Overview
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…
Great tool to keep a small team organized and accountable.
Perfect tool for project management in the organization
Workflow Program Review
One of the most advanced and reliable project management tools
Solid Software
Great Organizational Product!
Podio can fit ANY need your business has!
Podio as a new user
Podio stands strong in workflows
Podio -- flexible and easy for non-profit use
Podio for Projects
User Friendly App. Customization At Its Best!
Podio - help your team work together!
Good tool for large teams- room for some improvement
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
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Starting price (does not include set up fee)
- $9 per month
Features
Project Management
Project management software provides capabilities to streamline management of complex projects through task management, team collaboration and workflow automation
- 3.1Task Management(24) Ratings
This includes the ability to plan, track, collaborate and report on tasks.
- 8.6Resource Management(20) Ratings
Resource management is workload planning to maximize resources.
- 8.4Gantt Charts(8) Ratings
Gantt charts are charts that show tasks or events along the y-axis displayed against time along the x-axis.
- 1.1Scheduling(21) Ratings
Scheduling capabilities allow users to set schedules on tasks, and create timelines and milestones.
- 1.1Workflow Automation(25) Ratings
Workflow automation is the ability to route work requests along an approval process automatically.
- 3.1Team Collaboration(26) Ratings
Team collaboration capabilities let team members work directly with each other and provide team updates.
- 2.1Support for Agile Methodology(15) Ratings
Agile is a time boxed, iterative approach to development that builds software incrementally instead of trying to deliver it all at once near the end.
- 9.4Support for Waterfall Methodology(11) Ratings
Waterfall methodology is a tradition development method that is linear and sequential.
- 1.1Document Management(22) Ratings
Document management provides for centralized management of all project documents.
- 8.8Email integration(21) Ratings
Email integration allows work requests to be made directly from email.
- 8.8Mobile Access(21) Ratings
Mobile access is the ability to access the software from a smartphone or tablet.
- 8.2Timesheet Tracking(13) Ratings
Timesheet tracking is the ability to track all billable and non-billable hours for each project.
- 8.4Change request and Case Management(18) Ratings
Change request and change management enables tracking of all customer requests including priority and timeframe.
- 1.1Budget and Expense Management(16) Ratings
Budget and expense management provides the capability to track all expenses by employee or department and link them back to department. It also enables hourly rates to be set.
Professional Services Automation
Features that support professional services organizations
- 1.1Quotes/estimates(9) Ratings
Ability to create, manage and send project fee proposals to customers
- 8.8Invoicing(9) Ratings
Ability to create, manage and send invoices to clients during or after completion of a project
- 8Project & financial reporting(9) Ratings
Ability to analyze project and financial data based on custom criteria to gather insights and improve business performance
- 8.8Integration with accounting software(6) Ratings
Real-time, two-way sync with accounting or financial software to facilitate project and financial reporting
Product Details
- About
- Integrations
- Competitors
- Tech Details
- FAQs
What is Podio?
Podio Integrations
Podio Competitors
Podio Technical Details
Operating Systems | Unspecified |
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Mobile Application | No |
Frequently Asked Questions
Comparisons
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Reviews and Ratings
(131)Attribute Ratings
Reviews
(1-22 of 22)- 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.
- 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.
Workflow Program Review
- Compartmentalized, in a good way. Every option for a project is represented and easy to see.
- Customization: They work with our teams to help develop the tool and customize it to unique processes within our organization.
- @Mentioning makes tagging associated workers with each job a breeze.
- Needs to be mobile friendly.
- Needs to crash less/have fewer issues. It's a regular thing for our teams to experience outages, or for Podio to be needing updates by the provider.
- It has gotten better, but it can be glitchy (a user may input something, only for it to not actually take effect, costing time and money to find where the issue was and potentially miss deadlines). It's understandable that the platform is constantly improving and adjusting to the needs of our agency, and we appreciate that it's not a one size fits all solution. Because of that, we're more prone to be okay with minor outages.
Podio as a new user
- Facilitates communication.
- Organizes projects.
- The user interface feels dated and is not user-friendly.
Podio stands strong in workflows
- Custom forms
- Workflow generation
- Surveys
- Project scoping via forms
- Form signature using right signature
- Additional API integrations
- Project management workflows
- Custom actions for workflows which can be triggered via both push and pull methods
User Friendly App. Customization At Its Best!
- Incredibly easy customization of applications.
- Powerful communication platform.
- Great integration with 3rd party application allowing for additional features in Podio.
- Strong automated task assignments.
- Calendar functionality is very limited to a point that it is a feature we cannot use.
- Printing format of reports could have a better design.
- It would be great if we could hide archived workspaces.
Podio - help your team work together!
- Podio tasks lists are very helpful - employees can keep private task lists or assign their tasks to shared workspaces so their colleagues can pick up on something if they are out sick.
