Podio Reviews

Pros

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.

Cons

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.

Pros

we can have in one place all the leads we have and all the workers can upload information about that lead, so we check there all we have from them.

Cons

the support it is not very good, the price it is quite high and at the end we were moving to MNprogram but we still could not do the change

Alternatives Considered

MNprogram

Reasons for Choosing Podio

because MNprogram still do not have the form in english with the fields we need in our leads.

Switched From

MNprogram

Reasons for Switching to Podio

because podio can edit the form and have the connection with sage for accounting.

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

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.

Cons

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.

Pros

First of all, it adapts to the user in an amazing way, I really liked that. Whether for a small company or a very large one, and not only companies, also anyone who wants to have their projects organized.
The cost is affordable, makes it accessible to companies of all kinds.
Finally, I must say that it’s great to share real-time progress of projects with clients to confidently engage them in work productivity.

Cons

They could improve document sharing, which is a bit tricky. They should improve the mobile app. It could also be integrated with other apps to sharing over there.

Pros

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

Cons

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.

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

I love the option to customize all of my apps in Podio. I am a professional magician and use it to keep track of proposals for shows sent out, as well as their progresses. Moreover, I use it to keep track of expenses, invoices, and whether or not I've distributed my money to my business accounts. I also use it to keep track of clients, which makes it very easy to quickly look up information. I love that I can link apps, such as my show proposals and client apps, which makes everything flawless. Plus, the tasks option allows me to create reminders for myself without cluttering my own personal to-do list. Plus... it's free!!

Pros

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

Cons

not easy to customize so external assistance was always needed

Pros

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

Cons

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

Pros

This app felt like a blank canvas. You can create a lot of workspaces, each with differentes apps that have different functionality, such as "Expenses" and "People". For each app, you can create items, that you can call whatever you like, e.g. "Payment" and "Person", respectively. Within them, you have many field options and you can customize quite a bit, even automatically creating tasks. I also appreciated that the calendar, your tasks and your contacts have their separated site. Each works automatically, adding events that you interacted with automatically to your calendar, the same with tasks that were delegated to you. In summary of the good stuff, lots of possibilites. Also, formulars where quite helpful.

Cons

As much as it has pros, there is for me and the organization where we used it, one big Con, that goes throughout the whole app: too much flexibility and little restraint/focus. The tool is a blank canvas, and I am sure you can create a good workflow for different needs. The problem is, that you (at least we did) need a single person that first, understands how it all works second, takes the time to create each app and the item-configurations (altough there is a marketplace where you can use other people's templates) and third, explain it to everybody else. The problem comes, when you realize there was an unknown feature or a simpler way of doing things. There is so much that is possible that you might end up complicating your workflow to much.

Pros

I like the customizability and usefulness of this platform. The app-based system allows anyone to use in different ways depending on the different process flows. I like the task functionality and integration with other apps. We use another party to add backend automation which has been helpful for tagging and tracking leads.

Cons

The system goes down fairly often and prevents leads from flowing successfully into our database. I'm not sure if this is due to glitches in our automations or a site-wide problem. The apps may pull data from other apps, but the information is separate. As a real estate investor, I see this as a con because if a lead information is transferred from one status to another (into another app), the information is created again rather than updated in a separate location. If a change is made in one app, it isn't reflected in the other. There may be workflows that could help with this for the field data, but not for notes left of the activity.

Pros

The level of customization is amazing, and really makes Podio an incredibly versatile tool. Even with the mid-level plus pricing plan, we've utilized custom workspaces for a large variety of use cases throughout our company. The team at Podio also releases updates fairly often, which is great to see. Almost every update has added value to how we use the application.

It's obvious that the Podio team has put a lot of work into what they have released thus far. The quality is great, and I can't think of anything that doesn't work properly or that feels messy. I'm confident that new features they release in the future will be just as well polished.

Cons

The number one limitation to Podio is the lackluster permission structure. On one hand, it has really forced us to create truly collaborative and transparent workspaces. However, it has also made it /impossible/ to use Podio for certain more sensitive applications. It is also incredibly annoying that there isn't an overall admin group for the total organization. We have multiple admins for our Podio organization (who help create and maintain workspaces), and each of us have to be added to every workspace as an admin in order to maintain the system. This means that our feeds get spammed with activity from every workspace, making it pretty useless for our own needs. It also bloats some of our workspaces, and makes it tricky to maintain stuff.

In the plus price level, reports are kind of a joke. I believe they get a lot better in the higher plans, but plus level reports are almost useless.

Pros

We were able to extend the use far outside what we purchased it for, utilizing it for contract management and delivery, then project management for our entire marketing team

Cons

The modular functionality does keep things organized, but it does make you take a few extra steps to launch projects and contracts. It's not especially user friendly for project management, but once you're trained, it works great.

