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.

About TatvaCRM

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.

Pricing

Starting Price:
$0
Free Version:
Free Version available.

Integrations

No integrations listed.

Ratings/Reviews

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features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Company Information

Tatva Fintech Private Limited
Founded: 2025
India
tatvacrm.com

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Product Details

Platforms Supported
Cloud
Support
Online

TatvaCRM Frequently Asked Questions

Q: What kinds of users and organization types does TatvaCRM work with?
Q: What languages does TatvaCRM support in their product?
Q: What kind of support options does TatvaCRM offer?
Q: How much does TatvaCRM cost?

TatvaCRM Product Features

CRM

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