Podio CRM Review And Ratings 2023

Podio CRM is a cloud-based software that allows businesses to manage their customer relationships and sales activities in one place. It is designed to be highly customizable, so businesses can tailor it to fit their specific needs.

Podio CRM is a popular CRM software and is known for its flexibility and customizability. It is used across various industries and is especially well-targeted to small and medium-sized businesses.

In this review, I will explore the features, costs, and other aspects of Podio CRM.

I’ll also provide my opinions on the companies I believe will gain the most from implementing Podio CRM.

What Is Podio CRM?

Podio CRM allows businesses to manage their customer relationships and sales activities in one place. It is designed to be highly customizable, so businesses can tailor it to fit their specific needs. With Podio CRM, users can manage their contacts, leads, and deals all from one platform.

One of the standout features of Podio CRM is its flexibility. The software allows users to create custom fields and workflows, so they can track the specific information that is most important to their business. This means that businesses can create a CRM system that is tailored to their unique needs, rather than being limited by a one-size-fits-all solution.

In addition to its customizability, Podio CRM also offers a range of features to help businesses manage their customer relationships effectively. For example, users can track their interactions with customers, including emails, calls, and meetings. They can also set reminders and follow-up tasks to ensure that nothing falls through the cracks.

Another useful feature of Podio CRM is its integration with other tools. The software can be integrated with a range of third-party apps, such as email marketing tools and accounting software, to streamline workflows and make it easier to manage customer relationships.

Overall, Podio CRM is a powerful tool for businesses looking to manage their customer relationships more effectively. With its customizability, flexibility, and range of features, it is a great option for businesses of all sizes and industries.

Podio CRM Key Features

Sales Pipeline Management

Podio CRM allows businesses to track their sales pipeline from start to finish. Users can set up custom stages and workflows for their sales process, so they can easily track where each deal is in the pipeline. The software also allows users to set up reminders and follow-up tasks to ensure that nothing falls through the cracks.

The pipeline management feature allows businesses to track their sales process and identify any bottlenecks or areas for improvement. By tracking each deal’s progress through the pipeline, businesses can ensure that their sales team is following up with leads at the right time and not missing any important opportunities.

Contact Management

Podio CRM allows businesses to manage their contacts in one central location. Users can store contact information, such as names, phone numbers, and email addresses, and can also track their interactions with each contact. This includes emails, calls, meetings, and more.

By keeping all of their contact information in one place, businesses can stay organized and ensure that they are following up with leads and customers promptly. Podio CRM’s contact management feature allows businesses to track all of their interactions with each contact, so they can personalize their communications and build stronger relationships.

Sales Reporting

Podio CRM provides businesses with valuable insights into their sales activities. Users can create custom reports and dashboards to track their sales performance over time, such as revenue, deals won and lost, and more. This allows businesses to identify areas for improvement and make data-driven decisions. For example, if a particular sales rep is consistently closing more deals than others, businesses can identify what sets them apart and train the rest of the team accordingly.

Customizable Fields and Workflows

Podio CRM is highly customizable, allowing businesses to create custom fields and workflows to track the specific information that is most important to their business. This means that businesses can tailor the software to fit their unique needs, rather than being limited by a one-size-fits-all solution.

By customizing fields and workflows, businesses can track the specific information that is most important to their sales process. For example, businesses can create custom fields to track the source of each lead, which can help them identify which marketing channels are most effective in driving sales.

Integration Capabilities

Podio CRM can be integrated with a range of third-party apps, such as email marketing tools and accounting software, to streamline workflows and make it easier to manage customer relationships. This allows businesses to connect their CRM with other tools they use daily.

By integrating Podio CRM with other tools, such as email marketing software or accounting software, businesses can streamline their workflows and reduce the amount of time their sales team spends on administrative tasks. This allows the team to focus on what they do best – closing deals.

Podio CRM User Interface

When it comes to Podio CRM, the user interface is designed to be intuitive and easy to navigate. Here’s a closer look at what makes Podio CRM’s user interface stand out:

Customizable Dashboard

Upon logging in, users are presented with a customizable dashboard that displays their most important information. This allows users to quickly access the data they need without having to dig through multiple screens or menus.

Simple Navigation

Podio CRM’s navigation is straightforward, with a menu on the left-hand side of the screen that provides easy access to the software’s various features. This makes it easy for users to find what they need without getting lost in a maze of menus.

