Warmly Features
Lead Intelligence (11)
Market Insights
26 reviewers of Warmly have provided feedback on this feature.
Provides tools that help identify key topics that are trending, as well as the content that customers are more likely to engage with.
Account-level Insights
As reported in 27 Warmly reviews.
Helps determine the correlation between ad exposure and site visits, assets downloaded, content, leads generated, etc.
Lead Analysis
As reported in 25 Warmly reviews.
Prioritizes leads through lead scoring, market insights, account-level insights, etc.
Market Insights
12 reviewers of Warmly have provided feedback on this feature.
Provides tools that help identify key topics that are trending, as well as the content that customers are more likely to engage with.
Account-level Insights
As reported in 14 Warmly reviews.
Helps determine the correlation between ad exposure and site visits, assets downloaded, content, leads generated, etc.
Lead Analysis
13 reviewers of Warmly have provided feedback on this feature.
Prioritizes leads through lead scoring, market insights, account-level insights, etc.
Lead Validation
As reported in 45 Warmly reviews.
Product accurately cleans, deduplicates, and verifies lead data.
Lead Enrichment
Based on 46 Warmly reviews.
Product enriches existing lead data with missing information.
Lead Quality
This feature was mentioned in 46 Warmly reviews.
Product provides accurate, up-to-date contact information for leads, such as email address or phone number.
Lead Analysis
44 reviewers of Warmly have provided feedback on this feature.
Prioritizes leads through lead scoring, market insights, account-level insights, etc.
Browser Extension
Based on 44 Warmly reviews.
Product offers a browser extension that validates or enriches lead information within the user’s browser.
Lead Management (6)
Segmentation
As reported in 24 Warmly reviews.
Provides customer and prospect segmentation capabilities, which in turn assists marketing prioritization and effectiveness.
Predictive Scoring
Based on 25 Warmly reviews.
Automatically scores prospects based on behavior and engagement levels.
Account Identification
Based on 26 Warmly reviews.
Helps identify and distribute accounts internally, giving prioritization to those that are more likely to convert to sales.
Segmentation
Based on 14 Warmly reviews.
Provides customer and prospect segmentation capabilities, which in turn assists marketing prioritization and effectiveness.
Predictive Scoring
As reported in 15 Warmly reviews.
Automatically scores prospects based on behavior and engagement levels.
Account Identification
Based on 16 Warmly reviews.
Helps identify and distribute accounts internally, giving prioritization to those that are more likely to convert to sales.
Marketing Campaigns (11)
Omni-Channel Tracking
25 reviewers of Warmly have provided feedback on this feature.
Provides tracking across multiple digital advertising channels, such as video, mobile, and social media.
Revenue Planning
As reported in 24 Warmly reviews.
Helps allocate marketing budget based predicted amount of incoming revenue.
Media Attribution
25 reviewers of Warmly have provided feedback on this feature.
Assists in the attribution of marketing budget by identifying successful campaigns and initiatives.
Opportunity Timeline
Based on 24 Warmly reviews.
Provides a timeline to visualize the effects of individual campaigns, leads, and other opportunities.
Customization
As reported in 23 Warmly reviews.
Allows for custom report types to match the goals of a company.
Journey Analytics
This feature was mentioned in 22 Warmly reviews.
Provides tools to analyze every stage of the customer journey to customize an account-based funnel.
Omni-Channel Tracking
16 reviewers of Warmly have provided feedback on this feature.
Provides tracking across multiple digital advertising channels, such as video, mobile, and social media.
Revenue Planning
Based on 14 Warmly reviews.
Helps allocate marketing budget based predicted amount of incoming revenue.
Media Attribution
This feature was mentioned in 14 Warmly reviews.
Assists in the attribution of marketing budget by identifying successful campaigns and initiatives.
Opportunity Timeline
As reported in 15 Warmly reviews.
Provides a timeline to visualize the effects of individual campaigns, leads, and other opportunities.
Customization
Based on 15 Warmly reviews.
Allows for custom report types to match the goals of a company.
Campaign Execution (4)
Website Personalization
Based on 13 Warmly reviews.
Provides tools that dynamically serve content, messaging, and calls-to-action.
Prioritized Accounts
This feature was mentioned in 14 Warmly reviews.
Helps determine which accounts have the highest/lowest opportunity to convert.
Trending Accounts
As reported in 13 Warmly reviews.
Helps determine the direction of each individual account and how to engage through specific content.
Email Campaigns
11 reviewers of Warmly have provided feedback on this feature.
Connects sales emails with cross-sell/upsell marketing campaigns across multiple channels.
Self-Service Experience (5)
Knowledge Base
Provides a repository of information that can be used by those seeking support.
Searchable Articles
Makes articles in the knowledge base searchable on the web.
Community Forums
Enables users to engage with other users to solve common issues.
Mobile Optimization
Optimizes the customer self-service experience on mobile devices
Personalization
Gives the user targeted, personalized results based on their activity or preferences
Self-Service Platform (4)
Branding
Allows users to add custom branding (logos, brand colors, etc.) to self-service portals, chatbots, etc.
Automation
Automates some or all operation related tasks
Artificial Intelligence
Utilizes artificial intelligence to improve workflows or customer experiences
Integrations
Allows easy integrations with applications, such as messenger applications, APIs, and customer support tools
Lead Facilitation (4)
Customer-facing Chatbot
Offers a chatbot to initiate and carryout inital conversations with prospects and leads.
Lead Qualification
This feature was mentioned in 10 Warmly reviews.
Automatically calculates which leads are the most likely to become a customer.
