Post

4 followers Follow
1
Avatar

How to build the perfect CRM for Podio (API)

Anyone having knowlegd about building the perfect CRM for Podio with the API?

Christoffer Tellefsen Answered

Please sign in to leave a comment.

4 comments

0
Avatar

Can you elaborate?  For us the perfect CRM is to use Podio directly to build it... :)

Patrick Steil 0 votes
0
Avatar

Thank you for your quick answer.

We are trying to build the crm apps for our company but I have a hard time building it.

We are a course and project center and I'm struggling with the following problems: 

  1. Then the event is done. How the mark it closed and delete it from the reports?
  2. We are dealing with both companies and individuals and I do have some problems with this.
  3. And I think I'm looking for some exsampels and good ideas to build the best overview and more intuitive CRM in Podio.

I do like the system but I'm just looking for a simpel solution to solve our needs. Do you have some ideas?

Christoffer Tellefsen 0 votes
0
Avatar
  1. Use categories, i.e. 'status' (open, closed, archived, etc.)
  2. What's the problem?
  3. Have you tried some apps from the market?
Stephan Vierkant 0 votes