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Podio consolidates lead tracking, customer relationship management, and sales team organization into one platform.

Podio for CRM

Podio consolidates lead tracking, customer relationship management, and sales team organization into one platform.

Collaborate better to close more deals

Podio prioritizes collaboration and sharing to enhance data quality ensuring your team has access to the latest information about leads and customers.

Manage the complete customer journey with Podio.

Use Podio’s integrated webforms to capture contact information. Organize and track who’s responsible for each lead. Create your deal pipeline and sales reports. No more jumping between disconnected tools.

Just the features you need - nothing more.

Podio is completely customizable to alight with your sales process. You define the information you need to record and track – so your sales team isn't bogged down with irrelevant features and complications.

Using Podio for CRM

Emma, a sales team leader, introduced Podio at her advertising agency – let’s call it Acme Inc.. Until recently, sales reps would find leads left neglected and account managers were spending their time chasing updates on the status on deals. Here is how Emma found a better way to structure their information and communications.

Companies

This app records the contact details of all the individuals at the companies Acme Inc. is selling to – both opportunities and existing clients. It also clearly indicates to sales reps and account managers who’s in charge of the relationship with the company and when they were last contacted.

Deals

This app records the contact details of all the individuals at the companies Acme Inc. is selling to – both opportunities and existing clients. It also clearly indicates to sales reps and account managers who’s in charge of the relationship with the company and when they were last contacted.

Materials

Here is a look at how Emma and her team use Podio on a daily basis to structure their work – helping them close deals faster and keep their clients happy

Podio in action

Templates

Make your own template and confidently store all the necessary bits of information your team needs.

Files

You can add files to almost anything in Podio, conveniently integrating with services like Google Drive and Dropbox. It makes it easy for Jenny to e.g. add the project brief as a PDF to the project.

Relations

Every project references a client, so it’s easy for Jenny to look up previous communications and outcomes related to her current client.

Workspace


Jenny uses the workspace dashboard to get a quick overview of how her team is doing. It shows the latest updates, the work currently in progress and highlights overdue work.

Comments

She can jump straight into one of the overdue deliverables and post a comment to ask what’s holding back completion. It turns out the owner is sick.

Tasks

Asking another team member to help out is simple: Jenny can assign a task to her colleague James, right on the overdue deliverable so he knows what the task is related to.

Mobile App

On the mobile app, James will be notified about his new task immediately. The deliverable in question is connected to it so that Jenny will be notified automatically and can see on the deliverable when he completes the task.

Chat


Using built-in chat, Jenny can send her colleague a ‘get well soon’ message, or start a group conversation that includes the entire team.

Meetings


A meeting is so much more than just a location and a date. The team use it prepare and discuss the agenda beforehand and to record next steps when it’s over, all in one well-documented place.

Filtering

During the meeting they discuss each team member’s progress by filtering the deliverables by owner in the Deliverables App.

Documenting

When the project is done, all the work and communication stays neatly documented for future reference. With unlimited storage, they will never run out of space.

Uhuru Design

"Because of Podio I see the process, I see them talking about it, I see them asking questions if they need to know something from me about what’s going on in the shop."

This Brooklyn based, multi-disciplinary design firm, created a unified workflow – from sales, to design and manufacturing.

Get started on Podio

See first-hand how Podio’s intranet software can transform how your business works together.