AI-Agents for Account Executives working with Podio
Podio is a collaborative work platform that's perfect for managing projects, teams, and anything else in your business that needs flexible apps that work the way you do.
Find 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 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 toolsFlag quote concessions that differ from the buyer's email.
See whether a negotiated quote matches the customer's written agreement before it goes to the buyer, with a clear explanation when terms differ.
10 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 toolsShow first contact and follow-ups for leads in your pipeline.
Your CRM shows when a rep first emailed a lead and whether follow-up is owed, with uncertain matches sent to the rep for review.
11 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 tools
