Guides: CRM Blog - Relaticle       Engineering Blog 
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 Posts in Guides · [All posts](https://relaticle.com/blog)

 [  Guides   Oct 2, 2026  

 Five CRM workflows to hand to Claude 
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Five CRM workflows for Claude: pipeline reviews, meeting notes, lead entry, data cleanup, and weekly digests, with explicit read and write boundaries.

 ![Five CRM workflows to hand to Claude](https://relaticle.com/storage/ink/01M17KWYEEY8XB0VPJB7VV1D1Z.png) ](https://relaticle.com/blog/five-crm-workflows-to-hand-to-claude) [  Guides   Sep 29, 2026  

 Backups, upgrades, and security for a self-hosted CRM 
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A practical operating playbook for backing up, upgrading, and securing a self-hosted CRM without treating customer data casually.

 ![Backups, upgrades, and security for a self-hosted CRM](https://relaticle.com/storage/ink/01M17KWWPXPKX3V7DN7YZGR2PW.png) ](https://relaticle.com/blog/backups-upgrades-and-security-for-a-self-hosted-crm) [  Guides   Sep 18, 2026  

 The Real Cost of Self-Hosting a CRM 
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Self-hosting a CRM can be cheap, but it is not free. Here is the infrastructure, time, and SaaS comparison math.

 ![The Real Cost of Self-Hosting a CRM](https://relaticle.com/storage/ink/01M17KWQF2PGK7BC11JAF2MJ0W.png) ](https://relaticle.com/blog/the-real-cost-of-self-hosting-a-crm) [  Guides   Sep 8, 2026  

 Migrating from HubSpot or Attio to a Self-Hosted CRM 
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Plan a HubSpot or Attio migration: export records and notes, map relationships, test imports, and identify the history and files needing separate work.

 ![Migrating from HubSpot or Attio to a Self-Hosted CRM](https://relaticle.com/storage/ink/01M17KWJ6ZDNHA8SB2WWA21Z7E.png) ](https://relaticle.com/blog/migrating-from-hubspot-or-attio-to-a-self-hosted-crm) [  Guides   Sep 4, 2026  

 Let Claude Code Run Your Sales Pipeline 
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Five real Claude Code sessions against Relaticle's MCP server: pipeline review, data entry, task cleanup, custom fields, and a delete it wouldn't rush.

 ![Let Claude Code Run Your Sales Pipeline](https://relaticle.com/storage/ink/01M17KWGFJTG7KWZAR40C6SZZZ.png) ](https://relaticle.com/blog/let-claude-code-run-your-sales-pipeline) [  Guides   Sep 1, 2026  

 What 'Agent-Native CRM' Actually Means 
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Evaluate an agent-native CRM through its write surface, approval model, self-hosted support, machine-readable documentation, and first-party tooling.

 ![What 'Agent-Native CRM' Actually Means](https://relaticle.com/storage/ink/01M17KWER35G1NK6TDDS6KQSZN.png) ](https://relaticle.com/blog/what-agent-native-crm-actually-means) [  Guides   Aug 28, 2026  

 How to Connect Claude to Your CRM with MCP 
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Connect Claude to Relaticle through OAuth or a scoped token. Understand custom fields, tool discovery, and the direct-write behavior before editing records.

 ![How to Connect Claude to Your CRM with MCP](https://relaticle.com/storage/ink/01M17KWD0RMP42X0P5Z8T29ZYP.png) ](https://relaticle.com/blog/how-to-connect-claude-to-your-crm-with-mcp) [  Guides   Aug 18, 2026  

 Self-Hosting an AI-Native CRM in 2026 
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Self-host Relaticle with Docker, Coolify, or Dokploy. Understand the additional model and broadcasting setup needed for chat, plus MCP and credit limits.

 ![Self-Hosting an AI-Native CRM in 2026](https://relaticle.com/storage/ink/01M17KW7J3RKP1743041AJCDMP.png) ](https://relaticle.com/blog/self-hosting-an-ai-native-crm-in-2026)