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Podio CRM

Citrix Podio is a web based CRM platform for automating business workflows such as organizing team communication, business processes, data and content in project management workspaces.
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Podio Overview

Citrix Podio has been designed to integrate with a wide range of business sectors including but not limited to: B2B and B2C Agencies, Consumer Services, Ecommerce, Financial Services, Healthcare, Manufacturing, Non-Profit Organizations, Education Sectors, Professional Services, Real Estate, Start-ups etc.

The Citrix Podio cloud based CRM platform is a full suite of software built to:
Customize Business Workflows
Automate Task Management
Monitor Activities and Process Flows
Boost ROI


Engage customer and close sales faster

An interconnected network of Podio tools and features is categorized into five classifications to help you recognize the significant differences that Podio CRM can create in your business environment. Keep reading to know more about every feature of Podio and how C2M can incorporate it in your business.

provide you with options to create customized apps for different process flows - Representing as many unique ways of getting work done. Podio apps visualize your team’s work to give you a clear overview of progress. App Items – the records created inside your apps – can be displayed using a wide choice of layouts. Reports give you an easy way to display sales pipelines, project budgets, time remaining on deliverables and more.

allow you to manage and organize all your tools and content together in one place with third party app integrations. Podio Extensions offer optional extras, built for specific use-cases. From Gantt Charts to time-tracking, these extensions give you the option to go even further with your use of Podio.

tools enable you to share and access files anywhere with either unlimited storage options on Podio or on any of your business file-sharing apps. Whenever a file is added, removed or replaced – this history is clearly visible for everyone working, with the possibility to revert unwanted changes.

The entire Podio front-end is built on the API along with mobile SDKs for Objective-C (iOS and OSX) and Android which makes working with common API operations very simple.

allows you to assign tasks, attach files and discuss details by adding comments with subsequent monitoring of tasks and activities. Podio tasks can be integrated and even automated with all your workflows on Podio. It is a mobile friendly tool so you can manage tasks and get alerts on your Podio phone app as well.

We at Consult2Manage have dedicated and certified teams of experts and developers to help your business workflows be integrated and powered by Podio CRM. However, we do not just merely integrate any solution without undergoing a refined process of problem identification and solution proposition. 

  • Discovery and understanding of your objectives that you plan to accomplish by integrating Podio with your business.
  • Evaluation whether integrating Podio addresses your business problems and enables you to achieve the desired objectives or not. In case it does not, we tailor a solution that best fits your business requirements. Otherwise, we proceed through the following stages.
  • Configuration of Podio and its customization in line with your business requirements and workflows.
  • Validation of the solution to ensure it is deployed seamlessly.
  • Implementation of the solution such that your business is now powered with Podio.

If you are interested in implementing Podio CRM in your business, please contact us by filling out the form and our team of experts will get in touch with you within 24 hours to help you get started. We can’t wait to help make your business growth inevitable!

Get in touch to maximize your business potential!

We offer solutions that can digitize and automate your processes, contact us to get started.

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