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TatvaCRM
Pune, Maharashtra, India
What it is
TatvaCRM is a web-based customer relationship manager for growing businesses and sales teams. It combines contact and company records, lead management, a visual sales pipeline, tasks, activities, dashboards, and team permissions. Lead capture, follow-up automation, and retention automation are listed. India-focused fields include rupees as the default currency, +91 phone fields, GST fields, and WhatsApp-ready contact cards. Lending and insurance workflows cover loan files, sanction limits, disbursals, commission splits, and renewals. Paid plans provide email sending and logging, while API access is listed for Professional and Enterprise. CSV import and export appear across all plans, with one-click data export described by the maker. The free plan lasts forever for three users, 1,000 records, one pipeline, and 100 MB storage. Starter is $12 a month per user billed annually; Professional is $24 a month per user billed annually. A 30-day trial is available.
For and against
For
- Free plan supports three users
- Visual sales pipeline included
- India-focused GST and WhatsApp fields
- CSV import and export on all plans
- 30-day trial available
Against
- Free plan limited to 1,000 records
- Free plan includes one pipeline
- Starter and Professional bill annually
- Workflow automation is listed as planned
The verdict
TatvaCRM focuses on core contact, pipeline, task, and dashboard work with India-specific data fields and financial-services workflows. Its free limits and annually billed per-user plans define the main trade-offs.
Who it suits
TatvaCRM suits teams of 3 to 50, including services, consulting, agencies, distributors, financial services, insurance, manufacturing, education, and healthcare. Its India-oriented fields also suit organizations using rupees, GST, and +91 contacts.
Plans and prices
Free
3 users · 1,000 records · 1 pipeline · 100 MB storage
Read 14 Oct 2026 · tatvacrm.com
Starter
50,000 records · 3 pipelines · 1 GB storage · 200 emails/day
Read 14 Oct 2026 · tatvacrm.com
Professional
500,000 records · 10 pipelines · 10 GB storage · RBAC
Read 14 Oct 2026 · tatvacrm.com
Enterprise
5,000,000 records · unlimited pipelines · unlimited custom fields · 100 GB storage
Read 14 Oct 2026 · tatvacrm.com
On the record
- API
- A REST API is listed for Professional and Enterprise plans, with no public SDK identified on the documentation pages reviewed.tatvacrm.com · read 14 Oct 2026
- Audience
- The maker positions TatvaCRM for teams of 3 to 50 and names services firms, advisory and consulting, agencies, distributors, NBFCs, DSA networks, insurance brokers, manufacturing, education, and healthcare among its audiences.tatvacrm.com · read 7 Oct 2026
- Availability
- The stated uptime target is 99.9%, increasing to 99.95% for Business, with a public status page referenced.tatvacrm.com · read 14 Oct 2026
- Backups
- The maker states that backups run daily with 30-day retention and a seven-day point-in-time recovery window.tatvacrm.com · read 14 Oct 2026
- BFSI workflows
- Its lending and insurance builds include loan files, sanction limits, disbursals, commission splits, and renewals.tatvacrm.com · read 7 Oct 2026
- Company facts on Crunchbase
- Crunchbase identifies the legal name as Tatva Fintech Private Limited, founder Anil Agarwal, private status, Pune headquarters and a 1–10 employee range.crunchbase.com · read 14 Oct 2026
- Company size on LinkedIn
- LinkedIn lists TatvaCRM in software development with 11–50 employees, Pune headquarters and a 2025 founding year.in.linkedin.com · read 14 Oct 2026
- Compliance
- The maker describes its posture as aligned with India's DPDP Act 2023 and GDPR-equivalent data protection standards; SOC 2 is on its roadmap.tatvacrm.com · read 7 Oct 2026
- Compliance posture
- TatvaCRM states alignment with India’s DPDP Act 2023 and GDPR-equivalent standards, while SOC 2 is described as being on the roadmap.tatvacrm.com · read 14 Oct 2026
- Contact management
- The product links contacts, companies, deals and interaction history in shared records.tatvacrm.com · read 14 Oct 2026
- Core features
- The product includes contact and company management, a visual sales pipeline, lead management, tasks and activities, dashboards, and team permissions.tatvacrm.com · read 7 Oct 2026
- Dashboards and reports
- Dashboards show pipeline value, revenue trends, activity volume, KPIs and team leaderboards.tatvacrm.com · read 14 Oct 2026
- Data location
- Customer workspaces run on AWS infrastructure in the ap-south-1 Mumbai region by default.tatvacrm.com · read 14 Oct 2026
- Directory pricing
- Capterra lists a starting price of ₹449 per user per month and a free version.capterra.com · read 14 Oct 2026
- Directory support and devices
- GetApp lists web, Android and iPhone/iPad support plus email/help-desk, chat and phone support.getapp.com · read 14 Oct 2026
- Documentation
- The public documentation includes module guides; a Companies overview updated 31 May 2026 describes fields, relationships, GSTIN handling and multi-location addresses.tatvacrm.com · read 14 Oct 2026
- Email integration for sending and logging is available on paid plans, and the feature comparison lists API access on Professional and Enterprise.tatvacrm.com · read 7 Oct 2026
- Exports
- CSV import and export are listed across all four plans, and the maker says customers can export their data in one click.tatvacrm.com · read 7 Oct 2026
