TatvaCRMTatva Fintech Private Limited
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Related Products
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About
Payitoff is a financial technology company that provides embeddable, intelligent debt guidance solutions for banks, lenders, and financial wellness providers. Their platform offers low-code and no-code tools that enable institutions to deliver personalized debt repayment strategies to their customers, enhancing financial outcomes and increasing engagement. By integrating with Payitoff's solutions, organizations can access real-time debt account information and provide actionable guidance, helping customers save an average of $323 per month on federal student loan repayments. The platform supports various debt types, including student loans, credit cards, mortgages, auto loans, and personal loans, aiming to transform debt management into a driver of business success. Empower your customers with intelligent debt guidance to help them achieve the best outcomes, every time. With just a few clicks, customers perform actions in-app, designed to save thousands on their repayment term.
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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
Financial institutions and fintech companies requiring a tool to enhance their services and foster customer loyalty
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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 InformationPayitoff
Founded: 2017
United States
www.payitoff.io
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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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