Podio

Avantages

Cette plateforme est un outil efficace, bien organisé pour gérer le travail d'équipe tout-en-un. Il facilite la communication entre les membres de l'équipe, permet de suivre le déroulement des projets, de bien organiser les tâches en fonction du temps,...

Inconvénients

Avec mon équipe, nous avons pas encore eu de soucis avec Podio pour le moment.

Avantages

Budgétisation, suivi des dépenses et du temps, interface multi-utilisateur, facilité d'utilisation, le chat Podio qui me permet d'envoyer des messages instantanés

Inconvénients

Bien que Podio offre une interface multi-utilisateur, elle n'est pas facile à prendre en main

Avantages

Podio est un outil de planification qu’on permet aux entreprises de gérer les clients facilement. Il aide aussi pour l’envoi des messages instantanés.

Inconvénients

concernant sa fonctionnalité elle décorne des fois et le système devient lent

Avantages

Pas besoin d'être un professionnel pour utiliser ce logiciel. J'apprécie surtout sa facilité et la possibilité de personnaliser l'interface et les paramètres.

Inconvénients

Dommage que l'on ne puisse pas l'utiliser sur Smartphone. Un manque d'accessibilité qui complique un peu la mobilité quand on est pro.

Avantages

Plusieurs fonctions et personnalisations possibles, notamment grâce aux workflows de Globiflow.
Facile à utiliser pour ceux qui aiment les technologies, sans être toutefois des pros.
Simple à comprendre pour susciter des interactions et des réactions (système de mentions J'AIME et de commentaires).

Inconvénients

Les tâches ne sont pas accessibles dans la version mobile pour Android.
Toutes les fonctions ne sont pas disponibles sur version mobile.
Pourrait y avoir un système d'épinglage de publications.
Version supérieure incluant Globiflow coûte cher par licence utilisateur.
Pourraient y avoir plus de tutoriels pour apprendre à configurer des automatisations sur Globiflow.

Avantages

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.

Inconvénients

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.

Avantages

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

Inconvénients

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

Avantages

Modular app kit (as forms) is a good solution, to build your own formulars.

Inconvénients

Customer Support is catastrophic since Podio is Progress.com.

Avantages

It does help find and keep track of all our date

Inconvénients

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

Alternatives envisagées 

Pourquoi passer à Podio

Avantages

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.

Inconvénients

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.

Avantages

It's good for working with databases and relations among them. We used to have our complete ERP built in Podio.

Inconvénients

- Podio used to be a good alternative when workspaces were customizable and external users could interact with the platform easily. However, this changed unilaterally and without notice, rendering most applications useless.
- Compared to platforms like Notion, Podio's system and infrastructure are perceived as outdated and difficult to configure.
- The customer service is poor, with delayed responses and a lack of empathy towards the customers.
- It is more expensive than more powerful and customizable platforms.

Avantages

It's fairly easy to use and does have a lot of the key features you would need from a CRM

Inconvénients

Integrating with other products and systems isn't particularly easy or possible at all in some cases

Avantages

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.

Inconvénients

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

Avantages

It's ease of use and the user interface of the platform.

Inconvénients

The price per seat and the increase. It was good being cheaper

Avantages

Its user-friendly design makes it easy for teams to navigate, even without extensive training.

Inconvénients

While Podio supports many integrations, setting them up can be complex, especially for non-technical users.

Avantages

Having used podio for over 8 years (!) As CRM and also as means of sharing tasks with certain staff it is perfect. I can setup projects, import excel, csv and track one-off jobs or larger contracts, sharing with workforce.

Inconvénients

Not much negative to say. We tried some features but overcomplicated our own ways of working. It does what we want it to anc now rely on it.

Avantages

very userfriendly and easy to follow the progress of other team members

Inconvénients

not easy to customize so external assistance was always needed

Avantages

I like the ability to upload as many docs as needed for the project/customer. All departments (in my workplace) can view what is going on with the project. It keeps the project organized and allows as many details as needed.

