CRM · a HubSpot alternative, built in
Track the relationships that win the work.
Routine's CRM is a shared tool on every plan — companies, contacts, and a deal pipeline that flows straight into delivery. When a deal is won, it becomes a production in the right module in one click. No separate sales tool, no re-keying, no gap between selling the job and doing it.
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Companies & contacts
A shared directory of the studios, agencies, and people you work with — contact details, industry, and history, visible to your whole team.
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Deal pipeline
Move deals through your stages from lead to won, with value tracking. One clean funnel the whole team reads the same way.
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Tags
Colour-coded, free-text tags on contacts, companies, and deals — slice the funnel by venture, sector, or anything you like, and filter instantly.
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Company documents
Store contracts, NDAs, proposals, and invoices against a company in private, org-scoped storage — downloads via short-lived signed links.
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Deal → job handoff
Mark a deal Won and convert it to a production in the right module. The client is linked, not copied — one company, one record, no duplicates.
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Shared, not siloed
The CRM feeds the modules that deliver. Win it in the CRM, deliver it in Production, keep the client updated in the Portal — one connected loop.
How it fits together: the CRM wins the work, the modules deliver it, and the Client Portal keeps the client in the loop. A won deal becomes a job in the relevant module; that job carries a linked, de-duplicated projection of the CRM company — so the delivery client is never an orphan copy. Once there are stages and items to show, you spin up a Client Portal off the job. Sell, deliver, update — one platform, one thread.
