FAQs
Answers to the questions businesses ask most before working with us on their Podio system.
Topic
- Getting StartedGetting Started
- PricingPricing
- Integrations & AutomationIntegrations & Automation
- Your Podio SystemYour Podio System
- Customer SupportCustomer Support
Getting Started
Common questions about how to begin with our system, setup requirements, and the best way to maximize its features.
What does a Podio consultant do?
We review how your business runs, design the right Podio structure (workspaces, apps and workflows), then build, automate and support it, so Podio fits your process instead of the other way around.
How do we get started?
Book a free consultation. We talk through your workflows, current tools and goals, then recommend a scope and timeline for your Podio system.
Do you only work with real estate businesses?
Real estate investors and wholesalers are where we go deepest, but we also build Podio systems for finance, healthcare, construction and consulting teams.
How long does a build take?
A focused setup can go live in days; a fully custom, multi-workspace system with integrations typically takes 2–4 weeks. We give you a clear timeline after the first call.
Pricing
How our projects are priced, what is included and who owns the finished system.
How much does a Podio project cost?
Pricing depends on the scope and complexity of your project. We offer both hourly and fixed-price models and give you a tailored quote after the first call.
Is the first consultation free?
Yes. The first discovery call is free. We use it to understand your workflows and tell you honestly what we would build.
Do I keep my own Podio account?
Yes. Your system is built in your own Podio account, so your Podio subscription and data stay in your name. Our fees cover the consulting, build and support work.
Do I own the system you build?
Completely. You own the system, the data and the workflows.
Integrations & Automation
How we connect Podio to your other tools and automate the repetitive work.
Can you connect Podio to the tools we already use?
Yes: dialers, marketing platforms, e-signature, accounting and thousands of other apps via Make, Zapier and the Podio API. If it has an API, we can connect it. See our Podio integrations.
What can you automate in Podio?
Repetitive work such as follow-ups, task assignments, status updates and notifications across SMS, email and calls, so nothing gets forgotten.
Which automation tools do you use?
Podio workflows, Make, Zapier and direct API integrations. We choose whichever is most reliable and maintainable for your setup.
Can you connect Podio with GoHighLevel?
Yes. If your marketing runs in GoHighLevel, we can connect it to Podio so leads and updates flow between the two systems.
Your Podio System
What we build, fix and improve inside your Podio account.
What if we already have a Podio setup that is a mess?
That is a lot of our work. We audit what you have, fix what is broken and rebuild the parts holding you back, without starting from zero unless you want to.
Can you migrate our data from spreadsheets or another CRM?
Yes. We map your existing data to the new structure, clean it up and import it into Podio accurately, so nothing is lost. See Podio implementation & migration.
Can you build custom apps and dashboards?
Yes. We design custom Podio apps, views and dashboards so you can see every lead, deal and task in one place.
Is Podio still a safe platform to build on?
Yes. Podio is a mature, stable platform trusted by thousands of businesses. Because your system is built inside your own Podio account, you own it outright.
Will our team be trained on the new system?
Yes. We roll out in a structured way and onboard your team so adoption actually sticks.
Can the system grow with our business?
Yes. We stay on to optimize, add automations and evolve the system as your business grows.
Customer Support
Get the help you need with 24/7 support options, including tickets, live chat, and one-on-one assistance.
What support do you offer after launch?
We stay on after go-live to troubleshoot, optimize and add new automations as your business grows.
Can you take over support for a system someone else built?
Yes. We audit what you have, fix what is broken and keep improving it from there.
How do I contact support?
Existing clients can book a support meeting or submit a support ticket. Our team responds during business hours.
Get the Clarity You Need
Whether you are planning a new system, need a walkthrough or require support, we are here to help. Choose an option below to take the next step.
Not Sure Where to Start?
Tell us about your workflows and we will recommend the right approach for your Podio system.
Personalized Guidance
Book a free consultation with a Podio expert to talk through your workflows and goals.
Need Help or More Info?
Access our Help Center to explore guides, FAQs, and expert support options.