Podio is a freemium 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. Users can also select business apps from an online app store or build their own according to project needs.https://media.trustradius.com/product-logos/H7/7R/THTUERUPWEX0.PNGCitrixFalling in and out of love with Podio in a week2014-04-18T18:16:27.551ZPodio 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),3,Podio may have helped us sharpen our own customer service by demonstrating how NOT to treat customers.
Since we are still in the evaluation stage and are actively seeking other options, I can't say that this experience has harmed us. I am glad I found out sooner rather than later about their attitude towards their customers before we had invested too much time & money in it. I may be just "one customer among very, very many" but I intend to share my experience with other prospective customers, and I expect this mistake will impact them more than just the value of our company's business.,,2,Linking related "apps" to one another and running calculations and reports on fields was extremely simple and straight-forward.
Shared workspaces and personal chats all but eliminate the need for a separate communication system like HipChat or the now-defunct Campfire.
Choosing multiple views for each app is handy, because not everyone visualizes things the same way. Or maybe the data lends itself to a table in one circumstance, and cards in another, depending on what you're trying to accomplish.,Task Management is deplorable. Really an embarrassment compared to a system like Asana. To make matters worse, Podio has a sort of fundamentalist objection to genuinely improving their task system: https://help.podio.com/hc/communities/public/questions/200519198-Sub-task
Tasks in Podio are simply too rudimentary to achieve anything but the most basic of task lists. If you're looking for a task management tool primarily, keep moving. Nothing to see here...
Initial set-up and data entry is a chore. The best way to make Podio work for you is to build custom apps. This is really interesting at first, but gets old pretty quick once you realize how many separate apps you need to build in order to accomplish what should be fairly simple functions. Podio's layering on built-in functionality for tasks and contacts actually makes matters worse rather than better because the native implementations cannot be removed if you prefer a custom app you build yourself. Contacts in two places, tasks in two places... it becomes a mess pretty quick.
Development is S L O W . Looking at the Task Management issue, you can see that Podio has known this is a weakness of theirs for YEARS. Nothing has been done. Workflows were purported to be great when they were first announced, but the simple workflows are all but useless and the Advanced workflows cost $14 per user per month! It takes too long to get anything done...,6Verified UserThe no.1 tool for Small Medium Enterprises2013-10-29T13:59:51.837ZPodio 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,9,30%+ reduction in sales cycle for many clients.
Productivity gains from new employees on-boarding and trained quicker
High life time value of clients due to customer service improvements
25%+ increase in sales for existing clients.
Increased new product launches through speed and quality
Increase in employee engagement,Asana,teamwork PM,Insightly,Basecamp,Trello,9,9,3,Sales CRM
On-boarding clients and Smart Assistants
Finance and integration with accounting software - Xero,Talking into an app which sends a message to a Smart Assistant who enters task into Podio. When complete you get notified. Combine speed of technology and people to take action.
Linkedin profiles. When someone looks at my linkedin profile we have a Podio app that tracks a series of actions
Writing a book. Did interviews in Podio and then outsourced this to a ghost writer to create ebook
Link to google drive
Link to Xero accounting software
Automated app building
Business Plan that can be cloned for clients to use,API links to infusion soft
Dashboards - graphics and scorecards
Third-party Reviews,Speak to existing and past users
Test more competitors
Use an expert to help set-up,Professional services company,Yes,Change management was a big part of the implementation and was well-handled,How to set up the architecture
What worked in paper or excel was different when cloud based or on the phone
Getting time in client and supplier diaries to train them,7,Self-taught,It was hard to learn through self taught and I would not recommend this for others. I would recommend using a Podio authorised partner for training or a Podio user with 3+ months experience. It takes time to get the workflows correct and building of your own apps is not easy. Once you are trained, you then have the confidence to do it yourself.,7,I would recommend you engage a Podio authorised partner or Preferred partner.,Yes - we have customized the interface extensively,Some - we have added small pieces of custom code,We are continually working on API links and ways of automating workflows. The next focus will be infusionsoft.,Yes,9,I had to find a search solution and they helped me over and above a standard technical solution,Chat
Editing data fields,Yes,9,9,10,9,Xero
Google Apps for Business
Infusion Soft,Share File
API (e.g. SOAP or REST),8,Seek help from users who have successfully gone where you are heading.,7,8,One size fits all. Open and fair for all. No negotiation available.,Work with authorised and preferred partners,No,Easier user interface
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.