Podio Reviews

Amazing platform for managing anything

Pros:

Podio is a fully featured platform that allows you to manage any process. We use it as our ERP and we manage all our company processes there. We are a corporate training organization and we sell workshops. In podio we create and keep track from the beginning of the process, the delivery of the courses and the follow up. We have developed with time a quite complex and at the same time simple custom platform for our needs.

Cons:

Reporting is quite limited and not very customizable. Also views could be more sophisticated and customizable.

Serves it's purpose

Comments: The big boss also loves this program, because it can generate many different reports for him, from bid activity, pending logs, securement logs, win percentages with different customers or geographic areas. allows him to see many different metrics with just a few clicks.

Pros:

The website is incredibly customizable, which allows you make this program perform many tasks that vary greatly. Our main purpose was to use this as a bid center for our company, allowing all of our branches to see who was bidding which jobs. After setting that up, we were able to have podio send out reminders after certain amounts of time to follow up on the bid results. If we were awarded the job, it will then send out notices to our purchasing department, project managers, and super intendents with the relevant information (start end dates, contract prices, labor hours estimated, location, contact info, etc). It is very helpful to make sure our branches do not double up estimating the same projects.

Cons:

Being very customizable also means it can be quite tedious to set up initially. There are, however, many premade modules you can either use as is, or customize to fit you needs.

10 Year Client

Comments: We loved it and did almost everything with it. Unfortunately they made a dramatic change that is unacceptable. They restricted our guest user functions in where subcontractors, collaborators, clients, and countless others we have worked with over the years can no longer perform functions like editing app items or create an app item which was a basic user function needed in all of our workspaces. We have been with them since 2013 have built hundreds of colabritives with clients, built entire security education curriculums and managed large government proposals using the platform. Now those free features that we became reliant on over the past 10 years were switched to employee only paid features. In order to restore those former functions. I would have to pay for a user account for each guest in the system. That would change my annual bill from $2400 a year to over $33K a year. That is like buying a new car every year so 130 guest could work with us. I would preach to others on how good the platform was but now after 10 years of customization of apps workspaces client and employee integration they want me to pay a factor of 13.4 x what we have been paying in order to do what we have been doing for the past 10 years. Absolutely criminal ! This is going to be painful and costly.

Pros:

Until Oct 11, 2023 I would argue they are the most powerful intuitive user friendly cloud based tool ever designed. The platform was ideal for project, client, and employee management with powerful tutorials and clean interface with a wide range of customization .

Cons:

They changed their business model effective Oct 11. It has completely disrupted our entire business. I was a huge advocate but no longer. The move is a financial fleecing of small business.

The Scheduling Manager you need

Comments: I have had a good experience with Podio. It has helped me manage my database for several years.

Pros:

I mainly use Podio to enter my customers in to a database and add or subtract information as needed. I am able to customize Podio to exactly what I need for each customer. I can schedule the customers.

Cons:

It took me a few hours to learn how to use Podio, but other than that, there are few things that I dislike about Podio.

a good collaboration tool for begginners of companies that can spend a lot of time in it

Comments: it is quite good, the best for us was to share information about leads

Pros:

we can have in one place all the leads we have and all the workers can upload information about that lead, so we check there all we have from them.

Cons:

the support it is not very good, the price it is quite high and at the end we were moving to MNprogram but we still could not do the change

Podi - O?

Comments: We used it for 1-2 years for marketing projects and an internal goal alignment project.

Pros:

I used it for 1-2 years but really never got to a point where I liked the software. It did allow for team communications and project tracking, but I do not believe we used it appropriately.

Cons:

Podio seems to be a very specific style of project/task management software. We tried using it for implementation projects, so there was a lot of customizations that had to occur before it was usable. I did not feel like it was overly intuitive to use and had to do several follow up trainings.

