Insightly CRM5.0.3 - App Store

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Publisher Description

Choose the flexible CRM for fast-growing companies.

Insightly Customer Relationship Management (CRM) and project management is a modern, cloud-based platform built for scaling businesses. Growing teams rely on Insightly to manage customer relationships, leads, sales opportunities, marketing campaigns, and projects in one unified system. Automatically score leads, send timely follow-up, and track every stage of your pipeline with confidence. The Insightly platform is flexible, customizable, and accessible via web browser and mobile app, helping teams stay productive and turn more leads into sales.

Version History - View device calendars in the app
- Bug fixes and performance improvements 5.0.3 Oct 2 Bug fixes and performance improvements 5.0.2 Jul 23 Bug fixes and performance improvements 5.0.1 Jun 22 - Complete rewrite of the mobile app codebase
- Major improvements to load speed and overall performance
- User interface redesigned to be more intuitive and functional
- Some features temporarily disabled to support stability and performance improvements 5.0.0 Jun 1 - Improved Business Scanner accuracy using the latest AI capabilities
- Added support for profile-based app visibility controls
- Bug fixes and performance improvements 4.12.1 11/08/2024 - Improved Business Scanner accuracy using the latest AI capabilities
- Added support for profile-based app visibility controls
- Bug fixes and performance improvements 4.12 11/05/2024 - Added support for searchable drop-downs for Custom Fields
- Added option to set the Owner on conversion from Opportunity to Project
- Added option to copy existing Files and Notes when cloning an Opportunity or Project
- Updated search result layouts for Contacts and Leads
- Bug fixes and performance improvements 4.11 04/30/2024 Fixes issue with dynamic layout rules preventing saves in certain configurations 4.10.4 02/22/2024 Fixes issue with logging in using email and password 4.10.1 12/04/2023 - Custom Buttons: Quickly execute actions directly from a record
- Dashboard Drill Paths: Drill down from card to card through a dataset
- New Action menu option for Organization: Clone This Organization
- Apply validation rules prior to Lead Conversion
- Bug fixes and performance improvements 4.10 09/22/2023 - New Action menu options for Contacts, Leads, Organizations, and Tasks
- Lead Status editor on Lead Details page
- Bug fixes and performance improvements 4.9.1 04/18/2023 - New Action menu options for Contacts, Leads, Organizations, and Tasks
- Lead Status editor on Lead Details page
- Bug fixes and performance improvements 4.9 04/10/2023 - Quote Status editor on the Quote details screen
- Show/hide password on the login screen
- Calendar screen performance improvements
- Bug fixes 4.8 01/17/2023 * Trash Bin for Mobile
* New Bulk Actions: Add Tags, Add Links, Add Note, Change Responsible User (Opportunities, Projects, Leads)
* List view sorting and grouping enhancements 4.7 10/07/2022 - Bug fixes and performance improvements 4.6.1 07/22/2022 - Filter by Tags on list views
- Bulk Actions on list views (Delete, Bulk Edit, Change Record Owner)
- Pipeline Stage Editor (Opportunity and Project Detail screens)
- Email Detail screen improvements
- Bug fixes and performance improvements 4.6 06/28/2022 - Bug fixes and performance improvements 4.5.1 03/24/2022 - Bug fixes and performance improvements 4.5 02/16/2022 - Dark Mode
- Bug fixes and performance improvements 4.4 11/01/2021 - Clone Object - Ability to make copies of objects
- Merge Documents - Generate documents based on templates defined in the Web app
- Change Record Owner - Assign records to a new owner
- Milestones - Add/Edit Milestones for Projects
- Display first linked record in the Tasklist 4.3 07/20/2021 - Business Card Scanner 2.0 - Instant scans using Machine Learning
- Send Email via Insightly - Access to templates configured on the Web app
- Number formatting - Format numbers based on your local device settings
- Bug fixes and stability improvements 4.2 05/26/2021 - Bug fixes and stability improvements 4.1.3 01/12/2021 - Bug fixes and stability improvements 4.1.2 12/07/2020 - Choose between Compact or List View for Tasks
- Select sort field and direction on List Views independently of the Web app
- View Dashboard Cards in full-screen mode 4.1 11/09/2020 Bug fixes and stability improvements 4.0.3 10/07/2020



About Insightly CRM

Insightly CRM is a free app for iOS published in the Vertical Market Apps list of apps, part of Business.

The company that develops Insightly CRM is Insightly Inc. The latest version released by its developer is 5.0.3.

To install Insightly CRM on your iOS device, just click the green Continue To App button above to start the installation process. The app is listed on our website since 2026-10-15 and was downloaded 0 times. We have already checked if the download link is safe, however for your own protection we recommend that you scan the downloaded app with your antivirus. Your antivirus may detect the Insightly CRM as malware if the download link is broken.

