Built by someone who
actually needed a CRM.
Not by a software company that read about sales in a textbook.
Every Monday, the same scene.
I ran a corporate finance business for over a decade. Client acquisition was the bloodline — without new relationships, nothing moved. My sales team made hundreds of calls a month, attended meetings across cities, followed up on leads for months. They worked hard.
But every Monday morning, the same scene played out. I’d ask “what’s our pipeline looking like?” and get five different answers from five different spreadsheets. Ravi’s numbers were on his phone. Priya’s were in a Google Sheet she hadn’t updated since Thursday. Amit had notes in a notebook — the physical kind. And the new hire was still trying to figure out who our existing clients were because nobody had written anything down.
I couldn’t tell you how many active deals we had. I couldn’t tell you which leads had been contacted this week. When a senior salesperson left, three months of relationship context walked out the door with them.
So I went looking for a CRM. What followed was two years of frustration.
Every CRM I tried failed in its own way.
The big names.
Salesforce · HubSpot · Zoho
Pricing designed for companies ten times our size. Interfaces built for teams with dedicated CRM admins. 80% of features we paid for, we never opened. A Boeing 747 when we needed a Maruti.
Open source.
SuiteCRM · vtiger
“Free” cost us ₹30–40K per month in developer time. Server management, PHP updates, Linux debugging. Looked like software from 2008. The non-technical team couldn’t use it.
Spreadsheets.
Excel · Google Sheets
Five salespeople, five files, five versions of truth. No activity history. No pipeline view. No access control. One accidental delete and months of work vanished.
After two years of tools that were too expensive, too complex, or too fragile —
I stopped looking for the right CRM.
I started building it.
Three beliefs. Not a mission statement.
We only build what you’ll actually use.
TatvaCRM doesn’t have a visual workflow builder. It doesn’t have AI-powered lead scoring. It doesn’t have social media integrations or a marketplace of 200 plugins. Not because we can’t — because most growing businesses don’t need them yet. They need solid contact management, a clean pipeline, tasks that get followed up, and a dashboard that doesn’t lie. We built those first. We built them well. Everything else earns its place by being genuinely needed.
Your data is yours. Not ours. Not anyone else’s.
Every TatvaCRM customer gets a completely isolated database — not a shared table with a tenant_id column, but a separate schema. Your customer data doesn’t sit next to someone else’s. Encrypted in transit and at rest. Export everything with one click, anytime. No lock-in. No “contact us to download your data.” We don’t sell data. We don’t run ads inside the product.
We run this same database architecture on TatvaMoney, our loan origination platform. Financial services data has to be bulletproof — so yours is too.
Built for the way India actually does business.
Rupees as default. +91 phone fields. GST on companies. WhatsApp-ready contact cards. Workflows designed around how deals happen in Mumbai and Pune — not translated from San Francisco. And because Indian SMBs have customers everywhere, UTF-8, multi-currency and multi-timezone are built in from day one. A team of ten shouldn’t pay what a Fortune 500 pays, and our free tier is genuinely useful — not a demo with a countdown timer.
I’m not a typical software founder. I came from the other side — the person buying software, fighting with it, and eventually giving up on it. More than a decade in investment banking and corporate finance taught me that relationships are everything, and the tools meant to manage those relationships were failing the people who needed them most.
TatvaCRM is what happens when the person building the software is also the person who has to use it. Every screen, every workflow, every default setting was designed by someone who has sat in Monday pipeline meetings, chased overdue follow-ups, and lost deals because a conversation wasn’t recorded.
Tatva Fintech Pvt. Ltd. also builds TatvaMoney — a loan origination platform for financial services. Different product, same philosophy: build exactly what the industry needs, protect data like it’s sacred, and price it so the tool pays for itself.
There’s a reason you’re reading this page.
Something isn’t working — your spreadsheet hit the wall, or your CRM costs more than it’s worth, or you’re tired of paying for features your team will never touch.
TatvaCRM isn’t trying to be the biggest CRM. It’s trying to be the one that growing businesses actually stick with — because it does what they need, costs what they can afford, and treats their data with the respect it deserves.
And if you join during beta, you get something the big CRMs will never offer: a direct line to the person building it. Every feature request gets read. Every bug report gets fixed. You’re not a ticket number. You’re a co-builder.
Start managing customers,
not spreadsheets.
Free forever. 2,000 records. 30-day Professional trial. No credit card.
Join during beta. Direct line to the founder.