What users are saying about
115 Ratings
115 Ratings
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Score 8.4 out of 100
673 Ratings
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Score 7.7 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

Microsoft Dynamics 365

All told, if it hadn't been for the fact that we were testing it with both employees who knew CRM lingo and those who were new, we wouldn't have found such an issue. The program itself can be very useful for people who already manage CRMs, who know how to use them, who know how to run and manage employees on them, namely because of the "one-stop-shop" concept in data visibility. When it came down to it though, if you have high-turnover, then this product will devolve into only being used for it's base components. Down the middle, we found that the people who'd been in marketing for 4-5 years fell into the product easily because of the way it was written. Everyone before that, with novice experience, thought it was written like a textbook for a graduate class - little to no leeway if you don't happen to know one specific term
Patrick Stephens | TrustRadius Reviewer

Feature Rating Comparison

Project Management

Podio
8.6
Microsoft Dynamics 365
Task Management
Podio
9.2
Microsoft Dynamics 365
Resource Management
Podio
7.8
Microsoft Dynamics 365
Gantt Charts
Podio
7.8
Microsoft Dynamics 365
Scheduling
Podio
7.6
Microsoft Dynamics 365
Workflow Automation
Podio
8.4
Microsoft Dynamics 365
Team Collaboration
Podio
9.1
Microsoft Dynamics 365
Support for Agile Methodology
Podio
8.9
Microsoft Dynamics 365
Support for Waterfall Methodology
Podio
8.9
Microsoft Dynamics 365
Document Management
Podio
8.4
Microsoft Dynamics 365
Email integration
Podio
9.0
Microsoft Dynamics 365
Mobile Access
Podio
8.7
Microsoft Dynamics 365
Timesheet Tracking
Podio
8.4
Microsoft Dynamics 365
Change request and Case Management
Podio
8.6
Microsoft Dynamics 365
Budget and Expense Management
Podio
8.8
Microsoft Dynamics 365

Professional Services Automation

Podio
8.7
Microsoft Dynamics 365
Quotes/estimates
Podio
8.9
Microsoft Dynamics 365
Invoicing
Podio
8.8
Microsoft Dynamics 365
Project & financial reporting
Podio
8.2
Microsoft Dynamics 365
Integration with accounting software
Podio
8.9
Microsoft Dynamics 365

Sales Force Automation

Podio
Microsoft Dynamics 365
8.4
Customer data management / contact management
Podio
Microsoft Dynamics 365
8.9
Workflow management
Podio
Microsoft Dynamics 365
8.5
Territory management
Podio
Microsoft Dynamics 365
8.2
Opportunity management
Podio
Microsoft Dynamics 365
8.7
Integration with email client (e.g., Outlook or Gmail)
Podio
Microsoft Dynamics 365
9.0
Contract management
Podio
Microsoft Dynamics 365
7.7
Quote & order management
Podio
Microsoft Dynamics 365
8.2
Interaction tracking
Podio
Microsoft Dynamics 365
8.3
Channel / partner relationship management
Podio
Microsoft Dynamics 365
8.1

Customer Service & Support

Podio
Microsoft Dynamics 365
8.4
Case management
Podio
Microsoft Dynamics 365
8.5
Call center management
Podio
Microsoft Dynamics 365
8.5
Help desk management
Podio
Microsoft Dynamics 365
8.2

Marketing Automation

Podio
Microsoft Dynamics 365
8.0
Lead management
Podio
Microsoft Dynamics 365
8.5
Email marketing
Podio
Microsoft Dynamics 365
7.6

CRM Project Management

Podio
Microsoft Dynamics 365
8.2
Task management
Podio
Microsoft Dynamics 365
8.6
Billing and invoicing management
Podio
Microsoft Dynamics 365
8.3
Reporting
Podio
Microsoft Dynamics 365
7.8

