Warmly

Name: Warmly
Brand: Warmly
Price: 10000 USD

Visitor identification with an engagement engine bolted on, sold at platform prices

Warmly is a website visitor identification and warm-lead orchestration platform that de-anonymizes site traffic at the company and, for United States visitors, the person level, layers first, second, and third party intent signals on top, and then acts on the result through an AI chatbot, live chat with video drop-in, automated email and LinkedIn sequences, ad retargeting, and warm-call alerts. It is the opposite bet to a pure identification tool: rather than pushing a name into Slack and stopping, Warmly wants to run the whole inbound conversion motion. It is priced accordingly, with annual contracts published at $10,000 a year for the identification product, $20,000 with AI chat, and $30,000 for the full Inbound Autopilot as of August 2026, a long way from the $79 to $199 a month tools it is often compared against.

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Overview

The category question Warmly forces you to answer is what should happen after a visitor is identified. Tools like RB2B and Leadfeeder answer with a notification: here is the person or the company, go do something. Warmly answers with automation: the platform itself opens a chat, drafts the follow-up email, enrolls the visitor in a LinkedIn sequence, syncs them into an ad audience, or pings a rep to jump on a call while the person is still on the pricing page. That difference in philosophy explains everything else about the product, including why it costs ten to a hundred times more than the notification tools.

Warmly did not start here. The company was founded in 2020 by three ex-Googlers, went through Y Combinator's summer 2020 batch, and spent its first two years building virtual nametags for Zoom, a widget that put a name, title, and company card around your face on video calls and attracted close to 30,000 users without ever becoming a business. The pivot to warm-lead orchestration began in the second half of 2022 and was announced publicly in October 2023, in the same breath as an $11 million Series A led by Felicis. TechCrunch covered it under the headline that Warmly had pivoted from a Zoom tool to directing warm leads to sales, which remains the cleanest one-line history of the company.

The identification layer itself is competent rather than category-leading. Warmly resolves visiting companies through IP matching and resolves individual people through a data waterfall across identity providers, with person-level resolution effectively limited to United States traffic because of the privacy-law geography that constrains every vendor in this space. Independent write-ups put Warmly's person-level match rate at roughly 15 to 25 percent of sessions, with company-level coverage around 65 percent, numbers that trail specialist identification tools. Warmly's response to that critique is essentially that identification is an input, not the product: the platform's value is what it orchestrates on top, including Bombora third party intent, LinkedIn activity monitoring, job-change signals, and the AI agents that engage visitors in real time.

Commercially, Warmly has been restless. Buyers researching the product will find at least three different pricing generations in circulation: a roughly $700 a month era in 2024, a $900 a month Data Agent and $1,500 a month Business structure during 2025, and the current agent-based packaging published in 2026 at $10,000, $20,000, and $30,000 a year with add-ons at $10,000 each. A free tier offering 500 de-anonymized visitors a month was heavily marketed through 2024 and 2025; the current pricing page no longer advertises it. All paid plans require an annual commitment, with quarterly billing available at a materially worse effective rate. For a small business, the pricing history is itself a signal: this is a venture-backed company still searching for its packaging, and the direction of travel has been consistently upmarket.

The company behind the product raised a seed round led by NFX, the $11 million Series A led by Felicis in October 2023 with participation from NFX, Zoom Ventures, F-Prime Capital, Maven Ventures, and Matchstick Ventures, and a $6 million Series A extension led by RTP Global announced on 4 February 2025, bringing total Series A funding to $17 million. At that announcement Warmly disclosed $3 million in annual recurring revenue, more than 300 customers including New Relic, CircleCI, and Cyberhaven, and plans to grow to around 50 employees globally. Those are real numbers from a real company, and they also tell you the customer base is measured in hundreds, not the hundred thousand sites RB2B claims.

Best for

B2B companies with meaningful United States inbound traffic, a five-figure annual budget for pipeline tooling, and a genuine intention to automate visitor engagement rather than just observe it: teams that want the chat, the sequences, the retargeting, and the alerts run by one platform instead of stitching four tools together.

Not the right fit for

Most small businesses on budget. At $10,000 a year minimum on an annual contract, Warmly costs more per month than RB2B, Snitcher, or Leadfeeder cost per quarter, and the free tier that once made it approachable is no longer advertised.
Anyone who only wants identification. If the job is knowing who visited, a specialist tool does that job for a tenth of the price, often with a higher match rate, and without an annual commitment.
Companies whose buyers are mostly in Europe or Asia-Pacific. Person-level identification is effectively United States only across this entire category, and Warmly is no exception; outside the US you are paying platform prices for company-level identification that Leadfeeder and Snitcher sell far cheaper with EU data processing.
Privacy-sensitive brands. De-anonymizing individual visitors without their knowledge and then having an AI agent open a conversation with them is exactly the pattern a European privacy review, and some American buyers, will reject on sight.
Teams that will not staff the motion. Warm calling, chat handoffs, and sequence review require humans responding in minutes. A company that lets alerts scroll by should not pay for an engagement platform on top of identification it will not act on.
Buyers who need pricing stability. Warmly has repackaged its pricing at least three times in three years, and an annual contract signed against one structure may renew into a very different one.

