TatvaCRM

TatvaCRM

Tatva Fintech Private Limited
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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.

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

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.

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

No images available

Screenshots and Videos

No images available

Pricing

₹0.08 per minute
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

This software hasn't been reviewed yet. Be the first to provide a review:

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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

Oli AI
Founded: 2026
India
oliai.in/

Company Information

Tatva Fintech Private Limited
Founded: 2025
India
tatvacrm.com

Alternatives

Alternatives

CloudNBFC

CloudNBFC

WebCuits IT & Media Solutions
Loan Blaster

Loan Blaster

NBFC Software
TatvaPractice

TatvaPractice

TatvaCare

Categories

Categories

CRM

Integrations

No info available.

Integrations

No info available.
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