# TatvaCRM Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about TatvaCRM Software - reviews, pricing plans, popular comparisons to other Financial CRM products and more. Source: https://www.capterra.com/p/10043534/TatvaCRM --- # TatvaCRM Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on June 4, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support) TatvaCRM ## What is TatvaCRM? TatvaCRM is customer relationship management software for Indian small and midsize businesses, financial institutions, and lending networks. It integrates contacts, sales pipelines, tasks, and performance metrics into one platform, addressing issues from fragmented tools. The contact management system links emails, calls, notes, and deals to individual records with search capabilities. A Kanban board tracks deal stages and revenue projections in real time. Task management automates follow-ups with overdue alerts, while the dashboard provides live updates on revenue, pipeline health, and key performance indicators in Indian rupees. TatvaCRM focuses on core sales functions without plugins or AI. Each customer gets an encrypted PostgreSQL database. Features include Indian phone formats, GST fields, and financial figures in lakhs and crores. Workflows support lending and insurance operations, tracking loans, commissions, and policies with bulk import and compliance with data regulations. ## What is TatvaCRM used for? [Financial CRM](https://www.capterra.com/financial-crm-software/) Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price ₹449 Per User, Per Month Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for TatvaCRM?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://tatvacrm.com/&name=TatvaCRM) ## FAQs about TatvaCRM Overview ### What company size and specific industries is TatvaCRM built for? TatvaCRM is designed for businesses in NBFCs, DSA networks, insurance brokerage, advisory firms, real estate, digital agencies, B2B distribution, manufacturing, education, healthcare, and consulting services. The description points to a fit for specialized small to mid-sized and larger organizations across these sectors. Features and Usability ### What are the key features of TatvaCRM? TatvaCRM offers CRM, contact management, customer database, and lead management for tracking prospects and accounts. Core sales features include pipeline management, task management, team assignments, and activity tracking, while access controls/permissions, data import/export, search/filter, activity dashboard, and reporting & statistics support oversight and analysis. Talk to an expert ### More questions? Ask our experts Pricing ### How much does it cost and what fees or limitations are included? TatvaCRM starts with a free plan for up to 3 users, plus a free trial. The Pro plan costs ₹449 per user/month billed annually and includes full BFSI modules, custom fields, and advanced reporting. The Professional Plan is ₹999 per user/month with 50,000 records, 10 pipelines, RBAC, and teams. Getting Started and Support ### What training and onboarding options does TatvaCRM offer? TatvaCRM provides in-person training, live online sessions, webinars, documentation, and videos to help teams get started. In-person and live online formats support guided instruction, webinars cover scheduled group learning, documentation offers written reference material, and videos provide visual step-by-step guidance. Getting Started and Support ### What customer support options does TatvaCRM offer? TatvaCRM provides Email/Help Desk, Phone Support, and Chat. No reviewer feedback is available about support experiences, so user sentiment on response speed, helpfulness, or common issues cannot be summarized from the catalog data. ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Access Controls/Permissions Define levels of authorization for access to specific files or systems Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Activity Tracking Track and document all activities across devices, networks, and other systems Contact Management Manage, organize, and store contact information CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Customer Database A collection of customer information such as contact details, demographics, previous interactions, etc. TatvaCRM 14 features Define levels of authorization for access to specific files or systems Dashboard to view the status of ongoing processes, identify current incidents and track past activities Track and document all activities across devices, networks, and other systems Manage, organize, and store contact information Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system A collection of customer information such as contact details, demographics, previous interactions, etc. Import and export data to and from software applications Financial services institutions such as traditional banks, hedge funds, investment banks, and insurance agencies. Store information about leads or contacts and track, manage and nurture them throughout the sales process Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Reports specific to sales analysis for trends and strategies Search and filter data across systems to locate required information by entering keywords or certain criteria Create, manage and track all task activities and progression Get Advice We can help you find the software with the features you need. ## Pricing Free Trial Free Version Pro ₹449.00 Per User,Per Month It includes: - 10,000 Records - 3 Pipelines - 50 Custom Fields per Entity - Everything in Free Plan - 200 emails/day - Basic reporting Professional Plan ₹999.00 Per User,Per Month It includes: - No minimum user count - 50,000 Records - 10 Pipelines - 200 Custom Fields per Entity - 10 GB Storage - Everything in Starter Plan - Role-Based Access Control (RBAC) & custom roles - Teams & visibility scopes - 1,000 emails/day - DSA reports and toolkit (loan files, splits, disbursals) - Priority queue Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.