CRM for ChatGPT: run your pipeline from chat - Relaticle      

  Relaticle for ChatGPT 

 The CRM you run from ChatGPT 
==============================

 For founders who sell to a named list of companies. Ask about your pipeline, add the people you met, and log the next step from the chat you already have open.

 [ Start for free ](https://relaticle.com/login) [ See how to connect ](#connect) 

   ChatGPT   Relaticle connected  

 What is in my pipeline this month?

  Relaticle · Aggregate opportunities

 You have 9 open opportunities worth $181,500. The largest share sits in proposals.

 | Stage | Opportunities | Value |
|---|---|---|
| Qualification | 4 | $48,000 |
| Proposal/Price Quote | 3 | $72,500 |
| Negotiation/Review | 2 | $61,000 |

  An example exchange. ChatGPT answers from the records in your own workspace.   

   What you can ask ChatGPT 
--------------------------

 Plain requests, answered from your own records and written back to them.

###  What is in my pipeline this month? 

  It totals your opportunities by stage or by company.

###  Add Dana Reyes at Northwind Labs and link her to the company. 

  It creates the person and the company, and links the two.

###  Create a task to send the proposal on Friday, on the Northwind opportunity. 

  It creates the task and attaches it to the opportunity.

###  What did we agree with Northwind last time? 

  It reads the notes on the company and answers from them.

   Connect ChatGPT in three steps 
--------------------------------

 The whole setup is a consent screen. No code and no API keys.

1. 1 

    ###  Install the plugin 

     Open the Relaticle plugin in the ChatGPT plugin directory and click Install plugin.
2. 2 

    ###  Approve access 

     ChatGPT sends you to Relaticle to sign in. Approve access and pick the workspace it may use.
3. 3 

    ###  Ask 

     Start a message with @Relaticle, then ask about your pipeline or tell it what to add.

 [ Open the ChatGPT plugin  ](https://chatgpt.com/plugins/plugin_asdk_app_6a92c3af04a0819180ed6652ebe09961) [ Read the setup guide ](https://relaticle.com/help/ai-assistant/connect-claude-or-chatgpt) 

   Built for founder-led sales 
-----------------------------

 You know every company on your list and you run the deals yourself. The CRM should keep up without a sales ops person.

###  A named list, not a lead funnel 

 Import your target companies from a CSV, or have ChatGPT add them as you work. Each company keeps its people, opportunities, tasks and notes together.

###  Fields that fit your deals 

 Add custom fields for the dates, criteria and stages your deals turn on. ChatGPT reads and sets them by name, option labels included.

###  One price for the whole team 

 Unlimited users on one flat price. Nothing changes on the bill when a second person joins the deal.

   What to know before you connect 
---------------------------------

###  Changes apply directly 

 A connected assistant writes straight to your records, so rely on its own confirmation prompts. Rela, the built-in assistant, asks before every change instead.

###  It acts as you, in one workspace 

 It can do what you can do there, and nothing else. Revoke it at any time under Settings, Access Tokens.

###  It spends no AI credits 

 Credits are only for the built-in assistant. Relaticle does not charge for work done through ChatGPT.

###  It works across your records 

 Search, create, update and delete across companies, people, opportunities, tasks and notes.

 [  Using Claude instead? ](https://relaticle.com/crm-for-claude) [ Meet Rela ](https://relaticle.com/ai) 

   Questions about Relaticle and ChatGPT 
---------------------------------------

   Does Relaticle work with ChatGPT?    Yes. ChatGPT connects to the Relaticle MCP server with OAuth. It can search, create, update and delete companies, people, opportunities, tasks and notes in the workspace you pick, custom fields included. 

   Can ChatGPT change my records without asking me?    Through the ChatGPT connector, yes. Changes made through the connector apply directly inside the workspace you approved, with no approval card in Relaticle, so use the confirmation prompts ChatGPT gives you. The assistant built into Relaticle works differently: it proposes every change and waits for your approval. 

   What does it cost?    The connector adds no charge and spends no AI credits. It needs an active Relaticle Cloud workspace. Every new workspace starts with a 14-day Cloud Pro trial. After the trial, the workspace needs a Cloud Pro subscription to stay active. 

   Can I use it with a self-hosted install?    The plugin in the ChatGPT directory connects to Relaticle Cloud. A self-hosted install includes the same MCP server on your own domain, and the MCP server guide covers how a client connects to it. 

   Put your company list where ChatGPT can reach it 
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 Free to start, no credit card required. Self-host it yourself whenever you want.

 [ Start for free ](https://relaticle.com/login) [ See pricing ](https://relaticle.com/pricing)