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.

Bring together your team for project management, at Podio

It is highly suggested to medium and large size business setup. It will benefit both business to business and business to customer type market. I have found it very unique in terms of project management.

Pros

Citrix Podio is a complete solution for carrying out the execution of the projects. It assists us from the beginning of the project planning till its end closing. We have boosted up our sales funnels and our pipeline never gets empty. This is because we are capable of delivering the quality content to our clients with the help of this tool, that allow us to add images in the project and provide us true guideline in managing our content.

Cons

I have felt a gap in its email feature which is not as effective as other market tools. Also for me its price is not so effective no doubt it balance its amazing features but still for those business who really need a back end for support might finds it costly.

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.

Just what we needed.

Great! Will continue to use for the foreseeable future!

Pros

Ability to customize templates for different project types. I also like that I can share projects with people outside of Podio without having to add them as users.

Cons

It’s not very pretty to look at, but I would rather have a clean interface than compromise function for beauty.