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Working with Podio as a Free CRM


In Part 1 of a three-part tutorial, we'll show you the basics of creating a Podio account, give a brief tour of the features, and create a workspace for managing contacts.




In Part 2 of our Podio tutorial for real estate agents we take a quick look at the internal mail system within Podio, go over adding all of the custom fields to your contact manager, and how to import all of your contacts from an excel file. Also, we cover the task management system, which allows you to add tasks that you can sync to your google calendar.



In Part 3 of our Podio tutorial you will learn how to customize your database and what some of those custom fields might be. You will also learn the power of filtering your data and how to use web forms to collect prospects data online.