AI-Agents for Business Development Managers in Approvals working with Podio

Turn discovery recaps into proposals for new client work.

Your business proposal starts with your call recap and lands in your proposal workspace as a draft with the pricing you approved.

Works with10 tools

Start outreach to approved prospects with a timely, tailored first email.

Your personalized email outreach reaches buyers while their interest is fresh, and your sales lead sees the sends and skips.

Works with8 tools

Send approved first contacts to prospective clients across team windows.

Your first-contact emails go out across your team's send windows, with opt-outs checked and a dated ledger of the results.

Works with7 tools

Launch approved introductions to new business prospects.

See first outreach emails queued for your send window, with a clear reason for every prospect left out.

Works with5 tools

Draft proposals for new client work from deal requirements.

Your client proposal starts as a draft in your chosen template, with the buyer's needs and approved prices ready for your review.

Works with14 tools

Draft first emails for new business contacts from account notes.

Your reps get a tailored first email draft and a clear reason to reach out, ready to review on the prospect's contact.

Works with12 tools

Identify contacts at target companies for new business outreach.

Get a business contact list that fits your buyer profile, with source links and clear flags for matches you should review.

Works with4 tools