Mobile App in HighLevel

The mobile app is where your team stays connected between desk sessions – responding to leads, handling calls, checking the pipeline, and collecting payments without needing a laptop nearby.

Reading time: approximately 9 minutes.

What Is the HighLevel Mobile App?

The HighLevel Mobile App is an iOS and Android application that brings the core features of the HighLevel platform to a smartphone. It is designed for daily execution – responding to leads, managing conversations, handling calls, tracking the pipeline, and collecting payments – when you or your team are away from a desk.

The mobile app is a companion to the desktop web app, not a replacement for it. Complex setup tasks like building workflows, configuring funnels, and managing platform settings are done on the desktop.

The mobile app handles the communication and CRM work those configurations power.

Version 4.0, released in December 2025, was a complete redesign – new navigation, dark mode, Universal Search, Ask AI, and full alignment with SaaS plan access controls across web and mobile.

The Three App Versions

Agencies can promote any of these app versions to their sub-accounts through the mobile app promotion tool in Agency Settings. With one click, the download link for the chosen app becomes visible to users inside their sub-account dashboard.

What Is New in Mobile App v4.0

Mobile App v4.0 (December 2025) was the most significant redesign in the app’s history. The core changes are not cosmetic – they affect navigation, feature discovery, AI access, and how plan-based permissions work on mobile.

v4.0 is activated as a Labs feature – it does not enable automatically. Go to Agency Settings → Labs → Subaccounts and enable it for the accounts you want to update.

HighLevel recommends starting with your internal agency sub-account before rolling it out to client accounts.

Core Mobile Features

Calling on Mobile

The HighLevel Mobile App uses the same LC Phone system as the desktop. Calls made or received on mobile are logged, recorded (if recording is enabled), and billed the same as desktop calls – there is no separate mobile calling system.

Outbound calls can be initiated three ways: from the Call button on a conversation or contact, from the Lightning Bolt quick-action menu, or by long-pressing a native phone contact and selecting HighLevel or LeadConnector as the calling app. The local caller ID matching feature automatically sets the outbound caller ID to match the area code of the contact being called, improving answer rates.

During an active call, the call screen gives access to: transfer (pass to a team member), calendar (schedule a follow-up without leaving the call), notes (type or dictate in real time), tasks (create or view), payment review, and the contact’s full profile. Standard call controls (mute, hold, speaker, keypad, end) are also on-screen.

Inbound calls to a HighLevel phone number can be routed to ring the mobile app, keeping your team reachable on their business number even away from the office. In v4.0, calls from all sub-accounts arrive in a single inbox, each displaying its account source so the team member knows which client the call is about before answering.

Contacts and the Unified Workspace

The Unified Contacts Workspace (available in app v3.9 and higher) consolidates what used to be scattered across multiple screens into one tab-driven view. The contact’s essentials – name, phone, email, assigned user, tags – appear at the top.

Call and SMS action buttons are always visible. Three tabs below organize tasks, notes, and the full activity feed.

Long-pressing a contact tile opens a quick-action menu for common tasks without opening the full record. This is the fastest way to send a quick SMS or make a call when you already know the contact you need.

Bulk tag operations let you select up to 500 contacts and apply or remove up to 10 tags in a single action. Tags sync in real time between mobile and web – a tag change on the desktop appears on mobile within seconds, and vice versa.

If you bulk-select contacts while offline, the tag updates queue locally and sync automatically when connectivity is restored.

Mobile Payments and Tap to Pay

The mobile app supports two forms of payment collection: invoices (create and send to contacts) and Point of Sale (in-person collection). Tap to Pay removes the need for any external card reader – the phone itself becomes the payment terminal.

Tap to Pay via Stripe (Android): Works on any NFC-capable Android device running Android 8 or later. Customers tap their card, Apple Pay, Google Pay, or other contactless payment to the phone.

The standard HighLevel and LeadConnector apps support this without any special update request.

Tap to Pay via Square (iOS): Requires iPhone XS or newer, iOS 16.4 or later, and app version 3.98 or higher. Connects through your Square account and active Square Location configured in the web app.

Accepts cards, Apple Pay, Google Pay, and other contactless options. No hardware required.

Square’s standard processing fees apply.

Whitelabel app users must submit a support request to receive the Tap to Pay update for their custom app. iOS Whitelabel apps additionally require Apple entitlement approval, which typically takes between one and six weeks.

What Requires the Desktop App

The mobile app is built for execution, not configuration. Several key tasks can only be done from the desktop web app:

• Building or editing workflows – you can enroll a contact in a workflow from mobile, but creating or modifying the workflow requires the desktop
• Funnel and website building – the page builder is desktop-only
• Blog content creation – not yet available on mobile
• Email template creation – building templates is a desktop task; you can send templated messages from mobile
• Platform settings and integrations – sub-account settings, phone number configuration, calendar setup, integration connections
• Workflow building for automations – designing the logic, triggers, and action sequences that the mobile app executes

Think of it this way: the desktop builds the systems, the mobile app runs inside them.

