TatvaCRMTatva Fintech Private Limited
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Related Products
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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.
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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.
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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
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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
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Audience
Indian small and medium businesses that want a free CRM with GST invoicing, WhatsApp and IndiaMART lead capture.
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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.
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Not Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Supported
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API
Offers API
Not Supported
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Screenshots and VideosNo images available
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Screenshots and VideosNo images available
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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
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Pricing
$0
Free Version
Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Company InformationIndiaCRM
Founded: 2023
India
indiacrm.in
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Company InformationTatva Fintech Private Limited
Founded: 2025
India
tatvacrm.com
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Categories |
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Integrations
ChatGPT
Supported
Claude Desktop
Supported
Cursor
Supported
Gemini
Supported
IndiaMART
Supported
Model Context Protocol (MCP)
Supported
Perplexity
Supported
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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
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