Overview
What is Podio?
Podio is a cloud-based platform for organizing team communication, business processes, and reporting in project management workspaces; also it may be used as a light CRM platform. It enables workflow automation and integrations. It includes a free version and paid…
Great tool to keep a small team organized and accountable.
Perfect tool for project management in the organization
Workflow Program Review
One of the most advanced and reliable project management tools
Solid Software
Great Organizational Product!
Podio can fit ANY need your business has!
Podio as a new user
Podio stands strong in workflows
Podio -- flexible and easy for non-profit use
Podio for Projects
User Friendly App. Customization At Its Best!
Podio - help your team work together!
Good tool for large teams- room for some improvement
Popular Features
- Task Management (24)3.131%
- Team Collaboration (26)3.131%
- Workflow Automation (25)1.111%
- Document Management (22)1.111%
Pricing
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Starting price (does not include set up fee)
- $9 per month
Features
Project Management
Project management software provides capabilities to streamline management of complex projects through task management, team collaboration and workflow automation
- 3.1Task Management(24) Ratings
This includes the ability to plan, track, collaborate and report on tasks.
- 8.6Resource Management(20) Ratings
Resource management is workload planning to maximize resources.
- 8.4Gantt Charts(8) Ratings
Gantt charts are charts that show tasks or events along the y-axis displayed against time along the x-axis.
- 1.1Scheduling(21) Ratings
Scheduling capabilities allow users to set schedules on tasks, and create timelines and milestones.
- 1.1Workflow Automation(25) Ratings
Workflow automation is the ability to route work requests along an approval process automatically.
- 3.1Team Collaboration(26) Ratings
Team collaboration capabilities let team members work directly with each other and provide team updates.
- 2.1Support for Agile Methodology(15) Ratings
Agile is a time boxed, iterative approach to development that builds software incrementally instead of trying to deliver it all at once near the end.
- 9.4Support for Waterfall Methodology(11) Ratings
Waterfall methodology is a tradition development method that is linear and sequential.
- 1.1Document Management(22) Ratings
Document management provides for centralized management of all project documents.
- 8.8Email integration(21) Ratings
Email integration allows work requests to be made directly from email.
- 8.8Mobile Access(21) Ratings
Mobile access is the ability to access the software from a smartphone or tablet.
- 8.2Timesheet Tracking(13) Ratings
Timesheet tracking is the ability to track all billable and non-billable hours for each project.
- 8.4Change request and Case Management(18) Ratings
Change request and change management enables tracking of all customer requests including priority and timeframe.
- 1.1Budget and Expense Management(16) Ratings
Budget and expense management provides the capability to track all expenses by employee or department and link them back to department. It also enables hourly rates to be set.
Professional Services Automation
Features that support professional services organizations
- 1.1Quotes/estimates(9) Ratings
Ability to create, manage and send project fee proposals to customers
- 8.8Invoicing(9) Ratings
Ability to create, manage and send invoices to clients during or after completion of a project
- 8Project & financial reporting(9) Ratings
Ability to analyze project and financial data based on custom criteria to gather insights and improve business performance
- 8.8Integration with accounting software(6) Ratings
Real-time, two-way sync with accounting or financial software to facilitate project and financial reporting
Product Details
- About
- Integrations
- Competitors
- Tech Details
- FAQs
What is Podio?
Podio Integrations
Podio Competitors
Podio Technical Details
Operating Systems | Unspecified |
---|---|
Mobile Application | No |
Frequently Asked Questions
Comparisons
Compare with
Reviews and Ratings
(131)Attribute Ratings
Reviews
(1-5 of 5)User Friendly App. Customization At Its Best!
- Incredibly easy customization of applications.
- Powerful communication platform.
- Great integration with 3rd party application allowing for additional features in Podio.
- Strong automated task assignments.
- Calendar functionality is very limited to a point that it is a feature we cannot use.
- Printing format of reports could have a better design.
- It would be great if we could hide archived workspaces.
- Task Management
- 100%10.0
- Resource Management
- 100%10.0
- Gantt Charts
- N/AN/A
- Scheduling
- N/AN/A
- Workflow Automation
- 100%10.0
- Team Collaboration
- 100%10.0
- Support for Agile Methodology
- N/AN/A
- Support for Waterfall Methodology
- N/AN/A
- Document Management
- 100%10.0
- Email integration
- 50%5.0
- Mobile Access
- 100%10.0
- Timesheet Tracking
- N/AN/A
- Change request and Case Management
- 100%10.0
- Budget and Expense Management
- 100%10.0
- Helps post purchase reinforcement from our customer point of view when using Podio as a daily tool.
