AI-Agents for Sales Managers in Sales Prospecting working with Podio

Find matched prospects, verify emails, send first outreach. Every one is ready to run, and you can adjust it in plain language.

Refresh Sales Lead Sheet

Receive 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.

Works with9 tools
Build Sales Lead Lists

Fill the team's prospecting gaps with leads ready to review.

Get a sourced list of prospects for the markets your team wants to reach, with fit notes in your spreadsheet for outreach decisions.

Works with11 tools
Build Territory Lead List

Build a screened account list before assigning territory prospecting.

Get a territory sales lead list with fit evidence and a suggested buyer. Your current customer list helps keep existing accounts out.

Works with8 tools
Shortlist Sales Prospects

Keep the team's prospect list focused on new, qualified people.

Get new sales prospects in your sheet each weekday, with profile links and notes that explain why they fit your chosen criteria.

Works with7 tools
Build Outreach List

Give the team a shortlist of employers hiring target roles.

Your shared outreach list fills with fresh, relevant job leads and employer details, with possible contacts marked for review.

Works with8 tools
Build Prospect Lists

Show which prospect profiles reps need to review before outreach.

Get a prospect list in your spreadsheet, with profile details in consistent columns and clear flags for profiles that need review.

Works with8 tools
Build Prospect Lists

Show how many usable prospects the team has for the week.

Get a weekly prospect list in your shared sheet, with duplicate listings removed and any shortfall against your requested count clearly shown.

Works with9 tools
Build Territory Prospect List

Prepare territory lead lists for sales reps to review.

Get a territory prospect list with public contact details and review flags, ready for your sales rep to check before outreach.

Works with9 tools
Find Sales Leads

Prepare sourced contact lists for reps prospecting named accounts.

Get a short list of likely buyers at your target companies, with role context and public contact routes in your prospecting sheet.

Works with6 tools
Compile CRM Lead List

Turn 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.

Works with25 tools
Reply to Sales Prospects

Keep prospect replies moving and give reps clear follow-up tasks.

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.

Works with23 tools
Find Local Sales Leads

Report 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.

Works with6 tools
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