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.
Send approved outreach from current lists and report exceptions.
Your scheduled mail merge uses the latest recipient list, so you can see who was emailed and which rows need attention.
Move eligible prospects into the outreach register and flag contact gaps.
Get qualified contacts into your outreach register, with duplicates and rows needing review clearly marked on the prospect sheet.
Keep the contact register clear of duplicates and rejected leads.
Your outreach register gains qualified prospects from new spreadsheet leads, while the source row tells your team who was added or skipped and why.
Send approved first contacts while keeping opted-out people out of the batch.
Your first-contact emails go out across your team's send windows, with opt-outs checked and a dated ledger of the results.
Send personalized outreach to allowed contacts from Excel.
Your Excel mail merge goes out after address and do-not-contact checks. You get a row-by-row report of sends and exceptions.
Send supporter newsletters to eligible readers and report bounces.
Your newsletter reaches readers with the greeting and sections you chose. You get delivery figures and subscriber details to fix.
Schedule community event texts and flag failed deliveries.
Your event reminder texts are scheduled for the time you choose, with delivery results and registrations needing attention in one list.
Add checked business contacts to the outreach table without repeats.
Get a B2B prospect list that fits your target market, with business websites, public contact details, and source links ready to review.
Prepare employer briefs and likely contacts for outreach.
Your employer review requests get a sourced profile, recent hiring evidence, and a contact lead when public pages support one.
Refresh queued contacts' job details before campaigns go out.
Your outreach queue gets confirmed title and employer updates before outreach, while disputed profiles go to contact owners for review.
Add sourced contacts and uncertainty notes to employer outreach lists.
See likely hiring contacts on your employer outreach entry, with profile links and uncertainty notes, or learn why no match was found.
Find creator business emails and their public source pages.
Build a creator email list from public bios and contact pages, with source links you can review before outreach.