Podio: Send Out Voicemails using Slybroadcast

Scott Costello Blog, Podio, Tutorial 15 Comments

There are many different ways to reach out and touch a lead.  From sending letters, postcards or even text messages, these all work great depending on the situation.  Another option that I never considered until my friend Percy brought it to my attention are voicemails. For those that don’t know, there is a way to just send a voicemail to a person’s voice inbox without even ringing their phone.  That’s very cool and sure to be heard. The idea though …

Podio Thoughts After 3 Years

Scott Costello Blog, Podio 10 Comments

You can create an App to collect any type of data you want. Being able to create multiple apps and relate them together is incredibly useful as well. Once you have an understanding of how Podio works, setting up the Apps and fields is extremely simple. I can create one in less then 5 minutes. Being able to run processes automatically when certain actions (i.e. new lead gets created) occur is a game changer. I’ve setup multiple processes that literally …

ReiFlow for Podio Update: Automate Task Creation

Scott Costello All, Blog, Featured, Podio 26 Comments

REIFlow for Podio is entering it’s last stage of development. The goal is to be ready for its first round of Beta Testing in Mid July. I know a lot of you are waiting for the release which has me excited! In this post I wanted to show you all one of the really cool features of REIFlow…Custom Task Creation. A great way to manage your leads and keep yourself on track is to use tasks to dictate your work …

Podio Quick Trick: Better App Navigation

Scott Costello All, Blog, Featured

From the first time using Podio I noticed that the navigation from App to App, Item to Item is not very intuitive. That also goes for moving about in a long app form. In a prior blog post, I showed you how to create section headers using the calculations fields. While that tip helped break up the form, it still would be nice to be able to more quickly get to a section you want. In this post, I’m going …

Podio Tutorial: Navigation Menu

Scott Costello Podio, Tutorial 40 Comments

In this tutorial I’m going to expand on the Jump Link trick I showed you in a previous post. I discovered this trick because I was looking for a way to more easily find fields on a Podio App form that had a lot of fields. That trick lead me to create a navigation menu that consisted of Jump Links.  Each one of those links would bring me to a section header (Create those here). Here is an example of …

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 …