Podio Software

Podio is Awesome- If you or someone can Design and Manage it.

We use Podio for our Real Estate Investing Business. We manage our Lead generation and nurturing process, as well as Properties and all tracking from Puchase to sell. We do NOT manage the rehabs in Podio, but you could.

Pros

Podio allows you to layout a CRM just about any way you want it.

Cons

As always, there are some features you wish it had. And Reporting is always limited.

Fantastic Free Software

Great product, great value

Pros

- Cost effective CRM solution for small businesses
- Highly adaptable with service packs and pre-built apps designed to match business type

Cons

- Can be a bit difficult to get started on
- A bit too technical for some of our less "techy" staff

Podio - Flexible collaboration tool for teams

It's difficult to describe Podio in a few sentences as it's flexibility and extensibility through the addition of apps from the library or creating your own means that it can be used for many different things. We've used it for project management and as a simple space to hold and share information when several external parties are involved. It means everyone can see what needs to be shared and current status with compromising internal systems and worrying about correct security settings for various parties. Podio isn't always first choice for team collaboration as there may already be solutions in place that clients prefer (for example, Microsoft Teams), but it is a quick way to pull disparate people and data together and get working quickly. As with all collaboration tools, it needs a bit of planning to configure it best for the type of project you want to use it for, but once you have used it a couple of times setup should be quick. For 'standard' users who have a degree of competence with collaboration software, the interface is intuitive and they should get up to speed pretty quickly. If you work in an Agile environment, all the tools are there to configure an Agile project and get started quickly. Some people love Podio immediately, others don't get it. Try out with a couple of small projects to get familiar with it; keep it as simple as possible - Podio's greatest strength is that you don't need to add more features/apps than are suited to the job.

Pros

Fast to configure for team collaboration on a variety of tasks - from the simple to fully featured Agile project management.

Adding only the apps you need means you can have a flexible and bespoke approach to each project depending on the requirements.

Easy to share with external users.

Cons

The flexibility that can be a strength can also be a weakness. There needs to be strong leadership over configuration and apps included.

The number of apps that can be added and the configurable options can lead to unnecessary complexity in the hands of inexperienced users.

If you have complex security requirements, configuration can be a pain.

Great Colaboration

My experience was positive and enabled great collaboration among our team.; No detailed description of apps in a searchable catalogue; linking to other file management systems.

Pros

Ease of use from start: conversation thread: Number of App Packages available for use.; Centralized MS logon: communication thread & Help Agent.

Cons

The seperate file system; No baseline calendar feature; version control.

Gets the job done but not very intuitive

Pros

Within each task the workflow is intuitive and it's easy to follow the flow of comments/updates as a task is worked on.

Cons

The overall navigation within podio is not very easy to learn, and could be made much more intuitive. I find it difficult to find tasks (there should be an easy way to access all of your tasks- not ones that you are working on but ones that you've submitted) that doesn't involve using the search bar.

Social Media style work flow management

Pros

being using Podio to trace work flow and communicate with other department. Easy to use, just like tweed and broadcasting, response and commend.

Cons

Maybe need to improve the privilege management of response and notification function. Overall, this is a great tool.

Podio, a Workspace that Make Your Work Efficient

It is little bit complicate to tag person that are not our friends' list yet. It could be better if it can be done automatically or at least simpler.

Pros

I like Podio because it gives a wide space to be linked from one workspace to other workspace. It is also can link one item to other item so that the user can search the item that they want immediately.

Cons

Podio needs to high quality of internet so it is a little bit difficult to use it in rural area, either it took long a time or cannot be used at all.

A workspace better for larger organization

Pros

I personally liked it, it has better features to control multiple projects, being an online operations manager it helped me tract all my staffs work progress and get updates without ringing them all the time.

Cons

For each and every project we have to re add the same member separately and we need multiple admins to maintain in order to keep the workflow.

A New Space to Get the Things Done

Pros

This product has the most minimalist and elegant display, it has so much feature which can be designed by ourselves to make our work space more efficient and simple. Other than that, Podio also helps our office to save the documents safely and make a better security system to our work space. I do love Podio since it also very useful to record and save our latest and newest documents. The security of Podio is a BIG YES.

Cons

It's a little bit difficult to add some friends. The profile page is also too short, so we can't improve our profile description in detail.

Podio, our project management tool that's a hair short of a CRM

Pros

Highly customisable, we have our own app modules created. IThere are also many available add-ons that can significantly enhance the scope all the way towards different methodologies of work.

Cons

Podio sorely lacks the email/phone communication features including easy adding of the relevant content thus generated.
The only way to add that is by using copy/paste in the comments and that's not only impractical but feels silly with otherwise such a great app.

A place to get projects done

Pros

I like that you can interact with other companies and share ideas.

Cons

Because it’s slightly cumbersome to use it’s hard to get people on board to using it.

Robust yet user-friendly project management tool

It required a lot of time for people to learn and we had a hard time driving adoption among casual users of the tool.

Pros

good integrations with Zapier for creating automated workflows and G-suite and Box to be able to attach / link supporting assets and documents

Cons

Need to have better visualizations of the work, milestones and timelines

If you look for highly customizable software

I used Podio for handling operations within the personal education project of mine.

Pros

The greatest thing about Podio is that it can adjust to frankly any business model. You can set up the advanced workflow in no time. Podio eliminates the necessity to do routine staff. GlobiFlow is a gamechanger.

Cons

It requires spending some time to make it work as you desire. Don't get me wrong. Podio is great, but to utilize it at fullest, you have to spend some time learning it. Their knowledge base is clear and if I needed help, Podio support guys were here to help.

Really good

In general quite good and adaptable to the needs of a work team

Pros

Very good tool to manage projects and the different divisions of a company and work teams. Everything can be managed in this tool, from vacations to activities, projects and sub projects. In addition to being adaptable to the needs of each team

Cons

Occasionally I have found that there is some comment on another topic that I am seeing. it seems cause of cahe

Good option for workflow

We used it for tracking applicants, keeping HR information and staffing notes.

Pros

It is fully customizable to what you need and you can use online fillable forms that populate right back into the podio system.

Cons

If you use automations, sometimes they can be a little glitchy.

Great project management software

Pros

What I find amazing is how customizable Podio is. Everyone on my team really finds it versatile. Even when not paying for the full version, it's great.

Cons

I think the one thing that can be improved by Podio is the permissions back-end. Not that useful when I need to store HIPAA compliant data.

Did not like it due to the complexity of the platform

I did not like the product due to the complexity.

Pros

Lots of integrations, lots of training and teaching online, videos, etc. Once it is set up apparently it can do all sorts of things.

Cons

But it was way too dam confusing and complex and it will require either massive amounts of learning on your end and countless house of implementation or else you will need to hire a team of web developers who can do it for you.

Podio needs development

We tried to do project management inside of the software, it was really only strongly used by a few people. The remainder were not given enough training to really utilize it fully. We were acquired by another company before we could really implement Podio on a broad scale, so it was abandoned about 6 months after initial adoption.

Pros

There was a few features like being able to create new projects and sub tasks within the project. It also had a strong history function so you could see changes within the system by each user.

Cons

There is a lot of setup needed by Podio for general use. The ease of use is not very high and there has to be at least 1 person trained as an admin to do general changes, the rest of them have to be done by Podio. We also tried to integrate it with other platforms but were unable to, which was frustrating.

Great Resource for Businesses

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!

good collaboration software that puts content, context, and chats in one place

Pros

# very good to closely track & organize conversations in one place
# good workflows with the option for chat based conversations

Cons

# can improve a little bit on the reporting & visualization
# could made their design little more intuitive to make the learning curve easy