Ratings and Reviews 0 Ratings
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 IndiaCRM?
IndiaCRM is a cloud-based solution aimed at improving customer relationship management specifically for small and medium-sized businesses in India. It seamlessly combines lead capturing and contact management with a visually organized sales pipeline, making deal tracking effortless. The platform's sales features include lead follow-up, detailed reporting, and automation of tasks, while its billing system is designed to comply with GST regulations, accurately calculating CGST, SGST, and IGST. In addition, IndiaCRM provides extra modules for khata management, inventory control, human resources, payroll, and customer portals. Businesses can effortlessly collect leads from web forms and various online marketplaces, with functionalities that support a wide array of industries like real estate, healthcare, education, manufacturing, logistics, and retail. It is accessible through web browsers and mobile applications available on both Android and iOS, ensuring unlimited user access across its multiple business modules. Furthermore, the platform incorporates AI-powered lead scoring and automated task assignments to further enhance sales efficiency, allowing users to refine their workflows effectively. This comprehensive approach helps businesses to not only manage their relationships with customers but also to streamline various administrative processes.
Media
No images available
Media
No images available
Integrations Supported
Integrations Supported
ChatGPT
Claude Desktop
Cursor
Gemini
IndiaMART
Model Context Protocol (MCP)
Perplexity
API Availability
API Availability
Has API
Pricing Information
$0
Free Version
Pricing Information
$0
The free plan includes unlimited users and contacts, with no per-seat charge. The plan includes business modules such as CRM, GST invoicing, HR and payroll, inventory, and customer portal features.
Free Version
Supported Platforms
SaaS
Supported Platforms
SaaS
Android
iPhone
Customer Service / Support
Web-Based Support
Customer Service / Support
Not specified
Training Options
Not specified
Training Options
Not specified
Company Facts
Organization Name
Tatva Fintech Private Limited
Date Founded
2025
Company Location
India
Company Website
tatvacrm.com
Company Facts
Organization Name
IndiaCRM
Date Founded
2023
Company Location
India
Company Website
indiacrm.in
Categories and Features
CRM
Not specified
Categories and Features
CRM
Not specified