How to install Insightly CRM on your iOS device:

  • Click on the Continue To App button on our website. This will redirect you to the App Store.
  • Once the Insightly CRM is shown in the iTunes listing of your iOS device, you can start its download and installation. Tap on the GET button to the right of the app to start downloading it.
  • If you are not logged-in the iOS appstore app, you'll be prompted for your your Apple ID and/or password.
  • After Insightly CRM is downloaded, you'll see an INSTALL button to the right. Tap on it to start the actual installation of the iOS app.
  • Once installation is finished you can tap on the OPEN button to start it. Its icon will also be added to your device home screen.

Program Details

General

Publisher
Insightly Inc
Released Date
2026-10-15
Languages
English

Category

Category
Business
Subcategory
Vertical Market Apps

System requirements

Operating systems
iOS

Download information

File size
105 bytes
Total downloads
0

Pricing

License model
Free
Price

Version History

Here you can find the changelog of Insightly CRM since it was posted on our website on 2016-09-23. The latest version is 5.0.3 and it was updated on Apps112 on 16 October, 2026. See below the changes in each version:

version 5.0.3

posted on 2026-10-15

Version History - View device calendars in the app
- Bug fixes and performance improvements 5.0.3 Oct 2 Bug fixes and performance improvements 5.0.2 Jul 23 Bug fixes and performance improvements 5.0.1 Jun 22 - Complete rewrite of the mobile app codebase
- Major improvements to load speed and overall performance
- User interface redesigned to be more intuitive and functional
- Some features temporarily disabled to support stability and performance improvements 5.0.0 Jun 1 - Improved Business Scanner accuracy using the latest AI capabilities
- Added support for profile-based app visibility controls
- Bug fixes and performance improvements 4.12.1 11/08/2024 - Improved Business Scanner accuracy using the latest AI capabilities
- Added support for profile-based app visibility controls
- Bug fixes and performance improvements 4.12 11/05/2024 - Added support for searchable drop-downs for Custom Fields
- Added option to set the Owner on conversion from Opportunity to Project
- Added option to copy existing Files and Notes when cloning an Opportunity or Project
- Updated search result layouts for Contacts and Leads
- Bug fixes and performance improvements 4.11 04/30/2024 Fixes issue with dynamic layout rules preventing saves in certain configurations 4.10.4 02/22/2024 Fixes issue with logging in using email and password 4.10.1 12/04/2023 - Custom Buttons: Quickly execute actions directly from a record
- Dashboard Drill Paths: Drill down from card to card through a dataset
- New Action menu option for Organization: Clone This Organization
- Apply validation rules prior to Lead Conversion
- Bug fixes and performance improvements 4.10 09/22/2023 - New Action menu options for Contacts, Leads, Organizations, and Tasks
- Lead Status editor on Lead Details page
- Bug fixes and performance improvements 4.9.1 04/18/2023 - New Action menu options for Contacts, Leads, Organizations, and Tasks
- Lead Status editor on Lead Details page
- Bug fixes and performance improvements 4.9 04/10/2023 - Quote Status editor on the Quote details screen
- Show/hide password on the login screen
- Calendar screen performance improvements
- Bug fixes 4.8 01/17/2023 * Trash Bin for Mobile
* New Bulk Actions: Add Tags, Add Links, Add Note, Change Responsible User (Opportunities, Projects, Leads)
* List view sorting and grouping enhancements 4.7 10/07/2022 - Bug fixes and performance improvements 4.6.1 07/22/2022 - Filter by Tags on list views
- Bulk Actions on list views (Delete, Bulk Edit, Change Record Owner)
- Pipeline Stage Editor (Opportunity and Project Detail screens)
- Email Detail screen improvements
- Bug fixes and performance improvements 4.6 06/28/2022 - Bug fixes and performance improvements 4.5.1 03/24/2022 - Bug fixes and performance improvements 4.5 02/16/2022 - Dark Mode
- Bug fixes and performance improvements 4.4 11/01/2021 - Clone Object - Ability to make copies of objects
- Merge Documents - Generate documents based on templates defined in the Web app
- Change Record Owner - Assign records to a new owner
- Milestones - Add/Edit Milestones for Projects
- Display first linked record in the Tasklist 4.3 07/20/2021 - Business Card Scanner 2.0 - Instant scans using Machine Learning
- Send Email via Insightly - Access to templates configured on the Web app
- Number formatting - Format numbers based on your local device settings
- Bug fixes and stability improvements 4.2 05/26/2021 - Bug fixes and stability improvements 4.1.3 01/12/2021 - Bug fixes and stability improvements 4.1.2 12/07/2020 - Choose between Compact or List View for Tasks
- Select sort field and direction on List Views independently of the Web app
- View Dashboard Cards in full-screen mode 4.1 11/09/2020 Bug fixes and stability improvements 4.0.3 10/07/2020

