InvestOnline CRM

Finance

Free · Designed for iPad. Not verified for macOS.

InvestOnline CRM is the official mobile CRM for InvestOnline advisors and relationship managers. Client Management Search and view complete client profiles, portfolios, KYC status and transaction history — anywhere, anytime. Transactions Initiate and track Purchase, SIP, Redemption, Switch, SWP and STP transactions with eNACH mandate support. Client Onboarding Complete end-to-end digital onboarding — email verification, mobile OTP, PAN & KYC, bank details, nominees and FATCA. CRM & Follow-Ups Track leads, schedule follow-ups, log meetings and monitor your sales pipeline. Dashboard Real-time visibility into cash flows, SIP details, rejected transactions, client birthdays and today's meetings. Security Device approval system, biometric session lock, inactivity timeout and full audit trail. For authorised InvestOnline advisors only. © 2026 Abchlor Technology Solutions

Ratings & Reviews

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New in this update: - eNACH mandate activation — clients automatically receive an activation link by email after bank registration - NRI onboarding — foreign mobile numbers now skip OTP and proceed directly to NRI registration - Cart feature — create, manage and submit transaction carts with ease - NACH amount split across folios - Bug fixes and stability improvements

Version 1.04 (56)

The developer, Abchlor Investments Private Limited, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .

  • Data Linked to You

    The following data may be collected and linked to your identity:

    • Financial Info
    • Contact Info
    • Identifiers

Privacy practices may vary, for example, based on the features you use or your age. Learn More

Accessibility

The developer has not yet indicated which accessibility features this app supports. Learn More

Information

Seller
  • Abchlor Investments Private Limited
Size
  • 31.1 MB
Category
  • Finance
Compatibility
Requires iOS 13.0 or later.
  • iPhone
    Requires iOS 13.0 or later.
  • iPad
    Requires iPadOS 13.0 or later.
  • iPod touch
    Requires iOS 13.0 or later.
  • Mac
    Requires macOS 11.0 or later and a Mac with Apple M1 chip or later.
  • Apple Vision
    Requires visionOS 1.0 or later.
Languages
  • English
Age Rating
4+
Copyright
  • © InvestOnline.in 2026
  • Developer Website
  • Privacy Policy

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