TatvaCRM

TatvaCRM

Tatva Fintech Private Limited
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About

Leverage your wholesale business with ShowroomHQ's Customer Relationship Management (CRM) software for multi-line sales agencies and clothing & apparel brands. Track special commission rates, pricing, supplier authorizations, and more. Track who's been called and booked for market appointment. Send individual or bulk emails to customers with the option to filter based on your criteria. Dynamically show your customer accounts on a Google Map. Upload customer data from a variety of sources in minutes.

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

CRM solution for businesses

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

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

ShowroomHQ
Canada
showroomhq.com

Company Information

Tatva Fintech Private Limited
Founded: 2025
India
tatvacrm.com

Alternatives

Alternatives

TatvaPractice

TatvaPractice

TatvaCare
Portal Wholesale CRM

Portal Wholesale CRM

Portal Wholesale
Loan Blaster

Loan Blaster

NBFC Software
CloudNBFC

CloudNBFC

WebCuits IT & Media Solutions
Aleran MarketPlace

Aleran MarketPlace

Aleran Software
Jocata GRID

Jocata GRID

Jocata Financial Advisory & Technology
MerchanNet

MerchanNet

ibuyer
FinAccSaas

FinAccSaas

FinAcc Technologies

Categories

CRM

Categories

CRM

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Integrations

No info available.

Integrations

No info available.
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Claim ShowroomHQ and update features and information
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