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EN ΕΛ

See Your Network.
Understand It.
Act On It.

Stop drowning in spreadsheets and loose notes. ProRelate turns messy intelligence into a living, searchable network you actually use.

AI enabled
Talk to your data in plain language
0
Integrated feature modules
+
Document formats ingested
100%
Self-hosted & private
ProRelate across devices
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The Problem

Your most valuable intelligence is trapped in silos.

Critical relationship knowledge lives scattered across individual executives’ memories, personal contact lists, email threads, spreadsheets, and isolated departmental records. When people move on, the knowledge leaves with them. The result is fragmented visibility, duplicated effort, and missed opportunities. Your organization’s most valuable intelligence is trapped in silos, inaccessible and at risk every time someone walks out the door.

The Solution

Your network becomes visible. Your intelligence becomes actionable.

ProRelate consolidates everything into one place. Structured profiles. Mapped connections. Timestamped research notes. All searchable, filterable, and queryable in natural language through Claude. Upload documents — ProRelate extracts the people and relationships. Paste spreadsheets. Point Claude at a folder. Everything gets staged for your review, then committed to a database that actually remembers context. Your organization should own its relationships, not the individuals who happen to hold them.

The Core

Built to Scale Your Organization’s Intelligence

ProRelate isn’t a contact manager. It’s the operating system for relationship intelligence. The features below work together to consolidate what your organization knows, connect the dots your competitors miss, and turn network visibility into competitive advantage. Self-hosted. Fully controlled. Ready to grow with you.

01 — Profiles

Rich profile management.

Every person and organisation gets a structured profile with custom fields, tags, dispositions and sources.

  • Create, edit, archive profiles with rich metadata
  • Custom fields per profile type
  • Tags, disposition scoring, and free-text notes
  • Bulk operations: tag, disposition, archive
  • Full-text search across all fields including custom fields
  • Alternative names and source tracking
  • Note taking functionality per profile
  • Duplication control
ProRelate profiles page
02 — Network Graph

An interactive map of who connects to whom.

Render your entire network as an interactive graph that makes connection patterns immediately visible.

  • Colour-coded nodes by entity category
  • Filter by type, disposition, and relationship type
  • Full Profile Search
  • Node size scales with connection count
  • Quickview Profile Card
  • Adjustable settings
ProRelate interactive network graph
03 — Notes

Timestamped intelligence, attached to anyone.

Capture research, summaries and source references as notes — link each to one profile or many, then browse every note across your whole network from a single searchable table.

  • Global Notes page — search, sort and filter across all profiles
  • Pinned notes rise to the top; URLs auto-link inside the note
  • Disposition, tags and dates on every entry
  • Search across title, body, tags and profile
ProRelate notes page
04 — AI Document Processing

Turn documents into structured intelligence using Claude.

Point your AI assistant at a folder of files — ProRelate’s MCP server extracts people, organisations and relationships, then lets you query your entire database in natural language.

  • MCP server for Claude Desktop & Claude Code
  • Natural language search and queries across all profiles and notes
  • Supports PDF, DOCX, XLSX, CSV, VCF, PPTX, TXT, HTML, JSON and more
  • AI reads files and stages entities for human review
  • Full staged review: approve, reject, or edit before committing
  • Batch tracking with source file attribution
  • Use Claude to create profiles, add notes, or pull any information from your database on demand
  • Direct import via CSV/XLSX with drag-and-drop, row-level preview, and auto-detection
ProRelate AI-assisted ingest pipeline
05 — Dashboard & Analytics

A living overview of your network.

Track growth, connections and sentiment over time.

  • Profile growth over time (monthly line chart)
  • Disposition distribution breakdown
  • Relationship growth timeline
  • Profile type count badges
  • Admin-only aggregate statistics
ProRelate dashboard and analytics
And everything else

The rest of the toolkit.

Beyond the headline modules, ProRelate ships a complete operational toolkit — built for teams that take their data seriously.

Admin & Configuration

Full control over the platform's data model and user access — no code changes needed.

  • Custom profile categories with colour assignment
  • Custom relationship types (bilingual labels)
  • Custom fields per profile type (text, select, number)
  • User management: create accounts, assign roles
  • Full audit log: every change, by whom, when
  • Bilingual (English / Greek)

Backup & Restore

Your data is always safe and portable.

  • Manual backup on demand
  • Scheduled backups: daily, weekly, or monthly
  • One-click restore from stored or uploaded snapshot
  • Merge or replace data when restoring
  • Optional database clear before restore
  • Backups persist across container restarts

Security & Access Control

Production-grade security from the ground up, self-hosted on your own infrastructure.

  • Three-tier RBAC: Viewer / Editor / Admin
  • JWT access tokens + HTTP-only refresh cookies
  • bcrypt password hashing
  • IP address logging on login
  • Complete audit trail of all data changes
  • No third-party data storage — fully self-hosted
Your server, your data

Intelligence That Stays Yours.

ProRelate runs on your infrastructure. Your data lives where you decide it lives. Every connection mapped, every note captured, every relationship tracked — all within systems you control and understand. Your competitive intelligence stays secure and becomes your strategic advantage.

FastAPI + PostgreSQL React + Cytoscape.js Docker Compose JWT auth
Get started

Ready to see your network work for you?

Book a walkthrough and see how ProRelate turns scattered contacts and documents into a living, queryable intelligence system — on your own infrastructure.

Book a demo →
What You Receive

Everything you need to deploy and operate ProRelate.

Docker Compose Deployment Package

One-command startup with all services pre-configured: database, API, frontend, reverse proxy, and AI ingest server. Live within minutes.

Pre-configured Database Schema

PostgreSQL with Alembic migrations, seed data, and initial admin account. Ready to run on first launch.

AI Ingest Server (MCP)

Model Context Protocol server that connects to Claude Desktop or Claude Code. Upload documents, spreadsheets, or folders. Claude extracts people, organisations, and relationships. You review and commit.

Network Graph Visualization

Interactive map of your entire organisation’s relationships. Color-coded nodes, filterable by type and strength, sized by connection count. Understand patterns at a glance.

Natural Language Query Interface

Ask Claude questions about your network in plain English. Search across profiles, notes, and relationships without learning a query language.

Bilingual Interface — English & Greek

Full UI localisation in both languages, switchable from Settings. All admin-configured labels, custom fields, and relationship types support bilingual entries.

Complete Audit Trail

Every change logged: who modified what, when, and from where. Your relationship intelligence leaves a permanent record.

Backup & Restore System

Manual and scheduled backups (daily/weekly/monthly) with one-click restore. All data retained in portable snapshots you control.

Three-Tier Access Control

Viewer / Editor / Admin roles with JWT authentication, IP logging, and bcrypt password hashing. Fine-grained control over who sees and changes what.

In-App Help & Documentation

Comprehensive bilingual guides covering every feature, workflow, and integration — accessible directly inside the app.