AI-Agents for Sales Development Representatives in Sales Operations working with Podio

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.

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
Verify People-Search Profiles

Review profile match decisions before contacting prospects.

Get a supported match decision for a people-search profile before anyone adds contact details to your lead sheet.

Works with16 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
Add Qualified Contacts

Add qualified prospects to outreach and flag duplicates before contact.

Get qualified contacts into your outreach register, with duplicates and rows needing review clearly marked on the prospect sheet.

Works with11 tools
Build Sales Lead Lists

Find new people to approach in the requested market gap.

Get a sourced list of prospects for the markets your team wants to reach, with fit notes in your spreadsheet for outreach decisions.

Works with11 tools
Build Territory Lead List

Surface territory prospects with fit evidence and a person to approach.

Get a territory sales lead list with fit evidence and a suggested buyer. Your current customer list helps keep existing accounts out.

Works with8 tools
Build Outreach List

Turn fresh job postings into qualified employer leads.

Your shared outreach list fills with fresh, relevant job leads and employer details, with possible contacts marked for review.

Works with8 tools
Build Prospect Lists

Create comparable prospect rows and flag profiles that need checking.

Get a prospect list in your spreadsheet, with profile details in consistent columns and clear flags for profiles that need review.

Works with8 tools
Build Prospect Lists

Build weekly lists of local businesses to contact.

Get a weekly prospect list in your shared sheet, with duplicate listings removed and any shortfall against your requested count clearly shown.

Works with9 tools
Build Territory Prospect List

Build territory prospect lists and flag leads for review.

Get a territory prospect list with public contact details and review flags, ready for your sales rep to check before outreach.

Works with9 tools
Add Qualified Prospects

Add qualified prospects to the outreach register before first contact.

Your outreach register gains qualified prospects from new spreadsheet leads, while the source row tells your team who was added or skipped and why.

Works with8 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
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