Overview

About TatvaCRM

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.

At a glance

Software information

Industries served, licensing and the support TatvaCRM provides.

Industries

Banking
Financial-services

Licensing

Proprietary
Monthly Payment
Annual Subscription
Free version

Support

Email
Live Chat
Phone
24x7 Support

Languages (1)

English

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Capabilities

TatvaCRM features

The full feature set, grouped by module.

CRM

Forecasting & Analytics
Custom Dashboard
Lead Management
Pipeline Management
Reporting

Plans

TatvaCRM pricing

Free Version

Yes

Payment Frequency

Monthly Payment, Annual Subscription

Preferred Currency

INR (₹)

Vendor pricing page

Starter plan₹449 / month

200 emails perday
10000 records
3 pipelines

Professional₹999 / month

1000 emails per day
50000 records
10 pipelines

Media

Screenshots & video