AI-Agents for Sales Development Representatives 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.
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.
12 toolsSurface new openings with a possible contact for outreach review.
Your outreach list gains qualified openings from teammates' forwarded posts. Your teammate gets a row link or a clear reason to skip.
12 toolsSend approved prospect batches without emailing opted-out contacts.
Your scheduled mail merge uses the latest recipient list, so you can see who was emailed and which rows need attention.
15 toolsSend approved prospect emails and identify skipped contacts.
Your mail merge goes out when due using current recipient rows and the suppression list, with a clear account of sends and skips.
12 toolsReview 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.
16 toolsKeep 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.
9 toolsAdd 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.
11 toolsFind 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.
11 toolsSurface 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.
8 toolsCheck prospect profiles and flag links that need a closer look.
Your research sheet shows available career details for new LinkedIn links, with clear flags when a profile needs a manual check.
8 toolsFind new buyers in the territory with profile links and fit notes.
Get new sales prospects in your sheet each weekday, with profile links and notes that explain why they fit your chosen criteria.
7 toolsTurn 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.
8 tools
