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Ratings and Reviews 0 Ratings
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What is TatvaCRM?
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.
Developed by Tatva Fintech Private Limited in Pune, a company founded by chartered accountant Anil Agarwal, who brings over 15 years of expertise in BFSI advisory, TatvaCRM aspires to optimize operations and improve efficiency within the financial services industry, thereby positioning itself as a vital tool for professionals in this sector. Additionally, the platform is designed with user-friendliness in mind, ensuring that even those new to CRM systems can navigate and utilize its features effectively.
What is DigiPay.Guru?
DigiPay.Guru is a global leader in fintech solutions, offering advanced digital payment services to an array of clients such as banks, fintech firms, financial institutions, non-banking financial entities, and numerous businesses. Our comprehensive offering, branded as DG Bank, includes an extensive suite of products and services like Mobile Money, Agency Banking, International Remittance, eKYC, Prepaid Cards, Merchant Acquiring, and Scan & Thru, which allows us to address a wide spectrum of financial requirements with inventive solutions. By providing these services, we strive to ensure smooth transactions and improve financial accessibility for all our clients, ultimately fostering a more inclusive financial ecosystem. Our commitment to innovation positions us as a preferred partner in the ever-evolving landscape of digital finance.
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
$500
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
DigiPay.Guru
Date Founded
2019
Company Location
India
Company Website
www.digipay.guru/
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