AI-Agents for Sales Operations Specialists 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

Flag stale prospect rows without removing their history.

Get a refreshed sales lead sheet every Monday, plus a short report of new prospects and entries that need review.

Works with9 tools
Add Qualified Contacts

Check contact sheets against sales criteria and prevent repeat entries.

Get qualified contacts into your outreach register, with duplicates and rows needing review clearly marked on the prospect sheet.

Works with11 tools
Build Outreach List

Keep the outreach list clear of repeat job postings.

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

Keep prospect sheets consistent and mark missing profile details.

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

Clean weekly business leads and show any shortfall against the target.

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

Check territory prospect lists for missing details and duplicates.

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

Works with9 tools
Add Qualified Prospects

Check new leads and add qualified contacts to the outreach register.

Your outreach register gains qualified prospects from new spreadsheet leads, while the source row tells your team who was added or skipped and why.

Works with8 tools
Compile CRM Lead List

Resolve repeat leads before sending the manager a 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
Build B2B Lead List

Deduplicate prospect lists and flag uncertain contact details.

Get a ranked B2B lead list from a profile you email, with company fit, available work contacts, and links your team can review.

Works with7 tools
Send Bulk Outreach Emails

Check opt-outs and prior sends before approved first emails go out.

Your first-contact emails go out across your team's send windows, with opt-outs checked and a dated ledger of the results.

Works with7 tools
Fill Company Account Gaps

Fill blank CRM company fields and route conflicts to reps.

Get fuller company accounts before outreach, with a clear review task for your rep when the employer or facts need a decision.

Works with19 tools
Build Sales Prospect List

Keep territory prospect lists linked to their public sources.

Your next market gets a sourced sales prospect list, with public contact details and possible account matches ready for review.

Works with4 tools
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