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Ratings and Reviews 0 Ratings
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TatvaCRM is a tailored customer relationship management platform specifically created for India's BFSI sector, which includes non-banking financial companies (NBFCs), direct selling agents (DSAs), insurance brokers, debt advisory firms, and small to medium-sized enterprises across various industries such as sales, agencies, and manufacturing.
What sets TatvaCRM apart from traditional CRMs is its unique loan-file data architecture designed for loan origination instead of a repurposed deal pipeline, its capability to manage applications from multiple lenders that enables one applicant to maintain distinct loan files with various banks or NBFCs, and its extensive DSA network management functionalities that include sub-agent hierarchies, commission distribution, and payout grids.
Furthermore, it features an insurance renewal calendar with automated reminders, ensures data protection through schema-per-tenant PostgreSQL isolation, complies with Data Protection and Privacy regulations, and offers pricing in Indian Rupees without any minimum seat requirements.
TatvaCRM stands out by providing free access indefinitely for small teams, eliminating the need for credit card information or worries about trial expiration.
The platform's standard functionalities encompass modules that facilitate the management of contacts, companies, deals, leads, tasks, activities, custom fields, and custom pipelines, along with role-based access, bulk import/export capabilities, email integration, and support for file uploads.
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What is Backshop?
Presenting a comprehensive platform that combines workflow management with the modeling of cash flows for both properties and loans. This innovative solution empowers users to manage every detail of a transaction—including pipeline oversight, workflow management, task delegation, approvals, document organization, and contact management—available from any internet-connected device. It supports the valuation of diverse property categories, including commercial, multifamily, and hotel properties, utilizing methods such as direct capitalization and discounted cash flow analysis. In addition, the platform allows for the modeling of intricate debt arrangements, taking into account variables like additional funding, fluctuating interest rates, adjustments in leverage, as well as modifications and extensions. Users will find it easy to calculate and report critical metrics such as Loan to Value, Debt Service Coverage Ratio, and Debt Yield, ensuring access to essential financial data. The platform also simplifies the creation of comprehensive deal reports, which can be exported in PDF format or Industry Standard XML, accommodating the needs of all stakeholders involved in the deal. Not only does this extensive functionality improve operational efficiency, but it also plays a crucial role in minimizing the chances of mistakes in financial reporting. The combination of these features makes the platform an indispensable tool for professionals in the real estate and finance sectors.
Media
No images available
Integrations Supported
Additional information not provided
Integrations Supported
Additional information not provided
API Availability
Has API
API Availability
Has API
Pricing Information
$0
Free Trial Offered?
Free Version
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Tatva Fintech Private Limited
Date Founded
2025
Company Location
India
Company Website
tatvacrm.com
Company Facts
Organization Name
CMBS.com
Company Location
United States
Company Website
www.backshop.com
Categories and Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Categories and Features
Commercial Real Estate
Brand Management
CRM
Cash Flow Analysis
Critical Date Alerts
Deal Management
For Appraisers
For Brokers
For Investors
For Property Managers
Portfolio Management
Strategic Planning