Podio

Vorteile

Podio is this fantastic gem that you don't see in other project management, task management or workflow management systems. It's quite literally limitless. You can create unique systems and flows for your own needs without a ton of tech-knowledge (but you certainly need some). It's a really neat way to create the EXACT workflow and data management pieces that you're looking for.

Nachteile

Podio is not simple to set up or implement. It takes time, planning and a decent amount of tech understanding. You don't need to know how to program, but it's certainly not for the faint of heart with the setup. However once you get it - it's very cool. I honestly don't have too much more that's negative to say about it.

Vorteile

Customising apps, creating workflow, and implementation roll out are all easy and user friendly. Our team have quickly familiarised the user interface and functionalities.

Nachteile

Limited native integrations. You will need Zapier account to integrate with other apps such as Time Tracker, Xero, Pandadoc, or Google Spreadsheet.

Vorteile

Modular app kit (as forms) is a good solution, to build your own formulars.

Nachteile

Customer Support is catastrophic since Podio is Progress.com.

Vorteile

It does help find and keep track of all our date

Nachteile

Connecting the third party apps and you have to pay someone for support

In Betracht gezogene Alternativen

Gründe für den Wechsel zu Podio

Vorteile

The ability to customize Podio in order for it to help scale your business is what I like most about Podio. All of the latest integrations are keeping Podio at the top of the list for CRMs.

Nachteile

There are very few times it occurs, but when the site/status goes down during the middle of the work day it can wreck havoc on a business that relies on it heavily. Over the last 6 years I have only had it affect me 3-4 times.

Vorteile

It's good for working with databases and relations among them. We used to have our complete ERP built in Podio.

Nachteile

- Podio used to be a good alternative when workspaces were customizable and external users could interact with the platform easily. However, this changed unilaterally and without notice, rendering most applications useless.
- Compared to platforms like Notion, Podio's system and infrastructure are perceived as outdated and difficult to configure.
- The customer service is poor, with delayed responses and a lack of empathy towards the customers.
- It is more expensive than more powerful and customizable platforms.

Vorteile

It's fairly easy to use and does have a lot of the key features you would need from a CRM

Nachteile

Integrating with other products and systems isn't particularly easy or possible at all in some cases

Vorteile

I really liked how Podio integrated with Google Drive and Dropbox. it made it super easy to share files. I think it's one of the more intuitive platforms for users.

Nachteile

It's NOT that intuitive for those setting up the tasks and workflows. It may take them awhile to get things working the way you want, and if you only have one person managing the team, and they leave, you may be in dire straits if you need to make changes. I also thought Podio became more expensive quickly. the basic version is affordable but every additional feature costs more and then you are paying A LOT. And considering all the time for set-up, you may be hesitant to leave. I needed a better tracking and reporting system than what I could get from Podio, and price was getting high, so I switched

Vorteile

It's ease of use and the user interface of the platform.

Nachteile

The price per seat and the increase. It was good being cheaper

Vorteile

Its user-friendly design makes it easy for teams to navigate, even without extensive training.

Nachteile

While Podio supports many integrations, setting them up can be complex, especially for non-technical users.

Vorteile

I mainly use Podio to enter my customers in to a database and add or subtract information as needed. I am able to customize Podio to exactly what I need for each customer. I can schedule the customers.

Nachteile

It took me a few hours to learn how to use Podio, but other than that, there are few things that I dislike about Podio.

Vorteile

Podio is super easy to use and it goves great functuonalities to your team

Nachteile

Sometimes it runs slowly but I think that will depend on the size of your data base

Vorteile

I like the ability to upload as many docs as needed for the project/customer. All departments (in my workplace) can view what is going on with the project. It keeps the project organized and allows as many details as needed.

Nachteile

Podio to me, isn't user friendly. It took quite some time to learn the quirks and how to maneuver through the different pages for the project. Definitely could use some enhancements.