CRM Reporting & Analytics

Podio
Microsoft Dynamics 365
8.1
Forecasting
Podio
Microsoft Dynamics 365
8.3
Pipeline visualization
Podio
Microsoft Dynamics 365
8.0
Customizable reports
Podio
Microsoft Dynamics 365
7.9

Customization

Podio
Microsoft Dynamics 365
7.9
Custom fields
Podio
Microsoft Dynamics 365
8.5
Custom objects
Podio
Microsoft Dynamics 365
7.9
Scripting environment
Podio
Microsoft Dynamics 365
7.6
API for custom integration
Podio
Microsoft Dynamics 365
7.6

Security

Podio
Microsoft Dynamics 365
8.7
Single sign-on capability
Podio
Microsoft Dynamics 365
8.8
Role-based user permissions
Podio
Microsoft Dynamics 365
8.6

Social CRM

Podio
Microsoft Dynamics 365
7.6
Social data
Podio
Microsoft Dynamics 365
7.2
Social engagement
Podio
Microsoft Dynamics 365
7.9

Integrations with 3rd-party Software

Podio
Microsoft Dynamics 365
7.8
Marketing automation
Podio
Microsoft Dynamics 365
8.0
Compensation management
Podio
Microsoft Dynamics 365
7.7

Platform

Podio
Microsoft Dynamics 365
7.2
Mobile access
Podio
Microsoft Dynamics 365
7.2

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

Microsoft Dynamics 365

  • Some useful out-of-the-box features, like mass uploads of Leads from trade shows or when qualifying a Lead, CRM automatically creates the Opportunity, Contact, and Account for you, etc.
  • Really powerful customizations through the user interface to improve user experience. Things like Business Rules, for example, if Field A = 1, then Field B = 2 and Field C = 2, if Field A = 2, then Field B and Field C don't apply, so automatically hide them.
  • Or other functionality that improves user experience, like Business Process Flows. These walk users step by step through our business process, helping them know when certain actions should take place, and at what point other data is now required. We've used this extensively with our Lead to Opportunity to Quote to Order process, helping users understand the business process each step of the way.
  • Customizations built on top of the platform now called model-driven PowerApps. You can have connections to "typical" data, like Accounts, Contacts, or Opportunities, for example, but then connect that data to custom entities, records that only apply to your specific business. This is all done through the user interface and allows you to customize and automate specific line-of-business applications for your specific needs.
  • Behind the scenes, D365 CE is built on SQL. So the data conforms to industry standards and makes it much easier to interact with. Your developers and IT team will thank you.
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

Microsoft Dynamics 365

  • Microsoft Dynamics 365 storage & license cost can prohibit some large deployments or even cost-sensitive small projects from using the platform (although I'm certain most deployments would realize a positive ROI if implemented correctly with process automation).
  • The cost and licensing document for Dynamics 365 is 61 pages and will take a rocket scientist to understand it. It's better to just have your Microsoft help estimate the cost if they are willing to help you that.
  • The documentation on how to first fully understand the Out of the Box default solution and settings is lacking or even non-existing. This has the potential to derail Dynamic 365 launches and implementations from the gitgo. Want to use an out of the box entity?.. well it's probably related to 5 other entities that require configuration and full understanding of it to successful implement. And you ask where is the laymen guide or instructions?... User groups and forums. In Summary, Microsoft can up its game in deployment training and supporting documentation.
  • Microsoft needs to incentivize more external platforms to build app connectors for easy integration, such as ZenDesk, Slack, Tableau, etc. Even the current connector apps such as Salesforce, MailChimp, Docusign are useless or don't work at all.
  • Several limitations inhibit successful Dynamics 365 deployments such as: limited number of Rollup field calculations (summarizing fields on child/related records), limited number rows that can exported to Excel via advanced find, Dynamics 365 files, log and database storage size limit is extremely small and will always require purchasing additional storage (for Online deployments).
  • New user buy-in or acceptance or system platform changes can be difficult if a solid change management plan isn't enacted.
  • Don't expect much help from Microsoft on implementation or solutions unless it's a technical flaw with the platform. Microsoft relies on their MVP partner network to consult for implementations at a hefty cost. Hiring a knowledgeable and savvy Dynamics 365 System Administrator can reduce the need for consultant support; of course, this is dependant upon many many variables.
Justin Pink | 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

