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Guides for setting up your workspace, importing records, and using Relaticle day to day.
Getting started
Get setup steps for your Relaticle workspace and its five record types: companies, people, opportunities, tasks and notes.
- Create your first company Follow the steps to create a company record in Relaticle, fill in its fields and add people, tasks or notes.
- Add your first person Follow the steps to add a person in Relaticle, enter contact details and link the person to a company.
- Track a deal through the pipeline Move an opportunity through your sales stages, from Prospecting to Closed Won or Lost.
- Import your existing data Get Relaticle CSV import steps for mapping columns and reviewing records, with file limits of 10,000 rows and 10 MB.
- Use custom fields Add, edit, or reuse the fields that capture the data your team tracks.
- Invite your team Add teammates to your workspace as an Administrator, Editor, or Viewer.
- Find anything with search and filters Find instructions for searching Relaticle records and filtering lists of companies, people, opportunities, tasks and notes.
Importing data
Move your existing data into Relaticle from CSV files, and fix anything the import wizard flags.
- Prepare your CSV file File requirements, column naming, and formatting rules that make an import succeed on the first try.
- What each record type needs Columns, relationships, and example CSVs for companies, people, opportunities, tasks, and notes.
- Update existing records with an import Match rows by ID, email, phone, or domain to update records in place instead of creating duplicates.
- Fix import errors What to do when an upload, mapping, or validation step fails, and how ambiguous dates are handled.
AI assistant
Ask Rela questions about your CRM, and let it create and update records with your approval.
- Ask the assistant about your data Chat with your CRM in plain language. Search records, summarise your pipeline, and pull quick answers.
- Approve what the assistant changes Every create, update, or delete the AI proposes waits for your review. Nothing is saved until you approve it.
- Choose an AI model Pick the model behind the assistant per conversation, or leave it on Auto and let Relaticle decide.
- AI credits and rate limits How assistant messages spend credits, what each plan includes monthly, and what happens at zero.
- Connect Claude or ChatGPT to Relaticle Set up an AI connector to Relaticle with OAuth. This guide explains access and why MCP clients write directly to records.
Custom fields
Shape every record type around your process with your own fields, options, and visibility rules.
- Field types you can add Every field type available for your records, from plain text to currency, rich editors, and record links.
- Add, edit, and archive fields Create fields on the Custom Fields page, reorder them, retire them safely, and understand system fields.
- Control where a field appears A field's settings decide its place in lists and record pages, and whether it can be searched or filtered.
- Edit the options in a select field Rename, reorder, add, or colour the choices in any select, including pipeline stages and task statuses.
Records
Everything about company, people, and opportunity records, from pages and links between them to exports and recovery.
- Company records What lives on a company, from owner and domains to the auto-fetched logo and the tabs for people, tasks, and notes.
- People records Contacts with unique emails, phone, job title, and a company link, created standalone or from the account.
- Opportunity records Deals with an amount, close date, and stage, linked to a company and contact, in a list or on the board.
- Restore a deleted record Deleting is reversible. Filter any list to deleted records and restore them; only force delete is final.
- Export your data Download any record type as CSV or Excel. Full lists or selected rows, custom fields included.
- See who changed a record The Activity log tab on a record shows every field change and who made it, and workspace admins get the same history across every record type.
Tasks & notes
Track the work and the context around your records with assignable tasks on a board, and notes that attach anywhere.
- Work with tasks Create tasks with status, priority, due dates, and assignees, then keep on top of them with filters and digests.
- Use the task board A kanban view of your tasks. One column per status, drag to update, with priority and due-date badges.
- Take notes on your records Capture meeting notes and context in rich text, attached to the companies and people they're about.
Workspace & billing
Members and roles, workspace settings, your own profile, and how Relaticle Cloud billing works.
- Manage members and roles What Administrators, Editors, and Viewers can each do, plus invitations, join links, and removing members.
- Rename, create, or delete a workspace Change a workspace's name and URL slug, run several workspaces side by side, or wind one down safely.
- Billing and plans Relaticle Cloud is priced per workspace, never per seat. Trials, subscriptions, credits, and pausing explained.
- Manage your profile Your photo, name, email, timezone, password, passkeys, signed-in browsers, and what happens if you delete your account.
Developer guides
Find Relaticle guides for Docker Compose deployment, REST API access and MCP setup, plus development setup for PHP 8.5 and Laravel 13.
- Self-Hosting Guide Get Docker Compose, Coolify and Dokploy deployment steps for Relaticle, with PostgreSQL, Redis and Ollama setup.
- MCP Server Read the reference for Relaticle's 37 MCP tools, with OAuth and personal access token setup, custom field access and direct writes.
- Contributing Guide Get Relaticle development setup steps and a guide to its PHP 8.5, Laravel 13 and Filament 5 codebase.
- API Reference REST API documentation for managing CRM entities.
Still stuck?
Message the team directly, ask other Relaticle users in Discord, or open an issue on GitHub.