Customization is the key

Comments: You can build a whole information system to support all your organization's areas in the same platform. Obviously, in a service with so many possibilities, everything can be as good as an average solution. If you need a specialized CRM, there's a more expensive alternative and the same is true for email marketing, database manager, webform embeds, etc. The upside of Podio is having it all in the same place, which makes it really convenient.

Pros:

Podio is like a canvas that comes blank and can be as deep as your imagination goes. It's extremely customizable and that makes it more than viable to any organization. It's a platform that can go in any direction you need, you just have to learn javascript to get it's full potential.

Cons:

Platform outages are more common than i'd like. Every month there are at least 2 or 3 incidents that make reliability the goal Citrix should be after.

PODIO is it for you?!

Comments: VG, it's been my bread and butter

Pros:

Integration easy.. open source, use zapier from time to time too

Cons:

No Referrals / partner program Being provided for loyal users / programmers like me

The best CRM and working software

Pros:

It is amazing how it can integrate with so many things, send emails, sms, signatures. The files can be organized with just a click. It is also suitable for any type of business sin it can be customize. At a good price

Cons:

Extremely difficult to set up. Requires additional help to do it

Operations Manager

Pros:

Podio is very easy to use and inexpensive would recommend it anytime!

Cons:

haven't really find any cons while using podio

Project management with all the bells and whistles.

Comments: Podio is powerful, indeed. I ranked it a bit lower than most as my focus has always been around small businesses. And Podio might simply be too much for that sector. But it does offer an impressive array of features that perhaps small businesses with lots of development background need. It seems to wrap too many features into one product and many organizations simply do not work this way. But the concept of keeping all this functionality in one single place does make it appealing. Yet, there is much to be desired for regarding features in each category. Project Management, for example. It has features that are very common among competitors, but lacks features like milestones, issue tracking, defects, testing, epic and story hierarchies, etc. It simply does not provide the power one would expect from a solid project management functionality. Instead of ramping up these features, others are added, such as a CRM and financial features, etc. I would not entirely dismiss Podio, as it might be exactly what your organization's structure needs. Perhaps a quick test drive would do. I found it cumbersome for my small business, especially since I was already managing my clients using another CRM and my financials were being managed by another online application... keeping them all isolated and visible only to the required personnel.

Pros:

Podio is feature rich and more aligned with larger companies with design and development teams. It offers a wide range of views to fit any and all your needs. Create and manage workspaces with ease. Podio is much more than just a project management tool. It offers the ability to track leads and clients with default or customizeable templates to display their details. Manage projects, portfolios and much more. With a focus on the creative (design) and development, Podio offers much more than one can ask for. It even offers an impressive library of APIs for customization and integrations. Track tasks with incredible details including time. Podio even gives you a place to track expenses. If your organization is looking for a product that keeps everything in one place, Podio might provide this for you.

Cons:

Despite the rave reviews on the Pros, I believe that Podio is just too much for the average project management role. It feels as though it is trying to combine the features of a CRM, Financial System and Project Management product all in one place. Most organizations are simply not structured in a way that all these features should reside in one system. Perhaps it will work for some, which is why Podio does have a strong hold in the industry.

Love this tool, fully customizable!

Comments: I'm using the free version, so for me it's a free project management tool that can be customized to track any type of project or process. I can assign and schedule tasks for any user in the workspace.

Pros:

It can do anything! There are pre-developed apps and packages of apps that you can add to your workspace to get started quickly. Those modules can be modified to meet your needs. OR, you can create your own apps to serve your own purposes. I've created my own apps for a variety of workspaces and have found it can do almost anything! So far we've used it for lead development, website development/QA, order tracking, and customer feedback handling. Love that we can assigne and schedule tasks for any user in the workspace. We're a small team, so the free version has been able to meet our needs as well.

Cons:

It can be time consuming to figure out how build your own applications. The pre-built apps are great to start with, but then you have to visualize how to modify them to meet you unique needs. Not bad, just a learning curve. Also, the per user per month expenses can add up quickly if you need the more advanced features.

