Podio

Pros

Podio is this fantastic gem that you don't see in other project management, task management or workflow management systems. It's quite literally limitless. You can create unique systems and flows for your own needs without a ton of tech-knowledge (but you certainly need some). It's a really neat way to create the EXACT workflow and data management pieces that you're looking for.

Cons

Podio is not simple to set up or implement. It takes time, planning and a decent amount of tech understanding. You don't need to know how to program, but it's certainly not for the faint of heart with the setup. However once you get it - it's very cool. I honestly don't have too much more that's negative to say about it.

Pros

Customising apps, creating workflow, and implementation roll out are all easy and user friendly. Our team have quickly familiarised the user interface and functionalities.

Cons

Limited native integrations. You will need Zapier account to integrate with other apps such as Time Tracker, Xero, Pandadoc, or Google Spreadsheet.

Pros

It does help find and keep track of all our date

Cons

Connecting the third party apps and you have to pay someone for support

Alternatives Considered

Reasons for Switching to Podio

Pros

The ability to customize Podio in order for it to help scale your business is what I like most about Podio. All of the latest integrations are keeping Podio at the top of the list for CRMs.

Cons

There are very few times it occurs, but when the site/status goes down during the middle of the work day it can wreck havoc on a business that relies on it heavily. Over the last 6 years I have only had it affect me 3-4 times.

Pros

I really liked how Podio integrated with Google Drive and Dropbox. it made it super easy to share files. I think it's one of the more intuitive platforms for users.

Cons

It's NOT that intuitive for those setting up the tasks and workflows. It may take them awhile to get things working the way you want, and if you only have one person managing the team, and they leave, you may be in dire straits if you need to make changes. I also thought Podio became more expensive quickly. the basic version is affordable but every additional feature costs more and then you are paying A LOT. And considering all the time for set-up, you may be hesitant to leave. I needed a better tracking and reporting system than what I could get from Podio, and price was getting high, so I switched