Lead Follow-up
As reported in 11 Warmly reviews.
Automatically contacts all leads.
Meeting Scheduling
Utilizes natural language processing to set up meetings.
Organization (3)
Opportunity and Pipeline Management
Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide.
Data Entry
Automates the entry of collected data.
Integrations / APIs
Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.
Performance Analysis (2)
Coaching
Provides real-time coaching to sales representatives.
Peformance Tracking
Tracks and analyzes sales representative performance.
Sales Analysis (2)
ROI Forecasting
Measure return on investment and leverage data to predict profitability of future projects.
Sales Forecasting
Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates.
Platform Basics (7)
Centralization
17 reviewers of Warmly have provided feedback on this feature.
Brings together ABM audience creation, management, activation, and measurement all in one centralized platform.
Account Identification and Segmentation
Based on 17 Warmly reviews.
Builds, defines, and segments targeted account audiences.
Lead-to-Account Matching
17 reviewers of Warmly have provided feedback on this feature.
Matches leads to accounts for account-based marketing efforts.
Multichannel Engagement
Coordinates consistent and unified interactions across multiple channels, such as email, social media, website personalization, or direct mail.
Personalized Content and Messaging
Customizes tailored content and offerings that address specific interests or pain points for target accounts.
Website Personalization
Ability to deliver unique content for each account that visits a company's website.
Content Creation and Distribution
Allows companies to create and distribute personalized content within an account-based marketing strategy.
Platform Data (2)
Measurement
This feature was mentioned in 17 Warmly reviews.
Measure the influence and performance of ABM programs for each targeted audience.
Revenue Analytics
As reported in 15 Warmly reviews.
Provides a complete view of how all ABM programs drive revenue.
Platform Additional Functionality (1)
Integrations
Based on 16 Warmly reviews.
Ability to integrate with other martech software that helps account-based programs, including but not limited to CRM software, marketing automation software, buyer intent data tools, etc.
Platform Reporting (2)
Measurement
Ability to monitor page views and conversions per account as they engage with a personalized website and content.
Dashboards
Provides pre-built or customizable performance dashboards and reports for how the personalized content is performing.
Responses (5)
Customization
Customize your chat workflows with rules and automations.
Control
Control who the chatbot converses with (and when).
Route To Human
Has the ability to connect interlocator with a human agent when the need arises.
Menu bars
Can provide interlocators with menus, through which they can choose a relevant response.
Drip sequences
Can send triggered sequence of automated messages sent on a predefined schedule in a targeted fashion.
Platform (7)
Live chat
Provide tools for live chat on one's website.
Integrations
Allows easy integrations with applications, such as messenger applications, APIs, and customer support tools.
Branding
Has the ability to customize look and feel of chatbot to match` company branding.
Analytics
Gives user the ability to analyze conversations with the chatbot and see its performance.
A/B testing
Allows users to test the efficacy of various responses through A/B testing.
Role-based access
Allows for varying access to chatbot and admin settings, depending on user, their role, etc.
Collection of information
Can collect and store information from interlocators, such as email, phone number, etc.
Lead Monitoring (3)
Features
44 reviewers of Warmly have provided feedback on this feature.
Provides features to create and manage lists of potential customers
Performance
Based on 43 Warmly reviews.
Monitors form’s performance and contribution to the sales pipeline
Identification
41 reviewers of Warmly have provided feedback on this feature.
Identifies the visitor, tracks the pages that they are visiting, and the time they are spending on each page
Data Capture (4)
Mobile
36 reviewers of Warmly have provided feedback on this feature.
Records leads using different types of devices
Websites
Based on 39 Warmly reviews.
Captures form submissions from existing forms on websites or landing pages
Social Media
As reported in 38 Warmly reviews.
Captures leads across social media channels
Data
Based on 39 Warmly reviews.
Captures measurable, real customer data gathered directly from a website
Analytics (2)
Export/Import
41 reviewers of Warmly have provided feedback on this feature.
Exports and imports lead data to and from various formats like plain text, spreadsheets, etc.
Reporting
As reported in 41 Warmly reviews.
Supports basic data reporting which includes user engagement analysis, entry and exit statistics, referrer information, etc.
Customization (4)
Forms
Based on 33 Warmly reviews.
Creates custom lead capture forms for specific uses, such as an e-book download or email newsletter
Personalization
Based on 34 Warmly reviews.
Changes colors, calls to action, or form length to personalize lead capture
Templates
31 reviewers of Warmly have provided feedback on this feature.
Provides pre-configured templates that can be customized by users
Integration
This feature was mentioned in 34 Warmly reviews.
Integrates with sales and marketing software solutions to transfer lead data between them
Generative AI (5)
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Summarization
Condenses long documents or text into a brief summary.
Agentic AI - Lead Mining (2)
Cross-system Integration
Works across multiple software systems or databases
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Lead Intelligence (1)
Cross-system Integration
Works across multiple software systems or databases
Agentic AI - Visitor Identification (1)
Cross-system Integration
Works across multiple software systems or databases
Agentic AI - Lead Capture (2)
Cross-system Integration
Works across multiple software systems or databases
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Customer Self-Service (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Account Data Management (5)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Account-Based Analytics (5)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - AI Sales Assistant (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Account-Based Orchestration Platforms (5)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Artificial Intelligence (2)
AI-Powered Data Analysis
Monitors and analyzes a large amount of data points, such as buyer intent and engagement signals to help identify priority accounts or leads.
AI Personalization
Uses AI to automatically generate personalized emails, content, or messaging based on account intelligence and signals.