How it works

1
You install a JavaScript snippet on your site. Warmly begins resolving traffic immediately: reverse IP matching identifies the visiting company, and for United States visitors a waterfall across identity data providers attempts to resolve the individual person, returning name, title, LinkedIn profile, and contact details where the match lands. Each resolution consumes credits from a monthly allocation, 10,000 credits a month on the published starting plans.
2
Identified visitors are scored against your ideal customer profile using firmographic filters and intent signals. First party signals come from on-site behaviour and product usage, second party signals from LinkedIn activity and job changes, and third party signals from sources including Bombora research intent, available through the GTM Signals add-on. The scoring decides who gets ignored, who gets an automated touch, and who triggers a human alert.
3
Engagement then runs through whichever channels your plan includes. The AI chatbot opens conversations with high-fit visitors and can qualify, answer questions, and book meetings; live chat lets a rep take over, including dropping into a video call directly on the page. The Orchestrator enrolls identified visitors into automated email and LinkedIn sequences triggered by their behaviour, and retargeting pushes them into email and LinkedIn ad audiences.
4
For sales teams, Warmly pushes real-time alerts into Slack and the CRM so a rep can act while the visitor is live, the motion Warmly calls warm calling: the highest-intent version of the product is a rep seeing that a target account's VP is on the pricing page right now and starting a conversation within the minute, with an AI Call Agent available for teams that want that first touch automated too.
5
Everything writes back into the stack. Salesforce and HubSpot sync turns sessions into records and activities, lead routing assigns identified accounts to owners, and webhook and Zapier paths plus more than 40 native integrations connect Warmly to sequencers and enrichment tools such as Apollo, Outreach, and Salesloft. The intended end state is that Warmly sits between your website and your CRM as the layer that notices, qualifies, and initiates.

Feature breakdown

19 features in 4 modules

Identification and enrichment

The input layer: who is on the site, resolved as deep as geography and data allow.

Company-level de-anonymization: Reverse IP matching resolves visiting companies globally, with independent coverage estimates around 65 percent of business traffic. This is the layer that works everywhere and the floor the rest of the product stands on.
Person-level de-anonymization: A waterfall across identity data providers attempts to resolve the individual United States visitor, returning name, title, LinkedIn profile, and contact information. Third party reviews put the match rate around 15 to 25 percent of sessions, below specialist tools, and it does not work on non-US traffic.
Contact and account enrichment: Identified people and companies are enriched with firmographics, technographics, headcount, and funding data, so the record that lands in the CRM is a usable account profile rather than a bare domain.
ICP filtering and lead scoring: Firmographic and behavioural filters score every identified visitor against your ideal customer profile before anything fires, which is what keeps the automation from chatting up job applicants and competitors.
Credit-metered usage: Identification and enrichment consume credits from a monthly allocation, 10,000 a month on published starting plans, so traffic volume translates directly into plan size.

Intent signals

The context layer: what identified accounts are doing beyond your own site.

First party behaviour: Page views, session depth, pricing-page visits, and product usage feed the intent score, so a returning visitor reading the pricing page ranks above a first-time blog reader.
Second party signals: LinkedIn activity monitoring, new-hire detection, and job-change tracking surface accounts in motion, the signals that most often justify a proactive touch before any site visit happens.
Third party research intent: Bombora topic-level research intent shows which target accounts are actively researching your category across the wider web, available through the GTM Signals package add-on at $10,000 a year alongside hiring activity, funding events, and competitive intelligence.
Signal-triggered orchestration: Any signal can be a trigger: a target account spiking on a Bombora topic or landing on a comparison page can automatically start a sequence, sync an audience, or alert an owner.

AI engagement

The layer that separates Warmly from every notification tool: the platform talks to visitors itself.

