AI-Agents for Sales 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.
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 toolsAdd qualified prospects to outreach and flag contacts needing rep review.
Get qualified contacts into your outreach register, with duplicates and rows needing review clearly marked on the prospect sheet.
11 toolsAdd qualified prospects to the team's outreach register.
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 toolsAnswer item availability requests with a current page check.
Get dated stock answers from public product pages, with relevant changes flagged and confirmed findings recorded in your log.
9 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 toolsEmail clean lead contact details for prompt follow-up.
Your lead tracker gets clean contact details and a follow-up status, while your sales team gets the details by email.
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 toolsPut the client's submitted scope beside the draft quote for deal review.
Your quote approver can review the client's scope beside the draft quote, with the uploaded file attached from the scope form.
9 toolsShow the current client scope beside quotes sent for approval.
Your quote approver can review the latest client scope beside the proposed terms, with differences called out before they decide.
8 toolsGet new contacts ready for follow-up with duplicate entries skipped.
Clear the data entry from your lead generation handoff. Your sales team gets new contacts for follow-up and a clear review list.
34 toolsBuild outbound campaigns from verified prospects and tailored emails.
See verified leads and tailored messages in your paused campaign, ready for review before outreach begins.
22 toolsGive sales a lead entry with service and timing before outreach.
Your customer lead list shows requested service, timing, and clear contact matches, with missing answers flagged before outreach.
9 tools
