Globiflow is affordable for the small business again!

Scott Costello Blog, Featured, Podio 3 Comments

A pretty cool thing happened the other day…Podio (Citrix actually), listened to the complaints of it’s users and brought back the lower level Globiflow plans. This is HUGE!! Ever since Podio become the exclusive re-seller of GlobiFlow back around January of 2016, the Podio user had to have a Premium Package with 5 user licenses just to get GlobiFlow. So you would have to pay a minimum of $125/mo to use GlobiFlow. I’ve left tons of messages trying to help …

REIFlow for Podio: Preview #2

Scott Costello All, Blog, Featured

Anyone who has used Podio knows that there is a learning curve when first getting started. This learning curve is much steeper then most other software systems because you basically have to develop your own system. Podio, at its core, is a development platform that makes it easy to create custom input forms and store that information in tables. If that was all Podio did, it wouldn’t require such a learning curve and wouldn’t be nearly as powerful. In my …

Podio now exclusive Globiflow Reseller…Is that a Good Thing?

Scott Costello All, Blog, Featured 27 Comments

If you haven't signed up for Globiflow yet, then I've got some bad news for you...the price of entry just increased 12x!! That is because Podio has entered into agreement with Globi Corp, to be the exclusive reseller of Globiflow. My first reaction was one of excitement until I read what exactly this meant. Podio wasn't going to sell Globiflow subscriptions, but rather make it a part of their Podio Premium (& Business) 5+ user plans. There would be no ...

Podio – Direct Mail Campaigns

Scott Costello All, Blog, Featured 40 Comments

A question I get asked a lot is how do I manage my mailing campaigns in Podio. Up until recently I never had my campaigns in Podio as I still used SI Lead Manager to do all of that on my own computer. It never bothered me not having access to it over the web. The more and more I use Podio though, I realize that I'm missing out on not having a web based solution for my campaigns. One ...

Podio – Send Out Offer Letters with 1 Click

Scott Costello All, Blog, Featured 23 Comments

I've been on the hunt for a good crm for my small business lately.  So my Podio experiment continues and this time I take on one of the scenarios that i mentioned in my post about creating custom Podio Apps.  One of my readers, Charles, asked if I could create a process that did the following... ...Automatically create and send an offer letter to my Real Estate Agent when I change the status of one of my leads to Make ...

Podio – Creating Apps and Automating with GlobiFlow and Zapier

Scott Costello All, Blog, Featured 15 Comments

In my previous post I talked about my first impressions of Podio.  While I was a bit overwhelmed it was easy to see that Podio was a good option for managing your wholesale business. One of the big draws for using a system like Podio is how customizable it is. That is a great feature but it also can be a negative one if it creates to many complexities. After spending about 2 weeks figuring things out, I'm happy to say ...