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Podium

by Podium

Last updated Mar 29, 2026 · 1 revision

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About This Product

AI-powered customer interaction platform for HVAC and service businesses with 10-500+ employees. Unified inbox for SMS, webchat, and social messaging with text-based payments. AI lead response ensures no inquiry goes unanswered. Integrates with ServiceTitan and Housecall Pro. From $399/month.

Capabilities

How this product is delivered and what's included out of the box.

Mobile app
Available
Free trial
No
Free tier
No
Public API
Yes
Deployment
Cloud

Trust & Privacy

Each statement below was extracted directly from the vendor's privacy policy or terms of service. Click "source" to read it in context.

Trains AI models on your data

"We may also create inferred or derived data, such as a summary of information included in content processed by our artificial intelligence features."
Confidence: high Source

Shares data with third parties

"Podium does not “sell” personal information in the traditional sense. We do, however, provide personal information collected on and activity from the marketing pages of our Website to third parties for the purpose of displaying advertisements for Podium to you on other platforms (otherwise known as “targeted advertising” or “cross-context behavioral advertising”)."
Confidence: high Source

Data export available on request

"If you are a Client or Authorized User, you may access, change, or correct certain Podium account information at any time by logging into your account."
Confidence: medium Source

Data deletion honored on request

"Clients wishing to delete or exercise other choices about the Customer data Podium processes on their behalf in a service provider/processor capacity may do so by submitting a request"
Confidence: medium Source

Primary policy document: https://podium.com/privacy

FSH Score Breakdown

Ease of Use
6.5
Features
8.0
Support
5.0
Value
4.0
Integrations
8.0
AI Capabilities
1.5

Customer Reviews

Features

154 features confirmed across 12categories· Showing confirmed capabilities only

Customer Communication48features

AI ConciergeAI ConciergeAssign Messages to Team MembersInternal mentions with @ taggingAvailability Status (BLF)Availability status (Busy Lamp Field)Call Flip To TextSwitch to TextCall Flow AutomationMenu Option VisibilityCall ParkingCall parkingCall RecordingCustomizable Call Recording AnnouncementCall RoutingMultiple Conversation Assignees
Show 40 more
Call Search and FilteringConfigurable Call Page Default FiltersCarrier Calling For Mobile SoftphoneCarrier Calling for Mobile SoftphoneContact Card AutomationContact card automationCustomer SupportBranded Chat WidgetCustomizable Desk Phone ButtonsCustomizable desk phone buttonsEmail IntegrationShared Team InboxHelp Desk And TicketingMy Support Cases DashboardIndividual Voicemail InboxesIndividual Voicemail InboxesInstant Text Message Responses To LeadsWebsite Contact FormsMissed Call Text BackAuto-reply for missed callsMissed Calls And Voicemails Email NotificationsMissed Call & Voicemail Email NotificationsNotificationsWarranty expiration bulk textsOmni-Channel InboxSocial MessagingVoIP Phone SystemSoftphones (App)Automated Status UpdatesSend reminders for upcoming Housecall Pro appointmentsDesk Phone Assignment with Personalized VoicemailDesk phone assignment with personalized voicemailAI Chat ReceptionistAvailable as an AI Employee add-on to any plan.AI ReceptionistAvailable as an AI Employee add-on to any plan.Automatic STIR/SHAKEN VerificationCall Participant Addition on MobileCascade RingExpanded Ring-All Groups (up to 25 phones)Centralized Conversation ManagementChat History and SearchCordless Phone SupportFAQ AutomationIn-App Customer MessagingIntegrated Caller IDMention Notifications and Dedicated ViewSequential Or Simultaneous Call ForwardingSmarter Email ThreadingSoftphone AppSoftphone Status MonitoringTeam MessagingUnlimited One-to-One Text MessagesDual Path Audio ControlDual-Path Audio ControlExplicit Opt-In For Marketing TextsExplicit opt-in for marketing texts after WebchatMMS Messaging ServiceFacebook Messenger IntegrationFaxUnified Messaging InboxUnified inbox for calls, texts, emails, and third-party leads

CRM & Sales35features

CRMAdvanced Audience SegmentationBulk Message Audience Filter ExposureAI Assisted MarketingAI communicationsAutomated Customer Touchpoints And SequencesCustomer RetentionCall PopCall PopContact ProfilesContact ProfilesGoogle ReviewsGoogle Reviews for Inbound CallersInactive Contact CleanupInactive contact cleanup
Show 27 more
Instant Web Lead Parsing And Follow UpPodium Email Lead DetectionIntelligent Review RoutingDirect review site routingMarketing ToolsDrip CampaignsBulk Location ManagementLocation-filtered bulk message listAuto Detect Review SiteDirect review site redirectionAI Lead ScreeningAvailable as an AI Employee add-on to any plan.AI Website BuilderAutomated Review RequestsAvailable as an AI Employee add-on to any plan.Automatic Contact Profile IdentificationAutomatic Lead Source AttributionCase ManagementMultiple Conversation AssigneesContact ImportEmail CaptureHot Leads ListKeyword-Based List BuildingMarketing SegmentationReview Monitoring Across Multiple SitesReview Site IntegrationSMS and Email MarketingAutomated Customer TouchpointsStreamlined messagingGoogle Business Profile ManagementAvailable as an AI Employee add-on to any plan.Dedicated Success ManagerDedicated customer success managerReview Collection and Response AutomationAutomated review requests and responsesAd Performance And ROAS TrackingCampaign reportsInteraction HistoryConversation history trackingSales Automation24/7 AI lead responseCustomer and Site Data Management with One-Touch Setup

