Quick Start: Guide to CRM and Sales

An agile and lightweight CRM can easily be built with Podio. Whether you’re managing customer and partner relationships, or tracking opportunities and your sales funnel, you can quickly customize Podio apps to facilitate those processes.

If you haven’t created your Podio account already, you can sign up here.

Start by installing the Sales Management app pack and watch this short tutorial video.

After you’ve watched the video, get your hands dirty and modify the app templates to fit your team’s processes. Don’t forget to create useful filters and reports once you’ve put your sales data into the apps.

A few pro-tips

  • Use the Excel import tool to bring in historical CRM data into your Podio apps.

  • Use Workflow Automation to create cause and effect scenarios that match your process. For example, define a workflow so that when a Deal closes, tasks are assigned to specific team members.  Sample workflow automation flows are included in the Sales Management App Pack.

  • The Email and Phone fields can help maximize your team’s efficiency, by allowing your to call or email any contact with just one click.   Popular Podio extensions such as Globimail and smrtPhone can extend your CRM to include email and telephony/text messaging.

  • Podio has an open API, and many useful extensions have already been built. This will allow you to easily push and pull data between Podio and other tools you may be using in your sales process. Take a look at our extensions page to see which extensions may be of interest to you and your team.
  • Exceptionally long projects with many deliverables and related items may also be best suited for a workspace per project.
Quick Start: Guide to CRM and Sales