TatvaCRMTatva Fintech Private Limited
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Related Products
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About
Oli AI is an enterprise conversational AI platform that helps businesses automate and scale customer interactions across voice and chat channels.
Using human-like AI voice and chat agents, Oli AI supports use cases including customer support, lead engagement, collections, appointment reminders, follow-ups, and multilingual customer interactions.
Built for high-volume enterprise environments, Oli AI helps organisations improve operational efficiency, increase engagement capacity, and deliver consistent customer experiences without scaling teams at the same pace.
Oli AI serves businesses across BFSI, NBFC, Insurance, Healthcare, Retail, E-commerce, EdTech, Logistics, and Travel.
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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
Large and mid-sized enterprises with high-volume customer communication needs, including organisations in BFSI, NBFC, Insurance, Healthcare, Retail, E-commerce, EdTech, Logistics, and Travel. Designed for customer support, lead engagement, collections, and customer operations teams looking to automate and scale voice and chat interactions.
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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
₹0.08 per minute
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 InformationOli AI
Founded: 2026
India
oliai.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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