TatvaCRMTatva Fintech Private Limited
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Related Products
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About
FinStack is a one stop solution for any company to become a fintech powerhouse!
Launch products around lending, investments or PPI wallets while partnering with the best Financial Institutes of the country at the click of a few buttons! No engineers needed.
With FinStack you can:
- Integrate or create any API, data source, custom forms and LMS.
- Build borrower facing journeys and workflows for any loan product.
- Configuring underwriting policies through a powerful BRE.
- Use our powerful Loan Origination System to source loans (Secured or unsecured).
FinStack is already used by multiple NBFCs and FinTechs.
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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
Banks, lenders, fintech
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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 VideosNo images available
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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 InformationFinStack
Founded: 2022
India
finstack.in/
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Company InformationTatva Fintech Private Limited
Founded: 2025
India
tatvacrm.com
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Integrations
No info available.
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Integrations
No info available.
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