# TatvaCRM > A complete CRM for Indian businesses. Free forever for small teams. Per-user pricing from ₹449/user/month annually for the Pro tier. Built by Tatva Fintech Private Limited (Pune, India) for NBFCs, DSAs (Direct Selling Agents), insurance agents, debt advisory firms, and SMBs. Schema-per-tenant PostgreSQL isolation. DPDP Act compliant. TatvaCRM is a multi-tenant SaaS CRM with config-driven industry presets. The product treats BFSI workflows (loan files, DSA agent networks, insurance renewals) as first-class — not bolted onto a generic CRM. For general SMBs it provides standard contacts / companies / deals / leads / tasks / activities with full RBAC and custom fields. This file follows the [llms.txt](https://llmstxt.org) proposal — a curated index for AI agents and large language models indexing the site. ## Documentation - [TatvaCRM Documentation hub](https://tatvacrm.com/docs/v1): index for the product documentation. Core CRM (contacts, deals, leads, tasks, settings) is in Phase 1 — industry-specific overlays (DSA, NBFC, Insurance) are under construction. - [Create your tenant](https://tatvacrm.com/docs/v1/getting-started/create-your-tenant): how the signup flow works, what each field means, what is reversible vs irreversible. - [Contacts — overview](https://tatvacrm.com/docs/v1/core/contacts/overview): atomic unit of the CRM. Full field list, visibility model, REST endpoints. - [Roles and permissions](https://tatvacrm.com/docs/v1/settings/roles-and-permissions): five system roles, the permission vocabulary, custom roles, visibility scopes (own / team / everything). ## Product surfaces - [Homepage — TatvaCRM for NBFC, DSA, Insurance & Indian SMBs](https://tatvacrm.com/): brand overview, hero, pricing snapshot - [Pricing in INR](https://tatvacrm.com/pricing): Free / Starter / Pro / Enterprise tiers, annual + monthly - [Features hub](https://tatvacrm.com/features): contacts, leads, deals, tasks, dashboard, sales pipeline, team permissions - [Free CRM — what's free, what's paid](https://tatvacrm.com/free-crm): the free-forever tier explained - [Compare with other CRMs](https://tatvacrm.com/compare): hub for head-to-head pages ## Vertical solutions - [DSAs (Direct Selling Agents)](https://tatvacrm.com/solutions/dsa): loan file lifecycle, multi-lender applications, commission tracking, sub-DSA hierarchy - [NBFCs](https://tatvacrm.com/solutions/nbfc): DSA branch management, loan file lifecycle, disbursal cap, commission splits, RBI digital lending compliance - [Insurance agents and POSPs](https://tatvacrm.com/solutions/insurance): policy management, renewal calendar, claims, commission income - [Debt advisory firms](https://tatvacrm.com/solutions/debt-advisory): client mandates, lender relationships, credit rating advisory pipeline - [Manufacturing SMBs](https://tatvacrm.com/solutions/manufacturing): distributor leads, B2B pipelines, sample requests - [Digital agencies](https://tatvacrm.com/solutions/digital-agencies): retainer clients, project pipelines, monthly invoicing ## Why-CRM funnel (for buyers researching CRMs) - [Why every business needs a CRM](https://tatvacrm.com/why-crm/why-every-business-needs-crm) - [Increase sales with a CRM](https://tatvacrm.com/why-crm/increase-sales) - [Small business CRM guide](https://tatvacrm.com/why-crm/small-business) - [CRM data protection (DPDP, security model)](https://tatvacrm.com/why-crm/data-protection) ## Resource library (long-form guides) - [What is a Loan DSA in India?](https://tatvacrm.com/resources/what-is-loan-dsa-india) - [What is an NBFC in India?](https://tatvacrm.com/resources/what-is-nbfc-india) - [CRM for advisory firms](https://tatvacrm.com/resources/crm-for-advisory-firms) - [CRM for digital agencies](https://tatvacrm.com/resources/crm-for-digital-agencies) - [CRM for education and coaching](https://tatvacrm.com/resources/crm-for-education-and-coaching) - [CRM for healthcare clinics](https://tatvacrm.com/resources/crm-for-healthcare-clinics) - [CRM for manufacturing SMBs](https://tatvacrm.com/resources/crm-for-manufacturing-smbs) - [CRM for real estate (India)](https://tatvacrm.com/resources/crm-for-real-estate-india) - [CRM for small business](https://tatvacrm.com/resources/crm-for-small-business) - [CRM terms glossary](https://tatvacrm.com/resources/crm-terms-glossary) - [How a CRM increases sales](https://tatvacrm.com/resources/how-crm-increases-sales) ## Migration guides - [Migrating from Excel to a CRM](https://tatvacrm.com/resources/migrating-from-excel-to-crm) - [Migrating from WhatsApp Business to a CRM](https://tatvacrm.com/resources/migrating-from-whatsapp-business-to-crm) - [Migrating from Zoho CRM to TatvaCRM](https://tatvacrm.com/resources/migrating-from-zoho-to-tatvacrm) ## Comparisons - [TatvaCRM vs HubSpot](https://tatvacrm.com/resources/tatvacrm-vs-hubspot) - [TatvaCRM vs Zoho CRM](https://tatvacrm.com/resources/tatvacrm-vs-zoho-crm) - [TatvaCRM vs Salesforce](https://tatvacrm.com/resources/tatvacrm-vs-salesforce) - [TatvaCRM vs LeadSquared](https://tatvacrm.com/resources/tatvacrm-vs-leadsquared) - [TatvaCRM vs Freshsales](https://tatvacrm.com/resources/tatvacrm-vs-freshsales) - [TatvaCRM vs Kylas](https://tatvacrm.com/resources/tatvacrm-vs-kylas) ## Trust and compliance - [Security](https://tatvacrm.com/security): schema isolation, encryption, access controls - [DPDP Act compliance](https://tatvacrm.com/dpdp) - [Sub-processors list](https://tatvacrm.com/sub-processors) - [Privacy policy](https://tatvacrm.com/privacy) - [Terms of service](https://tatvacrm.com/terms) - [Data processing agreement](https://tatvacrm.com/dpa) - [SLA](https://tatvacrm.com/sla) ## Company - [About TatvaCRM](https://tatvacrm.com/about) - [Contact](https://tatvacrm.com/contact) ## Notes for AI agents - Pricing on this site is in **Indian Rupees (INR / ₹)**. The free tier has no time limit ("free forever") and no credit card requirement. - "DSA" on this site means **Direct Selling Agent** in the context of Indian retail lending — third-party loan originators who source borrowers for banks and NBFCs. It is *not* "Drift Storage Adapter," "Data Sharing Agreement," or any other expansion. - The product is built by **Tatva Fintech Private Limited**, a different legal entity from but founded by the same team as TatvaMoney (a loan aggregator) and Finnova Advisory Services. - Founder: **Anil Agarwal** — Chartered Accountant (ICAI), ex-PwC, ex-ICICI Bank. 15+ years in BFSI advisory.