Insightly CRM Mobile App Upgrade

We're excited to share that the Insightly CRM Mobile App has undergone a major technical upgrade — rebuilt in Flutter to deliver faster performance, improved reliability, and a consistent experience across Android and iOS devices.

While this change sets the stage for a stronger, more scalable mobile platform, a few existing features will be temporarily unavailable during the transition. These functionalities are being reworked for full compatibility with the new Flutter framework and are scheduled to return in a future update.

Release Date: March 2026 
Effective Platforms: Android and iOS


What’s Covered in the New App

The updated mobile app continues to support all your key CRM workflows, including:

  • Contacts & Organizations: View, edit, and create new records on the go.

  • Opportunities: Track deals, update stages, and manage pipelines.

  • Tasks & Leads: Manage to-dos, due dates, and priorities.

  • Projects & Pipelines: Keep project progress and milestones visible anywhere.

  • Calendar: Access your Insightly calendar and upcoming activities.

  • Emails: View and log emails to contacts, leads, and opportunities.

  • Help & Feedback: Quickly access help articles or contact support.

  • Standard & Custom Objects: Full mobile access to both standard CRM objects and custom fields.

  • Sorting, Grouping & Tags: Easily organize and filter lists.

  • Notifications: Stay updated on key activity alerts.

  • Settings: Manage your preferences and app configuration.


Temporarily Unavailable (Returning in a future update)

As part of the Flutter conversion, a few features have been paused while we rebuild them for optimal performance and integration:


Feature

Previous Functionality

Status

Add Contacts via Business Card Scan

Use your camera to scan and auto-create a contact

Temporarily unavailable

Import Device Contacts

Import contacts directly from your phone’s address book

Temporarily unavailable

Sync Device Calendar Events

Sync phone calendar events into the Insightly in-app calendar

Temporarily unavailable

Notification Settings – Reminders

Customize reminders for upcoming tasks/events

Temporarily unavailable

Notification Settings – New Assignments

Alerts for newly assigned records

Temporarily unavailable

Notification Settings – Followed Records

Alerts for changes to followed records

Temporarily unavailable

Comment System & Comment Threads

View or add threaded comments on records

Temporarily unavailable

Quick Actions (Long-Press App Icon)

Access shortcuts by long-pressing the app icon

Temporarily unavailable

Share Contacts from Other Apps

Initiate sharing of contacts into Insightly from other apps

Temporarily unavailable

Audio Notes

Record and attach audio notes to records

Temporarily unavailable

Custom Buttonsallow users to perform specific actions quickly

Temporarily unavailable



Why These Changes Are Happening

The new Flutter-based app framework modernizes our entire mobile experience — allowing faster updates, consistent cross-platform design, and future integrations with Insightly Copilot and enhanced CRM analytics.

To make that possible, certain legacy components needed to be rebuilt from the ground up. Rather than delay the entire release, we're rolling out the core functionality now and will progressively restore additional features in a future update.


Need Help?

If you have questions or feedback about these changes, please contact Insightly Support through the app’s Help & Feedback section or visit our Help Center.

We appreciate your patience and understanding as we continue improving Insightly Mobile to deliver a faster, more powerful experience.

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