Podio Reviews

94 Ratings
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Score 8.2 out of 100

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January 17, 2020

Podio as a new user

Score 7 out of 10
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Use Cases and Deployment Scope

Podio is currently being used to collaborate with developers on our BigCommerce website. We are only using it for the website portion of the business and specifically for development. It has facilitated the communication between our internal team and our external development team. We don't need to coordinate phone calls, we can just chat within the software.
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Score 10 out of 10
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Use Cases and Deployment Scope

We leverage Podio as a collaboration tool in order to get our engineering and sales teams to work together. Podio provides us with easy to generate forms and apps which are consistent and can allow information to flow from one department to another. Additionally, our engineering team leverages Podio in order to send customer satisfaction surveys to our end users as part of project closure.
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Score 9 out of 10
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Podio is being used primarily in a sales capacity as a CRM to manage incoming leads, keep track of those leads within the sales funnel, and assist with tracking business expenses when it comes to company sales (entertainment, supplies, mileage, etc.).
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Score 7 out of 10
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Use Cases and Deployment Scope

Podio is used across the entire company. It solves any communication problems in each department of our agency, as we are able to log/keep track of every action/request/step that is taken along the way through a month, and it allows for an easy path to recall each previous month's direction/actions/efforts for clients.
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Score 10 out of 10
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Use Cases and Deployment Scope

We use Podio as a CRM and database for the whole organization. It stores all our mailing lists, donation history, contacts, and subscription management data. Multiple employees use it, and we integrate with Globiflow to manage orders, automated emails, and letters.
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Kris Lambert profile photo
December 07, 2018

Podio for Projects

Score 6 out of 10
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Use Cases and Deployment Scope

We use Podio in primarily a testing manner. Many of our clients use Podio and we integrate our primary product with Podio. We use the software daily as well to be aware of features and workflows that our clients experience. Podio tends to work well in a ticketing manner and even adding contacts.
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Stephanie Simon profile photo
Score 10 out of 10
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Use Cases and Deployment Scope

Podio is used company wide by all employees at all levels, our business partners and even our clients. Podio allows us 24/7 real-time sharing of information and communication. Everyone receives updates at the same time, and tasks are assigned automatically when actions are taken, making the work flow much more efficient. It allows for transparency and monitoring as well.
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Kim Westermann profile photo
Score 9 out of 10
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Use Cases and Deployment Scope

We use Podio across our organization. We are a nonprofit housing agency with offices in different cities in NC. We use Podio to organize events, to track projects, and as an agency-wide intranet for our employees. Podio cuts down on the number of emails employees receive and helps managers keep their eye on the progress of specific projects.
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Bohdan Cole profile photo
Score 8 out of 10
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Use Cases and Deployment Scope

Podio is used across the whole organization. We use it for all teams currently to coordinate everything from content tasks, SEO tasks, design tasks, support tasks, and all items related to launching a new website. We also use it for social media tasks, and all other realms that our company is involved in.
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Tip Iuliucci profile photo
March 21, 2017

Join the Podio Rodeo!

Score 9 out of 10
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Use Cases and Deployment Scope

I manage a small group of real estate agents for a team within a larger real estate firm. Podio is used to track our leads and incoming business as "projects" between myself and the assigned agent or agents as the project might call for. All agents use the product on their desktops and on their cell phones.
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Amy Smoucha profile photo
Score 10 out of 10
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Use Cases and Deployment Scope

We use Podio to document our work and facilitate internal communications for our many moving projects. We chose Podio to foster internal communications and manage a diverse array of projects because Podio is incredibly flexible, and creating and relating data sets in "Apps" is very easy. Like a lot of non-profits, the projects and campaigns we advance require us to track varying levels of information. Podio allows us to flexibly change, add or subtract data we need to track and assess. The "relationship" fields available as a building block within Apps also allows us to aggregate data and use Podio in a relational way.

Because Podio's structure and navigation are very intuitive (a lot like social media platforms), adoption to Podio by our staff has been relatively easy and has not required too much training or development.

