Relaticle - CRM Built for People and AI-Powered Work [ Skip to main content ](#main-content)= 768) mobileMenu = false"> [ ](https://ws.relaticle.com) [ Features ](https://ws.relaticle.com/#features) [ Pricing ](https://ws.relaticle.com/pricing) [ Documentation ](https://ws.relaticle.com/docs) [ Discord ](https://ws.relaticle.com/discord) [ Sign In ](https://ws.relaticle.com/login) [ Start for free ](https://ws.relaticle.com/register) [ ](https://ws.relaticle.com) [ Features ](https://ws.relaticle.com/#features) [ Pricing ](https://ws.relaticle.com/pricing) [ Contact ](https://ws.relaticle.com/contact) [ Docs ](https://ws.relaticle.com/docs) [ Sign In ](https://ws.relaticle.com/login) [ Start for free ](https://ws.relaticle.com/register) [ 1.3K+ stars Open Source ](https://github.com/relaticle/relaticle) The CRM built for people and AI-powered work ============================================== Open-source, self-hosted, and human-first. Built-in AI chat plus 30 MCP tools for external agents. [ Start for free ](https://ws.relaticle.com/register) [ Get in touch ](https://ws.relaticle.com/contact) AskAsk Relaticle Pipeline Companies FieldsCustom Fields app.relaticle.com Northwind Home People Companies Opportunities Tasks Notes Chats Overdue tasks this week This week's pipeline review Follow up with Priya Nair Renewal prep — Daniel Okafor All chats Overdue tasks this week ----------------------- What's overdue this week? Assistant Searching tasks… done You have 3 overdue tasks: Call Sarah Chen Due yesterday · Kovra Systems Overdue Send proposal to Trellis Labs Due 2 days ago · Trellis Labs Overdue Schedule demo with Kovra Systems Due 3 days ago · Kovra Systems Overdue Mark them all as done. Assistant I'll mark 3 tasks complete. Confirm to proceed. Update Mark 3 tasks complete Tasks: Call Sarah Chen · Send proposal · Schedule demo Approve Reject Approved · 3 tasks marked complete Add Sarah Chen as a contact at @Kovra Systems. She's VP of Engineering. Assistant Creating contact… done Added Sarah and linked her to Kovra Systems. Sarah Chen VP of Engineering · Kovra Systems SC Ask anything… Auto Good morning, Marcus. ----------------------- Recent chat · This week's pipeline review Ask anything… Auto What's overdue this week? Show this week's pipeline Add a new contact ### Tasks 0 View all Stay on top of work Create tasks for yourself or your team to track next steps New task ![Relaticle CRM — Pipeline](https://ws.relaticle.com/images/app-pipeline-preview.png) ![Relaticle CRM — Companies](https://ws.relaticle.com/images/app-companies-preview.png) ![Relaticle CRM — Custom Fields](https://ws.relaticle.com/images/app-custom-fields-preview.png) Features One CRM. Three ways to work: UI, chat, and agents. ---------------------------------------------------- Manage records by hand, ask Relaticle in the app, or connect Claude, ChatGPT, Gemini, and custom agents through MCP. Every path works from the same permissions, schema, and customer data. ### Connect Any External Agent Bring your own agent through the MCP server with 30 tools, or build custom integrations with the REST API. Full CRUD, custom field support, and schema discovery built in. Claude ChatGPT Gemini Custom MCP Server · Connected 30 tools REST API v1 Schema auto Contacts Companies Deals Tasks Notes Agents Claude ChatGPT Gemini Custom MCP Server Connected Tools 30 REST API v1 Schema auto Your CRM Contacts Companies Deals Tasks Notes ### Built-in AI Chat Ask anything about your CRM. @-mention records to scope a question, approve destructive actions, undo with one click. Voice in, persistent searchable history. ### Customizable Data Model 22 field types including entity relationships, conditional visibility, and per-field encryption. Text Company name... Select Industry Toggle ### Company Management Track companies with detailed profiles, linked contacts, and opportunity history. See the full picture at a glance. ### People Management Rich contact profiles with interaction history, notes, and linked companies. Find anyone with advanced search and filters. ### Sales Opportunities Manage your pipeline with custom stages, lifecycle tracking, and win/loss analysis. Lead Qualified Proposal Won ### Task Management Create, assign, and track tasks linked to contacts, companies, and deals. Ask the chat to draft follow-ups, reschedule tasks, or roll up what's due — destructive edits ask before they run. Send proposal to @Acme Follow up with @Sarah Review Q4 pipeline Due today ### Team Collaboration Multi-workspace support with role-based