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:
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:
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.
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.
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:
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.