At our local Red Cross we needed a simple way to keep track of volunteer info and first aid training participants. It used to be a very manual process and being a small branch I couldn't convince admin to spring for an expensive CRM. My search landed me on the Podio website and I gave it a try....Read the full review
While Podio and the setup process involved can be very daunting at first, Podio is an absolute workhorse! It is by far the best CRM we have tried as a company that meet our needs and is intuitive in its nature. From the tasks to the apps to auto workflows and everything in between, it's truly a ...Read the full review
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Unlimited free use for five people.
Upgrade to premium to add more users for $9 per user, per month. Premium features include greater admin controls and unlimited free external collaborators, e.g. clients.
Why should a project management platform dictate the way your team works? Podio is an online platform that lets its users stay in control over how they get work done. The web-based solution empowers groups to create their own collaboration and project management tools with no technical or IT skills necessary.
Used by teams, companies, and organizations from around the globe, Podio users are encouraged to select from more than 700 free apps available in the Podio App Market. These apps encompass everything from project management to CRM, IT support, recruiting, and HR, and they can be customized to better fit the needs of a specific user’s organization.
A cloud-based work platform that changes the way groups work in professional environments, Podio has developed a way to let its users manage their own workflows and processes using its customizable tools. These tools are known as apps, and they are designed to add structure to workflows or projects. In most cases, apps connect to social activity streams, which teams can use for sharing files and discussing relevant issues privately.
Apps make up a major part of the Podio solution. Apps can be built by users with no technical skill or IT knowledge. Or, for users who’d prefer not designing their own purpose-built work apps from scratch, pre-made apps can be selected from the Podio App Market.
Podio users are encouraged to structure their projects, teams, and workflows into workspaces, which are shared only with the most relevant colleagues. The platform also provides core features like activity streams, task management, document sharing, contact management, reporting, webforms, and calendars.
Businesses are encouraged to create their own apps within Podio. App templates are useful for constructing apps that meet the individual needs of unique users, from streamlining deliverables to structuring sales leads.
Use Podio’s drag-and-drop tools to build your own app that can be added to any workspace, and accessed across all your devices, or select an app that’s already been designed by a fellow user in the Podio community. More than 700 apps are already available in the App Market, managing everything from HR and employee recruitment, to project management and CRM.
Workspaces are virtual areas where groups of people or teams can work together to meet specific goals. For example, a sales team might create a workspace in order to manage an upcoming project. Anyone can be added to a workspace, regardless of whether that person is an employee of the specific organization.
Get your clients, contractors, and even vendors involved in the project management process by inviting them to participate in relevant workspaces. As a Podio user, you also have the option to create private workspaces that are only known to people in your organization who’ve been invited to take part. Or, you can create open workspaces that are listed for all employees of your organizations to view and join.
Podio’s task management features provide users with a way to break down large projects into smaller sets of individual tasks, which can then be assigned to employees or other responsible parties. Podio links tasks to the work that they’re a part of, which provides relevance and context for users.
To take advantage of Podio’s task management tools, start by creating a list of all the tasks that must be completed before a specific project will be ready to go. Set deadlines for these tasks, write brief descriptions, and assign them to specific people. You can also set reminders to yourself to go back and see if a task has been completed on time, even if that task was not assigned to you.
A lightweight CRM solution enables Podio users to manage their relationships with customers and track sales opportunities throughout the pipeline. The CRM solution can be customized as a Podio app to make those processes easier to achieve.
To use Podio as a CRM tool, install the CRM app pack and customize the provided template based on how your team works. You can use filters and reports to get important sales information into your CRM app, and you can use the Excel importing feature to import historical CRM data, as well.
Podio offers free mobile applications for the iPhone, iPad, and Android. These mobile apps give users a complete work experience from their tablets and smartphone devices. Users can collaborate with their organizations and access workspaces, activity streams, tasks, files, calendars and contacts through the mobile apps. Many Podio users say they actually use the mobile apps just as often, if not more often, then they use Podio on their desktop computers.
Podio is considered a completely open work platform because it offers so many integrations with other popular business applications. Podio offers more than 15 integrations with apps, including YouSendIt, ShareFile, Box, Dropbox, Google Drive, SkyDrive, SugarSync, Zendesk, Campaign Monitor, Google Apps Mail, GoToMeeting, Freshbooks, Evernote, and Google Docs.
Pricing for Podio is based on the number of users within an organization, along with the specific features that an organization needs. The most inexpensive solution is Podio Lite, which is free for teams with up to five employees. Podio Teams is $9 per employee, per month. The Podio Business plan is available with custom pricing for larger teams.
Designed to facilitate collaboration across multiple groups
Customizable project management and task organization features
More than 700 free apps available in the Podio App Market
Empowers groups to create their own work tools
Increases transparency and boosts knowledge sharing
Podio is designed for teams, companies, and organizations that are looking for more flexibility in the way they organize and communicate online. The web-based solution is used by more than 500,000 organizations, including small businesses and individual teams within larger enterprises.Read the full GetApp Analysis