- Improved processes efficiency
- Improved tremendously accessibility to all that is work related from any location.
- Implemented in-house
Podio is an excellent choice for small and mid sized companies
We are a small company and everyone is using Podio and the Podio iPhone app.
As a CRM it is a good alternative for larger tools like SugarCRM and Salesforce because it is very easy to adjust to changing needs and requirements. What takes months to change in the other CRM's takes days in Podio.
- Can be used for all kinds of business departments (HR, Finance, Development, Sales, etc)
- A big App Market Place with predesigned apps (free)
- Low Cost solution - High Flexibilty - Easy to use
- Podio is an open platform, it isn't difficult to connect with it or to build another interface for it
- Automated workflows must be improved (now there are third party solutions)
- Podio workspaces should have the ability to (co) brand
- Faster data entry possibilities
For less than 5 users you can use Podio for free. That is perfect for selecting a right tool for you. Start building the apps you need, or look for them in the app market. Import demo data and tweak the apps and work spaces until it matches your requirements. If you find it too difficult or you are missing key functionality then Podio isn't the platform for you and your business.
- With Podio it is more inviting for sales reps to keep their lead/account info up to date. In all other systems we tried, it just didn't work out
- Podio can be used for all kind of departments, no need for an expensive clutter of tools.
- Currently we are connecting Act-On with Podio; Podio is the CRM for sales reps, Act-On the marketing automation platform. This connection is going to be awesome.
Podio – a surprise on the Cheshire Cat
- If anything has to be tweaked or changed – in Podio you can do that in minutes!
- If you need high security and want the maximum possible transparency of what is shared to whom or who is allowed to see your data – Podio's concept of work spaces is great!
- Easy communication – get in contact with any team member or Podio user: chat, audio or video conferencing is just one click away!
- Work the way you want – in Podio it's easy to structure your data in Apps and to configure workflows that meet your personal needs.
- More filter options for calendars.
- Customizable views for Relation fields.
- Full featured Podio mobile App for iPad.
- A customizable profile status – would love to work with Podio in silent mode (logged in while working, but "not available" for requests when in heavy work mode)
- First, we asked ourselves: "Why should we pay by month, when we can buy and pay once for something individually programmed that meets our needs by 100%?"
- Well, Podio is very personal and you can customize many functions and workflows in more ways, as you'll find in the market of comparable solutions. A custom programmed solution will be outdated before implemented. The price will be much higher than having a monthly fee for our team members. By the way, you don't have to pay for external members, i.e. customers or partners. Lessons learned: Podio was – and still is – one of our lowest IT investments ever!
- Project planning and delivery is now faster than ever, the number of customer more than before. Customer satisfaction is top. Our overall earnings went up!
- Basecamp,bitrix24,breeze.pm
- Implemented in-house
Podio offers communication integration with few headaches.
- Podio is great for organizing and storing communication. The ability to break project into logical chunks and organize events vs deliverables vs contacts works well. The email in to app (bcc the app item) is absolutely key and makes the platform more valuable.
- Mobile access works well and makes it easy to find needed information on the fly.
- The ability to integrate external users into just the needed portions of the platform works well and is a great time saver. It reduces a great deal of duplication in setting up events and sending invites.
- Podio also manages notification well. Users can set the amount and form of notification they get on an individual basis and the daily summary works well.
- The biggest issue with Podio is the confusion with contacts. Podio has multiple forms of contacts which can be confusing and impact functionality. For CRM external contacts can be used but they can't be customized as needed (grouped by organization, link to social profiles, etc). To address this creating a contacts app works but limits other functionality (seeing contacts as contacts from mobile, callouts in comments). Currently I am using the contacts as an app method but hope the developers will integrate this better in the future.
- The double edged sword of functionality vs simplicity falls a little against Podio as a platform. While many of the key functions are well thought out the inability to customize as needed can be frustrating. Coming from a traditional database (access, salesforce, etc) mentality the lack of data types and ability to customize is limiting.
- Mobile access can also be frustrating depending on the use. Podio has stated that they want the system to be live and interactive so having an offline version doesn't make sense. While that makes sense it can be a deal breaker for mobile users with spotty connections.
- Podio is great for task assignment and tracking. The ability to enter and assign tasks from mobile and track their completion saves me several phone calls a day.