Vorteile

It can do anything! There are pre-developed apps and packages of apps that you can add to your workspace to get started quickly. Those modules can be modified to meet your needs. OR, you can create your own apps to serve your own purposes. I've created my own apps for a variety of workspaces and have found it can do almost anything! So far we've used it for lead development, website development/QA, order tracking, and customer feedback handling. Love that we can assigne and schedule tasks for any user in the workspace. We're a small team, so the free version has been able to meet our needs as well.

Nachteile

It can be time consuming to figure out how build your own applications. The pre-built apps are great to start with, but then you have to visualize how to modify them to meet you unique needs. Not bad, just a learning curve. Also, the per user per month expenses can add up quickly if you need the more advanced features.

Vorteile

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!

Nachteile

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!

Vorteile

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.

Nachteile

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.

Vorteile

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.

Nachteile

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.

Vorteile

I am not a developer or tech boffin. And you do not have to be when you are using Podio. It is so simple yet powerful that I don't understand why every company out there aren't using it. I use it for numerous functions in my business: workflow, registration, contacts, fun, events, etc.
I like how easy it is to learn and use. I really like how fast I can build, update and change my own workspaces and apps. I use the web-form functionality all the time and it looks very professional.

Nachteile

Is it a Podio or a user problem...? but it often happens that I will add a person a workspace and then they can't access it? And I haven't found the answer in the online help function.

Vorteile

There are many apps like this. But this is unbeatable since many years. mobile app version is excellent. Podio is ease to use with fully customizable. Podio makes easy to planning with detail way.

Nachteile

Everything is good. I and my team is fully satisfied with this solution. Sometimes We fetch some issue in file sharing.

Vorteile

The cloud-based application lets the organizations to communicate within the company or with another company for their requirements. It has helped us to collaboratively work using a single platform by sharing data such as business processes and project management reports, and through real time communication. Delegating and tracking the tasks has never been so easy! Using this software has improved our productivity and time management. We could build and maintain good relationships with the customer. The best thing about this software is that, it had given us the ability to control who can access the workspace environment, thus adding to the security feature. Since the files can be shared in one common place, multiple email threads and redundancy could be avoided.

Nachteile

This utility does not provide phone support, which is a huge drawback. The users are expected to always work from their desktop computer environment. The developers of this application are not always ready to change the application features of the tool. The option of printing out the shared pdf, directly, is not present in the current version of the application. The user interface of this application also needs to be updated, as some find it cumbersome to use. If you are checking out for some automation in workflows, you would be disappointed as there are none!

Vorteile

You can customize pretty much any field imaginable to build anything you want and need. It doesn't require you to fit everything into their box or what they say you need. Integrated with Zapier it is very powerful.

Nachteile

You can't search by email address (there are errors with any email that has more than 1 period which is almost a deal breaker. Reports can't be accessed in the app which is one of my primary uses. I have a workaround scripted in my phone, but I feel like you shouldn't have to be an expert to find what your sales are.

Vorteile

Task management for a single user from my experience is hassle free

Nachteile

A bit more support materials on best practices, some in-app guides would be helpful

Vorteile

What I like most is the flexibility of the software. You can pretty much use this for everything (invoices, inventory, user management, etc). It's to be designed to your own desires. Also you can share with external organizations.

Nachteile

It's pretty expensive I heard, and there is quite a lot of slowness in podio (downtime). But mostly fixed very fast.

Vorteile

Podio is one of the best CMS around. it is basically cost free and allows entire team to manage complex dataset of costumers infos. Podio is highly customizable if you know how to write basic JS and that is perfect for nerds.

Nachteile

It is hard to manage large dataset. Batch edit is not that simple. If you need a more advanced solution it is not the best option

Vorteile

Flexibility, Functionality and Integration

Nachteile

Nothing so far. It has been my staple app for day to day work for several years!

Vorteile

I loved the task queue feature. This showed a list of upcoming tasks and made it easy for me to review upcoming call tasks.

Nachteile

I disliked how much effort it took to manage individual tasks.

Vorteile

This task management solution has been easy to use since day one.
I like the brilliant capabilities of Podio.

Nachteile

Podio has been highly reliable simple to manage.
No cons about Podio.

