What users are saying about
104 Ratings
104 Ratings
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Score 8 out of 100
15 Ratings
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Score 9 out of 100

Likelihood to Recommend

Podio

[Citrix Podios's] customer support is very quick and they provide you an option to convert your
project into small tasks so that you can better assist your team and extract
maximum work out of them hence I will totally recommend its usage. I could not think that keeping track of tasks could be this much easier and smart. It is a fully customizable tool that manages my tasks efficiently and deal with them effectively.
Gill Riskoff | TrustRadius Reviewer

Contactually, by Compass

Contactually is a very powerful CRM, even though it is extremely simple to use. It is very intuitive and fun to use! Their templates for nurturing and follow-up are phenomenal, so if you have a sales cycle, this is the tool for you. I even use it to keep track of family and acquaintances' interactions, as Contactually can alert me when it's been 30 days since the last time I talked to person A. The only reason I don't give it a 10 is because price has been going up in recent years.
Barbara Carneiro | TrustRadius Reviewer

Feature Rating Comparison

Project Management

Podio
8.4
Contactually, by Compass
Task Management
Podio
9.7
Contactually, by Compass
Resource Management
Podio
7.1
Contactually, by Compass
Gantt Charts
Podio
7.1
Contactually, by Compass
Scheduling
Podio
6.3
Contactually, by Compass
Workflow Automation
Podio
8.1
Contactually, by Compass
Team Collaboration
Podio
9.8
Contactually, by Compass
Support for Agile Methodology
Podio
9.2
Contactually, by Compass
Support for Waterfall Methodology
Podio
8.3
Contactually, by Compass
Document Management
Podio
8.6
Contactually, by Compass
Email integration
Podio
9.2
Contactually, by Compass
Mobile Access
Podio
8.2
Contactually, by Compass
Timesheet Tracking
Podio
8.2
Contactually, by Compass
Change request and Case Management
Podio
8.5
Contactually, by Compass
Budget and Expense Management
Podio
9.4
Contactually, by Compass

Professional Services Automation

Podio
8.8
Contactually, by Compass
Quotes/estimates
Podio
8.8
Contactually, by Compass
Invoicing
Podio
8.7
Contactually, by Compass
Project & financial reporting
Podio
8.3
Contactually, by Compass
Integration with accounting software
Podio
9.2
Contactually, by Compass

Sales Force Automation

Podio
Contactually, by Compass
8.8
Customer data management / contact management
Podio
Contactually, by Compass
9.8
Workflow management
Podio
Contactually, by Compass
9.6
Territory management
Podio
Contactually, by Compass
8.9
Opportunity management
Podio
Contactually, by Compass
9.4
Integration with email client (e.g., Outlook or Gmail)
Podio
Contactually, by Compass
9.8
Contract management
Podio
Contactually, by Compass
6.0
Quote & order management
Podio
Contactually, by Compass
6.0
Interaction tracking
Podio
Contactually, by Compass
9.8
Channel / partner relationship management
Podio
Contactually, by Compass
9.8

Customer Service & Support

Podio
Contactually, by Compass
9.1
Case management
Podio
Contactually, by Compass
9.7
Call center management
Podio
Contactually, by Compass
8.0
Help desk management
Podio
Contactually, by Compass
9.7

Marketing Automation

Podio
Contactually, by Compass
9.7
Lead management
Podio
Contactually, by Compass
9.8
Email marketing
Podio
Contactually, by Compass
9.6

CRM Project Management

Podio
Contactually, by Compass
6.3
Task management
Podio
Contactually, by Compass
7.0
Billing and invoicing management
Podio
Contactually, by Compass
5.0
Reporting
Podio
Contactually, by Compass
7.0

CRM Reporting & Analytics

Podio
Contactually, by Compass
7.0
Forecasting
Podio
Contactually, by Compass
7.0
Pipeline visualization
Podio
Contactually, by Compass
7.0
Customizable reports
Podio
Contactually, by Compass
7.0

Customization

Podio
Contactually, by Compass
7.0
Custom fields
Podio
Contactually, by Compass
7.0
Custom objects
Podio
Contactually, by Compass
7.0
Scripting environment
Podio
Contactually, by Compass
7.0
API for custom integration
Podio
Contactually, by Compass
7.0

Security

Podio
Contactually, by Compass
7.5
Single sign-on capability
Podio
Contactually, by Compass
9.0
Role-based user permissions
Podio
Contactually, by Compass
6.0

Social CRM

Podio
Contactually, by Compass
8.4
Social data
Podio
Contactually, by Compass
9.9
Social engagement
Podio
Contactually, by Compass
7.0

Integrations with 3rd-party Software

Podio
Contactually, by Compass
9.9
Marketing automation
Podio
Contactually, by Compass
9.9

Platform

Podio
Contactually, by Compass
9.4
Mobile access
Podio
Contactually, by Compass
9.4

Pros

Podio

  • Very easy for people without coding or technical skills to set up and maintain information in "Apps".
  • Platform is very easy to learn and adopt--it's intuitive.
  • Project management potential is awesome--instead of having to fit your projects into a structure that is industry specific, you can build an app that tracks what you want, in the order you want it.
  • Has a "relationship" field that allows you to relate an individual item or record to a record in another app. It effectively gives some of the functionality of a relational database.
  • Very useful for information sharing when staff members are in different regions or places.
Amy Smoucha | TrustRadius Reviewer

