TatvaCRM

TatvaCRM

Tatva Fintech Private Limited
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About

Grow your business with real-time market intelligence on individual lender and borrower loan activity. Expand your client base with access to thousands of potential customers through one source. Understand your customers’ historical borrowing, regional focus and existing lender relationships. Uncover relationships between companies, directors and shareholders and get clarity on your customers. Monitor your competitors' lending volumes, explore their customer base and lending focus. Source lenders for you or your clients, get the right loan with the right terms when you need it. Create, assign and monitor tasks in the personalised deal room. Know exactly which deal tasks have been completed and which still need to be prioritised with an overview of each of your deals.

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

Intelligent platform for real estate agencies to source lenders for their projects and track market activity

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 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

Native Finance
Founded: 2015
United Kingdom
www.nativefinance.co.uk/solutions/grow

Company Information

Tatva Fintech Private Limited
Founded: 2025
India
tatvacrm.com

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Categories

Categories

CRM

Integrations

No info available.

Integrations

No info available.
Claim Native Finance and update features and information
Claim Native Finance and update features and information
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