Productivity Tools
Nobody buys a CRM for the search bar. Or the CSV importer. Or the email template editor. But these are the features your team will use fifty times more often than the pipeline board. They're the difference between a CRM that feels like work and one that feels like a superpower.
Global search — Ctrl + K
You're on a call. The client says, "We spoke about a discount last month." You need the details in three seconds — not thirty. Hit Ctrl+K, type the first few letters of their name, and you're looking at their full profile before they finish their sentence.
TatvaCRM's global search uses PostgreSQL full-text search with prefix matching. It searches across contacts, companies, deals, and leads simultaneously. No separate search pages, no waiting for results to load. Type, find, done.
CSV import — bring your world with you
You have 2,000 contacts in a spreadsheet. Or 10,000. Or you're migrating from another CRM. The import tool handles it in three steps:
Imports run in the background via a job queue. Upload 10,000 contacts and keep working — you'll get a notification when it's done.
CSV export — your data is never locked in
Export your contacts, companies, deals, or leads to CSV at any time. Your data is yours — always. No hoops, no "contact support" requests, no waiting periods.
Export is restricted to Owner and Admin roles by default. This prevents the scenario every business fears: someone downloading your entire customer database on their last day. The audit trail logs every export with a timestamp and the user who triggered it.
Email templates with merge fields
Your team sends the same follow-up email 20 times a week. Instead of retyping it each time (or copy-pasting and forgetting to change the name), create a template once and reuse it everywhere.
{{senderName}}
Merge fields pull data directly from the contact and deal records. One click to send a personalised email that looks like you wrote it from scratch.
Tags — your own way of organising
Tags are freeform labels you can attach to any contact, company, or deal. There are no predefined categories — use whatever makes sense for your business.
A real estate agency might use: "NRI buyer," "ready to close," "site visit done," "loan approved." A SaaS company might use: "enterprise lead," "churned," "upsell candidate," "conference 2026." Filter any list by tag to instantly segment your data without building complex queries.
File attachments — everything in one place
Attach proposals, contracts, invoices, and meeting notes directly to contacts, companies, or deals. No more digging through email attachments or shared drives to find "that PDF we sent them in January."
Files are stored securely on cloud storage with access controlled by the same role and visibility permissions as the parent record. If you can see the deal, you can see its files. If you can't, you can't.
Custom fields — your business, your data model
Every business tracks different things. A logistics company needs "fleet size." A recruitment firm needs "notice period." A real estate developer needs "RERA number." Custom fields let you add exactly the data points your business needs.
Five field types:
Industry examples: