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.