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v1.0 · 2026-05 · continuously updated

TatvaCRM Documentation

Everything you need to set up TatvaCRM, run the core CRM, and configure your settings. Industry-specific overlays for DSAs, NBFCs, and insurance are under construction — for early access, contact sales.

1

Getting started

Sign up, create your tenant, invite your team, import data, get to first value.

2

Core CRM

Contacts, companies, deals, leads, tasks, activities, custom fields, search.

3

Settings & admin

Roles, permissions, teams, visibility, plans, billing, email config.

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Getting started
Create your tenant
5 minutes from sign-up to a usable CRM.
Core
Contacts — overview
The atomic unit of every CRM. Fields, ownership, relations.
Settings
Roles and permissions
5 built-in roles, plus custom roles with 51 permissions.
Coming soon
Bulk import (CSV)
Required columns, error handling, mapping.

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