Skip to content
SPECIFICTION
Get listed

TatvaCRM

tatvacrm.com

From $12/mo Free plan WebAPI
Visit tatvacrm.com
Spec score 8.4 #7 of 27 in Fitness CRM Software

What it is

TatvaCRM is a web-based CRM for growing businesses and sales teams. It manages contacts and companies, leads, tasks and activities, dashboards, team permissions, and a visual sales pipeline. India-focused fields include rupees as the default, +91 phone fields, GST fields, and WhatsApp-ready contact cards. Its lending and insurance workflows cover loan files, sanction limits, disbursals, commission splits, and renewals. Email integration for sending and logging is available on paid plans, and API access is listed for Professional and Enterprise. The maker positions it for teams of 3 to 50 and lists audiences including services firms, consulting, agencies, distributors, NBFCs, insurance brokers, manufacturing, education, and healthcare. CSV import and export are available across all plans. TatvaCRM has a free plan with three users, 1,000 records, one pipeline, and 100 MB storage. Starter costs $12 a month per user when billed annually; Professional costs $24 a month per user when billed annually. The maker says workspaces run on AWS in Mumbai by default and describes security measures including encryption and daily backups.

Spec sheet

What it does
TatvaCRM is a cloud CRM for Indian SMBs, BFSI teams, DSAs, insurance agents, agencies and manufacturers.Read 14 Oct 2026 · tatvacrm.com
Purpose
TatvaCRM manages contacts, sales pipelines, tasks, and dashboards for growing businesses and sales teams.Read 7 Oct 2026 · tatvacrm.com
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.Read 7 Oct 2026 · tatvacrm.com
API
A REST API is listed for Professional and Enterprise plans, with no public SDK identified on the documentation pages reviewed.Read 14 Oct 2026 · tatvacrm.com
Integrations
Paid plans provide email sending and logging; the maker says WhatsApp and phone integrations are not currently available.Read 14 Oct 2026 · tatvacrm.com
Security
TatvaCRM says it uses schema-per-tenant isolation, TLS 1.3 in transit, AES-256 at rest, and daily backups with 30-day retention.Read 7 Oct 2026 · tatvacrm.com
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.Read 7 Oct 2026 · tatvacrm.com
Support
Support is offered by email on all plans, with priority queues on Professional and Enterprise and response targets of 48, 24 and 4 hours by tier.Read 14 Oct 2026 · tatvacrm.com
Headquarters
Pune, Maharashtra, IndiaRead 28 Sep 2026 · tatvacrm.com
Availability
The stated uptime target is 99.9%, increasing to 99.95% for Business, with a public status page referenced.Read 14 Oct 2026 · tatvacrm.com
Backups
The maker states that backups run daily with 30-day retention and a seven-day point-in-time recovery window.Read 14 Oct 2026 · tatvacrm.com
BFSI workflows
Its lending and insurance builds include loan files, sanction limits, disbursals, commission splits, and renewals.Read 7 Oct 2026 · tatvacrm.com
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.Read 14 Oct 2026 · crunchbase.com
Company size on LinkedIn
LinkedIn lists TatvaCRM in software development with 11–50 employees, Pune headquarters and a 2025 founding year.Read 14 Oct 2026 · in.linkedin.com
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.Read 14 Oct 2026 · tatvacrm.com
Contact management
The product links contacts, companies, deals and interaction history in shared records.Read 14 Oct 2026 · tatvacrm.com
Core features
The product includes contact and company management, a visual sales pipeline, lead management, tasks and activities, dashboards, and team permissions.Read 7 Oct 2026 · tatvacrm.com
Dashboards and reports
Dashboards show pipeline value, revenue trends, activity volume, KPIs and team leaderboards.Read 14 Oct 2026 · tatvacrm.com
Data location
Customer workspaces run on AWS infrastructure in the ap-south-1 Mumbai region by default.Read 14 Oct 2026 · tatvacrm.com
Directory pricing