- Workspaces are very flexible and can be set up to include any number of employees or outside partners. You can design your own apps to help get work done, so everything is 100% customizable.
- The chat function and the activity feed in workspaces gives people a place to chat without filling up everyone's email inboxes.
- The calendar function in Podio is its weakest function. It's hard to sync Podio calendars to Outlook calendars, and the personal calendar is difficult to customize.
- There is a definite learning curve with Podio, especially for older employees who didn't grow up with social media.
- You really need a Podio administrator who helps people set up workspaces and apps for the first year. There is a danger in over-using the software, or expecting it to fix other organizational issues.
Neat Interface
- Neat Interface.
- Unlike other collaboration software, Podio gives you flexibility to customize workflows with ease.
- Multiple spaces.
- Difficult to understand for new users.
- Too many notifications.
Podio is an excellent choice for small and mid sized companies
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.
- Can be used for all kinds of business departments (HR, Finance, Development, Sales, etc)
- A big App Market Place with predesigned apps (free)
- Low Cost solution - High Flexibilty - Easy to use
- Podio is an open platform, it isn't difficult to connect with it or to build another interface for it
- Automated workflows must be improved (now there are third party solutions)
- Podio workspaces should have the ability to (co) brand
- Faster data entry possibilities
For less than 5 users you can use Podio for free. That is perfect for selecting a right tool for you. Start building the apps you need, or look for them in the app market. Import demo data and tweak the apps and work spaces until it matches your requirements. If you find it too difficult or you are missing key functionality then Podio isn't the platform for you and your business.
Podio – a surprise on the Cheshire Cat
- If anything has to be tweaked or changed – in Podio you can do that in minutes!
- If you need high security and want the maximum possible transparency of what is shared to whom or who is allowed to see your data – Podio's concept of work spaces is great!
- Easy communication – get in contact with any team member or Podio user: chat, audio or video conferencing is just one click away!
- Work the way you want – in Podio it's easy to structure your data in Apps and to configure workflows that meet your personal needs.
- More filter options for calendars.
- Customizable views for Relation fields.
- Full featured Podio mobile App for iPad.
- A customizable profile status – would love to work with Podio in silent mode (logged in while working, but "not available" for requests when in heavy work mode)
Podio means it when they say “Work The Way You Work”
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
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?
- Tool is vastly customizable. They're not kidding when their tag line says: “Work the way you do”
- The mobile apps are top notch. One can even customize how much of the desktop functionality one wants in the mobile app!
- Eliminates the need for internal email. (This alone should be plenty good)
- Expedites communication about big ideas or menial tasks. Makes teams more agile.
- Like a set of old-school Lego, you must know what you want to do with it before digging in. Just creating an account to “give it a try” won't do. This requires planning, and discipline to execute.
- As of the date of the review, some functions, like CRM fall a little short of dedicated SaaS solutions. A lot can be achieved, however, with API and outside extension.
- Again, as of date of review: No built-in task dependencies or Gantt chart functionality.
- Somewhere along the line we lost Google Apps integration, which was a great way to clean the inbox. One used to be able to create a Task from within a message, which in turn would include the body of the email message for reference.
- Calendar integration is convoluted. Global calendar, Workspace calendars. IT gets a little unwieldy to manage.
- Sharing with clients is impractical.
Small companies with a distributed workforce that need structure in their process (as opposed to relying on shared spreadsheets or post-it-notes for process)
Great for any team that has had trouble implementing other, more rigid, project management tools (since they can customize this one)
Less-suited:
For technical reasons, it's not very good if you need or want to include clients in the conversations. One can work around this limitation, but also found out our clients didn't care to see the ghost inside the machine.
Podio is a must-have tool for any company
For our clients, it's a valuable tool for project management, approval process system, communication portal and resource handling.
- Project management. A series of applications that work together in order to address any issues related to project management are available and can be customized to specific needs.
- Resources management. A custom application can be created to handle all resource in a company with any number of parameters.
- The sky is the limit! Since all applications are custom made, they can be altered to handle any company need.
- A more advanced workflow system would be appreciated. Since workflows are new to the system I presume that it is something that will be improved over time.
- More advanced field validation when creating applications would be appreciated.
Falling in and out of love with Podio in a week
- 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.
- Task management is an afterthought, unfortunately. For complex production operations that need detailed tasks, recurring tasks, prerequisite tasks and staggered due dates for a large number of projects, Podio simply does not cut the mustard. In this area, Asana reigns supreme. It's unfortunate that simple things like due dates are missing from the app item task list view. You have to click on the task to see its due date; there is no project view of due dates. You can see due dates on the global task view, but then you can't see the app item or project that task is part of. In a production dept. with a lot of duplicate named tasks, the global task view is all but useless. Unfortunately, there is no project-based, big picture view of tasks, assignees and due dates in a single view. If you have a large team doing a lot of Production work, go with Asana or AskCow. We use Asana.
