Progress Podio Features

Based on 23 Progress Podio reviews. Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views.

Based on 24 Progress Podio reviews. Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action.

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. This feature was mentioned in 22 Progress Podio reviews.

Based on 22 Progress Podio reviews. Enables users to view and transact business with the same content in multiple languages and currencies.

Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment. 21 reviewers of Progress Podio have provided feedback on this feature.

As reported in 25 Progress Podio reviews. Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files.

Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. 26 reviewers of Progress Podio have provided feedback on this feature.

Based on 23 Progress Podio reviews. Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.

Based on 26 Progress Podio reviews. Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts.

As reported in 23 Progress Podio reviews. Manage partners by tracking channel partner leads and sales opportunities. Provide a partner portal to collaborate with channels on sales opportunities and to share product, pricing, quoting, ordering, and training information

Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide. This feature was mentioned in 25 Progress Podio reviews.

Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities. This feature was mentioned in 26 Progress Podio reviews.

Assign and manage sales quotas and territories. Track progress against quotas. Change as needed. 23 reviewers of Progress Podio have provided feedback on this feature.

As reported in 24 Progress Podio reviews. Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration.

As reported in 22 Progress Podio reviews. Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system.

Based on 21 Progress Podio reviews. Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts.

Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution. This feature was mentioned in 23 Progress Podio reviews.

Based on 23 Progress Podio reviews. Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing and auto-responders.

Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time. This feature was mentioned in 24 Progress Podio reviews.

Based on 24 Progress Podio reviews. Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification.

Based on 21 Progress Podio reviews. Enables analysis of effectiveness of an organizations various marketing activities

Based on 25 Progress Podio reviews. Tracks issues/help requests reported by customers through the resolution process.

Provides a convenient way for customers to get answers to inquiries, post service issues, place orders, view order histories, and gain access to other information contained in the knowledge base. This feature was mentioned in 25 Progress Podio reviews.

Based on 24 Progress Podio reviews. Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions.

Allows customer support professionals access to all information required to support the customer including customer information, case history and related customer social activity. Common features include: call recording, analytics, workforce management, call script management, and compliance management. 24 reviewers of Progress Podio have provided feedback on this feature.

Enables analysis of customer support activities to optimize customer support professionals, processes and tools. 22 reviewers of Progress Podio have provided feedback on this feature.

Based on 22 Progress Podio reviews. Ability to input, modify and extract data from the application in bulk through a structured file.

As reported in 24 Progress Podio reviews. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.

To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product. 20 reviewers of Progress Podio have provided feedback on this feature.

Integrate with CRM, marketing, or customer service software. This feature was mentioned in 34 Progress Podio reviews.

Based on 40 Progress Podio reviews. Provide integration with accounting software and ERP systems.

Connect to external data sources such as databases or BI software. This feature was mentioned in 39 Progress Podio reviews.

As reported in 21 Progress Podio reviews. Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone

As reported in 23 Progress Podio reviews. Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management.

Based on 21 Progress Podio reviews. Allows software to be easily used on multiple mobile devices include phone and tablet devices.

Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports. This feature was mentioned in 26 Progress Podio reviews.

As reported in 27 Progress Podio reviews. An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance

As reported in 23 Progress Podio reviews. Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates.

Based on 87 Progress Podio reviews and verified by the G2 Product R&D team. Create and assign tasks for individual users with details and due dates.

Based on 84 Progress Podio reviews and verified by the G2 Product R&D team. Set deadlines and milestones for tasks, manually or automatically (based on project templates).

Based on 84 Progress Podio reviews. Set priority levels on tasks so individuals can organize their work.

Based on 84 Progress Podio reviews and verified by the G2 Product R&D team. Each user can view their list of tasks to be completed without having access to other tasks.

As reported in 74 Progress Podio reviews. Define dependencies between tasks and the rules to manage them.

Allows users to update multiple tasks at the same time, accross multiple projects. 74 reviewers of Progress Podio have provided feedback on this feature.

Based on 79 Progress Podio reviews and verified by the G2 Product R&D team. Users can move tasks and change dependencies using drag and drop.

