Built-in AI assistant
Ask Rela about CRM records in natural language, request summaries, find information, or create and change companies, people, opportunities, tasks, and notes.
Relaticle
Freemium
Relaticleは、共有レコード、パイプラインとタスクの管理、組み込みのAIチャット、39種類のツールを備えたMCPサーバーを統合した、チーム向けのオープンソースCRMです。ホスト型ワークスペースを利用するか、AGPL-3.0のアプリケーションをセルフホストし、MCPとREST API経由で外部AIエージェントに接続できます。
Relaticleとは？
Relaticle is a CRM for managing companies, people, opportunities, tasks, notes, custom fields, and customer activity in shared workspaces. It gives teams a standard web application for pipeline and relationship work, alongside chat-based access to the same records.
The built-in Rela assistant can answer questions, find and summarize records, and propose CRM changes. Relaticle also exposes its data through a REST API and a 39-tool MCP server, allowing external AI clients to work with the CRM. Teams can use the hosted service or self-host the AGPL-3.0 codebase.
Relaticleでできること
Approval-based record changes
In-app creates, updates, and deletions appear as proposals that show the relevant values before saving. Users can approve or reject each proposal, and unanswered proposals expire after one day.
MCP and REST connectivity
The built-in 39-tool MCP server connects the CRM to MCP-compatible clients including Claude, ChatGPT, Gemini, and custom agents. A REST API is available for custom integrations.
CRM records and sales pipeline
Manage company and people profiles, connect related records, add notes, assign tasks, and move opportunities through custom stages on a visual pipeline board.
Custom fields and data portability
Teams can define custom fields and import records through CSV with column mapping and validation review. Companies, people, opportunities, tasks, and notes can be exported as CSV.
Self-hosting
The AGPL-3.0 application can be deployed on a team’s own server using Docker Compose. Self-hosted teams control the infrastructure and can connect an external provider or a local model through Ollama.
利用シーン
“Reviewing pipeline activity”
A sales team can ask Rela for a pipeline rollup or a deal summary instead of opening each record, then use the opportunity board and linked notes to prepare for the next conversation.
“Turning follow-ups into assigned work”
Teams can link tasks to people, companies, or opportunities, set due dates, and use chat to identify overdue work or propose a new follow-up task.
“Updating CRM records from conversation”
A user can ask the assistant to mark a deal as won, change a close date, or add a contact. The proposed field changes can be reviewed individually before they are written.
“Connecting external AI workflows”
Teams already using an MCP-compatible agent can authorize it to query, create, update, delete, or analyze CRM records through Relaticle’s MCP tools. Developers can use the REST API for custom integrations.
“Keeping customer data on owned infrastructure”
Organizations that need to run the CRM on their own server can deploy the open-source codebase with Docker Compose and choose their own hosted or local AI model endpoint.
よくある質問
What can the built-in Rela assistant do?
Rela can search and summarize CRM data, answer questions, and create, update, or delete companies, people, opportunities, tasks, and notes. It can also handle batches of up to 25 proposed records and answer questions using Relaticle’s documentation.
Can Rela change records without approval?
Not in the in-app chat. Every proposed create, update, or delete is shown in an approval card, and nothing is saved until the user approves it. Proposals that are not answered expire after one day.
What is included in the MCP integration?
Relaticle includes a 39-tool MCP server for MCP-compatible clients such as Claude, ChatGPT, Gemini, and custom agents. The tools can read, create, update, delete, and analyze CRM data. Direct MCP calls made by an authorized client apply immediately rather than waiting for in-app approval.
Can Relaticle be self-hosted?
Yes. Relaticle is available under the AGPL-3.0 license and can be deployed with the published Docker Compose file. Self-hosted data remains on the team’s own server, and the assistant can use a supplied provider key or a local model through Ollama.
How is hosted pricing structured?
Cloud Pro is priced per workspace rather than per seat and includes unlimited users and records. The pricing page lists $19 per month when billed yearly or $24 per month when billed monthly, with a 14-day trial and no card required to start. AI usage is metered through credits.
クイック情報
- Category
- Open-source CRM
- Deployment
- Hosted cloud or self-hosted
- License
- AGPL-3.0
- AI access
- Built-in Rela chat plus 39 MCP tools
- Integration
- REST API and Model Context Protocol (MCP)
- Hosted pricing
- Cloud Pro: $19/month billed yearly or $24/month billed monthly per workspace
Relaticle のトラフィック分析
トラフィックデータは参考情報としてご利用ください。
- ドメイン評価
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