Podio for CRM?

Real Estate Technology
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Podio for CRM?

Michael Lohin
Investor · Wellesley Hills, MA · Member since 2013 · 6 posts · 0 votes

Has anybody used Podio for their CRM?

I'm trying to find a way to efficiently manage my leads and came across Podio. It's free, which is great, but you need to completely customize it from scratch and before I spend time doing that, I just wanted to get some insight from investors that have used it.

If you have used it, what do you like/dislike about it? And did you find it to be comparable to other CRMs, once customized?

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Geo K.
Investor · Orlando, FL · Member since 2014 · 21 posts · 8 votes
12y

@Michael Lohin Great question. I have done many CRM implementation on many industries and different sizes of companies. Here is the best advice I can give to anyone trying to adopt a CRM.

"Technology does not matter, process does." So at the end of the day, it will be extremely easy for you to pick the right CRM once you know your process. Don't go into any of them until you can put your process in logical steps.

Now to your question.

Podio is a great software because it gives you flexibility at a small investment entry point. What is better than free?

Also, my colleagues here recommended ACT and ZOHO, both good choices.

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I am curious to hear what did you end up adopting?

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