Learn
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.
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-toMCP 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-toHow 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-toCRM 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.
ReferenceCRM 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.
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.
CompareRelm 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.
CompareRelm vs Notion
A connected workspace for people, or a CRM an agent discovers and drives. When a light-CRM-in-Notion isn't enough.
CompareRelm vs Salesforce
Enterprise depth with admins and seats, or a lightweight CRM an AI agent can run without a Salesforce admin.
CompareRelm 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.
Migrate from HubSpot
Export, map lifecycle stages to a pipeline and properties to custom fields, and let the agent do the import.
MigrationMigrate from Pipedrive
Pipelines and stages map 1:1, activities carry over, and custom fields land in the schema registry.
MigrationMigrate from Salesforce
Leads and Opportunities become contacts and deals; picklists become validated enums - no integration engineer.
MigrationMigrate from Attio
Export per object, map attributes to Relm objects and custom fields, and drive it natively over MCP.
MigrationMigrate from Airtable or Sheets
Leave the spreadsheet-as-CRM behind: tables become objects, and views become automations and agent queries.
MigrationMigrate 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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