Podio for Projects
Overall Satisfaction with Podio
We use Podio in primarily a testing manner. Many of our clients use Podio and we integrate our primary product with Podio. We use the software daily as well to be aware of features and workflows that our clients experience. Podio tends to work well in a ticketing manner and even adding contacts.
Pros
- Create Ticket Style tasks to work existing items.
- Using flows to follow an item from inception to sale.
Cons
- The reporting for Podio is difficult to create and minimal.
- Booking Page connected to the calendar would be nice.
- Our Podio experience has provided a positive ROI as it allows us to know what our client is experiencing using Podio and configuring our integrations to push their data correctly.
Podio is decent for task management. We selected Podio to learn about the product and how to work with the product going forward. It feels like more of a project management tool than a CRM. The limited reporting and contact management features leave much to be desired. There are many apps that can be added to get features that are not standard.
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