permissions and 5-layer authorization. Every team member sees exactly what they should. ### Import & Export Migrate from any CRM with CSV imports. Column mapping, validation, and error handling included. Export anytime — your data is yours. ### Notes & Activity Log Capture notes linked to any record — by hand, by voice, or by asking the chat. Search and retrieve context instantly across notes, messages, and activity. ### Ready to start? Bring your team and agents onto the same CRM. [ Start for free ](https://ws.relaticle.com/register) No credit card·1,100+ tests·AGPL-3.0 Built in the Open ------------------- Relaticle is AGPL-3.0 open source. Star the repo, join Discord, and help shape the future of agent-native CRM. [### GitHub Star our repo, report issues, and contribute code. Completely open source and free to use. View Repository ](https://github.com/relaticle/relaticle) [### Discord Chat with developers, get help, and share ideas. Join our growing community of builders. Join Discord ](https://ws.relaticle.com/discord) [### Documentation Learn how to use Relaticle. Comprehensive guides for users and developers alike. Read the Docs ](https://ws.relaticle.com/docs) AGPL-3.0 Open Source 1,100+ Automated Tests 30 MCP Tools Free Forever Frequently Asked Questions ---------------------------- Everything you need to know about Relaticle, from deployment to AI agent integration. Is Relaticle production-ready? Yes. Relaticle has 1,100+ automated tests, 5-layer authorization, 56+ MCP-specific tests, and is used in production. The codebase is continuously tested with PHPStan static analysis and Pest mutation testing. What can the built-in AI chat do? Ask anything about your CRM and the chat works on your data: list and search records, draft follow-ups, summarize a deal, create a task, update or delete a record. @-mention any record (people, companies, deals, tasks, notes) to scope a question. Voice input, persistent searchable history, and dashboard insight cards are included. Can the AI chat delete or change my CRM data without my approval? No. Destructive operations (delete, update existing records) show an approval card with Approve and Reject buttons — nothing happens until you click. Approved destructive actions can be undone for 5 seconds via a toast. Read-only and create operations don't require approval. Does the built-in chat send my data to OpenAI or Anthropic? Inference runs through whichever AI provider your team configures (Anthropic Claude, Google Gemini, or any OpenAI-compatible endpoint). Conversation history is stored only in your Relaticle database — Relaticle never trains on your data. Self-hosted teams supply their own provider keys, so the destination is yours to choose. What AI agents can I connect from outside? Any agent that speaks MCP (Model Context Protocol). Claude, ChatGPT, Gemini, open-source models, or your own custom agents. Relaticle's MCP server provides 30 tools for external AI agents to read, create, update, and delete CRM data — the same toolset the built-in chat uses internally. What is MCP? MCP (Model Context Protocol) is an open standard that lets AI agents interact with tools and data sources. Relaticle's MCP server gives external agents 30 tools to work with your CRM data — listing companies, creating contacts, updating opportunities, and more. How is Relaticle different from HubSpot or Salesforce? Relaticle is self-hosted (you own your data), open-source (AGPL-3.0), ships with both a built-in AI chat and 30 MCP tools for any external agent, and has no per-seat pricing. It's designed for teams who want AI built in and AI integration both — without vendor lock-in. How do I deploy Relaticle? Deploy with Docker Compose, Laravel Forge, or any PHP 8.4+ hosting with PostgreSQL. Self-hosted means your data never leaves your server. A managed hosting option is also available at app.relaticle.com. Can I customize the data model? Yes. Relaticle offers 22 custom field types including text, email, phone, currency, date, select, multiselect, entity relationships, conditional visibility, and per-field encryption. No migrations or code changes needed. Your CRM, Your Rules ---------------------- Self-hosted. Agent-native. Full control over your data and your AI. [ Start for free ](https://ws.relaticle.com/register) [ Get in touch ](https://ws.relaticle.com/contact) [ ](https://ws.relaticle.com) The open-source CRM built for people and AI-powered work. Self-hosted. No per-seat pricing. Yours to own. 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