AI-Agents for Lead Generation Specialists 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.

Export Lead Lists

Export and deduplicate leads from a saved people search.

Your saved prospect search becomes a ranked lead list in a spreadsheet after you email its link.

Works with12 tools
Refresh Sales Lead Sheet

Add new saved prospects and flag repeat entries for review.

Get a refreshed sales lead sheet every Monday, plus a short report of new prospects and entries that need review.

Works with9 tools
Compile CRM Lead List

Rank existing prospects and flag missing contact details.

Get a lead list from your existing sales records, with duplicates handled and a CSV that links back to the records behind every row.

Works with25 tools
Build B2B Lead List

Find qualified companies and contacts for prospect lists.

Get a ranked B2B lead list from a profile you email, with company fit, available work contacts, and links your team can review.

Works with7 tools
Build Sales Lead Lists

Find distinct prospects with work details and source links.

Get a ranked sales lead list from an emailed target account profile, with available work contact details and source links.

Works with7 tools
Compile Profile Lead Lists

Build distinct prospect lists from company and title targets.

Get a sales lead list with public profile links and role-fit notes when you email the companies and titles you want researched.

Works with7 tools
Clean Lead Submissions

Put form leads in the tracker with clean contact details.

Your lead tracker gets clean contact details and a follow-up status, while your sales team gets the details by email.

Works with7 tools
Enter Prospecting Leads

Pass usable prospect contacts to sales and see which need review.

Clear the data entry from your lead generation handoff. Your sales team gets new contacts for follow-up and a clear review list.

Works with34 tools
Log Lead Ad Responses

Mark incomplete ad inquiries for review before sales follow-up.

Your customer lead list shows requested service, timing, and clear contact matches, with missing answers flagged before outreach.

Works with9 tools
Schedule First Outreach Emails

Turn approved prospect segments into scheduled first emails.

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

Works with5 tools
Build Territory Lead Lists

Source local accounts with relevant decision makers.

Get a ranked small business or healthcare lead list for your territory. See contacts, sources, and reasons to prioritize each account.

Works with
Build Campaign Lead List

Source matching accounts and contacts with evidence beside each lead.

Get a campaign lead list with likely buyers and the signals behind each priority. Your team can review the sources before outreach.

Works with
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