version 5.0.3

posted on 2026-10-08

Version History - View device calendars in the app
- Bug fixes and performance improvements 5.0.3 5d ago Bug fixes and performance improvements 5.0.2 Jul 23 Bug fixes and performance improvements 5.0.1 Jun 22 - Complete rewrite of the mobile app codebase
- Major improvements to load speed and overall performance
- User interface redesigned to be more intuitive and functional
- Some features temporarily disabled to support stability and performance improvements 5.0.0 Jun 1 - Improved Business Scanner accuracy using the latest AI capabilities
- Added support for profile-based app visibility controls
- Bug fixes and performance improvements 4.12.1 11/08/2024 - Improved Business Scanner accuracy using the latest AI capabilities
- Added support for profile-based app visibility controls
- Bug fixes and performance improvements 4.12 11/05/2024 - Added support for searchable drop-downs for Custom Fields
- Added option to set the Owner on conversion from Opportunity to Project
- Added option to copy existing Files and Notes when cloning an Opportunity or Project
- Updated search result layouts for Contacts and Leads
- Bug fixes and performance improvements 4.11 04/30/2024 Fixes issue with dynamic layout rules preventing saves in certain configurations 4.10.4 02/22/2024 Fixes issue with logging in using email and password 4.10.1 12/04/2023 - Custom Buttons: Quickly execute actions directly from a record
- Dashboard Drill Paths: Drill down from card to card through a dataset
- New Action menu option for Organization: Clone This Organization
- Apply validation rules prior to Lead Conversion
- Bug fixes and performance improvements 4.10 09/22/2023 - New Action menu options for Contacts, Leads, Organizations, and Tasks
- Lead Status editor on Lead Details page
- Bug fixes and performance improvements 4.9.1 04/18/2023 - New Action menu options for Contacts, Leads, Organizations, and Tasks
- Lead Status editor on Lead Details page
- Bug fixes and performance improvements 4.9 04/10/2023 - Quote Status editor on the Quote details screen
- Show/hide password on the login screen
- Calendar screen performance improvements
- Bug fixes 4.8 01/17/2023 * Trash Bin for Mobile
* New Bulk Actions: Add Tags, Add Links, Add Note, Change Responsible User (Opportunities, Projects, Leads)
* List view sorting and grouping enhancements 4.7 10/07/2022 - Bug fixes and performance improvements 4.6.1 07/22/2022 - Filter by Tags on list views
- Bulk Actions on list views (Delete, Bulk Edit, Change Record Owner)
- Pipeline Stage Editor (Opportunity and Project Detail screens)
- Email Detail screen improvements
- Bug fixes and performance improvements 4.6 06/28/2022 - Bug fixes and performance improvements 4.5.1 03/24/2022 - Bug fixes and performance improvements 4.5 02/16/2022 - Dark Mode
- Bug fixes and performance improvements 4.4 11/01/2021 - Clone Object - Ability to make copies of objects
- Merge Documents - Generate documents based on templates defined in the Web app
- Change Record Owner - Assign records to a new owner
- Milestones - Add/Edit Milestones for Projects
- Display first linked record in the Tasklist 4.3 07/20/2021 - Business Card Scanner 2.0 - Instant scans using Machine Learning
- Send Email via Insightly - Access to templates configured on the Web app
- Number formatting - Format numbers based on your local device settings
- Bug fixes and stability improvements 4.2 05/26/2021 - Bug fixes and stability improvements 4.1.3 01/12/2021 - Bug fixes and stability improvements 4.1.2 12/07/2020 - Choose between Compact or List View for Tasks
- Select sort field and direction on List Views independently of the Web app
- View Dashboard Cards in full-screen mode 4.1 11/09/2020 Bug fixes and stability improvements 4.0.3 10/07/2020

