Crm software

TatvaCRM is a multi-tenant SaaS CRM built in India for BFSI workflows and SMBs. Track loan files across multiple lenders, manage DSA agent networks with commission splits, automate insurance renewals, and run standard sales pipelines — all on one platform.
Schema-per-tenant PostgreSQL isolation. DPDP-compliant by design. Free forever tier (no credit card). Pro at ₹449/user/month billed annually. Built by Tatva Fintech Private Limited (Pune) — the team behind Finnova Advisory Services and TatvaMoney.

Industries

Banking
Financial-services

Licensing & Deployment

Proprietary
Cloud Hosted
Web-based

Support

Email
Chat
Phone
24x7 Support

Media

TatvaCRM Core Features

Focus of CRM Feature

Forecasting & Analytics
Custom Dashboard
Lead Management
Pipeline Management
Reporting

TatvaCRM Pricing

Pricing Type

Per User

Preferred Currency

INR (₹)

Free Version

Payment Frequency

Monthly Payment
Annual Subscription

Vendor pricing page

Plans & Packages

Starter plan

$449 Per Month

For teams leaving spreadsheets. Per-user pricing, no minimum. 10,000 records, 3 pipelines.

Features

200 emails perday
10000 records
3 pipelines

Professional

$999 Per Month

For scaling sales teams. 50,000 records, 10 pipelines, RBAC, teams, full DSA toolkit.

Features

This plan includes all the features from Starter plan plan
1000 emails per day
50000 records
10 pipelines

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