Podio

The best CRM and working software

Vorteile:

It is amazing how it can integrate with so many things, send emails, sms, signatures. The files can be organized with just a click. It is also suitable for any type of business sin it can be customize. At a good price

Nachteile:

Extremely difficult to set up. Requires additional help to do it

Serves it's purpose

Kommentare: 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.

Vorteile:

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.

Nachteile:

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.

Does nearly everything - maybe too much

Kommentare: In the end, it helped our company to start and grow. We still use it, cos we have some old features of our product linked to it, work as it should.

Vorteile:

It is really versatile. You can bend it to do whatever you imagine.

Nachteile:

Its biggest advantage is also the biggest disadvantage - it does everything but nothing seamlessly, its not very easy to use, it is easy to get lost in all the data.

Very flexible software, but increasingly unreliable

Kommentare: Overall, pretty good for a budget CRM. But it feels like a platform with its better days behind it.

Vorteile:

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.

Nachteile:

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.

Flexible and adaptable

Vorteile:

A flexible and incredibly adaptable web platform for team and professional communication.

Nachteile:

It was frustrating that I tried to link it with other platforms but couldn't.