Likelihood to Recommend This can be used for different industries, healthcare, IT, retail or any company with a customer service line, big or small. if i had to ask, i would say "Do you have any type of filing system that you use?" "anything where you are keeping track of personal/ business information." Do you need access to information on a day to day basis? If they do , then this can be used , especially if you need to keep track of the numbers; we like how we can see if are things going up or down.
Read full review [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 Pros Customization - we are able to make Nutshell make the most sense for our company and processes Scheduling - the ability to set tasks allows us to never forget a follow-up call or email Tags - allow us to prioritize leads and segment our customers and potential customers Communication - the ability to tag colleagues in notes for callbacks or updates to accounts is very helpful to keep everyone on the same page Email History - being able to blind copy all our email communication to Nutshell, allows us to have email threads and notes all in one place Read full review 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 Cons SWOT analysis --- currently we put this in as custom fields but they don't link up at all and are hard to read/navigate. We also use the custom fields for other information we want to capture. It would be nice to build those in so they can show the info as bullet points or something --- currently paragraph form and hard to find things at a glance. Funnel could use some work. Only shows how many leads are currently in that part of the pipeline which doesn't give us a good historical comparison. Read full review 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 Likelihood to Renew This is perfect for a small business / Home based business with SaaS. Nutshell constantly adds new features and the price is much better than more robust software like Salesforce.
Read full review 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 Usability Very easy to use, great for small office
Read full review It is usable, for sure. Requires a bit of thinking to be really useful.
Read full review Reliability and Availability I have not experienced any down time
Read full review Performance It works all the time and if I have a question, support get back to me ASAP
Read full review Support Rating Nutshell's support team has always been great and they tend to go above and beyond. They are polite, friendly, personable and great listeners. They are also great about sending follow up emails too.
Read full review 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 Implementation Rating Implementation is difficult everytime but this was relatively simple due to the small amount of data we moved
Read full review Could of got more help sooner and mapped out structure after the 1st month. Future planning
Read full review Alternatives Considered Well, my team had trials for these others and they all prefer Nutshell for different reasons. I prefer it as I need a user-friendly software to help me out as I am not a big tech guy. I have heard others in the office say things like they like the way activities are scheduled better, or the way nothing ever gets accidentally erased if they hard crash or power goes out.
Read full review 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 Scalability 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 Return on Investment Nutshell's mobility has provided significant ROI for me since we've started using the CRM. I've been able to provide immediate feedback to clients, schedule meetings from the field with confidence, and much more. Nutshell's tagging features have helped us craft custom mailing/email lists. We struggled to do this in the past. Read full review 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 ScreenShots