What users are saying about
119 Ratings
119 Ratings
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Score 7.5 out of 100
16 Ratings
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Score 8.1 out of 100

Feature Set Ratings

    Project Management

    7.2

    Podio

    72%

    Contactually, by Compass

    Feature Set Not Supported
    N/A
    Citrix Podio ranks higher in 14/14 features

    Task Management

    6.4
    64%
    24 Ratings
    N/A
    0 Ratings

    Resource Management

    8.5
    85%
    20 Ratings
    N/A
    0 Ratings

    Gantt Charts

    8.4
    84%
    8 Ratings
    N/A
    0 Ratings

    Scheduling

    5.3
    53%
    21 Ratings
    N/A
    0 Ratings

    Workflow Automation

    5.6
    56%
    25 Ratings
    N/A
    0 Ratings

    Team Collaboration

    6.2
    62%
    26 Ratings
    N/A
    0 Ratings

    Support for Agile Methodology

    5.9
    59%
    15 Ratings
    N/A
    0 Ratings

    Support for Waterfall Methodology

    9.4
    94%
    11 Ratings
    N/A
    0 Ratings

    Document Management

    5.1
    51%
    22 Ratings
    N/A
    0 Ratings

    Email integration

    8.9
    89%
    21 Ratings
    N/A
    0 Ratings

    Mobile Access

    8.9
    89%
    21 Ratings
    N/A
    0 Ratings

    Timesheet Tracking

    8.1
    81%
    13 Ratings
    N/A
    0 Ratings

    Change request and Case Management

    8.5
    85%
    18 Ratings
    N/A
    0 Ratings

    Budget and Expense Management

    5.3
    53%
    16 Ratings
    N/A
    0 Ratings

    Professional Services Automation

    7.8

    Podio

    78%

    Contactually, by Compass

    Feature Set Not Supported
    N/A
    Citrix Podio ranks higher in 4/4 features

    Quotes/estimates

    5.6
    56%
    9 Ratings
    N/A
    0 Ratings

    Invoicing

    8.9
    89%
    9 Ratings
    N/A
    0 Ratings

    Project & financial reporting

    8.0
    80%
    9 Ratings
    N/A
    0 Ratings

    Integration with accounting software

    8.9
    89%
    6 Ratings
    N/A
    0 Ratings

    Sales Force Automation

    Podio

    Feature Set Not Supported
    N/A
    8.8

    Contactually, by Compass

    88%
    Contactually, by Compass ranks higher in 9/9 features

    Customer data management / contact management

    N/A
    0 Ratings
    9.8
    98%
    4 Ratings

    Workflow management

    N/A
    0 Ratings
    9.6
    96%
    4 Ratings

    Territory management

    N/A
    0 Ratings
    8.9
    89%
    2 Ratings

    Opportunity management

    N/A
    0 Ratings
    9.4
    94%
    3 Ratings

    Integration with email client (e.g., Outlook or Gmail)

