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.

Assign Sales Leads

Your sales lead tracker shows which leads are ready for follow-up and which need a routing decision, with links in a dated task.

Works with6 tools
Draft Sales Outreach Emails

Your reps get a tailored first email draft and a clear reason to reach out, ready to review on the prospect's contact.

Works with12 tools
Prepare Ad Leads

Your sales team gets ad leads with clear owners and follow-up tasks, while leads with missing details go to your chosen review owner.

Works with12 tools
Add Trade Show Prospects

Your outreach list gets qualified trade show prospects with checked card details and the show recorded as their source.

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Rank Car Sales Leads

See which car sales leads to contact first, with a vehicle match and a clear reason beside each shopper's recorded details.

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Build Territory Lead Lists

Get a ranked small business or healthcare lead list for your territory. See contacts, sources, and reasons to prioritize each account.

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Log Outreach Emails

Your outreach email tracking shows what your team actually sent, with approval mismatches assigned to your sales lead for review.

Works with5 tools
Send Weekly Sales Leads

Your reps get a Monday shortlist of promising companies, with timely news and a source for every lead.

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Send Agreement Signing Links

Your signer gets a signing link with the agreed deadline, and the agreement owner sees when the request went out.

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Verify Signup Emails

Your welcome queue gets confirmed signup addresses, while a daily report shows you which signups need review.

Works with4 tools
Build B2B Lead Lists

Get a B2B sales lead list built around your sector and buyer profile. Review fit reasons and source links before outreach.

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Build Campaign Lead List

Get a campaign lead list with likely buyers and the signals behind each priority. Your team can review the sources before outreach.

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