TatvaCRM

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TatvaCRM is the Indian-built CRM for BFSI businesses — NBFCs, DSAs, insurance agents, and debt advisory firms — as well as SMBs in sales, agencies, and manufacturing. It was built by a founder who needed one, rather than adapted from a tool designed for global enterprise sales teams. Alongside standard CRM capabilities such as pipelines, dashboards, custom fields, and role-based access, TatvaCRM includes workflows that BFSI teams actually use: loan-file lifecycle management, multi-lender applications, DSA agent networks with commission splits, and an insurance renewal calendar. It also covers the India essentials every team needs: INR pricing, GST invoicing, UPI and Razorpay payments, and DPDP-compliant data residency. Industry presets come included, with no multi-month implementation and no locked-away enterprise tiers. Pricing starts from ₹449/user/month, with a free plan and same-day setup. Built in India by Tatva Fintech Private Limited, Pune.