TatvaCRM

TatvaCRM is a web CRM for growing businesses that need shared contact records, sales pipelines and team activity, with particular relevance for Indian businesses and lending or insurance teams. Its local fields and sector-specific workflows give it a clearer purpose than a generic pipeline tool, while planned reporting and automation leave important follow-up work manual.

Overview

Contact and company records, lead management, a visual pipeline, tasks, activities, dashboards and team permissions give sales teams a common place to track prospects and deals. Rupees by default, +91 phone fields, GST fields and WhatsApp-ready contact cards suit teams working with Indian customer records without adapting a generic CRM.

The lending and insurance builds cover loan files, sanction limits, disbursals, commission splits and renewals. That makes TatvaCRM especially relevant to NBFCs, DSA networks and insurance brokers. CSV import and export are included across all four plans, and one-click export gives teams a straightforward way to take their data with them.

Key features

Lead capture and a visual pipeline support opportunity tracking, while tasks and activities give teams a place to record sales work. Dashboards provide a shared view of activity, and team permissions help manage access. Email sending and logging are available on paid plans; API access appears on Professional and Enterprise.

There are meaningful gaps for teams that expect routine follow-up to run automatically. Workflow automation, custom report building, email tracking and task reminders are planned features. Lead capture and follow-up and retention automation are identified as capabilities, but teams should not assume that planned workflow automation or task reminders are part of the current toolkit.

TatvaCRM says it uses schema-per-tenant isolation, TLS 1.3 in transit, AES-256 encryption at rest and daily backups retained for 30 days. Workspaces run by default in AWS's Mumbai ap-south-1 region. The maker describes its data protection posture as aligned with India's DPDP Act 2023 and GDPR-equivalent standards; SOC 2 remains on its roadmap.

Pricing

The free plan costs nothing, billed forever, and allows 3 users, 1,000 records, 1 pipeline and 100 MB of storage. It gives a small team room to organize a limited set of customer records, but the record and storage caps make it a trial-sized home for a growing database.

Starter costs $12 a month, billed annually at $144/user/yr, with no minimum seats. It raises the allowance to 50,000 records, 3 pipelines and 1 GB of storage. This is the practical step up for a small team that needs more room but can work within a few pipelines and modest storage.

Professional costs $24 a month, billed annually at $288/user/yr, also with no minimum seats. Its 500,000 records, 10 pipelines and 10 GB of storage suit teams with a larger sales operation; it also includes API access. The higher per-user price makes sense when those limits or the API matter, rather than simply for a larger team.

Enterprise uses custom pricing with volume billing and an SLA. It includes 5,000,000 records, unlimited pipelines, 100 GB of storage and dedicated onboarding, with API access and a guaranteed four-hour support response. It is the fit for organizations needing those capacities and service terms. All plans include email support; guaranteed response times are 48 hours on Starter and 24 hours on Professional. A 30-day trial is also offered.

Platforms

TatvaCRM is available on the web. Its default Mumbai AWS region may suit teams that prefer workspace data hosted in India, while the published platform list gives no mobile app option.

Who it's for

The maker positions TatvaCRM for teams of 3 to 50 across services, advisory and consulting, agencies, distribution, manufacturing, education and healthcare, as well as NBFCs, DSA networks and insurance brokers. It is a stronger fit for teams whose customer records or workflows benefit from Indian fields or lending and insurance case details. Teams that rely on automated reminders, email tracking or custom reports should look elsewhere or wait for those capabilities.

Pros and cons

• Pros: Indian defaults such as rupees, +91 numbers and GST fields reduce adaptation for teams handling local customer records.
• Pros: Lending and insurance builds include operational details such as sanction limits, disbursals and commission splits.
• Pros: Every plan supports CSV import and export, and one-click export makes data portability practical.
• Cons: The free plan's 1,000-record, single-pipeline and 100 MB caps limit its usefulness as a permanent system for a growing team.
• Cons: Workflow automation, custom reports, email tracking and task reminders are planned, leaving teams without those tools today.
• Cons: Starter and Professional are priced per user on annual billing, so costs rise with each seat even though neither has a minimum.

Alternatives

For a gym or fitness business, compare fitness CRM software. BuddyPT Fitness CRM is a closer choice for fitness operators who want Android, iOS and web access, with a free tier for 10 clients and paid tiers priced by client capacity.

Mako is worth considering when attendance review, retention signals and internal follow-up tasks are the priority; its free Mako Pulse product is separate from its paid CRM. UrbanGym is another gym-focused option, with a free plan capped at one location, 50 members, two staff accounts and 100 SMS a month.

MapleConnect may suit teams seeking a flat monthly CRM price: its Essential plan is $199 a month and includes automation, while its free plan covers core CRM. GymSales, Mywellness CRM, ACR and Keepme are other options to compare for fitness businesses.

Verdict

TatvaCRM is a sound shortlist choice for a small or midsize team that wants Indian customer fields, shared sales tracking and, in lending or insurance, workflows shaped around its cases. Its free tier and per-user annual plans offer a clear way to size capacity, and every plan supports export. Choose another CRM if automated reminders, custom reporting or email tracking are essential today, or if the free plan's record and storage ceilings are too low.