Build a Podio CRM in no time!
Finding the best Customer Relationship Management software out there isn’t easy. It took me years while working with customers of MrFlow to work my way through 50 products, only to find:
- The software becomes way too expensive when you want to start using the cool features
- It isn’t able to provide the 10% of functionality my company needed specifically.
Luckily, we at Mrflow have found Podio and quickly became one of it’s 500.000 customers. We build most of our customer’s back-offices from a Podio standard now. We’ve become a Citrix (Podio) Solutio Advisor, and have created this course to teach you how to design and create your own custom CRM in no time.
You will learn:
- About the structure and pricing of Podio to be able to scale your back-office right away
- Setting up your own customers app
- Setting up an organizations app that has a relation to the customers app, and more about relationships
- All Podio’s great features like ’email to item’, ‘webforms’, ‘views’ and ‘reports’
- Basic workflows that make working with Podio so very cool
- Extended workflows with Globiflow, which enables you to COMPLETELY automate your back-office
- And of course many links and tips to get you started or where you can find more extensive help if you might need it.
Why Podio beats the rest!
The basics of Podio
Podio was built for teams, so it's good to get to know the underlying structure to scale your back-office later on.
Podio's pricing is very acceptable, but if you are going to build a completely automated back-office you should know what price increments lie ahead. Also, we'll quickly setup your account.
Creating your first app
Building your first app in no time!
Multiple apps come in handy, especially when you relate them. We'll create an app that holds all organisation info of your customers. I'll also show you an example of a more complex usage of relationships.
Powerful features of Podio
Let's get into some powerful features that will allow you to connect Podio into other applications, or to make your Podio experience quicker and better. We'll look at:
- Email to app
- Webforms
- Filters & Views
- Reports
- Export & Import
- Tasks
- Ratings
Workflows
I'll take you through some basic workflows of Podio, that you can start using today.
The true power of any CRM lies in automation, let the software really work for you. This lecture will show you how to automate the 'email customer after new order' workflow completely.
Final thoughts
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