Improve your sales productivity with a lead management and CRM tool tailored to your accounting business. Combined with real-time communication and task management in one place – Podio is the first CRM your team will love to use.

Precisely the features you need.
Most CRM tools weigh you down with too many generic features you don’t need. Every aspect of Podio can be customized by you, in minutes – enabling you to track leads, deals and customer relationships your way.

Powerful integrations for a full suite.
Contracts and client documents stored in Podio can be easily signed using the RightSignature integration. Along with all other leading cloud file storage services, ShareFile also works seamlessly with Podio.

Collaborate better to close more deals.
Podio puts the focus on collaborating and sharing to improve data quality and making sure your team is always armed with up to date information about your leads and customers, whether in the office or on the go.

"We are an actively growing firm. Over the last 10 years we have developed our management process, however in the last two years Podio has revolutionized how we manage that process. The customization and the collaboration that Podio offers has made us a better company."

Bobby Livesay

The Livesay Group