Podio

Avantages

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

Inconvénients

Extremely difficult to set up. Requires additional help to do it

Avantages

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.

Inconvénients

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.

Avantages

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.

Inconvénients

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.

Avantages

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.

Inconvénients

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.

Avantages

Podio is more comprehensive than many other popular project management apps and software. I like that there is an ability to manage budget and not just tasks.

Inconvénients

If you aren't tech-savvy, this might not be the software for you. It's not exactly a drag and drop solution. It can take more time to get set up.