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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

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

Screenshots View All

Integrations

WhatsApp No 

Integrations

WhatsApp Yes 

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 

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