Great tool to keep a small team organized and accountable.
Heather Neisen | TrustRadius Reviewer
Updated October 08, 2019

Great tool to keep a small team organized and accountable.

Score 8 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Podio

Podio is our key tool we use for our account service team. We have built several custom apps that allow us to track everything we do for our current clients.
  • Keeping track of hundreds of our client contacts and key information and meeting notes.
  • Customizable apps that work with Globiflow to remind us of key deadlines.
  • Customizable templates within apps that remind us to log the right information.
  • The interface is not pretty. It could use some design upgrades.
  • Globiflow is complicated to use and takes a lot of time to set up correctly. The training forums are complicated too.
  • Every so often the entire site goes down - comes back without info lost, but downtime is hard during a business day.
  • Helps streamline notes and communication amongst the team.
  • Keeps track of everything in one place.
  • Can access on the go via mobile.
We were trying to find a cost-effective solution (we're a small company) that would allow us to store all our client contacts and notes and help save our team time. Podio's globiflow feature does this really well. Other options we looked at didn't have these features or gave us way too much stuff that we didn't need.
Podio is a great database and keeps our account service team accountable to one another as well as on-track with our projects.

Podio Feature Ratings

Task Management
8
Resource Management
Not Rated
Gantt Charts
Not Rated
Scheduling
9
Workflow Automation
8
Team Collaboration
9
Support for Agile Methodology
Not Rated
Support for Waterfall Methodology
Not Rated
Document Management
4
Email integration
5
Mobile Access
3
Timesheet Tracking
Not Rated
Change request and Case Management
Not Rated
Budget and Expense Management
Not Rated
Quotes/estimates
Not Rated
Invoicing
Not Rated
Project & financial reporting
Not Rated
Integration with accounting software
Not Rated