Built for how Indian businesses
actually work.
Every industry has its own pipeline, its own vocabulary, its own way of tracking deals. We built TatvaCRM to fit yours — not the other way around.
Direct Selling Agents (DSAs)
Track enquiries across lenders, manage file stages from login to disbursement, and calculate commissions automatically.
Insurance Agents
Never miss a renewal. Track every policy, every claim, every cross-sell opportunity across every insurer you represent.
NBFCs
Manage loan applications from enquiry to disbursement. Track borrower documents, credit checks, and disbursement timelines.
Debt Advisory Firms
Track mandates, manage lender relationships, and monitor fee collection across complex multi-lender transactions.
Manufacturing Companies
Track every inquiry, every quotation, every order, every dealer relationship, and every field sales visit from one screen.
Digital Agencies
Manage retainer vs project pipelines, track client renewals, and handle discovery-to-SOW stages with monthly revenue visibility.
Don't see your industry? TatvaCRM works for any team that tracks people, follow-ups, and money.