Create your tenant
Sign up for TatvaCRM and create your workspace in about five minutes. This page walks you through the fields, what they mean, and a couple of decisions you cannot easily undo later.
What is a tenant?
A tenant in TatvaCRM is your organisation's workspace. Each tenant gets its own PostgreSQL schema, its own users, its own pipelines, its own custom fields, and its own data. Two tenants can never see each other's records — this is enforced at the database layer, not just by application code.
When you sign up, TatvaCRM creates three things for you in one transaction:
- A user account tied to your email
- A tenant with a unique slug (your workspace URL)
- A membership linking you to that tenant with the
Ownerrole
Before you start
You will need:
- An email address you can access (we send a verification link)
- A workspace name (typically your company name)
- A workspace URL slug (3–15 characters, lowercase letters / digits / hyphens)
- A password that meets the strength rules below
Walkthrough
Step 1 — Open the sign-up page
Go to app.tatvacrm.com/register. Click Start free.
Step 2 — Fill in the form
The registration form has these fields:
| Field | Required? | Notes |
|---|---|---|
| Yes | Becomes your login. Use a business email — verification is sent here. | |
| First name | Yes | Up to 100 characters. Shown in the workspace and on records you create. |
| Last name | Optional | Up to 100 characters. |
| Phone | Optional | Country code (e.g. +91) and 6–15 digit number. |
| Company / Workspace name | Yes | Up to 255 characters. Becomes your tenant's display name. |
| Workspace URL slug | Yes | 3–15 characters. Lowercase letters, digits, hyphens. No leading or trailing hyphen. Will be your URL: https://<slug>.tatvacrm.com. |
| Industry preset | Yes | Pick the closest match to your business. General works for every team and is the default. BFSI presets (DSA, NBFC, Insurance) are in private beta. |
| Password | Yes | See the strength rules below. |
Password rules
TatvaCRM requires:
- At least 8 characters (up to 128)
- At least one uppercase letter
- At least one lowercase letter
- At least one digit
Passwords are hashed with bcrypt (cost factor 12). We never store the original password — even our own engineers cannot read it.
Step 3 — Verify your email
After you submit the form, TatvaCRM sends a verification email to the address you registered with. Click the link in that email within 24 hours. Until verified, you can sign in but some actions (inviting users, exporting data) are blocked.
Didn't get the email? Check spam. If still missing, sign in and click Resend verification on the banner at the top of any page. We rate-limit this at one resend per minute per account.
Step 4 — Land in your workspace
Once verified, you land on the Dashboard. The first time you log in, TatvaCRM seeds a default pipeline, default stages, and a small set of sample records so the dashboard isn't empty. You can delete or rename any of these — they exist only so the first screen isn't a blank slate.
Decisions you can't easily undo
Most things in TatvaCRM are reversible. These two are not:
- Workspace URL slug. Once chosen, the slug becomes your tenant's permanent URL identifier. We can change it for you on request via support, but old links to your workspace will 404 after the change. Pick something you'll be happy with in 2 years.
- Industry preset. Switching from
Generalto a BFSI preset (or vice versa) later requires a data migration. Possible, but one-way-ish — fields and pipelines configured under the old preset may need rebuilding. Pick the closest fit at signup; if BFSI presets aren't live yet, stick with General and we'll migrate you when your vertical ships.
tenant_<sanitised_slug>. Every query in the app is automatically scoped to your schema — the multi-tenant isolation is enforced at the SQL layer, not just by application logic. This means a bug in our application code can never leak one customer's data into another customer's session.What next
Once your tenant exists, the next two steps are:
- Invite your team — add the people who will use the CRM (see the Invite your team page once it's live, or just go to Settings → Team).
- Import existing data — bring your contacts and deals in from spreadsheets or your current CRM.