Average Ratings 0 Ratings
Average Ratings 0 Ratings
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.
Description
Vedra AI stands out as the leading platform for Sovereign AI Compliance and Governance. We enable businesses to quickly implement smart, no-code GenAI chatbots in just a few minutes, all while upholding rigorous regulatory standards. Tailored for the data-centric economy, Vedra effectively reconciles the need for swift innovation with the imperatives of data protection. Our solution ensures precise data localization, adhering to essential regulations such as India’s DPDP Act, GDPR, and HIPAA. We mitigate the risks associated with "black box" models through forensic auditability and RAG-based grounding, which helps in eliminating hallucinations. This platform is particularly suited for CTOs and CISOs in highly regulated industries such as BFSI and Healthcare, who seek to maintain tight control over their systems. With capabilities ranging from immediate PDF-to-bot transformation to comprehensive enterprise governance, Vedra provides a robust and secure foundation for AI deployment. Embrace innovation with responsibility and assurance through Vedra AI, where security meets advancement.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
WhatsApp
No
Pricing Details
$0
Free Trial
No
Free Version
Yes
Pricing Details
$100/month
Free Trial
Yes
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
Yes
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
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Tatva Fintech Private Limited
Founded
2025
Country
India
Website
tatvacrm.com
Vendor Details
Company Name
Vedra AI
Founded
2025
Country
India
Website
www.askvedra.ai/
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
Product Features
Chatbot
Call to Action
Yes
Context and Coherence
Yes
Human Takeover
Yes
Inline Media / Videos
No
Machine Learning
Yes
Natural Language Processing
Yes
Payment Integration
No
Prediction
Yes
Ready-made Templates
Yes
Reporting / Analytics
Yes
Sentiment Analysis
Yes
Social Media Integration
Yes