From CRM pipelines to a unified workflow

Stop focusing on relationships management, embrace Routine, a holistic solution to control the whole lifecycle of your customers.

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Why do people switch from Insightly to Routine?

Insightly is a customer relationship management platform that helps businesses manage their interactions with customers and leads. It combines CRM functionality with basic project management features. Routine transcends traditional CRM limitations through its advanced custom types and data visualizations, coupled with deep integrations with third-party services, project management, contact management and more.

How does Routine compare to Insightly?

	Routine Get Started	Insightly
Contact management Comprehensive CRM capabilities with contact tracking, relationship mapping, and interaction history for effective customer relationship management.
Project management End-to-end project tracking with milestones, resource allocation, and project templates for streamlined project execution. →
Knowledge management Centralized document storage with version control, team collaboration features, and knowledge base creation for organizational learning. →		✕
Integrations Native integrations with popular business tools and open API for custom integrations to connect your business ecosystem. →	200+	limited
AI capabilities Basic automation features for workflow optimization and task routing, with limited AI-powered insights. →		✕
Task management Task assignment and tracking with dependencies, priority levels, and team collaboration features for project execution. →		✕
Calendaring Team calendar with meeting scheduling, resource booking, and basic time management features. →		✕
Quick capture Email integration and mobile capture for quick task and contact creation, with limited context preservation. →		✕
Custom types Custom fields and object types for CRM data, with limited flexibility in workflow customization. →		✕

Why is Routine the perfect alternative to Insightly?

People around the world use Routine to solve many more problems by leveraging its vast array of capabilities.

Don't take our word for it!

Underrated productivity apps IMO 👀 — @NotionHQ — @Todoist — @RoutineHQ

I'm actually kind of blown away by @routinehq. It's refreshing to finally see some innovation in the daily planner app category. There's a ton of potential here. Task management is time management.

Routine combines tasks, calendar management, and documentation in a UI that enables optimal week-to-week planning. My favorite feature is the dashboard, where I can quickly capture things that otherwise would fall through the cracks.

I don't know how I lived before Routine App, I have tried so many productivity apps, note apps, tasks, and calendars. These guys created a very simple super app that has removed 90% of my stress and time waste.

Routine is so refreshingly thoughtful, not to mention keyboard-centric. I really do hope they keep the momentum and bring their vision to life (cross-platform).

Routine has become essential for my task management and is helping me to keep my tasks under control.

So happy I found this app and proud to be an early adopter!

Routine has helped me clearly map out my day. It reduces the noise of multiple calendars and long-term task lists into a one-day agenda view of what I can accomplish today. Routine provides me with a focused runway for the day.

Routine has become my go-to tool for organizing my day—it's like having a personal assistant right at my fingertips, streamlining how I manage my calendars, tasks, meetings, and notes all in one place.

Routine connects with Notion so they work perfectly together. I use it as my to do list app.

For those wondering how to get things done but have not checked out the calendar app Routine. You can type your tasks and drag them onto your calendar. Need I say more? Oh yes, and they have not begun charging yet!

Routine is my favorite calendar, with a mobile app, and it has almost all main features for free along with an amazing UI.

I tested a variety of apps and ultimately chose Routine. My reasons are straightforward: firstly, it seamlessly integrates with Google Calendar. Secondly, I appreciate its minimalist design, and finally, it encompasses all the features I require.

From CRM pipelines to a unified workflow

Why do people switch from Insightly to Routine?

How does Routine compare to Insightly?

Why is Routine the perfect alternative to Insightly?

Wiki

Meeting scheduling

AI assistant

Agenda

Time blocking

Planner

Contextual capture

Meeting notes

Smart planning

References

Wiki

Meeting scheduling

AI assistant

Agenda

Time blocking

Planner

Contextual capture

Meeting notes

Smart planning

References

Don't take our word for it!

Frequently asked questions

Is Routine free?

How does Routine compare to Insightly?

Does Routine have integrations?

Can I migrate my data from Insightly to Routine?

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