AI-Agents for Account Executives in Handoffs working with Podio
Pass on decisions, carry revision notes, open supplier setup. Every one is ready to run, and you can adjust it in plain language.
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 toolsFind 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 toolsDraft prospect replies using deal history and approved terms.
Your sales email reply draws on the conversation and current deal, with uncertain promises marked for your review before sending.
9 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 toolsReach approved buyers with a first email tied to their interest.
Your personalized email outreach reaches buyers while their interest is fresh, and your sales lead sees the sends and skips.
8 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 toolsReach new prospects with approved copy and see which emails went out.
Your first-contact emails go out across your team's send windows, with opt-outs checked and a dated ledger of the results.
7 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 toolsAdd rejected client proposals to your task list with the reviewer's reason.
Your proposal owners get a revision task in their task list. They can open the proposal and see the reviewer's reason when provided.
13 tools
