AI-Agents for Sales in Data Export working with Podio
Create CSV files, export reports, email requested data. Every one is ready to run, and you can adjust it in plain language.
Turn saved prospect searches into ranked lists for outreach.
Your saved prospect search becomes a ranked lead list in a spreadsheet after you email its link.
12 toolsKeep the team's outreach list current with new prospects.
Get a refreshed sales lead sheet every Monday, plus a short report of new prospects and entries that need review.
9 toolsTurn a manager's email into a lead list ready for outreach.
Get a lead list from your existing sales records, with duplicates handled and a CSV that links back to the records behind every row.
25 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 toolsBuild ranked buyer lists from the team's target profiles.
Get a ranked B2B lead list from a profile you email, with company fit, available work contacts, and links your team can review.
7 toolsTurn target account profiles into ranked, source-linked lead lists.
Get a ranked sales lead list from an emailed target account profile, with available work contact details and source links.
7 toolsReturn checked prospect profiles from emailed target lists.
Get a sales lead list with public profile links and role-fit notes when you email the companies and titles you want researched.
7 toolsComplete company accounts before reps contact new prospects.
Get fuller company accounts before outreach, with a clear review task for your rep when the employer or facts need a decision.
19 toolsPrepare consented advice leads for follow-up in priority order.
Your lead list is ready for follow-up, with financial, insurance, and mortgage requests sorted by urgency and repeat inquiries brought together.
22 toolsCorrect clear title and employer changes before contacting prospects.
Your outreach queue gets confirmed title and employer updates before outreach, while disputed profiles go to contact owners for review.
Build ranked lists of accounts and contacts for outreach.
Get a ranked small business or healthcare lead list for your territory. See contacts, sources, and reasons to prioritize each account.
Build a reviewable lead list from the team's campaign brief.
Get a campaign lead list with likely buyers and the signals behind each priority. Your team can review the sources before outreach.
