Sales CRM & Pipeline Management
4.5/5.0
VerifiedFreeLast technical review:
Markdown for AI (.md)

Relaticle

Open-source AI CRM for Claude and ChatGPT

Pricing

$0/mo

Free
Score

4.5/5

Last technical review
2026-11-02
Available plansVisit website (opens in a new tab)

Technical Overview

Relaticle is an open-source, self-hosted CRM built for targeted selling without large sales teams. It enables managing pipeline data directly from Claude, ChatGPT, or the built-in assistant Rela, requiring explicit approval before writing data and providing an MCP server for external AI agents.

Analyst Evaluation: Pros and Limitations

Verified Advantages

  • Free self-hosted open-source model without licensing fees.
  • Native MCP server for connecting external AI agents.
  • Mandatory user approval flow before modifying CRM records.

Technical Considerations

  • Lacks email synchronization and native marketing automation.
  • Requires self-management of hosting infrastructure.

Technical Capabilities & Features

4/7
Included:REST & GraphQL API
Not available:SSO / SAML Authentication
Included:Self-Hosted Option
Included:Full Data Export
Included:Role-Based Access Control (RBAC)
Not available:Custom Domains & SSL
Not available:Immutable Audit Logs
Scorecard
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Technical Scorecard: Relaticle

88/100
DX & Tech Documentation
Excellent
90/100
Pricing Fairness
Excellent
100/100
Security & Governance
Excellent
80/100
Data Portability & Sovereignty
Excellent
90/100
Performance & Reliability
Excellent
80/100

Time to Value & Fit by Segment: Relaticle

Estimated Time-to-Value< 1 hour (Immediate)

Near-instantaneous deployment with minimal technical friction.

Learning CurveLow (Intuitive)

Rapid onboarding for developers without prior training required.

Fit Index by Organization Size

Startup & Agile Teams1 to 50 members
90%
Mid-Market & Scaleup50 to 500 members
50%
Corporate Enterprise500+ members
20%
Pricing & TCO
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Pricing

$0.00/mo

Model: FREE.

Available plans:

  • Self-hosted Open Source$0/mo

Free Tier Verification:

  • No credit card required
  • Commercial use allowed
  • Unlimited usage with no expiration
  • No mandatory watermarks
Get Relaticle (opens in a new tab)

Billing Risks & Hidden Clauses: Relaticle

Free Tier Limits:

Total free self-hosted usage with open-source availability.

Total Cost of Ownership (TCO) Projection: Relaticle$0.00/mo
Deterministic cost estimation at 12 and 36 months based on team size, including SSO tax premiums and annual prepay discounts.
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Licensing Cost (1 to 100+ seats)
$0/forever
Unlimited team members with zero penalties
SSO Tax (SAML Enterprise)
$0no surcharge
No artificial security barriers
3-Year Investment (Software TCO)
$0total
operates under a zero-cost or open-source model. Licensing TCO is identical:
Usage Surcharges & Bill Shock Simulator: RelaticleWhat usage costs as you scale
Detect overage penalties before they impact engineering budget.
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Prototype / MVP (10 GB)

Included base quota in plan: 10 GB.
Low Risk / Predictable Bill
Base Monthly Rate
$0/mo
Fixed subscription or contracted tier
Overage Penalty
$0/month extra
Usage covered within plan quota
Estimated Monthly Invoice
$0/mo
Total monthly cost before taxes
Technical Mitigation Recommendation:

Suitable for development; verify concurrent connection limits.

Base Production (50 GB)

Included base quota in plan: 50 GB.
Low Risk / Predictable Bill
Base Monthly Rate
$0/mo
Fixed subscription or contracted tier
Overage Penalty
$0/month extra
Usage covered within plan quota
Estimated Monthly Invoice
$0/mo
Total monthly cost before taxes
Technical Mitigation Recommendation:

Implement table compression policies and temporal partitioning.

Active Growth (250 GB)

Included base quota in plan: 250 GB.
Low Risk / Predictable Bill
Base Monthly Rate
$0/mo
Fixed subscription or contracted tier
Overage Penalty
$0/month extra
Usage covered within plan quota
Estimated Monthly Invoice
$0/mo
Total monthly cost before taxes
Technical Mitigation Recommendation:

Offload cold backups to standard object storage (S3).

Large Scale (1.000 GB (1 TB))

Included base quota in plan: 1,000 GB.
Low Risk / Predictable Bill
Base Monthly Rate
$0/mo
Fixed subscription or contracted tier
Overage Penalty
$0/month extra
Usage covered within plan quota
Estimated Monthly Invoice
$0/mo
Total monthly cost before taxes
Technical Mitigation Recommendation:

Migrate to dedicated instance or self-hosted cluster to curtail I/O fees.

Security & Data Exit
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Compliance & Security Standards: Relaticle

SOC 2 Type IINot reported
ISO 27001Not reported
GDPR / RGPDNot reported
HIPAANot reported
PCI-DSSNot reported
Jurisdiction & Legal Sovereignty
🇺🇸United States [US]Immune to US CLOUD Act (EU Sovereign)DPA On Request
SSO Availability (SAML Enterprise)
No SSO Documented
Data Residency
SELF_HOSTED
AI Privacy Policy
Zero customer data retention
Data Liberation & Migration Runbook: RelaticleJSON · CSV · SQL
Actionable escape runbook and credential export guarantees to mitigate vendor lock-in.
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Supported Structured Export Formats
JSONCSVSQL
Password Hash Portability
Exportable Hashes (Bcrypt / Argon2): Zero Forced Retention

Allows extracting password hashes in standard formats to migrate without forcing user resets.

CLI Command / Rescue Endpoint
docker exec -t relaticle pg_dump -U postgres > backup.sql
Exit Protocol & Migration Notes

Direct database-level export without proprietary password encryption.

Deployment & Infrastructure Requirements: RelaticleOther
Hardware specs and Docker directives to run on local servers, dedicated VPS, or Kubernetes without telemetry leak to the cloud.
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Minimum Memory1 GB RAM (Recommended)
Compute CPU1 vCPU
Runtime / LanguagePHP
Code LicenseOther
Docker CLI Directive
docker run -d --name relaticle -p 8080:8080 relaticle:latest
Companion Services & Dependencies:
PostgreSQL 15+Redis 7+
Community & Repository
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Technical Reputation of Relaticle

85/100 Technical Trust

Frequent Praises in Production

  • Free self-hosted open-source model without licensing fees.
  • Native MCP server for connecting external AI agents.
  • Mandatory user approval flow before modifying CRM records.

Reported Production Frictions

  • Lacks email synchronization and native marketing automation.
  • Requires self-management of hosting infrastructure.
Commercial Treatment & Vendor Lock-in:1-Click Cancellation

Immediate cancellation from account settings without phone calls or forced retention.

Open source repository activity: Relaticle1,800
Stars, forks and release cadence
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Stars1.8k
Forks229
Open Issues27
SPDX LicenseOther
Latest Commit DetectedNov 1, 2026

Frequently Asked Technical Questions (Relaticle)

How can Relaticle be deployed?

Relaticle is designed to be self-hosted for free, allowing teams to run the application on their own infrastructure and servers.

Which AI interfaces are supported?

The platform allows working directly from Claude and ChatGPT, or using Rela, the built-in AI assistant included in the application.

How does the system handle data updates by AI?

The application requires explicit user approval before performing any write operation or modification to records within the CRM.

Direct Alternatives

All tools in Relaticle
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