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Podio

Podio

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…

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Recent Reviews
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Popular Features

View all 18 features
  • Task Management (24)
    3.1
    31%
  • Team Collaboration (26)
    3.1
    31%
  • Workflow Automation (25)
    1.1
    11%
  • Document Management (22)
    1.1
    11%
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Pricing

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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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Features

Project Management

Project management software provides capabilities to streamline management of complex projects through task management, team collaboration and workflow automation

5.2
Avg 7.5

Professional Services Automation

Features that support professional services organizations

6.7
Avg 7.4
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Product Details

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 Technical Details

Operating SystemsUnspecified
Mobile ApplicationNo

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.

Asana, Jira Software, and Basecamp are common alternatives for Podio.

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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Comparisons

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Reviews and Ratings

(131)

Attribute Ratings

Reviews

(1-22 of 22)
Companies can't remove reviews or game the system. Here's why
Bella Castilla | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
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.
  • 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.
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 productive in the organization.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
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.
  • 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 is well suited for multi-department companies that need to be able to log communication between each other in order to have a historical record of what happens on a daily basis. We are roughly 150 employees and 8 different departments. Previously, we relied on email and a more crude workflow program. That program just couldn't handle the volume of tasks/requests/jobs that an agency of our size produces, hence why we needed a more robust platform. Podio fit that bill nicely.
January 17, 2020

Podio as a new user

Score 7 out of 10
Vetted Review
Verified User
Incentivized
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.
  • Facilitates communication.
  • Organizes projects.
  • The user interface feels dated and is not user-friendly.
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.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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.
  • 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
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.
Stephanie Simon | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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.
  • 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 is great for project management, but not so great for calendaring.
Kim Westermann | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
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.
  • 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.
We've used Podio for staff recruitment, event planning, and our agency wide intranet. Our property management team has also used it for specific projects, like tracking all of the tasks associated with turning an apartment. Individual employees use it to manage their own task lists. It works less well for calendar-based tasks or for complex and long term project management (i.e. new construction). There are times when a project is just too complicated for Podio automations, so the software should be used to track basic items and remind users where they can find more information.
February 16, 2016

Neat Interface

Bargav Kondapu | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
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.
  • 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.
Most of our team members, work in a different timezone, but Podio made our team communication easier. We use Bitbucket for code hosting and integration. Podio did a wonderful job of integrating with Bitbucket
Harold Klaassen | TrustRadius Reviewer
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.
  • 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
Podio is best suited for small to mid-sized companies. The workflows shouldn't be too complicated. Podio is very well designed to easily connect with other tools, so it can fit in almost every existing tool set you might (want to) use.

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.
Jan Florian Maas | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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.
  • 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)
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.
Nando Cabán-Méndez | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Reseller
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?


  • 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.
Better-suited:
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.

Dimitris Rakopoulos | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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.
  • 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.
Since it is a custom solution it can address a wide range of scenarios ranging from project management to invoice tracking. I think that Podio is a marvelous tool for any company that requires a way to handle internal or external processes with ease without having to spend lots of money to build a complex system.
Score 3 out of 10
Vetted Review
Verified User
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.
  • 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 is great for niche businesses needing highly customizable apps. It is also suitable for smaller businesses where one person may wear many hats and operate in multiple departments simultaneously. Do you have a high-volume production dept. with a massive number of projects per month and a dozen or more tasks per project? If so, Podio is probably not a good fit for you. Good reporting alone does not make up for inefficiency and missed deadlines. If you demand high-quality customer support for your team, don't even think about Podio. Your people don't need to be insulted by the person whose job is supposed to be helping them.
Keller Baum | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
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.


  • 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.
Podio works well for dynamic teams that need to communicate on the fly and have active users. As a platform it might be more difficult for teams with very specific processes or needs. Important factors to consider are mobile vs desktop access, the need to integrate with other data(custom db, exchange vs gmail, etc), and how structured system data needs to be.
Emre Tuncbilek | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
  • 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 one of the most cost and effort effective ways for small and medium sized businesses to consolidate spreadsheets, manage calendars, and create a platform for employees, vendors and clients. There are very large enterprises using Podio, but due to its workspace based user management it may not be ideal for certain applications. The best way is to start with a small project / product management team and then decide whether it is the optimal solution for you.
Derek Allard | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
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.
  • 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).
I think Podio is ideally suited to website design and development work. I looked at Basecamp as well but that was too rigid for me. I needed the ability for my project management tool to be more robust and Podio fit the bill. I've been very pleased with it.
Score 10 out of 10
Vetted Review
Verified User
  • 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
Podio is very flexible, have a look at their app market to see all of the various functions people are using it for. It's similar to a spreadsheet in that it's useful for engineering calculations as well as accounting tasks and numerous other applications.
Score 9 out of 10
Vetted Review
Verified User
Podio is the core cloud based tool used by Think to Act. All workflows and communication is in Podio and we link to other cloud based tools for specific actions eg Google Apps for Business for gmail, calendar, contacts, google documents etc and specific cloud based tools like Lucidchart.
  • 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
Podio is good for people wanting to systemise their business and has the ability to integrate with other software through API links and third party connectors like Zapier. It can take some time to construct your current way of working with tools like microsoft office, to a new way.

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.
Score 10 out of 10
Vetted Review
Verified User
Whole organization. Addresses business problems related to an increasingly distributed & fragmented workforce-- different time zones, geographies, and roles.
  • 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.
Because of the payment structure, it was more difficult for those who were facing-vendors to include them in their workflow. For example, the ad agency managing the work, dealt with client contacts who were on podio, but not the ever-growing list of publishers they worked with on a daily and weekly basis.
Chris Castilla (305) 918-2560 | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
  • 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've already done so.
I have personally shown/demonstrated and taught Podio to over 30 people in my network.
Sako Kassabian | TrustRadius Reviewer
Score 5 out of 10
Vetted Review
Verified User
  • 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
If you want an application that will be able to hold data well, with minimal editing, then this is for you. If you are expecting fully fleshed out excel features, you will be severely disappointed. This application is great for either the start up or the giant corporation, it is not the size of the company that will help you choose, but rather what features you seek to have. I personally would want to be capable to have fully fleshed out excel features so that I can make mass changes and do functions because they would make my job much easier. I have gotten frustrated with the system at times because it is not built for that. As I said before, if it's the right tool that you are looking for then it will work great for you.
Philip Martin Jenck | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
  • 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.
Podio has a place in any company from sole proprietorships to multinationals.
Andy Keil | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
  • 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 switched to Podio from a mixture of Highrise (sales leads), Basecamp (project management for designers), and Asana (project management for developers). Now our entire teams works in a single platform and no one misses tasks or information. Podio is flexible for just about any application and if we come up with a new use case, we can customize the platform to accommodate it.

We highly recommend it.
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