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.
Further question details We currently manage large customer and prospect lists in multiple Google Sheets and Excel. We want to migrate this into a cloud database. We do not current have a database setup, so we will need to create one based on an example customer list and handle migration of our lists into the …
A CRM for a financial planning business in Australia needs to meet the unique needs of the financial services industry. Using the latest, secure, hosted solutions, we develop custom financial advice practice CRMs that allow you to: Track sales leads Manage financial planning clients Create an intranet for employees to view Standard Operating Procedures (SOP), …
Getting quality reviews is notoriously hard. Getting a large quantity of great reviews is even harder. Most review websites showcase the extremes – the customer who had the outstanding experience and the once-off, disgruntled customer who will never come back to your business again. We started thinking about this problem by asking the following questions: …
Podio Developer Australia
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:
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.
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I need a custom CRM web app and database
Further question details We currently manage large customer and prospect lists in multiple Google Sheets and Excel. We want to migrate this into a cloud database. We do not current have a database setup, so we will need to create one based on an example customer list and handle migration of our lists into the …
The unique needs of a financial planning CRM
A CRM for a financial planning business in Australia needs to meet the unique needs of the financial services industry. Using the latest, secure, hosted solutions, we develop custom financial advice practice CRMs that allow you to: Track sales leads Manage financial planning clients Create an intranet for employees to view Standard Operating Procedures (SOP), …
Are you looking for better online reviews for your business?
Getting quality reviews is notoriously hard. Getting a large quantity of great reviews is even harder. Most review websites showcase the extremes – the customer who had the outstanding experience and the once-off, disgruntled customer who will never come back to your business again. We started thinking about this problem by asking the following questions: …