Create your tenant (workspace) in TatvaCRM

Updated 31 May 2026·6 min read

Step-by-step guide to signing up for TatvaCRM and creating your workspace. Covers every field on the signup form, how to pick your workspace URL, choosing the right industry preset, email verification, and the two decisions you cannot easily undo later.

Setting up TatvaCRM takes about five minutes. By the time you finish reading this page, you will have a fully working CRM workspace for your team. This guide walks through every field on the signup form, explains what each one means, and flags the two decisions you cannot easily undo later — so you make them deliberately the first time.

What you’ll have at the end

Your own TatvaCRM workspace at your-name.tatvacrm.com, an Owner account in your name, and a few sample records so the dashboard isn’t empty. Ready to invite your team and start importing real data.

What is a workspace?

A workspace (also called a tenant in technical documentation) is your organisation’s private corner of TatvaCRM. Each workspace gets:

Its own URL — your-name.tatvacrm.com
Its own contacts, companies, deals, leads, tasks — none of it visible to anyone outside
Its own users, with the roles and permissions you set
Its own pipelines, custom fields, and workflow rules

Two workspaces are completely separate. Your data is never visible to another business using TatvaCRM, and theirs is never visible to you. This separation happens at the database layer, not just in the app — meaning even if there were a bug in TatvaCRM’s code, one customer’s data could not leak into another’s.

Before you start: what you’ll need

An email address you can access right now (we send a verification link)
A name for your workspace — typically your company or brand name
An idea of what URL you’d like (3–15 lowercase characters)
A password that meets the rules below

That’s it. You do not need a credit card. You do not need to talk to sales. You do not need any approval. The free tier supports up to three users forever.

Step-by-step: signing up

Go to app.tatvacrm.com/register. You will see a single-page form. Fill it out top to bottom.

Step 2 — Fill in the form

Each field is explained below. Required fields are marked with (required). Optional fields can be left blank and added later.

Field	What it means	Tips
Email (required)	Becomes your login. We send a verification link here.	Use a business email — easier to recover if you ever forget your password. Avoid using your personal Gmail if this is for a company.
First name (required)	Your name, shown across the workspace and on records you create.	Up to 100 characters. Use the name your team would recognise.
Last name	Optional second name.	Up to 100 characters.
Phone	Country code (e.g. `+91`) plus 6–15 digit number.	Optional, but recommended — helps with account recovery if you ever lose access.
Company / Workspace name (required)	Your business name. Becomes the display name of your workspace.	Up to 255 characters. Can be edited later from Settings, but the URL slug below cannot.
Workspace URL slug (required)	The unique URL identifier for your workspace.	3–15 characters. Lowercase letters, digits, hyphens. No spaces, no special characters. Becomes `https://your-slug.tatvacrm.com`. Choose carefully — changing this later is painful (see below).
Industry preset (required)	The closest match to your business — sets up default pipelines, fields, and labels.	Pick General for any standard sales business. BFSI presets (DSA, NBFC, Insurance, Debt Advisory) are in private beta — contact sales for early access. See Pick your industry preset for details.
Password (required)	How you sign in. See the rules below.	Pick something memorable to you but hard to guess. We never see or store the original password.

What are the password rules?

TatvaCRM requires every password to have:

At least 8 characters (up to 128)
At least one uppercase letter
At least one lowercase letter
At least one digit

We store passwords in scrambled form — even our own engineers cannot read your original password. If you forget it, you reset it via email; we never email passwords in plain text.

Account lockout after repeated failures

Five failed sign-in attempts on the same account within 15 minutes will lock the account for 15 minutes. This protects your workspace from someone trying to guess your password. If you get locked out, either wait 15 minutes or reset your password from the login screen.

Step 3 — Verify your email

After you submit the form, TatvaCRM sends a verification link to the address you registered with. Click that link within 24 hours. Until verified, you can sign in but some actions — inviting users, exporting data, sending bulk emails — are blocked.

Didn’t get the email? Check spam first. If still missing, sign in and click Resend verification on the banner at the top of any page. We limit this to one resend per minute to prevent abuse.

Step 4 — Land in your workspace

Once verified, you land on your Dashboard. The first time you sign in, TatvaCRM seeds your workspace with:

A default sales pipeline with five stages
A handful of sample contacts and deals (so the dashboard isn’t blank)
Default lifecycle stages (Subscriber, Lead, Opportunity, Customer, Evangelist)
A default custom-field set typical for your industry preset

You can delete or rename any of these. They exist only so the first screen isn’t empty.

Two decisions you cannot easily undo

Most things in TatvaCRM are reversible. These two are not. Take the extra minute now.

1. Your workspace URL slug

Once you choose it, the URL slug becomes your workspace’s permanent identifier. We can change it for you on request via support — but old links pointing to your workspace will 404 after the change, and anyone who has bookmarked your URL will need to update.

Pick something you’ll be happy with in two years. Examples:

Good: storeworks, pragati, bharati-steel
Avoid: test123, my-new-workspace, company2026 (dates age badly)
Avoid: Personal names — what happens when the founder leaves?

2. Your industry preset

Switching from one preset to another later — e.g. General → NBFC, or NBFC → Insurance — requires a data migration. It is possible, but fields and pipelines configured under the old preset may need rebuilding. Pick the closest fit at signup.

If your BFSI vertical (DSA / NBFC / Insurance / Debt Advisory) isn’t available yet in the live preset list, stick with General. When we ship your vertical, we’ll migrate you over and keep your data intact. Setting “Industry of interest” at signup is what tells us to include you in the migration list.

Why workspace separation matters

Every TatvaCRM workspace has its own database area completely separate from every other workspace. When your salesperson searches for a contact, the search only ever looks inside your workspace — never anyone else’s. This is enforced at the storage level, which is the strongest possible isolation. Important for businesses handling regulated data — banking customers under DPDP, insurance information, lender records.

Common questions

“Can the same email address have multiple workspaces?”

Yes. One email can be a member of several workspaces — useful if you have more than one business, or if a consultant is helping multiple clients. After signing in you’ll see a workspace switcher in the top-left. Each workspace is completely separate; your role can be different in each one.

“Should I invite my team while signing up?”

No — invite them after the workspace is set up. Sign up alone first, take ten minutes to look around, then go to Settings → Team → Invite to send invitations. This way you can explain TatvaCRM to your team instead of them landing in an unfamiliar tool with no context.

“What does the free tier include?”

Up to three users, unlimited contacts and companies, the core CRM modules (contacts, deals, leads, tasks, activities, custom fields, basic reports), forever. No credit card required. No automatic upgrade. You only move to a paid plan when you actually need a fourth user or features beyond the core. See Plans and limits for the complete comparison.

“Can I delete my workspace if I change my mind?”

Yes. Owner-level users can delete the entire workspace from Settings → Workspace → Danger Zone. We delete every record permanently within 30 days. If you’re only deleting because you’d like to start fresh, consider reaching out — most setup issues are easier to fix than to restart.

“Where is my data stored?”

TatvaCRM stores all customer data in data centres in India, which is required for compliance with India’s Digital Personal Data Protection (DPDP) Act for Indian businesses handling personal data of Indian customers. If you’re an Indian SMB serving Indian customers, you’re compliant by default — no extra configuration needed.