Contacts & Companies
You sell bulk packaging to a procurement manager named Ankit at a mid-size FMCG company. He called you in January, asked for a quote in February, went silent in March, and resurfaced in June saying "we're ready to order." Do you remember what price you quoted? Which SKU? What his boss said about the budget? If your answer is "let me check my email," you're already at a disadvantage. The rep at your competitor who uses a CRM pulled up Ankit's profile in 3 seconds, saw the full conversation history, and sent a follow-up quote before you found the original thread.
Contact management is the foundation of every CRM. It's where every customer relationship lives — not in your inbox, not in a spreadsheet, not in your head. Here's what it looks like in TatvaCRM.
What you see when you open a contact
Every contact in TatvaCRM has a dedicated profile page. It's designed to give you everything you need about a person without clicking away to another screen. The layout has three distinct areas:
Name, email, phone, company, job title, lifecycle stage, and owner. The essential details you glance at first. One click to call, one click to email. If the contact belongs to a company, you see the company name linked — click it and you're on the company profile.
Every interaction in reverse chronological order. Emails sent, calls logged, notes added, deals created, tasks completed. You see who did what and when. New team members can read through a contact's timeline and understand the full relationship history in minutes — no "ask Priya, she handled this account" conversations.
Deals linked to this contact, tasks that mention them, files attached to their record. You see the full commercial relationship: how many deals are open, their total value, and what stage each deal is in. No context switching. No "which folder was that proposal in?"
This three-panel layout means your sales team spends less time searching and more time selling. When a customer calls, you answer with context. When your manager asks about an account, you have the answer in one screen.
Companies
In B2B sales, you don't just sell to people — you sell to organisations. TatvaCRM lets you create company records and link contacts to them. One company can have multiple contacts, and each contact knows which company they belong to.
Example: you sell IT services to TCS. You have three contacts there — Rahul in procurement, Meera in IT, and Suresh who signs off on budgets. In TatvaCRM, all three are linked to the TCS company record. Open the company page and you see every contact, every deal, and every interaction across all three people. You see the total deal value with TCS, not just with one person.
Company records also store billing and shipping addresses, industry, company size, and any custom fields you define. When you send a proposal to Meera, you pull the billing address from the company record — no copy-pasting from an old invoice.
Lifecycle stages
Not every contact is the same. Someone who downloaded your pricing PDF is different from a paying customer who's been with you for two years. Lifecycle stages let you categorise where each contact stands in their journey with your business:
You can filter your contact list by lifecycle stage. Want to see all your opportunities? One click. Want to find leads that have been sitting idle for more than 30 days? Filter by stage + last activity date. Lifecycle stages turn a flat contact list into a segmented, actionable database.
Custom fields
Every business captures different information. A real estate firm needs "property budget" and "preferred location." A SaaS company needs "plan tier" and "renewal date." TatvaCRM lets you add custom fields to contacts and companies so your CRM fits your business — not the other way around.
Custom fields show up on the contact profile, in table columns, and in filters. You can search and sort by them just like built-in fields. The free plan includes up to 5 custom fields; paid plans give you more.
Search and filtering
A CRM is only as good as your ability to find things in it. TatvaCRM gives you three ways to find any contact:
Hit Ctrl+K from anywhere and start typing. TatvaCRM searches across contacts, companies, deals, and tasks using full-text search. Type "ankit fmcg" and you'll find Ankit at the FMCG company in under a second. It searches names, emails, phone numbers, company names, and notes.
On the contacts list page, click the filter icon to build complex queries. Filter by lifecycle stage, owner, company, creation date, last activity, or any custom field. Stack multiple filters to narrow down exactly who you're looking for. "Show me all leads owned by Priya, created in the last 30 days, in the Manufacturing industry."
Click any column header to sort your contact list. Sort by name, company, creation date, last activity, or deal value. Click again to reverse the order. Simple, fast, and works on every column including custom fields.
FAQ
How many contacts can I store on the free plan?
The free plan includes 2,000 records (contacts + companies + deals + leads + tasks combined). That's enough for a small team getting started. The Starter plan gives you 5,000 records, and Professional gives you 50,000 records.
Can I import contacts from a spreadsheet?
Yes. TatvaCRM supports CSV import. Map your spreadsheet columns to CRM fields, preview the data, and import. We handle duplicates by matching on email address. A 1,000-row CSV typically imports in under 5 minutes.
What happens if I delete a company?
Deleting a company is a soft delete — the record is marked as deleted but not permanently removed. Contacts linked to that company are not deleted; their company association is simply cleared. You can always re-link them to a different company.
Is my contact data secure?
Every tenant's data is stored in a separate PostgreSQL schema. Your contacts are completely isolated from other organisations. All data is encrypted in transit (TLS) and access is controlled by role-based permissions — team members only see what their role allows.