What You Can Do With It

• Respond to new leads within minutes regardless of location – push notifications fire when a new conversation arrives, the mobile app opens directly to it, and you can reply via SMS, email, or any connected channel without touching a laptop
• Handle inbound business calls on your personal phone without exposing your personal number – inbound calls routed to the mobile app ring your HighLevel business number on your device; the caller sees your business number, you see the contact name and account source, and post-call notes and tasks are logged inside HighLevel automatically
• Collect in-person payments at events, pop-up shops, or client visits using Tap to Pay – no card reader to carry, no manual entry friction for the customer, and the payment logs directly to the HighLevel contact record and invoice
• Use Ask AI to draft follow-up messages or create contacts without navigating menus – type or speak a natural language request and Ask AI performs the action, reducing the time it takes to complete routine CRM tasks when you are working from a small screen
• Give clients a professional branded app experience by deploying the Whitelabel Mobile App – clients access their CRM, conversations, and reporting through an app with your agency’s name, logo, and colors in the App Store listing, keeping your white-label positioning intact at the mobile layer
• Monitor reputation and send review requests from the field – service businesses whose teams are on-site can send a review request immediately after completing a job using the Lightning Bolt quick-action, while the customer experience is still fresh

Key Definitions

Use Cases by Industry

Marketing Agencies

An agency’s account managers work remotely and away from their desks throughout the day. With the HighLevel Mobile App, new lead conversations push to their phones instantly.

They respond via SMS or email from the app, create follow-up tasks mid-conversation, and route urgent calls to the right team member using the in-app call transfer – all without needing a laptop. The LeadConnector app means no HighLevel branding is visible to clients who also use the mobile access.

Outcome: Leads receive responses within minutes of arriving, regardless of where the account manager is – and clients see a seamless, unbranded communication experience that reinforces the agency’s white-label presentation.

Home Services

A plumbing company’s field technicians finish jobs and immediately use the Lightning Bolt quick-action to send a review request to the customer before leaving the property. The review request fires while the experience is fresh.

After the job, the technician logs a note on the contact record and marks the associated task complete – all from their phone before driving to the next job.

Outcome: Review requests are sent at the highest-conversion moment consistently across every technician, and job notes are logged in real time rather than being forgotten by end of day.

Retail and Events

A pop-up shop uses the HighLevel Mobile App Point of Sale and Tap to Pay to process sales at events. No card reader, no Square hardware to carry, no manual invoice entry – customers tap their card or Apple Pay to the iPhone and the payment logs directly to the contact record.

The sales rep sees the approval screen, hands the product over, and moves to the next customer in under 30 seconds.

Outcome: Event sales are processed faster, every transaction is tied to a HighLevel contact for follow-up marketing, and the team carries nothing extra beyond their phones.

Real Estate

A real estate agent is showing properties and receives a new lead inquiry via SMS. Push notification fires on their phone.

They open the app, see the conversation, and reply from the property parking lot. Later during a client call, they use the calendar feature on the call screen to schedule a showing without ending the call.

The appointment logs automatically and the calendar notification fires to the client’s phone.

Outcome: The agent responds to new leads and books appointments without missing a beat in their showing schedule – mobile fills the gap between client-facing time and desk time.

Coaching and Consulting

A business coach manages their CRM between client sessions. Using Ask AI on the mobile app, they type “create a follow-up task for my last conversation with Sarah about the proposal” and the task is created without navigating menus.

After a discovery call, they dictate notes directly into the contact record from the call screen. The Unified Contacts Workspace shows all previous notes, tasks, and conversation history in one scrollable view for quick context before each call.

Outcome: Admin tasks that previously took five minutes per client session are completed in under 60 seconds on mobile – the coach spends more time coaching and less time managing their CRM manually.

Who Is This For?

How to Set Up the HighLevel Mobile App

Step 1: Choose Your App Version and Download

Decide between HighLevel (branded), LeadConnector (gray-label), or Whitelabel (custom, paid). For HighLevel or LeadConnector, search the App Store or Google Play and download.

For Whitelabel, contact your HighLevel account rep. Download the latest version – do not use old builds.

Step 2: Sign In and Select Sub-Account

Open the app and sign in with your HighLevel credentials. If you have access to multiple sub-accounts, the Sub-Account Selector appears – choose your starting account.

Switch accounts anytime from the left-hand menu.

Step 3: Enable Push Notifications

Grant notification permission when prompted on first launch. If you missed the prompt, go to your phone’s Settings, find HighLevel or LeadConnector, and enable notifications.

Inside HighLevel, go to Settings → My Profile → Notifications and enable the Mobile App channel for the event types you want.

