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!

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.

2024-09-12

I’ve tried about every app on the market over the past ten years, and for the first time, I have stuck to one after using Routine for the past two months. And I love the integration with Google Calendar and Google Tasks.

2021-04-07

Love Routine - and not only for its good looks!

2021-04-07

Great app! It gives a lot of structure to my work and helps me manage my time much better!

2021-04-07

Been using it for a couple of weeks now, and I love it! Congrats team!

2021-04-07

As CEO of a growing startup, Routine is my lifesaver tool to manage my time better. The team is reactive on Discord to respond to questions and improve the product based on my user feedback. Thank you again for what you are doing, guys 👏

2021-04-07

I've been looking for the perfect productivity mix for so long (calendar + tasks + notes), and as a diligent user for a while now, I'm happy to declare: here it is :) Well done.

2021-04-07

The best of the best! Saving time and my personal life thanks you for it!

2021-04-07

I have been using Routine every day for a month now. Very easy to use for meeting notes and putting aside tasks to be done. Well done to the Routine team.

2021-04-07

Impressive execution! Finally, a calendar I can use as a task list!

2021-04-07

As an early adopter, I can say that I've been dazzled by Routine's execution. They ship the features we ask for at light speed! As a result, the app is getting more and more ingrained in my daily routine. Kudos 🙌

2021-04-07

An amazing tool to keep track of notes & tasks in the same place and organize my day. Thanks to the team !👍

2021-04-07

Great job so far. 👏 The latest features added and the brand-new design allow me to focus on what matters most: productivity. I can't wait to see the new features to come. I have the same feeling I got when I discovered Notion a few years ago: I see the product's deep potential and the team's velocity. 🚀

2021-04-07

Routine is a great product and has done a great job at differentiating itself from the other apps in this category. Their design is clean; the implementation of quick add and quick overview is best in class, and they have put out a well thought mobile app with just the right features.

2022-06-16

The unique combination of tasks & calendar events set this app apart. It allows for planning a working day that is realistic and goal-focused. The team knows how to execute and is very responsive to feedback requests. Keep it up!

2022-06-16

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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