Contact Management Issues?
Three simple questions will give you the answer:
- Do you keep contact information about hundreds of people and organizations you work with?
- Do you work with a team of people who all need access to this information?
- Do you want to be able to access this information easily and securely, anytime, anywhere?
Podium's user friendly tools make it easy to manage your important contact information.
Podium's contact management tools helps you track:
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- Organization names, addresses, phones, departments, website, etc.
- Person names, addresses, phones, email, gender, birthdate, etc.
- Roles that people have within organizations (including who reports to whom)
- Notes about people and organizations
- Action Items, which alert people on your team to follow up actions involving your contacts
- Documents that relate to both people and organizations
- Categories, which make it easy to group and find contacts
- User-Defined Fields, which allow you to track additional information about people and organizations
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With Podium, you can easily:
- Find and update information about the people and organizations you work with
- Access your information anytime, anywhere, using any web browser
- Define and capture additional information about a person or organization
- Create contact categories such as Customer, Prospect, or Employee
- Assign a person or organization to one or more categories
- Filter lists to find just those contacts you are looking for
- Print and export lists to a spreadsheet or PDF file
- Access and even update help information for any page
- Configure who can see, update or delete information
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Project Management Woes?
Three simple questions will give you the answer:
- Does your business undertake projects?
- Do you need to assign tasks to specific people and track who is doing what?
- Do you want to be able to access this information easily and securely anytime, anywhere?
Podium is so simple users can create and manage projects in minutes and assign tasks to team members with a few mouse clicks.
Podium Project Management helps you track:
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- Project name, definition, and description
- Team Members and what role does each play on this project
- Goals that define the purpose of the project
- Deliverables produced by the project for internal or external use
- Documents of any type can be uploaded and associated with the project in seconds
- Tasks (small prioritized units of work assigned to a specific team member), which can be assigned easily, with automatic email notifications of any changes.
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With Podium You Can Easily:
- Create a new project with the Project Editor
- Add goals, team members, deliverables and documents to the project
- Assign and reassign tasks to team members
- Filter and sort task lists in multiple ways
- Grant task approval rights to specific people
- Receive instant email notification whenever a task is updated
- Manage projects effectively!
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Podium Customization
Podium was designed to be customized to very different business needs. The first version of Podium was used to build P3PL, a warehouse management system that runs the core business processes of ProPack, a 3rd party logistics provider in Blaine, WA. We then built a time and billing system for our internal use, a crane quoting system, several small "mini-applications" and most recently, a crew time and job ticket management solution.
Podium Screenshots:
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