AI Chatbot: An AI agent opens conversations with high-fit visitors, answers product questions, qualifies against your criteria, and books meetings. On the Inbound Autopilot plan, unlimited AI Studio agents can be configured with distinct goals and qualification logic.
Live chat with video drop-in: Reps can take over any conversation and escalate to a video call directly on the page, which is the closest a website gets to a rep walking over to a booth visitor at a trade show.
Autopilot agent: The top plan's agent sets goals, qualifies visitors, generates slides, and drafts and sends follow-up email on its own, learning from outcomes. This is the product Warmly's current pricing is built around, and the part a buyer should test hardest before believing.
AI Call Agent and warm calling: Real-time alerts tell reps a high-intent visitor is live right now so a call or chat can happen in the moment, with an AI voice agent available for teams that want the first touch automated. Warm calling has historically sat on the upper tiers.
Warm Experiences: Personalized website experiences rendered for identified visitors, sold as a $10,000 a year add-on.

Orchestration and delivery

Where identifications become sequences, audiences, records, and alerts.

Email and LinkedIn sequences: The Orchestrator enrolls identified visitors into automated multi-step email and LinkedIn outreach triggered by site behaviour and intent signals, turning a visit into a running cadence without a rep touching it.
Email and LinkedIn ad retargeting: Identified visitors sync into retargeting audiences, so the accounts that visited and said nothing still see you in the feed for the following weeks.
Slack alerts and lead routing: Real-time notifications route identified accounts to their owners with the context attached, the same core loop RB2B sells, embedded here as one feature among many.
CRM sync: Salesforce and HubSpot integrations write identified visitors, sessions, and engagement outcomes into the CRM as records and activities rather than leaving them in a separate dashboard.
40+ integrations and unlimited seats: Native connections to tools including Apollo, Outreach, Salesloft, and Zapier, with seats unlimited on published plans, so pricing scales with usage rather than headcount.

Use cases

4 documented

Series A SaaS company with a growing inbound funnel

Thousands of monthly visitors, a two-person SDR team that cannot watch a feed all day, and a demo form that converts under one percent of traffic while everyone else leaves anonymously.

Warmly identifies the US visitors it can, scores them against ICP, has the AI chatbot engage the good ones, enrolls the rest into email and LinkedIn sequences, and alerts an SDR only when a target account is live on a high-intent page. The funnel gets worked continuously instead of only when someone fills in the form.

Marketing team consolidating a stitched-together stack

A visitor identification tool, a chat widget, a sequencer trigger built in Zapier, and a retargeting sync all run separately, each with its own bill and none sharing a definition of a hot account.

One platform owns identification, scoring, chat, sequences, and audience sync against a single intent model. The consolidated contract is expensive, but it replaces several line items and removes the glue work between them.

Sales team running a warm-calling motion on target accounts

Reps want to call target accounts at the moment of interest rather than cold, but there is no way to know when the moment happens.

Live alerts fire when a person at a named account is on the site, with the page, the person, and the account history attached, so the rep calls or opens a chat within minutes of the visit rather than days after a form fill that never came.

Demand gen lead activating third party intent

The team suspects target accounts research the category for weeks before ever visiting the site, and by the time a visit happens a competitor is already in the deal.

The GTM Signals add-on surfaces Bombora topic spikes, hiring activity, and funding events on named accounts, and the Orchestrator opens sequences and syncs ad audiences on those signals, reaching accounts in-market before the first site visit.

Pricing

from $10,000 per year (AI Web-Deanonymization, annual contract)

Annual contracts around three agent-based products, metered by monthly credits with seats unlimited. Published list prices as of August 2026: AI Web-Deanonymization at $10,000 a year, Inbound Chat at $20,000 a year, and AI Inbound Autopilot at $30,000 a year, each starting at 10,000 credits a month, with add-ons at $10,000 a year each. Quarterly billing exists at a materially higher effective rate. Larger credit volumes and enterprise terms go through sales.

Plan	Price	Includes
AI Web-Deanonymization	$10,000 per year, annual contract (quarterly billing around $4,875 per quarter)	Website visitor identification at company and US person level 10,000 credits per month starting allocation ICP filtering, real-time alerts, Slack, lead routing CRM sync, webhooks, email and LinkedIn retargeting This is the tier that competes with RB2B and Leadfeeder, at roughly four to ten times their annual cost, with orchestration features they lack.
Inbound Chat	$20,000 per year, annual contract	Everything in Web-Deanonymization AI Chatbot with one AI Studio agent Live chat with warm offers and chat metrics Automated email follow-up The middle tier exists to price-anchor Autopilot; teams serious about AI engagement mostly land above it, and teams that are not should land below it.
AI Inbound Autopilot	$30,000 per year, annual contract	Everything in Inbound Chat Unlimited AI Studio agents Autopilot agent with AI goal-setting and qualification Auto email generation, slide generation, and learning Marketed as the most popular plan. At $30,000 a year this is an enterprise motion sold with SMB branding, and it should be evaluated with enterprise rigour.

