Ferrylend

Ferrylend

Digital Mundo LLC
TatvaCRM

TatvaCRM

Tatva Fintech Private Limited
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About

Ferrylend is a browser-based CRM for MCA brokers, ISOs, funders and business-lending teams. It organizes leads, merchants, lender criteria, submissions, offers, funding, commissions and renewals in one pipeline. Teams can import CSV or XLSX leads, collect applications through merchant links and store bank-statement documents. Ferrylend compares deals with saved lender rules, prepares lender-specific submissions, compares offer terms, and tracks commissions, remittances and renewals. AI extracts deposits, balances, NSFs, negative days and existing positions from statement PDFs for review. The system supports merchant cash advances, business loans, lines of credit, SBA, equipment-finance and factoring deals. Users can send submissions through connected Gmail and manage access to sensitive information with encryption, field masking, role-based permissions and audit logs.

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 Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

MCA brokers, ISOs, funders, and business loan brokers who place deals with several lenders.

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 Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

$69/month/user
Core is $69 per user per month and Pro is $99 per user per month, billed monthly. There is no seat minimum. The one-time setup fee is $999 per workspace, waived for workspaces created through December 31, 2026, and data migration from your current CRM is included. AI bank-statement reading is metered by page ($0.05 per page on Core and $0.03 per page on Pro). Pro includes 500 AI lender-reply reads per month. E-signature and Kixie integrations are add-ons; Pro includes one e-signature provider.
Free Version Not Supported
Free Trial Not Supported

Pricing

$0
Free Version Supported
Free Trial Not Supported

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 Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

Digital Mundo LLC
Founded: 2026
Fort Lauderdale, FL, United States
ferrylend.com

Company Information

Tatva Fintech Private Limited
Founded: 2025
India
tatvacrm.com

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HUD LITE

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Categories

Financial CRM Supported

Categories

CRM Supported

Integrations

BoldSign Supported
Gmail Supported
Kixie PowerCall & SMS Supported
PandaDoc Supported

Integrations

BoldSign Not Supported
Gmail Not Supported
Kixie PowerCall & SMS Not Supported
PandaDoc Not Supported
Claim Ferrylend and update features and information
Claim Ferrylend and update features and information
Claim TatvaCRM and update features and information
Claim TatvaCRM and update features and information