AI-Agents for Account Executives in Data Export working with Podio
Create CSV files, export reports, email requested data. Every one is ready to run, and you can adjust it in plain language.
Find the strongest buyer matches before starting new conversations.
Your saved prospect search becomes a ranked lead list in a spreadsheet after you email its link.
12 toolsSend tailored first emails to local prospects for new deals.
Get a local lead list showing which first emails went out, who was skipped, and when messages were sent, right in your request thread.
6 toolsFind likely buyers at companies that match the sales brief.
Get a ranked B2B lead list from a profile you email, with company fit, available work contacts, and links your team can review.
7 toolsFind people to approach at accounts that match the sales brief.
Get a ranked sales lead list from an emailed target account profile, with available work contact details and source links.
7 toolsFind current prospects at named accounts for deal research.
Get a sales lead list with public profile links and role-fit notes when you email the companies and titles you want researched.
7 toolsFill company gaps before reaching out to new prospects.
Get fuller company accounts before outreach, with a clear review task for your rep when the employer or facts need a decision.
19 toolsRefresh prospect roles before starting sales conversations.
Your outreach queue gets confirmed title and employer updates before outreach, while disputed profiles go to contact owners for review.
Build a ranked account list for territory outreach.
Get a ranked small business or healthcare lead list for your territory. See contacts, sources, and reasons to prioritize each account.
Review prioritized prospects with buyer roles and source links.
Get a campaign lead list with likely buyers and the signals behind each priority. Your team can review the sources before outreach.
