Relaticle

Name: Relaticle
Brand: Relaticle
Rating: 4.1 (23 reviews)

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Human-first CRM with AI chat and self-hosting

CRM AI Assistants AI Agents

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4.1(23 across the web)

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Reviews onCapterra

23 reviews tracked

The Bottom Line

Entry price

Free, no paid tier

Biggest pro

Fully open-source and free to self-host with unlimited users and records

Biggest con

AI credits are metered even on self-hosted instances (300/month default), limiting heavy AI usage

TL;DR - Relaticle

Open-source CRM that can be self-hosted for free with unlimited users and records.
Built-in AI chat and 37 MCP tools allow interaction via UI, chat, or external AI agents.
Customizable data model, pipeline management, and team collaboration with role-based permissions.

Pricing: Free forever

Best for: Individuals & startups

4.1/5 across review platforms

What is Relaticle?

Editorial review

Relaticle is an open-source CRM designed for human-first, AI-powered work. It offers three ways to interact: a traditional UI, a built-in AI chat assistant, and external AI agents via the Model Context Protocol (MCP) with 37 tools. The platform is self-hostable under the AGPL-3.0 license, giving teams full control over their data, and also provides a hosted cloud option for those who prefer managed infrastructure. The CRM includes a customizable data model with 22 field types, entity relationships, conditional visibility, and per-field encryption. It supports company and contact management, sales pipeline tracking with custom stages, task management linked to records, and team collaboration with multi-workspace support and role-based permissions. Import and export via CSV, notes with voice input, and a persistent activity log round out the feature set. The built-in AI assistant can answer questions, perform actions, and integrate with external agents like advanced models.

LCLouis CorneloupUpdated Sep 9, 2026 · how we evaluateSourcerelaticle.com ↗

Pros & Cons

Pros

Fully open-source and free to self-host with unlimited users and records
AI-powered workflows through built-in chat and external agent integration via MCP
Flexible data model allows tailoring the CRM to any sales or relationship management process

Cons

AI credits are metered even on self-hosted instances (300/month default), limiting heavy AI usage
Cloud plan is per-workspace (offers paid tiers) rather than per-seat, but still a cost for teams that prefer managed hosting

Ratings Across the Web

4.1(23 reviews)

Relaticle holds an aggregate rating of 4.1 out of 5 from 23 reviews across Capterra, last checked September 9, 2026.

Capterra23 reviews

4.1/5

Ratings aggregated from independent review platforms. Learn more

Key Features

Built-in AI chat assistant with voice input and persistent searchable history37 MCP tools for connecting external AI agents (Claude, ChatGPT, Gemini, etc.)Customizable data model with 22 field types, entity relationships, conditional visibility, and per-field encryptionCompany and contact management with detailed profiles, interaction history, and linked recordsSales pipeline with custom stages, lifecycle tracking, and win/loss analysisTask management linked to contacts, companies, and deals with AI-assisted drafting and reschedulingMulti-workspace support with role-based permissions and 5-layer authorizationCSV import/export with column mapping, validation, and error handling

Pricing Plans

Pricing checked Sep 10, 2026

Free

$0 / mo

Self-hosted
Open source (AGPL-3.0)
Built-in AI chat
37 MCP tools for external agents
Customizable data model with 22 field types
Pipeline management
Task management
Team collaboration with multi-workspace

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Is Relaticle worth the price?

95/100

Relaticle's pricing is exceptionally generous at $0/mo for the Free tier, offering a full-featured open-source CRM with built-in AI chat and MCP tools.

However, the lack of a paid tier means users must handle hosting, maintenance, and potential API costs for AI features themselves. This is best for tech-savvy teams who want full control and zero licensing fees.

Hidden Costs & Gotchas

AI chat requires external LLM API keys (e.g., $1-10/mo per user)

AGPL-3.0 license may require open-sourcing modifications for commercial use

Reviews

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4.1/5

Across 23 verified user reviews on Capterra

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Still deciding?

Most buyers shortlist 2 or 3 tools before committing. Pull a side-by-side comparison or browse the full alternatives shortlist below.

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Relaticle FAQ

Can I self-host Relaticle for free with unlimited users?

Yes. Self-hosting is fully open source under AGPL-3.0, with unlimited users and records, no credit card required. You deploy via the published Docker Compose file, and your data stays on your own server.

How do AI credits work on self-hosted vs cloud plans?

Self-hosted instances default to 300 AI credits per month. Cloud Pro includes 2,000 credits per month. Credits are consumed per chat message based on model multiplier (1x for Sonnet 5, 1.5x for GPT 5.5, 3x for Opus 5) plus 0.5 credits per tool call. Using the REST API or MCP server directly does not consume credits.

What external AI agents can I connect to Relaticle?

Relaticle provides an MCP server with 37 tools, allowing any MCP-compatible agent to connect. Supported agents include Claude, ChatGPT, Cursor, Gemini, and any custom MCP client. You can also build custom integrations via the REST API.

Can I migrate data from another CRM into Relaticle?

Yes. Relaticle supports CSV imports with column mapping, validation, and error handling. You can also export your data at any time.

How does team collaboration and permissions work?

Relaticle supports multi-workspace environments with role-based permissions and a 5-layer authorization system. Each team member sees only the records and actions they are permitted to access.

Is Relaticle production-ready?

Yes. The codebase has over 2,000 automated tests, 56+ MCP-specific tests, and is continuously tested with PHPStan static analysis and Pest mutation testing. It is used in production environments.

What happens if I exceed the AI credit limit on a cloud plan?

Once the monthly AI credits are used up, the assistant declines new chat requests until the next reset. CRM data and other features remain unaffected. You can purchase prepaid credit top-ups instead of waiting.

Can I customize the data model beyond standard CRM fields?

Yes. Relaticle offers 22 field types including text, select, entity relationships, conditional visibility, and per-field encryption. You can create custom fields for companies, people, deals, tasks, and notes.

Source: relaticle.com

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