Podio Reviews

“flexible APIs and workspaces

Pros

Podio is flexible when it comes to integrating APIs and setting up workflows without too much hassle. I also really like how simple it is to create new workspaces whenever needed.

Cons

One thing that bothers me is how difficult it is to build automated follow-ups and some apps still don't integrate properly within the CRM.

“Good fit for us!

Pros

It has been a really good fit for our small startup especially when it comes to building out the data structure and workflow automations we need for our niche business.

Cons

At first it can be a little slow opening new tables at the start of the day. But once it gets going productivity stays high.

“feature set is vast and useful

Pros

This software is the best because the feature set is flexible enough to grow with different team needs. The interface is also user friendly so managing tasks and workflows doesn't take much effort. Collaboration also works really well thanks to shared workspaces organized file handling and real time updates that keep everyone aligned. Support has been dependable too whenever needed and even though there are small bugs now and then, the platform still feels efficient and pleasant to use overall.

Cons

It can be a bit slow especially in larger workspaces or when using many embedded apps. The mobile version is also more limited than the desktop experience. And the customization options are powerful but they take time to learn. Notifications can get overwhelming too and occasional glitches or delayed updates can interrupt work.

“collaboration that keeps us organized

Pros

Working with Podio is not a problem as it helps keep everything organized in one place. Also the add-ons continue to grow which makes the platform even more useful over time. My husband ends up using the system much more than I do and it has been valuable for him.

Cons

Hearing back from their team feels like wishful thinking even when you send emails. My assistant has still been waiting to get onboarded after reaching out and nothing has been resolved yet.

“highly customizable workflow powerhouse

Pros

Podio gives us a lot of freedom to shape workflows, apps and processes around the way our business actually runs instead of making us adapt to a fixed system. Plus being able to create custom apps, automate tasks, control permissions and connect with third-party tools makes it a really powerful choice for CRM and day to day operations management.

Cons

There is a learning curve especially for users without a technical background. As advanced automation and integrations often require outside tools or extra technical knowledge. The built-in reporting and interface could also use improvement and the system can feel slow when handling very large datasets.

“powerful task tracking and support

Pros

The support has been tremendous. Everyone on their team seems to know every little detail of the platform. Overall I would say it has been an excellent way to keep track of tasks and it has become my go-to CRM.

Cons

Since it isn't really known as a CRM I sometimes feel like I am using shortcuts and probably not getting the full value from all the features and benefits it offers.

“Promising AI time saver

Pros

Podio is shaping up really well for the future and I'm excited about where it's headed. Plus adding AI should make things much more efficient and help save time in the long run.

Cons

The part I like least is that AI can feel a bit overwhelming or confusing at the beginning especially when a lot of new information is introduced all at once.

“clear team collaboration hub

Pros

It offers a simple, transparent and accountable way to share information across teams while managing projects, customers and suppliers in one place.

Cons

One downside is that every employee needs the same type of account even if they do not need access to modify models or build automations.

“great app building value

Pros

Platform's flexibility are the biggest positives for me. And being able to build my own apps is a huge advantage and I really like how customizable it is. It is also great that the pricing is affordable for what you get.

Cons

It has changed ownership several times and there still haven't been many improvements to the dashboards. I also do not have the technical skills to create the more advanced setups or make ProcFu look as polished as I'd like.

“Highly flexible tool

Pros

Podio really stands out for how customizable and flexible it is. Plsu it handles task management well, works nicely with Google Drive and makes team collaboration and coordination much better.

Cons

A few automations especially buttons could be more easy to set up and some customization options like different item layouts could be simpler too.

“Easy to set as per our needs

Pros

It really stands out for its collaboration features and how much you can customize it to fit the way your team works. Also it does not take long to get the hang of either so learning it on your own is very doable. And in a lot of ways it feels like Facebook built for business use.

Cons

The reporting side can be difficult to work with and a bit confusing to run. I am also not a fan of the option to disable commenting in certain parts of Podio.

“swift capabilities

Pros

The software has a lot of depth in the features we use and it handles everything we throw at it very quickly. It is also highly compatible with the different tools and setups we work with.

Cons

Overall it's been very good but I have been having trouble with the 200 file limit when handling documents. That might just be me missing something but it's still been a challenge.

