1.
Use Podio for CRM
Track leads, manage customer
relationships and organize your
sales team in one place.
CRM tools are often incredibly dull, overly complicated, or both. Podio is
designed to make tracking your leads and sales as lightweight and easy as
possible. Combined with real-time communication and task management
in one place – Podio is the first CRM tool your team will love to use.
Podio is completely customizable to your sales process. You define the informa-
tion you want to record and track – so your sales team isn't slowed down with
irrelevant features and complications. Creating deal pipelines and sales reports
that update live is also done in minutes.
With a tool that puts the focus on collaborating and sharing, you’ll improve data
quality and make sure your team is always armed with up to date information
about your leads and customers.
UNDERSTAND PODIO IN 60 SECONDS

2.
PODIO WILL HELP YOU...
ELIMINATE
DATA BLINDNESS
ELIMINATE
EMAIL OVERLOAD
ELIMINATE
COMMUNICATION LAGS
Mention a colleague on a task, sale, or meeting, or send a chat
message for a quick reply. Communication is human and natural on
Podio for better clarity while resolving issues efficiently, and
effortlessly.
Rich reports and graphs help break down all your data to provide
useful metrics that help motivate your team and identify problem
areas before they grow. Setup an easy to digest dashboard for a
realtime pulse of what’s happening across your business, giving
you insight into your most valuable asset – your team.
ELIMINATE
A DISCONNECTED PIPELINE
Having everything from discovery call notes to offer details for every
lead on Podio, will give your team the overview they need in one place.
Close information gaps to save time, and boost sales by arming
everyone with the right info.
Finally a less formal way to communicate across the company –
helping you align your efforts and simply enjoy working together.
You’ll notice the difference it makes when team members can like
and comment on posts to share their response – rather than sending
another email to the group. Banishing internal email will be a breeze!
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3.
MORE REASONS WHY PODIO IS A PERFECT
FIT FOR YOUR TEAM
Personalized training and
implementation support will help you
get off to a flying start with your new
tool. You can then rely on outstanding
ongoing phone and chat support for
your entire team from your Podio
account manager.
An open API provides you full
flexibility to connect Podio to any tool,
or extend its functionality. Our strong,
international ecosystem of partners
are on hand should you need help in
this area.
HTTPS Encryption on all data between
the Podio service and the client web
browser. All data is hosted at the Citrix
Datacenters in Frankfurt and
Amsterdam, and delivered through
Amazon Web Services in Dublin.
Podio works wherever you do.
Whether online at podio.com or
using the fully featured mobile apps
for iPhone, iPad, and Android you’ll be
able to stay coordinated with your
team anwhere..
Accessible & Mobile Secure
Support & Training Connected
A FEW OF OUR CUSTOMERS DOING
GREAT WORK WITH PODIO

4.
PODIO GOES FAR BEYOND PROJECTS
Citrix (NASDAQ:CTXS) is the cloud company that enables mobile workstyles—empowering people to work and collaborate from anywhere, easily
and securely. With market-leading solutions for mobility, desktop virtualization, cloud networking, cloud platforms, collaboration and data sharing,
Citrix helps organizations achieve the speed and agility necessary to succeed in a mobile and dynamic world. Citrix products are in use at more than
260,000 organizations and by over 100 million users globally. Learn more at www.citrix.com.
© 2015 Citrix, LLC. All rights reserved. Citrix, and Podio are trademarks of Citrix or a subsidiary thereof, and are or may
be registered in the U.S. Patent and Trademark Office and other countries. All other trademarks are the property of their
respective owners.
With the hundreds of thousands of businesses using Podio, it’s no surprise they
do so many different ways. That’s because Podio’s entirely customizable and easy
to expand into new use-cases. For example, you could start with Podio as your
CRM and expand to organizing marketing campaigns or running projects with
clients – all at no extra cost. And beyond closing more deals faster while boosting
collaboration and team spirit, you’ll have a tool that’s always ready to manage
any business process you want to structure a better way.
THOMAS NICHOLS
Mobile Expert at Ekito
SEE THE #PODIOEFFECT AT PLAY
Podio covers many of our needs in one
place – wikis, functional apps, internal
communications and more. It’s an agile
way of working and interacting internally
and with customers.
Explore our site to learn more and sign up free today.
VISIT OUR WEBSITE