AI-Agents for Sales Managers in Handoffs working with Podio
Pass on decisions, carry revision notes, open supplier setup. Every one is ready to run, and you can adjust it in plain language.
See unresolved scope and pricing questions before proposals go out.
You get a business proposal draft with costs tied to your service rates and open questions ready for your review.
29 toolsReceive the updated lead sheet and a summary of changes.
Get a refreshed sales lead sheet every Monday, plus a short report of new prospects and entries that need review.
9 toolsTurn emailed lead criteria into a prioritized, source-linked CSV.
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 toolsReport first-email send results and skipped local prospects.
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 toolsFlag unapproved promises in deal replies for salesperson review.
Your sales email reply draws on the conversation and current deal, with uncertain promises marked for your review before sending.
9 toolsEmail the sales lead a recap of sends and skipped buyers with reasons.
Your personalized email outreach reaches buyers while their interest is fresh, and your sales lead sees the sends and skips.
8 toolsTurn emailed buyer profiles into ranked prospect lists.
Get a ranked B2B lead list from a profile you email, with company fit, available work contacts, and links your team can review.
7 toolsReview ranked leads and reasons before the team starts outreach.
Get a ranked sales lead list from an emailed target account profile, with available work contact details and source links.
7 toolsRelease approved prospect emails and review a dated send ledger.
Your first-contact emails go out across your team's send windows, with opt-outs checked and a dated ledger of the results.
7 toolsSchedule the team's approved first emails and report exclusions.
See first outreach emails queued for your send window, with a clear reason for every prospect left out.
5 toolsMark sales leads ready for reps and flag routing exceptions.
Your sales lead tracker shows which leads are ready for follow-up and which need a routing decision, with links in a dated task.
6 toolsBuild ranked lead lists for reps' territory plans.
Get a ranked small business or healthcare lead list for your territory. See contacts, sources, and reasons to prioritize each account.