“good for workflows and collaboration

Pros

Getting around Podio has not been a problem and it did not take long to get comfortable with the different workflows. Task management is also easy to handle and offers a lot of flexibility when moving through projects. The collaboration features are really useful too because they make it easier for the team to stay aligned and manage tasks together. I cannot really speak about pricing since I am on the IT side and I haven't needed to contact support because there have not been any issues so far.

Cons

Only limitation is that there are only a few automation options available. Also some of the apps we use still don't integrate directly with it so we've had to rely on Zapier to make those connections work.

“responsive support every time

Pros

One of the best parts of using Podio has been the customer support. As our rep Jacquelyn is incredibly responsive, always available when we need help and very quick to solve any issues that come up.

Cons

The biggest thing missing is stronger reporting functionality. As it would be really helpful if it offered better reporting tools along with improved printing options.

“very customizable software

Pros

What makes Podio such a practical tool for me is that using it has been really easy and the level of customization is one of the best parts. I also really like that calls and the latest comments linked to my email show up automatically which helps me stay on top of things.

Cons

I feel like the alert system and reminders could be more automated. At the same time some of the limitation seems to be on my side since I still feel like I could probably do more with the app than I currently know how to.

“workflow-driven team hub

Pros

The reason it has become central to how our team works is that using it has not been a issue. It keeps our work centralized, the built-in workflows are something I really love and it adapts well to what we need while improving collaboration across the team.

Cons

Nothing major but I would still like to see more improvements added over time. Also it seems like the platform may be shifting to a more internal focused approach going forward.

“excellent task consolidation value

Pros

Overall it has been simple to use and the way it brings everything together works really well. Also task management is clearly laid out and easy to follow. It even feels like very good value for the money.

Cons

The only downside for me is that there are occasional small bugs and issues and sometimes they can interrupt ongoing tasks in Podio.

“centralized teamwork that clicks

Pros

Our team and our clients can stay in sync without any friction which makes communication really smooth. Also it keeps all of our documentation in one central place so tracking down what we need is not an issue too.

Cons

A thing that can be a little frustrating is finding tickets I was actively working on after I close the tab. Sometimes it takes extra digging and a bit more effort than it should.

“Great apps for our workflow

Pros

Everything about it is good as I'd rather build apps that match each stage of our workflow so work, notes and files all stay together instead of being spread across separate tools.

Cons

The part I don't enjoy is how time consuming the setup can be and occasional bugs make me double check that my updates were actually saved.

“platform that offers real value

Pros

It offers impressive flexibility and strong platform capabilities which makes it feel like excellent value for the money. Plus it brings data and workflows together in one place making it much easier to keep everything unified and organized.

Cons

Setup and configuration can take some time but using templates and working with partners can speed up the process and help make sure the customization fits your business needs properly.

“Always offers standout support

Pros

After using many CRM platforms, it is still one of the most powerful I have worked with. Also it is flexible, easy to use and highly customizable especially for the price. The support team has improved a lot too and the Podio community is active, knowledgeable and helpful. Since every business depends on reminders and task tracking, its built-in task system works really well. Also it makes team communication feel natural, keeps project management organized and handles invoicing or payment issues surprisingly fast.

Cons

There is still some space for it to grow when it comes to adding new features. Two improvements I would especially like to see are a refreshed, more modern mobile app and the option to assign user roles at both the app and field level.

“It is a custom workspace powerhouse

Pros

Podio gives you total freedom to create custom workspaces and apps whenever you need them. The Advanced Workflow Automation included in the Premium plan takes that flexibility to another level and really expands what the platform can do. And with its drag and drop setup, it stands out as one of the most adaptable and capable tools out there. I mean it was doing serious no code work long before no code became a popular term.

Cons

New features roll out very slowly. Also there are not many built-in integrations with third party tools so you often have to rely on connectors like Zapier through the API. And since there are very few limits on what you can build, getting started can feel a bit overwhelming at first. But once you start thinking in terms of a relational database, everything begins to click.

