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 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 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 toolsRecord the proof revision sent to each client reviewer.
Your team gets a dated record of which proof revision went to each reviewer, even as work on the board moves forward.
6 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 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 toolsFill company gaps before reaching out to new prospects.
Get fuller company accounts before outreach, with a clear review task for your rep when the employer or facts need a decision.
19 toolsSee which buyer order details need correction before signature.
Know whether a buyer order matches your sales quote before the quote goes out for signature.
13 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 toolsSchedule 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.
5 tools
