Archive
Podio & Tape
-
Podio CRM for a scaling solar installation company
A long-term Podio partnership: leads, sales, installation tracking and automated customer updates for a growing US solar installer.
-
smrtPhone & workflow automation for a real estate Podio CRM
smrtPhone calls, texts and recordings logged automatically against the right lead in an existing Podio CRM.
-
Podio CRM rebuild — new sales app & automation suite
An outgrown Podio CRM rebuilt from the ground up with a new sales app and a full automation suite.
-
Real estate KPI & operations dashboard
A real-time KPI and operations dashboard on top of a real estate Podio CRM.
-
Real estate investor CRM & lead engine
A CRM and outreach engine for cash home-buying companies — from list building and skip tracing to qualified leads and KPI tracking.
-
UTM tracking → Podio CRM lead attribution
Standardised UTM tracking across YouTube, PPC and the website, connected straight into Podio so every lead arrives tagged with its true source.
-
Podio to Xero custom API integration (replaced Zapier)
A direct Podio–Xero integration that replaced Zapier and pushes contacts and invoices in real time.
-
Two-way Xero ↔ Podio integration (no third-party tool)
A native, two-way sync between Podio and Xero with secure OAuth2 authentication built into a Podio app.
-
Orion DataBridge — Gravity Forms to Podio plugin
A WordPress plugin that sends every Gravity Forms submission to Podio in real time — with a no-code field-mapping screen.