From CRM pipelines to a unified workflow

Name: Insightly
Brand: Insightly
Availability: InStock

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

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Loved by the most successful entrepreneurs and investors on the planet

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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.

Trusted by users on leading review platforms

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.

Wiki

Meeting management

Agenda

Time blocking

Planner

Contextual capture

Meeting notes

Smart planning

References

Wiki

Meeting management

Agenda

Time blocking

Planner

Contextual capture

Meeting notes

Smart planning

References

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’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.

Love Routine - and not only for its good looks!

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

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 management

Agenda

Time blocking

Planner

Contextual capture

Meeting notes

Smart planning

References

Wiki

Meeting management

Agenda

Time blocking

Planner

Contextual capture

Meeting notes

Smart planning

References

Don't take our word for it!

Frequently asked questions

Can I migrate my data from Insightly to Routine?

Does Routine have integrations?

How does Routine compare to Insightly?

Is Routine free?

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