TatvaCRM Reviews & Product Details

TatvaCRM is a customer relationship management (CRM) software designed for Indian BFSI businesses — NBFCs, DSAs (Direct Selling Agents), insurance agents, debt advisory firms — and SMBs across sales, agencies, manufacturing. Built by Tatva Fintech Private Limited in Pune, India. What makes TatvaCRM different from generic CRMs: • Loan-file-shaped data model — built for the loan origination workflow, not retrofitted from a generic deal pipeline • Multi-lender applications — one applicant, many loan files across different banks/NBFCs • DSA agent network management — sub-DSA hierarchies, commission splits, payout grids • Insurance renewal calendar — automated reminders aligned with IRDAI workflows • Schema-per-tenant PostgreSQL isolation — every customer gets their own database schema (not just row-level) • DPDP-compliant by design — India's Digital Personal Data Protection Act • INR-native pricing — no currency conversion games, no minimum seat counts • Free forever for small teams — no credit card, no trial expiry Standard CRM modules: contacts, companies, deals, leads, tasks, activities, custom fields, custom pipelines, RBAC with own / team / everything visibility, bulk import/export, email integration, file uploads. Target customers: • NBFCs (retail and MSME lending) • Loan DSAs for home loans, LAP, personal loans • Insurance agents and POSPs • Debt advisory and corporate finance firms • SMB sales teams in India (manufacturing, digital agencies, real estate) Founded by Anil Agarwal, a Chartered Accountant with 15+ years in BFSI advisory at PwC, ICICI Bank, and Finnova Advisory Services. Website: https://tatvacrm.com LinkedIn: https://www.linkedin.com/company/tatvacrm