AI-Agents for Account Managers in Client Services 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 new project proposals from client requests and approved rates.
You get a business proposal draft with costs tied to your service rates and open questions ready for your review.
29 toolsList changes between a supplier's quote and your signed client agreement.
See where a revised supplier quote differs from your signed customer agreement before you decide whether to approve it.
12 toolsTrack labeled client follow-ups as shared tasks, once per thread.
Your marked Gmail conversations become shared Notion tasks, and finished work leaves your labeled inbox.
12 toolsPrepare client proposals from discovery notes and approved costs.
Your business proposal starts with your call recap and lands in your proposal workspace as a draft with the pricing you approved.
10 toolsAcknowledge client messages when their usual account contact is away.
Customers get a reviewed reply while their usual contact is away. Urgent requests reach the teammate covering for them.
14 toolsPut the client's submitted scope file on the quote for review.
Your quote approver can review the client's scope beside the draft quote, with the uploaded file attached from the scope form.
9 toolsDraft client proposals from account needs 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 client follow-up texts and see what was actually sent.
Your follow-up texts are scheduled for the time you choose, and the contact shows what went out or why a text was held.
Put a customer reply draft in your chat for review.
Get a reply draft in your private chat when a customer texts your work number, with a link to the conversation for context.
15 tools