Lastly, using an online work collaboration or project management platform like Podio significantly increases efficiency and reduces the tendency to keep duplicative information in many places. In general, it allows us to store information, documents and updates in one place that everyone can access, review or query. It's a game changer!
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June 08, 2016

Great website

Score 6 out of 10
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Use Cases and Deployment Scope

Helps us see who is doing what on a project. We enter what we're doing in the description field and it really helps us to see how far along we are on a project.
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Bargav Kondapu profile photo
February 16, 2016

Neat Interface

Score 9 out of 10
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Use Cases and Deployment Scope

Podio was used on our project team. It was used to keep track of bugs and issues. We also used it for collaborating between team members. Since most of our team members are spread across globe Podio acted as a point of collaboration.
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Harold Klaassen profile photo
Score 9 out of 10
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Use Cases and Deployment Scope

We are using Podio ourselves as an CRM, as a tool to manage our buyer personas, a tool to collect and structure our content assets. We are implementing Podio for customers, mostly as a CRM, but also as content management tool and content curation tool.

We are a small company and everyone is using Podio and the Podio iPhone app.

As a CRM it is a good alternative for larger tools like SugarCRM and Salesforce because it is very easy to adjust to changing needs and requirements. What takes months to change in the other CRM's takes days in Podio.
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Jan Florian Maas profile photo
Score 10 out of 10
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Use Cases and Deployment Scope

Podio is our magic toolbox for managing any kind of project and communication. Web based collaboration changed our business in the last two years. First, we worked internally with Podio to get more structured with ideas. Then, we dived into customer relation management and agile project management. That was the point, where other solutions felt stiffy, but Podio gave flexibility. Furthermore, Podio streamlined our communication and coordination of planning in many ways. Now, we are working with most of our customers within Podio, together.
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Nando Cabán-Méndez profile photo
Score 10 out of 10
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Use Cases and Deployment Scope

I customized a collaboration workspace in Podio for a distributed content marketing team. The entire team (8, at one point) used it for everything from CRM and client sign-up, to project and service management.

Allowed to very effectively run a complex business
In its simplest form, Podio is a very advanced web and mobile-based task manager. It allows one to assign tasks to others and be notified when those are complete. Tasks can be referenced to what it calls "apps" (more like modules, easy to modify). Once I learned I could customize and cross-reference these internal apps , I created an app called "Clients", "Deliverables", "Campaigns", and "Content Planner" (A comprehensive content calendar: blog, social, email, etc.). This allowed for project management of all deliverables for clients, from setups to ongoing marketing, bulk upload of deliverables and content calendar, and lots of other good stuff.

Killed email, with its annoying CC's and ReplyAlls
Team communications happen within Podio, ideally within the comments space of the app (much like we do on social media). For instance, to follow up on an article draft for a deliverable due next week, instead of emailing the team member, I'd make a comment and “@ mention” the responsible person within the content unit. When they reply, the comments become a history for all team members to see. We could @ mention the graphic designer regarding an image needed and bring her into the conversation that way.
This way of working reduced our internal email to practically zero.

Lets one have a big picture, and also dive deep into details.
Because of the way if works, if set-up correctly, One can have a calendar view of the work being done, or a task view, or table with progress indicators.

A single point for all business info
Podio can substitute your CRM software, project management, have custom modules suited to specific business needs, and integrate with outside SaaS tools.

Did I mention it has great iPhone and Android mobile apps?


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Keller Baum profile photo
Score 8 out of 10
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Use Cases and Deployment Scope

We initially tested Podio as a CRM and project management tool. Our choice was driven by the need to integrate these two functions as much of the information and communication retained at the lead/opportunity stage is needed later in the project lifecycle. Currently we are using Podio as an integrated CRM, project management, and knowledge base platform. We are
currently using Podio for operations and marketing and may use it to interface with accounting in the future. Podio addresses the problem of tracking communication within the organization. The platform does a good job of breaking up into functional workspaces and keeping tasks and emails in order.


