CRM data import checklist: CSV mapping and sample files
A CRM data import checklist with sample company and people CSV files, exact mappings, relationship checks, and a second-run update test.
Relaticle Blog9 min read
AI agents
3 stories
CRM permissions for AI agents: an access checklist
Set CRM permissions for AI agents with a filled access worksheet, clear approval boundaries, and tests for denied writes and revoked connections.
Relaticle Blog7 min read
Relaticle vs Twenty: An Honest Comparison
Compare Relaticle and Twenty on self-hosting, AI approvals, MCP, pricing, and extensibility. Both support self-hosted MCP; their product models differ.
Relaticle Blog5 min read
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