“Ideal tool for scaling

Pros

Running several businesses in different industries used to be much harder but Podio has completely changed that for me. It covers everything I need in one place such as CRM, project management, task tracking, document storage and team collaboration without feeling limiting. Also the level of customization is unmatched because I can create apps and workflows that match how I actually work instead of changing my process to fit the software. I have used Salesforce and other platforms before and it stands out as more flexible, easier to use and much more affordable. Overall it is powerful enough to handle complex operations yet simple enough that my team picked it up quickly. The integrations, automation options and overall adaptability feel almost limitless. So if you need a platform that can grow with your business, keep things organized and make communication more efficient, it has been the best option I have found.

Cons

There was a period when the platform seemed a little slow to roll out meaningful improvements and customer support used to take longer than I wanted when issues came up. Since the change in ownership though both areas seem to be moving in a much better direction.

“This is our digital backbone

Pros

It gave my team a low-code platform that lets us redesign and organize the business exactly how we want. It goes far beyond being just a CRM or project management tool. For us it has become the digital backbone of the company. This is where many of our small to mid sized business processes live where we build structure, automate workflows and get support from several AI-powered processes.

Cons

At first it is not very easy to grasp everything it is capable of. So I would say there is definitely a steep learning curve in the beginning but once the core concepts click, it really opens up and becomes a space where my team can use creativity to solve problems and build real value.

“Overall a user friendly tool

Pros

One of the best things about Podio is how flexible it is. As it is easy to use, works really well for team collaboration and lets us tailor workflows to match exactly how we operate. The API is also a big plus since it makes connecting with external integrations very effective.

Cons

There really is not anything major to complain about at this point since the platform fits both our needs and our clients needs very well. But if I had to point out something, the interface could look a bit more modern but it performs reliably and doesn't get in the way of functionality.

“A CRM that fits anything

Pros

It is highly customizable when it comes to setting up and running a CRM. Plus if you need a specific layout or feature, there's a good chance it can handle it.

Cons

Building apps inside it does take some time to learn at first but once you understand how it works, the process becomes much more manageable.

“Works the best for us!

Pros

Podio really stands out for how flexible it is. We can shape the platform around our specific business needs and processes. We have built workflows and set up communication across departments in a way that keeps everyone aligned and makes our team much more efficient and effective.

Cons

One area that still feels limited is the calendar. So I'd love to see a more dynamic calendar built into it that we could rely on more fully within the platform.

“customizable hub for everything

Pros

It is is completely customizable which makes it the backbone of my tech stack. Plus the open API on the back end lets me pull in data from other tools like ShareFile, QuickBooks, RightSignature and Slack. Overall it acts as the central hub for my entire tech stack.

Cons

One frustrating part is that it still does not have native integrations for some former Citrix products especially ShareFile and RightSignature. So you have to create workarounds and use Zaps to make them communicate which feels ridiculous since the same company once owned tools that should work well together. Also it seems like the platform needs more attention and investment from the new owners. Even so, I have not found another customizable CRM at this price that can support running my entire tax and accounting practice. Occasionally it goes offline or gets slow so it really feels like the system just needs better upkeep and more support.

“perfect fit for agencies

Pros

If you are running an agency or need a platform that truly delivers, here is my experience! This tool worked really well for me and I ended up recommending it to a lot of other people. In short it is a really strong option for agencies and for companies that actually need what it offers.

Cons

It is a bit pricey compared with some competing tools, at least in my situation. That said it really depends on your specific use case.

“useful features but weak backups

Pros

What surprised me is that it comes with quite a few helpful features right out of the box, including maps and basic data validation tools.

Cons

The backup options are lacking. The third party solutions I came across didn't feel very reliable too and they also weren't automated.

“support has become disastrous

Pros

The modular app kit especially in the form of customizable forms, is the best option for building your own forms.

Cons

Since it became part of Progress.com, the customer support has been absolutely catastrophic.

“Love the integration options

Pros

Podio is highly customizable while still staying easy to use which makes teamwork and collaboration really effective. The integration options are strong too and the automation features add a lot of value to daily workflows.

Cons

It does not offer some of the more advanced capabilities you might get from competing platforms and performance can start to lag when there are too many customizations in place.

“Like the user friendly interface

Pros

Using it is not a problem and the platform's interface is clean and user-friendly.

Cons

The per seat pricing and the recent increase are disappointing. I mean it was better when it was more affordable.