version 5.0.2

posted on 2026-10-01

Version History Bug fixes and performance improvements 5.0.2 Jul 23 Bug fixes and performance improvements 5.0.1 Jun 22 - Complete rewrite of the mobile app codebase
- Major improvements to load speed and overall performance
- User interface redesigned to be more intuitive and functional
- Some features temporarily disabled to support stability and performance improvements 5.0.0 Jun 1 - Improved Business Scanner accuracy using the latest AI capabilities
- Added support for profile-based app visibility controls
- Bug fixes and performance improvements 4.12.1 11/08/2024 - Improved Business Scanner accuracy using the latest AI capabilities
- Added support for profile-based app visibility controls
- Bug fixes and performance improvements 4.12 11/05/2024 - Added support for searchable drop-downs for Custom Fields
- Added option to set the Owner on conversion from Opportunity to Project
- Added option to copy existing Files and Notes when cloning an Opportunity or Project
- Updated search result layouts for Contacts and Leads
- Bug fixes and performance improvements 4.11 04/30/2024 Fixes issue with dynamic layout rules preventing saves in certain configurations 4.10.4 02/22/2024 Fixes issue with logging in using email and password 4.10.1 12/04/2023 - Custom Buttons: Quickly execute actions directly from a record
- Dashboard Drill Paths: Drill down from card to card through a dataset
- New Action menu option for Organization: Clone This Organization
- Apply validation rules prior to Lead Conversion
- Bug fixes and performance improvements 4.10 09/22/2023 - New Action menu options for Contacts, Leads, Organizations, and Tasks
- Lead Status editor on Lead Details page
- Bug fixes and performance improvements 4.9.1 04/18/2023 - New Action menu options for Contacts, Leads, Organizations, and Tasks
- Lead Status editor on Lead Details page
- Bug fixes and performance improvements 4.9 04/10/2023 - Quote Status editor on the Quote details screen
- Show/hide password on the login screen
- Calendar screen performance improvements
- Bug fixes 4.8 01/17/2023 * Trash Bin for Mobile
* New Bulk Actions: Add Tags, Add Links, Add Note, Change Responsible User (Opportunities, Projects, Leads)
* List view sorting and grouping enhancements 4.7 10/07/2022 - Bug fixes and performance improvements 4.6.1 07/22/2022 - Filter by Tags on list views
- Bulk Actions on list views (Delete, Bulk Edit, Change Record Owner)
- Pipeline Stage Editor (Opportunity and Project Detail screens)
- Email Detail screen improvements
- Bug fixes and performance improvements 4.6 06/28/2022 - Bug fixes and performance improvements 4.5.1 03/24/2022 - Bug fixes and performance improvements 4.5 02/16/2022 - Dark Mode
- Bug fixes and performance improvements 4.4 11/01/2021 - Clone Object - Ability to make copies of objects
- Merge Documents - Generate documents based on templates defined in the Web app
- Change Record Owner - Assign records to a new owner
- Milestones - Add/Edit Milestones for Projects
- Display first linked record in the Tasklist 4.3 07/20/2021 - Business Card Scanner 2.0 - Instant scans using Machine Learning
- Send Email via Insightly - Access to templates configured on the Web app
- Number formatting - Format numbers based on your local device settings
- Bug fixes and stability improvements 4.2 05/26/2021 - Bug fixes and stability improvements 4.1.3 01/12/2021 - Bug fixes and stability improvements 4.1.2 12/07/2020 - Choose between Compact or List View for Tasks
- Select sort field and direction on List Views independently of the Web app
- View Dashboard Cards in full-screen mode 4.1 11/09/2020 Bug fixes and stability improvements 4.0.3 10/07/2020 This is a minor point release that follows the last major release in which we launched a completely rearchitected mobile CRM application with increased speed to load data and login, enhanced security, and the much requested addition of beautiful dashboards and data visualizations to both mobile and tablet form factors.

This release fixes some minor issues encountered with :
- Form layouts in the iOS application
- Opportunity conversion validation issues
- Image custom fields saving 4.0.2 09/01/2020

