Build a Podio CRM in no time!

🎉 Build a Podio CRM in no time! 🌟

Course Headline:

Complete guide to designing and creating your own personalised CRM system, with workflows to automate your work.

Are you tired of the endless search for the perfect Customer Relationship Management (CRM) software that fits your business like a glove? 🤔 You're not alone! After years of exploration and testing over 50 CRM solutions while managing customers at MrFlow, Felix Lepoutrec discovered the pain points all too well. High costs for essential features and one-size-fits-all software that just didn't meet the unique needs of his company were common issues.

But then came the game-changer: Podio! 🚀 As one of Podio's 500,000 users and a Citrix (Podio) Solutio Advisor, Felix has mastered the art of crafting custom back-offices using Podio. Now, he's ready to share his expertise with you through this comprehensive online course.

Why Choose Podio for Your CRM? 🆘

• Flexibility & Scalability: With Podio, you can start small and expand as your business grows without breaking the bank.
• Customization: Tailor the CRM to your specific needs, ensuring that every aspect of your customer management is covered.
• Integrated Features: Leverage Podio's robust features like 'email to item', 'webforms', 'views', and 'reports' to streamline your workflow.
• Automation: Discover how to implement basic and extended workflows with Globiflow to automate repetitive tasks and enhance efficiency.

Course Highlights:

• Understanding Podio Structure & Pricing: Learn how to scale your back-office effectively without overspending.
• Setting Up Your CRM: From creating a customer app to setting up an organizations app, you'll understand the intricacies of relationships within Podio.
• Exploring Podio Features: Get hands-on experience with email to item, webforms, views, and reports to manage your data effectively.
• Implementing Workflows: Understand how basic workflows can improve your daily operations and explore the power of automation with extended workflows using Globiflow.
• Resources & Tips: Benefit from numerous links and tips that will guide you through setting up your CRM or help you further your learning journey.

What You'll Learn:

1. 🏢 Podio Structure & Pricing: Master the Podio ecosystem, understand its pricing model, and scale your operations accordingly.
2. ⚙️ Setting Up Apps: Craft your own customers app and learn how to create an organizations app that's interconnected with your customer data.
3. 🤝 Relationships: Explore the power of relationships within Podio to enhance your CRM functionality.
4. ✨ Podio Features: Get familiar with email to item, webforms, views, and reports to make data management a breeze.
5. 🤖 Workflows & Automation: Implement basic and advanced workflows using Globiflow to automate your back-office processes.
6. 🔗 Additional Resources: Access valuable resources and tips for setting up your CRM or deepening your Podio knowledge.

Enroll now and transform the way you manage customer relationships with a tailor-made Podio CRM system! 📈🚀