“useful CRM features

Pros

It is fairly easy to use and includes many of the core features you'd expect from a CRM.

Cons

Connecting it with other products and systems can be difficult and in some situations it's not possible at all.

“helpful for tracking data

Pros

Podio has been useful for finding information and keeping all our data organized and easy to follow.

Cons

The downside is that linking third party apps can be a hassle and getting support often means having to pay someone for it.

“user-friendly team workspace

Pros

Overall it has a user friendly layout that makes it simple for teams to get around even without a lot of training.

Cons

It works with plenty of integrations but getting them set up can be complicated especially for users who aren't very technical.

“customizable CRM that keeps up

Pros

Podio's biggest strength is how customizable it is which makes it really useful as your business grows and scales. The steady rollout of new integrations also helps keep it near the top of my list when I think about CRM options.

Cons

Though it doesn't happen often but when the site or system goes down in the middle of the workday, it can seriously disrupt a business that depends on it a lot. In the past 6 years I have only run into that problem about 3 or 4 times.

“handy file sharing and easy to use

Pros

The thing I really liked about Podio was how well it connected with Google Drive and Dropbox which made sharing files really convenient. As a user, it felt like one of the more simple platforms to work with.

Cons

Setting up tasks and workflows is a different story as it is not nearly as user friendly for the people handling that side. Plus it can take a long time to get everything configured just right. and if only one person manages the setup and then leaves, you can end up in a tough spot when changes are needed. The pricing also climbed faster than I expected. The basic version starts out affordable but once you add features, the cost adds up quickly and can become very expensive. On top of that after investing so much time in the setup, it makes you reluctant to switch to something else. In my case, I needed stronger tracking and reporting than it could offer and with the price continuing to rise, I decided to move on.

“helpful task queue but tedious task handling

Pros

One feature I really loved was the task queue. As it gave me a clear list of upcoming tasks which made it much easier to check and stay on top of upcoming call-related work.

Cons

Managing individual tasks took more effort than it should have and that part felt a bit difficult.

“Customisable Project Management System which can also be used as a CRM

Pros

Customizing apps, creating workflows and implementing rollouts are all very easy and user-friendly. Our team has quickly become familiar with the user interface and functionalities.

Cons

When it comes to native integrations, there are some limitations. In order to integrate with other apps like Time Tracker, Xero, Pandadoc, or Google Spreadsheet, you'll need a Zapier account.

“A Lot Like Digital Lego

Pros

Podio is truly a remarkable gem that you won't find in any other project management, task management or workflow management systems. It offers multiplte possibilities. You can easily create unique systems and flows tailored to your specific needs, even if you don't a lot of technical knowledge (although some is definitely helpful). It's a fantastic way to design the EXACT workflow and data management components you're seeking.

Cons

Setting up and implementing Podio is not a simple task. It requires time, planning, and a decent level of technical understanding. While you don't need programming knowledge, the setup process may not be suitable for those who prefer an easier approach. However, once you get the hang of it, it's quite impressive. Honestly, I don't have much more negative feedback to provide about it.

“clear and comprehensive task tracking

Pros

Getting started with this task management solution was not a problem and it covers everything I need. It is also simple to implement which made the setup process quick and hassle-free.

Cons

It comes with powerful features and overall it has been an amazing platform to use.

“powerful and reliable workflow

Pros

This task management solution has been simple to work with. Plus it offers brilliant capabilities that have made it a pleasure to use.

Cons

Overall it has been very reliable and easy to manage. I honestly do not have any complaints about Podio.

“reliable tool!

Pros

Podio has been an incredible tool thanks to how reliable it is. Also it is simple to use and consistently dependable.

Cons

The features in it are very effective and honestly it feels flawless.

“outdated system and poor support

Pros

It used to work well for handling databases and the relationships between them. We even had our entire ERP set up in Podio at one point.

Cons

Well it used to be a great option back when workspaces were highly customizable and external users could interact with the platform without much trouble. Then that changed without warning and in a one sided way which made most of our apps practically useless. Compared with tools like Notion, the platform now feels outdated and its system is harder to configure than it should be. Customer support is also disappointing, with slow replies and very little empathy for users. On top of that it costs more than other platforms that are both more powerful and more flexible.