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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

IrisApt is a customer relationship management (CRM) software created from our own experiences and over 15 years of sales expertise in running a small enterprise. This cloud-based CRM is designed to be straightforward and sales-focused, making it accessible to users of all backgrounds. Getting started with IrisApt is a breeze, as it requires no installation; simply register your organization, and you're good to go. The software avoids complicated workflows and processes, concentrating instead on deal comprehension and organizing them into intuitive visual categories. IrisApt empowers businesses to efficiently process customer orders and requests while maintaining effective management of customer accounts. Moreover, it enhances the ability of companies to foster relationships with their customers throughout the phases of beginning, sustaining, and concluding those connections. Built on advanced technology and adhering to best CRM practices, IrisApt also allows users the freedom to tailor the application to their preferences with just a few clicks, ensuring a personalized experience. By integrating these features, IrisApt not only simplifies customer management but also enhances overall organizational productivity.

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

API Access

Has API

Screenshots View All

Screenshots View All

No images available

Integrations

Amazon Web Services (AWS)
Archer
BlackBerry Access
Cisco AnyConnect
Google Cloud Platform
IBM Cloud
Microsoft 365
OmegaCube ERP
Oracle Cloud Infrastructure
SAP Cloud Platform

Integrations

Amazon Web Services (AWS)
Archer
BlackBerry Access
Cisco AnyConnect
Google Cloud Platform
IBM Cloud
Microsoft 365
OmegaCube ERP
Oracle Cloud Infrastructure
SAP Cloud Platform

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$0
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

IrisLogic

Founded

2014

Country

United States

Website

irislogic.com/irisapt/

Vendor Details

Company Name

Tatva Fintech Private Limited

Founded

2025

Country

India

Website

tatvacrm.com

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

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