Capterra lists a starting price of ₹449 per user per month and a free version.Read 14 Oct 2026 · capterra.com
Directory support and devices
GetApp lists web, Android and iPhone/iPad support plus email/help-desk, chat and phone support.Read 14 Oct 2026 · getapp.com
Documentation
The public documentation includes module guides; a Companies overview updated 31 May 2026 describes fields, relationships, GSTIN handling and multi-location addresses.Read 14 Oct 2026 · tatvacrm.com
Email
Email integration for sending and logging is available on paid plans, and the feature comparison lists API access on Professional and Enterprise.Read 7 Oct 2026 · tatvacrm.com
Exports
CSV import and export are listed across all four plans, and the maker says customers can export their data in one click.Read 7 Oct 2026 · tatvacrm.com
Independent review coverage
G2 states that Tatva Fintech has too few reviews to provide buying insight, so there is no repeated independent praise or complaint theme yet.Read 14 Oct 2026 · g2.com
India-focused
The CRM includes rupees as default, +91 phone fields, GST fields, and WhatsApp-ready contact cards.Read 7 Oct 2026 · tatvacrm.com
Industry workflows
BFSI workflows cover loan files, lender handling, sanction and disbursal data, commission splits and insurance renewals.Read 14 Oct 2026 · tatvacrm.com
Lead management
Leads can be captured, scored and converted into contacts, companies and deals.Read 14 Oct 2026 · tatvacrm.com
Licence
TatvaCRM is proprietary SaaS: its terms reserve intellectual property to Tatva Fintech, prohibit reverse engineering and do not grant source-code rights.Read 14 Oct 2026 · tatvacrm.com
Limit: ecosystem
The home page explicitly says TatvaCRM has no plugin marketplace and no workflow builder.Read 14 Oct 2026 · tatvacrm.com
Limit: enterprise scope
The maker says large NBFCs needing deep lead distribution and telecalling at scale should consider a larger platform.Read 14 Oct 2026 · tatvacrm.com
Limit: workflow automation
The feature roadmap lists workflow automation as forthcoming, so a full trigger-and-action workflow builder is not yet presented as shipped.Read 14 Oct 2026 · tatvacrm.com
LOS connectivity
For NBFC use, TatvaCRM describes API-first handoffs to Nucleus, Lentra, Finflux, Perfios and similar LOS platforms, with CSV or JSON export as an alternative.Read 14 Oct 2026 · tatvacrm.com
Manufacturing workflow
Manufacturing pipelines cover inquiry, quotation, negotiation, purchase order and dispatch, with SKU tagging and stale-inquiry alerts.Read 14 Oct 2026 · tatvacrm.com
Mobile limitation
The maker’s comparison page says TatvaCRM is responsive web software without native iOS or Android applications.Read 14 Oct 2026 · tatvacrm.com
News: documentation update
The public Companies documentation page records an update dated 31 May 2026.Read 14 Oct 2026 · tatvacrm.com
Notable limits
The maker says workflow automation, custom report building, email tracking, and task reminders are planned features.Read 7 Oct 2026 · tatvacrm.com
Permissions
Built-in roles include Owner, Admin, Manager and Member; Professional adds custom roles, RBAC and team visibility scopes.Read 14 Oct 2026 · tatvacrm.com
Rating on Capterra
0.0 out of 5 from 0 reviews.Read 14 Oct 2026 · capterra.com
Rating on G2
0.0 out of 5 from 0 reviews.Read 14 Oct 2026 · g2.com
Rating on GetApp
0.0 out of 5 from 0 reviews.Read 14 Oct 2026 · getapp.com
Sales pipeline
A Kanban board supports drag-and-drop deals, custom stages and weighted pipeline forecasts.Read 14 Oct 2026 · tatvacrm.com
Security architecture
The service uses schema-per-tenant PostgreSQL isolation, TLS 1.3 in transit, AES-256 at rest, bcrypt passwords and environment-isolated secrets.Read 14 Oct 2026 · tatvacrm.com
Self-hosting
The reviewed materials describe hosted AWS deployment and provide no self-hosted installation package or on-premises option.Read 14 Oct 2026 · tatvacrm.com
Tasks and activities
Tasks have owners, due dates and priorities, while calls, notes, emails and meetings are logged against records.Read 14 Oct 2026 · tatvacrm.com

