Overview
What is Podio?
Podio is a cloud-based platform for organizing team communication, business processes, and reporting in project management workspaces; also it may be used as a light CRM platform. It enables workflow automation and integrations. It includes a free version and paid…
Great tool to keep a small team organized and accountable.
Perfect tool for project management in the organization
Workflow Program Review
One of the most advanced and reliable project management tools
Solid Software
Great Organizational Product!
Podio can fit ANY need your business has!
Podio as a new user
Podio stands strong in workflows
Podio -- flexible and easy for non-profit use
Podio for Projects
User Friendly App. Customization At Its Best!
Podio - help your team work together!
Good tool for large teams- room for some improvement
Popular Features
- Task Management (24)3.131%
- Team Collaboration (26)3.131%
- Workflow Automation (25)1.111%
- Document Management (22)1.111%
Pricing
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Starting price (does not include set up fee)
- $9 per month
Features
Project Management
Project management software provides capabilities to streamline management of complex projects through task management, team collaboration and workflow automation
- 3.1Task Management(24) Ratings
This includes the ability to plan, track, collaborate and report on tasks.
- 8.6Resource Management(20) Ratings
Resource management is workload planning to maximize resources.
- 8.4Gantt Charts(8) Ratings
Gantt charts are charts that show tasks or events along the y-axis displayed against time along the x-axis.
- 1.1Scheduling(21) Ratings
Scheduling capabilities allow users to set schedules on tasks, and create timelines and milestones.
- 1.1Workflow Automation(25) Ratings
Workflow automation is the ability to route work requests along an approval process automatically.
- 3.1Team Collaboration(26) Ratings
Team collaboration capabilities let team members work directly with each other and provide team updates.
- 2.1Support for Agile Methodology(15) Ratings
Agile is a time boxed, iterative approach to development that builds software incrementally instead of trying to deliver it all at once near the end.
- 9.4Support for Waterfall Methodology(11) Ratings
Waterfall methodology is a tradition development method that is linear and sequential.
- 1.1Document Management(22) Ratings
Document management provides for centralized management of all project documents.
- 8.8Email integration(21) Ratings
Email integration allows work requests to be made directly from email.
- 8.8Mobile Access(21) Ratings
Mobile access is the ability to access the software from a smartphone or tablet.
- 8.2Timesheet Tracking(13) Ratings
Timesheet tracking is the ability to track all billable and non-billable hours for each project.
- 8.4Change request and Case Management(18) Ratings
Change request and change management enables tracking of all customer requests including priority and timeframe.
- 1.1Budget and Expense Management(16) Ratings
Budget and expense management provides the capability to track all expenses by employee or department and link them back to department. It also enables hourly rates to be set.
Professional Services Automation
Features that support professional services organizations
- 1.1Quotes/estimates(9) Ratings
Ability to create, manage and send project fee proposals to customers
- 8.8Invoicing(9) Ratings
Ability to create, manage and send invoices to clients during or after completion of a project
- 8Project & financial reporting(9) Ratings
Ability to analyze project and financial data based on custom criteria to gather insights and improve business performance
- 8.8Integration with accounting software(6) Ratings
Real-time, two-way sync with accounting or financial software to facilitate project and financial reporting
Product Details
- About
- Integrations
- Competitors
- Tech Details
- FAQs
What is Podio?
Podio Integrations
Podio Competitors
Podio Technical Details
Operating Systems | Unspecified |
---|---|
Mobile Application | No |
Frequently Asked Questions
Comparisons
Compare with
Reviews and Ratings
(131)Attribute Ratings
Reviews
(1-25 of 42)A Once Powerful Platform that Has Withered on the Vine
- Customizable apps to fit your specific needs
- Free to explore and use basic features until you grow into more
- Clean interface
- Crippling feature development leaves you wondering if Podio is close to end-of-life
- Severe lack of communication. You HAVE to figure out your own solutions no matter what you pay for the software.
- Inability to get even basic reports across multiple applications.
- Data is siloed in each app. It has relationships but you cannot generate queries based on related apps.
- Downtime. Podio has gone done far too many times for days without any compensation to lost time.
- Very slow page builds. Data seems to be coming from slow datasources and takes a long time to complete rendering.
- Keeping track of hundreds of our client contacts and key information and meeting notes.