version 5.0.2

posted on 2026-07-24

Version History Bug fixes and performance improvements 5.0.2 21h ago Bug fixes and performance improvements 5.0.1 Jun 22 - Complete rewrite of the mobile app codebase
- Major improvements to load speed and overall performance
- User interface redesigned to be more intuitive and functional
- Some features temporarily disabled to support stability and performance improvements 5.0.0 Jun 1 - Improved Business Scanner accuracy using the latest AI capabilities
- Added support for profile-based app visibility controls
- Bug fixes and performance improvements 4.12.1 11/08/2024 - Improved Business Scanner accuracy using the latest AI capabilities
- Added support for profile-based app visibility controls
- Bug fixes and performance improvements 4.12 11/05/2024 - Added support for searchable drop-downs for Custom Fields
- Added option to set the Owner on conversion from Opportunity to Project
- Added option to copy existing Files and Notes when cloning an Opportunity or Project
- Updated search result layouts for Contacts and Leads
- Bug fixes and performance improvements 4.11 04/30/2024 Fixes issue with dynamic layout rules preventing saves in certain configurations 4.10.4 02/22/2024 Fixes issue with logging in using email and password 4.10.1 12/04/2023 - Custom Buttons: Quickly execute actions directly from a record
- Dashboard Drill Paths: Drill down from card to card through a dataset
- New Action menu option for Organization: Clone This Organization
- Apply validation rules prior to Lead Conversion
- Bug fixes and performance improvements 4.10 09/22/2023 - New Action menu options for Contacts, Leads, Organizations, and Tasks
- Lead Status editor on Lead Details page
- Bug fixes and performance improvements 4.9.1 04/18/2023 - New Action menu options for Contacts, Leads, Organizations, and Tasks
- Lead Status editor on Lead Details page
- Bug fixes and performance improvements 4.9 04/10/2023 - Quote Status editor on the Quote details screen
- Show/hide password on the login screen
- Calendar screen performance improvements
- Bug fixes 4.8 01/17/2023 * Trash Bin for Mobile
* New Bulk Actions: Add Tags, Add Links, Add Note, Change Responsible User (Opportunities, Projects, Leads)
* List view sorting and grouping enhancements 4.7 10/07/2022 - Bug fixes and performance improvements 4.6.1 07/22/2022 - Filter by Tags on list views
- Bulk Actions on list views (Delete, Bulk Edit, Change Record Owner)
- Pipeline Stage Editor (Opportunity and Project Detail screens)
- Email Detail screen improvements
- Bug fixes and performance improvements 4.6 06/28/2022 - Bug fixes and performance improvements 4.5.1 03/24/2022 - Bug fixes and performance improvements 4.5 02/16/2022 - Dark Mode
- Bug fixes and performance improvements 4.4 11/01/2021 - Clone Object - Ability to make copies of objects
- Merge Documents - Generate documents based on templates defined in the Web app
- Change Record Owner - Assign records to a new owner
- Milestones - Add/Edit Milestones for Projects
- Display first linked record in the Tasklist 4.3 07/20/2021 - Business Card Scanner 2.0 - Instant scans using Machine Learning
- Send Email via Insightly - Access to templates configured on the Web app
- Number formatting - Format numbers based on your local device settings
- Bug fixes and stability improvements 4.2 05/26/2021 - Bug fixes and stability improvements 4.1.3 01/12/2021 - Bug fixes and stability improvements 4.1.2 12/07/2020 - Choose between Compact or List View for Tasks
- Select sort field and direction on List Views independently of the Web app
- View Dashboard Cards in full-screen mode 4.1 11/09/2020 Bug fixes and stability improvements 4.0.3 10/07/2020 This is a minor point release that follows the last major release in which we launched a completely rearchitected mobile CRM application with increased speed to load data and login, enhanced security, and the much requested addition of beautiful dashboards and data visualizations to both mobile and tablet form factors.

This release fixes some minor issues encountered with :