As reported in 82 Progress Podio reviews. Define recurring tasks that can be scheduled automatically at pre-defined intervals.

Based on 80 Progress Podio reviews and verified by the G2 Product R&D team. Plan and create work breakdown structure (WBS) based on the scope of the project.

Based on 74 Progress Podio reviews. Projects can be mapped out with milestones, due dates, deliverables and interdependencies.

Based on 63 Progress Podio reviews and verified by the G2 Product R&D team. Provide visual representations of tasks, dependencies, and progress.

Based on 77 Progress Podio reviews and verified by the G2 Product R&D team. Planned projects are mapped to a schedule with due dates and deliverables detailed day-by-day.

Based on 77 Progress Podio reviews and verified by the G2 Product R&D team. Create customized project views for internal and external purposes (eg: for customers).

Associate a budget with a project and allocate it accordingly by task or resource. 64 reviewers of Progress Podio have provided feedback on this feature.

Track issues at the project or task level, and manage resolutions. 74 reviewers of Progress Podio have provided feedback on this feature.

Based on 70 Progress Podio reviews and verified by the G2 Product R&D team. Provide standards templates that can be customized by users to create new projects.

As reported in 66 Progress Podio reviews. Automatically calculate the critical path for projects and update it when projects change.

Track time and expenses associated with projects or tasks. 68 reviewers of Progress Podio have provided feedback on this feature.

Based on 67 Progress Podio reviews and verified by the G2 Product R&D team. Support agile and waterfall project management methodologies.

Based on 67 Progress Podio reviews and verified by the G2 Product R&D team. Create human and material resources and categorize them based on skills and other criteria.

Based on 67 Progress Podio reviews. Monitor capacity in real time to track resource use and identify bottlenecks.

Based on 73 Progress Podio reviews and verified by the G2 Product R&D team. Allocate resources by matching capacity and demand, by project, team, or department.

Based on 69 Progress Podio reviews and verified by the G2 Product R&D team. Track key performance indicators or baseline assessments throughout project lifecycle or across multiple projects.

As reported in 68 Progress Podio reviews. Monitor resource allocation to identify shortages and adjust accordingly.

Based on 77 Progress Podio reviews and verified by the G2 Product R&D team. Deliver dashboards that display project data and KPIs in real time.

As reported in 19 Progress Podio reviews. Create and assign tasks for individual users with details and due dates.

Set deadlines and milestones for tasks, manually or automatically (based on project templates). 18 reviewers of Progress Podio have provided feedback on this feature.

Users can move tasks and change dependencies using drag and drop. This feature was mentioned in 20 Progress Podio reviews.

Allows users to update multiple tasks at the same time, accross multiple projects. 19 reviewers of Progress Podio have provided feedback on this feature.

As reported in 20 Progress Podio reviews. Set priority levels on tasks so individuals can organize their work.

Each user can view their list of tasks to be completed without having access to other tasks. 21 reviewers of Progress Podio have provided feedback on this feature.

Define dependencies between tasks and the rules to manage them. 20 reviewers of Progress Podio have provided feedback on this feature.

Based on 21 Progress Podio reviews. Define recurring tasks that can be scheduled automatically at pre-defined intervals.

As reported in 45 Progress Podio reviews. Provide standard workflows that can be used accross the company.

Based on 39 Progress Podio reviews. Allow administrators to configure workflows and processes.

Based on 41 Progress Podio reviews. Deliver a single data repository for all project information.

Define and manage roles and access rights for the entire system. 35 reviewers of Progress Podio have provided feedback on this feature.

Based on 38 Progress Podio reviews. Maintain procedures for data access and governance.

Allow users to use the system online and on mobile devices. This feature was mentioned in 42 Progress Podio reviews.

Set priority levels on tasks so individuals can organize their work. This feature was mentioned in 44 Progress Podio reviews.

Based on 38 Progress Podio reviews. Define dependencies between tasks and the rules to manage them.

Plan and create work breakdown structure (WBS) based on the scope of the project. This feature was mentioned in 41 Progress Podio reviews.

Create customized project views for internal and external purposes (eg: for customers). 42 reviewers of Progress Podio have provided feedback on this feature.

