Podio CRM is a cloud-based collaboration space that is intended to serve as an all-in-one project management solution. It assists organizations in consolidating material into a single location, streamlining team communication, and providing a virtual workplace for all business initiatives.
Podio is made up of apps, which are distinct tools that let teams plan projects and track their progress.
Users may develop applications for projects, campaigns, leads, deliverables, content calendars, and much more within the platform. Creating and personalizing applications is as simple as dragging and dropping from a variety of field kinds such as text, relationship, link, progress, and more.
Setting Up Podio CRM
Visit Podio CRM
Podio is accessible via any web browser. There are also Android and iPhone applications for those who need to stay up to date on what’s going on at work while they’re on the road.
You may sign up for Podio using your work email address and password, or you can use Microsoft, Google, or Sharefile to log in. The site also requests further information, such as your organization’s name, size, and kind of company.
Workspaces are created by the individual who establishes the account or any administrator. You may have a Workspace for HR, Legal, Finance, Sales, and other teams or departments in your business, for example. You may also create Workspaces for projects, clients, or anything else that makes sense for your company. When you begin inviting individuals to join the account, you add them to the Workspaces that are suitable for their job.
When you browse a Workspace, you are sent to a type of dashboard for it, with tiles displaying various kinds of information. If you’re in the HR Workspace, for example, you might want to see a list of all tasks allocated to the HR team, as well as a summary of what’s coming up on the calendar and a list of recent comments. You can rearrange the tiles or remove those you don’t want.
When you ask someone to join a Workspace, you must assign them a position in that Workspace, which might be Workspace admin, Regular member, or Light member if you have a Plus or Premium membership. Light members are unable to modify, add, or remove applications, or invite other users to the Workspace.
Every Workspace begins with the appearance of a very basic social network. You may publish a message to a public feed, upload a file, share a link, create a short poll, and leave comments on other people’s postings. People may communicate with each other directly and see the profiles of others in their Workspace to see their title, contact information, and so on.
Everything detailed thus far is already in your account, which isn’t much. From there, you may add any applications you want by selecting them from the Apps Market or creating your own. Apps downloaded from the Market may also be customized and changed. The applications are what truly distinguishes the service as a full-fledged office hub.
Podio CRM Features
Premade applications are widely available. They are categorized inside the Market by the type of business: Business Development, Community Management, IT Management, Marketing, PR and Communication, Sales and CRM, Software Development, and many others. When you choose one of these business sectors, Podio displays not only related applications but also groupings of apps that you may install to make the process of getting started easier. For example, the first suggested app pack under Events Management includes applications such as Participants, Venues, Suppliers, Speakers, Events, and Guest List. Another highlighted software set is dedicated to conference management.
The apps themselves are quite adaptive. You can virtually think of each readymade app as a template that you may use as-is or modify to suit your needs. It is incredibly simple to make modifications to applications. When you click to install an app, Podio provides WYSIWYG tools for adding, deleting or rearranging all of its components. You are not required to know how to code. It’s quite straightforward.
If you can’t find what you’re looking for, you can always create your own using the tools provided by Podio. You’ll be given templates and fields to drag and drop into position. Developers may use the Podio API to create custom integrations.
The flexibility and adaptability of Podio make it an excellent tool for organizations that want to be able to pick and choose or develop the features they want in an online workplace center. It’s also surprisingly simple to use, given all of the customization options. Everything from project management to in-office conversation to employee appreciation and reward is supported by Podio. It’s not quite ready out of the box, but companies wanting to consolidate their work management and communication into a single non-email solution might benefit from Podio CRM.