TatvaCRM

TatvaCRM

Tatva Fintech Private Limited
The Madison System

The Madison System

Madison Associates
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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.

About

The Madison System is a comprehensive, browser-based commercial loan software solution for lenders and brokers. Intuitive and easy-to-use, The Madison System provides commercial loan review, loan portfolio management, and loan portfolio management. With The Madison System, you can easily track all your loans, collateral, and contacts as well as seamlessly manage your entire commercial loan portfolio. Key features include task lists, pipeline and investor reports, loan status, ticklers, and the ability to save documents.

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

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.

Audience

The Madison System targets commercial lenders such as savings banks, commercial banks, and commercial loan brokers. This cutting-edge loan software solution is ideal for companies with five or more users.

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

Pricing

$0
Free Version
Free Trial

Pricing

No information available.
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

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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

Tatva Fintech Private Limited
Founded: 2025
India
tatvacrm.com

Company Information

Madison Associates
Founded: 2001
United States
www.madisonassociatesllc.com

Alternatives

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Alternatives

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Loan Blaster

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Precision LM

Precision LM

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Jocata GRID

Jocata GRID

Jocata Financial Advisory & Technology
Mortgage+Care

Mortgage+Care

Consulting Plus
FinAccSaas

FinAccSaas

FinAcc Technologies
Kwik-Loan

Kwik-Loan

Emphasys

Categories

CRM

Categories

Loan Origination Features

Amortization Schedule
Audit Trail
Closing Documents
Compliance Management
Customer Database
Digital Signature
Document Management
Fee Management
Loan Processing
Online Application

Integrations

No info available.

Integrations

No info available.
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