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The concepts behind an API-first, MCP-native CRM - and how to build with one. Written for the people (and agents) putting Relm to work.

Concept

What is a CRM for LLMs?

Why UI-first CRMs fight AI agents, and what changes when the API and MCP server are the product instead of an afterthought.

How-to

MCP CRM server: connect your CRM to Claude

What the Model Context Protocol is, and how to wire Relm's native MCP server into Claude in one config block.

How-to

How to give your AI agent a CRM

Mint a key, connect over MCP or REST, read the schema, create records, automate, and import your existing leads.

How-to

CRM for n8n

Call Relm from the HTTP Request node, or plug its MCP server into the n8n AI Agent so your workflows manage contacts and deals.

Reference

CRM MCP servers, compared

Every CRM with an MCP server, checked against vendor docs: which are read-write, which are read-only on purpose, and which widely-cited ones do not exist.

Compare Relm

How an agent-first CRM differs from a database with a UI, or a CRM built for a sales team.

Compare

Relm vs Airtable

A database with views for people, or a CRM with a schema and errors an agent can drive. When each one wins.

Compare

Relm vs Attio

A polished CRM for a team with AI assists, or a CRM where the agent is the operator. Different bets, side by side.

Compare

Relm vs Notion

A connected workspace for people, or a CRM an agent discovers and drives. When a light-CRM-in-Notion isn't enough.

Compare

Relm vs Salesforce

Enterprise depth with admins and seats, or a lightweight CRM an AI agent can run without a Salesforce admin.

Compare

Relm vs Google Sheets

A spreadsheet is a great first CRM for a person. When an agent becomes the operator, it needs a schema and relations.

Migrate to Relm

Point your AI agent at an export file and a Relm key, and it runs the whole move - mapping, dedupe and verification - in one pass.

Migration

Migrate from HubSpot

Export, map lifecycle stages to a pipeline and properties to custom fields, and let the agent do the import.

Migration

Migrate from Pipedrive

Pipelines and stages map 1:1, activities carry over, and custom fields land in the schema registry.

Migration

Migrate from Salesforce

Leads and Opportunities become contacts and deals; picklists become validated enums - no integration engineer.

Migration

Migrate from Attio

Export per object, map attributes to Relm objects and custom fields, and drive it natively over MCP.

Migration

Migrate from Airtable or Sheets

Leave the spreadsheet-as-CRM behind: tables become objects, and views become automations and agent queries.

Migration

Migrate from GoHighLevel

Move the CRM brain to Relm, keep GHL for funnels - sub-accounts map to workspaces, opportunities to deals.

Templates, frameworks and playbooks

Pipelines, qualification frameworks, cadences and agent prompts - each ready to apply in one call.

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