Plan

Price

Includes

AI Web-Deanonymization

$10,000

per year, annual contract (quarterly billing around $4,875 per quarter)

Website visitor identification at company and US person level
10,000 credits per month starting allocation
ICP filtering, real-time alerts, Slack, lead routing
CRM sync, webhooks, email and LinkedIn retargeting

This is the tier that competes with RB2B and Leadfeeder, at roughly four to ten times their annual cost, with orchestration features they lack.

Inbound Chat

$20,000

per year, annual contract

Everything in Web-Deanonymization
AI Chatbot with one AI Studio agent
Live chat with warm offers and chat metrics
Automated email follow-up

The middle tier exists to price-anchor Autopilot; teams serious about AI engagement mostly land above it, and teams that are not should land below it.

AI Inbound Autopilot

$30,000

per year, annual contract

Everything in Inbound Chat
Unlimited AI Studio agents
Autopilot agent with AI goal-setting and qualification
Auto email generation, slide generation, and learning

Marketed as the most popular plan. At $30,000 a year this is an enterprise motion sold with SMB branding, and it should be evaluated with enterprise rigour.

Add-ons

GTM Signals Package ($10,000 per year): Bombora research intent, hiring activity, funding events, and competitive intelligence signals.
Warm Experiences ($10,000 per year): Personalized website experiences for identified visitors.
AI 24/7 Video Chat Agent (Contact sales): Video avatar engagement for site visitors.

Billing notes

All published plans are annual commitments; quarterly billing is offered at standard rates without the annual discount, which the pricing page frames as roughly a 30 percent premium for not committing to the year.
Capacity is credit-metered at 10,000 credits a month on starting allocations, and higher traffic means negotiating a larger allocation with sales; per-credit overage economics are not published.
Pricing has been repackaged at least three times: roughly $700 a month in 2024, a $900 a month Data Agent and $1,500 and up Business structure through 2025, and the current $10,000 to $30,000 a year agent packaging in 2026. Confirm current terms directly rather than trusting any third-party price list, including this one, without a check.
The formerly marketed free tier (500 de-anonymized visitors a month) is no longer on the pricing page.
Seats are unlimited on published plans, so the per-user arithmetic that dominates CRM and sequencer pricing does not apply here.
A meaningful deployment realistically lands between $10,000 and $40,000 a year once an add-on and a larger credit allocation are included, which is the number to budget against, not the entry price.

Value assessment: Judged purely as visitor identification, Warmly is poor value: $10,000 a year buys a match rate that independent reviews place below specialist tools costing $79 to $199 a month, and the identification-only buyer should not be here. Judged as a consolidation play, the arithmetic changes. A team separately paying for an identification tool, a chat platform, a sequencer trigger layer, and an ad-audience sync could plausibly spend $10,000 to $20,000 a year across those line items and still own the integration work between them, and Warmly replaces that stack with one intent model and one contract. The honest problem is that this arithmetic only works for companies with enough US traffic, enough pipeline value per deal, and enough staffing to run the engagement motion, which describes a well-funded mid-market team far more often than it describes a small business. The repeated repricing and the disappearing free tier both say Warmly has reached the same conclusion.

Strengths & limitations

Strengths

The widest span in the category: identification, intent signals, AI chat, sequences, retargeting, and live alerts in one platform, where nearly every competitor picks one or two of those and stops.
Real-time engagement is genuinely differentiated. The chat, video drop-in, and warm-call alerting act on a visit while it is happening, which no notification-only tool can do, and which is where the conversion value of identification actually lives.
Intent depth beyond the site: LinkedIn activity, job changes, and Bombora research intent let the platform work named accounts before the first visit, closer to an ABM system than to a pixel.
Unlimited seats on published plans, so sales, marketing, and leadership can all live in the tool without a per-user tax.
A real venture-backed operating company: $17 million in Series A funding from Felicis, NFX, and RTP Global, disclosed revenue and customer numbers, and named customers including New Relic and CircleCI, in a category where some competitors are anonymous data resellers.
More than 40 integrations plus Salesforce, HubSpot, Slack, and Zapier paths, so it slots into an existing stack as the orchestration layer rather than demanding replacement of it.

