HubSpot’s CRM enables growth-minded businesses to optimize their relationships with leads and customers. Through harnessing the power of carefully crafted sales, marketing, customer service, content management, and operations tools, the software aims to make it easy to unify team strategy and drive conversion. Additionally, the software allows users to connect with over 875 integration apps, APIs, and solutions partners to create a customizable user experience that suits the way teams work.…
$0
Per Month [Unlimited Users]
Podio
Score 8.7 out of 10
N/A
Podio is a cloud-based platform for organizing team communication, business processes, and reporting in project management workspaces; also it may be used as a light CRM platform. It enables workflow automation and integrations. It includes a free version and paid packages with additional features.
While selecting the best CRM we have evaluated 2 CRMs, one is Zoho CRM and the second is HubSpot, and we have selected HubSpot CRM because of 2 things, it's easy to use and it gets fit into the budget of most of the companies.
HubSpot CRM seemed way simpler and cleaner than zoho and salesforce CRM, which needed more setup and felt bilkier for daily use. Pipedrive was decent for tracking pipelines, HubSpot offered better e-mail logging, task management, and a more seamless workflow overall. I chose …
HubSpot CRM feels more economical that Salesforce, but both products have the same issue of seemingly requiring a full time person (or people) to set up and maintain the CRM. Both platforms are very powerful but end up being a major draw on resources to build team patterns to …
We used to use Outreach but we stopped because it wasn't as robust as HubSpot CRM. It also wasn't as easy to use. We couldn't store any client data in Outreach because it wasn't made for that. It also didn't integrate well with HubSpot CRM. So we got rid of it and I'm so glad …
At the end of the day, we realized we weren't going to make a change. It would be a massive lift right now to make a change to a totally new system. I like what Pipedrive offered, but the effort to actually make the change is not worth it to us.
Much simpler to set up (vs Salesforce) and much more usable than Zoho. We switched from HubSpot -> Zoho because Zoho was way cheaper, but you get what you pay for(!) and so we recently switched back to HubSpot. Everyone is very happy!
Velocify only sends automated emails so being able to send custom ones is really nice. Velocifys call and record feature was much better than HubSpot CRM. HubSpot CRM cannot show a different caller ID than the one it calls which velocity can do. It would be nice to have to ring …
Free starter package and easy set-up. The first task was to set up a lead pipeline. After I discovered many more features, such as a ticket system, chatbot, and email sending in HubSpot, our team is using them on a daily basis.
HubSpot+Salesforce is the most reliable and efficient combination I’ve ever used in a sales and marketing position. They complement each other perfectly, and I have nothing bad to say about it. And, thinking only about HubSpot, it’s quite friendly, which is really a stand-up …
I like Hubspot as a way to track emails to cold prospects, conversations with prospects/clients, tracking opportunities, etc. Like I shared, the ramp up period isn't long and it's a nice way to stay organized when new members are joining on to ensure organization for team …
Our team and senior managers deemed these products worth reviewing and requested that every team assess them, enabling our company to make an informed decision about the software to purchase. Everybody checked, and a survey was conducted among all those employees. We received …
Our company was using Zoho CRM earlier but when our company started growing and started having so many clients. It was not that much smooth for our operations that is why we switched to HubSpot CRM and we are really happy until now with its performance and operations. So, I …
I tested Microsoft Dynamics. Microsoft Dynamics was powerful but felt heavy and complex for our needs. Freshsales had good AI tools but lacked our needed integrations. easy start, built-in email tracking, and clear deal stages without building everything from scratch. HubSpot …
We tried other product Zoho CRM before using HubSpot CRM. Zoho CRM was too hard for our team to learn, and didn’t work well with our other tools. HubSpot CRM is easier to use and fits better with what we need every day. It helps our team work faster and keeps all customer …
We did analyze the Salesforce CRM analytics for our team, but all of our team members are not technical people, so they were having issues using it. So we decided to go with HubSpot CRM because our non-tech team was fine with it as well, and they were really happy with its …
My team was using Pipeline earlier, but that was not working according to our expectations, and our users were increasing, and Pipedrive was not able to handle that kind of number, so we switched to HubSpot CRM, and it has met our expectations as it is handling a very large …
Our team did use Zoho CRM in the past, and it was a user-friendly tool. It was cost-effective as well. However, we later decided to go with HubSpot CRM because it offered us some valuable features. Zoho CRM was not compatible or easy to use with our existing tools. However, …
I found that HubSpot CRM is the go to CRM solution on the market for sales.