Great Resource for Businesses

Comments: Podio is our main project management source and we love it! It allows us to assign project managers to projects, tag team members that need the information, others to add information they have gathered, copy emails directly to Podio, assign tasks, and so much more. I would highly recommend Podio for any type of business and think it is a great tool that is easy to use.

Pros:

What I like most about Podio is the organization of project management. It helps to keep track of current information, copying emails directly to Podio, tagging team members, and organizing the project with information that is useful in my business. It has been such a great management tool for our small business and relaying information that is easily searchable when the project information is needed quickly!

Cons:

What I like least about this software is that is can get confusing in the beginning and overwhelming of features. It does take some time to understand the functions of Podio and all that it can do. Once learned it is user friendly, but it is hard to get started!

Podio. Great Tool That Not Enough People Know About

Comments: At our local Red Cross we needed a simple way to keep track of volunteer info and first aid training participants. It used to be a very manual process and being a small branch I couldn't convince admin to spring for an expensive CRM. My search landed me on the Podio website and I gave it a try. What an amazing tool it proved to be. It took a few weeks to get the hang of it (mainly because I had no previous experience with CRMs) but it has now become a central part of operations. We now can't imagine life without it. Now that we have it set up just the way we want it we can now easily figure out how many volunteers have been trained in not just First Aid but all of the other courses we offer. We have an easy way to check the number of events each volunteer has attended over any given period. Using webforms we have a really simple way for clients to requests First Aid volunteers at their events which automatically notifies the people we've specified so following up is now much easier. It has an iPhone app so even on the go staff always have access to data as long as there is an internet connection. I could go on and on but I think I would say my favourite feature is the customizability. It doesn't do everything (nothing does) but even with a free account you can get so much done it's simply mind blowing. Looking forward to the improvements (which have been never ending since we signed up). I now use it at my job to keep track of staff info and again it has become an invaluable tool significantly speeding up my workflow.

Pros:

Ease of use Price (free option is great) Very customisable

Cons:

Would love the ability to print pdf reports instead of just exporting Excel files

Transformative Software

Comments: Podio has enabled me to completely change the way several companies share specific tasks. What's exciting? Two things. First - get rid of those awful little spreadsheets and put the data where the team can all access it concurrently. Second - wrap around it a neat package of task management, status updates, messaging, voting, and chat. And more. Voila. We have an internet for collaboration that converts office comma from the old "Outlook model" to the new, more open, "Facebook model".
The way in which users (permitted users) can edit the system while it is in use - could not be easier. I have been astonished to see non-IT professionals take up serious development and love it.
There's much more to say. Let's just say there is hidden depth. It looks so simple and it is, but one is always finding new gems that offer flexibility- such as webforms, or embedded JavaScript options! I think I could build a career in the Podio platform.

Pros:

Flexibility. Ease of use.

Cons:

Check the pricing model, but even that has been great for my clients who are registered charities.

Podio app space for beginners

Comments: I use Podio as the main frame for our internal communications software. We are branching out to 'share' items to both suppliers and clients that we mark apps and workspaces specifically without proprietary information. This way we can all communicate in a network without causing too much of an overlap in other softwares.

Pros:

Javascript based easy calculations fields. Relationship fields allow easy access to 'like' items that don't follow the same workflow. Globiflow integrations opens up 'get' 'post' and'if this then that' features that cut down on tedious work. Podio Super menu chrome extension is extremely helpful for entities with a lot of workspaces/apps.

Cons:

Without extension you cannot mark several items in table format. You have to go into each individual item separately (or export to excel update and them import) which is a massive pain.

Look no further!

Pros:

This is by far the easiest project management software to work with - if you are considering using it, just try it out for a few days and you will be sold!

Cons:

Nit-picky things like how difficult it can be to remove someone from your employee network when they stop working for you.

Podio is great place to divide your workspaces

Comments: Overall, Podio is very user friendly. I'm unsure of the exact cost as the [SENSITIVE CONTENT HIDDEN] handles that. I like the functionality of Podio in that we can have employees submit their applications right in the platform and then build their employee files off of that application.