Contactually, by Compass

  • The get connected prompts is a very useful feature.
  • Good data consolidation picked up from a variety of sources.
  • Once added, the contact profiles are updated regularly with how the contacts' LinkedIn profile would change.
Anonymous | TrustRadius Reviewer

Cons

Podio

  • 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)
Jan Florian Maas | TrustRadius Reviewer

Contactually, by Compass

  • Pipeline functions. It's pretty bare minimum right now.
  • Capturing text and phone calls outside the app. It's hard to remember to initiate both from the app.
  • Calendar function. You should be able to edit the calendar in Contactually and it would sync with your Google calendar.
Leilani Chin | TrustRadius Reviewer

Likelihood to Renew

Podio

Podio 9.1
Based on 17 answers
Podio customer service is great. The cloud and mobile service is fast (almost instant, continuous syncing). With a solid user base, and backed by Citrix, this is a serious business solution. They're also constantly working on improving and making it more powerful. I anticipate it only getting better
Nando Cabán-Méndez | TrustRadius Reviewer

Contactually, by Compass

Contactually, by Compass 1.0
Based on 1 answer
Just doesn't provide the sophistication that I seek. It's a simple solution with some innovation automation relatively speaking, but ideal for individuals and small businesses with basic CRM needs.
Anonymous | TrustRadius Reviewer

Usability

Podio

Podio 6.0
Based on 2 answers
It is usable, for sure. Requires a bit of thinking to be really useful.
Anonymous | TrustRadius Reviewer

Contactually, by Compass

Contactually, by Compass 7.0
Based on 1 answer
Easy to use, does not require a strong technical background at all.
Anonymous | TrustRadius Reviewer

Reliability and Availability

Podio

Podio 8.0
Based on 4 answers
I have not experienced any down time
Anonymous | TrustRadius Reviewer

Contactually, by Compass

No score
No answers yet
No answers on this topic

Performance

Podio

Podio 8.0
Based on 2 answers
It works all the time and if I have a question, support get back to me ASAP
Anonymous | TrustRadius Reviewer

Contactually, by Compass

No score
No answers yet
No answers on this topic

Support Rating

Podio

Podio 7.2
Based on 6 answers
Podio support was always responsive and very quick to provide answers and assistance during the history of using this product, their support team has always been top notch. There have been several cases where calling podio support a feature was not available and they provided either workaround solutions or added the features straight into their roadmap.
Anonymous | TrustRadius Reviewer

Contactually, by Compass

No score
No answers yet
No answers on this topic

Implementation Rating

Podio

Podio 7.0
Based on 1 answer
Could of got more help sooner and mapped out structure after the 1st month. Future planning
Anonymous | TrustRadius Reviewer

Contactually, by Compass

No score
No answers yet
No answers on this topic

Alternatives Considered

Podio

Compared to Salesforce: Podio is not as robust as a tool for CRM tracking. It also doesn't have the in-email capabilities that SF offers. Compared to Basecamp: Podio is somewhat similar to Basecamp but doesn't offer the same functionality with checking items off and archiving projects.Compared to Zoho Projects: Podio is vastly superior to Zoho Project's lack of flexibility (requiring a development team to build) and accessibility by all members (Zoho Projects requires a very limited number of "owners" of projects which makes it difficult if multiple owners need to assign one or more people to a project).
Anonymous | TrustRadius Reviewer

Contactually, by Compass

It seemed to have everything that I wanted and wasn't too expensive.
Leilani Chin | TrustRadius Reviewer

Scalability

Podio

Podio 10.0
Based on 2 answers
As you business grows, so does Podio. There seems to be no limit to the workspace and apps you can create on the platform
Anonymous | TrustRadius Reviewer

Contactually, by Compass

No score
No answers yet
No answers on this topic

Return on Investment

Podio

  • 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.
Keller Baum | TrustRadius Reviewer

Contactually, by Compass

  • It's had a very positive impact in building and maintaining my relationships. The ROI has been positive as an affordable and user-friendly CRM.
Sabrina Marshall-Wojtewicz | TrustRadius Reviewer

Pricing Details

Podio

General

Free Trial
Free/Freemium Version
Yes
Premium Consulting/Integration Services
Entry-level set up fee?
No

Podio Editions & Modules

Additional Pricing Details

Contactually, by Compass

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Contactually, by Compass Editions & Modules

Edition
Professional$69.001
Accelerator$119.001
  1. Per Month
Additional Pricing Details

Rating Summary

Likelihood to Recommend

Podio
7.9
Contactually, by Compass
9.0

Likelihood to Renew

Podio
9.1
Contactually, by Compass
1.0

Usability

Podio
6.0
Contactually, by Compass
7.0

Reliability and Availability

Podio
8.0
Contactually, by Compass

Performance

Podio
8.0
Contactually, by Compass

Support Rating

Podio
7.2
Contactually, by Compass

Implementation Rating

Podio
7.0
Contactually, by Compass

Scalability

Podio
10.0
Contactually, by Compass

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