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 is very customizable. The out-of-the-box modules are a great start however the system allows you to customize them to better fit internal operations.
• The integrations with other Zoho apps is crucial to us, and Zoho CRM acts as sort of the hub for our teams project tracking, communication, and task tracking. Most if not all other Zoho apps have a native integration back to Zoho CRM.
• Reporting features are excellent. Likewise, the ability to create custom "Views" within our modules record also provide us with deeper insights to the critical data stored within Zoho CRM.

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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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• The navigation is a little clunky
• Customization can be a detriment since undoing previous iterations while maintaining the data can be challenging
• You need a clear SOP on where to work out of (contacts, deals, accounts) since the notes don't necessarily transfer

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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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• Zoho CRM has helped us visualize and analyze our sales pipeline in a more detailed manner, which has helped us better forecast our annual revenues.
• Zoho CRM has brought a level of visibility across our organization that was not there before. This has helped us stay on track and keep everyone accountable.
• Since using Zoho CRM, we've seen our annual sales jump 10%. While it's impossible to attribute this entirely to Zoho CRM, it has definitely helped our sales grow by helping us stay focused and disciplined in our communication with clients.

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