AI & Automation34features

AI Agent Custom InstructionsConfigurable FAQs for AI contextAI Agents for Engagement, Qualification, and ConversionAI CSR for HVACAI Automation SummaryCall Sentiment SummaryAI EmployeeAI EmployeeAI Employee for Automated Lead Response and Appointment SettingAI lead response in under 1 minuteAI Employee SourcesAI Employee SourcesAI Powered Review Response AutomationAI Reputation SpecialistAI SupportVoice AI
Show 26 more
AI TranscriptionNote Taker mode for Voice AIAutomation RulesAutomation AlertingAI Follow-Up TasksAI proactive follow-up for repeat businessAutomatic AI RepliesAutomatic AI RepliesCall SummarizationAI-Generated Call SummariesAI CallingAI Employee Mobile Monitoring ViewAI Generated Call TranscriptsAI Note Taker ModeNote Taker Mode for Voice AIAI Powered Marketing Automation for Customer EngagementAI Powered Video Call AnalysisAI Review ResponsesAvailable as an AI Employee add-on to any plan.Dynamic AI Escalation AssignmentDynamic AI Escalation AssignmentExplainable AIFeedback for Voice AI CallsMulti-Channel AI OutreachVoice AI Natural Background SoundsVoice AI with Customizable Hold TimesAI Generated Response DraftsMobile AI-suggested response editingAI Generated Call NotesAI-generated call notesAI Employee Escalation RoutingAI escalation routingAI Feedback AnalysisFeedback for Voice AI callsAI Enhanced PlaybooksCustomized playbooksAI Customer Service RepAI Agents for SalesAI Sales ConsultantAI Automation for Scheduling

Platform & Customization12features

Multi-LocationMulti-Location ManagementBulk Record Update And DeleteInternal note deletionCustom Email AddressCustom Podium Email AddressData ExportContact export to CSVDesktop AppDesktop AppShared Team AccountTeam AccessTeam CollaborationTeam Collaboration with MentionsBrowser ExtensionsPodium Pass Chrome extension
Show 4 more
@Mentions in NotesChange Log for New Features and Bug FixesField Data IntegrationCustom TemplatesDirect editing of referenced FAQs

Reporting & Analytics6features

AnalyticsReporting & AnalyticsReportingCustomer feedback surveysCall InsightsPhones reporting tabBreadcrumb TrackingWebsite Click-Path HistoryNet Promoter Score (NPS) TrackingText-based surveysConversion and Response Time MetricsLead conversion optimization

Technician Management6features

Call Monitoring & CoachingCall RecordingOnboardingBusiness Account DashboardBulk Applicant MessagingLocation-filtered Bulk Message ListAgent ScorecardsAI scorecardsAutomated Sourcing And Nurture Campaigns

Scheduling & Dispatch4features

SchedulingAvailable as an AI Employee add-on to any plan.Email to Job ConversionWrite a Customer Note in Housecall Pro after a voicemail is received in PodiumOnline BookingAvailable as an AI Employee add-on to any plan.Email & Calendar SyncAll-in-one Inbox

Mobile & Field Tools3features

Label GenerationLead generationLink Notes And Photos To Customers, Sites, Work Orders, Or EquipmentMentionsTechnician Mobile AppMobile app for iOS and Android

Invoicing & Payments2features

Payment ProcessingMobile PaymentsDedicated Payments Window

Equipment & Asset Management2features

Remote MonitoringSoftphone status monitoringAlertsPaging

Accounting Integration1feature

Job CostingMention completion tracking

Compliance & Safety1feature

Healthcare Privacy Mode

Integrations 19 across 6 categories

CRM 5
HubSpot

HubSpot

Podium
Reynolds and Reynolds Focus

Reynolds and Reynolds Focus

VinSolutions

Vinsolutions CRM

Zendesk

Zendesk

Field Service 4
Housecall Pro Native
Service Fusion
ServiceTitan Native
Workshop Software
Marketing 4
Facebook

Facebook

Google Business Profile

Google Business

Google Reviews

Google Reviews

Instagram

Instagram

Industry-Specific 3
CDK Drive
Clio
Mindbody
Communication 2
Gmail

Gmail

Outlook

Outlook

eCommerce 1
Shopify

Shopify

Pricing

Related Products 4 across 2 categories

Alternatives & Competitors

Birdeye Evidence-backed Good
Birdeye Inc. Good match
Why these are related — sources 3
  • birdeye.com

    “Birdeye vs Podium Learn more about why customers choose Birdeye over Podium”

  • reviewdingo.com

    “Both Birdeye and Podium do a pretty good job managing single locations. However, when it comes to managing multi-location enterprises, Birdeye shines. In my opinion, Podium is better suited for single-location businesses.”

  • podium.com.au

    “Top 6 Reasons to choose Podium vs. Birdeye”