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.
$14
per month per user
Rocketlane
Score 8.5 out of 10
N/A
As per the information provided by the vendor, Rocketlane is
a platform specifically designed to cater to onboarding, implementation, and
professional services teams. The primary objective of this platform is to
enhance collaboration with customers, optimize project delivery efficiency, and
augment customer experience and accountability. Its target audience primarily
includes industries such as CS (Customer Success) and Professional Services. It
emphasizes its capability to expedite time-to…
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 …
The older one was no as good as Rocketlane because the User interface and UI are most important to use any software for the end user. Because more easy to understand, and easier to adapt the software. Thanks, Rocketplane I really like rocketplane because of its features and …
Rocketlane was extremely easy to stand up and get running. Both our internal teams and customers have been fans of the process so far. We had our first projects set up, with our Salesforce sync and white-labeled branding all live within the first week.
For our specific needs, Rocketlane fits the bill perfectly. It had just the right amount of features without it being overly complicated to teach the client. The pricing also worked out well: just pay monthly licenses per user.
Rocketlane is more robust for onboarding than monday.com with better customer interface. However, Rocketlane does not have some of the advanced features of ChurnZero or GUIDEcx. However, Rocketlane's pricing is aligned well with the features they offer.
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.
There is project management tracking from the start till the end (onboarding till hypercare). The bifurcation of project stages and pre-built templates is good; you can assign client tasks. Less appropriate: Raising tickets for developers because there is no escalation management option. Let’s say the developer didn’t reply in 24 hours for a high-priority task; this should be automatically escalated to their senior.
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.
Status updates can be published, which can be seen by external stakeholders/clients even though they are not on Rocketlane or they have not taken Rocketlane subscriptions.
Timesheets can be easily tracked through which resource utilization can be planned.
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.
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
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.
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.
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.
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.
As an admin and end-user, Rocketlane has saved me at least four hours of work every week. Multiply that across the entire team, and we're saving two full days of work by removing all the manual tasks.