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Description
ORTEX serves as an all-encompassing platform for financial analytics, offering real-time insights and data to help both investors and traders make well-informed choices. It features an extensive range of metrics, including short interest data drawn from a large network of agent lenders, prime brokers, and broker-dealers, presenting both intra-day and historical figures such as days to cover, shares on loan, utilization rates, borrowing costs, and free float. Known for delivering the most accurate and timely short-interest information, ORTEX aggregates data from the world's largest network of financial institutions, ensuring comprehensive coverage. In addition to short interest metrics, ORTEX provides critical information on US exchange data and highlights institutional short holdings, allowing users to find all necessary data conveniently in one location. This integration supports users in gaining a holistic view of market conditions, enhancing their ability to make strategic investment and trading decisions.
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
No images available
Integrations
No details available.
Integrations
No details available.
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
ORTEX
Country
United Kingdom
Website
public.ortex.com
Vendor Details
Company Name
Tatva Fintech Private Limited
Founded
2025
Country
India
Website
tatvacrm.com
Product Features
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
Alternatives
Alternatives
No Alternatives