The CRM built for people and AI-powered work

Open-source, self-hosted, and human-first. Built-in AI chat plus 37 MCP tools for external agents.

app.relaticle.com

Overdue tasks this week

MR
What's overdue this week?
Assistant
Searching tasks…
You have 3 overdue tasks, all past due this week.
Tasks
Title Due date Company
Call Sarah Chen Aug 24, 2026 Kovra Systems
Send proposal to Trellis Labs Aug 23, 2026 Trellis Labs
Schedule demo with Kovra Systems Aug 22, 2026 Kovra Systems
Mark the Kovra demo as done.
Assistant
Review the proposal below to update the task.
Add Sarah Chen as a contact at Kovra Systems. She's VP of Engineering.
Assistant
Review the proposal below to add her to Kovra Systems.
Sarah Chen
Job title VP of Engineering
Company Kovra Systems
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Good morning, Marcus.

Recent chat · This week's pipeline review
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Tasks 3

View all
  • Call Sarah Chen Aug 24, 2026
  • Send proposal to Trellis Labs Aug 23, 2026
  • Renewal prep for Daniel Okafor Sep 2, 2026

Works with the agents your team already uses

Claude
ChatGPT
Cursor
Gemini
+ any MCP client

24,000+ Docker pulls /self-hosted, AGPL-3.0, shipping weekly

Features

One CRM. Three ways to work: UI, chat, and agents.

Manage records by hand, ask Relaticle in the app, or connect any external agent 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 37 tools, or build custom integrations with the REST API. Full CRUD, custom fields, activity history, and pipeline analysis are built in.

Claude
ChatGPT
Gemini
Custom
MCP Server · Connected
37 tools REST API v1 Schema auto
Contacts Companies Deals Tasks Notes
Agents
Claude
ChatGPT
Gemini
Custom
MCP Server
Connected
Tools 37
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.

Meet Rela

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
No credit card·2,000+ tests·AGPL-3.0

Frequently Asked Questions

Everything you need to know about Relaticle, from deployment to AI agent integration.

Yes. Relaticle has 2,000+ 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.
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.
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.
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.
Any agent that speaks MCP (Model Context Protocol). Claude, ChatGPT, Gemini, open-source models, or your own custom agents. Relaticle's MCP server provides 37 tools for external AI agents to read, create, update, delete, and analyze CRM data.
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 37 tools to list companies, create contacts, update opportunities, analyze pipelines, and more.
Relaticle is self-hosted (you own your data), open-source (AGPL-3.0), ships with both a built-in AI chat and 37 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 without vendor lock-in.
Deploy with Docker Compose, Laravel Forge, or any PHP 8.5+ hosting with PostgreSQL. Self-hosted means your data never leaves your server. A managed hosting option is also available at app.relaticle.com.
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.