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TatvaCRM dashboard
TatvaCRM leads
TatvaCRM reports

TatvaCRM

Brand : Tatva Fintech Pvt. Ltd.

Starting Price:

₹ 559 excl. GST

₹ 660 incl. GST

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TatvaCRM Pricing & Plans

Starter
  • Records (contacts + deals + companies)-10,000
  • Pipelines-3
  • Custom fields per entity-50
  • Storage -1 GB
    • Quantity
    • Monthly

Calculated Price (Exclusive of all taxes)

559
Professional
  • Records (contacts + deals + companies)-50,000
  • Pipelines-10
  • Custom fields per entity-200
  • Storage -10 GB
    • Quantity
    • Monthly

Calculated Price (Exclusive of all taxes)

1249

TatvaCRM Features

Customer Data Management (CDM)

  • icon_check Contact Management Centralizes contacts linking emails, calls, and files in an Indian phone-native format.
  • icon_check Account Management Manages end-to-end institutional relationships, tracking multi-lender applications and loan files.
  • icon_check Customer Profiles Bundles financial records, loan histories, GST IDs, and communication logs into clean views.
  • icon_check Contact Segmentation Buckets clients into target files based on specialized variables or custom metadata tags.
  • icon_check Activity History Keeps an ongoing, chronological log tracking every call note, task update, and deal shift.

Sales Management

  • icon_check Lead Management Captures, organizes, and tracks prospective clients through localized sales pipelines.
  • icon_check Order Management Tracks transaction fulfillments, processing loan file disbursals and active policy issuances.
  • icon_check Quote Management Manages financial projections, fee commissions, and insurance renewal cost structures.
  • icon_check Sales Forecasting Visualizes estimated revenue projections over custom pipelines using real-time Kanban boards.
  • icon_check Deal Management Traces financial paths from initial document collection down to complete bank disbursal.
  • icon_check Sales Automation Streamlines workflows by executing follow-up assignments and triggering overdue alert loops.
  • icon_check Workflow Automation and Management Streamlines lending operations by enforcing steps tracking loans, payouts, and splits.
  • icon_check Opportunity & Pipeline Management Supports up to 10 visual pipelines mapped specifically to banking or commercial workflows.
  • icon_check Contract Management Managing contracts from their creation, execution, and performance tracking to their eventual termination.
  • icon_check Territory Management Assign, monitor, and optimize sales territories to improve regional sales efforts.

Marketing Automation

  • icon_check Email Marketing Features basic electronic mail tracking loops built directly into active customer records.
  • icon_check Campaign Management Coordinates outbox marketing initiatives and tracks basic distribution lists within standard tiers.
  • icon_check Lead Nurturing Schedules follow-ups and automated insurance renewal cues to maintain contact streams.
  • icon_check Customer Journey Tracking Monitors client progress checkpoints over active financial origination milestones.
  • icon_check Customer Segmentation Organizes borrower or client lists based on custom field values up to 200 fields per entity.
  • icon_check Event-Triggered Workflows Activates operational alerts automatically when a deal switches to a new pipeline column.
  • icon_check Automated Campaigns Schedules basic recurring communication workflows matching designated customer target groups.

Data Sourcing / Integrations

  • icon_check Data Import/Export Offers safe bulk uploads and downloads of records through standard CSV and excel structures.
  • icon_check API Access Offers system connection ports to sync backend info rows cleanly with external portals.
  • icon_check Calendar Integration Includes an integrated calendar tool explicitly configured to trace insurance renewals.
  • icon_check Third Party Integrations Bridges external pipelines cleanly with local company tracking hubs or email providers.
  • icon_check Email Marketing Tools Integration Syncs client record entries securely with external mail delivery engines.
  • icon_check Marketing Tools Integration Connects front-end campaign efforts directly into the core customer data platform.
  • icon_check Social Media Integration Manage social media accounts and track customer engagement directly within the CRM.
  • icon_check eCommerce Integrations Sync CRM with eCommerce platforms like Shopify, WooCommerce for a unified customer experience.
  • icon_check Interactive Voice Response (IVR) Integration Integrate CRM with IVR systems to manage customer calls and enhance support.

