CRM Guides, Comparisons and Engineering - Relaticle Engineering Blog ================== Deep dives into building an open-source CRM for AI agents. [ Guides Oct 23, 2026 AI CRM evaluation: tests to run before moving data ---------------------------------------------------- An AI CRM evaluation kit with fictional records, three prompts, an answer key, and separate approval checks for built-in chat and external MCP clients. ![AI CRM evaluation: tests to run before moving data](https://relaticle.com/storage/ink/01M38HXRE27ZBW8HW6D0VPVRFP.png) ](https://relaticle.com/blog/how-to-evaluate-an-ai-crm) [ Engineering Oct 21, 2026 php2shell: how we patched Relaticle, and how to patch yours ------------------------------------------------------------- php2shell is two critical PHP flaws that let an attacker run code on a web server. What we patched on Relaticle Cloud, and what a self-hosted install needs to do today. ![php2shell: how we patched Relaticle, and how to patch yours](https://relaticle.com/storage/ink/01M5G5GEJGV9DTSAY9VT4EWPHY.png) ](https://relaticle.com/blog/php2shell-patching-php-in-docker-and-forge) [ Guides Oct 20, 2026 CRM for agencies: buyer checklist and client handoff ------------------------------------------------------ Choose a CRM for agencies by testing client history, repeat engagements, follow-up ownership, and a completed sales-to-delivery handoff. ![CRM for agencies: buyer checklist and client handoff](https://relaticle.com/storage/ink/01M38HHKTE0MGM6TJB4FPDTWZH.png) ](https://relaticle.com/blog/crm-for-agencies-from-first-call-to-project-handoff) [ Guides Oct 16, 2026 Attio export and migration: records, lists, relationships ----------------------------------------------------------- An Attio export and migration guide with a worked example of one company in two lists, destination mappings, expected counts, and relationship checks. ![Attio export and migration: records, lists, relationships](https://relaticle.com/storage/ink/01M38HHGV72B8MFZM5HRJ5098G.png) ](https://relaticle.com/blog/attio-export-migration-records-lists-relationships) [ Guides Oct 13, 2026 CRM data import checklist: CSV mapping and sample files --------------------------------------------------------- A CRM data import checklist with sample company and people CSV files, exact mappings, relationship checks, and a second-run update test. ![CRM data import checklist: CSV mapping and sample files](https://relaticle.com/storage/ink/01M38HF8RDTX5SCR0AM71K8PW0.png) ](https://relaticle.com/blog/crm-csv-import-checklist) [ Guides Oct 9, 2026 CRM permissions for AI agents: an access checklist ---------------------------------------------------- Set CRM permissions for AI agents with a filled access worksheet, clear approval boundaries, and tests for denied writes and revoked connections. ![CRM permissions for AI agents: an access checklist](https://relaticle.com/storage/ink/01M38HCK3DY8GPEAQ2Z5FW3S3J.png) ](https://relaticle.com/blog/crm-ai-permissions-before-connecting-an-agent) [ Guides Oct 6, 2026 HubSpot migration checklist: moving to another CRM ---------------------------------------------------- This HubSpot migration checklist covers moving to another CRM, including exports, associations, workflow replacements, and a worked cutover check. ![HubSpot migration checklist: moving to another CRM](https://relaticle.com/storage/ink/01M38HCG3RJEN1A8NHAGXAE8WW.png) ](https://relaticle.com/blog/hubspot-migration-checklist) [ Guides Oct 2, 2026 Five CRM workflows to hand to Claude -------------------------------------- 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 ------------------------------------------------------- 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) [ Comparisons Sep 25, 2026 Relaticle vs HubSpot: An Honest Comparison -------------------------------------------- HubSpot offers a broad customer platform with free AI and official MCP. Relaticle offers self-hosting and flat hosted CRM pricing. ![Relaticle vs HubSpot: An Honest Comparison](https://relaticle.com/storage/ink/01M17KWTZTX58HNQR895414XWY.png) ](https://relaticle.com/blog/relaticle-vs-hubspot-an-honest-comparison) [ Engineering Sep 22, 2026 Custom fields that work everywhere without per-field code ----------------------------------------------------------- How Relaticle makes custom fields available across forms, APIs, chat, and MCP, with shared normalization, clear empty-value semantics, and explicit limits. ![Custom fields that work everywhere without per-field code](https://relaticle.com/storage/ink/01M17KWS5WQE6WCDDCM1FXG3D1.png) ](https://relaticle.com/blog/custom-fields-that-work-everywhere-without-per-field-code) [ Guides Sep 18, 2026 The Real Cost of Self-Hosting a CRM ------------------------------------- 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)