So what is Podio?

People ask us all the time, what exactly is Podio? Is it a CRM? Is it a Project Management Tool? Is it a Marketing Automation platform? Our answer is: Yes, Yes and Yes – and a whole lot more.
Podio is actually an incredibly powerful set of building tools that we use to create 100% bespoke business systems that can work within any area of your business. Through the power of Podio, we can connect every part of your business together, ensuring you have complete end-to-end visibility, productivity and automation.
Podio is also the single best collaboration tool on the market, and brings together your business processes, data and people to create a comprehensive and efficient ecosystem. And even better, it’s backed by the power of Citrix solutions, whose products are used by more than 400,000 organizations and over 100 million users globally.

An Integrated Family

Podio is part of the Citrix SaaS productivity tools alongside ShareFile and RightSignature. This powerful family of products combines to deliver an unrivalled business productivity set.

KEY BENEFITS

Unlimited Storage
using Industry Leading
Secure File Sharing System
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Powerful Relationship Management Tools
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Legally
Binding
E-Signatures
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Customisable Warnings and Problem Elevations
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Advanced Data Visualisation
Dashboards and
Reporting
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Advanced IoT Integration
for External Systems
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Complex & Completely Customisable Advanced Workflow Automation
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Collaborative Environment to Maximise Workforce Efficiency
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HOW DOES PODIO STACK UP AGAINST THE REST?

Take a look at how Podio stacks up against three leading SaaS systems. Before Podio, some of our clients had to use all three (and more) to connect all areas of their business together. Podio does the work of all three systems in one integrated collaborative environment.

Maximum efficiency, maximum power, one cost-effective system: Podio.

Podio

£5000user/month
  • Comprehensive CRM
  • Lead Management
  • Customisable Reports and Dashboards
  • Sales Pipeline Tracking
  • Automated Emails
  • Products, Quotes & Orders
  • Email Management
  • Comprehensive Workflow Management
  • eSignature for Contracts
  • Project Management Integration
  • Unlimited Document Storage
  • Event Management Integration
  • HR Management Integration
  • Support Ticketing System Capability
  • Unlimited External Users for Collaboration
  • Completely Customisable System
  • Comprehensive Task Management System

Salesforce

£120user/month
  • Comprehensive CRM
  • Lead Management
  • Customisable Reports and Dashboards
  • Sales Pipeline Tracking
  • Automated Emails
  • Products, Quotes & Orders
  • Email Management
  • Basic Workflow Management
  • Not Included
  • Not Included
  • Not Included
  • Not Included
  • Not Included
  • Not Included
  • Not Included
  • Basic Customisation
  • Basic Task Management System

Podio

£50user/month
  • Comprehensive Performance Dashboards
  • Customised Roles
  • Advanced CRM
  • Advanced Sales Tracking
  • Advanced Project Management
  • Canned Responses Included
  • Unlimited SLA Configurations
  • Support Ticketing
  • Automated Update Emails
  • Chat Capability
  • Multiple Phone Numbers
  • Customised Reporting

Zendesk

$145user/month
  • Comprehensive Performance Dashboards
  • Customised Roles
  • Basic CRM
  • Not Included
  • Not Included
  • Canned Responses Included
  • Customised SLA Configurations
  • Support Ticketing
  • Automated Support Emails
  • Chat Capability
  • Multiple Phone Numbers
  • Advanced Reporting

Podio

£50user/month
  • Unlimited Users
  • Unlimited Dashboards
  • 100% Customisable
  • Advanced Workflows
  • Project & Task Templates
  • Advanced CRM
  • Advanced Sales Pipeline
  • Private Workspaces
  • Automated Emails
  • Advanced Reporting
  • Automated Client Updates
  • Client Collaboration
  • Email Tracking
  • Unlimited Storage
  • Enterprise Secure File Sharing
  • Automated eSignatures

Premium

$10user/month
  • Unlimited Users
  • Unlimited Dashboards
  • Custom Fields
  • Not Included
  • Not Included
  • Not Included
  • Not Included
  • Private Teams & Projects
  • Not Included
  • Basic Reporting
  • Not Included
  • Client Collaboration
  • Not Included
  • Limited Storage
  • Not Included
  • Not Included

WHAT CAN PODIO BE TO YOUR BUSINESS?

CRM
Project Management
Document Management
Sales Pipeline Management
Client Helpdesk
Sales Reporting Tool
Client Sign-Off Portal

Inbound Marketing Tool
Campaign Manager
Client Communication Manager
Expense Manager
Financial Manager
Staff Vacation Portal
Event Manager

Inventory Manager
Client Collaboration Space
Ordering Management
Logistics Manager
Task Dashboard
Internal Staff Network
Community Hub

To find out how Podio can make a massive impact on your organisation, please arrange your free 60 minute phone call with one of our senior Podio team members.

Arrange Your Call