Citrix Podio is a project management and social collaboration tool. It allows businesses to create custom applications to best meet unique business requirements and preferred workflow—without the need for technical skills or development resources.
The Podio App Market grants users access to hundreds of free apps, pre-built by Podio users to satisfy a range of industry-specific requirements and project management functions, such as task management, project portfolio management and issue management. There are also apps for functions such as customer relationship management (CRM) and applicant tracking.
Across all apps, Podio offers a range of social collaboration features, including Facebook-esque “likes” and file-sharing anywhere within the system, as well as internal instant messaging and video chat.
Podio’s app-building capabilities make it a good fit for smaller organizations that require a high degree of customization—particularly those looking to manage multiple business processes within a single system.
Nick from canfitpro
Specialty: Advertising & PR
Employees number: 51-200 employees
From an organizational standpoint, Podio allows you to sort/filter many different fields and allows you to customize your fields.
Biggest complaint from our customers is the UI isn't very user friendly.
Should have a white label domain option.
Share feature - the way its programmed - is annoying.
Katie from A-C Electric Company
The ease and ability to customize and develop this platform is what makes this product superior to all of the others that we've tried. We currently have 5-6 entirely different use cases for Podio in our company from tracking heavy equipment to talent development to the RSVP management system for our company parties and picnics.
It really is ridiculously simple to create a workspace with workflows and reporting views. It is also extremely helpful that the cost of the licensing is so low and the terms of the licensing are flexible. I can't say that I've had to deal with Podio as a vendor other than the initial set-up because the product has run so smoothly.
I wish that the reporting was a bit more robust. In the past, our team has wanted to do some projection reporting and Podio just doesn't seem equipped to do what we are looking for.
Keep in mind that the workspaces are what you make them. Workspaces can become disorganized quickly if you are merging custom created apps with apps that are available on the app market.
Make a plan of what you need out of the workspace before you go into it, and don't be afraid to edit and prune as you go along.
Emily from A-C Electric Company
The level of customization is amazing, and really makes Podio an incredibly versatile tool. Even with the mid-level plus pricing plan, we've utilized custom workspaces for a large variety of use cases throughout our company. The team at Podio also releases updates fairly often, which is great to see. Almost every update has added value to how we use the application.
It's obvious that the Podio team has put a lot of work into what they have released thus far. The quality is great, and I can't think of anything that doesn't work properly or that feels messy. I'm confident that new features they release in the future will be just as well polished.
The number one limitation to Podio is the lackluster permission structure. On one hand, it has really forced us to create truly collaborative and transparent workspaces. However, it has also made it /impossible/ to use Podio for certain more sensitive applications. It is also incredibly annoying that there isn't an overall admin group for the total organization. We have multiple admins for our Podio organization (who help create and maintain workspaces), and each of us have to be added to every workspace as an admin in order to maintain the system. This means that our feeds get spammed with activity from every workspace, making it pretty useless for our own needs. It also bloats some of our workspaces, and makes it tricky to maintain stuff.
In the plus price level, reports are kind of a joke. I believe they get a lot better in the higher plans, but plus level reports are almost useless.
Try out the free version with limited users just to make sure that the application is something you will be able to work with. It also helps you practice making custom workspaces and learning how everything connects. Once you have the handle on it and are ready to make an investment, go for the plus plan at least. Workflows are a must if you want to get the full use out of Podio, and it's pretty critical to have them.
kelley from A-C Electric Company
Podio, is quite user friendly. No matter you level of computer skills, this products is easily learnable. We have created multiple work spaces on this platform which have help drive many business functions and solutions for recruitment, sales, and other business needs.
The high and low of Podio is it truly is a blank canvas. At time this can get time consuming in the end you definitely have something that will make your business function more efficient.
I would recommend looking through some of the premade work spaces on the platform. Our company was built a custom work space but this may not be the approach your business needs to take. Podio offers a great amount of assistance either way.
Robin from RealContacts
Specialty: IT Services
I like the fact that it is easy to use - you can get a new team member started on Podio right away. Other software takes time to train someone, but Podio works well for new members of the team from the start.