- Don't even bother telling Podio about their shortcomings. The absurdly negative answers I got from my assigned client services representative were (and I quote) "Tasks are a simple function. They cannot be customized" and when I asked if I could make tasks more prominent, "tasks will always be on the bottom of the item." When I suggested app items could benefit from color coding (common in all major text editors, spreadsheets and traffic intersections), I was hit with the insulting, "A color-coded rainbow of an item list won't happen" and most frustratingly, "You are one customer among very, very many." Thanks for nothing, Podio support. They simply do not care about you or your company's needs, and clearly only want to do business in aggregate. Terrible, deplorable customer service. Bad enough on its own to not want to do business with them on principle alone.
- Automated Workflows, while exciting initially, turned out to be rudimentary at best. You have two triggers and two effects, giving you a total multiplier of four whole options. Nothing to write home about there.
- While the text-based reporting is great, a total lack of charts or graphs means I still need to resort to using spreadsheets to visualize sales performance. (or another software solution)
Podio offers communication integration with few headaches.
- Podio is great for organizing and storing communication. The ability to break project into logical chunks and organize events vs deliverables vs contacts works well. The email in to app (bcc the app item) is absolutely key and makes the platform more valuable.
- Mobile access works well and makes it easy to find needed information on the fly.
- The ability to integrate external users into just the needed portions of the platform works well and is a great time saver. It reduces a great deal of duplication in setting up events and sending invites.
- Podio also manages notification well. Users can set the amount and form of notification they get on an individual basis and the daily summary works well.
- The biggest issue with Podio is the confusion with contacts. Podio has multiple forms of contacts which can be confusing and impact functionality. For CRM external contacts can be used but they can't be customized as needed (grouped by organization, link to social profiles, etc). To address this creating a contacts app works but limits other functionality (seeing contacts as contacts from mobile, callouts in comments). Currently I am using the contacts as an app method but hope the developers will integrate this better in the future.
- The double edged sword of functionality vs simplicity falls a little against Podio as a platform. While many of the key functions are well thought out the inability to customize as needed can be frustrating. Coming from a traditional database (access, salesforce, etc) mentality the lack of data types and ability to customize is limiting.
- Mobile access can also be frustrating depending on the use. Podio has stated that they want the system to be live and interactive so having an offline version doesn't make sense. While that makes sense it can be a deal breaker for mobile users with spotty connections.
The shortest and easiest path to social business
- Podio is the shortest path to consolidating your spreadsheets, task and calendar management, cloud storage and project management all together within days. Cheaper and way simpler than Salesforce and way more capable than Basecamp and the like.
- Podio adapts you, not the other way around. It is not a pre-written software for collaboration (Yammer), but a platform where users create their own modules without having to code or understand databases.
- Podio allows you to bring 3rd party vendors, clients and employees collaborate on their own domain (Workspaces) without having to worry about confidentiality
- There is an App Store where you can simply install workspace templates created by others and start getting things done instead of spending weeks on design, you can always customize your apps as you move on.
- Podio app on iOS is very capable, but on Android it is lagging behind.
- Advanced, multistep, field calculations are harder to implement compared to the rest of the setup.
- User management is handled via Workspaces, which is different than Salesforce.com or similar platforms, it can be both an advantage or a disadvantage based on your workflow.
Podio is the best project management tool I've found for my web design / development business
- The ability to customize apps to your own needs (particularly useful for me with bug tracking)
- Sends email notifications to the RIGHT people when they have a task assigned to them
- Very nice granular permission control and the ability to mark tasks private (for things a client doesn't need to see).
- It has the ability to chat with people online but would love a more robust google hangouts kind of interface ... would love to be able to present via video to clients
- The pricing structure is a bit confusing to me ... it's based on users, but only certain kinds of users. It could be clarified.
- Sometimes there's a lag (it's web based) which can be briefly annoying (admittedly, this could be my connection here in the office).
Podio makes life a lot easier!
- Great for use as a CRM
- Great for managing projects
- Very easy to learn and very flexible
- Great customer service
- Continual development of features
- Podio is somewhat limited when it comes to complex functionality, however they are beginning to address that with their "Workflows" feature. Still, it's crucial that each user know what is expected of them, such as which fields or apps are their responsibility to maintain
- The iPhone app needs to be easier to navigate
The no.1 tool for Small Medium Enterprises
- Provides clients the ability to take a workflow in email, excel or paper and make it easy to use and modify
- Makes it easy to delegate tasks and track progress
- Reduces the need to have WIP meetings and action and communication is immediate
- Allows for collaborating in multiple locations and supports flexible work practises
- Ease of working with clients and suppliers on a common platform
- Greater sales visibility and facts to follow up on outstanding leads. You can track actual compared to target sales
- Cross functional application. Some CRM's have a narrow focus on one or two functions. Other project management tools are very IT or technically focused. Podio can apply across multiple functions and roles
- Podio is customised for the way you work as opposed to changing your behaviours to fit a system
- Integration with Citrix GotToMeeting, video, audio and chat makes it easy to work in one place
- Use of web forms for collecting information pre and post meetings
- Lack of automation of workflows. There is a 3rd party solution called Globiflow and Podio have launched a basic workflow tool.