Plans and prices

Free Free forever 3 users · 1,000 records · 1 pipeline · 100 MB storage · 5 custom fields/entity Read 14 Oct 2026 · tatvacrm.com
Starter $12 a month annually ($144/user/year) 50,000 records · 3 pipelines · 1 GB storage · 200 emails/day · 20 email templates Read 14 Oct 2026 · tatvacrm.com
Professional $24 a month annually ($288/user/year) 500,000 records · 10 pipelines · 10 GB storage · RBAC · teams · API access · 1,000 emails/day Read 14 Oct 2026 · tatvacrm.com
Enterprise Priced on request volume pricing · SLA-backed 5,000,000 records · unlimited pipelines · unlimited custom fields · 100 GB storage · dedicated onboarding Read 14 Oct 2026 · tatvacrm.com

Every TatvaCRM plan and price →

Strong points and limits

Strong points

  • Free plan supports three users
  • CSV import and export are available on all plans
  • India-specific GST and phone fields are included
  • Daily backups have 30-day retention

Limits

  • Workflow automation is listed as planned
  • Custom report building is listed as planned
  • SOC 2 is on the roadmap
  • Paid plans are billed annually

Who it suits

TatvaCRM suits small and mid-sized sales teams, especially businesses that need India-specific customer fields or lending and insurance workflows. The maker names services firms, agencies, distributors, and several other industries as potential users.

TatvaCRM in depth

Read the full write-up

TatvaCRM is a web CRM for managing customer records and sales work, with tailored workflows for lending and insurance. It best suits small Indian businesses that want local customer fields or sector-specific case handling alongside a shared sales pipeline. Its focused workflows and generous paid-plan quotas are appealing, but planned automation and reporting features make it a weaker fit for teams that rely on those tools today.

Overview

Contact and company records, lead management, a visual pipeline, tasks and activities, dashboards, and team permissions give sales teams a shared way to organize prospects and deal progress. Rupee defaults, +91 phone fields, GST fields, and WhatsApp-ready contact cards suit teams working with Indian customer data without adapting generic fields.

The lending and insurance builds add support for loan files, sanction limits, disbursals, commission splits, and renewals. Those workflows give TatvaCRM a more specific role for NBFCs, DSA networks, and insurance brokers than its general-purpose pipeline tools alone. CSV import and export are included across all plans, and one-click data export makes it easier to take records elsewhere.

Key features

Lead capture and sales pipeline management cover the central work of moving prospects through sales stages. Tasks and activities help teams keep track of work, while dashboards offer a shared view of activity. Team permissions provide a way to manage access across the team.

Email sending and logging are available on paid plans, and API access is included on Professional and Enterprise. Follow-up and retention automation are included as capabilities, but workflow automation, custom report building, email tracking, and task reminders are planned rather than current features. Teams that need those functions as a dependable part of their process should look elsewhere or wait before adopting.

Security measures include schema-per-tenant isolation, TLS 1.3 in transit, AES-256 encryption at rest, and daily backups retained for 30 days. Workspaces run on AWS in Mumbai by default. 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. This may suit organizations seeking regional hosting and stated safeguards, but it is not a substitute for a SOC 2 requirement.

Pricing

The free plan costs nothing, billed forever, and supports 3 users, 1,000 records, 1 pipeline, and 100 MB storage. It is a useful no-cost starting point for a small team, but the record and storage ceilings make it a constrained long-term home as customer data grows.

