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.

Add Qualified Prospects

Your outreach register gains qualified prospects from new spreadsheet leads, while the source row tells your team who was added or skipped and why.

Works with8 tools
Find Sales Leads

Get a short list of likely buyers at your target companies, with role context and public contact routes in your prospecting sheet.

Works with6 tools
Draft Initial Outreach Email

Get a targeted outreach email shaped around your prospect's role and company priorities, with the opening explained before you send it.

Works with38 tools
Compile CRM Lead List

Get a lead list from your existing sales records, with duplicates handled and a CSV that links back to the records behind every row.

Works with25 tools
Reply to Sales Prospects

Get a relevant reply when the next step is open, plus a task that tells your rep what the prospect said and what comes next.

Works with23 tools
Find Local Sales Leads

Get a local lead list showing which first emails went out, who was skipped, and when messages were sent, right in your request thread.

Works with6 tools
Draft Sales Email Replies

Your sales email reply draws on the conversation and current deal, with uncertain promises marked for your review before sending.

Works with9 tools
Draft Business Proposal

Your business proposal starts with your call recap and lands in your proposal workspace as a draft with the pricing you approved.

Works with10 tools
Send First Outreach Emails

Your personalized email outreach reaches buyers while their interest is fresh, and your sales lead sees the sends and skips.

Works with8 tools
Update Lead Status

Your CRM shows when a rep first emailed a lead and whether follow-up is owed, with uncertain matches sent to the rep for review.

Works with11 tools
Build B2B Lead List

Get a ranked B2B lead list from a profile you email, with company fit, available work contacts, and links your team can review.

Works with7 tools
Build Sales Lead Lists

Get a ranked sales lead list from an emailed target account profile, with available work contact details and source links.

Works with7 tools