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features
design
support

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Description

Marvel.ai, an AI-driven platform for business intelligence, can transform your critical operations. Automate and augment your operations with Machine Learning algorithms. This will enable comprehensive data analysis, informed decisions, and a superior customer experience. Use the power of a business intelligence platform to turn your data into actionable insight, driving efficiency and innovative ideas across your enterprise.

Description

TatvaCRM is a specialized customer relationship management system designed specifically for the BFSI sector in India, catering to non-banking financial companies (NBFCs), direct selling agents (DSAs), insurance brokers, and debt advisory firms, as well as small and medium-sized businesses in sales, agencies, and manufacturing. What distinguishes it from conventional CRMs includes a loan-file data architecture tailored for loan origination rather than a repurposed deal pipeline, the ability to handle multi-lender applications allowing one applicant to have multiple loan files with different banks or NBFCs, and comprehensive DSA network management features like sub-agent hierarchies, commission distributions, and payout grids. Additionally, it incorporates an insurance renewal calendar equipped with automated reminders, ensures schema-per-tenant PostgreSQL isolation to protect customer data, is designed to be compliant with Data Protection and Privacy regulations, and features pricing in Indian Rupees with no minimum seat requirements. TatvaCRM is also free indefinitely for small teams, with no need for credit card information or concerns about trial expiration. Standard functionalities include modules for managing contacts, companies, deals, leads, tasks, activities, custom fields, custom pipelines, role-based access, bulk import/export capabilities, email integration, and file uploads. Developed in Pune by Tatva Fintech Private Limited, which was established by Anil Agarwal, a chartered accountant with over 15 years of experience in BFSI advisory, TatvaCRM aims to streamline operations and enhance efficiency in the financial services sector.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

No images available

Integrations

No details available.

Integrations

No details available.

Pricing Details

Use case based product pricing
Free Trial Yes 
Free Version No 

Pricing Details

$0
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

KGiSL

Founded

2003

Country

India

Website

www.kgisl.com/products/ai-driven-business-intelligence-platform/

Vendor Details

Company Name

Tatva Fintech Private Limited

Founded

2025

Country

India

Website

tatvacrm.com

Product Features

Artificial Intelligence

Chatbot Yes 
For Healthcare Yes 
For Sales Yes 
For eCommerce Yes 
Image Recognition Yes 
Machine Learning Yes 
Multi-Language Yes 
Natural Language Processing Yes 
Predictive Analytics Yes 
Process/Workflow Automation Yes 
Rules-Based Automation Yes 
Virtual Personal Assistant (VPA) Yes 

Business Intelligence

Ad Hoc Reports No 
Benchmarking No 
Budgeting & Forecasting Yes 
Dashboard Yes 
Data Analysis Yes 
Key Performance Indicators Yes 
Natural Language Generation (NLG) Yes 
Performance Metrics Yes 
Predictive Analytics Yes 
Profitability Analysis Yes 
Strategic Planning Yes 
Trend / Problem Indicators No 
Visual Analytics Yes 

Product Features

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

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