Given the power, unrestricted flexibility and user-friendly UI, I use Podio as the basis/hub for nearly every aspect of my business. With the inclusion of Workflow Automations (formerly Globiflow), it is very easy to automatically move and apply data across multiple workspaces. The allows me to use Podio for training, operations, product development, crm, sales, reporting and much, much more.
Pros
On-the-fly, no-code, customization.
Easy, intra-app automations.
No cost 'guest' access to items.
Granular permission structure to features and data
Cons
Internal integrations with leading third party apps
Accelerated feature development
Enhanced tutorials and support.
Likelihood to Recommend
For rapid, no-code deployment of fully customized workspaces and data management solutions.
Podio is a great repository for just about everything I need to track. I keep all my account information there (for home and business) to make it easy for someone else to know what I track in case I am not available. Because it is so verstile in what I can store, I use it for a variety of other purposes. I have a section just for vacations (because that's IMPORTANT!) I store notes, ideas, and reservation details for hotels, airlines, attractions and more. Also, I have a workspace to help me manage gift certicates for restaurants and season tickets for the theatre. I also started using it as a journal. Have not done much there but I see the potential as I can upload photos, create tasks and long-term goals. Each workspace is customizable on what fields I need so I think the uses are boundless. I don't use it for business as much as I used to but found it so useful I have kept my account active.
Pros
Customizable workspaces for a variety of applications. I can create different fields for each application type.
I can create associations between apps. For example, for a vacation I can link to all reservations for that trip (hotel, flight, etc.)
I love that I can upload photos as visual cues are great.
Cons
Honestly, I've been pretty happy with it. Been using for 8 years.
I have not tried the app much but that is on me.
Some sort of encryption feature for sensitive data would be cool!
Likelihood to Recommend
The annual cost is under $50 so well worth the organization services it provides. I use it to manage all my on-going data (household accounts, links to manage) as well as tracking other more transient info (upcoming vacations, reservations, gift certicates). It is so versatile in its applications, I cannot manage life without it (as easily!)
We use Podio extensively. We also use the Workflow Automations to help where Podio has shortfalls. Podio is the backbone of our sales, support, product development and management. Podio allowed us to build the workspace we needed which is fairly unique. The flexibility to customize your apps to hold sales, prospects, projects, support, etc was incredible. We share data from Podio with our custom SaaS application and vice versa. It feels like we have leveraged every possible feature Podio has to offer.
Pros
Customizable apps to fit your specific needs
Free to explore and use basic features until you grow into more
Clean interface
Cons
Crippling feature development leaves you wondering if Podio is close to end-of-life
Severe lack of communication. You HAVE to figure out your own solutions no matter what you pay for the software.
Inability to get even basic reports across multiple applications.
Data is siloed in each app. It has relationships but you cannot generate queries based on related apps.
Downtime. Podio has gone done far too many times for days without any compensation to lost time.
Very slow page builds. Data seems to be coming from slow datasources and takes a long time to complete rendering.
Likelihood to Recommend
I can't see anyone engaging Podio unless it is for a very small project. When Podio launched, it was AMAZING. Unfortunately, it has sat stale for years on end while other, more useful competitors created better features. You will quickly find yourself looking for ways to migrate to a HubSpot, Airtable, Notion, etc.
Podio is one of the best project management software that is available in the
market to possibly solve all the problems related to the management of
projects. It is helping me a lot and
probably the best software that I come across in reaching the accomplishment of
my project. I have been using this software for a very long time in my organization and it is helping me a lot in automatically building up the tasks
and then assigned it to the other team members to keep everyone’s input on the
task very easily.
Pros
The quality build tool that helped me a lot in the recent two projects, that they had a lot of data in bulk which Citrix [Podio] managed very well and did notify me on every single step so that I did not miss any main deadline.
Another stand-out feature that I like the most which is its notification and alerts system. The software notifies me of the task progress, tells me about the due date, and alerts me when the task gets overdue.
This helps me a lot in sharing the real-time progress on the projects to the customers to engage them confidently with the work productivity.
Cons
The main drawback that I faced while starting on the platform that it is not easy to customize according to the needs. There are some rules and restriction on the platform which do not allows having the platform in your own customizable style.
