AI-Agents for Account Executives in Client Services working with Podio
Podio is a collaborative work platform that's perfect for managing projects, teams, and anything else in your business that needs flexible apps that work the way you do.
Turn prospect briefs into priced proposal drafts for review.
You get a business proposal draft with costs tied to your service rates and open questions ready for your review.
29 toolsDraft buyer proposals from call recaps and approved pricing.
Your business proposal starts with your call recap and lands in your proposal workspace as a draft with the pricing you approved.
10 toolsAttach the client's scope before the quote reaches approval.
Your quote approver can review the client's scope beside the draft quote, with the uploaded file attached from the scope form.
9 toolsRecord the proof revision sent to each client reviewer.
Your team gets a dated record of which proof revision went to each reviewer, even as work on the board moves forward.
6 toolsReopen review when a client's proposal changes after a decision.
Your delivery manager sees changed proposal terms and a pending review before the team moves forward.
11 toolsDraft buyer proposals from deal notes and approved prices.
Your client proposal starts as a draft in your chosen template, with the buyer's needs and approved prices ready for your review.
14 toolsSchedule approved prospect follow-up texts at the chosen time.
Your follow-up texts are scheduled for the time you choose, and the contact shows what went out or why a text was held.
Put the latest client scope beside each draft quote for review.
Keep the latest client scope beside draft quotes, so your approver can review both documents together before approval.