- Form layouts in the iOS application
- Opportunity conversion validation issues
- Image custom fields saving 4.0.2 09/01/2020

version 5.0.1

posted on 2026-07-07

Version History Bug fixes and performance improvements 5.0.1 Jun 22 - Complete rewrite of the mobile app codebase
- Major improvements to load speed and overall performance
- User interface redesigned to be more intuitive and functional
- Some features temporarily disabled to support stability and performance improvements 5.0.0 Jun 1 - Improved Business Scanner accuracy using the latest AI capabilities
- Added support for profile-based app visibility controls
- Bug fixes and performance improvements 4.12.1 11/08/2024 - Improved Business Scanner accuracy using the latest AI capabilities
- Added support for profile-based app visibility controls
- Bug fixes and performance improvements 4.12 11/05/2024 - Added support for searchable drop-downs for Custom Fields
- Added option to set the Owner on conversion from Opportunity to Project
- Added option to copy existing Files and Notes when cloning an Opportunity or Project
- Updated search result layouts for Contacts and Leads
- Bug fixes and performance improvements 4.11 04/30/2024 Fixes issue with dynamic layout rules preventing saves in certain configurations 4.10.4 02/22/2024 Fixes issue with logging in using email and password 4.10.1 12/04/2023 - Custom Buttons: Quickly execute actions directly from a record
- Dashboard Drill Paths: Drill down from card to card through a dataset
- New Action menu option for Organization: Clone This Organization
- Apply validation rules prior to Lead Conversion
- Bug fixes and performance improvements 4.10 09/22/2023 - New Action menu options for Contacts, Leads, Organizations, and Tasks
- Lead Status editor on Lead Details page
- Bug fixes and performance improvements 4.9.1 04/18/2023 - New Action menu options for Contacts, Leads, Organizations, and Tasks
- Lead Status editor on Lead Details page
- Bug fixes and performance improvements 4.9 04/10/2023 - Quote Status editor on the Quote details screen
- Show/hide password on the login screen
- Calendar screen performance improvements
- Bug fixes 4.8 01/17/2023 * Trash Bin for Mobile
* New Bulk Actions: Add Tags, Add Links, Add Note, Change Responsible User (Opportunities, Projects, Leads)
* List view sorting and grouping enhancements 4.7 10/07/2022 - Bug fixes and performance improvements 4.6.1 07/22/2022 - Filter by Tags on list views
- Bulk Actions on list views (Delete, Bulk Edit, Change Record Owner)
- Pipeline Stage Editor (Opportunity and Project Detail screens)
- Email Detail screen improvements
- Bug fixes and performance improvements 4.6 06/28/2022 - Bug fixes and performance improvements 4.5.1 03/24/2022 - Bug fixes and performance improvements 4.5 02/16/2022 - Dark Mode
- Bug fixes and performance improvements 4.4 11/01/2021 - Clone Object - Ability to make copies of objects
- Merge Documents - Generate documents based on templates defined in the Web app
- Change Record Owner - Assign records to a new owner
- Milestones - Add/Edit Milestones for Projects
- Display first linked record in the Tasklist 4.3 07/20/2021 - Business Card Scanner 2.0 - Instant scans using Machine Learning
- Send Email via Insightly - Access to templates configured on the Web app
- Number formatting - Format numbers based on your local device settings
- Bug fixes and stability improvements 4.2 05/26/2021 - Bug fixes and stability improvements 4.1.3 01/12/2021 - Bug fixes and stability improvements 4.1.2 12/07/2020 - Choose between Compact or List View for Tasks
- Select sort field and direction on List Views independently of the Web app
- View Dashboard Cards in full-screen mode 4.1 11/09/2020 Bug fixes and stability improvements 4.0.3 10/07/2020 This is a minor point release that follows the last major release in which we launched a completely rearchitected mobile CRM application with increased speed to load data and login, enhanced security, and the much requested addition of beautiful dashboards and data visualizations to both mobile and tablet form factors.