Inconvénients

Podio to me, isn't user friendly. It took quite some time to learn the quirks and how to maneuver through the different pages for the project. Definitely could use some enhancements.

Avantages

It can do anything! There are pre-developed apps and packages of apps that you can add to your workspace to get started quickly. Those modules can be modified to meet your needs. OR, you can create your own apps to serve your own purposes. I've created my own apps for a variety of workspaces and have found it can do almost anything! So far we've used it for lead development, website development/QA, order tracking, and customer feedback handling. Love that we can assigne and schedule tasks for any user in the workspace. We're a small team, so the free version has been able to meet our needs as well.

Inconvénients

It can be time consuming to figure out how build your own applications. The pre-built apps are great to start with, but then you have to visualize how to modify them to meet you unique needs. Not bad, just a learning curve. Also, the per user per month expenses can add up quickly if you need the more advanced features.

Avantages

What I like most about Podio is the organization of project management. It helps to keep track of current information, copying emails directly to Podio, tagging team members, and organizing the project with information that is useful in my business. It has been such a great management tool for our small business and relaying information that is easily searchable when the project information is needed quickly!

Inconvénients

What I like least about this software is that is can get confusing in the beginning and overwhelming of features. It does take some time to understand the functions of Podio and all that it can do. Once learned it is user friendly, but it is hard to get started!

Avantages

Citrix Podio is a complete solution for carrying out the execution of the projects. It assists us from the beginning of the project planning till its end closing. We have boosted up our sales funnels and our pipeline never gets empty. This is because we are capable of delivering the quality content to our clients with the help of this tool, that allow us to add images in the project and provide us true guideline in managing our content.

Inconvénients

I have felt a gap in its email feature which is not as effective as other market tools. Also for me its price is not so effective no doubt it balance its amazing features but still for those business who really need a back end for support might finds it costly.

Avantages

Podio is designed for project managers, but we used it as our CRM - which shows how flexible it is.

It worked well, the UI is nice, the workflows save you a lot of time and you can link up items well for automation (e.g. if you close a deal, mark the associated company item as 'customer').

The reporting worked quite well too. You can pull data into reports and create nice dashboards. And you can export to Excel.

Inconvénients

Citrix aren't investing in Podio - it looks the same as when we started using it years ago. It's also increasingly unreliable - there have been numerous all-day outages in 2018. This is frustrating when you depend on Podio to run your business.

We have since moved onto a different CRM software because of these issues.

Avantages

I am not a developer or tech boffin. And you do not have to be when you are using Podio. It is so simple yet powerful that I don't understand why every company out there aren't using it. I use it for numerous functions in my business: workflow, registration, contacts, fun, events, etc.
I like how easy it is to learn and use. I really like how fast I can build, update and change my own workspaces and apps. I use the web-form functionality all the time and it looks very professional.

Inconvénients

Is it a Podio or a user problem...? but it often happens that I will add a person a workspace and then they can't access it? And I haven't found the answer in the online help function.

Avantages

There are many apps like this. But this is unbeatable since many years. mobile app version is excellent. Podio is ease to use with fully customizable. Podio makes easy to planning with detail way.

Inconvénients

Everything is good. I and my team is fully satisfied with this solution. Sometimes We fetch some issue in file sharing.

Avantages

The cloud-based application lets the organizations to communicate within the company or with another company for their requirements. It has helped us to collaboratively work using a single platform by sharing data such as business processes and project management reports, and through real time communication. Delegating and tracking the tasks has never been so easy! Using this software has improved our productivity and time management. We could build and maintain good relationships with the customer. The best thing about this software is that, it had given us the ability to control who can access the workspace environment, thus adding to the security feature. Since the files can be shared in one common place, multiple email threads and redundancy could be avoided.

Inconvénients

This utility does not provide phone support, which is a huge drawback. The users are expected to always work from their desktop computer environment. The developers of this application are not always ready to change the application features of the tool. The option of printing out the shared pdf, directly, is not present in the current version of the application. The user interface of this application also needs to be updated, as some find it cumbersome to use. If you are checking out for some automation in workflows, you would be disappointed as there are none!