- GoToMeeting integration is good however expensive compared to other solutions
- Podio can be complex to learn and requires training
- Podio architecture is best to be set-up before you build too many apps as it can become confusing
- The search features could be improved
- Not able to clone workspaces, only apps
- Keeping on top of notifications and learning how to unfollow notifications
I suggest getting a Podio authorised partner or a user with 3 months+ experience to help set it up. Documenting your current workflows and agreeing on the way to do things first, makes the build in Podio easier. Podio is a little like snow skiing for the first time, you can teach yourself, however it can be more enjoyable if you learn from an expert.
Also don't start too big. Work on one area of the business and test it. People need to get to know the core of tasks, chat, apps etc as they learn customised apps. I suggest not to bite off too much at the start.
Combine heavy and like users in the testing environment to account for different skill levels and ways of learning.
Lead from the top. If the owner/leader is using it this will have a ripple effect.
Why Podio can be right for you.
- Makes interfacing with colleagues & departments a more human experience (profiles & pictures)
- Digitizes task and makes more users accountable
- Reduces, if not eliminates, the need for email.
- Alerts are still sent via email which makes the transition 100% to podio, from email, a bit more difficult on late aadopters
- The app store and app-building functionality (albeit powerful) I found difficult to understand and take full advantage of.
Podio -The Future of Project Management is Here!
- It enables users to interact in ways that are unique to Podio.
- It's friendly User Interface makes it extremely easy to manage projects
- It has become our #1 tool for Project/Event management.
- I've been using Podio for a little over a year and I still haven't found a single flaw.
- They are constantly upgrading and coming out with new tools and updates to improve their software.
I have personally shown/demonstrated and taught Podio to over 30 people in my network.
Podio - Read before you leap
- Very easy to organize data, especially if you are in the sales industry. If you are 5 or less employees, they system is free.
- The ability to use web forms where someone on the outside can fill in information and it will automatically be populated in a spread sheet is very helpful.
- The ability to delegate tasks and to eventually get rid of company wide email keeps everything up to date.
- ability to quickly chat with other employees instead of waiting for email.
- It is not a system designed well to be used for mass data entry or excel type use.
- The importing from excel feature seems to be broken as it typically causes other issues elsewhere and is not very user friendly
- Some design decisions that are made when it comes to editing data, customization, etc are down right shocking
Podio...Facebook for Business
- As a seasoned IT professional responsible for developing business critical applications for a wide variety of industries I have a keen interest in new and innovative solutions for legacy and "new economy" companies. Like many other "grey beard" IT professionals, I have embraced the web based migration of all things IT. Just as we experienced in the 1980's and 90's as we transitioned from Main-Frames to PCs the pace of change in my field continues to accelerate. It takes real-world experience to recognize the "gems" in software applications and web services.
- Podio is a real gem. It builds on the strength of social media web design and marries it with business email applications to create an in-house communication system that has the granularity to manage projects and the extensibility to encompass Customer Relationship Management. Now add a simple programming paradigm for creating dashboard widgets and you see the power of Podio.
- Podio is unlike other web tools that just moved time proven technologies from the desktop to the browser. Not that Salesforce isn't a great database tool, but compared to Podio it is a hammer that sees everything as a nail while Podio is a box of legos.
- I downloaded, installed and tested many similar products before selecting Podio as the best of the bunch. Just check out their demos, forum, and support before you commit to an alternative product. Great solutions aren't just about bullet point features but require a ground swell of users to succeed. I believe Podio "has what it takes" to be the leader in their "solution sphere".
- They offer a generous community edition. Try it out in HR or MarCom. Easy enough for your Executive wing and cool enough for your interns. I say "You won't be sorry".
- More excellent video tutorials for building widgets and reports.
- Switching between workspaces is seamless.
- Intuitive interface that makes it easy to get in and start using the product.
- To-dos are managed well, much better than Basecamp.
- Project Management, CRM, Sales Leads, etc.
- Extremely customizable for just about any application.
- Searching across all workspaces is very intuitive.
- Too flexible. Can be daunting for inexperienced users.
- Having Milestones, Deliverables, Tasks can be confusing on when to use each for some users.
We highly recommend it.