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.
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.
This is our vision — we are not there yet. Agentic workflows inside Platfio are still being built, and we would love your feedback along the way. If you would like to be involved in the beta, get in touch.
Featured workflow
Imagine this with Marc
Imagine your agency wants to break into the healthcare vertical but has no existing contacts. Instead of spending a day researching companies and building a spreadsheet, you give Marc a two-sentence targeting brief.
Share the targeting brief
Tell Marc the vertical, company size, geography, and what kind of problem your agency solves for them. Two sentences is enough.
Prospect list assembled
Marc builds a qualified prospect list with company names, contact roles, and relevance notes — organized by fit, not just scraped from a database.
Outreach notes prepared
Marc writes personalized first-touch notes for each prospect so your outreach feels researched, not templated.
Pipeline entries created
Marc adds each qualified prospect to your CRM pipeline with status, context, and next-step reminders so nothing falls through the cracks.
Handoff to sales ready
Marc flags the highest-fit leads and prepares handoff notes so your account executive can pick up warm conversations immediately.
Our vision
This is our vision for how it should feel to interact with Marc — describe who you want to reach, and the outbound pipeline is organized before you finish planning the rest of your week.
Platfio features
Where this agent connects into the platform
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.
Work with Marc on your terms
Interface with Marc the way you want
Full-screen focus, multi-agent orchestration, or voice — choose how you interact with Marc inside Platfio.
Immersive mode
Full-screen agents
Expand Marc into a distraction-free, full-screen workspace for deep work.
Orchestration
Multi-agent management
Run Marc alongside other agents, switch between conversations, and coordinate work from one view.
Voice built in
Voice dictation built in
Speak to Marc directly — dictate briefs, ask questions, or steer work hands-free.
Not a chatbot — a deeply integrated agentic employee
Put your agency on autopilot
Existing agencies can apply for agent access from within Platfio. New here? Sign up first or talk to sales about the beta.