Compare Erpisto CRM vs. TatvaCRM

Manage your expenses, personalize invoices, generate reports, and much more, all within a single platform. Say goodbye to cumbersome booking forms and lengthy menus—initiate your free trial today. During your trial, one of Erpisto's specialists will be available to guide you in selecting the ideal HR platform tailored for your business's growth. From negotiations to sales order processing and invoicing, Erpisto simplifies routine business operations, allowing you to concentrate on what truly matters—your enterprise. With role-based permissions, you can easily invite colleagues to your organization, enabling them to log their hours, access reports, or oversee financial accounts. As your company expands, you can integrate more than 30 additional Erpisto applications to efficiently manage every facet of your operations from any location. Erpisto is proudly developed and backed by Bilytica Global Group, which operates across eight countries and supports over 6,000 cloud-based businesses. For quick assistance and exceptional support, don't hesitate to reach out to us via phone or email, and one of our dedicated support representatives will respond to you promptly. Plus, experience the convenience of managing your business seamlessly from anywhere.

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.