AI-Agents for Account Executives in Request Intake working with Podio
Check requests, collect missing files, open approval tasks. 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 toolsAdd qualified account contacts to outreach without repeat entries.
Get qualified contacts into your outreach register, with duplicates and rows needing review clearly marked on the prospect sheet.
11 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 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 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 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 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 toolsPut 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.
