Podio Aggregated Reviews
Podio is great for small and medium sized organizations! Five free accounts and then a small user fee after. Very easy to use and fairly easy to set up
Check out Podio + Globiflow. Very customizable and cheap. I’ve built 2 instances for the past two companies I’ve worked with for workflow stuff, but it can easily be used for client tracking.
I use Podio with the Real Estate Pack installed. It’s pretty good. It does everything I want it to and I can always just create what I want out of it. It honestly took me a few hours of messing around with it before I understood how good Podio is. I’m not paying anything for it. Just using the free version.
The only thing I don’t like about it is that I can’t sync contacts to Google without paying, but it’s not too bad. I just use Podio as my main contact manager and if I have a lead that I’m actively talking with I’ll just copy them over to my Google contacts.
I’ve tried out almost every popular CMS there is out there. Four your custom filtering and data requests, I would recommend Podio. You can add any fields you would like to on any type of item (Project, Deal, Contact, Business, etc). You can then create custom views to group your entries by field (territory in your case). And you can create custom reports. All of these views and reports can be viewed on a custom dashboard as well. I would definitely check it out.
My company uses Podio for this very reason. We deal with over 300 schools across two different states and there is A LOT of info to be stored. Podio also has a task feature which sends emails when tasks are overdue.
Started with zoho and moved to Podio, I need webforms, customizable forms and automations, auto reminders, auto emails, drip campaigns, a clear management of the database from my phone anywhere in the world. I use this for wholesaling and flipping.
Try Podio, free CRM. You can automate and Integrate with your spreadsheets with programs such as Zapier and Workato
To add some sophistication (without spending $$ on Salesforce), I’m a huge fan of Podio: free CRM for a few users. Super easy to build yourself and there are a few “app packs” to get you started. Incorporating Zapier and some other web services gets really interesting when you’re ready to automate
Takes a little configuring but Podio. All the basic CRAM features and project management stuff I use is free. For all the fancier stuff you have to pay.
I’ve since started using Podio and I like it a lot. It’s very customizable and if you want to get advanced with certain automations, you can do so. They have a free version and their phone app is good too.
Changelog – pre-ecosystem era
v0.1.8 Hound @ apps.the.gt – b2b prospecting platform
v0.1.8.1 Business directory – content experiment to support b2b prospecting platform.
v0.1.6 GRIN tech affiliate program is live.
v0.1.5.3 GRIN jobs experiment started
v0.1.5.2 Working on cool in-house lead gen project - Art Director is preparing 100 picks of Business Cards in various niches.
v0.1.5.1 GRIN games emerged
As a web agency we never could and never will be able to escape the urge of building things.
Among million other things we played with an idea of text-based games and the last piece that was missing was the story itself. So via in-house outreach platform we found two established writers that believed in the project and agreed to participate.
Shout out to Richard Abbott who wrote Fraud on Thetis and Eva Pohler who sent us a huge draft we are still reading through.
At some point we realised that list building, fetching contact details & outreach tech work just as well for b2b lead generation
v0.1.3 Once, we fell in love with ecommerce, because of short feedback cycles on marketing & development efforts.
Today we ship into production inhouse SaaS project - AVOKADO - the web app for learning languages with flash cards.
The year after we built it we realised how long is the road map ahead & what resources we'd need to promote it and decided to put it on hold.
One day as we ship GRIN tech v3.0 into production we'll distrupt the language learning market with Avokado.
We love Wordpress and recently shipped two plugins into open beta for commercial sale.
v0.1.2.2 King The Monk - wordpress plugin to virally grow your email list
v0.1.2.1 Plain Conversions - wordpress plugin to convert your visitors
v0.1.1. Expanded core offering to visual productions
v0.1 It's Autumn 2017 and GRIN tech agency's website is born.
We have it saved for the history.