I have tried other CRMs which I often found were lacking features meaning you couldn't do half the things you wanted to, or they were on the other end of the spectrum where they were too specialised in …
I used Keap for about 5 months and after spending dozens of hours and thousands of dollars, found it did not do what I needed (invoicing was a problem). I am currently using Zoho One for business and like that it has a lot of features I need at a price that is less that if I …
These options weren't available when we picked Podio. Podio cannot compete with these options because Podio chooses not to actively develop, communicate with their customers or build system stability. Any serious customer should consider these as showstoppers when looking at …
[Citrix] Podio has smart features for project management. There are many functions that are missing in Clarizen One, so [Citrix] Podio keeps better functionalities than it. It is a reliable and straightforward tool with a smart interface.
As everyone knows Asana is a well-known project management solution but because of its ranking Asana and its functionalities are coming down and coming up with some complaints. So, I decided to choose Citrix Podio because it works well and provides effective services.
I only listed Slack because it is similar in that you can coordinate with external and internal teams. You can share files and chat with other individuals. Slack is severely lacking compared to Podio though. Podio has the capabilities to track tasks, finances, projects, …
Basecamp is as the product ironically states, much more basic. While basecamp allows for form generation and tracking of projects and forms through workflows, basecamp leaves a lot to be desired in the way of customization, historical tracking and workflows.
Podio is a custom solution, where Mavenlink was a less robust, less feature-rich solution. We simply outgrew Mavenlink and don't have any regrets. Mavenlink did its job during the time we used it. In order for us to successfully grow with our business, we needed a custom-built …
We actually use Airtable for some (different) databases, but have found the flexibility of Podio and integration with Globiflow to be superior for many of our needs.
Podio is decent for task management. We selected Podio to learn about the product and how to work with the product going forward. It feels like more of a project management tool than a CRM. The limited reporting and contact management features leave much to be desired. There …
We were trying to find a cost-effective solution (we're a small company) that would allow us to store all our client contacts and notes and help save our team time. Podio's globiflow feature does this really well. Other options we looked at didn't have these features or gave …
We really hadn't used other project management software before Podio. We relied heavily on Outlook and Excel for communication and organization. Podio allows for more visibility across employee task lists and projects and helps us collaborate better.
We felt that Podio was more customizable than Wrike and met more of our needs as a company since it was able to go even deeper into managing projects by automating workflows with the webforms.
We actually use both Podio and Salesforce. Podio is used for more internal communication and projects. I work for an event planning company and we use Salesforce for more external conversations and budgeting/invoices.
Asana, Basecamp and Trello are great for simple task management. Podio has more features than each of the other software and is a more comprehensive solution.
