Simpro and Podium
Grow Your Business with the Simpro and Podium Integration
Generate and convert more leads, faster
The Simpro-Podium integration simplifies your business's funnel through enriched two-way customer communications and AI-powered tools.
Step up with Podium
Podium is a platform designed to help businesses connect and engage with customers through streamlined messaging. It simplifies tasks like following up on quotes, sending job reminders, chasing invoices, and collecting Google reviews all via the power of two-way SMS. With AI-generated summaries of quotes and jobs, Podium boosts efficiency, saves time, and helps scale your business effortlessly.
Quote notification & follow-up
Notification sent to the customer and a follow-up on quote(s) yet to be accepted.
Invoice notification & follow-up
Notification sent to the customer and a follow-up on invoice(s) yet to be paid.
Job scheduled & reminder
Notification sent to the customer and a reminder sent before the appointment time.
Review invite & targeted follow-up
Automated review invite sent on job completion. Marketing message sent post-job.
AUTOMATE AND GROW
"When your software systems don’t integrate deeply, and communication with customers is one way, everything slows. It becomes harder to turn inquiries into revenue and nearly impossible to scale efficiently. Disconnected and poorly integrated systems create more manual work, missed opportunities, and poor customer experiences. Podium's Simpro integration changes that, making it easy to streamline workflows and unlock the power of cutting-edge AI tools helping your business to win every day.
Quote Automations
Automate quote notifications and follow-ups via text to reach customers faster, bypass email spam filters, and close more deals.
Job-Related Automations
Send text notifications for job scheduling, appointment reminders, invoice updates, and more to reduce phone tag, boost team efficiency, and enhance the customer experience.
Sync Rich Customer Data
Two-way syncing with Simpro and Podium ensures every customer interaction via text, phone call, and voicemail is visible in Simpro customer notes and Podium contact attributes.
AI Summaries & Lead Writeback
Streamline your workflow with AI-powered quotes and job summaries. AI lead writeback qualifies leads and sends the right information to Simpro, eliminating manual data entry and helping you move quickly to convert leads into quotes or jobs.
An Integrated Phone System
Answer every call fully prepared. Know who’s calling, see their recent activity in Simpro, and greet customers by name—staying one step ahead from the moment you pick up the phone.
