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.
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.
14 toolsSchedule approved prospect follow-up texts at the chosen time.
Your follow-up texts are scheduled for the time you choose, and the contact shows what went out or why a text was held.
Prepare first contact emails grounded in a prospect's account history.
Your reps get a tailored first email draft and a clear reason to reach out, ready to review on the prospect's contact.
12 toolsFind likely buyers at qualifying accounts before starting conversations.
Get a business contact list that fits your buyer profile, with source links and clear flags for matches you should review.
4 toolsFind target accounts and contacts before opening sales conversations.
Your prospecting plan gets a sourced shortlist of companies and contacts, with repeats removed and gaps flagged before outreach.
5 toolsShow 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.
12 toolsRefresh prospect roles before starting sales conversations.
Your outreach queue gets confirmed title and employer updates before outreach, while disputed profiles go to contact owners for review.
Flag date or term fixes before you send a customer quote.
Your quote approvals come with a clear decision, and rejected quotes show the date or terms change needed before resubmission.
4 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.
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.
Show which prospect messages matched the approved copy.
Your outreach email tracking shows what your team actually sent, with approval mismatches assigned to your sales lead for review.
5 toolsFind operating accounts that fit a target buyer profile.
Get a B2B sales lead list built around your sector and buyer profile. Review fit reasons and source links before outreach.
