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Podio

Provides no-code customizable workspaces and workflow automations to structure data and automate project, CRM and operations work

The product is a no-code work management platform that provides customizable workspaces, apps, and workflow automations to structure data, manage projects and CRM, and automate tasks, approvals and handoffs. It sells to operations teams and executives in businesses of all sizes from startups to enterprises, including use cases in accounting, agencies and real estate. It is delivered as a SaaS platform with web workspaces and mobile apps for iOS, Android and iPad, with API-first integrations to third-party systems.

Key features

  • No-code drag and drop builder
  • Personalized dashboards and workspace layouts
  • Multiple data views - table, kanban, calendar, badge
  • Pre-built templates
  • Bidirectional relationship fields
  • Webforms for data intake
  • If-This-Then-That workflow rules
  • Automated task assignments and status updates
  • Calculations and custom rules
  • Third-party tool integrations
  • API-first cross-system triggers
  • Generate PDF documents from templates
  • Signature and approval requests
  • Automated email and SMS delivery
  • Real-time collaboration with comments and mentions
  • File sharing
  • Shared workspaces
  • Client access with external licenses
  • Mobile apps for iOS, Android and iPad
  • Contextual search
  • Multi-level permissions
  • User activity and revision history
  • No social media activity within the last 30 days
GTM channels
  • Blog
  • Partner program
  • Marketplace
  • Community
  • API
  • Docs
ICP
  • Operations teams
  • Executives founders
  • Enterprises