TatvaCRMTatva Fintech Private Limited
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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
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.
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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
Businesses searching for a solution to improve their services and increase sales
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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
$12 per month
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 InformationZyprr
United States
www.zyprr.com
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Categories |
Categories |
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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
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Integrations
No info available.
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Integrations
No info available.
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