Starter costs $12 a month, billed annually at $144/user/yr, with per-user pricing and no minimum. It raises the limits to 50,000 records, 3 pipelines, and 1 GB storage, making it the entry paid tier for teams that have outgrown the free caps. Professional costs $24 a month, billed annually at $288/user/yr, also per user with no minimum; it adds capacity for 500,000 records, 10 pipelines, and 10 GB storage, as well as API access. That higher tier fits teams with larger datasets or integration needs, though both paid tiers commit to annual billing.

Enterprise uses custom pricing with volume billing and SLA backing. It allows 5,000,000 records, unlimited pipelines, 100 GB storage, and dedicated onboarding, which makes it the tier for larger deployments needing substantial capacity and onboarding support. A 30-day trial is offered, and email support is available on every plan, with guaranteed response times of 48 hours on Starter, 24 hours on Professional, and 4 hours on Enterprise.

Platforms

TatvaCRM runs on the web. Teams looking specifically for native mobile apps should consider a product with Android or iOS support.

Who it's for

The maker positions TatvaCRM for teams of 3 to 50, including services firms, advisory and consulting businesses, agencies, distributors, NBFCs, DSA networks, insurance brokers, manufacturers, education providers, and healthcare organizations. Its strongest case is for a small or midsize team that wants ordinary sales tracking combined with Indian customer fields or lending and insurance workflows. Businesses that need mature workflow automation, custom reports, email tracking, or task reminders should not treat it as a complete fit for those needs.

Pros and cons

Pros: India-oriented fields and lending or insurance workflows reduce the mismatch for teams handling those customer records and cases.

Pros: Paid tiers offer substantial record and pipeline limits, and CSV import/export is available on every plan.

Pros: Mumbai-region hosting, stated encryption measures, and daily backups provide concrete security and data-location commitments.

Cons: The free plan is capped at 3 users, 1,000 records, 1 pipeline, and 100 MB, so growing teams will need to upgrade.

Cons: Paid pricing is billed annually, and workflow automation, custom reporting, email tracking, and task reminders are still planned.

Cons: The web-only platform may not suit teams that require native mobile apps.

Alternatives

For a fitness-focused directory, see Fitness CRM Software. For a gym with a small membership, UrbanGym has a free web plan for one location, up to 50 members, and two staff accounts, plus 100 SMS per month. Choose BuddyPT Fitness CRM instead if you need Android, iOS, and web access: its free Starter plan covers 10 clients, while Growth costs $35 a month for 25 clients.

Accolade Pro is another fitness CRM option with Android, iOS, and web support, a free trial, and subscription pricing by contacting the maker. Cratio CRM may fit teams prioritizing mobile and API access; its Pro plan costs ₹799 a year, billed annually, with a five-user minimum and 18% GST extra. For pay-as-you-go gym pricing, GymShakti charges ₹6 a month per member for 26–50 members, with an example price of ₹300/mo for 50 members.

MapleConnect offers a free core CRM and a flat-priced Essential plan at $199 a month for full CRM plus automation, so it may suit teams seeking a flat fee rather than per-user billing. Mywellness CRM is another fitness-oriented choice with custom programs and questionnaires in its PROGRAM plan, and custom on-demand content in GO HYBRID. For a solo trainer, Smarfle has a month-to-month Solo plan at $19 a month for one user and up to 100 clients, with Android, iOS, and web support.

Verdict

Choose TatvaCRM if a small Indian sales team needs a shared pipeline plus local customer fields or lending and insurance workflows, and can work within its current feature set. Its sector-specific handling and generous paid quotas are its clearest advantages. Look elsewhere if automation, custom reporting, email tracking, task reminders, or native mobile apps are essential, or if annual per-user billing does not fit your team.

Verdict

TatvaCRM covers core contact and pipeline management, with extra workflows for lending and insurance. Its free tier is limited in users, records, storage, and pipelines; teams needing paid features should note the annual billing terms.

Where Specifiction places it

Alternatives to TatvaCRMAll alternatives →