TatvaCRM

Customer Data Management (CDM)

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

Sales Management

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

Marketing Automation

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

Data Sourcing / Integrations

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

Collaboration Tools

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

Security & Compliance

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

AI & Machine Learning

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

Reporting & Analytics

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

Alerts & Notifications

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