- Customizable apps that work with Globiflow to remind us of key deadlines.
- Customizable templates within apps that remind us to log the right information.
- The interface is not pretty. It could use some design upgrades.
- Globiflow is complicated to use and takes a lot of time to set up correctly. The training forums are complicated too.
- Every so often the entire site goes down - comes back without info lost, but downtime is hard during a business day.
- The quality build tool that helped me a lot in the recent two projects, that they had a lot of data in bulk which Citrix [Podio] managed very well and did notify me on every single step so that I did not miss any main deadline.
- Another stand-out feature that I like the most which is its notification and alerts system. The software notifies me of the task progress, tells me about the due date, and alerts me when the task gets overdue.
- This helps me a lot in sharing the real-time progress on the projects to the customers to engage them confidently with the work productivity.
- The main drawback that I faced while starting on the platform that it is not easy to customize according to the needs. There are some rules and restriction on the platform which do not allows having the platform in your own customizable style.
- Secondly, customer support is drastically unprofessional. Recently I got stuck in some features which I wanted to explore. For which I texted their support and they were really unprofessional, did not even listen to the query full, and never respond again which is the biggest drawback.
Workflow Program Review
- Compartmentalized, in a good way. Every option for a project is represented and easy to see.
- Customization: They work with our teams to help develop the tool and customize it to unique processes within our organization.
- @Mentioning makes tagging associated workers with each job a breeze.
- Needs to be mobile friendly.
- Needs to crash less/have fewer issues. It's a regular thing for our teams to experience outages, or for Podio to be needing updates by the provider.
- It has gotten better, but it can be glitchy (a user may input something, only for it to not actually take effect, costing time and money to find where the issue was and potentially miss deadlines). It's understandable that the platform is constantly improving and adjusting to the needs of our agency, and we appreciate that it's not a one size fits all solution. Because of that, we're more prone to be okay with minor outages.
- I can easily collaborate with each other and could insert URLs and videos for throwing better effect on the presentations, in this way I am in the position of better guiding my customers.
- It allows me to do commenting so that being a team we can give suggestions to one another thus, enhancing the work efficiency.
- It is an affordable platform which provide better services in less cost.
- Project sharing is a bit difficult. [Citrix Podio] must introduce some new and advanced features for sharing projects.
- It is also difficult to remove someone from ongoing project.
Solid Software
- Maintains client contact information.
- It's customizable, so I can add apps that I will use and do without things I don't need.
- It's good for keeping track of tasks.
- Each app needs to integrate better with the apps within the platform
Great Organizational Product!
- Super easy to use!
- I love that you can set up a project and individual tasks. Those tasks can be assigned to various team members so there is no confusion over who is responsible for the tasks.
- I love the daily email reminders. Keeps everything right in front of you so you know what deadlines you have for that day.
- Sometimes it's a little hard to tag someone in a response. If I'm commenting on a task and that person is not associated to it, but is associated to the bigger project it would be nice to be able to tag them in a comment if you need to communicate with them in order to accomplish your task.
- It would be GREAT if there was integration with the google calendar.
Podio can fit ANY need your business has!
- Fully customizable!
- Easy to use on variety of devices.
- Data is accessible anywhere.
- It's somewhat complicated to setup out of the gate -- there are so many options.
- Great for a CRM.
- A project management tool.
- Invoice tracking.
- Cost/expense tracking.
- Sales pipeline.
Podio as a new user
- Facilitates communication.
- Organizes projects.
- The user interface feels dated and is not user-friendly.
Podio stands strong in workflows
- Custom forms
- Workflow generation
- Surveys
- Project scoping via forms
- Form signature using right signature
- Additional API integrations
- Project management workflows
- Custom actions for workflows which can be triggered via both push and pull methods
Podio -- flexible and easy for non-profit use
- It's very flexible; you can create whatever you want based on your data structure.
- It's easy for non-tech people to use.
- The integration with Globiflow makes it more than just a database..
- Some of the documentation on calculations could be easier to understand.
- It needs inline editing of records.
Podio for Projects
- Create Ticket Style tasks to work existing items.
- Using flows to follow an item from inception to sale.
- The reporting for Podio is difficult to create and minimal.
- Booking Page connected to the calendar would be nice.
