AI-Agents for Business Development in Request Intake working with Podio
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Screen potential client contacts before new business 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.
8 toolsMove clean prospect contacts into the sales tracker for outreach.
Clear the data entry from your lead generation handoff. Your sales team gets new contacts for follow-up and a clear review list.
34 toolsDraft proposals for new client opportunities from approved deals.
Your client proposal starts as a draft in your chosen template, with the buyer's needs and approved prices ready for your review.
14 toolsScreen show contacts for company fit before prospecting.
Your outreach list gets qualified trade show prospects with checked card details and the show recorded as their source.
