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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Oli AI is a conversational AI platform designed for enterprises that enables businesses to automate and enhance customer interactions through both voice and chat channels. With the aid of advanced AI-driven voice and chat agents, Oli AI caters to a variety of applications such as customer support, lead engagement, debt collections, appointment notifications, follow-up communications, and multilingual interactions. Specifically tailored for high-demand enterprise settings, Oli AI empowers organizations to boost operational efficiency, expand engagement capabilities, and provide uniform customer experiences while avoiding the need to proportionately increase team sizes. The platform effectively serves a diverse range of industries, including Banking, Financial Services and Insurance (BFSI), Non-Banking Financial Companies (NBFC), insurance, healthcare, retail, e-commerce, educational technology (EdTech), logistics, and travel, showcasing its versatility and adaptability in meeting different business needs. By leveraging Oli AI, companies can significantly streamline their processes and enhance overall customer satisfaction.

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 No 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

Adobe Creative Cloud Yes 
HubSpot CRM Yes 
SAP ERP Yes 
Salesforce CRM Analytics Yes 
Zendesk Yes 
Zoho CRM Yes 

Integrations

Adobe Creative Cloud No 
HubSpot CRM No 
SAP ERP No 
Salesforce CRM Analytics No 
Zendesk No 
Zoho CRM No 

Pricing Details

$0.08 per minute
Free Trial Yes 
Free Version No 

Pricing Details

$0
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
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 No 
Live Rep (24/7) No 
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 No 

Types of Training

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

Vendor Details

Company Name

Oli AI

Founded

2026

Country

India

Website

oliai.in/

Vendor Details

Company Name

Tatva Fintech Private Limited

Founded

2025

Country

India

Website

tatvacrm.com

Product Features

Conversational AI

Code-free Development No 
Contextual Guidance Yes 
For Developers Yes 
Intent Recognition Yes 
Multi-Languages Yes 
Omni-Channel No 
On-Screen Chats No 
Pre-configured Bot No 
Reusable Components No 
Sentiment Analysis Yes 
Speech Recognition Yes 
Speech Synthesis Yes 
Virtual Assistant 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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