You may find a solution that fits most of your needs, but not all of them. By customizing your system using Podio, you can pick and choose the features that are right for your unique business.


Podio brings a sleek interface, compact and informative design, and mobile access. We bring years of workflow architecture and business consulting experience – we know how to build perfect systems.


Tired of logging into a dozen different software platforms? We integrate the best features from platforms you already use to give you simplicity and ease of use. Manage everything right from your Podio workspace.

Small Business CRM Solutions

Software flexible enough to scale with your business.

As a small business owner, every relationship and connection you make impacts your growth and eventual success. That’s why you go out of your way to make the right connections when networking. Whether it’s at an important conference or just choosing a set of small business CRM solutions to help you better support clients, where you put your trust matters.

At Defined Ventures, we work hard to cultivate trust, even before you choose us. We’re always pleased to demonstrate strategies our company uses to make small business CRM solutions fit just right. How do we do that? Through years of experience and expertise in serving businesses at every level of the game.

We know small businesses. We know that more often than not, small businesses quickly outgrow their CRM and, before they know it, are scrambling to find a solution while struggling to maintain day-to-day operations.

We’ve been there; we know the way out. The issue can be fixed with a custom-designed system that grows with you – not against you. By creating a system that not only anticipates your needs but also allows for company growth, you can finally dedicate brainpower to growing and expanding your brand. Clean out the clutter, confusion, and miscommunication – once and for all.


Every business is unique. Why subscribe to a one-size-fits-all system when a completely customized system can save you time, money, and frustration? Together, we analyze your business’s current practices to see which areas are strong and which areas need help. Then, we start begin the process of designing your ideal system by integrating high-performing software and time-saving automations.

Lead Management & Tracking

Need to spend more time on sales? Our CRM helps get your sales team organized by tracking everything from leads and deals, to project post-mortem after every single sale is completed.

Marketing Management

Turning your focus to marketing so sales can always have warm leads? Itegrate popular, tried-and-true marketing software, like MailChimp or Marketo, or Hootesuite to strategize and execute campaigns.

Project Management

Spending your day delegating instead of getting some work done? Automated task lists help track what your team is working on and help them get through it faster; no more searching for work.

Business Operations

Do you need help building up operations so they have the capacity to work on the sales coming in? Bring a variety of software solutions under the same roof so you can manage operations all from the same place.

Custom Reporting

Collect data across a variety of platforms.

In small business, managing budgets, inventory, expenses, and client lists is extremely important. Small businesses often have fewer resources to handle sudden surges or slow times, so owners who can anticipate changes by forecasting potential issues before they happen often stand a better chance of surviving and thriving.

There’s a common misconception that CRMs, particularly platforms with advanced data analysis and visualization, aren’t suitable for the small business. Businesses assume they’re either too expensive or will demand too much manpower to manage. Here at DVI, we know the truth: small business software can help you collect data across a variety of platforms, analyze it, and create custom reports, all from an affordable, easy-to-access CRM.

Here’s how small business CRM solutions help.

Manually pulling data across several software platforms can be tedious. Collect data from all integrated platforms, like Quickbooks, MailChimp, and Shopify, to gain a wider perspective of your business. Add in a data reporting software, like ChartMogul, for seamless reporting and beautifully professional dashboards.

Small Business CRM Solutions | Defined Ventures, Inc.

Client-Facing Workspace

Keep clients in-the-know and minimize confusion.

Small businesses rely on collaboration and communication to make everyday tasks run smoothly. Whether it’s interfacing with a client, speaking with freelancers, or passing tasks along to various third-party service providers, administration tasks often demand a significant amount of your time. That’s time better spent focusing on growing your business, being creative, and evolving.

Small business CRM solutions make the collaborative process easier by creating spaces where you can assign access to tasks and information in seconds. Give each employee, contractor, partner, or consultant access to only what they need and no more. Make spaces for teams and collaborators to work together fluidly with fewer
hiccups along the way.

If you’re managing long-term projects that require client input and approval,
consider a client-facing workspace. By giving your client’s access to your workflow process (and keeping confidential information and notes private), communication and needs are readily available. This minimizes client confusion, clearly lays out responsibilities, and replaces unnecessary emails.

Ready to take control of your business?

Finally get back on track with a custom solution by Podio.

Customizable Small Business CRM Solutions

Podio's powerful toolsand unique features.

Defined Ventures works closely with Podio, one of the world’s best small business CRM integrations. Through Podio’s highly-customizable interface, we can provide you with significant access to advanced tools that help you get the job done.
What’s not to love about sweet benefits like these?

Sleek User Interface

Compact, easy to follow, and simple to use. That’s the Podio dashboard interface in a nutshell. Get in, find what you need, automate tasks, and get out in minutes. Podio makes it easy for businesses to work smarter, not harder.


Content, context, conversations – the lifeblood of every small business. Keep everything organized in one place with Podio-based small business CRM solutions. It’s all about connecting and collaborating.


“How much longer on that project?” “Who’s finding it hard to keep up?” “Which tasks are held up by red tape?” With Podio, you can get answers to challenging project questions – in a matter of seconds. It’s that easy.

Data Visualization

Feeling overwhelmed by data as your business explodes into new growth? Podio helps you make sense of it all with advanced data visualization options. Sort tasks and projects as placards, reports, or graphs.

How Our Process Works

You manage your small business carefully – taking time to consider all options before you invest any time and money into software tools.  We respect that!  At Defined Ventures, we put just as much time and effort into managing your custom software and integrations.

Why choose us over the other guys?  Because we understand small businesses – and because we promise to work hard to demonstrate that every single day.  It all starts with a one-on-one meeting;  from there, our standard process helps us to create a sustainable platform for your unique business needs.


Create Your Wishlist

The road to getting your business organized begins with filling out our contact form. If you are unsure about any of the fields, that’s okay! We just want to get a general idea of your business’ wants and needs.


Our Software Engineer Team

After we receive your contact information, our Software Engineer Team will reach out to you with any further questions or clarifications.


Let's Meet and Greet

In our onboarding call, we’ll show you a demo of our base template, plus additional integrations and add-on features. This is where we can assess your business needs and customize your CRM to fit.


How to Prepare for Your Call

The main goal of our onboarding call is to determine which features best suit your business. We’ll go over workflow, employee roles, and goals.


We Connect Your System

It only takes us five business days to connect your customized system. We’ll meet again to make sure it’s exactly to your specifications. We then turn it over to you and your team for bug test and approval.


Ongoing Customer Support

We recommend allowing for two weeks of employee training and implementation. We will be available if you have any questions.