Podio

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

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.

Pros

Podio is a great tool to use for work, as it is possible to create tasks and mark the people responsible and this helps a lot in the organization and retention of information due to the fact that in these tasks it is possible to attach documents, in addition it is great to create events assisting in day-to-day meetings to have control of the people present and it is great to create a list of contacts, to store information of customers and distributors of the company.

Cons

I believe that Podio could improve the way of notifying the person who is marked in the tasks, it could be possible to create a table with all the tasks that the users have to do, in order to better organize and control the deadlines.

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.

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.