Drag-and-Drop Functionality

Podio CRM’s drag-and-drop functionality allows users to easily move information around within the software. For example, users can drag a contact from their contact list into a deal, or drag a task into a different stage of the sales pipeline. This makes it easy to stay organized and keep track of what needs to be done.

Mobile App

Podio CRM also offers a mobile app, which has a similar user interface to the desktop version. This allows users to access their CRM on the go and stay up-to-date on their sales activities.

Overall, Podio CRM’s user interface is designed to be simple and intuitive, with drag-and-drop functionality and easy navigation. This allows users to stay organized and keep track of their sales activities without getting bogged down in administrative tasks. Additionally, the mobile app provides added convenience for users who need to access their CRM while on the go.

Podio CRM Setup & Getting Started

Getting up and running with a new CRM software can be a daunting task, but Podio CRM aims to make the setup process as straightforward as possible. Here’s what businesses can expect when setting up Podio CRM:

1. Account Creation: The first step is to create an account with Podio CRM. This can be done on the company’s website, where users will be prompted to enter their email address and create a password.

2. Customization: Once the account has been created, users can begin customizing their CRM. This includes adding custom fields, setting up workflows, and creating reports. Podio CRM is highly customizable, so businesses can tailor the software to fit their specific needs.

3. Data Import: Businesses can also import their existing data into Podio CRM. This includes contact information, sales data, and other relevant information. The software provides tools to help businesses map their data to the appropriate fields within Podio CRM.

4. Integration: Podio CRM can be integrated with a range of third-party apps, such as email marketing software and accounting software. This can help businesses streamline their workflows and make it easier to manage customer relationships.

5. Training and Support: Podio CRM provides training and support resources to help businesses get the most out of the software. This includes online resources such as tutorials and webinars, as well as a support team that can be reached via email or phone.

Overall, businesses can get up and running with Podio CRM relatively quickly, depending on how much customization and data import are needed. The software’s user-friendly interface and range of customization options make it easy for businesses to tailor the software to their specific needs. With the help of training and support resources, businesses can quickly become proficient in using Podio CRM to manage their customer relationships effectively.

Podio CRM Customization

Custom Fields: Podio CRM allows businesses to create custom fields to track the specific information that is most important to their sales process. This includes fields such as lead source, deal value, and more. By tracking this information, businesses can gain valuable insights into their sales activities and make data-driven decisions.

Workflows: Allow businesses to create custom stages for their sales process, such as “lead,” “prospect,” and “closed won.” Users can also set up automatic notifications and reminders, so they never miss an important task or follow-up.

Integrations: Podio CRM can be integrated with a range of third-party apps, such as email marketing software and accounting software. This allows businesses to streamline their workflows and reduce the amount of time their sales team spends on administrative tasks.

Custom Views: Allows businesses to create custom views of their data, so they can quickly access the information they need. For example, businesses can create a view that shows all of their high-priority deals or all of their leads from a particular marketing campaign.

Permissions: Allows businesses to set permissions for different users or teams, so they can control who has access to sensitive information. This ensures that everyone in the organization is working with the most up-to-date information and reduces the risk of errors or miscommunications.

Overall, Podio CRM’s customizability allows businesses to create a CRM system that is tailored to their unique needs. By tracking the specific information that is most important to their sales process, businesses can gain valuable insights and make data-driven decisions. By integrating with other tools and setting permissions, businesses can streamline their workflows and ensure that everyone in the organization is on the same page.

Podio CRM Integrations

Email: Podio CRM can be integrated with email providers such as Gmail, Outlook, and Yahoo, allowing users to send and receive emails directly from the software. This helps to keep all communication with customers in one central location, making it easy to track interactions and follow up on leads.

Marketing Automation: Podio CRM can be integrated with marketing automation tools such as HubSpot and Marketo, allowing businesses to streamline their lead generation and nurturing process. This helps to ensure that leads are being followed up on in a timely and effective manner.

Project Management Platform: Podio CRM can be integrated with project management tools such as Asana and Trello, allowing businesses to manage their sales activities and customer relationships in the same place. This helps to ensure that everyone on the sales team is on the same page and working towards the same goals.

Accounting: Podio CRM can be integrated with accounting software such as QuickBooks and Xero, allowing businesses to manage their finances and customer relationships in one place. This helps to ensure that all financial data is up-to-date and accurate.

