Podio Reviews

“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.