AI-Agents for Sales Researchers in Data Import working with Podio

Load new records, update changed rows, export CSVs. Every one is ready to run, and you can adjust it in plain language.

Export Lead Lists

Compile prospect details and explain each lead's outreach rank.

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

Works with12 tools
Refresh Sales Lead Sheet

Reconcile saved prospect lists with one current lead sheet.

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

Add researched prospects to outreach and mark rows needing review.

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

Works with11 tools
Add Qualified Prospects

Flag prospect email mismatches and duplicate contacts for review.

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
Build B2B Lead List

Check buyer fit and rank distinct leads with source links.

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
Build Sales Lead Lists

Research matching companies and explain each lead's fit.

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

Works with7 tools
Compile Profile Lead Lists

Verify prospects' current roles and flag uncertain matches.

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
Build Territory Lead Lists

Check account fit and find contacts for outreach.

Get a ranked small business or healthcare lead list for your territory. See contacts, sources, and reasons to prioritize each account.

Works with
Build Campaign Lead List

Check account fit and buying signals before adding people to the list.

Get a campaign lead list with likely buyers and the signals behind each priority. Your team can review the sources before outreach.

Works with
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