Transform Lead Management with Leads Funnel
The Leads Funnel provides a comprehensive, bird’s-eye view of your workflow, empowering you to manage leads like a pro. This feature maximises lead conversion by helping you prioritise new leads and ensuring you never lose track of any prospect.
Automatically Nurture Leads with Drip Campaigns
Drip Campaigns allow you to automatically nurture leads and re-engage past customers with customised follow-up cadences. This powerful tool ensures that every lead and customer receives timely follow-ups without manual intervention.
Seamless Team Collaboration with Mentions
Mentions is designed to make team collaboration within Podium effortless and efficient. Have you ever needed to loop a coworker into a conversation? Now you can by tagging a specific colleague using the @ symbol in an internal note. Whether you’re handing off a conversation or seeking help with a tricky situation, Mentions has you covered—all without ever leaving Podium.
New and improved AI Lead Follow-up
Our lead follow-up feature is exactly what it sounds like — when a lead comes in that’s being handled by your AI Employee, if the lead stops responding, you can configure a series of follow-up messages to attempt to re-engage with the lead. It’s a critical part of keeping leads warm and converting them at a higher rate. Learn more about Podium’s AI employee.
Gmail and Outlook Email Integration
You can now connect your own email address—whether it’s Gmail or Outlook—to use in Podium. Your team can respond faster and more effectively without switching tools, while having the full context of every customer interaction across channels. Setup is quick and easy.
AI Conversation Access Permission
You can give certain team members access to view conversations assigned to your AI Agent. This gives you more control and flexibility over who can monitor these conversations.
Enhanced Call Privacy
Protect Sensitive Information with Privacy Settings! For businesses handling sensitive conversations—like customer billing, HR inquiries, or private service details—it’s important to ensure only authorised users can access call data. With the new privacy settings, you can now designate calls, voicemails, recordings, and transcripts as private for individuals or call groups. Learn more about Podium Phones.
New Homepage Reporting
We completely re-imagined the home page to be a data-driven command center designed to help you unlock powerful insights and drive business success. This new interface brings your team’s activity, customer interactions, and key business metrics into one streamlined view, making it easier than ever to stay informed and make strategic decisions. Plus, check out our custom AI employee goal-oriented reporting.
Mobile Assigned to AI View
Monitor your AI employees on the go with the “Assigned to AI” view now on mobile. This allows you to more quickly see and monitor conversations that your AI employee is handling from your smartphone.
Long AI Suggested Responses on Mobile
Edit and send longer AI-suggested responses in conversations on mobile to provide more personalisation and context in your responses while on the go.
CRM Custom Fields on Mobile
Now see integrated customer fields from your CRM not only on web, but also on the mobile app, allowing you greater context when managing your business communications on the go.