Used For

• +**Your sales team closes a deal but nobody knows what was promised** → Everything links automatically so tasks, contracts, and project docs stay connected
• +**You're switching between 5 apps to see if a project is actually profitable** → One dashboard shows deal value, project status, and team capacity in the same view
• +**Your team updates project status in Slack, email, and meetings separately** → Status changes sync across tasks, deals, and client docs automatically
• +Smart linking connects everything - change a deal stage and related tasks update without manual work
• +Templates for repeatable processes - new client onboarding or project kickoffs happen the same way every time

Best For

• >Your startup is drowning in Trello + random CRM + Google Docs chaos
• >You're a founder who needs to see how deals connect to actual work
• >Team under 20 where the same people handle projects, sales, and documentation

Not For

• -Teams over 50 people - you need deeper reporting and role-specific tools, not this Swiss Army knife approach
• -Companies wanting advanced financial tracking - this prioritizes simplicity over detailed budget analysis and cost reporting
• -Solo users or pure service businesses - the CRM features are overkill if you're not actively managing sales pipelines

Pairs With

• *Stripe (to actually collect payments after Routine tracks the deal through your pipeline)
• *Slack (where your team will still end up discussing project details despite having a unified workspace)
• *Google Workspace (for the heavy document work that knowledge pages can't handle)
• *Zapier (to connect with accounting tools since Routine focuses on operations, not finances)
• *Calendly (to book the client calls that turn into CRM entries and project tasks)

The Catch

• !No current pricing available anywhere - always a red flag when you can't see what you're signing up for
• !Smart linking sounds great until one broken connection messes up your entire workflow view
• !You'll spend the first week testing automations to make sure they don't create update loops or sync conflicts

Bottom Line

Three tools in one trenchcoat - works if your team is small enough that everyone touches everything.