AI-Agents for Sales Development Representatives 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

Turn saved searches into unique prospects ordered for outreach.

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

Works with12 tools
Refresh Sales Lead Sheet

Keep outreach prospects current as their roles or companies change.

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

Deliver a territory lead list with links to source records.

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
Find Local Sales Leads

Find local business prospects and send tailored first emails.

Get a local lead list showing which first emails went out, who was skipped, and when messages were sent, right in your request thread.

Works with6 tools
Send First Outreach Emails

Send approved prospects a first email while their interest is fresh.

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

Works with8 tools
Build B2B Lead List

Surface decision makers worth approaching at target accounts.

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

Turn target account requests into ranked leads ready to review.

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

Find likely current contacts at target accounts before outreach.

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

Get clean contact details for each new lead ready for outreach.

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

Works with7 tools
Send Bulk Outreach Emails

Send approved first emails to prospects in assigned send 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
Enter Prospecting Leads

Get a follow-up list of new prospects without duplicate contacts.

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
Schedule First Outreach Emails

Queue first prospect emails after checking prior contact and opt-outs.

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

Works with5 tools
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