AI-Agents for Sales Representatives in Sales Operations working with Podio

Log replies, send outreach emails, book lead meetings. Every one is ready to run, and you can adjust it in plain language.

Draft Business Proposal

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
Export Lead Lists

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
Add Qualified Contacts

Add qualified contacts to the outreach register and flag exceptions.

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

Works with11 tools
Build Sales Lead Lists

Bring new target contacts into the team's outreach list.

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

Prepare new territory accounts with current customers removed.

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

Build a fresh prospect list for the assigned territory.

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 Qualified Lead Lists

Find sourced contacts to approach in a chosen market.

Get a prospecting list with qualified contacts, source links, and a clear account of duplicates or gaps.

Works with9 tools
Build Sales Lead Lists

Build a shareable prospect list for each requested market.

Get a sales lead list for your chosen industry and area, with source links and published contact details for businesses that fit.

Works with10 tools
Find Local Leads

Fill the weekly prospecting sheet with new local businesses.

Get fresh local leads in your prospecting sheet every Monday, with available public contact details and Google Maps links for your team to review.

Works with7 tools
Add Qualified Prospects

Find qualified contacts in the register for prospect outreach.

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
Find Sales Leads

Find qualified contacts at named accounts for review before outreach.

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
Draft Initial Outreach Email

Draft a prospect email tailored to the contact's role and company priorities.

Get a targeted outreach email shaped around your prospect's role and company priorities, with the opening explained before you send it.

Works with38 tools
1–12 of 33