Microsoft Dynamics 365

Microsoft Dynamics 365 7.9
Based on 19 answers
CRM has allowed us to keep all of our data in one place that is easy for all users within the company to view. I came into the company after they had been using CRM for about 4 years. They have all said that since we have used this it has helped us control work processes better, it has allowed us to be able to track things so much better, and has been something that has helped unite many processes that used to be all over the place.We are currently using CRM 4.0 and are planning on upgrading in the next 18 months to the 2011 version. Support for 4.0 is almost all but dried up. Understandably so. Some of the customization we have done, and a plugins we use, are now contained within the 2011 version so we are looking forward to that upgrade.We use an email marketing company as well, and they primarily support the 2011 version, but their product connects and is integrated within CRM. This is a great benefit as well so that all of our marketing information can be contained in one location.
Chris Jensen | 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

Microsoft Dynamics 365

Microsoft Dynamics 365 8.7
Based on 14 answers
As told before in the review, Microsoft Dynamics 365 is a one-stop solution for the overall business, it involves all departments in the organization, and makes business functionalities smooth by timely follow-ups, customer retention, customer engagements, and helps in maintaining a good relationship between customers and the businesses.
Vijayalakshmi G K | TrustRadius Reviewer

Reliability and Availability

Podio

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

Microsoft Dynamics 365

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

Microsoft Dynamics 365

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

Microsoft Dynamics 365

Microsoft Dynamics 365 9.0
Based on 7 answers
Our partner, Ledgeview Partners has been FANTASTIC to work with. They are always timely in their response and have taken time to understand our business and our specific needs. We've made a lot of advanced customizations and they have been a great help in making those updates.
Todd Jankowski | TrustRadius Reviewer

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

Microsoft Dynamics 365

Microsoft Dynamics 365 9.2
Based on 4 answers
We used a data warehouse to house our data, and our IT team and implementation vendor worked diligently ahead of time to construct idea implementation plans. Out of millions of records- we had less than a dozen errors, which is remarkable. My major insight is simply having a group of completely devoted individuals working towards your goal who fully understand the desired outcome. Focused resources for implementation season are critical to success.
Sara Tsoodle | TrustRadius Reviewer

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

Microsoft Dynamics 365

Salesforce has more desirable functions than Microsoft Dynamics 365, at a competitive price. Its user interface is far more superior, it has more customization, easier customization, and out of the box it is more pleasing to the eye and to the end user. If the client doesn't have a deep-rooted connection with Microsoft I wouldn't leap to Dynamics 365.
Alexander Cooper | 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

Microsoft Dynamics 365

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

Microsoft Dynamics 365

  • It is hard to say, the reason why we are using Microsoft Dynamics CRM is because it is provided to us for free.
  • It could be worthwhile to investigate whether an alternative CRM (even though paid) can be used to boost the ROI
Anonymous | TrustRadius Reviewer

Pricing Details

Podio

General

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

Microsoft Dynamics 365

General

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

Rating Summary

Likelihood to Recommend

Podio
8.1
Microsoft Dynamics 365
8.5

Likelihood to Renew

Podio
9.1
Microsoft Dynamics 365
7.9

Usability

Podio
6.0
Microsoft Dynamics 365
8.7

Reliability and Availability

Podio
8.0
Microsoft Dynamics 365

Performance

Podio
8.0
Microsoft Dynamics 365

Support Rating

Podio
7.2
Microsoft Dynamics 365
9.0

Online Training

Podio
Microsoft Dynamics 365
7.5

Implementation Rating

Podio
7.0
Microsoft Dynamics 365
9.2

Scalability

Podio
10.0
Microsoft Dynamics 365

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