The best CRM and working software
Amazing platform for managing anything
Podio is a fully featured platform that allows you to manage any process. We use it as our ERP and we manage all our company processes there. We are a corporate training organization and we sell workshops. In podio we create and keep track from the beginning of the process, the delivery of the courses and the follow up. We have developed with time a quite complex and at the same time simple custom platform for our needs.
Reporting is quite limited and not very customizable. Also views could be more sophisticated and customizable.
Serves it's purpose
製品を使ってみた感想： The big boss also loves this program, because it can generate many different reports for him, from bid activity, pending logs, securement logs, win percentages with different customers or geographic areas. allows him to see many different metrics with just a few clicks.
The website is incredibly customizable, which allows you make this program perform many tasks that vary greatly. Our main purpose was to use this as a bid center for our company, allowing all of our branches to see who was bidding which jobs. After setting that up, we were able to have podio send out reminders after certain amounts of time to follow up on the bid results. If we were awarded the job, it will then send out notices to our purchasing department, project managers, and super intendents with the relevant information (start end dates, contract prices, labor hours estimated, location, contact info, etc). It is very helpful to make sure our branches do not double up estimating the same projects.
Being very customizable also means it can be quite tedious to set up initially. There are, however, many premade modules you can either use as is, or customize to fit you needs.
Cloud Software Groupからの返信
Hi Justin, thanks for the review! Much appreciated. Cheers, Sara from Podio
An In-Depth Review of the Cloud-Based Project Management and Collaboration Tool
製品を使ってみた感想： Citrix Podio is an exceptionally adaptable and extensive task the board and joint effort arrangement that offers a scope of advantages for groups. Nonetheless, its restricted detailing capacities, high expectation to absorb information, restricted mixes, and client assistance issues might be disadvantages for certain clients.
Adaptable: Citrix Podio offers a serious level of customization, permitting groups to make custom work processes, structures, and applications to accommodate their particular necessities. This makes it a profoundly versatile answer for groups with different requirements and work processes.Easy to understand interface: The product has a spotless and simple to-utilize interface that makes it open to clients of all expertise levels.Far reaching highlights: Citrix Podio offers a scope of elements intended to smooth out project the executives and cooperation, including task the board, document sharing, schedule combination, and continuous visit.Versatile availability: The product is open on both work area and cell phones, permitting groups to remain associated and work in a hurry.Solid security: Citrix Podio focuses on security and offers a scope of measures to safeguard client information, including two-factor validation and encryption.
Restricted announcing capacities: Citrix Podio's detailing and investigation abilities are to some degree restricted contrasted with other venture the board and joint effort apparatuses. Groups might have to depend on outsider apparatuses to acquire top to bottom bits of knowledge into their work.High expectation to absorb information: While Citrix Podio is easy to understand, it can require some investment for groups to figure out how to utilize the elements really, especially on the off chance that they are all new to project the board and joint effort apparatuses.Restricted combinations: Citrix Podio offers incorporations with different instruments, however the scope of mixes is fairly restricted contrasted with other undertaking the executives and coordinated effort arrangements.Client service: A few clients have revealed troubles with client service, especially as far as reaction time and issue goal.
Very flexible software, but increasingly unreliable
製品を使ってみた感想： Overall, pretty good for a budget CRM. But it feels like a platform with its better days behind it.
Podio is designed for project managers, but we used it as our CRM - which shows how flexible it is. It worked well, the UI is nice, the workflows save you a lot of time and you can link up items well for automation (e.g. if you close a deal, mark the associated company item as 'customer'). The reporting worked quite well too. You can pull data into reports and create nice dashboards. And you can export to Excel.
Citrix aren't investing in Podio - it looks the same as when we started using it years ago. It's also increasingly unreliable - there have been numerous all-day outages in 2018. This is frustrating when you depend on Podio to run your business. We have since moved onto a different CRM software because of these issues.
Cloud Software Groupからの返信
Thanks for sharing your review of Podio! We are dedicated to improve the reliability and performance of Podio in the future. Please read more details here: https://blog.podio.com/2018/01/10/2017-year-in-review/
Extensive review from my Podio experience
製品を使ってみた感想： My overall experience with Podio has been great. It is a very intuitive and user-friendly platform that is easy to use and navigate. With its robust feature set, it is a great tool for managing projects, tasks, collaborations, and more. I have found it to be incredibly helpful in streamlining my workflow and keeping my team on the same page. Additionally, the customer support is top notch and the resources provided are extremely helpful. Overall, I'm very pleased with my experience with Podio.
Podio is a perfect software for teams that need to collaborate and work together on projects. It is an intuitive, user friendly platform designed to help teams manage their projects and tasks in one place. Podio allows teams to communicate and collaborate, plan and track tasks, manage files and documents, and review progress. It is also great for tracking individual tasks and setting goals. Podio provides a secure and organized platform for teams to manage their projects and tasks in one place. It is easy to use and helps teams stay organized and on top of tasks. It also offers great reporting tools that allow teams to review progress and make sure deadlines are met.
Podio offers limited customization options, which makes it difficult to tailor the platform to fit the specific needs of a business.