Podio Reviews & Insights

We use Podio extensively. We also use the Workflow Automations to help where Podio has shortfalls. Podio is the backbone of our sales, support, product development and management. Podio allowed us to build the workspace we needed which is fairly unique. The flexibility to customize your apps to hold sales, prospects, projects, support, etc was incredible. We share data from Podio with our custom SaaS application and vice versa. It feels like we have leveraged every possible feature Podio has to offer.

I can't see anyone engaging Podio unless it is for a very small project. When Podio launched, it was AMAZING. Unfortunately, it has sat stale for years on end while other, more useful competitors created better features. You will quickly find yourself looking for ways to migrate to a HubSpot, Airtable, Notion, etc.

Citrix Podio is one of the best project management software that is available in the market to possibly solve all the problems related to the management of projects. It is helping me a lot and probably the best software that I come across in reaching the accomplishment of my project. I have been using this software for a very long time in my organization and it is helping me a lot in automatically building up the tasks and then assigned it to the other team members to keep everyone’s input on the task very easily.

It is the perfect solution available in the market to easily manage a large amount of project information easily. Also helps in managing the project easily. A real-time notification system, clear UI, and clean dashboard make it even more reliable to use. I would recommend this software to other organization to give a chance to this software and save their time and be productive in the organization.

Citrix [Podio] has an appealing interface, where everything is well organized, and by a sudden glance, I can tell about which of my team member has put how much effort into the project completion. Further, it provides me information about the about of time sent on each project, thus I can calculate the working hours and could evaluate the progress of each individual. I can say surely say that this project management tool is playing an important role in our company and dragging us toward success.

[Citrix Podios's] customer support is very quick and they provide you an option to convert your project into small tasks so that you can better assist your team and extract maximum work out of them hence I will totally recommend its usage. I could not think that keeping track of tasks could be this much easier and smart. It is a fully customizable tool that manages my tasks efficiently and deal with them effectively.

I'm a solo attorney. I use it for task management and to track client fee payments.

It is well suited for a "home base" practice management software because it does not force useless features on you that don't pertain to your practice area. You simply choose the apps that work well with your practice and don't bother with the apps that are not helpful for you. I do supplement with a CRM.

Our entire organization uses Podio....Manufacturing, AP/HR, Customer Service, Inventory. It helps keep us organized between departments. We even have a few external contractors using it to communicate projects within the company. Our production team works different hours from our office staff, so it helps us stay on top of projects that cross departments without the headache of balancing meeting times.

If you have a team of 2 people or 2000, Podio will be a great resource for you.

Podio is currently being used to collaborate with developers on our BigCommerce website. We are only using it for the website portion of the business and specifically for development. It has facilitated the communication between our internal team and our external development team. We don't need to coordinate phone calls, we can just chat within the software.

This software is great if you are coordinating with an external team for a project. It would be great for internal projects as well, but it's only really needed for complex projects involving multiple people and processes. The development process for our website took much less time than we anticipated because we were able to interact with our external development team in real-time to report bugs and share updates.

We leverage Podio as a collaboration tool in order to get our engineering and sales teams to work together. Podio provides us with easy to generate forms and apps which are consistent and can allow information to flow from one department to another. Additionally, our engineering team leverages Podio in order to send customer satisfaction surveys to our end users as part of project closure.

Podio is greatly well suited for the generation of custom forms and as a way to create a central knowledge base for a company. The ability to integrate via APIs and create standardized forms can allow you archiving for project delivery. It is a suitable replacement for base camp which provides a lot more features and workflow processes.

Podio is being used primarily in a sales capacity as a CRM to manage incoming leads, keep track of those leads within the sales funnel, and assist with tracking business expenses when it comes to company sales (entertainment, supplies, mileage, etc.).

Podio is suited as:

1. Great for a CRM.
2. A project management tool.
3. Invoice tracking.
4. Cost/expense tracking.
5. Sales pipeline.

Podio is used across the entire company. It solves any communication problems in each department of our agency, as we are able to log/keep track of every action/request/step that is taken along the way through a month, and it allows for an easy path to recall each previous month's direction/actions/efforts for clients.

Podio is well suited for multi-department companies that need to be able to log communication between each other in order to have a historical record of what happens on a daily basis. We are roughly 150 employees and 8 different departments. Previously, we relied on email and a more crude workflow program. That program just couldn't handle the volume of tasks/requests/jobs that an agency of our size produces, hence why we needed a more robust platform. Podio fit that bill nicely.

We use Podio as a CRM and database for the whole organization. It stores all our mailing lists, donation history, contacts, and subscription management data. Multiple employees use it, and we integrate with Globiflow to manage orders, automated emails, and letters.

Really good for flexible database structures. If you need a ton of automation, be prepared to invest time in learning the complexities of Globiflow, but for basic functionality, it's easy to learn and use.