Sometimes it can be a challenge to convince teams to use Podio for all Project Management needs. We still have a few team members using emails or trying to create an Excel sheet to track progress. Once we get them on Podio and they're comfortable with it, they will use it all the time.
Convince the team that they need the Podio software and don't allow them to use email or Excel to manage their projects. Tell them that they must use Podio.
Dan from University of Phoenix
Podio is a great asynchronous project and team management tool that is sure to keep your team focused, to improve transparency, and to accomplish much more that is anticipated. The support staff is eager to assist, and there are plenty of tutorials to help get you started.
The only negative component to Podio is how the workspaces and apps work with members. To be used as an effective CRM tool, the relationships need to work better.
If you are looking for an easy to modify project management tool, then Podio is definitely a great choice that can be set up quickly and embraced warmly by your team.
Ricky from First Baptist Christian School
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.
Ease of use
Price (free option is great)
Would love the ability to print pdf reports instead of just exporting Excel files
Cayla from Foundation Digital
While Podio and the setup process involved can be very daunting at first, Podio is an absolute workhorse! It is by far the best CRM we have tried as a company that meet our needs and is intuitive in its nature. From the tasks to the apps to auto workflows and everything in between, it's truly a useful tool.
Sarah from Abacus Web Application Design
Podio is great, but for really automating your processes, Globiflow is a necessity. I use it for daily reports, mail merges, communications with constituents and project tracking.
Flexible, great user community, grows with you.
Takes getting used to the way it works but once you learn you can set up sophistication systems.
Amanda from AIESEC in The United States
Employees number: 1,001-5,000 employees
I enjoy the versatility and price point of podio. We use it for so many diverse things. I appreciate that I can export many of the things to spreadsheets where we can analyze them.
Ease of use
james from mee audio
This app is great for its intended use. It's full featured even if you are just looking to use the product for free. Having a full featured database in the cloud is amazing and keeps everyone on the same page as well as the same "project".
While it's not the easiest program to use, there are very many helpful articles as well as a support team that is more than happy to help.
The aesthetics could use a bit of a makeover, but that's just a personal opinion. Otherwise, the app has done our business wonders for our productivity.
flexibility to cater to your own business.
aesthetics could use some work.
Steve from Steve Weeks
Employees number: 1 employee
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.
Flexibility. Ease of use.
Check the pricing model, but even that has been great for my clients who are registered charities.
Rose from University of Massachusetts, Amherst
Podio was a very helpful in office management, as it included a lot of different features that helped on various levels of organization. On the social media end, we were able to track what we published using Podio's calendar, and assign certain posts, graphics, and other tasks to specific employees. Tasks that were completed were easily recorded in employee timesheets, and it was easy to give feedback and comment on work posted by others.
Vast features and capabilities (calendar, timesheets, etc.), could organize tasks for each client that needed to be addressed.
Matt from EMF Broadcasting
Podio allows us to organize our many creative projects (videos/graphics) - Fully customizable so our Graphics team can create forms for me to submit graphics. Great for giving advice on our creative projects (and not filling up email inboxes!)
Waseem from BT
Employees number: 2-10 employees
Podio is a good enough organisation and collaboration platform that we use on a daily basis at our company. It's very feature packed and is quite customisable. My major issues with it though is that the UX is a bit too cluttered and messy and there are one or two occasional bugs. It can also be a bit difficult for new users to understand. This hasn't kept us from using it for the past couple of years though and it's ability to hook up with other tools (like TimeCamp in our case) is also a great bonus.
Ability to link with the 3rd party tools.
Difficult to understand for new users.
Clean up the interface. Make it more minimalistic and simple and I think that will do it a world of good.
Cassandra from Infinite Property Solutions, LLC
Employees number: 2-10 employees
This is the CRM I am using now. There are some minor concessions I have had to make (namely the reports suck) but for the price I can't complain. However, I am under the old system so my pricing is a bit lower than what is available now.
Inexpensive, some what easier to use, kinda sorta easy to build out, lots of videos out there.
Reports suck and you need globiflow for it to be worth anything. Also there is no way to manage the page layouts to make it easier for the user to navigate. Collapsable sections would be nice.
Make sure you budget for Globiflow.
