AI-Agents for Account Executives in Handoffs working with Podio

Schedule first emails to approved accounts without repeat outreach.

See first outreach emails queued for your send window, with a clear reason for every prospect left out.

Works with5 tools

Draft 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.

Works with14 tools

Show which ad leads are ready to contact and create follow-up tasks.

Your sales team gets ad leads with clear owners and follow-up tasks, while leads with missing details go to your chosen review owner.

Works with12 tools

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.

Works with

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.

Works with