This release fixes some minor issues encountered with :
- Form layouts in the iOS application
- Opportunity conversion validation issues
- Image custom fields saving 4.0.2 09/01/2020 The new app has been completely rearchitected from the ground-up to deliver the most technically advanced mobile CRM application on the market.

Key features include:

Enhanced Security: With its advanced permissions functionality, Insightly’s Mobile App offers businesses the flexibility to capture different roles within CRM and the added security that each role only sees the customers data that is relevant to them.

Increased Speed: App response speed and the ability to scale to CRM data sets in the millions of records with no synchronization required means customers on the road can get to their critical data much faster.

Beautiful Dashboards: Users can now access all the enterprise-grade dashboards available in Insightly CRM directly on their mobile devices with the full fidelity of the desktop experience.

Better Cohesiveness: Mirroring a concept pioneered by Apple Inc., Insightly now ensures that all views and dashboards created for the web automatically carry across into the new mobile app. This results in an ultra-rich user experience on all devices all the time. 4.0.1 08/18/2020

version 5.0.1

posted on 2026-06-29

Version History Bug fixes and performance improvements 5.0.1 6d ago - Complete rewrite of the mobile app codebase
- Major improvements to load speed and overall performance
- User interface redesigned to be more intuitive and functional
- Some features temporarily disabled to support stability and performance improvements 5.0.0 Jun 1 - Improved Business Scanner accuracy using the latest AI capabilities
- Added support for profile-based app visibility controls
- Bug fixes and performance improvements 4.12.1 11/08/2024 - Improved Business Scanner accuracy using the latest AI capabilities
- Added support for profile-based app visibility controls
- Bug fixes and performance improvements 4.12 11/05/2024 - Added support for searchable drop-downs for Custom Fields
- Added option to set the Owner on conversion from Opportunity to Project
- Added option to copy existing Files and Notes when cloning an Opportunity or Project
- Updated search result layouts for Contacts and Leads
- Bug fixes and performance improvements 4.11 04/30/2024 Fixes issue with dynamic layout rules preventing saves in certain configurations 4.10.4 02/22/2024 Fixes issue with logging in using email and password 4.10.1 12/04/2023 - Custom Buttons: Quickly execute actions directly from a record
- Dashboard Drill Paths: Drill down from card to card through a dataset
- New Action menu option for Organization: Clone This Organization
- Apply validation rules prior to Lead Conversion
- Bug fixes and performance improvements 4.10 09/22/2023 - New Action menu options for Contacts, Leads, Organizations, and Tasks
- Lead Status editor on Lead Details page
- Bug fixes and performance improvements 4.9.1 04/18/2023 - New Action menu options for Contacts, Leads, Organizations, and Tasks
- Lead Status editor on Lead Details page
- Bug fixes and performance improvements 4.9 04/10/2023 - Quote Status editor on the Quote details screen
- Show/hide password on the login screen
- Calendar screen performance improvements
- Bug fixes 4.8 01/17/2023 * Trash Bin for Mobile
* New Bulk Actions: Add Tags, Add Links, Add Note, Change Responsible User (Opportunities, Projects, Leads)
* List view sorting and grouping enhancements 4.7 10/07/2022 - Bug fixes and performance improvements 4.6.1 07/22/2022 - Filter by Tags on list views
- Bulk Actions on list views (Delete, Bulk Edit, Change Record Owner)
- Pipeline Stage Editor (Opportunity and Project Detail screens)
- Email Detail screen improvements
- Bug fixes and performance improvements 4.6 06/28/2022 - Bug fixes and performance improvements 4.5.1 03/24/2022 - Bug fixes and performance improvements 4.5 02/16/2022 - Dark Mode
- Bug fixes and performance improvements 4.4 11/01/2021 - Clone Object - Ability to make copies of objects
- Merge Documents - Generate documents based on templates defined in the Web app
- Change Record Owner - Assign records to a new owner
- Milestones - Add/Edit Milestones for Projects
- Display first linked record in the Tasklist 4.3 07/20/2021 - Business Card Scanner 2.0 - Instant scans using Machine Learning
- Send Email via Insightly - Access to templates configured on the Web app
- Number formatting - Format numbers based on your local device settings
- Bug fixes and stability improvements 4.2 05/26/2021 - Bug fixes and stability improvements 4.1.3 01/12/2021 - Bug fixes and stability improvements 4.1.2 12/07/2020 - Choose between Compact or List View for Tasks
- Select sort field and direction on List Views independently of the Web app
- View Dashboard Cards in full-screen mode 4.1 11/09/2020 Bug fixes and stability improvements 4.0.3 10/07/2020 This is a minor point release that follows the last major release in which we launched a completely rearchitected mobile CRM application with increased speed to load data and login, enhanced security, and the much requested addition of beautiful dashboards and data visualizations to both mobile and tablet form factors.

