Finflux

Finflux

M2P Fintech
TatvaCRM

TatvaCRM

Tatva Fintech Private Limited
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About

Accelerate loan origination, Effectively underwrite & Collect on-time. Finflux serves a wide berth of financial institutions ranging from very traditional joint liability model (JLG) to Non-banking Financial Companies (NBFC) to Universal Banks and Neo entrants. Each of them are unique in their own right but unified by one underlying lending technology. We have undertaken a multitude of measures to mitigate the pandemic ramifications. Be it, our own staff welfare, remote working for us and clients, business continuity, support across the globe through enhanced communication channels, and support for regulatory / apex body guidelines on opting-in, moratoria regimes. Finflux serves a wide berth of financial institutions ranging from very traditional joint liability model (JLG) to Non-banking Financial Companies (NBFC) to Universal Banks and Neo entrants. Each of them are unique in their own right but unified by one underlying lending technology.

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

Banks and lenders looking for a solution to accelerate loan origination

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

No information available.
Free Version
Free Trial

Pricing

$0
Free Version
Free Trial

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

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:

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Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

M2P Fintech
Founded: 2014
India
www.finflux.co

Company Information

Tatva Fintech Private Limited
Founded: 2025
India
tatvacrm.com

Alternatives

Alternatives

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Jocata GRID

Jocata Financial Advisory & Technology
Loan Blaster

Loan Blaster

NBFC Software
FinAccSaas

FinAccSaas

FinAcc Technologies
AOPAY

AOPAY

AOPAY Technology

Categories

Categories

CRM

Loan Origination Features

Amortization Schedule
Audit Trail
Closing Documents
Compliance Management
Customer Database
Digital Signature
Document Management
Fee Management
Loan Processing
Online Application

Integrations

M2P Fintech

Integrations

M2P Fintech
Claim Finflux and update features and information
Claim Finflux and update features and information
Claim TatvaCRM and update features and information
Claim TatvaCRM and update features and information