Podio for CRM

Track leads, manage customer relationships and organize your sales team in one place.

Often CRM tools are incredibly dull, overly complicated, or both. Podio is designed to make tracking your leads and sales as lightweight and easy as possible. Combined with real-time communication and task management in one place – Podio is the first CRM your team will love to use.

Collaborate better to close more deals

Podio puts the focus on collaborating and sharing to improve data quality and make sure your team is always armed with up to date information about your 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 fit your sales process. You define the information you want to record and track – so your sales team isn't slowed 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.


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.


Whenever a sales rep is working on a new deal, it’s entered in this app and linked to the company in the Companies app. The entire process can then be tracked here, with pipelines and reports that update the team with all their vital numbers in real-time.


Presentation templates, case study PDFs, links to videos and more, all live in the Materials app. Content can be categorized between internal and client-facing resources – so Emma’s team can then easily find what they need to help close a deal.

Podio in action

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:

Emma customized the templates of her apps, so she is confident her team can store all the necessary bits of information the team needs.

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You can add files to almost anything in Podio, conveniently integrating with services like ShareFile, Box and Google Drive. It makes it easy for Emma to attach statement of work and contract documents to each deal they record.

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Every deal is related to a company, so Emma and her team can quickly look up the entire history of a relationship with a client company – what they've bought previously, what they will buy again, and what they’ve shown an interest in buying.

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Emma uses the workspace dashboard to get a clear overview of how her team is doing. Tiles clearly display their sales pipeline and sales reports in visual line and bar charts.

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Emma is out to for the afternoon to visit one of her bigger clients. During the train ride, she stays notified about new activity through the mobile app. She can see that one of her reps, Dominic, has a new lead that she recognises from a previous job.

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Emma leaves a comment on the lead added by Dominic – letting him know that she’s worked with this company before and can help out with a pitch.

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To make sure she remembers to follow up when she’s back in the office, Emma assigns a task to herself, that's linked to the company. The task has a reminder that will alert her at a date and time she sets.

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The client Emma is meeting with has a query about a previous invoice. Using Podio's chat feature, she can send the question to Paul in accounts who gets back to her before the meeting’s over – keeping her client happy.

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At the end of the week Emma uses filters to segment all the new deals that have been closed by each rep. She uses this to generate a report for her team – and the report will now automatically update each week going forward.

Learn how

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

 Watch customer story (3:31)

"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."

Matt Eismann

Shop Manager

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