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Mobile App: FAQ (CRM)
Short answers about what the CRM mobile app can do. The full guide, including which features are paused after the June 2026 rebuild, is Insightly CRM Mobile App. Service has its own app; see Insightly Service Mobile Application.
What works
Which features are currently unavailable?
Six were paused by the June 2026 rebuild: audio notes, importing device contacts, viewing device calendar events inside the app, in-app notification settings, quick actions from the app icon, and sharing contacts from other apps. See Current feature availability.
Can I change the stage of a pipeline from the mobile app?
Yes. Opportunities and projects can have their stages updated on mobile. See Working.
Can I use tags in the mobile app?
Yes. Sorting, grouping and tags work in the current app.
Can I convert a lead or an opportunity on mobile?
Yes, leads to opportunities and opportunities to projects. See Objects and records.
Can I work with custom objects and custom apps on mobile?
You can view and work with their records. Creating, editing, or deleting the objects and apps themselves is web-only. See Accessing custom objects and applications.
Are dashboards available on mobile?
Yes, to view. Cards cannot be edited or created there. See The Home page.
Does Insightly offer call logging?
Yes, for paid accounts. Starting a call from a contact, lead, or organization detail page creates a task automatically.
How do I scan a business card?
Tap + on Contacts or Leads and choose Scan Business Cards. The card needs a first and last name, must be photographed from the front, and must be in English. See Scanning business cards.
How long can I record audio notes through the mobile app?
Audio Notes is currently unavailable, paused as part of the June 2026 rebuild pending its return. When available, recordings are up to 60 minutes per file.
Connectivity and data
Can I use the Insightly mobile app offline?
No. The app requires a connection; nothing is stored locally, so there is no offline mode.
Which email address does the app send from?
The verified address in Insightly, regardless of what your phone’s mail app is set to. See Email.
Why don’t I get push notifications?
Notifications still arrive; only the in-app notification settings are paused. Set your preferences in the web app and the mobile app honors them.
Why isn’t a task showing on the mobile calendar?
Tasks are placed by due date, or start date if there is no due date. A task with neither does not appear. See The calendar.
Why did the app sign me out?
The app signs you out to install an update; sign back in afterwards. See Installing and updating.
The data looks stale. What do I do?
Pull down on a list or record to refresh. If that doesn’t help, log out and back in, then check for an app update. See Troubleshooting.
Does SSO work on mobile?
No. Neither SAML nor SCIM is supported on the mobile app. See SSO/SAML: FAQ.
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The Insightly Mobile App
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