Step 4: Activate v4.0 from Labs

On the desktop web app, go to Agency Settings → Labs → Subaccounts. Enable the new mobile experience for your agency’s internal sub-account first.

Once confirmed working, enable for client accounts. Open the mobile app to access the new homepage, App Drawer, Universal Search, Ask AI, and dark mode.

Step 5: Configure Calling

Confirm a phone number is purchased and assigned to your user in the sub-account (desktop setup). Set call routing to ring the mobile app for inbound calls.

Test by calling the number from another phone – it should ring the app. For outbound, test from the Conversations tab.

Step 6: Explore the Navigation

In v4.0: the homepage is your command center, the App Drawer (four-column grid) replaces the old left-hand nav for module access, Universal Search lives at the top, and Settings and Notifications are in the top-right corner. In the standard app: the Button Navigation Menu at the bottom provides quick access to Notifications, Conversations, POS, Calendars, and Contacts.

The Lightning Bolt opens quick actions.

Step 7: Set Up Mobile Payments

Connect Stripe or Square in the web app at Payments → Integrations. For Square Tap to Pay on iOS, ensure you are on app v3.98+ and have an active Square Location selected.

Open POS on mobile, start a sale, select your payment method, and choose Tap to Pay. Test with a small amount before using at a real event.

Step 8: Promote the App to Sub-Accounts

In Agency Settings, use the mobile app promotion tool to push download links for your chosen app version to selected sub-accounts. Clients will see the link inside their account.

For Whitelabel apps, customize branding through the Whitelabel mobile app customizer before promoting.

Step 9: Join the Beta (Optional)

For early access to new mobile features, join the beta program: iOS via TestFlight (search HighLevel Beta), Android via Google Play beta. Beta builds receive bug fixes and new features faster than the standard release.

Participation is voluntary – beta apps may contain more bugs than the public release.

How It Connects to the Rest of HighLevel

• Notification Settings – the Mobile App channel in My Profile Notifications controls which HighLevel events trigger push notifications on the mobile app. Both OS-level permission on the phone and the Mobile App channel in Notification Settings must be enabled for push notifications to work. Per-user, per-sub-account configuration means each team member sets their own mobile notification preferences independently.
• Desktop App – the mobile app and desktop app serve different parts of the workday. The desktop app is where workflows are built, settings are configured, and complex tasks are performed. The mobile app is where those configurations are executed – responding to conversations, handling calls, and managing contacts on the go. Tasks that cannot be done on mobile (workflow building, funnels, settings) route to the desktop app.
• Workflow Builder and Automation Engine – workflows built on the desktop power much of what happens on mobile. A workflow can enroll a contact, send a message, and create a task that appears in the team member’s mobile app task list. From mobile, team members can complete Manual Actions that workflows generate. The mobile app is the execution layer for workflow-driven tasks.
• Conversation AI – when Conversation AI handles inbound messages, mobile push notifications let team members monitor AI-managed conversations and step in manually when needed. The mobile app is the fastest path to human intervention when the AI escalates a conversation or when a contact requests to speak with a person.
• Appointment Reminders – calendar appointment reminders and notifications configured in the desktop web app arrive on the mobile app as push notifications. Team members can access their calendar from the mobile app, schedule appointments from the call screen during a live call, and receive real-time alerts when appointments are booked, rescheduled, or canceled.

Common Questions

To Wrap It Up

The HighLevel Mobile App is not a trimmed-down version of the platform – it is a purpose-built execution tool. The features it includes are the ones that matter most when you are away from a desk: responding to conversations, handling calls, updating contacts, and collecting payments.

Version 4.0 made a meaningful leap. The role-aware homepage surfaces what each user needs to see the moment they open the app.

Ask AI removes the friction of navigating a small screen for routine tasks. SaaS Configurator enforcement means agencies can now rely on consistent feature gating across web and mobile, which matters for anyone selling tiered plans to clients.

1. Activate v4.0 from Labs on your internal sub-account first – the redesigned navigation takes a few minutes to get oriented, and you want to understand it before deploying it to clients
2. Set up both OS notification permission and the Mobile App channel in Notification Settings before assuming notifications are working – both are required and the omission of either one is the most common reason push notifications do not fire
3. Use Ask AI for routine CRM tasks rather than navigating menus – once you have used it a few times, it is faster than any menu-based approach for contact creation, notes, and content drafts
4. For Whitelabel apps, start the Tap to Pay entitlement request well before you need it – Apple’s review takes between one and six weeks, and you do not want to find out at an event that the process has not been completed
5. Train field staff on the Lightning Bolt quick-action menu – it is the fastest path to the most common on-the-go tasks (call, SMS, review request, invoice) and most people miss it entirely in the first week of using the app

The gap between a lead arriving and your team responding is one of the biggest conversion variables in any business. A well-configured mobile app is the simplest way to close that gap when the team is not at a desk.