# InvestOnline CRM

> InvestOnline CRM (iPhone/iPad app by Abchlor Investments Private Limited.)

- Source: https://appshunter.io/ios/app/investonline-crm/id6760293916 (this page in markdown: same URL + `.md`)
- Developer: [Abchlor Investments Private Limited](https://appshunter.io/developer/1483028581)
- Category: Finance
- Price: Free
- Age rating: 4+
- Requires: iOS 13.0 · 30 MB
- Languages: American English
- Released: 2026-03-19
- Data updated: 2026-05-15
- User reviews in markdown: https://appshunter.io/ios/app/investonline-crm/id6760293916/reviews.md

## What is InvestOnline CRM?

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


## Version history (last 3 releases)

### 1.04 (56) — 2026-05-10

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

### 1.03 (53) — 2026-04-05

v1.0.3 — Clarity Update
We've focused this release on making the app smoother, more consistent and easier to navigate.
Navigation
The hamburger menu now appears consistently across all screens including Transactions, Customers, Client Onboarding and Follow-Ups — so you're never stuck on a screen without easy access to the full menu.
New Settings Screen
A dedicated Settings screen now shows your account details, RM ID, role, app version and support contacts. Admins can also access the new Audit Log directly from Settings.
Audit Log
Administrators can now view a full login history — tracking which devices, platforms and locations each RM has logged in from.
Session Management
The session expiry notification now includes a clear Dismiss button that works reliably. Tapping anywhere on screen also resets your session timer as expected.
Dashboard
Fixed animation glitch on Birthday and Meetings Today sections. Font sizes are now consistent across all dashboard cards.
Transactions
Improved NACH mandate handling — the correct payment flag is now sent based on transaction type, ensuring smoother processing.
Splash Screen
Refreshed with a new purple-to-orange gradient, larger logo and Abchlor branding in the footer.
Bug Fixes

Fixed navigation crash on Main Dashboard
Device Approvals now correctly restricted to admin only
Settings screen name no longer shows "Loading..."
Version number now shows correctly as v1.0.3 throughout the app

As always, thank you for using InvestOnline CRM.
Team Abchlor

### 1.0.0 — 2026-03-19

No release notes.

## More apps by Abchlor Investments Private Limited

- [InvestOnline](https://appshunter.io/ios/app/investonline/id1483028582)

All apps by Abchlor Investments Private Limited: https://appshunter.io/developer/1483028581

## Related topics

[investonline crm](https://appshunter.io/ios/topics/investonline-crm)

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-05-15.*