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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• Zoho CRM has an incredible amount of features, from tagging contacts to social media integration (LinkedIn, Facebook, etc) and email capabilities.
• Zoho CRM is very customizable. The entire look and feel of each page and account can be customized to fit your organization's needs.
• Zoho CRM is just one of the products offered under Zoho's suite of software products. It easily integrates with other enterprise software like Zoho Project Management and Zoho email.

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• Like a set of old-school Lego, you must know what you want to do with it before digging in. Just creating an account to “give it a try” won't do. This requires planning, and discipline to execute.
• As of the date of the review, some functions, like CRM fall a little short of dedicated SaaS solutions. A lot can be achieved, however, with API and outside extension.
• Again, as of date of review: No built-in task dependencies or Gantt chart functionality.
• Somewhere along the line we lost Google Apps integration, which was a great way to clean the inbox. One used to be able to create a Task from within a message, which in turn would include the body of the email message for reference.
• Calendar integration is convoluted. Global calendar, Workspace calendars. IT gets a little unwieldy to manage.
• Sharing with clients is impractical.

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• I do wish it was a bit "smarter" that it could sense duplicate entries and simply update fields when it recognizes a dupe.
• I wish it had an easier integration with our marketing platform, Hubspot.
• I wish there was a way to mass update information, via spreadsheet upload, WITHOUT having the Zoho ID.

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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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• The organization which is helping our sales team not miss a beat! We are following up without having to dig for information etc.
• We close more sales when we have a clear activity list and can assess leads etc but using the scoring options
• We are able to get our work done in a user-friendly environment. It helps the day run much smoother.

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