A Once Powerful Platform that Has Withered on the Vine
We use Podio extensively. We also use the Workflow Automations to help where Podio has shortfalls. Podio is the backbone of our sales, …
Starting at $9 per month
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What is Podio?
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…
Recent Reviews
Popular Features
- Task Management (24)3.131%
- Team Collaboration (26)3.131%
- Workflow Automation (25)1.111%
- Document Management (22)1.111%
Pricing
Entry-level set up fee?
- No setup fee
For the latest information on pricing, visithttps://www.podio.com/site/pricing
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Starting price (does not include set up fee)
- $9 per month
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What is 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
Podio Technical Details
| Operating Systems | Unspecified |
|---|---|
| Mobile Application | No |
Frequently Asked Questions
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.
Podio starts at $9.
Reviewers rate Support for Waterfall Methodology highest, with a score of 9.4.
The most common users of Podio are from Small Businesses (1-50 employees).
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Reviews
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September 08, 2022
A Once Powerful Platform that Has Withered on the Vine
Score 1 out of 10
Vetted Review
Verified User
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.
Podio is our key tool we use for our account service team. We have built several custom apps that allow us to track everything we do for our current clients.
Citrix
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.
June 03, 2021
Workflow Program Review
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.
Citrix [Podio] has an appealing interface, where
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.
April 22, 2020
Solid Software
I'm a solo attorney. I use it for task management and to track client fee payments.
April 07, 2020
Great Organizational Product!
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.
April 07, 2020
Podio can fit ANY need your business has!
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.).
January 17, 2020
Podio as a new user
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.
September 18, 2019
Podio stands strong in workflows
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.
July 18, 2019
Podio -- flexible and easy for non-profit use
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.
December 07, 2018
Podio for Projects
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.
July 04, 2018
User Friendly App. Customization At Its Best!
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.
December 12, 2017
Podio - help your team work together!
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.
October 03, 2017
Good tool for large teams- room for some improvement
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.
March 21, 2017
Join the Podio Rodeo!
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.
February 17, 2017
Improving efficiency with Podio
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.
June 08, 2016
Great website
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.
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!
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!
February 16, 2016
Neat Interface
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.
September 30, 2015
Podio is an excellent choice for small and mid sized companies
Score 9 out of 10
Vetted Review
Verified User
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.
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.
June 03, 2015
Podio – a surprise on the Cheshire Cat
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.
March 17, 2015
Podio means it when they say “Work The Way You Work”
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
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?
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.
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?
March 11, 2015
Podio Review
Podio is used by the entire organization. It keeps our projects on task.
March 11, 2015
Gave it a try.
Score 3 out of 10
Vetted Review
Verified User
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.