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.
Record first prospect emails and surface follow-ups you still owe.
Your CRM shows when a rep first emailed a lead and whether follow-up is owed, with uncertain matches sent to the rep for review.
Rank new client prospects against the team's target profile.
Get a ranked B2B lead list from a profile you email, with company fit, available work contacts, and links your team can review.
Prioritize decision makers at companies worth approaching.
Get a ranked sales lead list from an emailed target account profile, with available work contact details and source links.
Find current contacts at target companies for new business.
Get a sales lead list with public profile links and role-fit notes when you email the companies and titles you want researched.
Surface new businesses to review for client outreach.
Get a shortlist of sales leads for your target segment, with source links, signs of current activity, and published contact routes.
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.
Rank new client prospects against the target customer profile.
Get a ranked sales lead list on your target profile, with a reason each company fits and accounts your team already works left out.
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.
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.
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.
Build a sourced list of companies in the chosen market.
Get a B2B prospect list that fits your target market, with business websites, public contact details, and source links ready to review.
Find businesses and decision makers in each new territory.
Your prospecting plan gets a sourced shortlist of companies and contacts, with repeats removed and gaps flagged before outreach.