Relaticle

An AI assistant that is only allowed to suggest changes sits at the centre of Relaticle, an open-source customer relationship manager that a team can host on its own server. The assistant, called Rela, cannot write to the database by itself. Whenever it wants to create or update a record, it shows a proposal card, and a person approves or skips each one. When a request touches many records at once, the proposals collapse into a single card and a single approval.

Proposal cards instead of silent edits

Relaticle's own pitch is a CRM built for people and AI-assisted work, and the approval step is how it squares the two. A user can ask Rela about overdue tasks, a contact or a deal, and can ask it to add a person to a company or mark a task as done. The answer comes back as something to review, and nothing is committed until the user confirms it. Deletions get the same treatment.

One approval model for outside agents

Relaticle also runs a Model Context Protocol server, which lets agents from other vendors read and act on CRM data. Relaticle cites 39 tools there. The same sign-off applies, so an external agent cannot bypass the review that Rela itself faces. A REST API is available too, for teams that want to build their own integrations.

The CRM underneath

The product covers the usual ground for sales teams: company and people profiles kept together, a visual pipeline with custom stages, tasks with due dates linked to people, companies or deals, linked notes and an activity history. Custom fields come in 22 types and can be shown only when relevant. Data can be brought in through CSV import, with column mapping and validation errors to review, and exported again. Separate teams work in isolated workspaces, with roles that control who can view or change data.

Licence and hosting

Relaticle is released under the AGPL-3.0 licence and can be run with Docker on a team's own infrastructure. Local AI inference is possible through Ollama, so prompts need not leave the building. A hosted version is also offered, priced by workspace rather than by seat. The project says it ships weekly and carries a large automated test suite.