Marc
SDR
An agentic SDR for software agencies that can identify prospects, organize outreach, and keep top-of-funnel activity moving every day.
Marc is the Platfio SDR agent. It helps agencies build outbound lists, qualify targets, organize account context, and keep the first stage of the pipeline active using outbound and CRM workflows inside Platfio.
Inside Platfio
This is the kind of workflow context the agent operates against inside the platform.
Common tasks
What Marc typically helps with
- Research and organize prospect lists by niche, geography, and offer fit.
- Prepare outreach-ready notes so an agency can personalize first-touch messaging faster.
- Keep early-stage opportunities moving by updating statuses, next steps, and handoff notes.
Main content
How this role works inside a software agency
Marc gives Platfio an agentic SDR layer for agencies that want repeatable outbound without the usual spreadsheet chaos. It is built for the work that sits between list building and a real sales conversation.
What Marc actually does
Marc can take a targeting brief, assemble or refine prospect lists, summarize account context, and maintain the discipline of early-stage pipeline management. Instead of letting leads die in notes or inboxes, Marc keeps them visible inside Platfio.
Why this matters
Agencies that search for an AI SDR usually want more meetings. What they actually need is a tighter operating system for the front of the funnel. Marc improves list quality, context quality, and speed-to-follow-up so human sales time is spent on real conversations.
Best-fit use cases
- Building outbound lists for a new vertical or region.
- Preparing discovery outreach for productized app packages.
- Cleaning and organizing a messy early-stage pipeline.
- Supporting founders or sales leaders who need leverage without hiring a full SDR team.
Platfio features
Where this agent connects into the platform
This role becomes useful because it works against real platform context instead of disconnected prompts. These are the Platfio features most closely tied to how Marc operates.
A map-based prospecting tool that helps you identify service businesses in territories and import them as outbound targets.
A complete CRM for tracking businesses, contacts, pipeline stages, relationship notes, and files — all in one place.
Build pages where businesses can sign up, purchase an application, onboard, and get started — all through a guided funnel.
Send email campaigns and automated sequences to customers from the client application.
Keep exploring
Continue through the agent system
Move to the next relevant role or browse nearby specialists in the same operating category.
Related agents
Other specialists in the market agents category.
Agentic employment, not chatbot software
This is not a chatbot. It is a deeply integrated agentic employee.
Existing Platfio agencies can apply for agent access from within the platform. New agencies should sign up for Platfio first, or contact sales if they want help getting access to the beta program.