Limitations

The price. At $10,000 to $30,000 a year on annual contracts, plus $10,000 add-ons, Warmly costs an order of magnitude more than the tools small businesses cross-shop it against, and the entry-level buyer this site serves is mostly priced out.
Person-level identification is effectively United States only, a constraint shared across the category because the underlying identity data and its legal basis are American. International traffic degrades to company-level identification, which cheaper European tools do at least as well with better privacy paperwork.
Match rates trail the specialists. Independent reviews put person-level resolution around 15 to 25 percent of sessions and company coverage near 65 percent, so most visitors stay anonymous, and a buyer comparing on identification volume alone will find better numbers elsewhere for less.
Pricing instability is a pattern, not an incident: at least three packaging generations in three years, a free tier marketed loudly and then withdrawn, and third-party sources that contradict each other because they snapshot different eras. Whatever you negotiate, get renewal terms in writing.
The privacy posture is inherent to the product. Identifying a person who did not introduce themselves and having an AI agent start a conversation with them is the exact behaviour EU regulators and some US buyers object to, and no vendor assurance transfers that risk away from you.
The platform is only as good as the staffing behind it. Autopilot notwithstanding, the high-value motions (warm calls, chat takeover, sequence quality control) need humans available in minutes, and reviewers note the dashboard is thin on the granular attribution and cohort reporting a marketing team would want at this price.
Evaluation is sales-gated. With no advertised free tier or standard trial remaining, you cannot measure your own match rate before a sales conversation, which is precisely the measurement that should precede any purchase in this category.

Head-to-head comparisons

5 alternatives

Warmly vs RB2B

from $0 (Free), then $79 per month (Starter)

This is the clearest philosophical split in the category. RB2B identifies the person and pushes the name into Slack for $79 to $199 a month, month to month, with a free tier and a published overage rate; what happens next is entirely your job. Warmly identifies the person and then acts: chat, sequences, retargeting, warm-call alerts, at $10,000 a year minimum on an annual contract. Both are US-only at the person level, and RB2B's specialist focus means its identification is at least as good as Warmly's per independent reviews. For a small business the buying order is unambiguous: run RB2B first, prove that your traffic resolves and that your team acts on names within the hour, and only then ask whether automating that motion is worth fifty times the spend. Warmly is the right answer for a funded team consolidating an engagement stack; RB2B is the right answer for almost everyone else reading this site.

Full Warmly vs RB2B comparison

Warmly vs Leadfeeder

from 0 euros (Lite), then 79 euros per month billed annually (Discover)

Leadfeeder is the European, company-level, compliance-first incumbent: EU data processing, a permanently free tier covering 100 identified companies a month, paid plans from 79 euros a month, and identification claims up to 45 percent of company traffic. Warmly is the American, person-level, automation-first challenger at platform prices. If your buyers are in Europe, Leadfeeder wins outright, because Warmly's person-level layer will not work on that traffic and its privacy posture will not survive your customers' scrutiny. If your buyers are American and you want the platform to engage them rather than just log them, Leadfeeder has no answer to Warmly's chat, sequences, and warm calling. The budget gap does the rest of the deciding: one starts under 1,000 euros a year, the other starts at $10,000.

Full Warmly vs Leadfeeder comparison

Warmly vs Snitcher

from $49 per month (up to 50 companies identified)

Snitcher is the anti-Warmly: Dutch, bootstrapped, company-level only, deliberately refusing to de-anonymize individual people, priced from $49 a month with unlimited seats and a full-featured 14-day trial. Warmly is venture-backed, person-level, and engagement-hungry at $10,000 a year and up. The choice is really a values-and-geography question before it is a features question. A business that needs to pass a European privacy review, or that simply finds person-level tracking distasteful, gets a genuinely deep product from Snitcher (intent detection, workflows, contact discovery, attribution) at a fraction of the cost. A US-focused team that believes the money is in engaging the identified person in real time will find Snitcher constitutionally unwilling to do that, and Warmly built entirely around it.

Full Warmly vs Snitcher comparison

Warmly vs Factors.ai

from $199 per month (Lite)

These two overlap more than any other pair here: both do company and US person-level identification, both layer Bombora and G2-style intent on top, both orchestrate LinkedIn and ad activation. The differences are entry point and centre of gravity. Factors has a self-serve Lite plan at $199 a month and its soul is measurement: waterfall identification claiming up to 75 percent account coverage, multi-touch attribution, and AdPilot for LinkedIn and Google. Warmly has no comparable entry point anymore and its soul is engagement: chat, video, sequences, and warm calling that act on the visit as it happens. A marketer who needs to prove what created pipeline should pick Factors, and can start for a couple of hundred dollars. A team that wants the website itself to start conversations should pick Warmly, and should budget five figures. Factors' identification numbers are also simply better on paper, which matters if coverage is the constraint.

