Exact text from the indicated source. A mention alone does not establish support for your task.
Publisher capabilities · listing
Search companies, people, opportunities, tasks and notes
Summarize a company or a pipeline
Create and update records, including custom fields
Create tasks and notes linked to records
Publisher keywords · listing
crm
sales
pipeline
companies
people
opportunities
tasks
notes
open source
Publisher description
Relaticle is an open-source CRM. This plugin connects ChatGPT to your Relaticle workspace, so you can work with real customer data in the conversation instead of switching tabs.
Ask for a company and get its people, open opportunities, and recent activity. Summarize your pipeline by stage. Find the tasks that are overdue. Create a note and link it to the right records. Move an opportunity to a new stage or change its amount. Every result links back to the record in Relaticle, so you can always check the source.
The connector covers companies, people, opportunities, tasks, and notes, including the custom fields your workspace already uses. The same tools power Rela, the built-in AI assistant inside Relaticle.
You sign in with OAuth using the Relaticle account you already have, and the connection is bound to a single workspace on relaticle.com. You can revoke it at any time from Settings, Access Tokens, AI Connectors. Relaticle does not use your CRM data for advertising or model training.