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.
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.
Mark assigned prospects ready for follow-up when details are complete.
Your sales lead tracker shows which leads are ready for follow-up and which need a routing decision, with links in a dated task.
Draft tailored first emails for reps to review.
Your reps get a tailored first email draft and a clear reason to reach out, ready to review on the prospect's contact.
Find businesses to contact without repeating current accounts.
Your next market gets a sourced sales prospect list, with public contact details and possible account matches ready for review.
Find prospects that fit outreach targets and flag uncertain matches.
Get a business contact list that fits your buyer profile, with source links and clear flags for matches you should review.
Build a checked company list for outreach to new accounts.
Get a B2B prospect list that fits your target market, with business websites, public contact details, and source links ready to review.
Find likely buyers with source links before starting outreach.
Your prospecting plan gets a sourced shortlist of companies and contacts, with repeats removed and gaps flagged before outreach.
Identify employer prospects and public contacts before outreach.
Your employer review requests get a sourced profile, recent hiring evidence, and a contact lead when public pages support one.
Prepare assigned ad leads for first contact.
Your sales team gets ad leads with clear owners and follow-up tasks, while leads with missing details go to your chosen review owner.
Verify prospect roles before sending outreach.
Your outreach queue gets confirmed title and employer updates before outreach, while disputed profiles go to contact owners for review.
Prepare checked trade show prospects for first contact.
Your outreach list gets qualified trade show prospects with checked card details and the show recorded as their source.
Identify a hiring leader to approach at each target employer.
See likely hiring contacts on your employer outreach entry, with profile links and uncertainty notes, or learn why no match was found.