Full Warmly vs Factors.ai comparison

Warmly vs Vector

from $399 per month (Reveal, 2,500 identified visitors)

Vector treats the identified visitor as an advertising primitive: resolve the person, put them in a matched audience, and let LinkedIn, Google, Meta, and Reddit do the touching, from $399 a month self-serve with a 14-day trial. Warmly treats the identified visitor as a conversation to start now, through chat, sequences, and calls, at $10,000 a year and up. Both are heavily US-weighted at the person level and both go beyond notification into activation, so the real question is which channel you believe in. A marketing-led team that thinks the follow-up should be ads picks Vector and keeps month-to-month flexibility. A sales-led team that thinks the follow-up should be a human or an AI agent in the session picks Warmly. Note that Warmly includes ad retargeting and Vector includes nothing like Warmly's live engagement, so the overlap is asymmetric: Vector is a subset of the motion at a fraction of the price.

Full Warmly vs Vector comparison

Implementation & onboarding

Setup time: The snippet installs in minutes and identifications begin with the next wave of traffic, but that is the trivial part. A real deployment (ICP filters, intent scoring thresholds, chatbot training, sequence content, routing rules, CRM field mapping) is a two-to-six-week project, and the sales-led onboarding reflects that.
Learning curve: Moderate for viewing identifications, substantial for the orchestration layer. Building AI Studio agents that qualify correctly, sequences that read well, and routing that reps trust requires a competent RevOps or demand gen owner. Plan for one person to own Warmly as a system, not a widget.
Onboarding: Sales-led. Published plans are bought through a sales conversation with onboarding assistance, not a credit card form. The self-serve free-tier path that existed in 2024 and 2025 is no longer the advertised route in.
Migration notes: Coming from a notification tool like RB2B or Leadfeeder, there is no data to migrate since identifications are generated fresh from your own traffic; the work is rebuilding filters and routing, then adding the engagement layer those tools lacked. Leaving Warmly is harder than leaving a pixel: chat transcripts, sequence state, and trained agents do not export cleanly, CRM-synced records survive but the orchestration logic does not, and the annual contract means the exit window comes once a year. Time any evaluation against the renewal date.

Platform, API & security

Platforms: JavaScript snippet for any websiteWeb applicationSlack app for real-time alertsChrome extension for prospecting context
API: Webhooks and Zapier plus more than 40 native integrations carry data outward; CRM sync to Salesforce and HubSpot is bidirectional for records and activities. A broad public REST API is not the product's emphasis; Warmly is designed to be configured in-app and to push into the tools around it.
Compliance: SOC 2 Type IICCPAGDPR commitments for company-level processing
Data residency: United States. Person-level identity data is US-sourced and person-level resolution is effectively limited to US traffic; the company has stated European expansion plans on the go-to-market side, but the identity graph is American.
SSO: Available on enterprise arrangements; not a published differentiator on the standard plans.
Security notes: Warmly holds SOC 2 Type II attestation and publishes GDPR and CCPA positions, but a buyer should be clear-eyed about the structural privacy posture: person-level de-anonymization of visitors who have not identified themselves rests on US-market data practices and legitimate-interest style arguments that do not travel to the EU. Deploying the chat and sequence automation on identified individuals is your compliance decision, not the vendor's, and pairing the snippet with a consent management platform for European traffic is your obligation.

Support & resources

Channels: In-app chat and email supportDedicated onboarding and customer success on paid plansSlack-based support for larger accounts
Documentation: A public knowledge base at help.warmly.ai covering the snippet, integrations, Orchestrator triggers including Bombora signals, and agent configuration, plus an unusually high-volume SEO blog comparing every tool in the category (read it as marketing, not neutral research).
Community: No large vendor-run community. The founders, particularly CEO Maximus Greenwald, maintain a loud build-in-public presence on LinkedIn, which functions as the de facto community channel.

Company

Founded: 2020
Headquarters: San Francisco, California, United States
Ownership: Venture-backed
Founders: Maximus Greenwald, Alan Zhao, Carina Boo
Employees: Roughly 50 planned globally as of the February 2025 funding announcement, including a European office
Funding: Approximately $17 million in Series A funding, on top of earlier pre-seed and seed money including a seed led by NFX: an $11 million Series A led by Felicis in October 2023 with participation from NFX, Zoom Ventures, F-Prime Capital, Maven Ventures, and Matchstick Ventures, and a $6 million Series A extension led by RTP Global announced 4 February 2025. Total raised across all rounds is around $21 to $22 million. At the 2025 announcement the company disclosed $3 million ARR and more than 300 customers.

Funding history

Round	Amount	Year	Notes
Seed	Undisclosed (part of ~$5M early funding)	2021	Led by NFX, following the Y Combinator summer 2020 batch.
Series A	$11M	2023	Led by Felicis, announced October 2023 alongside the public pivot from Zoom nametags to warm-lead orchestration; NFX, Zoom Ventures, F-Prime Capital, Maven Ventures, and Matchstick Ventures participated.
Series A extension	$6M	2025	Led by RTP Global, announced 4 February 2025, taking Series A funding to $17 million; the company disclosed $3M ARR and 300+ customers.