Collaboration Tools

  • icon_check Team Communication Logs internal notes and assigns tasks among internal agents to bridge internal handoffs.
  • icon_check Task / Activity Management Creates, schedules, and monitors task activities with automated overdue alert systems.
  • icon_check Document Sharing & File Storage Provides up to 10 GB of storage to upload applicant loan files and compliance paperwork.
  • icon_check Omnichannel Support & Engagement Unifies core contact elements including email sync and recorded interaction logs centrally.

Security & Compliance

  • icon_check Audit Trail Automatically captures historical system logs and modifications made across user records.
  • icon_check Data Encryption Protects files by allocating an isolated, encrypted PostgreSQL schema database to each tenant.
  • icon_check Role-Based Access Control (RBAC) Restricts account views and system permissions using owner and custom visibility scopes.
  • icon_check Backup & Disaster Recovery Maintains data redundancy policies over secure, tenant-isolated cloud databases.
  • icon_check GDPR & Data Privacy Engineered to adhere to modern data privacy frameworks including Indian DPDP compliances.

AI & Machine Learning

  • icon_check Predictive Analytics Leverage AI to predict future trends, sales, and customer behavior for better decision-making.
  • icon_check Lead Scoring Use AI to score leads based on their likelihood to convert, helping prioritize sales efforts.
  • icon_check Chatbots Automate customer interactions with AI-driven chatbots to assist or direct inquiries efficiently.

Reporting & Analytics

  • icon_check Real Time Analytics Delivers live pipeline health charts and revenue tracking on visual admin dashboards.
  • icon_check Campaign Performance Provides baseline data summaries to check the reach and output of outbox notification rows.
  • icon_check Custom Dashboards Modifies tracking metrics to view pipeline values, splits, and trends in Indian Rupees.
  • icon_check Sales Performance Reports Generates detailed agent performance logs and DSA payout data over target periods.
  • icon_check Customer Insights Reviews customer data histories to show conversion behaviors across distinct channels.
  • icon_check Forecasting & Trends Evaluates pipeline velocity patterns to estimate future quarterly business closings.
  • icon_check Performance Tracking Monitors team task completion logs to uncover operational blockages early.
  • icon_check Predictive Analytics Leverage AI to predict future trends, sales, and customer behavior for better decision-making.

Alerts & Notifications

  • icon_check Event-Triggered Notifications Generates real-time alerts the moment high-priority task parameters mutate.
  • icon_check Custom Workflow Alerts Pushes direct notifications to staff whenever specific custom conditions are met.
  • icon_check System Errors/Failures Incorporates diagnostic monitoring systems to check application data states.
  • icon_check Customer Interaction Alerts Notifies assigned company managers when a customer submits new application assets.
  • icon_check Workflow Trigger Alerts Pushes internal notifications when automated background task chains activate.
  • icon_check SLA Violations Triggers specialized warning flags if an open loan file markers stall over long intervals.
  • icon_check Lead Activity Alerts Pushes instant alerts to reps when an inbound lead changes stage.

TatvaCRM Specifications

  • Supported Platforms :
  • Device:
  • Deployment :
  • Suitable For :
  • Business Specific:
  • Business Size:
  • Customer Support:
  • Integration:
  • Training:
  • Language:
  • Ubuntu Windows MacOS Linux
  • DesktopMobile
  • Web-Based
  • All Industries
  • All Businesses
  • Small Business, Startups, Medium Business, SMBs, SMEs, MSMEs
  • Forums
  • API Integration
  • Live Online, Documentation, Videos
  • English

TatvaCRM Reviews and Ratings

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Tatva Fintech Pvt. Ltd. Company Details

Brand Name Tatva Fintech Pvt. Ltd.
Information TatvaCRM is a complete CRM for small and medium businesses (SMBs) in India — built by a founder who needed one, not adapted from a tool designed for Silicon Valley sales teams.
Founded Year 2025
Director/Founders Anil Agarwal
Company Size 1-100 Employees

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