Pros

Podio has been a huge help for the project management purposes as the platform offers highly customizable and flexible settings to adapt even the internal user interface to the requirements/characteristics of the project. What's more, the functionality and the adaption to the external apps as well as the useful add-ons give the platform more functionality that saves a lot of time and effort searching for those in another system.
For the smaller organizations, you can start with free plan/trial, however, if you want to take it seriously and benefit fully, I'd advise going for the paid versions.

Cons

There are few cons of the system. Sometimes it seems to be lagging and it's hard to determine whether it's due to the load it puts on the browser and the computer lags or the system as well as it's cloud-based.
What's more, for the new users, due to extended functionalities after some time of customization, it's hard to be easily acquired.

Pros

- That it is clean-canvas and you can set up basically any object, process, structure or workflow you need
- The recent calculation field javascript functions are a life-saver!
- I have been using Podio since its very early days (back when you could only add, subtract or multiple two fields at a time). It still had so much value for our process as a services company that wants to track what our consultants are billing.
- Task management settings are excellent (even if i don't use it as much as i should, adding, assigning and tracking tasks is a breeze)

Cons

- Being an app intended geeks, it feels like it would be hard to set up initially
- Has limited app permissions (for e.g. field-based permissions for different user types is needed for any level of process above basic.

Pros

Ease of use - if you are in a common business industry then you can easily find ready-made apps that fit your business practice.
Customizable - you can easily modify existing apps and create your own to fit any business need.
Automation - you can automate almost any task using Globiflow. If you know PHP you can go even further without using Globiflow.

Cons

Reporting - reporting on your data is very limited and not very customizable. This is a major Con. If you want robust reporting then you have to download your data and view it with another tool. Podio's reporting capabilities are very basic.

Pros

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.

Cons

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.

Pros

It was suggested to me by a friend, but I hated just about everything about it - it was frustratingly complicated and overly difficult to use.

Cons

After purchasing a subscription, I found the software to be overly complicated, so I cancelled my account. However I continued to be billed for the next 2 months. I began contacting them about those charges, asking for a refund. While communicating with their "support", they stated they do not provide refunds, and refused to do anything. So I filed a dispute with my credit card company for the 2 charges. The CC company found in my favor and refunded both charges back to me. As soon as that happened, it must have marked the invoices as "unpaid" in Podio's system, and they began sending them to me again on a daily basis asking for payment. I resumed communication with them, asking for them to close out my account, close out the pending invoice and stop sending me emails. They responded to every ticket stating that they don't process refunds. I wasn't asking for a refund, I had already been refunded by my CC company. I was asking them to stop emailing me about the invoice that had already been decided in my favor. Finally I get an email stating my account was closed and I wouldn't get anymore emails. 5 days later, the emailed invoices resumed - this time being sent to not one, but TWO of my email addresses. The lengths they will go to, to harass a customer over a bill is asinine. It has been four months and the issue is still not resolved, and I continue to receive daily emails about my "outstanding" invoice.

Pros

I like the program but not for $250 per month when I am the only person in my organization

Cons

NO PHONE SUPPORT! Although they tell you that you may request phone contact if you have a billing problem. There is No phone support.

Pros

* Podio is such a flexible solution. It's the only system I'd ever come across that let you design your system around your business, instead of them forcing your business to fit their system.
* Really easy to use
* Can track/store multiple types of data so is flexible to be used in various areas of the business.

Cons

* Importing bulk changes isn't as easy as it could be
* Advanced workflows require a higher package, so you're limited with the lower end packages in terms of automation, without using a third party service like Zapier.

Pros

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.

Cons

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

Pros

Podio is ideal for small to medium sized businesses. It's highly flexible, letting you adjust the CRM to suit your business and language. It's really easy to use, so internal adoption is easy and you can use it for managing so much more than just CRM. It's easy to create new apps and templates and you can modify these on the fly.

Cons

Any advanced features require extensions and/or the premium version to have access to GlobiFlow (which is awesome, but the costs add up for small businesses).
Support can be a little slow at times.

Pros

I like the vast amount of features present in Podio. We use it to manage multiple teams that may be collaborating on jobs. Uploading files, collaborating, and tracking time are all things I do all the time.

Cons

The only issue I have is that arranging some of the view options is a little bit clunky. It's hard to fault Podio too much for that though, as they present you with a very large amount of customizability options.

Pros

Customizable organization. Love that I have archives of projects.

Cons

I upgraded in error. When I asked for assistance that very moment, I was told I would be prorated. No one at Podio can be bothered to have an actual phone conversation with me. I clearly was confused when upgrading. It would only allow me to do so with 3 employees [you pay for each employee] I figured out how to remove the employees since only myself uses the program and once I did so I was told, "Yeah, you'll see that refund in a year." really? Horrible customer care. Feel like I was tricked into spending more than our company actually uses- Looking for an alternative to Podio.