Podio for CRM
Managing customer relationships shouldn’t mean juggling spreadsheets. Podio brings your leads, deals, and client interactions into one organized space—so your team can focus on building relationships, not chasing data.
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 in Podio, helping them close deals faster and keep their clients happy.
Companies
This app records every company that Acme Inc. works with— both opportunities and existing clients - with contact details for all associated individuals, a clear record of who owns the relationship and a track of the communication history. This ensures the sales reps and account managers know the status of every client and can deliver a personalized, timely experience every time.
Deals
This app gives Emma a streamlined sales pipeline where she can instantly see which stage each deal is in, assign follow-up tasks to her team, and generate real-time sales reports. This visibility keeps the pipeline healthy, ensures timely action, and makes sure no opportunity slips through the cracks.
Materials
This app offers Emma's team a central repository to store and share all their sales resources—presentations, proposals, sales scripts, and more. Everything is easy to find and can be linked to the right companies and deals, so the team always has what they need at their fingertips to deliver their best pitch.
Podio in Action
Templates
Emma creates custom CRM templates to capture every detail—contacts, deals, and activities—so her team never misses critical information.
Files
Sales reps attach proposals, contracts, and presentations directly to deals. Podio integrates with Google Drive and Dropbox, making it easy to keep everything in one place.
Relations
Every deal links to its associated client and contacts, so Emma's team can instantly see past interactions and account history.
Workspace
Emma uses the sales workspace dashboard to monitor pipeline health, track active deals, and spot bottlenecks, at a glance.
Comments
When a deal stalls, Emma jumps into the deal item and comments to ask for an update—keeping communication transparent and in context.
Tasks
Assigning follow-ups is simple: Emma creates a task for a rep right on the deal, so they know exactly what needs to happen next.
Mobile App
On the go? No problem. Reps get instant notifications on their phones for new tasks, updates, and reminders—so nothing slips through the cracks.
Chat
Emma uses built-in chat to share quick updates or start a group conversation with the entire sales team before a big pitch.
Meetings
The team schedules client meetings in Podio, prepares agendas, and records next steps—all in one place for easy reference.
Filtering
During pipeline reviews, Emma filters deals by stage, owner, or region to focus on what matters most.
Documenting
When a deal closes, all related files, conversations, and activities stay documented in Podio—creating a complete client history for future reference.
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
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For streamlined work that will drive your business forward.