Podio

Customer Relationship Guide

Podio
Customer Relationship Integration

Podio is a project management and social collaboration tool that allows businesses to create custom applications to best meet unique business requirements without the need for technical skills or development resources.

https://podio.com


What are the advantages of Podio?

Podio App Market grants users access to hundreds of free apps, pre-built by Podio users to satisfy a range of industry-specific requirements and project management functions, such as task management, project portfolio management and issue management. There are also apps for functions such as customer relationship management (CRM) and applicant tracking.

Is Podio for small businesses?

Podio's app-building capabilities make it a good fit for smaller organizations that require a high degree of customization—particularly those looking to manage multiple business processes within a single system.

Keeping the CRM application safe and up to date

On a cloud platform, back-ups and software updates become a thing of the past. You’re always logged in to the most up-to-date version of the software, with all the latest functions, tax rates and necessary returns. Also, your work is saved automatically as you go, so you save both time and money on tedious back-up procedures.

Why is it more efficient or sustainable?

With an online CRM system, you can significantly reduce your reliance on paperwork. Invoices can be emailed out and shared through storage platforms directly to clients, removing the costs of printing and postage – and speeding up the payment process. Incoming bills and receipts can be scanned and saved directly onto the storage platform with the associated transactions in your CRM software.

Backup your customer data easily

Because your documents are all digitised and stored in the cloud, there is no need to keep customer data or store the customer related files on your computer. This helps in backing up your data safely, where you will be able to retrieve it from anywhere and at any time.

Is it easy to work as a team with a CRM cloud solution?

Working with colleagues, and sharing data with your advisers, is an extremely straightforward process when you are based in the cloud. Using the old desktop approach, you have limited access to your accounts, which makes collaboration with colleagues and advisers difficult. With a SaaS or online software solution, you, your colleagues, your management team and your advisers can all access the same data instantly, from any geographical location.


Available Podio Integrations

62 integrations with Podio
Please note, the platform is still in beta and not all integrations are available yet. Please contact us for the full list of integrations available for an app.
Podio Sellsy

Podio + Sellsy

Manage your Podio projects by integrating it with Sellsy to manage your accounting more easily.
Podio Teamleader

Podio + Teamleader

Manage your Podio projects by integrating it with Teamleader to manage your accounting more easily.
Podio Sinao

Podio + Sinao

Manage your Podio projects by integrating it with Sinao to manage your accounting more easily.
Podio Idylis

Podio + Idylis

Manage your Podio projects by integrating Idylis to better track your sales.
Podio Evoliz

Podio + Evoliz

Manage your Podio projects by integrating it with Evoliz to manage your accounting more easily.
Podio iTool

Podio + iTool

Manage your Podio projects by integrating with iTool to manage accounting more easily.
Podio Netsuite

Podio + Netsuite

Manage your Podio projects by integrating Netsuite to better manage your e-commerce data.
Podio ERPNext

Podio + ERPNext

Manage your Podio projects by integrating ERPNext to better track your sales marketing.
Podio Odoo

Podio + Odoo

Manage your Podio projects by integrating Odoo to better manage your business.
Podio Divalto Infinity

Podio + Divalto Infinity

Manage your Podio projects by integrating Divalto Infinity to better track your sales.
Podio Axelor

Podio + Axelor

Manage your Podio projects by integrating Axelor to better manage your marketing and sales.
Podio SAP ERP

Podio + SAP ERP

Manage your Podio projects by integrating SAP ERP to better manage your marketing and sales.
Podio Abas ERP

Podio + Abas ERP

Manage your Podio projects by integrating Abas ERP to better manage your sales.
Podio Akuiteo

Podio + Akuiteo

Manage your Podio projects by integrating Akuiteo to better manage your business.
Podio Gestimum

Podio + Gestimum

Manage your Podio projects by integrating Gestimum to better manage your business sales.
Podio

Synchronise Podio

Start your Podio integration in no time.
No technical knowledge is required.

Pricing Get Started
Application Reference Transfer Updated
Prestashop

Prestashop

New Order
#7546872 Pending 24/07/2021 23:50
11 seconds ago
Prestashop

Prestashop

New Order
#7546871 Successful 24/07/2021 23:48
2 minutes ago
Podio

Podio

New Customer
#USR77413 Successful 24/07/2021 23:46
4 minutes ago
Prestashop

Prestashop

New Order
#7546870 Successful 24/07/2021 23:36
14 minutes ago
Podio

Podio

Stock Update
#ZBD-30XL Successful 23/07/2021 19:11
1 day ago

⚡ Connect Your Data Applications now