Podio App Market

Simple Sales Tracking

The easy way to keep track of customer database, products, and sales.

Build and maintain your customer database with the Customers app, and track which sales agent is responsible for which customers. Record your sales in the Sales app, and keep track of your sales pipeline. Use the Products app to keep track of the products you're selling and new ones to come.

Created by

Podio App Team

52 packs in App Market.

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  1. Rating:
  2. Business Function: Sales & CRM
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Screenshots

Apps in this pack

  1. Customers

    Build and maintain your customer database with this app.
    More info

  2. Sales

    Track your sales in this app and keep track your progress and top sales agents.
    More info

  3. Products

    Keep track of your product portfolio with this app. Add campaign photos, price, and a description.
    More info

  4. Sales Meetings

    Organize sales meetings here, and view those held previously.
    More info

Additional features with this pack

  • Tiles

    Pre-created tiles give an overview of your app's data

  • Filters

    Recommended filters to browse app data

  • Votings

    Have team members vote on items

Thomas Bybee

Can I organize customers by project?

Sara Høeg Højlund-Rasmussen

Hey Thomas! Yes, if you have an app to manage projects you can link your projects to a customer (or the other way around) via the relationship field: https://help.podio.com/hc/en-us/articles/201019288-Relationships

You can then create reports and overview by project.

Here's how you create filter and reports:
https://help.podio.com/hc/en-us/articles/201019638-Filters-and-reports
http://blog.podio.com/2013/01/16/views-reports/