Relaticle is a Customer Relationship Management (CRM) system built for the way we work in the AI era. Its core positioning is "open-source, self-hostable, and people-first," enabling AI agents and human teams to collaborate on the same set of customer data.
Key capabilities At the CRM feature level, Relaticle provides Company profiles, which bring company details, related people, and deals together in one place; People profiles, which support linking people to their companies, recording relationship notes, and finding the right contacts through filtering; deal/sales opportunity management, which lets you move deals through a custom-stage board that matches your own sales process, tracking everything from first contact to close; task management, which turns follow-ups into clear to-dos that can be assigned, given due dates, and linked to people, companies, or opportunities; team collaboration, working from shared customer records, with separate workspaces to organize teams and roles to control who can view or modify data; import and export, with CSV import, field mapping, validation error review, and data export when needed; notes and activity logging, linking customer context to the relevant records, adding associated notes, and viewing activity history to see what has changed; it also supports custom fields and related records to capture the key details your business cares about.
AI-related capabilities Relaticle offers three ways to work, but they all share the same customer data: working directly in the app, asking the built-in AI assistant Rela in chat, or connecting your own AI agents. The built-in assistant Rela can answer questions based on CRM data and modify data through conversation; the official documentation states that every proposed change can be reviewed before it is actually executed. As for external agents, you can connect Claude, ChatGPT, or your own agents so they work from the same records as your team.
How to use it Relaticle is an AGPL-3.0 open-source project that can run on your own server, supports self-hosting via Docker, provides a REST API for developers to build with, and can connect AI agents through MCP. The official page shows that its Docker pulls exceed 46,000 and that it ships updates weekly. Teams can deploy it via self-hosting or choose to have it hosted and run by the official provider.
Use cases It is suitable for teams that want control over data sovereignty and need to connect an AI assistant or their own agents to a CRM, for example a sales team managing customers, companies, deals, and follow-up tasks, ordevelopers and organizations that want agents such as Claude and ChatGPT to collaborate directly on customer records.
Limitations and information not yet provided Information on specific pricing plans and prices, cost details for the hosting service, supported operating systems and deployment environment requirements, the range of languages supported by the AI assistant, the specific configuration steps for connecting external agents, and data storage and compliance certifications is not currently provided in the official materials and should be based on the official documentation and actual deployment conditions.
