TatvaCRM

TatvaCRM is a web-based sales CRM for growing teams, with a particular fit for Indian businesses and lending or insurance operations. Its local fields and sector-specific workflows give it a clearer purpose than a generic contact tracker, but planned automation and reporting leave gaps for teams that rely on them.

Overview

Contacts, companies, leads, a visual pipeline, tasks and activities give a sales team a shared way to manage prospects and deal progress. Dashboards and team permissions add visibility and control as a group grows. Rupees by default, +91 phone fields, GST fields and WhatsApp-ready contact cards make customer records more practical for India-focused operations.

Dedicated lending and insurance builds cover loan files, sanction limits, disbursals, commission splits and renewals. That makes TatvaCRM especially relevant to NBFCs, DSA networks and insurance brokers, rather than only teams with conventional sales cycles. CSV import and export are available on all plans, and one-click data export reduces friction if a business later moves to another system.

Key features

Lead capture and sales pipelines support opportunity tracking, while tasks and activities help record follow-up work. The product also identifies follow-up automation and retention automation, but workflow automation, custom report building, email tracking and task reminders are planned features. Teams that need those functions as established parts of their process should look elsewhere for now.

Email sending and logging are available on paid plans. API access is listed on Professional and Enterprise, making those tiers the relevant choices for teams that need to connect other software. The maker says workspaces use schema-per-tenant isolation, TLS 1.3 in transit, AES-256 at rest and daily backups retained for 30 days; workspaces run on AWS in Mumbai by default. Its stated data-protection posture is aligned with India's DPDP Act 2023 and GDPR-equivalent standards, while SOC 2 remains on its roadmap.

Pricing

Plan	Price and term	Limits and notable inclusions
Free	free, billed forever	3 users, 1,000 records, 1 pipeline and 100 MB storage
Starter	$12 a month, billed annually; $144/user/yr	Per-user with no minimum, 50,000 records, 3 pipelines and 1 GB storage
Professional	$24 a month, billed annually; $288/user/yr	Per-user with no minimum, 500,000 records, 10 pipelines and 10 GB storage
Enterprise	Custom pricing; billed volume pricing	SLA-backed, 5,000,000 records, unlimited pipelines, 100 GB storage and dedicated onboarding

The Free plan is a low-risk starting point for a small team, but its three-user ceiling, single pipeline and 100 MB storage make it a trial-sized workspace rather than a roomy long-term home. Starter raises the record and pipeline limits substantially, though its 1 GB storage and annual billing may matter to teams with larger files or a preference for monthly commitment. Professional costs twice Starter's per-user rate and adds ten times the records, more pipelines and 10 GB storage; it is the more sensible paid tier for teams that need API access or expect their CRM to grow. Enterprise suits larger deployments needing high caps, onboarding and an SLA, but has custom pricing. A 30-day trial is offered, and email support is available on every plan, with guaranteed response times of 48 hours on Starter, 24 hours on Professional and 4 hours on Enterprise.

Platforms

TatvaCRM runs on the web. That covers browser-based use, but teams seeking a listed native mobile app should consider another option.

Who it's for

The maker positions TatvaCRM for teams of 3 to 50. Services firms, consultancies, agencies, distributors, manufacturers, education and healthcare businesses may find its general sales tools useful; NBFCs, DSA networks and insurance brokers have the strongest reason to consider it because of the dedicated lending and insurance workflows. It is less compelling for teams that need mature workflow automation, custom reports, email tracking or task reminders today.

Pros and cons

Pros

• India-oriented rupee, phone, GST and WhatsApp-ready fields reduce adaptation for local customer records.
• Lending and insurance workflows address operational details such as disbursals, commission splits and renewals.
• CSV import and export across every plan, plus one-click export, make data portability straightforward.
• Professional and Enterprise include API access, while paid plans add email sending and logging.

Cons

• Workflow automation, custom report building, email tracking and task reminders are planned, limiting teams that need those capabilities now.
• The Free plan stops at three users, one pipeline and 100 MB of storage.
• Paid per-user plans are billed annually, and Enterprise pricing is custom.
• The product is web-only among the stated platforms.

Alternatives

For a directory of software built for fitness businesses, browse Fitness CRM Software. Fitness operators choosing a more specialized option can compare BuddyPT Fitness CRM, which has Android, iOS and web access and a free tier for 10 clients. UrbanGym is another web-based freemium choice, with a free tier for one location, up to 50 members, two staff accounts and 100 SMS per month.

Mako offers a free Pulse product for attendance review, retention signals and internal follow-up tasks, with its CRM paid separately. MapleConnect is worth comparing for a flat-priced Essential plan at $199 a month that includes full CRM plus automation. GymSales is a gym-focused alternative with Android, iOS, web and API platforms; its subscription terms set fees and included services, with optional SMS charged per credit sent.

Cratio CRM is another paid CRM with a Pro plan at ₹799 a year, a five-user minimum and 18% GST extra. GymShakti instead charges ₹6 a month for each member in the 26–50-member range, with Starter-tier features. Mywellness CRM offers paid plans including custom programs, questionnaires and functional tests, and a hybrid-training tier.

Verdict

TatvaCRM is a sound choice for a small or mid-sized Indian sales team that wants familiar pipeline management alongside local customer fields, or for lending and insurance operators whose workflows match its dedicated builds. Its strongest reasons to choose it are that sector focus and the substantial record headroom on paid plans; its main reason to look elsewhere is that key automation and reporting capabilities remain planned. Start with Free if three users and one pipeline are enough, and move to a paid tier only when its expanded limits or integrations justify annual per-user billing.