    N/A
    0 Ratings
    9.9
    99%
    4 Ratings

    Contract management

    N/A
    0 Ratings
    6.0
    60%
    2 Ratings

    Quote & order management

    N/A
    0 Ratings
    6.0
    60%
    1 Rating

    Interaction tracking

    N/A
    0 Ratings
    9.8
    98%
    4 Ratings

    Channel / partner relationship management

    N/A
    0 Ratings
    9.8
    98%
    3 Ratings

    Customer Service & Support

    Podio

    Feature Set Not Supported
    N/A
    9.1

    Contactually, by Compass

    91%
    Contactually, by Compass ranks higher in 3/3 features

    Case management

    N/A
    0 Ratings
    9.7
    97%
    4 Ratings

    Call center management

    N/A
    0 Ratings
    8.0
    80%
    3 Ratings

    Help desk management

    N/A
    0 Ratings
    9.7
    97%
    3 Ratings

    Marketing Automation

    Podio

    Feature Set Not Supported
    N/A
    9.7

    Contactually, by Compass

    97%
    Contactually, by Compass ranks higher in 2/2 features

    Lead management

    N/A
    0 Ratings
    9.8
    98%
    4 Ratings

    Email marketing

    N/A
    0 Ratings
    9.6
    96%
    4 Ratings

    CRM Project Management

    Podio

    Feature Set Not Supported
    N/A
    6.3

    Contactually, by Compass

    63%
    Contactually, by Compass ranks higher in 3/3 features

    Task management

    N/A
    0 Ratings
    7.0
    70%
    3 Ratings

    Billing and invoicing management

    N/A
    0 Ratings
    5.0
    50%
    1 Rating

    Reporting

    N/A
    0 Ratings
    7.0
    70%
    1 Rating

    CRM Reporting & Analytics

    Podio

    Feature Set Not Supported
    N/A
    7.0

    Contactually, by Compass

    70%
    Contactually, by Compass ranks higher in 3/3 features

    Forecasting

    N/A
    0 Ratings
    7.0
    70%
    1 Rating

    Pipeline visualization

    N/A
    0 Ratings
    7.0
    70%
    3 Ratings

    Customizable reports

    N/A
    0 Ratings
    7.0
    70%
    1 Rating

    Customization

    Podio

    Feature Set Not Supported
    N/A
    7.0

    Contactually, by Compass

    70%
    Contactually, by Compass ranks higher in 4/4 features

    Custom fields

    N/A
    0 Ratings
    7.0
    70%
    2 Ratings

    Custom objects

    N/A
    0 Ratings
    7.0
    70%
    1 Rating

    Scripting environment

    N/A
    0 Ratings
    7.0
    70%
    2 Ratings

    API for custom integration

    N/A
    0 Ratings
    7.0
    70%
    1 Rating

    Security

    Podio

    Feature Set Not Supported
    N/A
    7.5

    Contactually, by Compass

    75%
    Contactually, by Compass ranks higher in 2/2 features

    Single sign-on capability

    N/A
    0 Ratings
    9.0
    90%
    2 Ratings

    Role-based user permissions

    N/A
    0 Ratings
    6.0
    60%
    2 Ratings

    Social CRM

    Podio

    Feature Set Not Supported
    N/A
    8.4

    Contactually, by Compass

    84%
    Contactually, by Compass ranks higher in 2/2 features

    Social data

    N/A
    0 Ratings
    9.9
    99%
    2 Ratings

    Social engagement

    N/A
    0 Ratings
    7.0
    70%
    2 Ratings

    Integrations with 3rd-party Software

    Podio

    Feature Set Not Supported
    N/A
    9.9

    Contactually, by Compass

    99%
    Contactually, by Compass ranks higher in 1/1 features

    Marketing automation

    N/A
    0 Ratings
    9.9
    99%
    3 Ratings

    Platform

    Podio

    Feature Set Not Supported
    N/A
    9.4

    Contactually, by Compass

    94%
    Contactually, by Compass ranks higher in 1/1 features

    Mobile access

    N/A
    0 Ratings
    9.4
    94%
    4 Ratings

    Attribute Ratings

    • Citrix Podio is rated higher in 1 area: Likelihood to Renew
    • Contactually, by Compass is rated higher in 2 areas: Likelihood to Recommend, Usability

    Likelihood to Recommend

    6.0

    Podio

    60%
    42 Ratings
    9.0

    Contactually, by Compass

    90%
    5 Ratings

    Likelihood to Renew

    9.1

    Podio

    91%
    17 Ratings
    1.0

    Contactually, by Compass

    10%
    1 Rating

    Usability

    6.0

    Podio

    60%
    2 Ratings
    7.0

    Contactually, by Compass

    70%
    1 Rating

    Availability

    8.0

    Podio

    80%
    8 Ratings

    Contactually, by Compass

    N/A
    0 Ratings

    Performance

    8.0

    Podio

    80%
    4 Ratings

    Contactually, by Compass

    N/A
    0 Ratings

    Support Rating

    7.0

    Podio

    70%
    10 Ratings

    Contactually, by Compass

    N/A
    0 Ratings

    Implementation Rating

    7.0

    Podio

    70%
    2 Ratings

    Contactually, by Compass

    N/A
    0 Ratings

    Configurability

    7.0

    Podio

    70%
    1 Rating

    Contactually, by Compass

    N/A
    0 Ratings

    Ease of integration

    8.0

    Podio

    80%
    1 Rating

    Contactually, by Compass

    N/A
    0 Ratings

    Product Scalability

    10.0

    Podio

    100%
    2 Ratings

    Contactually, by Compass

    N/A
    0 Ratings

    Vendor post-sale

    8.0

    Podio

    80%
    1 Rating

    Contactually, by Compass

    N/A
    0 Ratings

    Vendor pre-sale

    7.0

    Podio

    70%
    1 Rating

    Contactually, by Compass

    N/A
    0 Ratings

    Likelihood to Recommend

    Citrix

    [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.
    Read full review

    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.
    Read full review

    Pros

    Citrix

    • 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.
    Read full review

    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.
    Read full review

    Cons

    Citrix

    • 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)
    Read full review

    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.
    Read full review

    Pricing Details

    Podio

    Starting Price

    $9 per month

    Editions & Modules

    Podio editions and modules pricing
    EditionModules

    Footnotes

      Offerings

      Free Trial
      Free/Freemium Version
      Premium Consulting/Integration Services

      Entry-level set up fee?

      No setup fee

      Additional Details

      A discount is available for annual pricing.

      Contactually, by Compass

      Starting Price

      $69 per month

      Editions & Modules

      Contactually, by Compass editions and modules pricing
      EditionModules
      Professional$69.001
      Accelerator$119.002

      Footnotes

      1. per month
      2. per month

      Offerings

      Free Trial
      Free/Freemium Version
      Premium Consulting/Integration Services

      Entry-level set up fee?

      No setup fee

      Additional Details

      Likelihood to Renew

      Citrix

      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
      Read full review

      Compass

      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.
      Read full review

      Usability

      Citrix

      It is usable, for sure. Requires a bit of thinking to be really useful.
      Read full review

      Compass

      Easy to use, does not require a strong technical background at all.
      Read full review

      Reliability and Availability

      Citrix

      I have not experienced any down time
      Read full review

      Compass

      No answers on this topic

      Performance

      Citrix

      It works all the time and if I have a question, support get back to me ASAP
      Read full review

      Compass

      No answers on this topic

      Support Rating

      Citrix

      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.
      Read full review

      Compass

      No answers on this topic

      Implementation Rating

      Citrix

      Could of got more help sooner and mapped out structure after the 1st month. Future planning
      Read full review

      Compass

      No answers on this topic

      Alternatives Considered

      Citrix

      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).
      Read full review

      Compass

      It seemed to have everything that I wanted and wasn't too expensive.
      Read full review

      Scalability

      Citrix

      As you business grows, so does Podio. There seems to be no limit to the workspace and apps you can create on the platform
      Read full review

      Compass

      No answers on this topic

      Return on Investment

      Citrix

      • 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.
      Read full review

      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.
      Read full review

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