CRM & deal pipeline
Podio
Podio is a no-code work management platform published by Progress Software. Teams build their own digital workspaces for tracking leads, running projects, managing operations or routing approvals, which is why it turns up as a CRM: the pipeline is whatever the buyer defines in apps, fields and rules, not a product shipped out of the box.
The builder is drag and drop. Data structures, dashboards and workspace layouts are configurable, records can be viewed as a table, kanban board, calendar or badge, pre-built templates shorten setup, and bidirectional relationship fields link related items. Webforms capture external submissions. Automation runs on if-this-then-that rules that assign tasks, update statuses and send notifications, with calculations driving dynamic workflows, PDF generation from templates, signature and approval requests, and automated email and SMS using dynamic content. An API-first design triggers actions in other systems.
Collaboration sits alongside the data: comments, file sharing and mentions in shared workspaces, free external licences for client access, iOS, Android and iPad apps, contextual search, multi-level permissions, and user activity and revision history for audit. The site displays G2, Capterra and TrustRadius badges from 2025 and 2024, including Capterra shortlists for team communication and digital workplace.
Only the marketing home page was reachable in this crawl, and it points to a separate Progress product site for detail; no pricing is published there. Confirm the plan, limits and whether the third-party extensions or partner templates you depend on are still supported under Progress before committing.
Best for
Teams that want to design their own deal or project workflow and have a developer or partner to build and maintain it. Buyers who want a real-estate CRM that works out of the box should choose a purpose-built product.
What they do
- No-code app and workspace builder
- Workflow automation with if-this-then-that rules
- Table, kanban, calendar and badge views
- Webforms for external data intake
- Document generation from templates
- Signature and approval requests
- Automated email and SMS with dynamic content
- Client access with free external licences
Details
| Attribute | Value |
|---|---|
| Ownership | Subsidiary |
What stands out
- Published by Progress Software, which holds the copyright on the current Podio site.
- Includes iOS, Android and iPad apps, multi-level permissions, contextual search and full revision history.
- Carries 2025 and 2024 Capterra shortlist placements alongside G2 and TrustRadius badges.