Main features
- Companies, people and opportunities with tasks and notes
- Drag-and-drop opportunity board with editable stages
- Custom fields with optional per-field encryption
- Gmail and Microsoft 365 email and calendar sync
- Mass email with merge tags and templates
- AI assistant that asks approval before every change
- MCP server and REST API
- Workspaces with Owner, Admin, Member and Viewer roles
- CSV import with updates to existing records
- Activity log and restore of deleted records
What Relaticle does
Relaticle is a young CRM, created in 2024, built on Laravel and the Filament admin framework. Its records are companies, people and opportunities, linked to one another and carrying tasks and notes. Opportunities can be shown as a list or as a board whose columns follow the deal stages; dragging a card saves the new stage at once. Stages are an ordinary custom field, so they can be renamed, recolored and reordered, and custom fields of other types (text, dates, currency, selects, links between records) can be added without database migrations, with optional encryption for sensitive fields.
When the email integration is switched on, members connect Gmail or Microsoft 365 accounts. Messages and meetings appear on the matching records, with controls over which colleagues can see each mailbox, and you can reply from the CRM or send one message to a selection of people with merge tags. Mass sends respect hourly and daily limits per account, so large mailings can take hours to leave the outbox.
AI access
The project describes itself as a CRM that AI agents can work in. An MCP server lets Claude, ChatGPT and other clients read and change CRM data, and a REST API offers the same operations to scripts. The built-in assistant, called Rela, uses more than 30 CRM tools to search, create and update records, and every change it proposes waits for the user’s approval. On a self-hosted install you choose the models: Anthropic or OpenAI keys, a local Ollama server, or any OpenAI-compatible endpoint such as vLLM. The documentation warns that small local models handle tool calls poorly and recommends testing a model before relying on it.
Self-hosting Relaticle
The self-hosting guide uses Docker Compose with six containers: the web app, a Horizon queue worker, a scheduler, a Reverb websocket server, PostgreSQL 17 and Redis 7. It recommends 4 GB of RAM and two CPU cores, with 2 GB and one core as the minimum, and includes steps for Coolify, Dokploy and Laravel Cloud. A manual install needs current versions: PHP 8.5, PostgreSQL 17, Composer 2 and Node.js 22. Connecting mailboxes requires your own Google OAuth client and, for Outlook, a Microsoft Entra app registration. The main repository ships in English only, though the code is ready for translations.
Self-hosted installs have no subscription and no locked features. The assistant still counts usage credits, with a default monthly allowance per workspace that the operator can raise.
Hosted version
Relaticle Cloud is billed per workspace rather than per user, and every new workspace starts with a 14-day trial that needs no card. There is no free cloud plan: when a subscription lapses, the workspace pauses but its data is kept. An enterprise implementation service is also offered.
Limitations
Relaticle is new, so it has a shorter track record than older CRMs. It has no form builder of its own; web form capture goes through Maxforms, a separate service. The documentation does not describe workflow automation, quotes or marketing tools, which keeps it closer to Pipedrive than to Salesforce or HubSpot. Self-hosting means running several containers, and the AI features depend on a model provider you configure.
Who it suits
Relaticle suits developer-led teams and small businesses that want a modern, fully AGPL CRM with email sync and that plan to work with it through AI assistants or the API. Teams that need automation or quoting today should compare it with Twenty, Frappe CRM and the other options in the CRM guide.
Technical details
Self-hosting needs
- PostgreSQL
- Redis
Built with
- PHP
- Laravel
- Filament
GitHub topics
- ai
- ai-agents
- alpine
- attio-alternative
- company
- contacts
- crm
- filament
- laravel
- livewire
- mcp
- note
- opportunity
- people
Reviewed by the OpenSourcePicks editors from the project's repository and documentation. Something out of date? Tell us.