AI-Agents for Account Executives in Sales Operations working with Podio
Log replies, send outreach emails, book lead meetings. 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 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 toolsSurface matched company contacts for the next outbound push.
Get a sourced list of prospects for the markets your team wants to reach, with fit notes in your spreadsheet for outreach decisions.
11 toolsIdentify fitting accounts and relevant buyers for new territories.
Get a territory sales lead list with fit evidence and a suggested buyer. Your current customer list helps keep existing accounts out.
8 toolsIdentify new contacts at companies that match the buyer profile.
Get new sales prospects in your sheet each weekday, with profile links and notes that explain why they fit your chosen criteria.
7 toolsFind new buyer contacts without repeating accounts already in play.
Get a prospecting list with qualified contacts, source links, and a clear account of duplicates or gaps.
9 toolsPrepare a sourced list of businesses to approach in a chosen area.
Get a sales lead list for your chosen industry and area, with source links and published contact details for businesses that fit.
10 toolsFind new local business prospects for account outreach.
Get fresh local leads in your prospecting sheet every Monday, with available public contact details and Google Maps links for your team to review.
7 toolsIdentify decision makers at target accounts and show how to reach them.
Get a short list of likely buyers at your target companies, with role context and public contact routes in your prospecting sheet.
6 toolsDraft a first email connecting a target account's priorities to the offer.
Get a targeted outreach email shaped around your prospect's role and company priorities, with the opening explained before you send it.
38 toolsAnswer prospect replies and flag the conversations ready for a meeting.
Get a relevant reply when the next step is open, plus a task that tells your rep what the prospect said and what comes next.
23 tools
