Podio

Una herramienta online ideal para mantener todos los proyectos controlados

Comentarios: Buena

Puntos a favor:

La facilidad con la que se puede adaptar el sistema a tus necesidades. Desde una empresa unipersonal hasta todo un equipo Podio es una buena opción para responsables de proyectos.

Puntos en contra:

No me gusta la app de Podio para dispositivos móviles. Es realmente básica por lo que dificulta mucho su uso a través del móvil o la tablet. Asimismo, mi experiencia, con el servicio de atención al cliente ha dejado mucho que desear por falta de respuesta. Por último me gustaría ver más integración con otras plataformas como Whatsapp, We Chat, Messenger, Skype... a través de las cuales se pudiesen compartir tareas o informes.

Amazing platform for managing anything

Puntos a favor:

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.

Puntos en contra:

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

Serves it's purpose

Comentarios: 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.

Puntos a favor:

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.

Puntos en contra:

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.

PODIO is it for you?!

Comentarios: VG, it's been my bread and butter

Puntos a favor:

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

Puntos en contra:

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

Very flexible software, but increasingly unreliable

Comentarios: Overall, pretty good for a budget CRM. But it feels like a platform with its better days behind it.

Puntos a favor:

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.

Puntos en contra:

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.