User Friendly App. Customization At Its Best!
- Incredibly easy customization of applications.
- Powerful communication platform.
- Great integration with 3rd party application allowing for additional features in Podio.
- Strong automated task assignments.
- Calendar functionality is very limited to a point that it is a feature we cannot use.
- Printing format of reports could have a better design.
- It would be great if we could hide archived workspaces.
Podio - help your team work together!
- Podio tasks lists are very helpful - employees can keep private task lists or assign their tasks to shared workspaces so their colleagues can pick up on something if they are out sick.
- Workspaces are very flexible and can be set up to include any number of employees or outside partners. You can design your own apps to help get work done, so everything is 100% customizable.
- The chat function and the activity feed in workspaces gives people a place to chat without filling up everyone's email inboxes.
- The calendar function in Podio is its weakest function. It's hard to sync Podio calendars to Outlook calendars, and the personal calendar is difficult to customize.
- There is a definite learning curve with Podio, especially for older employees who didn't grow up with social media.
- You really need a Podio administrator who helps people set up workspaces and apps for the first year. There is a danger in over-using the software, or expecting it to fix other organizational issues.
Good tool for large teams- room for some improvement
- Documents feedback, keeps tasks organized under a particular entity.
- Notifying team members when something is needed (assuming you tag them).
- Support Ticket documentation.
- Unless you setup a set email folder for new Podio notifications, it is easy for some notifications to get lost when you need a team member to know about something.
- Attachment limit size per task- 100MB- a bit too small.
- Seems to be having a lot of downtime lately
Join the Podio Rodeo!
- The phone app works great
- Allows us to communicate inline on a specific project or task
- Easy search functions
- Customizable
- Good product support
- Could be easier to learn how to customize the product
- Offer fee-based support options to help groups like us to customize the software
Improving efficiency with Podio
- Ability to create customized web forms (think Google Forms)
- Ability to push calendar notifications to various email platforms
- Mobile application is extremely helpful for when projects need to be completed on the go
- The calendar is helpful, but it's not customizable yet. It'd be great if there could be color coding options to help with the organization.
Great website
- Descriptive.
- I like the status feature on the main network, because you can share with everyone.
- I like the contacts feature, because it let's me see who's available.
- Providing less e-mails
- Over-all look and feel
- I don't like that it doesn't remember me when I log-in.
Because Podio's structure and navigation are very intuitive (a lot like social media platforms), adoption to Podio by our staff has been relatively easy and has not required too much training or development.
Lastly, using an online work collaboration or project management platform like Podio significantly increases efficiency and reduces the tendency to keep duplicative information in many places. In general, it allows us to store information, documents and updates in one place that everyone can access, review or query. It's a game changer!
- Very easy for people without coding or technical skills to set up and maintain information in "Apps".
- Platform is very easy to learn and adopt--it's intuitive.
- Project management potential is awesome--instead of having to fit your projects into a structure that is industry specific, you can build an app that tracks what you want, in the order you want it.
- Has a "relationship" field that allows you to relate an individual item or record to a record in another app. It effectively gives some of the functionality of a relational database.
- Very useful for information sharing when staff members are in different regions or places.
- Podio has different types of "contacts," including Workspace contacts, and that is a form of hard-wired data that is hard to figure out how to use. You also can't easily import or export contacts.
- For longer term record keeping, it takes some strategic thinking to figure out how to archive, or make dormant, old or outdated information. It can be done in a variety of ways (by manipulating "views," using "category" fields or cloning apps and data to an archive workspace, but it takes some real thought.
Neat Interface
- Neat Interface.
- Unlike other collaboration software, Podio gives you flexibility to customize workflows with ease.
- Multiple spaces.
- Difficult to understand for new users.
- Too many notifications.
Podio is an excellent choice for small and mid sized companies
We are a small company and everyone is using Podio and the Podio iPhone app.
As a CRM it is a good alternative for larger tools like SugarCRM and Salesforce because it is very easy to adjust to changing needs and requirements. What takes months to change in the other CRM's takes days in Podio.
