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

Serves it's purpose

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.

Great tool for contract management and project management

Pros

We were able to extend the use far outside what we purchased it for, utilizing it for contract management and delivery, then project management for our entire marketing team

Cons

The modular functionality does keep things organized, but it does make you take a few extra steps to launch projects and contracts. It's not especially user friendly for project management, but once you're trained, it works great.

Very flexible software, but increasingly unreliable

Overall, pretty good for a budget CRM. But it feels like a platform with its better days behind it.

Pros

Podio is designed for project managers, but we used it as our CRM - which shows how flexible it is. It worked well, the UI is nice, the workflows save you a lot of time and you can link up items well for automation (e.g. if you close a deal, mark the associated company item as 'customer'). The reporting worked quite well too. You can pull data into reports and create nice dashboards. And you can export to Excel.

Cons

Citrix aren't investing in Podio - it looks the same as when we started using it years ago. It's also increasingly unreliable - there have been numerous all-day outages in 2018. This is frustrating when you depend on Podio to run your business. We have since moved onto a different CRM software because of these issues.

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.