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Description
Oli AI is a conversational AI platform designed for enterprises that enables businesses to automate and enhance customer interactions through both voice and chat channels. With the aid of advanced AI-driven voice and chat agents, Oli AI caters to a variety of applications such as customer support, lead engagement, debt collections, appointment notifications, follow-up communications, and multilingual interactions. Specifically tailored for high-demand enterprise settings, Oli AI empowers organizations to boost operational efficiency, expand engagement capabilities, and provide uniform customer experiences while avoiding the need to proportionately increase team sizes. The platform effectively serves a diverse range of industries, including Banking, Financial Services and Insurance (BFSI), Non-Banking Financial Companies (NBFC), insurance, healthcare, retail, e-commerce, educational technology (EdTech), logistics, and travel, showcasing its versatility and adaptability in meeting different business needs. By leveraging Oli AI, companies can significantly streamline their processes and enhance overall customer satisfaction.
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
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Screenshots View All
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Integrations
No details available.
Integrations
No details available.
Pricing Details
₹0.08 per minute
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
Oli AI
Founded
2026
Country
India
Website
oliai.in/
Vendor Details
Company Name
Tatva Fintech Private Limited
Founded
2025
Country
India
Website
tatvacrm.com
Product Features
Conversational AI
Code-free Development
Contextual Guidance
For Developers
Intent Recognition
Multi-Languages
Omni-Channel
On-Screen Chats
Pre-configured Bot
Reusable Components
Sentiment Analysis
Speech Recognition
Speech Synthesis
Virtual Assistant
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