TatvaCRM

TatvaCRM

Tatva Fintech Private Limited
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About

Comissio is an insurance-specific commission management platform that centralizes, automates, and streamlines the entire lifecycle of insurance commission processing, tracking, and reporting so agencies can replace manual spreadsheets and fragmented tools with one cloud-based system. It supports single and multi-carrier processing, handles new and recurring commission runs in a single batch, and lets users set customized pay codes, schedules, and hierarchies for agents with varying commission structures. It automates commission calculations, adjustments, and chargebacks, creates ACH files for direct commission payments, and provides real-time dashboards and reporting to improve visibility into beginning balances, advances, recoveries, and ending agent balances. Designed for health, life, and accident insurance businesses, Comissio helps reduce human error, expedite payouts, and simplify complex hierarchies and reconciliation by consolidating data.

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.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Insurance agencies, carriers, FMOs, and finance teams that want a dedicated platform to automate, track, and report commission calculations and payouts accurately

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.

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

$249 per month
Free Version
Free Trial

Pricing

$0
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Comissio
United States
comissio.com

Company Information

Tatva Fintech Private Limited
Founded: 2025
India
tatvacrm.com

Alternatives

Commissionly Tracker

Commissionly Tracker

Commissionly

Alternatives

CloudNBFC

CloudNBFC

WebCuits IT & Media Solutions
Loan Blaster

Loan Blaster

NBFC Software
Jocata GRID

Jocata GRID

Jocata Financial Advisory & Technology
FinAccSaas

FinAccSaas

FinAcc Technologies

Categories

Categories

CRM

Integrations

No info available.

Integrations

No info available.
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