Salesforce vs Relaticle
Relaticle is a narrower, open-source CRM centered on companies, people, opportunities, tasks, custom fields, and AI-agent access. Choose it when infrastructure control and focused pipeline management matter more than Salesforce’s broader sales, service, marketing, commerce, analytics, data, and low-code platform. Choose Salesforce when those cross-department capabilities or their existing configurations are required;
Decision guide
The practical reasons to choose either option, based on documented capabilities.
Choose Relaticle if
- Developer-led teams that can operate a PHP/PostgreSQL CRM or use Relaticle’s managed hosting
- Small and midsize teams focused on contacts, companies, custom sales stages, tasks, and opportunity tracking
- Organizations requiring self-hosting, source access, or data on their own infrastructure under AGPL-3.0 terms who are comfortable with that license's obligations for their use case; consult counsel if needed rather than,
Stay with Salesforce if
- Customer service, contact-center, omnichannel, self-service, or field-service workflows are required; comparable Relaticle coverage is not documented
- Marketing automation, personalization, advertising, loyalty, or marketing analytics are required; comparable Relaticle coverage is not documented
- Commerce, order-management, payment, CPQ, or broad revenue-lifecycle operations are required; comparable Relaticle coverage is not documented and Salesforce's broader portfolio may be a better fit for those scenarios; if
Deployment and operations
Relaticle is AGPL-3.0 and can be self-hosted with Docker or installed manually. The documented manual requirements are PHP 8.4+, PostgreSQL 17+, Composer 2, Node.js 20+, and optionally Redis for development queues. A managed hosted option runs the same open-source codebase. Self-hosters must pull and deploy updated Docker images themselves and receive community support; hosted maintenance is managed by Relaticle with email support.
Migration considerations
Relaticle supports CSV imports for companies, people, and opportunities, including column mapping, validation, error handling, and updating existing records, plus data export. The supplied material does not document a Salesforce-specific connector or migration of automations, reports, permissions, integrations, or metadata, so these would require separate assessment.
Feature fit
What Relaticle covers
- Company and contact records
- Opportunity pipeline tracking
- Custom fields and sales stages
- Tasks, notes, and activity history
- Role-based team access
- AI-assisted CRM workflows
What’s different or missing
- No documented service operations suite
- No documented marketing automation suite
- No documented unified multi-source customer profiles
- No documented commerce or payments suite
- No documented Tableau-equivalent analytics
- No documented CPQ or revenue lifecycle suite
Project snapshot
- GitHub stars
- 1,516
- Contributors
- 7
- Language
- PHP
- Last commit
- Aug 18, 2026
- Latest release
- Aug 17, 2026
Categories: Workflow Automation, Customer Relationship Management, Business Intelligence, Data Integration, Customer Data Platforms, Marketing Automation, Customer Support
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.
repository description · github.comRelaticle is a self-hosted CRM with a production-grade MCP server.
readme · github.com22 custom field types, REST API, and multi-team isolation.
readme · github.comManage contacts, companies, and opportunities in a modern interface
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.com# Requirements - PHP 8.4+ - PostgreSQL 17+ - Composer 2 and Node.js 20+ - Redis for queues (optional for development)
deployment · github.comUpdates Self-Hosted: You pull and deploy new Docker images yourself Hosted: Managed by Relaticle — no self-hosted maintenance required
deployment · relaticle.comRelaticle is open-source software licensed under the [AGPL-3.0 license](LICENSE).
deployment · github.comMigrate from any CRM with CSV imports. Column mapping, validation, and error handling included. Export anytime — your data is yours.
migration · relaticle.com
