---
title: TatvaCRM Reviews
meta_title: 'TatvaCRM Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how TatvaCRM works for a business like yours.
date_modified: '2026-06-04'
parent_category:
  name: Sales Tools
  url: https://www.g2.com/categories/sales-tools
---


# TatvaCRM Reviews
**Vendor:** Tatva Fintech  
**Category:** [CRM Software](https://www.g2.com/categories/crm)
## About TatvaCRM
TatvaCRM is a customer relationship management (CRM) software designed for Indian BFSI businesses — NBFCs, DSAs (Direct Selling Agents), insurance agents, debt advisory firms — and SMBs across sales, agencies, manufacturing. Built by Tatva Fintech Private Limited in Pune, India. What makes TatvaCRM different from generic CRMs: • Loan-file-shaped data model — built for the loan origination workflow, not retrofitted from a generic deal pipeline • Multi-lender applications — one applicant, many loan files across different banks/NBFCs • DSA agent network management — sub-DSA hierarchies, commission splits, payout grids • Insurance renewal calendar — automated reminders aligned with IRDAI workflows • Schema-per-tenant PostgreSQL isolation — every customer gets their own database schema (not just row-level) • DPDP-compliant by design — India's Digital Personal Data Protection Act • INR-native pricing — no currency conversion games, no minimum seat counts • Free forever for small teams — no credit card, no trial expiry Standard CRM modules: contacts, companies, deals, leads, tasks, activities, custom fields, custom pipelines, RBAC with own / team / everything visibility, bulk import/export, email integration, file uploads. Target customers: • NBFCs (retail and MSME lending) • Loan DSAs for home loans, LAP, personal loans • Insurance agents and POSPs • Debt advisory and corporate finance firms • SMB sales teams in India (manufacturing, digital agencies, real estate) Founded by Anil Agarwal, a Chartered Accountant with 15+ years in BFSI advisory at PwC, ICICI Bank, and Finnova Advisory Services. Website: https://tatvacrm.com LinkedIn: https://www.linkedin.com/company/tatvacrm






- [View TatvaCRM pricing details and edition comparison](https://www.g2.com/products/tatvacrm/reviews?section=pricing&secure%5Bexpires_at%5D=2026-09-12+09%3A02%3A14+-0500&secure%5Bsession_id%5D=a1d84dd9-68b4-457f-9349-4d54fb82f05f&secure%5Btoken%5D=a4454ff3dc3e237ea7b89de45eef3cb386413be8816b63242194200c82a51ea6&format=llm_user)

## TatvaCRM Features
**Sales Force Automation**
- Contact & Account Management
- Partner Relationship Mgmt. (PRM)
- Opportunity & Pipeline Mgmt.
- Task / Activity Management
- Territory & Quota Management
- Desktop Integration
- Product & Price List Management
- Quote & Order Management
- Customer Contract Management
- Contract/License Management

**Marketing Automation**
- Email Marketing
- Campaign Management
- Lead Management
- Marketing ROI Analytics
- Email Management
- File Management
- Deal Management

**Customer Support**
- Case Management
- Customer Support Portal
- Knowledge Base
- Call Center Features
- Support Analytics
- Workflow Management
- Opportunity Management
- Sales Pipeline Management
- Reporting/Analytics
- Calendar Management
- Pipeline Management
- Content Management
- Communication Management
- Visual Analytics
- Template Management
- Predictive Analytics
- Document Management
- Channel Management
- Commission Management
- Field Sales Management

**Reporting & Analytics**
- Reporting
- Dashboards
- Forecasting

**Mobile & Social**
- Social Collaboration Features
- Social Network Integration
- Mobile User Support
- Third-Party Integrations
- Social Media Integration
- Customer Support
- Multi-Channel Social Integration

**Platform**
- Customization
- Workflow Capability
- User, Role, and Access Management
- Internationalization
- Sandbox / Test Environments
- Document & Content Mgmt.
- Performance and Reliability
- Output Document Generation
- Mobile Access
- Lead Generation

**Integration**
- Data Import & Export Tools
- Integration APIs
- Breadth of Partner Applications
- Third-Party Integration
- Internal Chat Integration
- Collaboration Tools
- Prospecting Tools
- Real-Time Data

**Generative AI**
- AI Text Generation
- Generative AI
- Proposal Generation

**Agentic AI - CRM**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making
- Calendar/Reminder System

**Additional Functionality**
- Search/Filter
- Alerts/Notifications
- Data Import/Export
- Lead Capture
- Batch Processing
- Email Tracking
- Tagging
- Pipeline Reports
- Drag & Drop
- Segmentation
- Customizable Fields
- Role-Based Permissions
- Interaction Tracking
- CRM
- Document Storage
- AI Copilot
- Contact Database
- Referral Tracking
- Quotes/Estimates
- Multi-Channel Communication
- Lead Qualification
- Marketing Automation
- Email Templates
- Sales Reports
- Customer Journey Mapping
- Reminders
- Lead Scoring
- Data Security
- Customizable Reports
- Calendar Sync
- For Startups
- Performance Metrics
- Sales Trend Analysis
- For iPad Devices
- Customizable Templates
- Activity Tracking
- Reporting & Statistics
- For Mac Devices
- Landing Pages/Web Forms
- Lead Nurturing
- Gamification
- Prioritization
- Web-based Deployment
- Softphone
- Single Sign On
- Customer Database
- Event Triggered Actions
- Mobile App
- Email Sequences
- Customer Segmentation
- Lead Assignment
- For Small Businesses
- Live Chat
- Business Card/Badge Scanning
- Data Visualization
- Customer Social Profiles
- Social Promotion
- Monitoring
- Engagement Tracking
- Social Media Monitoring
- Customer Engagement
- Sentiment Analysis
- Brand Tracking
- Audience Targeting
- Workflow Automation

## Top TatvaCRM Alternatives
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