SAN FRANCISCO — October 14, 2025 — Warmly, the leader in AI-powered go-to-market tools, today announced the launch of its Marketing Ops Agent, a first-of-its-kind platform that combines AI enrichments and real-time signal monitoring to automatically build, update, and prioritize a list of the highest-value accounts and contacts for marketing teams.
The launch marks a major milestone for Warmly, which has grown ARR 5× since its Series A and now powers marketing teams for high-growth companies like Workboard, New Relic, and Conversion.ai.
“Traditionally, the process of building a target list can take weeks, involves stitching together the results of several different and complex tools and requires constant manual tweaking. And often, the target list you end up with is still sub-optimal and likely out of date before the end of the quarter.” Said Alan Zhao, Co-Founder and CPO of Warmly. “We fix that problem by giving marketers one, easy to use tool that builds a real-time list of accounts and people that actually want to buy from you.”
The End of Spray-and-Pray: Welcome to “Lean Pipeline”
B2B teams are stuck in a vicious cycle of trying to hit inflated pipeline targets with more ad spend, more outbound, and more tools, only to see sales rate continue to decline, revenue flatline, and the cycle to continue with an even higher pipeline goal.
Warmly’s Lean Pipeline approach breaks that cycle. Marketers don’t need to chase massive pipeline targets, they can focus only on the high-fit accounts and the people with intent to buy.
”Warmly sourced MQLs closed at a 50% higher rate and 30% faster than our other sources” - Stephanie Armand, Sr. Rev Ops Manger, Qase
The Super Marketer
The Warmly Marketing Ops Agent is the first tool built for a new generation of “Super Marketers,” the next $500k+ earners in tech.
"The Super Marketer will become the most valuable asset of high-growth organizations," said Maximus Greenwald, Co-Founder and CEO of Warmly. "Our platform empowers these professionals with the tools they need to identify and convert the right opportunities, and transform marketing into their company’s primary revenue driver."
This new generation of marketers will orchestrate sophisticated, highly-targeted, omni channel campaigns at scale at hyper speed. They’ll be able to single-handedly generate 75%+ of a company's total pipeline by leveraging AI tools like Warmly.
“We were able to replace 4 tools and an entire role within our GTM org with just the Warmly Mar Ops Agent.” - David Chase, CEO, Workboard
In the AI era, pipeline quality is the ultimate competitive advantage. Warmly’s Marketing Ops Agent is available today for all customers and integrates seamlessly with existing Warmly signals, and orchestration workflows.
Are you trying to figure out if 6sense is the right sales intelligence software for your marketing and sales team?
In this honest 6sense review, I’ll go over the platform's features, usability, data quality, integrations, and even customer support to help you make an informed decision.
TL;DR
Range of features: 8/10. 6sense offers a good range of features for sales and marketing teams, most notably their dynamic audience-building and visitor identification software. Despite that, the platform does not provide contact-level data of website visitors and does not have live engagement features.
User interface and usability: 5/10. The platform has a steep learning curve that has been confirmed by multiple users of the software. Building automations with the tool’s orchestrator is not easy in the beginning, either.
Data quality: 7/10. There are negative reviews regarding intent data inaccuracies and duplication issues, but there are still some customers who are satisfied with the tool’s keyword research intent data and other signals.
Integrations: 7/10. 6sense has a good range of native integrations, partnerships, and a whole bunch of other integrations that could already be in your sales stack – but some users have reported difficulties setting up the integrations.
Customer support: 8/10. The platform offers best-in-class account management and customer success, but some of the customer support reps have shown poor product knowledge, according to G2 reviews.
Pricing model: 5/10. 6sense does not have transparent pricing, and 3rd party data shows that their average cost is higher than alternatives on the market – making it too expensive for SMEs. The tool has a free plan but with only 50 credits to spend monthly.
Average rating for 6sense: 6.6. No pun intended.
6sense Overview
6sense is an AI-powered ABM platform that combines B2B data with intent signals to automate your ABM workflows.
The platform can identify the accounts that are most likely to buy so your sales reps can react in time.
