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. 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.,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.,10,Helps post purchase reinforcement from our customer point of view when using Podio as a daily tool. Improved processes efficiency Improved tremendously accessibility to all that is work related from any location.,Basecamp,2,Implemented in-house,10The no.1 tool for Small Medium EnterprisesPodio 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 Marketing 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 Back-ups Automation,Yes,Price Product Features Product Usability Vendor Reputation Third-party Reviews,Speak to existing and past users Read forums 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 Task Building apps,Workflow Search Editing data fields,Yes,9,9,10,9,Xero Google Apps for Business Infusion Soft,Share File Lucidchart Evernote Flipboard,File import/export 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 Automation,Yes,No
91 Ratings
Score 7.9 out of 101
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Podio Reviews

91 Ratings
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Score 7.9 out of 101

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Feature Scorecard Summary

Task Management (17)
Resource Management (15)
Gantt Charts (4)
Scheduling (16)
Workflow Automation (18)
Team Collaboration (19)
Support for Agile Methodology (10)
Support for Waterfall Methodology (6)
Document Management (15)
Email integration (16)
Mobile Access (16)
Timesheet Tracking (8)
Change request and Case Management (13)
Budget and Expense Management (12)
Quotes/estimates (3)
Invoicing (4)
Project & financial reporting (4)
Integration with accounting software (2)

About 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.

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Has featureFree or Freemium Version Available?Yes
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Entry-level set up fee?No

Podio Technical Details

Operating Systems: Unspecified
Mobile Application:No