Rela: AI Assistant for Relaticle CRM - Relaticle Meet Rela The AI teammate inside your CRM ================================= Rela does real CRM work: it finds, creates, and updates your records. You approve every change before it happens. [ Start for free ](https://relaticle.com/register) [ See it work ](#demo) Anatomy of a change --------------------- You ask. Rela proposes. Nothing is written until you say so. 1. Step 1: you ask Mark the Northwind renewal as won and set the close date to today Plain language. No commands to memorize. 2. Step 2: Rela proposes Update Northwind renewal Opportunity Stage Negotiation Won Close date Not set Today 3. Step 3: you decide Approve Reject Updated Northwind renewal Reject and nothing is written. The proposal expires on its own after 15 minutes. What Rela actually does ------------------------- No canned demos. Every capability below runs against your real workspace. ### Creates and updates any record Companies, people, opportunities, tasks, and notes. Ask for a field to change and it proposes the edit. ### Proposes many records at once Ask for a batch of up to 25 records. You review them one at a time and keep the ones you want. ### Knows your custom fields Every active custom field your team has defined works out of the box, with option labels shown as text, not raw IDs. ### Answers questions from the docs Ask how something works and it searches Relaticle's own documentation for the answer, with a link to the source. ### Finds and summarizes your data Look up a record, list your team, or get a rollup of your pipeline without opening a single page. ### Guides you to the right page For the few things it cannot do itself, like importing a file or changing a field type, it links you straight to where you can. You stay in control --------------------- An assistant that can write to your CRM only earns trust one way: by never writing without asking first. ### Nothing writes without your approval Every proposed create, update, or delete renders as a card showing the old value and the new one. You approve or reject it; nothing saves until you do. An unanswered proposal expires after 15 minutes. ### Batches are reviewed record by record A batch of up to 25 records is stepped through one at a time. Keep the ones you want, reject the rest, and nothing you skipped is written. ### Transparent credits, your choice of model Sonnet 4.6 is free on every plan. Switch to Opus 4.7, GPT 5.5 and GPT 5.4 on a paid plan when a harder question calls for it. MCP server Use Relaticle from Claude or ChatGPT -------------------------------------- Relaticle ships a built-in MCP server, so your own AI client can read and write your CRM directly. It works with Claude, ChatGPT, and any other MCP-compatible client. MCP calls run against the same records, and because you authorized the client yourself, they apply straight away rather than waiting for an in-app approval. [ Read the developer docs ](https://relaticle.com/developers) Self-hosted AI Run the assistant on your own server -------------------------------------- Self-hosting Relaticle does not mean giving up the assistant. On your own server, bring your own API key for Claude or GPT, or point it at a local model with Ollama and keep every request on your own infrastructure. [ See self-hosting options ](https://relaticle.com/self-hosted) Questions about Rela, answered -------------------------------- What can Rela change in my CRM? Anything you can change by hand: companies, people, opportunities, tasks, and notes, one record or a batch of up to 25. Every write still needs your approval first. Does Rela invent data? Rela works only on your records and Relaticle's own product documentation. When it does not know something, it says so, or links you to the page where you can do it yourself, instead of guessing. Which models power Rela? Sonnet 4.6 on every plan. A paid plan additionally unlocks Opus 4.7, GPT 5.5 and GPT 5.4, which cost more credits per reply. A self-hosted install supplies its own provider key, so you choose the model and pay the provider directly, or run a local one. Is Rela included in the free plan? Yes. On Relaticle Cloud every workspace, free or paid, gets Rela with a 300-credit monthly allowance on the free-tier model, and upgrading raises the allowance and unlocks the higher-tier models. A self-hosted install ships with no provider configured, so you add your own key or point it at a local model, and you pay that provider directly. Try Rela in your own workspace -------------------------------- Free to start, no credit card required. Self-host it yourself whenever you want. [ Start for free ](https://relaticle.com/register) [ See pricing ](https://relaticle.com/pricing)