- Can be used for all kinds of business departments (HR, Finance, Development, Sales, etc)
- A big App Market Place with predesigned apps (free)
- Low Cost solution - High Flexibilty - Easy to use
- Podio is an open platform, it isn't difficult to connect with it or to build another interface for it
- Automated workflows must be improved (now there are third party solutions)
- Podio workspaces should have the ability to (co) brand
- Faster data entry possibilities
For less than 5 users you can use Podio for free. That is perfect for selecting a right tool for you. Start building the apps you need, or look for them in the app market. Import demo data and tweak the apps and work spaces until it matches your requirements. If you find it too difficult or you are missing key functionality then Podio isn't the platform for you and your business.
Podio – a surprise on the Cheshire Cat
- If anything has to be tweaked or changed – in Podio you can do that in minutes!
- If you need high security and want the maximum possible transparency of what is shared to whom or who is allowed to see your data – Podio's concept of work spaces is great!
- Easy communication – get in contact with any team member or Podio user: chat, audio or video conferencing is just one click away!
- Work the way you want – in Podio it's easy to structure your data in Apps and to configure workflows that meet your personal needs.
- More filter options for calendars.
- Customizable views for Relation fields.
- Full featured Podio mobile App for iPad.
- A customizable profile status – would love to work with Podio in silent mode (logged in while working, but "not available" for requests when in heavy work mode)
Podio means it when they say “Work The Way You Work”
Allowed to very effectively run a complex business
In its simplest form, Podio is a very advanced web and mobile-based task manager. It allows one to assign tasks to others and be notified when those are complete. Tasks can be referenced to what it calls "apps" (more like modules, easy to modify). Once I learned I could customize and cross-reference these internal apps , I created an app called "Clients", "Deliverables", "Campaigns", and "Content Planner" (A comprehensive content calendar: blog, social, email, etc.). This allowed for project management of all deliverables for clients, from setups to ongoing marketing, bulk upload of deliverables and content calendar, and lots of other good stuff.
Killed email, with its annoying CC's and ReplyAlls
This way of working reduced our internal email to practically zero.
Lets one have a big picture, and also dive deep into details.
Because of the way if works, if set-up correctly, One can have a calendar view of the work being done, or a task view, or table with progress indicators.
A single point for all business info
Podio can substitute your CRM software, project management, have custom modules suited to specific business needs, and integrate with outside SaaS tools.
Did I mention it has great iPhone and Android mobile apps?
- Tool is vastly customizable. They're not kidding when their tag line says: “Work the way you do”
- The mobile apps are top notch. One can even customize how much of the desktop functionality one wants in the mobile app!
- Eliminates the need for internal email. (This alone should be plenty good)
- Expedites communication about big ideas or menial tasks. Makes teams more agile.
- Like a set of old-school Lego, you must know what you want to do with it before digging in. Just creating an account to “give it a try” won't do. This requires planning, and discipline to execute.
- As of the date of the review, some functions, like CRM fall a little short of dedicated SaaS solutions. A lot can be achieved, however, with API and outside extension.
- Again, as of date of review: No built-in task dependencies or Gantt chart functionality.
- Somewhere along the line we lost Google Apps integration, which was a great way to clean the inbox. One used to be able to create a Task from within a message, which in turn would include the body of the email message for reference.
- Calendar integration is convoluted. Global calendar, Workspace calendars. IT gets a little unwieldy to manage.
- Sharing with clients is impractical.
Small companies with a distributed workforce that need structure in their process (as opposed to relying on shared spreadsheets or post-it-notes for process)
Great for any team that has had trouble implementing other, more rigid, project management tools (since they can customize this one)
Less-suited:
For technical reasons, it's not very good if you need or want to include clients in the conversations. One can work around this limitation, but also found out our clients didn't care to see the ghost inside the machine.
Podio Review
- It allows your co-workers to get notifications when a change is made.
- It allows managers to track changes and get updates without meeting in person.
- It's great for cross-departmental communication and approval processes.
- It would be great it they could generate emails based off the information entered in specific fields (for example: we book our travel in this app and I would like an email with all of the information rather than going in and looking it up each time).
- It would be more helpful if there was a better way to connect vendors with contracts ( like the way Salesforce does).
- It's not super convenient for our accounting department when it comes to overall budgets.
Gave it a try.
- Easy to use.
- Pricing reasonable - free for us.
- Easy access.
- Adding 'one more thing' to check proved the downfall.
- Interface with google docs wasn't smooth.