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
Relaticle
17 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
HubSpot migration checklist: moving to another CRM
This HubSpot migration checklist covers moving to another CRM, including exports, associations, workflow replacements, and a worked cutover check.
Relaticle Blog7 min read
Five CRM workflows to hand to Claude
Five CRM workflows for Claude: pipeline reviews, meeting notes, lead entry, data cleanup, and weekly digests, with explicit read and write boundaries.
Relaticle Blog8 min read
Backups, upgrades, and security for a self-hosted CRM
A practical operating playbook for backing up, upgrading, and securing a self-hosted CRM without treating customer data casually.
Relaticle Blog9 min read
Relaticle vs HubSpot: An Honest Comparison
HubSpot offers a broad customer platform with free AI and official MCP. Relaticle offers self-hosting and flat hosted CRM pricing.
Relaticle Blog6 min read
Custom fields that work everywhere without per-field code
How Relaticle makes custom fields available across forms, APIs, chat, and MCP, with shared normalization, clear empty-value semantics, and explicit limits.
Relaticle Blog8 min read
The Real Cost of Self-Hosting a CRM
Self-hosting a CRM can be cheap, but it is not free. Here is the infrastructure, time, and SaaS comparison math.
Relaticle Blog8 min read
Relaticle vs EspoCRM: An Honest Comparison
Compare Relaticle and EspoCRM on AI, MCP, deployment, extensions, and pricing. Check the core and extension features your team needs.
Relaticle Blog5 min read
Designing an MCP tool suite for a CRM: four lessons
What building Relaticle’s MCP server taught us about schemas, shared custom-field validation, authorization, and client discovery.
Relaticle Blog9 min read
Migrating from HubSpot or Attio to a Self-Hosted CRM
Plan a HubSpot or Attio migration: export records and notes, map relationships, test imports, and identify the history and files needing separate work.
Relaticle Blog10 min read
Let Claude Code Run Your Sales Pipeline
Five real Claude Code sessions against Relaticle's MCP server: pipeline review, data entry, task cleanup, custom fields, and a delete it wouldn't rush.
Relaticle Blog11 min read
What 'Agent-Native CRM' Actually Means
Evaluate an agent-native CRM through its write surface, approval model, self-hosted support, machine-readable documentation, and first-party tooling.
Relaticle Blog9 min read
How to Connect Claude to Your CRM with MCP
Connect Claude to Relaticle through OAuth or a scoped token. Understand custom fields, tool discovery, and the direct-write behavior before editing records.
Relaticle Blog10 min read
Open-Source Attio Alternatives, Ranked by Use Case
Compare Relaticle, Twenty, EspoCRM, and Frappe CRM by workflow, deployment, pricing, and migration requirements before leaving Attio.
Relaticle Blog6 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
Self-Hosting an AI-Native CRM in 2026
Self-host Relaticle with Docker, Coolify, or Dokploy. Understand the additional model and broadcasting setup needed for chat, plus MCP and credit limits.
Relaticle Blog9 min read
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