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.
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.
8 toolsBuild 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.
9 toolsAdd qualified new prospects to the sheet with source links.
Get a prospecting list with qualified contacts, source links, and a clear account of duplicates or gaps.
9 toolsFind matching businesses with published contact details for outreach.
Get a sales lead list for your chosen industry and area, with source links and published contact details for businesses that fit.
10 toolsBuild 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.
9 toolsFind new nearby businesses to contact about sales opportunities.
Get fresh local leads in your prospecting sheet every Monday, with available public contact details and Google Maps links for your team to review.
7 toolsAdd 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.
8 toolsFind likely buyers at named accounts before starting outreach.
Get a short list of likely buyers at your target companies, with role context and public contact routes in your prospecting sheet.
6 toolsDraft a first email that gives a named prospect a reason to talk.
Get a targeted outreach email shaped around your prospect's role and company priorities, with the opening explained before you send it.
38 toolsDeliver 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.
25 toolsAnswer outreach replies and hand over prospects ready to meet.
Get a relevant reply when the next step is open, plus a task that tells your rep what the prospect said and what comes next.
23 toolsFind 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.
6 tools
