Move Your Business to Podio—Without Losing a Step
Whether you’re shifting from spreadsheets, outdated CRMs, or legacy systems, we help you seamlessly migrate to Podio—preserving your data integrity, workflows, and business continuity.
Trusted By 20+ industry leader
Struggling to Switch to Podio?
Many businesses know Podio is the better solution—but fear the migration will be a headache.
Lost in Spreadsheets???
You’re still managing your business with dozens of Excel files and want a centralized, trackable system.
Outdated CRM???
Your current CRM is too rigid, expensive, or simply no longer fits your evolving business model.
Critical Data at Risk???
You fear losing important data or relationships in the process of moving to a new platform.
If you’re dealing with any of these — we can help you migrate confidently and correctly. 🚀
What You Get With Our Podio Migration Services
We don’t just set up Podio — we design it around your business goals.
Full-System Migration
We migrate entire workspaces, apps, automations, users, and permissions — nothing is left behind.
Data Mapping & Transformation
We clean and restructure your existing data for optimized use in Podio.
Custom Architecture Design
Not just a lift-and-shift — we rebuild your setup to fit your real operations.
No Downtime or Data Loss
Your business keeps working. We handle migration in a way that’s safe and seamless.
Tool-to-Podio Transitions
Migrating from Airtable, Excel, Trello, Asana, Salesforce, or another CRM? We’ve got it covered.
How We Work
Here’s how we build your fully customized Podio system — from vision to automation:
Discovery
We map your current system, data sources, workflows, and use cases.
Planning
We prepare a migration plan with architecture, app structure, and data transformation strategy.
Execution
We securely migrate your data, rebuild workflows, and configure user roles & permissions.
Testing & Handoff
We rigorously test everything, make adjustments, and train your team on the new system.
What Makes Us Stand Out?
At Integroforce, we don’t just implement Podio—we transform your business operations. With years of expertise in automation, CRM optimization, and workflow efficiency, we build systems that help you scale effortlessly. Here’s what sets us apart:
Our team consists of Podio-certified professionals with extensive experience in designing, developing, and optimizing Podio workspaces tailored to your unique business needs.
From initial consultation to full-scale implementation and ongoing support, we provide a complete Podio ecosystem that enhances productivity and streamlines operations.
We specialize in building Podio solutions for real estate, financial services, consulting firms, and more. Our industry knowledge allows us to create systems that align perfectly with your workflows.
We help you eliminate manual work by leveraging advanced automation, AI integrations, and custom workflows—saving time and increasing efficiency.
Need to connect Podio with your favorite tools? We integrate with over 6,000 apps, including CRMs, marketing platforms, and finance tools, ensuring a fully connected system.
Your business evolves, and so should your Podio setup. We offer continuous system optimization, training, and support to keep your operations running smoothly.
Frequently Asked Questions
1. Can you migrate from Excel or Google Sheets to Podio?
Yes. We specialize in converting spreadsheet-based systems into dynamic Podio workspaces.
2. Do you migrate from other CRMs like Salesforce or Zoho?
Absolutely. We’ve migrated clients from all major CRMs including HubSpot, Pipedrive, Monday.com, and more.
3. Will I lose any data during migration?
No. We use secure methods and validation checks to ensure all your data is preserved and organized.
4. What if my current Podio system is broken?
We offer Podio-to-Podio migrations as well — taking your messy or outdated setup and rebuilding it properly.
5. Can you replicate my exact workflows inside Podio?
Yes, we rebuild all workflows inside Podio using native tools, Globiflow (if applicable), or custom automations.
6. How long does a migration take?
Depends on the complexity. A basic Excel-to-Podio migration can take a few days; complex CRM migrations may take 1–3 weeks.
7. Will my team be trained after migration?
Yes. We offer onboarding and team training as part of our handover process.
8. What if I need integrations post-migration?
We provide Podio integration services with tools like Zapier, Make, Google Drive, QuickBooks, and more.
9. Is my data secure during migration?
Absolutely. We follow best practices for encryption, backups, and access control throughout the process.
10. What industries do you serve?
We’ve implemented Podio for real estate, consulting, finance, non-profits, logistics, agencies, and more.
Ready to Migrate to Podio Without the Headaches?
Avoid costly mistakes, data loss, or messy setups. Let our team handle your migration professionally — so you can focus on growth.
