AI-Agents for Sales in Approvals working with Podio
Check requests, surface missing proof, chase decisions. Every one is ready to run, and you can adjust it in plain language.
Prepare prospect proposals that sellers can review before sending.
You get a business proposal draft with costs tied to your service rates and open questions ready for your review.
29 toolsSend approved prospect emails and avoid duplicate sends.
Your scheduled mail merge uses the latest recipient list, so you can see who was emailed and which rows need attention.
15 toolsSend approved prospect emails and record each send result.
Your mail merge goes out when due using current recipient rows and the suppression list, with a clear account of sends and skips.
12 toolsShow quote creators the approved prices they need to use.
Keep customer quotes aligned with your current rate sheet, and give sellers clear price corrections when a quote needs work.
9 toolsDraft first outreach emails grounded in prospect and company details.
Get a targeted outreach email shaped around your prospect's role and company priorities, with the opening explained before you send it.
38 toolsFlag changes to approved prices or terms in customer quotes.
Your reviewer sees what changed in a forwarded quote before deciding whether to approve it, without digging through the deal.
20 toolsFind local prospects, send first emails, and report each result.
Get a local lead list showing which first emails went out, who was skipped, and when messages were sent, right in your request thread.
6 toolsCheck quote concessions against the buyer's latest accepted terms.
See whether a negotiated quote matches the customer's written agreement before it goes to the buyer, with a clear explanation when terms differ.
10 toolsTurn discovery recaps into seller-owned proposal drafts.
Your business proposal starts with your call recap and lands in your proposal workspace as a draft with the pricing you approved.
10 toolsSend approved buyers first emails and report every send or skip.
Your personalized email outreach reaches buyers while their interest is fresh, and your sales lead sees the sends and skips.
8 toolsSend approved first emails from team accounts and review a dated ledger.
Your first-contact emails go out across your team's send windows, with opt-outs checked and a dated ledger of the results.
7 toolsAdd the approved client scope to the draft quote for the deal.
Your draft quote carries the scope version your team signed off, so approvers can review the right file.
15 tools
