After nine years of working with Podio CRM, I’ve learned something important:
More features don’t necessarily make a better CRM.
Podio is incredibly flexible. You discover an automation, an integration, a dashboard, a new app or a clever workflow, and it’s easy to think:
“We should have that too!”
Before long, the CRM is filled with apps, fields, automations and workflows that seemed like a great idea at the time.
And then the users become overwhelmed.
They don’t know what they need to update. There are too many steps. Information gets duplicated. Automations become difficult to understand.
And eventually, someone says:
“Podio isn’t working for us.”
But sometimes, the problem isn’t Podio.
The problem is that we built what Podio can do instead of what the business actually needs.
Simplicity Is the Key
When I design a Podio CRM system, I don’t start with:
“What can Podio do?”
I start with:
“What does your business need?”
How does a lead come in? What happens next? Who is responsible? What information is actually needed? What should be automated?
And perhaps most importantly:
What doesn’t need to be there?
A robust CRM should make your business easier to manage, not create another system your team has to manage.
Build What You Need, Not What You Can Get
Podio’s flexibility is one of its greatest strengths, but it needs to be used thoughtfully.
A good CRM implementation doesn’t need every feature, integration or automation.
It needs:
- The right information
- Clear processes
- Simple workflows
- Meaningful automation
- Easy visibility
The goal isn’t to build the most sophisticated CRM.
The goal is to build a simple, reliable CRM that your team actually uses and trusts.
Don’t build your CRM around all the features you can get. Build it around the business you actually run.
Sometimes, the best CRM feature is the one you decide not to add.
To know more contact us.