Basecamp definitely is simpler but it's also far more restrictive. I felt like Basecamp wanted to force me to work a certain way and it also isn't as robust as Podio in that you can't build custom apps for it. Custom apps have been a life saver for me as I can structure them …
Unlike Trello, Podio allowed us to establish a structure for the data, to be used by all team members, and establishing a clear workflow. (Podio can mimic the Trello “card” look, and integrates with it). Basecamp seemed too rigid, or complex to modify. It's a solid tool, but not …
Podio isn't built for the enterprise market and is more flexible to adjust to the needs of our customers. The time to market is short, the app-builder is very easy to use and it can be used for multiple disciplines within a company or cross-company. Last but not least, it is a …
Features
HubSpot CRM
Podio
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
HubSpot CRM
8.1
Ratings
3% above category average
Podio
-
Ratings
Customer data management / contact management
8.90 Ratings
00 Ratings
Workflow management
8.50 Ratings
00 Ratings
Territory management
4.90 Ratings
00 Ratings
Opportunity management
8.50 Ratings
00 Ratings
Integration with email client (e.g., Outlook or Gmail)
8.60 Ratings
00 Ratings
Contract management
7.90 Ratings
00 Ratings
Quote & order management
8.30 Ratings
00 Ratings
Interaction tracking
8.80 Ratings
00 Ratings
Channel / partner relationship management
8.20 Ratings
00 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
HubSpot CRM
8.1
Ratings
5% above category average
Podio
-
Ratings
Case management
8.40 Ratings
00 Ratings
Call center management
7.80 Ratings
00 Ratings
Help desk management
8.20 Ratings
00 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
HubSpot CRM
8.8
Ratings
12% above category average
Podio
-
Ratings
Lead management
8.90 Ratings
00 Ratings
Email marketing
8.60 Ratings
00 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
HubSpot CRM
8.3
Ratings
7% above category average
Podio
-
Ratings
Task management
8.50 Ratings
00 Ratings
Billing and invoicing management
8.00 Ratings
00 Ratings
Reporting
8.40 Ratings
00 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
HubSpot CRM
8.3
Ratings
7% above category average
Podio
-
Ratings
Forecasting
8.20 Ratings
00 Ratings
Pipeline visualization
8.50 Ratings
00 Ratings
Customizable reports
8.30 Ratings
00 Ratings
Customization
Comparison of Customization features of Product A and Product B
HubSpot CRM
8.0
Ratings
4% above category average
Podio
-
Ratings
Custom fields
8.60 Ratings
00 Ratings
Custom objects
8.60 Ratings
00 Ratings
Scripting environment
6.30 Ratings
00 Ratings
API for custom integration
8.60 Ratings
00 Ratings
Security
Comparison of Security features of Product A and Product B
HubSpot CRM
9.0
Ratings
6% above category average
Podio
-
Ratings
Single sign-on capability
9.00 Ratings
00 Ratings
Role-based user permissions
9.00 Ratings
00 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
HubSpot CRM
8.1
Ratings
7% above category average
Podio
-
Ratings
Social data
8.00 Ratings
00 Ratings
Social engagement
8.20 Ratings
00 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
HubSpot CRM
8.3
Ratings
9% above category average
Podio
-
Ratings
Marketing automation
8.60 Ratings
00 Ratings
Compensation management
7.90 Ratings
00 Ratings
Platform
Comparison of Platform features of Product A and Product B
HubSpot CRM
8.0
Ratings
4% above category average
Podio
-
Ratings
Mobile access
8.00 Ratings
00 Ratings
Project Management
Comparison of Project Management features of Product A and Product B
HubSpot CRM
-
Ratings
Podio
7.7
Ratings
0% below category average
Task Management
00 Ratings
8.00 Ratings
Resource Management
00 Ratings
9.50 Ratings
Gantt Charts
00 Ratings
2.00 Ratings
Scheduling
00 Ratings
6.50 Ratings
Workflow Automation
00 Ratings
10.00 Ratings
Team Collaboration
00 Ratings
7.50 Ratings
Support for Agile Methodology
00 Ratings
9.00 Ratings
Support for Waterfall Methodology
00 Ratings
9.00 Ratings
Document Management
00 Ratings
8.50 Ratings
Email integration
00 Ratings
6.00 Ratings
Mobile Access
00 Ratings
6.50 Ratings
Timesheet Tracking
00 Ratings
7.00 Ratings
Change request and Case Management
00 Ratings
9.00 Ratings
Budget and Expense Management
00 Ratings
9.00 Ratings
Professional Services Automation
Comparison of Professional Services Automation features of Product A and Product B
Most of our clients are either government institutions or Education sector clients, such as universities, colleges, Coaching Institutes, and Competitive boards. We store their data in a single place. That means we can keep our one client's data in one place without any confusion. Our data is always clear and understandable while it is in HubSpot CRM.
Some people seemed to be confused by too many options. Customizing your work in a digital workspace needs means rethinking your possibilities by knowing your toolset well. In the beginning, I was a little bit frustrated, because I didn't see all these options and there was a lack of best practise. Studying the large Podio App Store solutions helped me to understand. If you do not have the time it's the best moment for getting in contact with one of the Podio partners.
