Free up time to close deals and organize your business by using Podio to manage your leads. We set you up with a customized lead management CRM that is tailored to your business, your team, and your workflow. Automate time-consuming activities like creating and delegating tasks, follow-ups, and pulling reports, while staying in contact with your team. No more searching for scattered data and contacts – now you can run every facet of your business all in one place.
Delegating the same tasks week after week? Missing follow-up reminders? Letting administrative tasks fall by the wayside? With Podio, a customized task sequence is created with each one of our clients, so you can think less about the mundane and focus on the future.
Stop searching through endless emails, Google Drive, text messages, and phone calls to find what you’re looking for. Integrate a documentation management platform, like Panda Doc, to easily send, sign, and attach ALL client documentation to their Podio profile. Now you can keep your client profiles comprehensive and detailed. Your employees will thank you!
By integrating a stunning reporting software, like Tableau, to your Podio system, you can see up-to-date reporting on a daily, weekly, or monthly basis. Because Tableau and Podio are so customizable, you can collect data within Podio – across several departments – to gather a comprehensive view of your return on investments. From daily views to yearly projections, you’ll be able to make informed decisions with easy-to-read data.
Tired of he-said, she-said, the customer is always right? Keep your employees, clients, and yourself organized by logging all communication with each client, right on their profile. No more scattered emails to dig through! Automated emails are logged right on their profile, and agents are able to make notes on each client for internal and external use.
Never double-book appointments again! Easily view and manage your team’s schedule and keep tabs on them remotely with Podio.
Program your own rules for sending follow-up emails after completing particular tasks and items so no one gets lost.
Stay in constant contact with your team by using Podio’s highly-rated app to delegate tasks, schedule appointments, and more.
Collect all texts, emails, and touch points in one place; view previous communication and stop spending time searching endlessly for an email!