- Podio outdoes email as my go to place to search for information. The ability to forward emails into the system, organize by projects and contacts, and search it all saves considerable time and confusion.
- Podio has considerable potential to reduce overall admin time spent organizing information (filing, tracking, etc) The ability to keep a single record of a given piece of information without being tied to email vs file structure works very well.
The no.1 tool for Small Medium Enterprises
- Provides clients the ability to take a workflow in email, excel or paper and make it easy to use and modify
- Makes it easy to delegate tasks and track progress
- Reduces the need to have WIP meetings and action and communication is immediate
- Allows for collaborating in multiple locations and supports flexible work practises
- Ease of working with clients and suppliers on a common platform
- Greater sales visibility and facts to follow up on outstanding leads. You can track actual compared to target sales
- Cross functional application. Some CRM's have a narrow focus on one or two functions. Other project management tools are very IT or technically focused. Podio can apply across multiple functions and roles
- Podio is customised for the way you work as opposed to changing your behaviours to fit a system
- Integration with Citrix GotToMeeting, video, audio and chat makes it easy to work in one place
- Use of web forms for collecting information pre and post meetings
- Lack of automation of workflows. There is a 3rd party solution called Globiflow and Podio have launched a basic workflow tool.
- GoToMeeting integration is good however expensive compared to other solutions
- Podio can be complex to learn and requires training
- Podio architecture is best to be set-up before you build too many apps as it can become confusing
- The search features could be improved
- Not able to clone workspaces, only apps
- Keeping on top of notifications and learning how to unfollow notifications
I suggest getting a Podio authorised partner or a user with 3 months+ experience to help set it up. Documenting your current workflows and agreeing on the way to do things first, makes the build in Podio easier. Podio is a little like snow skiing for the first time, you can teach yourself, however it can be more enjoyable if you learn from an expert.
Also don't start too big. Work on one area of the business and test it. People need to get to know the core of tasks, chat, apps etc as they learn customised apps. I suggest not to bite off too much at the start.
Combine heavy and like users in the testing environment to account for different skill levels and ways of learning.
Lead from the top. If the owner/leader is using it this will have a ripple effect.
- 30%+ reduction in sales cycle for many clients.
- Productivity gains from new employees on-boarding and trained quicker
- High life time value of clients due to customer service improvements
- 25%+ increase in sales for existing clients.
- Increased new product launches through speed and quality
- Increase in employee engagement
- Asana,teamwork PM,Insightly,Basecamp,Trello
- Ability to get apps of the market place
- Ability to build customised apps
- Less than 5 users free
- $10 per user per month which can be cancelled one month in advance
- Podio support and help
- Podio community through Podio workspaces and Linkedin groups
- Ability to go across multi functions
- Citrix owned and backed
- Research and upgrades
- External users free
Marketing
People
Finance
IT
Client services
Legal
Expert level
Basic programming
Advanced programming
- Sales CRM
- On-boarding clients and Smart Assistants
- Marketing
- Finance and integration with accounting software - Xero
- Talking into an app which sends a message to a Smart Assistant who enters task into Podio. When complete you get notified. Combine speed of technology and people to take action.
- Linkedin profiles. When someone looks at my linkedin profile we have a Podio app that tracks a series of actions
- Writing a book. Did interviews in Podio and then outsourced this to a ghost writer to create ebook
- Link to google drive
- Link to Xero accounting software
- Automated app building
- Business Plan that can be cloned for clients to use
- API links to infusion soft
- Dashboards - graphics and scorecards
- Back-ups
- Automation
Templates confusing and cumbersome
Cost per month
UX
Asana
No ability to build apps
Sharepoint
No ability to build apps
- Price
- Product Features
- Product Usability
- Vendor Reputation
- Third-party Reviews
Read forums
Test more competitors
Use an expert to help set-up
- Professional services company
Ongoing support. As an authorised partner we are now self sufficient and use other partners for complex programming
We started small with multiple users
We did weekly training
We stopped using other tools and use Podio for everything - especially stopped email and excel
- How to set up the architecture
- What worked in paper or excel was different when cloud based or on the phone
- Getting time in client and supplier diaries to train them
- Self-taught
Assigned a person to me that I can chat to
Great Podio forum and community
- Chat
- Task
- Building apps
- Workflow
- Search
- Editing data fields
- Xero
- Google Apps for Business
- Infusion Soft
- Share File
- Lucidchart
- Evernote
- Flipboard
- File import/export
- API (e.g. SOAP or REST)
- Easier user interface
- Automation