Podio

Plate-forme de communication interne

Commentaires : Superbe outil pour communiquer avec tous les employés de notre usine. On s'en sert comme un réseau professionnel. Très utile aussi pour gérer toutes les demandes, de type changement d'horaire, présences aux activités sociales, invitation aux rencontres.

Avantages :

Plusieurs fonctions et personnalisations possibles, notamment grâce aux workflows de Globiflow. Facile à utiliser pour ceux qui aiment les technologies, sans être toutefois des pros. Simple à comprendre pour susciter des interactions et des réactions (système de mentions J'AIME et de commentaires).

Inconvénients :

Les tâches ne sont pas accessibles dans la version mobile pour Android. Toutes les fonctions ne sont pas disponibles sur version mobile. Pourrait y avoir un système d'épinglage de publications. Version supérieure incluant Globiflow coûte cher par licence utilisateur. Pourraient y avoir plus de tutoriels pour apprendre à configurer des automatisations sur Globiflow.

Amazing platform for managing anything

Avantages :

Podio is a fully featured platform that allows you to manage any process. We use it as our ERP and we manage all our company processes there. We are a corporate training organization and we sell workshops. In podio we create and keep track from the beginning of the process, the delivery of the courses and the follow up. We have developed with time a quite complex and at the same time simple custom platform for our needs.

Inconvénients :

Reporting is quite limited and not very customizable. Also views could be more sophisticated and customizable.

Serves it's purpose

Commentaires : The big boss also loves this program, because it can generate many different reports for him, from bid activity, pending logs, securement logs, win percentages with different customers or geographic areas. allows him to see many different metrics with just a few clicks.

Avantages :

The website is incredibly customizable, which allows you make this program perform many tasks that vary greatly. Our main purpose was to use this as a bid center for our company, allowing all of our branches to see who was bidding which jobs. After setting that up, we were able to have podio send out reminders after certain amounts of time to follow up on the bid results. If we were awarded the job, it will then send out notices to our purchasing department, project managers, and super intendents with the relevant information (start end dates, contract prices, labor hours estimated, location, contact info, etc). It is very helpful to make sure our branches do not double up estimating the same projects.

Inconvénients :

Being very customizable also means it can be quite tedious to set up initially. There are, however, many premade modules you can either use as is, or customize to fit you needs.

PODIO is it for you?!

Commentaires : VG, it's been my bread and butter

Avantages :

Integration easy.. open source, use zapier from time to time too

Inconvénients :

No Referrals / partner program Being provided for loyal users / programmers like me

Very flexible software, but increasingly unreliable

Commentaires : Overall, pretty good for a budget CRM. But it feels like a platform with its better days behind it.

Avantages :

Podio is designed for project managers, but we used it as our CRM - which shows how flexible it is. It worked well, the UI is nice, the workflows save you a lot of time and you can link up items well for automation (e.g. if you close a deal, mark the associated company item as 'customer'). The reporting worked quite well too. You can pull data into reports and create nice dashboards. And you can export to Excel.

Inconvénients :

Citrix aren't investing in Podio - it looks the same as when we started using it years ago. It's also increasingly unreliable - there have been numerous all-day outages in 2018. This is frustrating when you depend on Podio to run your business. We have since moved onto a different CRM software because of these issues.