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Dimitris Rakopoulos profile photo
Score 10 out of 10
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Use Cases and Deployment Scope

Podio is being used at our company for all aspects of day-to-day tasks. It is being used as a project management tool, a time tracking system, a resource management tool and even an inventory management tool. Its open architecture allows us to create any number of applications that are custom managed for our company and addressed specific problems or processes.
For our clients, it's a valuable tool for project management, approval process system, communication portal and resource handling.
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Stephen Gaschignard profile photo
Score 9 out of 10
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Use Cases and Deployment Scope

Podio is used across each department within AIESEC United States. We initially started using Podio for information management purposes and have since then used it for many other purposes - application process management, task management and tracking, CRM, financial tracking, and many other areas. It allows us to operate transparently as an organization and also have a resource where any member of the organization can find whatever information they need.
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Derek Allard profile photo
Score 9 out of 10
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Use Cases and Deployment Scope

I use Podio for communicating both with clients and with contractors I work with on any given project. Over time I've also used it to track personal tasks as well because it is very well organized. The problem Podio solves for me is 1) clearly communicating with clients (making sure they are aware of deadlines, etc. and 2) it creates a living, transparent repository for all things related to the project that can even be referred to after the project is completed. I upload all files (design comps, keyword research, have discussions about tricky issues we've worked out on a project) to Podio and the best part is I have had multiple clients (even non technical ones) say they really like using it because it is so simple. It also is customizable in that you can build your own apps for it so I've developed a core of apps that I use on every project which saves me time and keeps project management uniform across all projects.
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Score 9 out of 10
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Use Cases and Deployment Scope

We use Podio to organize projects across departments. One such example is creating webforms that are utilized by interns when they are completing site observations to alert upper management of problems. We also use the calendar frequently to manage deliverable due dates. The ability to create apps or customize current apps within Podio to meet our companies needs is extremely beneficial.
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Score 3 out of 10
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Use Cases and Deployment Scope

Podio is still under evaluation at Apartments247.com, but we are using it to track Leads, Deals, Sales and Cancellations for the Sales & Marketing Department. The initial hope was that it could also work for Development and Production, bringing 3 departments under a single, streamlined system. That remains to be proved one way or the other, however.
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March 11, 2015

Podio Review

Score 5 out of 10
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Use Cases and Deployment Scope

Podio is used by the entire organization. It keeps our projects on task.
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March 11, 2015

Gave it a try.

Score 3 out of 10
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Use Cases and Deployment Scope

We tried Podio for a few weeks among fou of us at the agency. As an organization with remote workers, we were looking for a central web home for operations. We wanted a place for storing documents, quick chats, account updates, personal news, meeting notes, all of the daily water cooler type of stuff.
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Feature Scorecard Summary

Task Management (19)
9.4
Resource Management (17)
7.4
Gantt Charts (5)
6.9
Scheduling (17)
6.5
Workflow Automation (20)
8.3
Team Collaboration (21)
9.6
Support for Agile Methodology (11)
8.1
Support for Waterfall Methodology (8)
7.3
Document Management (17)
7.6
Email integration (18)
7.9
Mobile Access (18)
6.0
Timesheet Tracking (10)
7.5
Change request and Case Management (15)
7.7
Budget and Expense Management (12)
8.9
Quotes/estimates (5)
8.7
Invoicing (6)
8.0
Project & financial reporting (6)
8.3
Integration with accounting software (3)
8.4

About Podio

Podio is a cloud-based collaboration service that was founded in 2009 and acquired by Citrix in 2012. Podio supplies a web-based platform for organizing team communication, business processes, data and content in project management workspaces; also it may be used as a social intranet or as a light CRM platform. Its reporting features allow a user to observe sales pipelines and manage budgets and time. Its task management interface is meant to be lively and dynamic as a social networking site's to facilitate sharing and task delegations, and supports document uploading. Workflows can be improved via automation of various triggered tasks. It integrates email and many familiar programs and applications (e.g. Dropbox, Gmail and Google Apps, Gotomeeting, Excel) to expand functionality, and it is mobile accessible. Podio began as a free service and a free option still remains, though three tiers of paid plans (Basic, Plus, and Premium) are now offered which expand support options from implementation only to a priority lifetime user able to gain support at any time (Premium), and limited access to shared projects for subordinate team members. However core features are supported across the tiers.

Podio Integrations

Podio Competitors

Pricing

  • Does not have featureFree Trial Available?No
  • Has featureFree or Freemium Version Available?Yes
  • Does not have featurePremium Consulting/Integration Services Available?No
  • Entry-level set up fee?No

Podio Technical Details

Operating Systems: Unspecified
Mobile Application:No