TatvaCRM

TatvaCRM

Tatva Fintech Private Limited
+
+

Related Products

  • Mortgage Automator
    198 Ratings
    Visit Website
  • LendingPad
    302 Ratings
    Visit Website
  • LoanPro
    144 Ratings
    Visit Website
  • Centrex Software
    18 Ratings
    Visit Website
  • Docket
    59 Ratings
    Visit Website
  • SBS Asset Finance
    3 Ratings
    Visit Website
  • Bravo POS for Pawnbrokers
    92 Ratings
    Visit Website
  • Finastra LaserPro
    2 Ratings
    Visit Website
  • Windocks
    7 Ratings
    Visit Website
  • CrankWheel
    220 Ratings
    Visit Website

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

Zyprr allows businesses to connect with customers in a whole new way. It will boost the productivity of your teams so profoundly that they will not want to work any other way. Easily manage all your contacts, accounts, leads, sales pipeline, forecast and customer activities in one place. Best-in-class customer support & help desk service - manage tickets, customer emails, self-service, knowledge base, and more. Stay on top with lead nurturing and drip marketing with integrated campaign management. Inventory items speed up invoicing and order management. Give customers and employees accurate information and full visibility. Secure collaboration and storage for your business. Set reminders so you never miss a contract renewal deadline. Customize your dashboard and add custom reports to see the KPIs and activities that drive your revenue. Integrate with multiple email systems, post comments, get notifications, sync calendars and activities, all in one platform.

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

Businesses searching for a solution to improve their services and increase sales

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

$12 per month
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:

Review this Software

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

Zyprr
United States
www.zyprr.com

Alternatives

TatvaPractice

TatvaPractice

TatvaCare

Alternatives

Zivux.ai

Zivux.ai

Proeffico Solutions Pvt Ltd
Loan Blaster

Loan Blaster

NBFC Software
CompanyHub CRM

CompanyHub CRM

CompanyHub
CloudNBFC

CloudNBFC

WebCuits IT & Media Solutions
Freshsales

Freshsales

Freshworks
Jocata GRID

Jocata GRID

Jocata Financial Advisory & Technology
TatvaCRM

TatvaCRM

Tatva Fintech Private Limited
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.
Claim TatvaCRM and update features and information
Claim TatvaCRM and update features and information
Claim Zyprr and update features and information
Claim Zyprr and update features and information