Timeline

2020Founded in San Francisco by ex-Googlers Maximus Greenwald, Alan Zhao, and Carina Boo; goes through Y Combinator's summer 2020 batch.
2021Raises seed funding led by NFX and builds virtual nametags for Zoom, a video-call identity widget that grows to close to 30,000 users without converting into a durable business.
2022Begins the pivot away from Zoom tooling in the second half of the year, toward identifying and engaging warm leads on the customer's own website.
2023Announces the pivot publicly in October alongside an $11 million Series A led by Felicis; TechCrunch covers it as Warmly pivoting from a Zoom tool to directing warm leads to sales.
2024Builds out the orchestration platform: AI chat, email and LinkedIn sequences, warm calling, and a free tier of 500 de-anonymized visitors a month that becomes its main top-of-funnel marketing hook.
2025Raises a $6 million Series A extension led by RTP Global on 4 February, disclosing $3 million ARR, 300+ customers including New Relic and CircleCI, and plans for roughly 50 employees; repackages pricing around a $900 a month Data Agent and $1,500 and up Business plan during the year.
2026Repackages again around AI agents: AI Web-Deanonymization at $10,000 a year, Inbound Chat at $20,000, and AI Inbound Autopilot at $30,000, with $10,000 add-ons for GTM Signals and Warm Experiences; the free tier disappears from the pricing page.

Integrations

Slack
Salesforce
HubSpot
Apollo
Outreach
Salesloft
Bombora (via GTM Signals add-on)
LinkedIn (ads retargeting and activity signals)
Zapier
Webhooks
Calendar and meeting booking tools
40+ native integrations in total

Frequently asked questions

13 questions

What is Warmly used for?

Warmly identifies the companies and, for US traffic, the individual people visiting your website, scores them against your ideal customer profile using on-site behaviour and external intent signals, and then engages them: an AI chatbot opens conversations, automated email and LinkedIn sequences enroll identified visitors, retargeting audiences sync, and reps get real-time alerts to call or chat while the visitor is still on the site. It is a visitor identification tool and the engagement layer on top of one, sold as a single platform.

How much does Warmly cost?

As of August 2026 the published list prices are $10,000 a year for AI Web-Deanonymization (identification, alerts, routing, CRM sync, retargeting), $20,000 a year for Inbound Chat (adds the AI chatbot and live chat), and $30,000 a year for AI Inbound Autopilot (adds unlimited AI agents and autonomous follow-up), each starting at 10,000 credits a month. Add-ons run $10,000 a year each for the GTM Signals intent package and Warm Experiences. All plans are annual contracts, with quarterly billing at a materially higher effective rate. Warmly has repriced several times, so verify current terms with sales.

Does Warmly have a free plan?

Not any more, as far as the pricing page shows. Through 2024 and 2025 Warmly marketed a free tier with 500 de-anonymized visitors a month, and many reviews still cite it, but the August 2026 pricing page lists only the paid annual plans. Treat the free tier as historical unless sales offers you something equivalent as a pilot.

How accurate is Warmly's visitor identification?

Third-party reviews place person-level resolution at roughly 15 to 25 percent of website sessions, with high accuracy on the profiles it does match, and company-level identification at around 65 percent of business traffic. That means most visitors remain anonymous, which is true of every tool in this category, and it also means specialist identification tools publish better match rates at far lower prices. Warmly's counterargument is that its value sits in what it does with an identification, not the count of them. The right evaluation is to measure your own traffic, and since there is no longer a self-serve trial, negotiate a pilot before signing an annual contract.

Does Warmly identify visitors outside the United States?

At the company level, yes; at the person level, effectively no. Person-level de-anonymization across this entire category is built on US identity data with a US legal basis, and Warmly is no exception. A visitor in London or Berlin resolves to a company at best. If most of your buyers are outside the US, you would be paying platform prices for company-level identification that European tools like Leadfeeder and Snitcher provide much cheaper with EU data processing and cleaner privacy paperwork.

Is Warmly GDPR compliant, and is person-level identification legal?

Warmly holds SOC 2 Type II attestation and publishes GDPR and CCPA positions, and its person-level product is scoped to US traffic where the practice rests on US data-broker norms and CCPA-style opt-out rights rather than GDPR-style consent. That scope argument protects the vendor more than it protects you: if your site serves European visitors, running a consent management platform and constraining what fires for that traffic is your obligation, and if your brand is privacy-sensitive, note that some buyers object to being identified and engaged without introducing themselves regardless of jurisdiction. Take your own legal advice rather than relying on any vendor's framing, Warmly's included.

