Contactually CRM (discontinued) vs. Podio

Contactually is a very powerful CRM, even though it is extremely simple to use. It is very intuitive and fun to use! Their templates for nurturing and follow-up are phenomenal, so if you have a sales cycle, this is the tool for you. I even use it to keep track of family and acquaintances' interactions, as Contactually can alert me when it's been 30 days since the last time I talked to person A. The only reason I don't give it a 10 is because price has been going up in recent years.

Incentivized

[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.

Incentivized

• The get connected prompts is a very useful feature.
• Good data consolidation picked up from a variety of sources.
• Once added, the contact profiles are updated regularly with how the contacts' LinkedIn profile would change.

Incentivized

• 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.

Incentivized

• Pipeline functions. It's pretty bare minimum right now.
• Capturing text and phone calls outside the app. It's hard to remember to initiate both from the app.
• Calendar function. You should be able to edit the calendar in Contactually and it would sync with your Google calendar.

Incentivized

• 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)

Incentivized

Just doesn't provide the sophistication that I seek. It's a simple solution with some innovation automation relatively speaking, but ideal for individuals and small businesses with basic CRM needs.

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

Easy to use, does not require a strong technical background at all.

Incentivized

It is usable, for sure. Requires a bit of thinking to be really useful.

I have not experienced any down time

It works all the time and if I have a question, support get back to me ASAP

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.

Incentivized

Could of got more help sooner and mapped out structure after the 1st month. Future planning

It seemed to have everything that I wanted and wasn't too expensive.

Incentivized

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).

As you business grows, so does Podio. There seems to be no limit to the workspace and apps you can create on the platform

• It's had a very positive impact in building and maintaining my relationships. The ROI has been positive as an affordable and user-friendly CRM.

Incentivized

• 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.