Podium vs. SalesCaptain

The way we use Podium is that when the customer agrees to purchase a vehicle and is waiting to go into the finance office for paperwork (which can be anywhere from a 10-60 minute wait), the salesperson sends the review invite while sitting with them. The customer is more likely to write a review during some downtime, while they are excited about their new purchase, and happy with the salesperson who has been serving them.

Incentivized

When several technicians are out in the field and the office is unable to respond to every call, SalesCaptain is particularly well suited for appliance service companies that manage a significant volume of calls and messages. We make extensive use of it for texting missed calls, gathering brief intake information, and keeping clients warm until we can set up a time. It’s also ideal for automated appointment confirmations/reminders, tech on the way updates, and post-service review requests, which reduces down on status-check calls and encourages repeat business. It is less suitable for really complicated diagnostic cases that necessitate a back-and-forth discussion with a senior technician, as well as edge cases where availability or pricing rely on on-site inspection, which are better managed by a human once the first data is obtained.

• Maintains conversations indefinitely, so we are able to go back to confirm details from conversations.
• Provides the ability for our company to have a 'team' messaging platform where we can communicate with one another via single person to a single person, groups where we can add/subtract members of the group... this is invaluable to our organization.
• Until today(!), we could 'share' or forward a message to one another; oddly, that feature disappeared just today, so I'm hoping it's a glitch!

• Catches and converts missed calls (biggest revenue saver for us)
• Faster scheduling and better prep for technicians
• Clear customer updates that reduce inbound status check calls
• Review requests that actually match the moment
• Consistent follow-up on estimates/parts is equal to fewer lost jobs

• Account manager communications: I had been asking my Podium account manager for integration with our CRM tool for over 8 months before my account manager fell silent. After another 6 months, I proactively reached out only to find out that the integration had been in Beta for months and 8 other companies had already integrated. It was frustrating that my account manager did not remember a key request and make the Beta available to me the minute that it was open.

Incentivized

• More appliance-specific templates out of the box
• Deeper job lifecycle automation in one view
• Smarter reporting tied to service outcomes
• Better customer data enrichment and duplicate handling

Again, Podium has been so wonderful in the year and a half we have been using it, we are able to integrate it with our CRM and use alot of the available features. The most helpful has been getting TONS of reviews on MULTIPLE sites through Podium!

Incentivized

While giving our clients the ability to leave a review was there, we had much worse results and got fewer reviews through the Podium portal than we did by sending our clients simple email requests, or simply having our service staff ask for a review while still on the clients' job sites.

Because the daily workflow is simple, I would give usability an 8 out of 10. The shared inbox is easy to manage, chats are arranged by client, and once you understand the builder, setting up typical automations like missed-call texts, appointment reminders, and review requests is quick. The platform facilitates communication between techs and administrators and saves our office team a great deal of manual follow-up. I would prefer additional appliance-service templates and better contact/duplicate management to speed up onboarding and scalability. The primary reason it isn't a 10 is that certain sophisticated configuration more intricate routing, deeper reporting, and fine-tuning automations can require some understanding.

We haven't had any outages or issues whenever we need it over the last few years of use

Incentivized

It moves quickly and has no issues with delays. Performance is good as it is a web-based tool

Incentivized

I have to send an email to get information. They have a chat system but I end up having to go through my rep for account questions. It was a little frustrating to not have a direct phone number to call with questions. I would like to see a helpline added.

Incentivized

We only had a hard time getting our technicians to remember to send the review invites.

Incentivized

To be completely candid, I have not used another review software other than Podium. I've worked here for just over 2 years, and our company had just started using Podium. Podium has been useful and successful for our team; therefore, there has not been any reason for me to search for a new company. We are happy with Podium

Incentivized

We primarily assessed Podium and Birdeye for customer messaging and reputation management. Both are good at creating reviews and handling simple conversations, but we needed more end-to-end follow-up in our appliance service workflow. Specifically, we needed to convert missed calls into scheduled jobs, automatically gather service-intake information appliance type/brand, symptoms, address, preferred time, and run regular appointment reminders and post-job follow-ups from a single shared inbox. SalesCaptain is a better fit since it supports review requests and reputation procedures while being more adaptable for creating those appliance-specific automations and keeping the complete lead-to-job dialog in one location.

Its easy to scale to different departments as needed. We initially began using it to solve one problem and as new features became available it was easy to scale this and include other departments who could benefit from its tools

Incentivized

• I am glad there are card readers now, sales team members too often try to just send a request instead of taking payment onsite.
• It's made capturing messaging leads much easier.
• It's worth the cost but if it did a few more things it would be worth a lot more to us. Document signatures, surveying after jobs, even geotagging of photos/reviews for SEO

• More booked jobs from missed calls
• Lower admin load and faster response times
• Reputation and repeat business impact
• Fewer no shows and last minute cancellations
• Better conversion on estimates and parts delays