TatvaCRM

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About TatvaCRM

Deep Dive with Clara AI

The CRM your team will actually open on Monday. TatvaCRM is the Indian-built CRM for BFSI businesses — NBFCs, DSAs, insurance agents, debt advisory firms — and SMBs in sales, agencies, manufacturing. Built by a founder who needed one, not adapted from a tool designed for Silicon Valley sales teams. All the standard CRM — pipelines, dashboards, custom fields, role-based access — plus what BFSI workflows actually need: loan-file lifecycle, multi-lender applications, DSA agent networks with commission splits, insurance renewal calendar. And the India basics every team needs: INR pricing, GST invoicing, UPI/Razorpay payments, DPDP-compliant data residency. Plus what Zoho and Salesforce don't ship: industry presets, included. No 3-month implementation. No "upgrade to Enterprise for that." From ₹449/user/month. Free plan forever — live in a day. Built in India by Tatva Fintech Private Limited, Pune.

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Pricing

Free Trial Available
Starts at $12.0. Offers Free-forever and Custom plan.
View Detailed Pricing

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

69%
Reviews

60%
Momentum

60%
Popularity

60%

Platforms Supported

Browser Based (Cloud)

Organization Types Supported

All (Small, Medium, Large)
Freelancers
Individuals

API Support

Modes of Support

Online

TatvaCRM Features

Show Feature Explanation

Show Missing Features

CRM Features

Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

69%

Unique Features

AI Assistant

AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.

Advanced Automation

Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.

Omnichannel Customer Engagement

Unified management of customer interactions across multiple channels, including web, mobile, and social media.

Predictive Analytics

Advanced analytics for predicting outcomes based on performance and historical data.

IoT Integration

Leveraging Internet of Things devices for enhanced data collection and analysis

Customization

Helps to customize the system for use in industry-specific use cases

Standard Features

Reporting (Analytics)

Provides insightful reports and important business metrics to track and measure the outcomes and progress.

Lead Management

A systemized and organized way of managing all your leads and their conversation.

Call Logging

Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.

Contact Management

Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

Document Management

Ability to store and manage various information and documents in electronic format.

Real-time Data Sync

Allows to synchronize with other systems for up-to-date information across platforms

Dedicated Phone Line Integration

Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking

Customer Segmentation

Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads

Opportunity Management

Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.

Sales Force Automation

Streamlined management of the sales cycle from lead to close

Territory Management

Helps to assign, manage sales territories and conveniently track their progress

Order Management

Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way

Collaboration Tools

Interactive tools meant to make the application highly collaborative and encourage teamwork

Quotes (Proposals)

Create effective sales proposals by generating multiple quotes per opportunity

List Management

Enables management of multiple lists and communications with them

Customer Support

Ensures after-sales interactions with your customers and solve queries related to your products and services

Marketing Automation

Develop customer relationships, automate marketing programs and measure your marketing ROI

Referral Tracking

Track and manage your referred customers.

Project Management

Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.

Lead Scoring

Lets you manage your prospective leads by scoring them on the basis of their response.

Product Catalog

Lets your sales representatives, as well as customers, view details and prices of each product.

TatvaCRM Pricing

Free Trial

Available

No Credit Card Required, Get Started for Free

Pricing Options

Freemium ( Limited Features )

Premium Plans ( Subscription )

MONTHLY YEARLY

Free Free

Includes

Full pipeline · contacts · tasks · dashboard · CSV import · 100 MB storage

Start Free Trial

Starter $12.00 $15.00 per month

Everything in Free, plus

Email templates · 200 emails/day · 500 MB storage · basic reporting

Start Free Trial

Professional $24.00 $30.00 per month

Everything in Starter, plus

RBAC & custom roles · teams · API access · 1,000 emails/day · 2 GB storage · priority queue

Start Free Trial

Enterprise Custom

Everything in Professional, plus

500,000 records · unlimited pipelines · unlimited custom fields · 100 GB storage · dedicated onboarding

Start Free Trial

Screenshots of Vendor Pricing Page

Disclaimer: The pricing details were last updated on 08/06/2026 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about TatvaCRM Pricing