AI-Agents for Sales Operations working with Podio

Log replies, send outreach emails, book lead meetings. Every one is ready to run, and you can adjust it in plain language.

Send Sales Pipeline Report

Your sales lead gets a Monday view of open deal counts and values by stage, with the reporting period and any missing amounts clear.

Works with47 tools
Draft Business Proposal

You get a business proposal draft with costs tied to your service rates and open questions ready for your review.

Works with29 tools
Export Lead Lists

Your saved prospect search becomes a ranked lead list in a spreadsheet after you email its link.

Works with12 tools
Log Lead Ad Submissions

Get Facebook Lead Ads submissions into Google Sheets with cleaner contact details and a status your team can use to review leads.

Works with19 tools
Refresh Sales Lead Sheet

Get a refreshed sales lead sheet every Monday, plus a short report of new prospects and entries that need review.

Works with9 tools
Add Qualified Contacts

Get qualified contacts into your outreach register, with duplicates and rows needing review clearly marked on the prospect sheet.

Works with11 tools
Build Sales Lead Lists

Get a sourced list of prospects for the markets your team wants to reach, with fit notes in your spreadsheet for outreach decisions.

Works with11 tools
Build Territory Lead List

Get a territory sales lead list with fit evidence and a suggested buyer. Your current customer list helps keep existing accounts out.

Works with8 tools
Shortlist Sales Prospects

Get new sales prospects in your sheet each weekday, with profile links and notes that explain why they fit your chosen criteria.

Works with7 tools
Build Qualified Lead Lists

Get a prospecting list with qualified contacts, source links, and a clear account of duplicates or gaps.

Works with9 tools
Build Sales Lead Lists

Get a sales lead list for your chosen industry and area, with source links and published contact details for businesses that fit.

Works with10 tools
Find Local Leads

Get fresh local leads in your prospecting sheet every Monday, with available public contact details and Google Maps links for your team to review.

Works with7 tools
1–12 of 48