As reported in 43 Progress Podio reviews. Allocate resources by matching capacity and demand, by project, team, or department.

Automatically calculate the critical path for projects and update it when projects change. This feature was mentioned in 33 Progress Podio reviews.

As reported in 41 Progress Podio reviews. Deliver dashboards that display project data and KPIs in real time.

Monitor resource allocation to identify shortages and adjust accordingly. 38 reviewers of Progress Podio have provided feedback on this feature.

Based on 43 Progress Podio reviews. Define customizable workspace for teams, departments, and external users.

Provide drag and drop options to configure workspaces. This feature was mentioned in 41 Progress Podio reviews.

Based on 39 Progress Podio reviews. Monitor work accross the company and analyze performance.

Based on 40 Progress Podio reviews. Support multiple channels for internal and external communications.

As reported in 41 Progress Podio reviews. Allow users to share and collaborate on documents and files.

Based on 42 Progress Podio reviews. Help users meet, share workspaces, and collaborate on tasks.

Based on 33 Progress Podio reviews. Associate a budget with a project and allocate it accordingly by task or resource.

Based on 36 Progress Podio reviews. Track time and expenses associated with projects or tasks.

As reported in 34 Progress Podio reviews. Monitor project proftability by team or department.

Provide live chat tools for instant messaging This feature was mentioned in 66 Progress Podio reviews.

Ability to involve multiple users in public or private discussions 61 reviewers of Progress Podio have provided feedback on this feature.

Based on 57 Progress Podio reviews. Allow external users to use chat and discussions

As reported in 59 Progress Podio reviews. Provide functionality to create and manage polls and surveys

Manage news and announcements by company or department This feature was mentioned in 57 Progress Podio reviews.

Documents can be shared between users and teams 68 reviewers of Progress Podio have provided feedback on this feature.

As reported in 69 Progress Podio reviews. User can share notes with colleagues or external users

Based on 66 Progress Podio reviews. Help users find documents and other types of content

Keep track of document versions and related changes This feature was mentioned in 60 Progress Podio reviews.

As reported in 63 Progress Podio reviews. Create personalized project views for collaboration

Allow users to follow tasks which are not assigned to them 55 reviewers of Progress Podio have provided feedback on this feature.

Define and manage users access to documents and collaboration features 63 reviewers of Progress Podio have provided feedback on this feature.

Manage private and shared calendars and associated events 65 reviewers of Progress Podio have provided feedback on this feature.

Make project views available for the public. This feature was mentioned in 59 Progress Podio reviews.

As reported in 67 Progress Podio reviews. Include features to create, assign, and manage tasks.

Based on 64 Progress Podio reviews. Deliver project plans that can be customized by users.

As reported in 65 Progress Podio reviews. Provide visibility into collaborative processes accross the company

Provide integration with task management and project management software. This feature was mentioned in 60 Progress Podio reviews.

Align remote employees with their colleagues and external users This feature was mentioned in 61 Progress Podio reviews.

Define and track responsabilities for remote users 59 reviewers of Progress Podio have provided feedback on this feature.

As reported in 61 Progress Podio reviews. Allow users to connect to tools that they use remotely

Users can work offline and changes are synced when they back online This feature was mentioned in 49 Progress Podio reviews.

As reported in 10 Progress Podio reviews. Allows users to generate text based on a text prompt.

As reported in 11 Progress Podio reviews. Allows users to generate text based on a text prompt.

As reported in 12 Progress Podio reviews. Condenses long documents or text into a brief summary.

Based on 18 Progress Podio reviews. Allows users to generate text based on a text prompt.

Based on 17 Progress Podio reviews. Condenses long documents or text into a brief summary.

Allows users to generate text based on a text prompt. This feature was mentioned in 10 Progress Podio reviews.

Condenses long documents or text into a brief summary.

Based on 11 Progress Podio reviews. Allows users to generate text based on a text prompt.

As reported in 12 Progress Podio reviews. Condenses long documents or text into a brief summary.

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Engages in human-like conversation for task delegation

Ability to break down and plan multi-step processes

Works across multiple software systems or databases