A good consultant doesn’t start with buttons or code.
They start by asking questions — how you get leads, what happens after a deal, and who follows up.
🔹 Builds simple, clear apps (Leads, Deals, Tasks, Properties)
🔹 Automates steps with GlobiFlow (Podio Workflow Automation)
🔹 Connects Podio with Gmail, Twilio, QuickBooks, or other tools
🔹 Shows your team how to keep data clean and organized
They’ve seen plenty of broken workspaces, so they know what works and what to avoid.
🧱 Why Hire a Podio Expert
Podio is powerful but not always easy.
A Podio expert has already tested hundreds of setups and knows the shortcuts that save you hours.
🔹 Structure that matches your daily workflow
🔹 Reliable automations that don’t break
🔹 Readable dashboards and reports
🔹 Less manual work for your team
When the system’s built right, Podio starts working for you instead of against you.
⚙️ How Podio Consulting Works
Every project begins with understanding your goals.
1️⃣ Discovery – talk through your process and pain points
2️⃣ Planning – decide which apps and connections you need
3️⃣ Build – create fields, categories, and automations
4️⃣ Testing – try it with real data and tweak as needed
5️⃣ Training – teach your team to use it properly
When everything’s done, the whole workspace feels clear and easy to use.
🧩 What Makes a Great Podio Consultant
The best Podio people aren’t just tech-minded; they understand how small businesses really work.
They’ve seen missed calls, lost leads, and messy spreadsheets — and they build systems that stop that from happening.
🔹 Real experience building full Podio CRMs
🔹 Strong skills with GlobiFlow, Zapier, or Make.com
🔹 Knowledge of your industry (Real Estate, Services, Projects)
🔹 Explains everything in plain language
🔹 Stays until the system runs right
Good consultants feel like part of your team — they listen, adjust, and make sure the system works long after setup.
👥 Real Example
Imagine a small real estate team.
Leads are coming in from Facebook ads, text messages, and cold calls — but somewhere along the way, follow-ups get missed and opportunities slip through the cracks.
A Podio expert rebuilds the workspace:
🔹 Leads App – captures sellers and buyers
🔹 Properties App – linked to sellers
🔹 Deals App – tracks offers and closings
🔹 Follow-Ups App – sends automatic reminders
Now everything flows smoothly and no lead gets lost.
🎯 Final Thoughts
Podio can do almost anything, but without a clear plan, it’s easy for it to turn into a maze. Keeping things structured from the start makes all the difference.
👉 podiocrms.com – ready-to-use CRMs in Podio
👉 podiodeveloper.com – custom automations and integrations
Start small. Build smart. Keep improving.
That’s how your Podio workspace becomes the heart of your business — not another tool to manage.
