TatvaCRM vs. Extrieve

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.

Extrieve is an AI orchestration platform built for BFSI institutions that need to move AI from pilots into governed, auditable, production-scale operations. The platform governs how AI works with documents, systems, regulations, approvals, and business workflows so every action remains secure, traceable, and compliant. Extrieve is designed for banks and financial institutions where AI must navigate fragmented data, legacy infrastructure, internal governance, regulatory controls, human reviews, and operational procedures. It sits between foundation models, document intelligence, custom ML models, third-party AI APIs, banking systems, and operations teams. The orchestration engine includes maker-checker workflows, audit trails, consent management, DPDP logging, policy enforcement, policy controls, and low-code workflow templates. The integration layer connects with systems such as FinnOne, Finacle, Flexcube, Temenos, LOS, LMS, KYC, onboarding platforms, CRMs, compliance databases, document repositories, and core banking systems. Unified operations bring together case management, exception handling, validation intelligence, human-in-the-loop reviews, governance controls, risk oversight, and operational monitoring. Extrieve supports customer onboarding, identity verification, KYC and KYB review, risk assessment, lending workflows, credit underwriting, income verification, loan document processing, trade finance scrutiny, discrepancy management, customer operations, ReKYC, insurance claims, capital markets documentation, reconciliations, ESG reporting, and compliance monitoring. The platform is vendor agnostic, modular, and designed to integrate with existing AI models, banking systems, and technology investments without locking institutions into one stack.