AI-Agents for Sales Representatives in Handoffs working with Podio

Draft prospect proposals with supported prices and questions to resolve.

You get a business proposal draft with costs tied to your service rates and open questions ready for your review.

Works with29 tools

Get a ranked prospect spreadsheet from an emailed search link.

Your saved prospect search becomes a ranked lead list in a spreadsheet after you email its link.

Works with12 tools

Draft pricing replies in the prospect's thread for review.

Your sales email reply draws on the conversation and current deal, with uncertain promises marked for your review before sending.

Works with9 tools

Create proposal drafts from prospect needs and approved costs.

Your business proposal starts with your call recap and lands in your proposal workspace as a draft with the pricing you approved.

Works with10 tools

Start buyer conversations with first emails grounded in approved pitches.

Your personalized email outreach reaches buyers while their interest is fresh, and your sales lead sees the sends and skips.

Works with8 tools

Get ranked contacts at companies the team wants to sell to.

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

Receive a ranked prospect list in the original request thread.

Get a ranked sales lead list from an emailed target account profile, with available work contact details and source links.

Works with7 tools

Turn emailed company and title targets into a checked lead list.

Get a sales lead list with public profile links and role-fit notes when you email the companies and titles you want researched.

Works with7 tools

Send approved prospect emails from assigned accounts without repeats.

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

Queue personalized first emails to prospects cleared for contact.

See first outreach emails queued for your send window, with a clear reason for every prospect left out.

Works with5 tools

Draft customer proposals from deal needs and approved prices.

Your client proposal starts as a draft in your chosen template, with the buyer's needs and approved prices ready for your review.

Works with14 tools

Mark assigned leads 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