Likelihood to Recommend [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 If you are looking for a way to organize customer data and projects across regions, then WORK[etc] will get the job done. For our company, the country is divided into 3 regions and each region has a team of workers in charge of providing ongoing support services to that region. WORK[etc] has organized our company exponentially and given us a solid database to pull from to ensure we're meeting contractual requirements, providing timely deliverables and staying ahead of the game. Because I only work in a service industry, I don't know if WORK[etc] would be appropriate for product based companies, However, if you were offering anything [product or service] that required online support, the system will function well.
Read full review Pros 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 Connecting all the different methods of communicating with our clients into one place is the best part of the application to us. The Google Apps integration lets us update all of our WORK[etc] details directly from our email page which saves a huge amount of time. It lets us move back and forth freely between WORK[etc] tools and our Google Apps email, documents, calendar, etc. with ease. Breaking work according to what we are doing helps us group and ungroup things as needed. Since we do tech support and so much more having the ability to connect projects, support cases, to dos, documents, discussions, and more all together makes it easy to work with the relationships of all the different activity. We have found the discussion tool to be vital to moving things through quickly. There are many discussions that are just FYI while others really need a decision or answer form the team members. Discussions allows us to quickly note the people we need to answer us and what is there as an FYI. It keeps all that history so our decision process become documented easily and not lost in email chains. Read full review Cons 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 The one key issue that it doesn't solve is resource utilisation. You are able to add the number of hours that each "to do" will take but you can't allocate that to an employee and then aggregate all that up to show how much capacity you are using or have left. One if its great benefits is its flexibility but that is also a drawback because there are multiple ways to do the same thing. This means that to ensure consistency across all employees having your own business procedures on how to use WORKetc is vital. Some of the financial processes don't fully reflect UK practice currently. For instance it doesn't deal with VAT on expenditure well. However we have been assured that this is being resolved. Read full review Likelihood to Renew 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 We, as a company, have put a lot of time and energy into building the system to where it is for us today. With its constant improvements and our continually learning and developing, I couldn't imagine moving away from WORKetc to try a different system out. This really does give us everything that we've wanted/needed in a system without having to utilize 2-3 different products. The part that makes this so unique compared to other systems that we've used in the past is the fact that it has a project management piece built in, and that in itself is a huge driving point in why we will continue to use this.
Read full review Usability It is usable, for sure. Requires a bit of thinking to be really useful.
Read full review My staff hates it, our clients require transparency and you manual have to enter notes, billing is horrific, as it does not subtotal by type - so as a T&M shop there is no way to easily see how much was spent to each matter or service type.
Read full review Reliability and Availability I have not experienced any down time
Read full review It never let me down. The support team never let me down.
Read full review Performance It works all the time and if I have a question, support get back to me ASAP
Read full review WORKetc compares well in regards to speed and reliability to other cloud-based products we use such as Google for Work. Compared to our old in-house based CRM, it is a superstar; faster, more reliable and easily run on a variety of browsers and smart phones. The program loads fast as do data screens for contacts, projects, invoices and more
Read full review Support Rating 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 WORKetc offers maybe the best support in the business. Product documentation and training resources are outstanding. Support tickets or inquiries are answered quickly. If you do need to address an issue in person, it is easy to schedule a 15 or 30 minute live call with their fantastic support staff who are fast, friendly and skilled
Read full review Online Training They know their stuff. They listen to your use cases. They get back to you.
Read full review Implementation Rating Could of got more help sooner and mapped out structure after the 1st month. Future planning
Read full review The implementation of the system was fairly easy. Because of our previous experience with a similar system, we were ready and working on the product as soon as we announced the switch. The system also allowed us to simplify our processes by integrating timesheets and project management directly into our CMS.
Read full review Alternatives Considered 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 We needed a CRM that would work with US. We found WORK [etc] was exactly what we needed. being able to customize the CRM around our company and further change as we go has been the best thing about it. We haven't been locked into how it is set up and can change it very quickly.
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 Everything is related. You can scale up your team rapidly.
Read full review Return on Investment 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 Setting up project templates is time-consuming - if you want to do it right. Nevertheless, it is well worth it! Routine complex projects that used to require at least six people and at least as many "silos of information" are now done with two or three people, and - at most - 2 or 3 silos of information. And that's only because I haven't fully integrated the program with our Accounting programs (and there is an API for Quickbooks). I'd say the initial investment of perhaps 80 hours on my part was saved five or ten times over during our first six months, with better accuracy, accountability, and documentation. Since then, the ROI is at least 20 or 30 times annually of my time...the one thing I can't buy more of. Read full review ScreenShots