AI-Agents for Sales Representatives working with Podio
Podio is a collaborative work platform that's perfect for managing projects, teams, and anything else in your business that needs flexible apps that work the way you do.
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.
5 toolsDraft 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.
14 toolsMark 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.
6 toolsSchedule personalized customer follow-ups and log actual sends.
Your follow-up texts are scheduled for the time you choose, and the contact shows what went out or why a text was held.
Draft first emails using account notes and a reason to reach out.
Your reps get a tailored first email draft and a clear reason to reach out, ready to review on the prospect's contact.
12 toolsFind companies in assigned markets that have no current account.
Your next market gets a sourced sales prospect list, with public contact details and possible account matches ready for review.
4 toolsFind contacts whose current jobs fit a new sales prospecting brief.
Get a business contact list that fits your buyer profile, with source links and clear flags for matches you should review.
4 toolsFind prospects in assigned territories with sources for review.
Your prospecting plan gets a sourced shortlist of companies and contacts, with repeats removed and gaps flagged before outreach.
5 toolsUpdate prospect titles and employers before outreach.
Your outreach queue gets confirmed title and employer updates before outreach, while disputed profiles go to contact owners for review.
Prepare checked trade show contacts for sales follow-up.
Your outreach list gets qualified trade show prospects with checked card details and the show recorded as their source.
Put shoppers with matching cars first in the lead list.
See which car sales leads to contact first, with a vehicle match and a clear reason beside each shopper's recorded details.
Build a sourced lead list for your territory plan.
Get a ranked small business or healthcare lead list for your territory. See contacts, sources, and reasons to prioritize each account.
