TatvaCRMTatva Fintech Private Limited
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TatvaPracticeTatvaCare
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Related Products
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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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About
TatvaPractice by TatvaCare revolutionises medical practice management with its advanced EMR software and clinic management solutions. Streamlining administrative tasks, ensuring DPDP-compliant data management, and enhancing patient care, it's the ultimate tool for healthcare professionals. Accredited by national health authorities, it integrates seamlessly into India's digital health ecosystem, promoting practice growth and superior patient outcomes.
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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
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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Audience
Medical practices
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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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Pricing
$0
Free Version
Free Trial
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Pricing
No information available.
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 InformationTatva Fintech Private Limited
Founded: 2025
India
tatvacrm.com
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Company InformationTatvaCare
Founded: 2020
India
www.tatvacare.in/
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Categories |
Categories |
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Electronic Medical Records (EMR) Features
Appointment Management
Charting
Compliance Tracking
E-Prescribing
E/M Coding
Handwriting Recognition
HIPAA Compliant
Integrated Telehealth
Meaningful Use Certified
MIPS Certified
ONC-ATCB Certified
Patient Portal
Self Service Portal
Voice Recognition
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Integrations
No info available.
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Integrations
No info available.
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