Secondly, customer support is drastically unprofessional. Recently I got stuck in some features which I wanted to explore. For which I texted their support and they were really unprofessional, did not even listen to the query full, and never respond again which is the biggest drawback.
Likelihood to Recommend
It
is the perfect solution available in the market to easily manage a large
amount of project information easily. Also helps in managing the project
easily. A real-time notification system, clear UI, and clean dashboard make it
even more reliable to use. I would recommend this software to other
organization to give a chance to this software and save their time and be
everything is well organized, and by a sudden glance, I can tell about which of
my team member has put how much effort into the project completion. Further, it provides me information about the about of time sent on each project, thus I
can calculate the working hours and could evaluate the progress of each
individual. I can say surely say that this project management tool is playing an important role in our company and dragging us toward success.
Pros
I can easily collaborate with each other and could insert URLs and videos for throwing better effect on the presentations, in this way I am in the position of better guiding my customers.
It allows me to do commenting so that being a team we can give suggestions to one another thus, enhancing the work efficiency.
It is an affordable platform which provide better services in less cost.
Cons
Project sharing is a bit difficult. [Citrix Podio] must introduce some new and advanced features for sharing projects.
It is also difficult to remove someone from ongoing project.
Likelihood to Recommend
[Citrix Podios's] customer support is very quick and they provide you an option to convert your
project into small tasks so that you can better assist your team and extract
maximum work out of them hence I will totally recommend its usage. I could not think that keeping track of tasks could be this much easier and smart. It is a fully customizable tool that manages my tasks efficiently and deal with them effectively.
I'm a solo attorney. I use it for task management and to track client fee payments.
Pros
Maintains client contact information.
It's customizable, so I can add apps that I will use and do without things I don't need.
It's good for keeping track of tasks.
Cons
Each app needs to integrate better with the apps within the platform
Likelihood to Recommend
It is well suited for a "home base" practice management software because it does not force useless features on you that don't pertain to your practice area. You simply choose the apps that work well with your practice and don't bother with the apps that are not helpful for you. I do supplement with a CRM.
Our entire organization uses Podio....Manufacturing, AP/HR, Customer Service, Inventory. It helps keep us organized between departments. We even have a few external contractors using it to communicate projects within the company. Our production team works different hours from our office staff, so it helps us stay on top of projects that cross departments without the headache of balancing meeting times.
Pros
Super easy to use!
I love that you can set up a project and individual tasks. Those tasks can be assigned to various team members so there is no confusion over who is responsible for the tasks.
I love the daily email reminders. Keeps everything right in front of you so you know what deadlines you have for that day.
Cons
Sometimes it's a little hard to tag someone in a response. If I'm commenting on a task and that person is not associated to it, but is associated to the bigger project it would be nice to be able to tag them in a comment if you need to communicate with them in order to accomplish your task.
It would be GREAT if there was integration with the google calendar.
Likelihood to Recommend
If you have a team of 2 people or 2000, Podio will be a great resource for you.
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.
Pros
Facilitates communication.
Organizes projects.
Cons
The user interface feels dated and is not user-friendly.
Likelihood to Recommend
This software is great if you are coordinating with an external team for a project. It would be great for internal projects as well, but it's only really needed for complex projects involving multiple people and processes. The development process for our website took much less time than we anticipated because we were able to interact with our external development team in real-time to report bugs and share updates.
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.
Pros
Custom forms
Workflow generation
Surveys
Project scoping via forms
Form signature using right signature
Cons
Additional API integrations
Project management workflows
Custom actions for workflows which can be triggered via both push and pull methods
Likelihood to Recommend
Podio is greatly well suited for the generation of custom forms and as a way to create a central knowledge base for a company. The ability to integrate via APIs and create standardized forms can allow you archiving for project delivery. It is a suitable replacement for base camp which provides a lot more features and workflow processes.
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.).
Pros
Fully customizable!
Easy to use on variety of devices.
Data is accessible anywhere.
Cons
It's somewhat complicated to setup out of the gate -- there are so many options.
Likelihood to Recommend
Podio is suited as:<span style="font-size: 13px; letter-spacing: -0.15px; word-spacing: 0.35px;">
</span><ol><li>Great for a CRM.</li><li>A project management tool.</li><li>Invoice tracking.</li><li>Cost/expense tracking.</li><li>Sales pipeline.</li></ol>