This release fixes some minor issues encountered with :
- Form layouts in the iOS application
- Opportunity conversion validation issues
- Image custom fields saving 4.0.2 09/01/2020 The new app has been completely rearchitected from the ground-up to deliver the most technically advanced mobile CRM application on the market.

Key features include:

Enhanced Security: With its advanced permissions functionality, Insightly’s Mobile App offers businesses the flexibility to capture different roles within CRM and the added security that each role only sees the customers data that is relevant to them.

Increased Speed: App response speed and the ability to scale to CRM data sets in the millions of records with no synchronization required means customers on the road can get to their critical data much faster.

Beautiful Dashboards: Users can now access all the enterprise-grade dashboards available in Insightly CRM directly on their mobile devices with the full fidelity of the desktop experience.

Better Cohesiveness: Mirroring a concept pioneered by Apple Inc., Insightly now ensures that all views and dashboards created for the web automatically carry across into the new mobile app. This results in an ultra-rich user experience on all devices all the time. 4.0.1 08/18/2020

version 5.0.0

posted on 2026-06-02

Version History - Complete rewrite of the mobile app codebase
- Major improvements to load speed and overall performance
- User interface redesigned to be more intuitive and functional
- Some features temporarily disabled to support stability and performance improvements 5.0.0 22h ago - Improved Business Scanner accuracy using the latest AI capabilities
- Added support for profile-based app visibility controls
- Bug fixes and performance improvements 4.12.1 11/08/2024 - Improved Business Scanner accuracy using the latest AI capabilities
- Added support for profile-based app visibility controls
- Bug fixes and performance improvements 4.12 11/05/2024 - Added support for searchable drop-downs for Custom Fields
- Added option to set the Owner on conversion from Opportunity to Project
- Added option to copy existing Files and Notes when cloning an Opportunity or Project
- Updated search result layouts for Contacts and Leads
- Bug fixes and performance improvements 4.11 04/30/2024 Fixes issue with dynamic layout rules preventing saves in certain configurations 4.10.4 02/22/2024 Fixes issue with logging in using email and password 4.10.1 12/04/2023 - Custom Buttons: Quickly execute actions directly from a record
- Dashboard Drill Paths: Drill down from card to card through a dataset
- New Action menu option for Organization: Clone This Organization
- Apply validation rules prior to Lead Conversion
- Bug fixes and performance improvements 4.10 09/22/2023 - New Action menu options for Contacts, Leads, Organizations, and Tasks
- Lead Status editor on Lead Details page
- Bug fixes and performance improvements 4.9.1 04/18/2023 - New Action menu options for Contacts, Leads, Organizations, and Tasks
- Lead Status editor on Lead Details page
- Bug fixes and performance improvements 4.9 04/10/2023 - Quote Status editor on the Quote details screen
- Show/hide password on the login screen
- Calendar screen performance improvements
- Bug fixes 4.8 01/17/2023 * Trash Bin for Mobile
* New Bulk Actions: Add Tags, Add Links, Add Note, Change Responsible User (Opportunities, Projects, Leads)
* List view sorting and grouping enhancements 4.7 10/07/2022 - Bug fixes and performance improvements 4.6.1 07/22/2022 - Filter by Tags on list views
- Bulk Actions on list views (Delete, Bulk Edit, Change Record Owner)
- Pipeline Stage Editor (Opportunity and Project Detail screens)
- Email Detail screen improvements
- Bug fixes and performance improvements 4.6 06/28/2022 - Bug fixes and performance improvements 4.5.1 03/24/2022 - Bug fixes and performance improvements 4.5 02/16/2022 - Dark Mode
- Bug fixes and performance improvements 4.4 11/01/2021 - Clone Object - Ability to make copies of objects
- Merge Documents - Generate documents based on templates defined in the Web app
- Change Record Owner - Assign records to a new owner
- Milestones - Add/Edit Milestones for Projects
- Display first linked record in the Tasklist 4.3 07/20/2021 - Business Card Scanner 2.0 - Instant scans using Machine Learning
- Send Email via Insightly - Access to templates configured on the Web app
- Number formatting - Format numbers based on your local device settings
- Bug fixes and stability improvements 4.2 05/26/2021 - Bug fixes and stability improvements 4.1.3 01/12/2021 - Bug fixes and stability improvements 4.1.2 12/07/2020 - Choose between Compact or List View for Tasks
- Select sort field and direction on List Views independently of the Web app
- View Dashboard Cards in full-screen mode 4.1 11/09/2020 Bug fixes and stability improvements 4.0.3 10/07/2020 This is a minor point release that follows the last major release in which we launched a completely rearchitected mobile CRM application with increased speed to load data and login, enhanced security, and the much requested addition of beautiful dashboards and data visualizations to both mobile and tablet form factors.

This release fixes some minor issues encountered with :
- Form layouts in the iOS application
- Opportunity conversion validation issues
- Image custom fields saving 4.0.2 09/01/2020 The new app has been completely rearchitected from the ground-up to deliver the most technically advanced mobile CRM application on the market.

Key features include:

Enhanced Security: With its advanced permissions functionality, Insightly’s Mobile App offers businesses the flexibility to capture different roles within CRM and the added security that each role only sees the customers data that is relevant to them.

Increased Speed: App response speed and the ability to scale to CRM data sets in the millions of records with no synchronization required means customers on the road can get to their critical data much faster.

Beautiful Dashboards: Users can now access all the enterprise-grade dashboards available in Insightly CRM directly on their mobile devices with the full fidelity of the desktop experience.

Better Cohesiveness: Mirroring a concept pioneered by Apple Inc., Insightly now ensures that all views and dashboards created for the web automatically carry across into the new mobile app. This results in an ultra-rich user experience on all devices all the time. 4.0.1 08/18/2020 The new app has been completely rearchitected from the ground-up to deliver the most technically advanced mobile CRM application on the market.

Key features include:

Enhanced Security: With its advanced permissions functionality, Insightly’s Mobile App offers businesses the flexibility to capture different roles within CRM and the added security that each role only sees the customers' data that is relevant to them.

Increased Speed: App response speed and the ability to scale to CRM data sets in the millions of records with no synchronization required means customers on the road can get to their critical data much faster.

Beautiful Dashboards: Users can now access all the enterprise-grade dashboards available in Insightly CRM directly on their mobile devices with the full fidelity of the desktop experience.

Better Cohesiveness: Mirroring a concept pioneered by Apple Inc., Insightly now ensures that all views and dashboards created for the web automatically carry across into the new mobile app. This results in an ultra-rich user experience on all devices all the time. 4.0 08/10/2020

version 4.12.1

posted on 2024-11-08

- Improved Business Scanner accuracy using the latest AI capabilities
- Added support for profile-based app visibility controls
- Bug fixes and performance improvements

version 4.12.1

posted on 2024-11-08

Nov 8, 2024
Version 4.12.1
- Improved Business Scanner accuracy using the latest AI capabilities
- Added support for profile-based app visibility controls
- Bug fixes and performance improvements

version 4.11

posted on 2024-04-30

Apr 30, 2024
Version 4.11
- Added support for searchable drop-downs for Custom Fields
- Added option to set the Owner on conversion from Opportunity to Project
- Added option to copy existing Files and Notes when cloning an Opportunity or Project
- Updated search result layouts for Contacts and Leads
- Bug fixes and performance improvements

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Downloads: 0
Updated At: 2026-10-16
Publisher: Insightly Inc
Operating System: iOS
License Type: Free

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