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Indian-built CRM for BFSI (NBFCs, DSAs, insurance) and SMBs. Free plan forever. INR pricing from ₹449/user/month. DPDP-compliant.
TatvaCRM is a customer relationship management (CRM) software designed for Indian BFSI businesses — NBFCs, DSAs (Direct Selling Agents), insurance agents, debt advisory firms — and SMBs across sales, agencies, manufacturing. Built by Tatva Fintech Private Limited in Pune, India. What makes TatvaCRM different from generic CRMs: • Loan-file-shaped data model — built for the loan origination workflow, not retrofitted from a generic deal pipeline • Multi-lender applications — one applicant, many loan files across different banks/NBFCs • DSA agent network management — sub-DSA hierarchies, commission splits, payout grids • Insurance renewal calendar — automated reminders aligned with IRDAI workflows • Schema-per-tenant PostgreSQL isolation — every customer gets their own database schema (not just row-level) • DPDP-compliant by design — India's Digital Personal Data Protection Act • INR-native pricing — no currency conversion games, no minimum seat counts • Free forever for small teams — no credit card, no trial expiry Standard CRM modules: contacts, companies, deals, leads, tasks, activities, custom fields, custom pipelines, RBAC with own / team / everything visibility, bulk import/export, email integration, file uploads. Target customers: • NBFCs (retail and MSME lending) • Loan DSAs for home loans, LAP, personal loans • Insurance agents and POSPs • Debt advisory and corporate finance firms • SMB sales teams in India (manufacturing, digital agencies, real estate) Founded by Anil Agarwal, a Chartered Accountant with 15+ years in BFSI advisory at PwC, ICICI Bank, and Finnova Advisory Services.
Legal Name
:
Tatva Fintech Private Limited
Business Model
:
Founding Date
:
2025
No. of Employees
:
<10
Core Team
:
1.
Anil agarwal
2025
Company Incorporation
B2B
Client Segment
:
FinTech,
HealthTech / MedTech / Healthcare,
SaaS,
Software,
Technology
Target Companies
:
Startup,
Small Enterprise,
Medium Enterprise
Target Geography
:
Mobicule Technologies, the Mumbai-based BFSI fintech company specializing in full stack phygital debt collection and recovery platform, has been a trusted partner to India's banking and financial services sector for over 18 years. Incorporated in September 2008 and headquartered in Andheri, Mumbai, the company began as a pioneer in mobile field force technology, with some of the country's largest mobile field force deployments across sales and distribution, telecom, and BFSI. It has evolved over nearly two decades into a focused specialist, orchestrating complete debt recovery lifecycles from the first digital nudge to final legal resolution. Mobicule's approach centers on the ""phygital"" model, a deliberate blend of digital technology, human contact centre and field presence designed to make collections faster and fully compliant without eroding customer relationships.
Mobicule Technologies, the Mumbai-based BFSI fintech company specializing in full stack phygital debt collection and recovery platform, has been a trusted partner to India's banking and financial services sector for over 18 years. Incorporated in September 2008 and headquartered in Andheri, Mumbai, the company began as a pioneer in mobile field force technology, with some of the country's largest mobile field force deployments across sales and distribution, telecom, and BFSI. It has evolved over nearly two decades into a focused specialist, orchestrating complete debt recovery lifecycles from the first digital nudge to final legal resolution. Mobicule's approach centers on the ""phygital"" model, a deliberate blend of digital technology, human contact centre and field presence designed to make collections faster and fully compliant without eroding customer relationships.
Frequently Asked Questions
Mobicule Technologies, the Mumbai-based BFSI fintech company specializing in full stack phygital debt collection and recovery platform, has been a trusted partner to India's banking and financial services sector for over 18 years. Incorporated in September 2008 and headquartered in Andheri, Mumbai, the company began as a pioneer in mobile field force technology, with some of the country's largest mobile field force deployments across sales and distribution, telecom, and BFSI. It has evolved over nearly two decades into a focused specialist, orchestrating complete debt recovery lifecycles from the first digital nudge to final legal resolution. Mobicule's approach centers on the ""phygital"" model, a deliberate blend of digital technology, human contact centre and field presence designed to make collections faster and fully compliant without eroding customer relationships.
Mobicule Technologies, the Mumbai-based BFSI fintech company specializing in full stack phygital debt collection and recovery platform, has been a trusted partner to India's banking and financial services sector for over 18 years. Incorporated in September 2008 and headquartered in Andheri, Mumbai, the company began as a pioneer in mobile field force technology, with some of the country's largest mobile field force deployments across sales and distribution, telecom, and BFSI. It has evolved over nearly two decades into a focused specialist, orchestrating complete debt recovery lifecycles from the first digital nudge to final legal resolution. Mobicule's approach centers on the ""phygital"" model, a deliberate blend of digital technology, human contact centre and field presence designed to make collections faster and fully compliant without eroding customer relationships.
