The CRM your team will
actually open on Monday.
Contacts, pipeline, tasks, and a dashboard that tells the truth. Built for Indian SMBs who outgrew Excel but can't justify Salesforce.
What a spreadsheet CRM actually costs you.
Five spreadsheets,
five versions of truth.
Every salesperson has their own file. Nobody's numbers match on Monday morning and the revenue forecast changes depending on who you ask.
Two days to return
a lead.
Your competitor calls in five minutes. You call back on Wednesday. The enquiry is already someone else's customer by then.
People leave,
data walks out.
When Ravi joins your competitor, his two hundred contacts go with him. The handover is a WhatsApp screenshot at best.
Every contact, every deal,
every task — in one view.
No plugin marketplace. No workflow builder. No AI that hallucinates your pipeline. Just the four things your sales team opens every day — done properly.
A contact card that knows everyone.
Every email, call, note, and deal attached to the right person. Searchable in under 200ms. Works with +91 numbers and WhatsApp by default.
Drag. Drop. Done.
Kanban for humans. Custom stages, weighted forecasts, a board that never lies about your quarter.
The follow-up, automated.
Every deal spawns its own task list. Overdue items glow orange. Nobody forgets to call anyone ever again.
A dashboard that tells the truth.
Revenue, pipeline health, activity volume — updated live, in lakhs and crores. Not another Google Sheet pretending to be a dashboard.
Built by someone who sat in your Monday meeting.
I tried Salesforce, HubSpot, Zoho and three open-source CRMs over two years. They were too expensive, too complex, or too fragile. So I built the one I wanted.
Only what you'll use
No workflow builder, no AI scoring, no 200-plugin marketplace. Contacts, pipeline, tasks, dashboard. That's it.
Your data is yours
Isolated schema per customer. Export everything in one click. If we ever shut down, you walk out with it.
Indian from day one
Lakhs and crores, +91 phone defaults, GST fields, WhatsApp-ready. Not a US CRM with a currency dropdown.
Up before your chai cools
Sign up, import a CSV, drag your first deal. Two minutes, tested. No mandatory onboarding call.
Teams of 3 to 50 who sell services.
Building for loans, lenders, or policies?
The same TatvaCRM, with workflows pre-shaped for India’s lending and insurance teams — loan files, sanction limits, commission splits, renewals.
Loan files, sanction limits, disbursals.
Manage applicants, lenders, co-lending arrangements and the full disbursal pipeline. Schema-isolated per tenant. DPDP-aligned.
Agents, lender mix, commissions.
Track DSA agent portfolios across HDFC, ICICI, Bajaj, SBI. Auto-compute commission splits when files disburse. No more Excel tab per lender.
Policies, renewals, brokerage.
Track policies across LIC, HDFC Life, ICICI Lombard. Renewal reminders that fire on time. Brokerage tracked per policy, per insurer.
Honest pricing.
No quote-to-buy.
Start free. Every paid tier is under ₹2,000 a month — or save −20% paying annually.
2,000 records, one pipeline, KPI dashboard. Evaluate with your co-founders.
Start free10,000 records, email integration, dashboard charts. For teams leaving spreadsheets.
Start 30-day trial50,000 records, custom roles, teams, full DSA workflow. For scaling sales teams.
Start 30-day trial →500,000 records, unlimited pipelines, dedicated onboarding. For lenders & networks.
Talk to usThe questions our customers actually ask.
Something missing? The founder answers support emails personally.
Ask a questionIs it really free?+
Yes. Three users, two thousand records, full pipeline, unlimited activities, dashboard, search. No card. No time limit. Every signup also gets a 30-day Professional trial so you can try the paid features before choosing.
What happens when I outgrow the free tier?+
Nothing bad. You keep all your data, we email you when you're close to the limits, and you upgrade when you're ready. No surprise downgrades or read-only mode.
How is this different from Zoho or HubSpot?+
Zoho's paid tiers start around ₹800 per user per month and hide the features you actually want. HubSpot's free tier caps contact history and pushes you to Sales Hub at $15+ per user. TatvaCRM is per-user with no minimum: ₹449/user/mo on Starter (annual) or ₹559/mo monthly, ₹999/user/mo on Professional (annual) or ₹1,249/mo monthly. The DSA / BFSI toolkit is built in.
Is my data safe?+
Every customer gets an isolated PostgreSQL schema — not a shared table with a tenant column. Encrypted in transit and at rest. DPDP compliant. Export in one click.
Is this only for sales teams?+
No. Anyone who tracks people, follow-ups and money fits. Services firms, advisories, agencies, distributors and manufacturing SMBs use it the same way sales teams do.
Can I import from Excel?+
Yes. Upload a CSV, map the columns, done. Paid tiers get a free migration call.
Your customers deserve
better than a spreadsheet.
Free forever for 3 users. 2,000 records. 30-day Professional trial. No credit card.
// Join during beta. Direct line to the founder.