Vorteile

Until Oct 11, 2023 I would argue they are the most powerful intuitive user friendly cloud based tool ever designed. The platform was ideal for project, client, and employee management with powerful tutorials and clean interface with a wide range of customization .

Nachteile

They changed their business model effective Oct 11. It has completely disrupted our entire business. I was a huge advocate but no longer. The move is a financial fleecing of small business.

Vorteile

This task management solution is so easy to understand and comprehensive.
Podio has been an easy to implement task management software.

Nachteile

I like the powerful features of Podio.
Podio is so amazing.

Vorteile

The reliability of Podio has been making it an incredible tool.
Podio is easy to use and reliable.

Nachteile

I like the effective features of Podio.
Podio is flawless.

Vorteile

For solo and micro enterprise users, Podio could be a good option due to lower cost structuring if you know how to build.

Nachteile

Podio was not the easiest to use although you can build it to do just about anything.

Vorteile

Cette plateforme est un outil efficace, bien organisé pour gérer le travail d'équipe tout-en-un. Il facilite la communication entre les membres de l'équipe, permet de suivre le déroulement des projets, de bien organiser les tâches en fonction du temps,...

Nachteile

Avec mon équipe, nous avons pas encore eu de soucis avec Podio pour le moment.

Vorteile

Highly customizable, intuitive, and collaborative. Strong integration and automation features.

Nachteile

Less advanced features compared to competitors, lag with too many customizations.

Vorteile

The ease of use after you get everything customized.

Nachteile

The complexity of setting up a new profile and uploading contacts to get them to map correctly.

Vorteile

Having used podio for over 8 years (!) As CRM and also as means of sharing tasks with certain staff it is perfect. I can setup projects, import excel, csv and track one-off jobs or larger contracts, sharing with workforce.

Nachteile

Not much negative to say. We tried some features but overcomplicated our own ways of working. It does what we want it to anc now rely on it.

Vorteile

Easy Integrations. But will be useless when you see how the system can ruin everything you built in a blink of an eye.

Nachteile

One mistake like importing a file incorrectly wipes out your entire database. There are no undo features. Good luck being human with this app. There arent any directions with how to work the system. Money hungry developer with customer not in mind. Slow to implement basic functions.

Vorteile

Budgétisation, suivi des dépenses et du temps, interface multi-utilisateur, facilité d'utilisation, le chat Podio qui me permet d'envoyer des messages instantanés

Nachteile

Bien que Podio offre une interface multi-utilisateur, elle n'est pas facile à prendre en main

Vorteile

Podio est un outil de planification qu’on permet aux entreprises de gérer les clients facilement. Il aide aussi pour l’envoi des messages instantanés.

Nachteile

concernant sa fonctionnalité elle décorne des fois et le système devient lent

Vorteile

Integration easy.. open source, use zapier from time to time too

Nachteile

No Referrals / partner program Being provided for loyal users / programmers like me

In Betracht gezogene Alternativen

Gründe für den Wechsel zu Podio

Vorteile

Podio is very easy to use and inexpensive would recommend it anytime!

Nachteile

haven't really find any cons while using podio

Vorteile

Pas besoin d'être un professionnel pour utiliser ce logiciel. J'apprécie surtout sa facilité et la possibilité de personnaliser l'interface et les paramètres.

Nachteile

Dommage que l'on ne puisse pas l'utiliser sur Smartphone. Un manque d'accessibilité qui complique un peu la mobilité quand on est pro.

Vorteile

very userfriendly and easy to follow the progress of other team members

Nachteile

not easy to customize so external assistance was always needed

Vorteile

Various management operations such as task, workflow automation, sales management and many more.

Nachteile

The user interface at the start of the page is really dull and unattractive.

Vorteile

Adaptable: Citrix Podio offers a serious level of customization, permitting groups to make custom work processes, structures, and applications to accommodate their particular necessities. This makes it a profoundly versatile answer for groups with different requirements and work processes.Easy to understand interface: The product has a spotless and simple to-utilize interface that makes it open to clients of all expertise levels.Far reaching highlights: Citrix Podio offers a scope of elements intended to smooth out project the executives and cooperation, including task the board, document sharing, schedule combination, and continuous visit.Versatile availability: The product is open on both work area and cell phones, permitting groups to remain associated and work in a hurry.Solid security: Citrix Podio focuses on security and offers a scope of measures to safeguard client information, including two-factor validation and encryption.

