Companies in TatvaCRM — overview

Updated 31 May 2026·6 min read

Complete overview of the Companies module in TatvaCRM. Fields on a company record, how companies link to contacts and deals, GSTIN handling, multi-location addresses, and managing company groups.

Companies are the organisations your business does business with. If you sell B2B, almost every Deal and most Contacts will be linked to a Company. This page covers the Companies module in TatvaCRM — fields, relationships, GSTIN handling, and the practical operations you’ll do on a daily basis.

New to the concept of a Company?

Start with What is a Company? in CRM Basics. This page assumes you already understand the concept and want to know how it works in TatvaCRM specifically.

Where to find companies

Companies live in the Companies page on the left menu. Default view is a sortable table. Switch to Kanban grouping by tier (A / B / C), or Map view showing companies geographically (uses the city / state on each record).

What fields does a Company have?

Identity

Field	Notes
Name	Required. Up to 255 characters. The display name across your workspace.
Legal name	Registered name on the GST certificate. Often differs from brand name.
GSTIN	15-character GST registration number. TatvaCRM validates the format on save.
PAN	10-character permanent account number.
CIN	Corporate Identification Number (for registered companies). 21 characters.
Industry / sector	Pick from a dropdown. Editable per workspace.
Sub-sector	More specific classification (e.g. “steel rolling”, “apparel retail”).
Website	URL field, validated.
Year founded	Number.
Employee count	Number (range buckets available too: 1-10, 11-50, etc.).

Addresses

Companies can have multiple addresses, each tagged with a type:

Billing — where invoices go
Registered — legal address from GST / CIN
Shipping — where deliveries go (can have multiple — plant 1, plant 2)
Other — branch offices, warehouses

Each address has line 1, line 2, city, state, country (ISO-2), pincode. Useful for businesses with operations across multiple cities or states.

Ownership and tags

Field	Notes
Owner	The team member who manages this account. Drives visibility (see Roles and permissions).
Tier	Optional A / B / C / D classification. Useful for prioritising key accounts.
Tags	Free-form labels — “key account”, “North zone”, “group: Kothari”, etc.
Created at / by	System-managed audit fields.

How Companies link to other modules

Module	How it links
Contacts	Many contacts to one company (typical). The Company detail page shows all linked contacts on a single tab.
Deals	Many deals over time per company. The Company page shows full deal history with totals.
Activities	Activities logged on the Company itself, or rolled up from all linked Contacts and Deals.
Tasks	Tasks can be created directly on a Company (“Follow up with Bharati Steel quarterly review”).
Files	Documents attached to the company — contracts, GST certificates, KYC.

Handling company groups

Indian businesses often have related companies in a group structure (Bajaj Group, Tata Group, family holdings with several Pvt Ltd entities under one promoter). TatvaCRM handles this with:

Group tag — apply the same tag (e.g. kothari-group) across all related Companies
Parent company field — optional link from a subsidiary to its parent Company
Group rollup reports — sum deal values across all Companies sharing a Group tag

See What is a Company? for the decision rule on whether to model a multi-entity group as one Company with multiple addresses, or as multiple Companies with a group tag.

Merging duplicate companies

Bulk imports often create duplicates — same company entered as “Bharati Steel”, “Bharati Steel Pvt Ltd”, and “Bharati Steel Rolling Mills”. To merge:

Open the Company you want to keep
Click More → Merge
Search and select the duplicates
Pick which field values to keep (primary vs duplicate)
Confirm — all linked Contacts, Deals, Activities, and Tasks migrate to the kept Company

Common questions

“My customer doesn’t have a GSTIN. Still a Company?”

Yes. GST registration is required only above certain turnover thresholds. Plenty of small businesses operate below it. Add the Company anyway — leave GSTIN blank, update later if they register.

“One customer has 4 plants. One Company or four?”

Usually one Company with four shipping addresses — if they’re all under one GSTIN and one legal entity. If each plant is separately registered, four Companies with a Group tag. See Company vs Contact.

“Can I deactivate a Company without deleting it?”

Yes — change the Company’s tier to “Inactive” (or add an inactive tag). Filter the default Companies view to exclude inactive. Their history stays intact.