2lyY2xlIGN4PSI5NiIgY3k9IjEwMiIgcj0iNTAiIGZpbGw9IiMwMDAwMDAiIGZpbGwtb3BhY2l0eT0iMC4wNCIgLz4KICAgIDx0ZXh0IHg9IjUwIiB5PSI1MiIgZG9taW5hbnQtYmFzZWxpbmU9Im1pZGRsZSIgdGV4dC1hbmNob3I9Im1pZGRsZSIKICAgICAgICAgIGZpbGw9IiM2ODg0MDYiIGZvbnQtZmFtaWx5PSItYXBwbGUtc3lzdGVtLCBCbGlua01hY1N5c3RlbUZvbnQsICdTZWdvZSBVSScsIHNhbnMtc2VyaWYiCiAgICAgICAgICBmb250LXNpemU9IjQwIiBmb250LXdlaWdodD0iNjAwIiBsZXR0ZXItc3BhY2luZz0iLTEuNSI+CiAgICAgICAgTVIKICAgIDwvdGV4dD4KPC9zdmc+) 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 Done Schedule demo with Kovra Systems has been marked done. Add Sarah Chen as a contact 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 with deals grouped into pipeline stages, showing deal value and close date](https://relaticle.com/images/app-pipeline-preview.png) ![Relaticle companies list showing account owner, ICP status, and website domain for each company](https://relaticle.com/images/app-companies-preview.png) ![Relaticle custom fields settings showing field name, type, constraints, and properties for Opportunities](https://relaticle.com/images/app-custom-fields-preview.png) Works with the agents your team already uses Claude ChatGPT Cursor Gemini [ + any MCP client ](https://relaticle.com/developers) 30,000+ Docker pulls /self-hosted, AGPL-3.0, 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 Give MCP-compatible agents access to your CRM through 37 tools. Build custom integrations with the REST API. Your agents Claude ChatGPT Gemini CLI Custom Relaticle MCP + REST API Your CRM People Companies Deals Tasks Notes Your agents and CRM, connected. ### Built-in AI chat Ask Rela about your CRM and make changes through chat. Review proposed updates and deletions before they run. [ Meet Rela ](https://relaticle.com/ai) ### Custom fields Capture the details that matter to your business. Add custom fields, connect related records, and show fields only when relevant. Text Company name... Select Industry Toggle ### Company profiles See every account in context. Keep company 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. Lead Qualified Proposal Won ### Task management Turn follow-ups into clear next steps. Assign tasks, set due dates, and link them to people, companies, or deals. 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·2,000+ tests·AGPL-3.0 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 2,000+ Automated Tests 37 MCP Tools Free Forever Frequently Asked Questions ---------------------------- Everything you need to know about Relaticle, from deployment to AI agent integration. Is Relaticle production-ready? Yes. Relaticle has 2,000+ automated tests, 5-layer authorization, 56+ MCP-specific tests, and is used in production. The codebase is continuously tested with PHPStan static analysis and Pest mutation testing. What can the built-in AI chat do? Ask anything about your CRM and the chat works on your data: list and search records, draft follow-ups, summarize a deal, create a task, update or delete a record. @-mention any record (people, companies, deals, tasks, notes) to scope a question. Voice input, persistent searchable history, and dashboard insight cards are included. Can the AI chat delete or change my CRM data without my approval? No. Destructive operations (delete, update existing records) show an approval card with Approve and Reject buttons. Nothing happens until you click. Approved destructive actions can be undone for 5 seconds via a toast. Read-only and create operations don't require approval. Does the built-in chat send my data to OpenAI or Anthropic? Inference runs through whichever AI provider your team configures (Anthropic Claude, Google Gemini, or any OpenAI-compatible endpoint). Conversation history is stored only in your Relaticle database, and Relaticle never trains on your data. Self-hosted teams supply their own provider keys, so the destination is yours to choose. What AI agents can I connect from outside? Any agent that speaks MCP (Model Context Protocol). Claude, ChatGPT, Gemini, open-source models, or your own custom agents. Relaticle's MCP server provides 37 tools for external AI agents to read, create, update, delete, and analyze 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 gives external agents 37 tools to list companies, create contacts, update opportunities, analyze pipelines, and more. How is Relaticle different from HubSpot or Salesforce? Relaticle is self-hosted (you own your data), open-source (AGPL-3.0), ships with both a built-in AI chat and 37 MCP tools for any external agent, 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? Deploy with Docker Compose, Laravel Forge, or any PHP 8.5+ hosting with PostgreSQL. Self-hosted means your data never leaves your server. A managed hosting option is also available at app.relaticle.com. Can I customize the data model? Yes. Relaticle offers 22 custom field types including text, email, phone, currency, date, select, multiselect, entity relationships, conditional visibility, and per-field encryption. No migrations or code changes needed. Your CRM, Your Rules ---------------------- Self-hosted. Agent-native. Full control over your data and your AI. [ Start for free ](https://relaticle.com/login) [ Get in touch ](https://relaticle.com/contact)