The ability to create marketing campaigns and have control over when to stop and when to send the next according to your cadence design is excellent. However the ability to see the performance and the history for each prospect is so simple and so accessible - I kicked myself for not getting it sooner.
Having one place to create companies and contacts as well as score leads and track all contract products means we don't have to miss any renewals.
The Deal tracker gives us the ability to track multiple pipelines as well as team and individual metrics like average sale, percentage of goal, contribution to team effort which when mixed with an activity tracker means the team stays lean and mean to crush all goals.
The real time chat feature means prospects can navigate to our landing page for info about us, levels of product availability, pricing and begin a quick chat with members of the sales and support team.
Intel features along with lead scoring, SEO integration, podcasts and white papers all combine to be the most comprehensive CRM you could need.
Podio's apps are the most customizable tools I have seen anywhere, and I have tested and evaluated a large number of work management solutions. The abstract nature of their apps makes them ideal for very specific, niche cases as well as common, general purpose uses. The solution is elegant: an app is simply a collection of app items, with characteristics and perhaps links to other apps & their app items, all of which can be defined by your needs. Anyone who enjoys making "lists" of "things" should love this.
Custom reporting is a dream in Podio. I can take any characteristics or fields in any of my app items, compare or filter them with other apps' items, run calculations on them and figure totals by month, team member or almost anything else you can imagine. The possibilities really seem limited only by your imagination.
Podio has a lot of features, but another strength to factor in is third-party support. There are a lot of outside companies that offer additional features like detailed workflows, synchronizations between other cloud-based apps, and possibly even graphs in the near future.
Not sure if this has been implemented but having drop-down menus that change depending on your previous selection - AND/OR functionality would be great.
Some ability to reskin Podio.
Archiving of old projects / content of apps without manually moving contents.
To be honest there are some barriers due to which we are unable to use Hubspot at it's full potentials. The region that we work in has some restrictions that don't allow us to make calls or text which leaves us to just Email to the client.
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
Once you are set up with HubSpot CRM, it becomes difficult to use any other tool, as it integrates you into the workflow and makes it a habit to log in to HubSpot to identify tasks for the day. The overall ease of use is also a brilliant factor in using HubSpot. They push you towards deal closure and revenue generation.
It takes a while to understand how to wield the power of 'relationship' fields and unlocking the flow of data across Podio apps and workspaces. Once the lightbulb comes on, the options and builds are effortless and limitless. Because of the unrestrained customization, you truly start with a blank slate and must endure a potentially frustrating learning curve to crack to (no)code. But once you get it, all the power is readily at your fingertips.
Because when I needed help HubSpot responded immediately and provided me with the information I needed which enabled me to realize that HubSpot was even more customizable and easier to use than I thought! And I already thought HubSpot was very user friendly and easy to use, and then Support showed me how to manipulate the settings, columns and the appearance of the tool.
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.
If you've had any prior experience with cloud based marketing automation or group communication tools, you can do the implementation without paid outside support. Though getting to a SLA (service level agreement) would be best achieved with the help of a third party who can facilitate
Our team and senior managers deemed these products worth reviewing and requested that every team assess them, enabling our company to make an informed decision about the software to purchase. Everybody checked, and a survey was conducted among all those employees. We received the most votes for HubSpot CRM, as most employees preferred it.
As everyone knows Asana is a well-known project management solution but because of its ranking Asana and its functionalities are coming down and coming up with some complaints. So, I decided to choose Citrix Podio because it works well and provides effective services.
Gave a ton of visibility into user and sales funnel.
Able to get back to new signups or inbound leads much faster, sometimes within minutes. We have a Slack integration that's super helpful.
Saved hours each week that were earlier spent digging through emails or spreadsheets for context; meetings are a lot shorter because it is super easy to go through the created reports.
Podio has made our internal communications more fluid and timely.
It's much easier to search and find things (previous developments, notes, updates) in Podio than in the traditional combination of email, document storage, etc.
The Podio platform fosters a clearer understanding of all the work, projects and updates we are juggling at any one time.