Copper CRM vs Relaticle
Relaticle covers the basic CRM model—companies, people, opportunities, pipelines, tasks, notes, custom fields, and permissions—while adding source access, self-hosting, REST/MCP integration, and AI-assisted operations. Choose Relaticle if infrastructure control and extensibility outweigh the work of operating it. Choose Copper CRM if native Gmail and Google Calendar workflows, project delivery, automated outreach, or
Decision guide
The practical reasons to choose either option, based on documented capabilities.
Choose Relaticle if
- Developer-led teams requiring a self-hosted CRM with source access
- Organizations needing custom CRM fields, relationship fields, conditional visibility, or field-level encryption
- Teams building integrations through a REST API or connecting AI agents through MCP using shared CRM permissions and data
Stay with Copper CRM if
- Users depend on creating and advancing opportunities within Gmail or Google Calendar; equivalent native Google Workspace workflows are not documented for Relaticle
- Service teams need closed deals duplicated into delivery projects; comparable project-conversion coverage is not documented
- Teams require documented lead capture from forms, business-card scans, or LinkedIn plus automated welcome emails and re-engagement campaigns; these workflows are not documented for Relaticle
Deployment and operations
Relaticle is AGPL-3.0 open-source software available for self-hosting or as a managed cloud service. Docker deployment requires Docker 20.10+ and Docker Compose v2; the documented stack includes the application, queue worker, scheduler, PostgreSQL, and Redis. A manual installation is also documented and requires PHP 8.5+, PostgreSQL 17+, Composer 2, and Node.js 20+. Self-hosters must pull updates and back up PostgreSQL themselves, while the cloud service handles updates and backups. Kubernetes
Migration considerations
Relaticle supports CSV imports for companies, people, and opportunities, with column mapping, validation, and error handling, plus data export. No direct Copper importer or preservation of Copper-specific Gmail, Calendar, automation, project, or activity data is documented, so migration would require validating Copper exports and field mapping before cutover.
Feature fit
What Relaticle covers
- Company and contact records
- Sales opportunity pipelines
- Custom fields and stages
- Assignable CRM tasks
- Notes and activity history
- Role-based team access
What’s different or missing
- No documented native Gmail or Google Calendar workflow
- No documented closed-deal-to-project conversion
- No documented website, card-scan, or LinkedIn lead capture
- No documented automated re-engagement or review requests
- No documented custom sales-reporting coverage
- No documented mobile CRM apps
- No documented PandaDoc, DocuSign, or QuickBooks connectors
Project snapshot
- GitHub stars
- 1,518
- Contributors
- 7
- Language
- PHP
- Last commit
- Aug 20, 2026
- Latest release
- Aug 20, 2026
Categories: Workflow Automation, Customer Relationship Management, Business Intelligence, Data Integration, No-Code Platforms, Customer Data Platforms, Marketing Automation, Customer Support, Sales Intelligence
Sources and editorial review11 linked sources
Public documentation supports this comparison. Automation assists collection and classification; editorial standards and corrections remain the responsibility of Kris.
Open-source CRM with native AI agent support. 32 MCP tools, REST API, self-hosted. Built with Laravel & Filament
repository description · github.comRelaticle is a self-hosted CRM with a production-grade MCP server.
readme · github.com22 custom field types including entity relationships, conditional visibility, and per-field encryption.
readme · github.comMulti-Team Isolation - 5-layer authorization with team-scoped data and workspaces
readme · github.comSelf-Hosting Guide for Docker and manual deployment instructions.
readme · github.comTrack companies with detailed profiles, linked contacts, and opportunity history. See the full picture at a glance. Rich contact profiles with interaction history, notes, and linked companies. Find anyone with advanced search and filters. Manage your pipeline with custom stages, lifecycle tracking
verdict · relaticle.comCreate, assign, and track tasks linked to contacts, companies, and deals.
shared feature · relaticle.com22 custom field types, REST API, and multi-team isolation.
best for · github.comRequires Docker 20.10+ and Docker Compose v2. Environment variables, reverse proxy configs, and a manual (non-Docker) install are covered in the guide below.
deployment · relaticle.comSelf-Hosted: You pull new images and back up PostgreSQL yourself (the guide has the pg_dump commands) Cloud: Handled by Relaticle, no maintenance window to schedule
deployment · relaticle.comMigrate from any CRM with CSV imports. Column mapping, validation, and error handling included. Export anytime — your data is yours.
migration · relaticle.com