Adiclere from Bloodline Products
Our family buisness for the past 30 years was very hands on and custom. My mother and grandmother never tried anything new and they said our business wouldn't work systemized and over the computer. Thankfully I was able to build Podio to our custom needs and it helped us get into the new millennium (late is better then never).
Giorgi from Noscible
Podio is an utterly flexible and highly customizable online platform for the project management communications and not only. This is mainly because of its user-friendly interface and the corresponding provision of high-quality functionality to the growing organisation. First starting on the Free Trial, I have moved to paid subscription and I'd say it is totally worth it.
Utterly Flexible, Easily Customizable platform. Easily scalable for the growing business. A lot of useful addons/apps.
All-in-one system that sometimes becomes not easy to manipulate with non-experienced users.
Jackie from MDprospects
It seems like it's capable of a lot, but I still have no idea how to use it. I think I've updated a project, then find out I've changed a template. Or something. I don't know.
Elena from Evozon
Podio was a really lifesaving tool in my company's activity. It helped us get an overview of all tasks and keep our deadlines.
Amy from Elite Fitness Zone
Employees number: 2-10 employees
So, I am currently using podio through one of my other companies for book writing, and it is SOOO COOL!! It's a workspace where you can set up so many different systems. It's great for companies with a lot of employees, and a lot of moving parts. I love the check lists on it, and I really love the ease of use! We have different workspaces, and it's linked in with gmail, so, I can create a task automatically. The automation of this thing is AWESOME!! Talk about make my life more simple!!!
The ease of use and how it automates my life!
I don't currently have any cons.
Not really, I love it.
L.C. from Higher Purpose Realty
Employees number: 2-10 employees
Podio customer service and billing is horrible! I am so angry that I upgraded to the $24 per month plan and was charged $244.56! The invoice and payment receipt came in at the same time without giving any notice that the $24 plan that I signed up for was now up to over $200.
The customer chat said I could request a phone call to get the issue resolved, however, no one ever called. The email resolution department was NO help! All they could say was it would be corrected on the next billing cycle. I need it corrected Now! Had I wanted to spend that much per month I would have signed up for the 5 person $120 per month plan.
No phone support to assist customers and extremely disappointing customer service.
I like the program but not for $250 per month when I am the only person in my organization
NO PHONE SUPPORT! Although they tell you that you may request phone contact if you have a billing problem. There is No phone support.
Liz from BumbleBar, Inc.
Employees number: 11-50 employees
PODIO has amazing functionality but getting team members to adopt it can be difficult. The user interface is clean but very boring. The learning curve for folks who are not software fans is high.
Webforms, automated workflows, and data parsing are all huge strengths
Many people do not like using it.
Judy from Phancybox Digital Agency
Employees number: 2-10 employees
Podio is an extremely powerful tool - the only CRM I know of that adapts to suit your business; it doesn't expect your business to adapt to it's methods.
You build your own solution, so can use Podio as a CRM for Project Management, Asset Management, IT Support - anything under the sun.
It's extremely flexible and the Podio team are fantastic for support.
It's easy to use too which makes participation on a new system a lot easier within a team.
Easy to use
Fun to use
Can be used for any industry, small to medium sized
Can expand functionality with GlobiFlow extension (and many others)
Great API allows integration with multiple solutions
Might not be ideal for enterprise solutions.
Lara from AIESEC
Employees number: 201-500 employees
I used podio as a CRM and I thought just simple to use, to edit and to track. The feature I like most is the filter which is divided into the elements you set up, last update[yesterday, 30 days, last week], who create the activity. A feature which has shown to be really flexible!
As I said the filter. It is extremely configurable. You can create almost anything on podio, it can a CRM, database, project management and the list goes on. I also like the tag feature when you want to warn a group of something. You just comment @GroupA and all people who are inside it will receive the message.
As far as I used it I can't see no cons but I suppose the costumer support is not supportive. However, something that really bothered me was their daily email, but I am aware it can be useful for some organisations.
What can I say, I have been using Podio for more than 4 years now. I absolutely love the platform and the staff behind it. Our entire company's back end is run off of Podio and we're always building it out further.
Flexibility, Ease of use and real-time notifications are what I like most about Podio. It's like having our very own Facebook for work.
I wish the out of the box automatons were more robust but we have implemented solutions for that.