AI-Agents for Account Managers in Handoffs working with Podio
Pass on decisions, carry revision notes, open supplier setup. Every one is ready to run, and you can adjust it in plain language.
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 toolsDraft client replies about an open deal's scope and price.
Your sales email reply draws on the conversation and current deal, with uncertain promises marked for your review before sending.
9 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 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 toolsPut 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
