Podio Developer Australia

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We’ve had a large increase in Australian companies looking to have their own CRM developed to suit their specific business needs. Through customising their Podio project management software, we’ve been able to cut down on their admin and train their staff easier.

Some common Podio development requests have been:

  • Podio leads management
  • Podio as a place to store contacts
  • Podio as an intranet with common files, Standard Operating Procedures (SOP) and FAQ sections
  • Using Podio webforms to conduct customer satisfaction surveys
  • Using Podio tasks to manage employee to-do lists
  • Setting up marketing campaigns in Podio to track results
  • Using a combination of text, gifs and screen-recording to create live staff procedure manuals
  • Having the ability to add comments to client activity and then print the client record & all comments to take into client meetings
  • Integrating Globiflow in Australian businesses to better manage complex Podio workflows & dashboards
  • Integrating Dropbox & Mailchimp inot Podio apps

Phew! We’ve been busy!! If your business needs any of the above services, get in contact and we’ll discuss your needs and potential solutions.

About the author

Rich Peterson

I've spent the last 10 years planning, mapping & reimagining the processes of hundreds of SMBs. Whether the goal is more money, more time, more clarity or more customer smiles, my insightful process is worth every minute for my successful clients.
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By Rich Peterson

About

For the past 10 years, we’ve worked with hundreds of clients and tens of thousands of students to help them get a clear picture of how to systemise their business. We’re not fans of spam, cheap mass-marketing tactics or automating your business to within an inch of it’s life. We are fans of a customer experience where humans deal with humans, skills are appreciated, personality is maintained and where clients get more value than they expected. We’re also fans of automating any process that doesn’t deliver client-facing value in a simple, easy-to-maintain way.

In a nutshell, we provide advice, implementation support & training to small to medium, service-based businesses to help them deliver a better customer experience & a more automated workflow. Everyone on the same page, moving in the same direction with a clear picture of who does what.
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