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 contacts, 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. Update a deal's stage or amount. Search results come back with links to the record in Relaticle, so you can always check the source.
The connector covers companies, people, opportunities, tasks, and notes across 37 tools, including the custom fields your workspace already uses.
You sign in with OAuth, and the connection is bound to a single workspace. 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.
Requires a Relaticle Cloud account.