Getting Started - Relaticle Documentation                 [ Skip to main content ](#main-content)= 768) mobileMenu = false">  [                                                         ](https://relaticle.com)

  [ Features ](https://relaticle.com/#features) [ Pricing ](https://relaticle.com/pricing) [ Documentation ](https://relaticle.com/docs) [  Discord  ](https://relaticle.com/discord)  [ Sign In ](https://relaticle.com/login) [ Start for free ](https://relaticle.com/register)

  [                                                         ](https://relaticle.com)

  [ Features ](https://relaticle.com/#features) [ Pricing ](https://relaticle.com/pricing) [ Contact ](https://relaticle.com/contact) [ Docs ](https://relaticle.com/docs)

  [ Sign In ](https://relaticle.com/login) [ Start for free ](https://relaticle.com/register)

    Documentation
-----------------

 [ Getting Started ](https://relaticle.com/docs/getting-started) [ Import Guide ](https://relaticle.com/docs/import) [ Developer Guide ](https://relaticle.com/docs/developer) [ Self-Hosting Guide ](https://relaticle.com/docs/self-hosting) [ MCP Server ](https://relaticle.com/docs/mcp) [ API Reference ](https://relaticle.com/docs/api)

  [\#](#getting-started "Permalink")Getting Started
=================================================

Welcome to Relaticle. This guide gets you up and running in 5 minutes.

---

[\#](#quick-setup "Permalink")Quick Setup
-----------------------------------------

### [\#](#1-create-your-account "Permalink")1. Create Your Account

1. Go to the registration page
2. Enter your name, email, and password
3. You'll be taken to your new workspace

### [\#](#2-complete-your-profile "Permalink")2. Complete Your Profile

1. Click your avatar in the top-right corner
2. Select **Profile**
3. Add your profile photo and details

### [\#](#3-invite-team-members "Permalink")3. Invite Team Members

1. Click your workspace name in the sidebar
2. Select **Team Settings**
3. Click **Invite Member**
4. Enter their email address and select a role

---

[\#](#core-concepts "Permalink")Core Concepts
---------------------------------------------

Relaticle organizes your customer data into five connected entities:

EntityPurposeExample**Companies**Organizations you work withAcme Corporation**People**Contacts at companiesJohn Doe, CEO at Acme**Opportunities**Deals in your sales pipelineQ1 Enterprise Contract**Tasks**Actions to completeFollow up on proposal**Notes**Important information to rememberMeeting notes from call**How they connect:**

- People belong to Companies
- Opportunities link to Companies and People
- Tasks and Notes can be attached to any record

---

[\#](#your-first-actions "Permalink")Your First Actions
-------------------------------------------------------

### [\#](#add-a-company "Permalink")Add a Company

1. Click **Companies** in the sidebar
2. Click **New Company** (top right)
3. Enter the company name (required)
4. Add optional details: website, address, phone
5. Click **Create**

### [\#](#add-a-contact "Permalink")Add a Contact

1. Open the company you just created
2. In the **People** section, click **Create People**
3. Enter the contact's name (required)
4. Add their email, phone, and title
5. Click **Create**

### [\#](#create-an-opportunity "Permalink")Create an Opportunity

1. Click **Opportunities** in the sidebar
2. Click **New Opportunity**
3. Enter the opportunity name
4. Select the **Company** and **Contact**
5. Click **Create**

### [\#](#add-a-follow-up-task "Permalink")Add a Follow-Up Task

1. Open your opportunity
2. In the **Tasks** section, click **Create Task**
3. Enter a title (e.g., "Send proposal")
4. Set a due date and priority
5. Assign it to yourself or a team member
6. Click **Create**

---

[\#](#custom-fields "Permalink")Custom Fields
---------------------------------------------

Every entity supports custom fields for tracking data specific to your business.

**To manage custom fields:**

1. Click the **Settings** icon in the sidebar
2. Select **Custom Fields**
3. Choose the entity type (Companies, People, etc.)
4. Add, edit, or reorder fields

**22 field types available**, including:

- Text, Textarea, Number, Date, Date & Time
- Email, Phone, Link, Color Picker
- Select, Multi-select, Radio, Checkbox, Checkbox List
- Toggle, Toggle Buttons, Tags Input
- Currency, Rich Editor, Markdown Editor
- File Upload
- Record (link to another entity)

---

[\#](#import-existing-data "Permalink")Import Existing Data
-----------------------------------------------------------

Already have data in spreadsheets? Import it directly.

1. Go to any entity list (Companies, People, etc.)
2. Click **Import** in the header
3. Upload your CSV file
4. Map columns to Relaticle fields
5. Review and import

See the **Import Guide** for detailed instructions and CSV templates.

---

[\#](#daily-workflow "Permalink")Daily Workflow
-----------------------------------------------

**Start of day:**

- Check your **Tasks** for today's priorities
- Review any new **Opportunities**

**Throughout the day:**

- Update records after customer interactions
- Add **Notes** to capture important details
- Create **Tasks** for follow-ups

**End of day:**

- Ensure all activities are logged
- Update opportunity stages as needed

---

[\#](#whats-next "Permalink")What's Next
----------------------------------------

- **Import data** → See the Import Guide
- **Customize fields** → Settings > Custom Fields
- **Integrate via API** → [API Reference](/docs/api)

 [  Edit this page on GitHub ](https://github.com/Relaticle/relaticle/edit/main/packages/Documentation/resources/markdown/getting-started.md)

  ###    On this page

 - [ Quick Setup ](#quick-setup)
- [ Core Concepts ](#core-concepts)
- [ Your First Actions ](#your-first-actions)
- [ Custom Fields ](#custom-fields)
- [ Import Existing Data ](#import-existing-data)
- [ Daily Workflow ](#daily-workflow)
- [ What's Next ](#whats-next)

   [                                                         ](https://relaticle.com) The open-source CRM built for AI agents. Self-hosted. No per-seat pricing. Yours to own.

  [  ](https://github.com/Relaticle/relaticle) [  ](https://x.com/relaticle) [  ](https://www.linkedin.com/company/relaticle)

 ###  Quick Links

- [ Home ](https://relaticle.com)
- [ Pricing ](https://relaticle.com/pricing)
- [ Documentation ](https://relaticle.com/docs)
- [ Features ](https://relaticle.com/#features)

 ###  Support & Legal

- [ Privacy Policy ](https://relaticle.com/privacy-policy)
- [ Terms of Service ](https://relaticle.com/terms-of-service)
- [ Contact Us ](https://relaticle.com/contact)

 © 2026 Relaticle. All rights reserved.