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Enterprise Layer Intelligence
Categories/CRM/Relaticle
Relaticle

Relaticle

Manage customer contacts, sales pipelines, and tasks while connecting external AI agents

Pricing model

Free Tier, Paid

Time to value

Quick Setup (< 1 hour)

You can use Relaticle to manage customer data, sales pipelines, and team tasks within a unified workspace. It allows you to track deals across visual stages, organize contacts and company profiles, and link notes directly to customer records. Through its built-in assistant, you can search records and draft updates using chat, reviewing every proposed database change before it saves. You can also connect external agents like Claude and ChatGPT via Model Context Protocol, sync emails and calendars, and self-host the entire system using Docker.

What Relaticle does

Track deals through custom visual pipeline stagesConnect AI models via Model Context ProtocolSync Google and Microsoft emails and calendar invitesReview and approve AI-generated contact updatesCreate custom fields with data encryptionImport existing contact lists from CSV filesAssign follow-up tasks linked to specific company dealsBuilt-in AI assistant with review confirmation cards before writing dataModel Context Protocol (MCP) server for external agent connectionsVisual sales deal pipeline board with custom stagesTwo-way email and calendar sync with Google and Microsoft accountsCustom fields with support for field-level encryptionMulti-workspace data isolation with role-based access permissionsSelf-hosted deployment options using Docker Compose

Pricing breakdown

Pricing model: Free tier, Paid

PlanList price
Free (self-hosted) (per workspace)Free
Cloud Pro (per workspace) (annual billing)$19 / mo, billed annually
Cloud Pro (per workspace)$24 / mo

Tutorials & Demos

Frequently asked

ClaudeClaudeChatGPTChatGPTCursorCursorGeminiGeminiGmailGmailOllamaOllamaDockerDocker

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Relaticle, CRM, open source CRM, self-hosted CRM, customer relationship management, sales pipeline, contact management, task management, MCP server, Model Context Protocol, AI agents, Claude, ChatGPT, email sync, calendar sync