Podio for Projects
Kris Lambert | TrustRadius Reviewer
December 07, 2018

Podio for Projects

Score 6 out of 10
Vetted Review
Verified User
Review Source

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.
  • Create Ticket Style tasks to work existing items.
  • Using flows to follow an item from inception to sale.
  • 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.
Podio is well suited to use in ticket style environments that also utilize workflows or life cycles. I feel the reporting area needs great improvement but this system works well for task management and contact management. Multiple Workspaces do help to create team specific areas for working categorized items. Private workspaces are also a nice feature.

Podio Feature Ratings

Task Management
10
Resource Management
Not Rated
Gantt Charts
Not Rated
Scheduling
6
Workflow Automation
7
Team Collaboration
8
Support for Agile Methodology
7
Support for Waterfall Methodology
Not Rated
Document Management
Not Rated
Email integration
Not Rated
Mobile Access
Not Rated
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
7