Social Media: Podio CRM can be integrated with social media platforms such as Twitter and LinkedIn, allowing businesses to track their interactions with customers on social media. This helps to ensure that businesses are engaging with customers on all channels and building strong relationships.

Overall, Podio CRM’s integrations with third-party apps allow businesses to streamline their workflows and make it easier to manage customer relationships. By connecting Podio CRM with other tools, businesses can ensure that they are getting the most out of their CRM software and maximizing their efficiency.

Podio CRM Pricing

Podio CRM offers a range of pricing plans to fit the needs of businesses of all sizes. Here’s an overview of the different pricing plans and what features are included at each level:

1. Basic Plan: Free and includes basic features such as contact management, task management, and simple workflows. It also includes up to five employee users.

2. Plus Plan: Costs $11 per user per month and includes all of the features of the Basic Plan, as well as additional features such as custom fields and workflows, sales reporting, and advanced integrations. It also includes up to 50 employee users.

3. Premium Plan: Costs $19 per user per month and includes all of the features of the Plus Plan, as well as additional features such as advanced security and permissions, priority support, and unlimited employee users.

Overall, Podio CRM’s pricing plans are designed to provide businesses with a range of options to fit their specific needs and budget. The Basic Plan is a great option for small businesses or those just getting started with CRM software, while the Plus and Premium Plans offer more advanced features for businesses that need more customization and integration options.

Podio CRM Customer Support

When it comes to customer support, Podio CRM offers a variety of options to ensure that users can get the help they need when they need it. Here’s a closer look at the customer support options available with Podio CRM:

Email Support: Podio CRM offers email support for users who need help with the software. This allows users to submit a support ticket and receive a response from a support representative within a reasonable amount of time.

Phone Support: Podio CRM also offers phone support for users who need more immediate assistance. This allows users to speak directly with a support representative and get their questions answered in real time.

Live Chat: Podio CRM also offers live chat support for users who prefer to get help online. This allows users to chat with a support representative and get their questions answered quickly and efficiently.

Knowledge Base: Podio CRM’s knowledge base provides users with a range of resources to help them get the most out of the software. This includes tutorials, FAQs, and best practices for using the software effectively.

Community Forum: Podio CRM’s community forum allows users to connect with other users and get help and advice from the community. This can be a valuable resource for users who are looking for solutions to common problems or need advice on how to use the software effectively.

Overall, Podio CRM offers a range of customer support options to ensure that users can get the help they need when they need it. Whether users prefer to get help over the phone, through live chat, or by browsing the knowledge base, Podio CRM provides a variety of resources to help users get the most out of the software.

Podio CRM Pros And Cons

What I Like

1. Customizable Features: Podio CRM’s highly customizable features allow businesses to tailor the software to their specific needs. This includes custom fields, workflows, and views, as well as integrations with third-party apps. This allows businesses to streamline their workflows and reduce the amount of time spent on administrative tasks.

2. Intuitive Interface: Podio CRM’s user-friendly interface makes it easy for businesses to navigate and access the information they need. The software’s drag-and-drop functionality and simple navigation help to keep users organized and on track.

3. Sales Pipeline Management: Podio CRM’s sales pipeline management feature allows businesses to track their sales process from start to finish. This helps to ensure that leads are being followed up on promptly and that no opportunities are missed.

4. Contact Management: Podio CRM’s contact management feature allows businesses to store all of their contact information in one central location. This helps to keep communication with customers organized and ensures that follow-ups are being made regularly.

5. Reporting and Analytics: Podio CRM’s reporting and analytics features allow businesses to track their sales performance and identify areas for improvement. This helps to ensure that the sales team is operating at peak efficiency and that resources are being used effectively.

Overall, Podio CRM’s customizable features, intuitive interface, and powerful reporting capabilities make it a popular choice for businesses looking to streamline their sales process and improve their customer relationships. By tailoring the software to fit their specific needs, businesses can get the most out of their CRM software and stay ahead of the competition.

What I Don’t Like

1. Limited Integrations: While Podio CRM offers integrations with a range of third-party apps, it may not have as many integrations available as some other CRM software options. This could be a drawback for businesses that rely heavily on specific tools that are not currently integrated with Podio CRM.

2. Learning Curve: While Podio CRM’s user interface is intuitive and easy to navigate, there may still be a learning curve for users who are not familiar with the software. This could result in a longer onboarding process and could impact productivity in the short term.

