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
TaskRay
Score 9.0 out of 10
N/A
TaskRay is a project management platform for managing project within Salesforce. It enables work to be planned quickly and efficiently, across geographically distributed teams.
It supports collaboration using Chatter groups, and file sharing.
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 …
TaskRay
Verified User
Anonymous
Chose TaskRay
In our comparison, TaskRay was the most robust client care and onboarding tool. It had a lot of different features and advantages that we are excited to take advantage of.
The main reason we chose TaskRay over the others is because it connects to Salesforce. Our sales team already uses several software solutions and the last thing they need is another thing to log into each day.
We like the price compared to other PM solutions and we like all of …
TaskRay is a simple solution to install and get moving with. Project creation, stage setup, and task creation are just a few great features that are simple to set up. Remedyforce & Service Manager are a more enterprise type application for more service desk type environments. …
TaskRay does not require you to be a certified project manager to manage your project like MS Project. We also tried using the salesforce free project solution but it's not as tightly integrated with SF as the TaskRay and again not nearly as easy to use. We also used …
We are still in our year long evaluation process. But TaskRay has been the easiest, and most successfully adopted tool so far. Even if we do not end up choosing TaskRay, I do not regret implementing the system or the experience working with the team at TaskRay. The only reason …
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.
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.
During my use, I would at times get responsive issues in regards to tasks opening, editing task details, or moving from stage to stage. This didn't occur for quite some time until we started loading the system with extensive projects and hundreds of tasks to each project. While unfortunate to run into these performance issues, many applications run into similar issues when working many simultaneous tickets at the same time.
Customization to the task layouts is a bit cumbersome.
If you are running a lot of stages, 8 - 12, moving tasks from one side of the board to the other can take a little bit of work. At the time there were no quick close capabilities on the tasks to redirect the task to its final stage.
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's hands-down the best PM tool we have ever used. Nothing compares in ease of use and being easy to learn. It also looks great and makes sense immediately
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.
TaskRay is a simple solution to install and get moving with. Project creation, stage setup, and task creation are just a few great features that are simple to set up. Remedyforce & Service Manager are a more enterprise type application for more service desk type environments. JIRA is a highly used and close favorite with project management. At the end of the day, simplicity for setup and configuration as well as day to day usability went hands down to TaskRay over JIRA.
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.
The cost of TaskRay is much less than other project management solutions. Other solutions require you to upgrade for premium features such as Gantt charts or calendar views. It costs $21/month per user.
They offer volume (number of users) discounts as well as contract length discounts.