Nachteile

Restricted announcing capacities: Citrix Podio's detailing and investigation abilities are to some degree restricted contrasted with other venture the board and joint effort apparatuses. Groups might have to depend on outsider apparatuses to acquire top to bottom bits of knowledge into their work.High expectation to absorb information: While Citrix Podio is easy to understand, it can require some investment for groups to figure out how to utilize the elements really, especially on the off chance that they are all new to project the board and joint effort apparatuses.Restricted combinations: Citrix Podio offers incorporations with different instruments, however the scope of mixes is fairly restricted contrasted with other undertaking the executives and coordinated effort arrangements.Client service: A few clients have revealed troubles with client service, especially as far as reaction time and issue goal.

Vorteile

Podio is the great customizable software. The best thing about the Podio software is that we can track all of our important tasks and multiple projects at a one time and it is the only possible through the Podio software. We can easily collaborate with our team members and colleagues in a more efficient way. I can always use this efficient software for better manage my personal projects.Podio is one of the best project management software. The another great advantage of this software is that we can easily organized all of our important projects and assignment tasks in a group and colleagues. This software has outstanding features such as it has the great ability to create the custom folders in a more efficient way. Through this software, it is so easy for us to create a tasks and store a large amount of information in a project software.

Nachteile

The disadvantage of this software is that for the new users that they faced a lot of problem about the sharing of the multiple projects with our colleagues and team members at a one time. Hence, sharing of projects is so difficult for the beginners and users. This software lack a lot of features which is very essential for the new users. Podio software is not so easy to use. For the beginners, it is a little challenges for us to create a tasks and better manage our projects . It is so difficult in learning to use many of the features in a properly manner. But otherwise it is very simple for us to create a tasks to the specific projects.

Vorteile

Podio is one of those software that excels in a few key concepts but entirely falls flat everywhere else. There ability to tag, chat and communicate through each app is a unique feature that I think most programs do fail to get right. There workflows and ability to write any calculated field workflow in php or javascript is pretty decent and a unique concept when needing that custom options. Does take a bit to learn it though. I think most people dump money into 3rd party support developers do to this. which is what we were doing before I arrived.

Nachteile

This is a software I think any growing company is going to find out real quick that they will outgrow real fast. Podio is slow. Apps do not work between workspaces. You can build relationship but not share apps between workspaces. Permissions and overall platform structure is very confusing. Podio was built of the idea that any Joe off the street can build a workspace/app and share it around, versus having a platform that is company down managed. The design of podio is single column form layout, this is a decent concept if your tracking like 5 fields. But the minute you need more then that you are going to find yourself just doing endless scrolling, and can't find anything. Views are a mess to build. Graphs do not exist at all.

Vorteile

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.

Nachteile

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.

Vorteile

This software has a wide range of features that allow the company to develop projects, assign tasks and share them in real time, using the platform's own features or even integrating existing systems in the company. All this in a way adapted to the needs of each company.

Nachteile

The only disadvantage I see in this platform has to do with the amount of functionality and information available (which on the one hand is good) but also that it leaves users easily lost in this amount of information, requiring external help or the implementation of other software. I think they need to make it more practical and intuitive to use.

Vorteile

Podio is a fully featured platform that allows you to manage any process. We use it as our ERP and we manage all our company processes there. We are a corporate training organization and we sell workshops. In podio we create and keep track from the beginning of the process, the delivery of the courses and the follow up. We have developed with time a quite complex and at the same time simple custom platform for our needs.

Nachteile

Reporting is quite limited and not very customizable. Also views could be more sophisticated and customizable.

In Betracht gezogene Alternativen

Gründe für den Wechsel zu Podio

Vorteile

I love how we can customize everything and how many integrations are supported.

Nachteile

Not a fan of the UI. Looks outdated and can be confusing for new users.