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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Proquiro is a specialized software solution designed specifically for the complexities of the Indian real estate market. It is utilized by developers, banks, non-banking financial companies (NBFCs), valuers, and legal professionals to maintain a streamlined and auditable process from the initial land lead to the final decision of either purchasing or rejecting the property. Field teams are equipped to capture GPS-tagged leads, site images, and competitor pricing using mobile devices, enhancing the efficiency of data collection. The platform collaborates on the verification of essential Indian land documents—such as Patta, Chitta, Encumbrance Certificates, FMB sketches, and A-Register—without the need for paper printouts. Pricing intelligence features help determine both entry and exit prices using SRO guideline values and comparisons with nearby projects, while geographic heatmaps reveal areas with concentrated deal activity. Each action taken within the software is meticulously logged, ensuring that acquisition decisions are defensible during reviews. Furthermore, all data is securely hosted within India in AWS Mumbai. Affordable plans begin at just ₹639 per month, making it accessible for various users in the industry. This innovative approach not only simplifies land acquisition but also enhances transparency and accountability in the decision-making process.

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

Screenshots View All

No images available

Integrations

No details available.

Integrations

No details available.

Pricing Details

₹639/month
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

Quiro Tech Solutions

Founded

2026

Country

India

Website

proquiro.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

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