FerrylendDigital Mundo LLC
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TatvaCRMTatva Fintech Private Limited
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Related Products
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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.
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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
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
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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
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Audience
MCA brokers, ISOs, funders, and business loan brokers who place deals with several lenders.
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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
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and VideosNo images available
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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
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Pricing
$0
Free Version
Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Company InformationDigital Mundo LLC
Founded: 2026
Fort Lauderdale, FL, United States
ferrylend.com
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Company InformationTatva Fintech Private Limited
Founded: 2025
India
tatvacrm.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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Integrations
BoldSign
Supported
Gmail
Supported
Kixie PowerCall & SMS
Supported
PandaDoc
Supported
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Integrations
BoldSign
Not Supported
Gmail
Not Supported
Kixie PowerCall & SMS
Not Supported
PandaDoc
Not Supported
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