Pros:

I like having all the different workspaces to separate our different company locations and depts. I like the ease of setting an employee up or removing an employee and the ease of inviting an employee to a workspace.

Cons:

I don't like if I have an employee who is no longer at one work space and moved to another, I can't easily move their workspace location. I have to create separate workspaces in different workspaces for an employee.

Completely customizable way to store and share info across multiple office locations.

Pros:

Our company was able to build our database from the ground up, which was very helpful for our specialized company who didn't fit a pre-determined mold when it came to the storing and sharing of info. The tasks section is extremely helpful to remind you or any member of your team about any items to complete both within Podio and externally. I loved the ease of the chat and group chat features, and the ability to send gifs in chat brought some fun and lightness to my day!

Cons:

Learning curve can be long, especially depending on how your administrator has chosen to set up Podio before you begin using it. Different people seem to gravitate towards different ways of organizing information, so this needs to be taken into account for complex records and your employees' different learning styles.

Podio for efficient online collaboration

Comments: Podio is user friendly and flexible. We have used it as an online hub for our team in different locations. We have been able to customise it to suit our needs and it is growing as the business grows.

Pros:

Podio is the best online collaboration system I have used. It's flexible and there is an apps marketplace where you can find modules that can help your business in many different ways. You will be able to access apps that will help[ you with project management and accounting as well as other functions in your organisation. It also allows you to build apps for specific functions of your business. And you can scale it as your business grows.

Cons:

I found this tool to be extremely good for online collaboration. I cannot fault it against what it promises and what it can do.

One of our favourites

Comments: It's highly flexible and easy to use, saves us time.

Pros:

* Podio is such a flexible solution. It's the only system I'd ever come across that let you design your system around your business, instead of them forcing your business to fit their system. * Really easy to use * Can track/store multiple types of data so is flexible to be used in various areas of the business.

Cons:

* Importing bulk changes isn't as easy as it could be * Advanced workflows require a higher package, so you're limited with the lower end packages in terms of automation, without using a third party service like Zapier.

Podio

Comments: My overall experience is very positive. I would definitely recommend polio to anyone needing a CRM follow up system. It definitely increases long term conversion.

Pros:

It was super easy to integrate contacts and begin utilizing all forms of initial AND follow up contact. They have multiple features to layout messages, formats, send timing, etc. Everything is easily trackable.

Cons:

The software functions as intended for the service the company offers and or provides. The features operate consistent and in line with what other similar service provides offer.

Love it

Comments: Great. Customer service is hit or miss though. Either they go above and beyond and answer super quick or they suck, don’t get back to you and tell you to do something that has nothing to do with your issue

Pros:

Super easy to use and super easy to set up to work the way your company needs it to work. I also am in love with the project sharing abilities so that others can follow one or all projects free of charge!

Cons:

The app sucks. The desktop version is better but the app still works when you’re out and about. It’s just not as organized

Our company used podio for about 3 years as a custom CRM. It was reliable, easy, and improved us.

Comments: This streamlined our lead intake process, helped us better achieve our sales goals, and took our professionalism to a new level. Additionally it offered us more measurable metrics, some basic automation/workflows, and a clearer sales pipeline.

Pros:

The flexibility of the software, the cloud-based nature, and the ease of use. I would not hesitate to recommend it to others.

Cons:

We're ready for a more inclusive marketing automation software that integrates with our web presence as a more robust CRM. This was a great product that served us well, but our business needs are different now.

The best choice for your Project Management

Pros:

If you are in a dire need to customize apps in your project management system then Podio is the best answer to it. The app will help you to keep your project organized as well as doing customization based on your need. It is a mobile friendly application with analytic report feature.

Cons:

Please take your time to understand how it works. Once you did it, you can do anything with podio. In addition, it would be better if we could print report in pdf instead of exporting XL files.