Pick your industry preset

Updated 31 May 2026·5 min read

How to choose the right industry preset when signing up for TatvaCRM. Covers the General preset (every standard sales business), what each BFSI preset adds, and the consequences of switching presets later.

An industry preset is a starter pack that configures TatvaCRM for your business shape on day one. It sets up the right default pipelines, the right field labels, sample reports, and any industry-specific modules. This page explains how to pick one — and the consequences of switching later.

If in doubt, pick General

Most businesses do not need a vertical-specific preset. General works for any standard sales team — B2B software, service businesses, consulting, distribution. Only pick a vertical preset if your business is specifically in that vertical.

What changes with each preset?

An industry preset changes four things about your workspace:

Default pipelines and stages — the stages your deals move through
Field labels — what each entity is called (e.g. “Contacts” may become “Applicants” for DSAs)
Default custom fields — fields specific to your industry pre-created (e.g. GSTIN, PAN for B2B; loan amount, lender for DSAs)
Available modules — extra modules switched on (e.g. Loan Files for DSAs, Policies for Insurance agents)

The presets we offer

General (recommended for most)

Standard CRM setup. Pipelines: Discovery → Qualified → Proposal → Negotiation → Closed-Won / Closed-Lost. Built-in fields are the SMB defaults — GST, PAN for companies; address fields for India. Works for: B2B software, consulting, service businesses, manufacturing sales, distribution, agencies, professional services. If your business is not specifically BFSI, pick this.

DSA — Direct Selling Agent (private beta)

Specifically for loan agents who source borrowers for banks and NBFCs. Entity labels change: Contacts → Applicants, Companies → Lenders, Deals → Applications, Leads → Enquiries. Adds: Loan Files module, multi-lender application tracking, commission split templates, sub-DSA hierarchy, document checklists. Currently in private beta — contact sales for early access.

NBFC (private beta)

For non-banking financial companies (lenders) managing their DSA channel and loan origination workflow. Adds: DSA branch management, multi-DSA tracking, disbursal cap enforcement, commission splits to DSAs, RBI digital-lending compliance fields. Private beta.

Insurance (private beta)

For insurance agents and POSPs. Adds: Policies module, renewal calendar with IRDAI workflow alignment, claims tracking, commission income tracking, policyholder + nominee handling. Private beta.

Debt Advisory (private beta)

For corporate debt syndication firms — what Rajiv’s Pragati Capital Advisors runs on. Adds: Mandates module, lender relationship tracking, term sheet comparisons, success-fee accounting, credit rating advisory pipeline. Private beta.

How to pick

Ask yourself two questions:

1. Is my business specifically in one of the vertical presets?

Not “my customers include banking”. Is my business itself a DSA, NBFC, insurance agency, or debt advisory firm? If yes → pick that vertical (or join the private beta). If no → General.

2. Do I want to use industry-specific terminology in my UI?

DSAs talk in “applicants” and “loan files,” not “contacts” and “deals.” If your team would be confused by the generic CRM vocabulary, the vertical preset helps. If your team is fine with “contacts” and “deals,” General is simpler.

Can I switch presets later?

Yes, but with caveats:

Adding modules (e.g. switching on the Loan Files module after starting on General) is straightforward — just enable from Settings → Modules.
Renaming entity labels (e.g. Contacts → Applicants) is straightforward — Settings → Workspace → Entity labels.
Changing the default pipeline is fine — you can edit stages anytime from Settings → Pipelines.
Migrating data from one preset’s field set to another can be tedious. If you set up 30 custom fields under the DSA preset, then later switch to Insurance, those 30 fields don’t auto-map.

The pragmatic advice

Pick the closest fit at signup. If you’re unsure between General and a vertical preset, pick General — it’s easier to add vertical features later than to undo a vertical-specific configuration. The exception: if you’re a DSA, NBFC, Insurance, or Debt Advisory firm and the vertical preset is live, just take it.

What if your vertical isn’t live yet?

Several BFSI presets are in private beta as of mid-2026. If your vertical isn’t live yet:

Sign up on the General preset
In the signup form, set “Industry of interest” to your actual vertical (e.g. DSA, NBFC)
This tells us to include your workspace in the migration list when the preset ships
When we go live with your vertical, we migrate your data over and preserve everything you’ve already set up

Common questions

“My business does both lending and insurance. Which preset?”

Pick the one that’s your primary revenue source. Add the other vertical’s modules manually as they ship. Or, more cleanly, set up two separate workspaces — one per business line — and use TatvaCRM’s workspace switcher to flip between them.

“My team finds the vertical terminology confusing.”

You can rename entity labels at any time. Settings → Workspace → Entity labels lets you change “Applicants” back to “Contacts,” or any other label. The underlying data model stays the same.

“Does picking a vertical preset cost extra?”

No — the preset itself is free. Some industry-specific modules (e.g. document checklists, commission splits for DSAs) are only available on Pro or Enterprise plans. See Plans and limits for the breakdown.