BackshopCMBS.com
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TatvaCRMTatva Fintech Private Limited
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Related Products
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About
Providing a single application that combines workflow and the ability to manage and model both property and loan cash flows. Managing the entire deal, including pipeline, workflow, tasks, approvals, documents, and contacts, from any connected device. Valuing commercial, multifamily, and hotel properties using direct capitalization and discounted cash flow methods. Modeling debt structures that include additional fundings, floating rates, leverage, modifications and extensions. Enabling the easy calculating and reporting of critical statistics like Loan to Value, Debt Service Coverage Ratio and Debt Yield. Preparing complete and comprehensive deal reports in both PDF and Industry Standard XML for all deal counterparties.
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About
TatvaCRM is a CRM built for India's BFSI sector — NBFCs, DSAs (Direct Selling Agents), insurance agents, and debt advisory firms — plus SMBs in sales, agencies, and manufacturing.
What sets it apart from generic CRMs:
Loan-file data model built for loan origination, not a retrofitted deal pipeline
Multi-lender applications — one applicant, many loan files across banks/NBFCs
DSA network management — sub-agent hierarchies, commission splits, payout grids
Insurance renewal calendar with automated reminders
Schema-per-tenant PostgreSQL isolation for each customer
DPDP-compliant by design
INR-native pricing, no minimum seats
Free forever for small teams — no card, no trial expiry
Standard modules: contacts, companies, deals, leads, tasks, activities, custom fields, custom pipelines, role-based access, bulk import/export, email integration, file uploads.
Built in Pune by Tatva Fintech Private Limited, founded by Anil Agarwal, a CA with 15+ years in BFSI advisory.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Anyone looking for a commercial real estate loan origination, management and servicing software
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Audience
Indian BFSI businesses — NBFCs, DSAs, insurance agents, debt advisors plus SMBs and general sales teams in agencies, manufacturing, and real estate needing an everyday CRM.
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and VideosNo images available
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Pricing
No information available.
Free Version
Free Trial
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Pricing
$0
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationCMBS.com
United States
www.backshop.com
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Company InformationTatva Fintech Private Limited
Founded: 2025
India
tatvacrm.com
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Categories |
Categories |
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Commercial Real Estate Features
Brand Management
Cash Flow Analysis
Critical Date Alerts
CRM
Deal Management
For Appraisers
For Brokers
For Investors
For Property Managers
Portfolio Management
Strategic Planning
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Integrations
No info available.
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Integrations
No info available.
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