3. Limited Mobile App: While Podio CRM does offer a mobile app, the app is not as robust as some other CRM software options. This could be a drawback for businesses that rely heavily on mobile devices or have sales teams that are frequently on the go.

4. Limited Customer Support: While Podio CRM does offer a range of customer support options, the level of support may not be as extensive as some other CRM software options. This could be a drawback for businesses that require extensive support or have complex needs.

Overall, while there are some potential drawbacks to using Podio CRM, it is still a powerful and customizable CRM software option for businesses. By considering the potential drawbacks alongside the benefits, businesses can make an informed decision about whether Podio CRM is the right choice for their needs.

Which Businesses Are Best Suited For Podio CRM?

1. Small and Medium-sized Businesses: Podio CRM’s free Basic Plan and affordable pricing options make it a great choice for small and medium-sized businesses. The software’s customizable features and easy-to-use interface make it a great choice for businesses that are just starting with CRM software.

2. Sales-focused Businesses: Podio CRM’s sales pipeline management and reporting features make it a great choice for businesses that are focused on sales. The software’s ability to track leads and opportunities can help businesses to stay organized and ensure that follow-ups are being made promptly.

3. Project-based Businesses: Podio CRM’s integration with project management tools such as Asana and Trello make it a great choice for project-based businesses. The software’s ability to manage tasks and workflows can help businesses to stay on track and ensure that projects are completed on time.

4. Service-based Businesses: Podio CRM’s ability to track customer interactions and communications make it a great choice for service-based businesses such as consulting firms or agencies. The software’s ability to store all customer information in one central location can help businesses to stay organized and ensure that customer needs are being met.

Overall, Podio CRM is a versatile software that can be used by a wide range of businesses. Its customizable features and user-friendly interface make it a great choice for businesses that are looking to streamline their sales process and improve their customer relationships.

Final Recommendation

After considering the benefits and potential drawbacks of using Podio CRM, we recommend it as a strong choice for businesses looking for customizable and user-friendly CRM software. With its customizable features, intuitive interface, and powerful reporting capabilities, Podio CRM is a versatile software that can be used by businesses of all sizes and in a variety of industries.

Businesses that are sales-focused, project-based, or service-based may find Podio CRM particularly well-suited to their needs. Small and medium-sized businesses may also find Podio CRM to be a cost-effective option, with its free Basic Plan and affordable pricing options.

While there are some potential drawbacks to consider, such as limited integrations and a learning curve, these are outweighed by the many benefits of using Podio CRM. With its range of customer support options, businesses can be confident that they will receive the help they need to get the most out of the software.

Overall, we recommend Podio CRM as a powerful and customizable CRM software option that can help businesses to streamline their sales process, improve customer relationships, and make data-driven decisions.

Get started with Podio CRM.

What Are The Podio CRM Alternatives?

1. Salesforce CRM: A cloud-based CRM platform that offers a wide range of features and functionalities, including sales, marketing, customer service, and analytics. It is a popular choice for enterprise-level businesses. Read the full review.

2. HubSpot CRM: A free, user-friendly CRM platform that offers features such as contact management, deal tracking, and lead generation. It is a good option for small to medium-sized businesses.

3. Zoho CRM: A cloud-based CRM platform that offers a range of features, including sales automation, marketing automation, and customer support. It is known for its affordable pricing and ease of use. Read the full review.

4. Pipedrive: A sales-focused CRM platform that offers features such as pipeline management, activity tracking, and sales forecasting. It is a good option for businesses that prioritize sales pipeline management. Read the full review.

5. Insightly: A CRM platform that offers features such as contact management, project management, and lead tracking. It is a good option for small businesses and startups.

6. Agile CRM: A cloud-based CRM platform that offers features such as contact management, marketing automation, and helpdesk support. It is known for its affordable pricing and all-in-one solution.

7. Freshsales: A cloud-based CRM platform that offers features such as lead scoring, deal management, and email tracking. It is a good option for businesses that prioritize sales automation.

8. Bitrix24: A cloud-based CRM platform that offers features such as contact management, project management, and team collaboration. It is known for its affordable pricing and all-in-one solution.

9. Copper (formerly ProsperWorks): A cloud-based CRM platform that offers features such as contact management, sales automation, and email tracking. It is a good option for businesses that use G Suite.

10. SugarCRM: A cloud-based CRM platform that offers features such as sales automation, marketing automation, and customer service. It is known for its flexibility and customization options.