TatvaCRMTatva Fintech Private Limited
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Related Products
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About
ORTEX is a comprehensive financial analytics platform that provides real-time data and analysis to empower investors and traders to make informed decisions. The platform offers a wide array of data, including short interest sourced from a vast pool of agent lenders, prime brokers, and broker-dealers, delivering intra-day and historical metrics such as days to cover, shares on loan, utilization rate, cost of borrow, and free float on loan. ORTEX brings you the most timely and accurate Short-interest data available. ORTEX short interest data is sourced from the world's largest combined pool of agent lenders, prime brokers, and broker-dealers who submit their inventory. ORTEX provides intra-day and historical data for days to cover, shares on loan, utilization rate, cost of borrowing, and free-float on loan. ORTEX also provides all relevant US exchange data and relevant institutional short holdings flags so users can access all the information available in one place.
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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
Anyone looking for a solution offering stock data and analysis to improve their operations
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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 Videos |
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 InformationORTEX
United Kingdom
public.ortex.com
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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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