What is the difference between Warmly and RB2B?

RB2B is pure person-level identification: it resolves US visitors to names and LinkedIn profiles and pushes them to Slack for $79 to $199 a month, month to month, and everything downstream is your job. Warmly bundles identification with the downstream: AI chat, email and LinkedIn sequences, retargeting, and warm-call alerts, at $10,000 a year minimum on annual contracts. RB2B's match rates are at least comparable and its price is a rounding error by comparison, so the honest sequence for a small business is RB2B first to prove the motion, Warmly later if automating that motion at platform cost ever pencils out.

What are Warmly's intent signals?

Three layers. First party: behaviour on your own site and product, such as pricing-page visits and session depth. Second party: LinkedIn activity, job changes, and new-hire detection at target accounts. Third party: Bombora topic-level research intent plus hiring activity, funding events, and competitive intelligence, packaged as the GTM Signals add-on at $10,000 a year. Any signal can trigger the Orchestrator, so a Bombora spike at a named account can start a sequence before that account ever visits your site.

What is warm calling in Warmly?

Warm calling is Warmly's name for calling a prospect at the moment of demonstrated interest rather than cold. The platform alerts a rep in real time when a person at a qualifying account is live on a high-intent page, with the person, the account, and the session context attached, so the call or chat happens within minutes of the visit. An AI Call Agent is available for teams that want the first touch automated. The motion only works if someone is actually staffed to respond, which is the single biggest determinant of whether Warmly pays for itself.

Who founded Warmly and how is the company funded?

Warmly was founded in 2020 in San Francisco by three ex-Googlers: Maximus Greenwald (CEO), Alan Zhao, and Carina Boo, and went through Y Combinator's summer 2020 batch. It raised a seed led by NFX, an $11 million Series A led by Felicis in October 2023 (announced alongside the pivot from its original Zoom virtual-nametags product), and a $6 million Series A extension led by RTP Global in February 2025, for about $17 million in Series A funding and roughly $21 to $22 million total. At the 2025 raise it disclosed $3 million in ARR and more than 300 customers.

Why did Warmly pivot from Zoom nametags?

The original product, virtual nametags that displayed your name, title, and company around your face on Zoom calls, reached close to 30,000 users but proved very hard to monetize. The team began pivoting in the second half of 2022 toward the problem those nametags were adjacent to, knowing who you are talking to, and relaunched as a warm-lead platform: identify the buyers already on your website and engage them while they are warm. The pivot was announced publicly in October 2023 together with the Felicis-led Series A.

Why has Warmly's pricing changed so often?

Because the company has been repositioning upmarket. Public pricing has moved from roughly $700 a month in 2024, to a $900 a month Data Agent and $1,500 and up Business structure in 2025, to the current agent-based packaging at $10,000 to $30,000 a year in 2026, and the free 500-visitor tier was withdrawn along the way. For a buyer this means two practical things: third-party price lists are frequently stale, and an annual contract can renew into a different packaging, so get renewal pricing in writing before you sign.

Does Warmly replace a chat tool, a sequencer, or an ABM platform?

Partially, and that is the point of its price. The AI chatbot and live chat can replace a standalone chat widget for sales use cases (though not a support desk), the Orchestrator covers visitor-triggered email and LinkedIn sequences (though a dedicated sequencer is deeper for cold outbound), and the intent, scoring, and retargeting layers cover a slice of what enterprise ABM platforms sell. Teams whose stack already includes an identification tool, a chat tool, and glue automation between them are the ones for whom Warmly's consolidation arithmetic can genuinely work.

Editorial verdict

Warmly is what visitor identification looks like when a venture-backed team decides the identification is the cheap part. The platform's real product is the minute after the match: the chat that opens, the sequence that starts, the rep alerted while the buyer is still on the pricing page, and nothing else in this category runs that whole motion in one place. But this site is written for small businesses, and for them the honest verdict is mostly a warning about arithmetic. At $10,000 to $30,000 a year on annual contracts, with $10,000 add-ons, a withdrawn free tier, no self-serve trial, person-level coverage that is US-only and lower than specialist tools, and pricing that has been rebuilt three times in three years, Warmly is an enterprise-shaped purchase wearing SMB marketing. Buy it if you have real US inbound volume, five-figure deal sizes, a staffed team that will answer alerts in minutes, and a stack of point tools you would genuinely retire into it; negotiate a pilot and renewal terms before signing. For everyone else, RB2B at $149 a month answers the identification question, Leadfeeder or Snitcher answer it for European traffic, and the money saved funds a human who follows up, which is the part Warmly cannot fully automate anyway.

Written by the SaaSTracker editorial team. Awards, when shown, are judged against the published criteria in our methodology.