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Warmly,

Score7 out of 10

7 Reviews and Ratings

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What is Warmly,?

Warmly is an account-based orchestration platform that, according to the vendor, aims to help businesses convert website visitors into qualified leads and automate outreach to engage with prospects in real-time. This software solution is targeted at high-growth B2B companies and is commonly used by sales teams, marketing teams, Sales Development Representatives (SDRs), Account Executives (AEs), and B2B SaaS companies. Warmly offers several key features that, according to the vendor, can assist businesses in capturing buyer interest, automating intent-driven outreach, scaling capacity, orchestrating their tech stack, and aligning sales and marketing efforts for improved efficiency and ROI.

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Categories & Use Cases

Warmly, Key Features

Learn about the best (and worst!) features Warmly, has to offer, as determined by TrustRadius' reviewers.
Based on 7 ratings of Warmly,'s features
View all Warmly, features

Top Performing Features

  • Automated sales alerts and tasks

    The software helps ensure that a sales person is notified of lead activity and can act on the information in a timely fashion.

    Category average: 7.9

  • Automated follow-ups

    Email or text follow-up messages are automatically sent in response to buying signals from potential customers. Contacts may be segmented and tagged for auto-replies with personalized messaging.

    Category average: 8.1

  • Lead segmentation and distribution

    Facilitates the distribution and assignment of leads to sales representatives or teams, ensuring a fair and efficient allocation of leads for follow-up and conversion.

    Category average: 8

Areas for Improvement

  • Lead scoring and grading

    Users can set up the software to automatically rate leads based on calculations such as buying signals, such as form submissions, or page views, and automatically qualify leads based on demographic factors.

    Category average: 7.5

  • Integrations with CRMs

    Includes integrations with CRMs such as Hubspot, Salesforce, and Pipedrive.

    Category average: 7.7

  • Integrations with data storage tools

    This may include data storage tools such as Excel or Google Sheets.

    Category average: 8.1

Who Buys & Uses Warmly,

Warmly, Reviews

What users are saying about Warmly,.
View all Warmly, reviews

Decent enough tool but lacks deep features

Incentivized
Verified User
Vice-President in Marketing (51-200 employees employees)

Use Cases and Deployment Scope

We used to identify visitors with intent on our website. Overall, it was decent enough, but nothing special. The onboarding experience was okay. We did get some data off of it, but not more than we get from the likes if R2B. One more important thing is that I found their help chat widget on the bottom right to be questionable.

Pros

  • Identify Visitors.
  • Enrichment

Cons

  • Integration with CRM.
  • Identify obvious data.

Return on Investment

  • Not significant

Usability

Warmly review

Incentivized
Verified User
C-Level Executive in Information Technology (1-10 employees employees)

Use Cases and Deployment Scope

We are tracking the companies who engage with our website and documentation

Pros

  • Alert us on users and companies engaging with our public assets

Cons

  • We are on the free tier and getting slack notifications. It asks us to login to the actual platform once a month otherwise it locks us out. This is annoying

Return on Investment

  • It's nice for the tracking of visitors but i don't think we leverage it to the full potential, the tool seems to have much more than that

Usability

So good almost great

Incentivized
Verified User
Manager in Sales (51-200 employees employees)

Use Cases and Deployment Scope

Primarily for capturing website visitors during their visit and being able to identify who they are, if they have engaged in any marketing activities etc. This is helpful for our ABM initiatives as we are targeting our ICP with personalized messaging. We also use Warmly, for live chat, although that's a pretty standard tool.

Pros

  • Live chat with video
  • Website visitor identification
  • Customer Service
  • Integrations

Cons

  • Visitor accuracy
  • Reporting
  • Lead routing

Return on Investment

  • Helped us double our meetings set from q1 to q2 by providing our sdr team with live website interaction data

Usability

Alternatives Considered

Retention.com

Other Software Used

Fathom AI, HubSpot CRM, Seamless.AI, Slack