Build a Podio CRM in no time!
4.0 (26 ratings)
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Build a Podio CRM in no time!

Complete guide to designing and creating your own personalised CRM system, with workflows to automate your work.
4.0 (26 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
1,200 students enrolled
Last updated 10/2016
English
Price: Free
Includes:
  • 1 hour on-demand video
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
What Will I Learn?
  • Design and create their own CRM applications in Podio
  • Have a head start at further automating their apps in Podio
View Curriculum
Requirements
  • You need no basic knowledge, except for how to start your browser
Description

Finding the best Customer Relationship Management software out there isn't easy. It took me years while working with customers of MrFlow to work my way through 50 products, only to find:

  • The software becomes way too expensive when you want to start using the cool features
  • It isn't able to provide the 10% of functionality my company needed specifically. 

Luckily, we at Mrflow have found Podio and quickly became one of it's 500.000 customers. We build most of our customer's back-offices from a Podio standard now. We've become a Citrix (Podio) Solutio Advisor, and have created this course to teach you how to design and create your own custom CRM in no time. 

You will learn:

  • About the structure and pricing of Podio to be able to scale your back-office right away
  • Setting up your own customers app
  • Setting up an organizations app that has a relation to the customers app, and more about relationships
  • All Podio's great features like 'email to item', 'webforms', 'views' and 'reports'
  • Basic workflows that make working with Podio so very cool
  • Extended workflows with Globiflow, which enables you to COMPLETELY automate your back-office
  • And of course many links and tips to get you started or where you can find more extensive help if you might need it.
Who is the target audience?
  • This course is for people who are just starting or have been on a search for a great Customer Relationship Management tool
  • It's for Students who find all of the standard CRM systems don't meet your personal demands
  • Students who find all of the standard CRM systems or are too expensive
  • Students who are eager to learn our Podio design standards and best practises
  • This course is not for you if you want to completely automate your existing Podio back-office using Globiflow
  • This course is not for you if you are looking for a plug&play and standardised CRM solution
Compare to Other Courses
Curriculum For This Course
9 Lectures
01:10:36
+
Why Podio beats the rest!
1 Lecture 02:08
Introduction
02:08
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The basics of Podio
2 Lectures 07:46

Podio was built for teams, so it's good to get to know the underlying structure to scale your back-office later on. 

The basics of Podio
01:59

Podio's pricing is very acceptable, but if you are going to build a completely automated back-office you should know what price increments lie ahead. Also, we'll quickly setup your account. 

Podio pricing and setting up your account
05:47
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Creating your first app
2 Lectures 30:51

Building your first app in no time!

Create the customers app
19:52

Multiple apps come in handy, especially when you relate them. We'll create an app that holds all organisation info of your customers. I'll also show you an example of a more complex usage of relationships. 

Organisations app and relationships between apps
10:59
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Powerful features of Podio
1 Lecture 15:33

Let's get into some powerful features that will allow you to connect Podio into other applications, or to make your Podio experience quicker and better. We'll look at:

  • Email to app
  • Webforms
  • Filters & Views
  • Reports
  • Export & Import
  • Tasks
  • Ratings
A list of features
15:33
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Workflows
2 Lectures 13:03

I'll take you through some basic workflows of Podio, that you can start using today. 

Basic Workflows
05:48

The true power of any CRM lies in automation, let the software really work for you. This lecture will show you how to automate the 'email customer after new order' workflow completely. 

Extended workflows using Globiflow
07:15
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Final thoughts
1 Lecture 01:15
Useful links
01:15
About the Instructor
Mr. Felix Lepoutre
4.0 Average rating
26 Reviews
1,200 Students
1 Course
Podio designer and builder with Mrflow.co

I've been designing and building back-offices since i was 19 years old. In 2004 i founded one of the pre-ludes to wordpress called Sitemaken.nl, with over 400 customers. My love for online has started far before that, and has remained strong since i first saw a computer.

Now at age 32, i help small and larger businesses find the right software for all their back-office needs like CRM, Invoicing or Customer Ticketing.  

Mrflow builds backoffices for small to large organisations, and we like to look at back-offices as eco-systems of apps. Many organisations start out with a bundle of apps, and in stead of migrating all of their mail, contacts and todo's to other apps later on, they'll want to connect these apps through API's to create a powerful eco-system. Podio lies at the core of any eco-system at MrFlow.co.