Podio vs Zoho CRM

• 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.

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• It is pretty easy to use. We don't need to set up formal training sessions for our users which lets us get new users up and running much quicker.
• Great reporting section, you can extract some really detailed reports of your leads and their status.
• User access control and 2-factor authentication are really easy to define and set up.
• Some really great integrations with Zoho products and Gsuite.

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• 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)

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• You can only have one email attached to a form. This means that I have to go elsewhere to create a full drip campaign.
• Reporting leaves a lot to be desired. It is difficult to set up reports exactly how we want them.
• There are some things that aren't allowed to be customized that definitely should be
• Support means well, but they rarely can help

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• 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.

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• We had Zoho CRM early on when it wasn't quite as robust as it is now, so there have been vast improvements, which also puts us at a disadvantage for falling into old ways of doing things rather than exploring new ways that we always wanted in the beginning.
• One thing we were able to do is get rid of MailChimp and slowly migrate to Campaigns
• Eventually I would like to migrate Zoom to Meeting but it's just not quite there yet.
• Also, I do have to say going just from the CRM to Zoho One was a VAST improvement where many apps were available. At first, I was so disappointed in the CRM but with all the integrations it's been so much better!

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