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.

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
Assign Sales Leads

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.

Works with6 tools
Draft Sales Outreach Emails

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.

Works with12 tools
Build Sales Prospect List

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.

Works with4 tools
Build Business Contact List

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.

Works with4 tools
Build Prospect List

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.

Works with5 tools
Build Prospect Shortlist

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.

Works with5 tools
Write Employer Profiles

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.

Works with4 tools
Prepare Ad Leads

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.

Works with12 tools
Refresh Prospect Roles

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.

Works with
Add Trade Show Prospects

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.

Works with
Find Hiring Contacts

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.

Works with
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