TatvaCRM

TatvaCRM

Tatva Fintech Private Limited
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About

IndiaCRM is a cloud-based customer relationship management platform for small and medium businesses in India. It combines lead capture and contact management with deal tracking through a visual sales pipeline. Sales tools include lead follow-up, reporting and task automation, while billing features support GST invoices with CGST, SGST and IGST calculations. Additional business modules include khata and inventory tracking, HR and payroll, and customer portals. Businesses can collect leads from web forms and marketplaces, with features for sectors such as real estate, healthcare, education, manufacturing, logistics and retail. IndiaCRM is accessible through a browser and Android and iOS apps. It supports unlimited users across its business modules. AI-assisted lead scoring and task assignment are also available.

About

TatvaCRM is a CRM built for India's BFSI sector — NBFCs, DSAs (Direct Selling Agents), insurance agents, and debt advisory firms — plus SMBs in sales, agencies, and manufacturing. What sets it apart from generic CRMs: Loan-file data model built for loan origination, not a retrofitted deal pipeline Multi-lender applications — one applicant, many loan files across banks/NBFCs DSA network management — sub-agent hierarchies, commission splits, payout grids Insurance renewal calendar with automated reminders Schema-per-tenant PostgreSQL isolation for each customer DPDP-compliant by design INR-native pricing, no minimum seats Free forever for small teams — no card, no trial expiry Standard modules: contacts, companies, deals, leads, tasks, activities, custom fields, custom pipelines, role-based access, bulk import/export, email integration, file uploads. Built in Pune by Tatva Fintech Private Limited, founded by Anil Agarwal, a CA with 15+ years in BFSI advisory.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Not Supported
Android Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Indian small and medium businesses that want a free CRM with GST invoicing, WhatsApp and IndiaMART lead capture.

Audience

Indian BFSI businesses — NBFCs, DSAs, insurance agents, debt advisors plus SMBs and general sales teams in agencies, manufacturing, and real estate needing an everyday CRM.

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Not Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

No images available

Screenshots and Videos

No images available

Pricing

$0
The free plan includes unlimited users and contacts, with no per-seat charge. The plan includes business modules such as CRM, GST invoicing, HR and payroll, inventory, and customer portal features.
Free Version Supported
Free Trial Not Supported

Pricing

$0
Free Version Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

IndiaCRM
Founded: 2023
India
indiacrm.in

Company Information

Tatva Fintech Private Limited
Founded: 2025
India
tatvacrm.com

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Categories

CRM Supported

Categories

CRM Supported

Integrations

ChatGPT Supported
Claude Desktop Supported
Cursor Supported
Gemini Supported
IndiaMART Supported
Model Context Protocol (MCP) Supported
Perplexity Supported

Integrations

ChatGPT Not Supported
Claude Desktop Not Supported
Cursor Not Supported
Gemini Not Supported
IndiaMART Not Supported
Model Context Protocol (MCP) Not Supported
Perplexity Not Supported
Claim IndiaCRM and update features and information
Claim IndiaCRM and update features and information
Claim TatvaCRM and update features and information
Claim TatvaCRM and update features and information