Plans and limits in TatvaCRM
TatvaCRM plans and their limits. What’s in Free, Pro, and Enterprise; user, record, and storage limits; feature gating; and how to upgrade or downgrade.
TatvaCRM has three plan tiers — Free, Pro, and Enterprise. This page covers what’s in each, the limits, and the practical guidance on when to upgrade.
Plans at a glance
| Feature | Free | Pro | Enterprise |
|---|---|---|---|
| Price | ₹0 / forever | ₹449 / user / month (billed annually) | Contact sales |
| Users included | 3 | Per-user pricing | Per-user pricing |
| Contacts | Unlimited | Unlimited | Unlimited |
| Companies | Unlimited | Unlimited | Unlimited |
| Deals | Unlimited | Unlimited | Unlimited |
| Pipelines | 1 | 10 | Unlimited |
| Custom fields per module | 5 | 50 | Unlimited |
| Custom roles | — | Yes | Yes |
| Teams | — | Yes | Yes |
| Bulk import | Yes (smaller batches) | Yes | Yes |
| Bulk export | Limited | Yes | Yes |
| Email integration | — | Yes | Yes |
| Web forms | 1 | 10 | Unlimited |
| Reports | Standard only | Standard + custom | Standard + custom + scheduled delivery |
| API access | — | Yes | Yes (higher rate limits) |
| Audit log | — | 30 days | Unlimited retention |
| File storage per user | 500 MB | 5 GB | 50 GB |
| Support | Email, business hours | Email + chat | Email + chat + dedicated CSM |
| SLA | — | — | 99.9% uptime, contracted |
| DPDP compliance | Yes | Yes | Yes + DPA |
When to upgrade
Common upgrade triggers:
- You need to add a fourth user → Pro
- You want to run multiple sales pipelines → Pro
- You hit 5 custom fields on a module and need more → Pro
- You want to integrate with your email (Gmail, Outlook) → Pro
- You need teams and custom roles → Pro
- You want scheduled report delivery → Enterprise
- You want a contracted SLA → Enterprise
- You need a dedicated customer success manager → Enterprise
How to upgrade
- Go to Settings → Billing
- Click Change plan
- Pick Pro
- Enter number of paid seats
- Add payment method (UPI, card, or net banking)
- Confirm — the upgrade is immediate
For Enterprise, click Contact sales — pricing depends on team size, modules needed, and SLA requirements.
Downgrading
You can downgrade from Pro to Free at any time. Caveats:
- If you have more than 3 users, deactivate the extras first
- If you have more than 1 pipeline, archive the extras first
- Custom fields beyond Free’s limit get marked read-only (data preserved; not editable until you upgrade again)
Common questions
“What happens if I don’t pay?”
On Pro, if a renewal fails, you have 14 days of grace before the workspace downgrades to Free. During grace, full Pro features remain — TatvaCRM emails you reminders. After grace, the workspace downgrades and Pro features become read-only.
“Can I cancel anytime?”
Yes. Cancel from Settings → Billing. On annual plans, your access continues until the end of the paid period (no refund for unused months by default — contact support for exceptions).
“If I have two workspaces, do I pay twice?”
Yes — each workspace has its own plan. Two workspaces on Pro = two separate subscriptions, each with its own seat count and billing.
What to read next
- Create your tenant
- Invite your team — seat-related guidance