AI-Agents for Account Executives in Evidence Checking working with Podio
Check purchase facts, compare invoices, request missing proof. Every one is ready to run, and you can adjust it in plain language.
Find 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 toolsAdd the approved scope version to your client's draft quote.
Your draft quote carries the scope version your team signed off, so approvers can review the right file.
15 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 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 toolsKeep the latest client scope beside quotes awaiting approval.
Your quote approver can review the latest client scope beside the proposed terms, with differences called out before they decide.
8 toolsSee which buyer order details need correction before signature.
Know whether a buyer order matches your sales quote before the quote goes out for signature.
13 toolsAdd verified buyer contacts and tailored messages to a campaign.
See verified leads and tailored messages in your paused campaign, ready for review before outreach begins.
22 toolsPrepare first contact emails grounded in a prospect's account history.
Your reps get a tailored first email draft and a clear reason to reach out, ready to review on the prospect's contact.
12 toolsFind likely buyers at qualifying accounts before starting conversations.
Get a business contact list that fits your buyer profile, with source links and clear flags for matches you should review.
4 toolsFlag date or term fixes before you send a customer quote.
Your quote approvals come with a clear decision, and rejected quotes show the date or terms change needed before resubmission.
4 tools
