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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.
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 Loanbaba?
Loanbaba is an Indian digital lending platform that specializes in providing swift personal loans, enabling customers to receive approval and funds within just 15 minutes. The application process is entirely online and paperless, utilizing RBI-sanctioned video KYC for efficient identity verification. Borrowers can select repayment terms that range from 3 to 18 months, with annual interest rates starting at 18%. To offer these loans, Loanbaba collaborates with RBI-registered Non-Banking Financial Companies (NBFCs), which means that no collateral is required for approval. Additionally, Loanbaba features a mobile application for Android devices, allowing users to easily apply for loans, check the status of their applications, and manage repayment schedules. Applicants must be at least 23 years old, hold a salaried position, and have a minimum net monthly income of ₹25,000 to qualify for the loans. Loanbaba prioritizes user data protection, utilizing encrypted connections to safeguard sensitive information, thus reinforcing its commitment to security. This focus on both user-friendly services and robust security measures positions Loanbaba as an attractive option for those in need of rapid financial support. Moreover, the platform's seamless experience and dedication to customer satisfaction further enhance its appeal in the competitive lending market.
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
Free
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
Loanbaba
Date Founded
2015
Company Location
India
Company Website
www.loanbaba.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