The tool has gained recognition for its advertising capabilities, which help you build retargeting campaigns based on its intent data.
I think of 6sense as a platform that is ideal for medium-to-large enterprises looking to Identify surging accounts on their website so their sales team can reach out to them and nurture relationships.
💡 Since this review aims to analyze 6sense in good detail, I’ll be giving my unbiased ratings on the platform’s features, user interface, data quality, integrations, and customer support.
Let’s dive deeper into the software’s sales features: 👇
6sense’s Core Features
1. Get access to in-depth B2B intent data
6sense collects intent signals from multiple sources (the platform claims it analyzes 500B+ intent signals monthly), such as website visits, keyword searches, and engagement patterns of prospects.
This data helps sales teams better understand what their target accounts are researching, allowing them to pinpoint the ones most likely to convert.
Sales teams can then create relevant and highly personalized campaigns accordingly to capture the demand.
2. Lead prioritization dashboards
6sense’s lead prioritization dashboards provide your sales reps with a personalized, 360-degree view of all their deals, accounts, leads, etc.
As a result, your sales reps can identify opportunities in real-time and gain a deep understanding of which accounts to focus on and how.
Moreover, all the essential information is constantly updated, meaning that you’ll always have the most relevant and accurate data.
3. Dynamic audience building
6sense provides your team with 80+ segmentation filters that let you quickly define your ICP and identify accounts that best fit it.
It combines proprietary data with your CRM data and the intent signals it picked up to create detailed account lists that enable you to prioritize high-value accounts.
The software dynamically adjusts account lists by moving accounts to different audience segments based on relevant real-time factors such as changes in their buying stage, annual revenue, keywords they are researching, etc.
4. Marketing orchestration
6sense’s platform lets you create dynamic, always-on campaigns that react to buyer behavior and automatically update audiences as they move through the buying journey.
Your team can automate data enrichment, contact acquisition, audience building, and regular syncs between your sales platforms to save time and keep lead data up-to-date.
Rating: 8/10.
6sense offers its customers a comprehensive range of features for sales teams, such as its visitor identification software, lead prioritization, and dynamic audience building for advertising.
However, the solution can only identify companies visiting your website and not actual stakeholders (i.e., who exactly is visiting your website).
The platform also does not have real-time engagement features, such as some 6sense alternatives on the market (e.g., an AI chat) and has no integration with for automated outreach (only with LinkedIn Ads).
For example, customers of the platform are struggling to identify who is engaged with their company when dealing with larger accounts.
‘’We also do not have contact level reporting of who is actually engaged with our company, which can be challenging when engaging larger accounts.’’ - G2 Review.
6sense’s User Interface: Is It Easy To Use?
6sense’s platform does have a lot of functionality when it comes to automations, reporting, and marketing automations – and all of that comes with a slight learning curve for even seasoned sales professionals.
The software’s numerous features are packed into a rather clunky interface, which even satisfied customers of the platform are criticizing in their G2 reviews.
‘’What I dislike about 6sense Revenue AI for Marketing is that it can be complex to navigate initially, requiring a learning curve to fully leverage all its features.’’ - G2 Review.
When it comes to the platform’s automations with their orchestrations, customers of the platform also note that it has been more difficult for them than they originally suspected.
‘’Orchestrations and workflows with 6sense data were more difficult to implement than expected.’’ - G2 Review.
Rating: 5/10.
As reviewers have pointed out, you’d need to spend some time learning how the platform works so you can fully utilize its marketing and sales features.
In fact, when I opened their G2 profile, ‘’learning curve’’ and ‘’difficulty’’ were part of the 4 most common complaints of customers.
6sense’s Data Quality
6sense gives you access to buyer intent and engagement data with bonus predictive analytics into which stage of the buying journey your prospects are.
But just how accurate is this data?
I was able to find 6sense customers on G2 who have reported issues with the platform’s predictive analytics and intent data, which is described as ‘’directional, and not a crystal ball.’’
‘’From an intent perspective, it is not the end all be all or the crystal ball. It is directional. Also, I do find that the predictive model is generous. For example, if an account hits one of our campaign landing pages, it is suddenly in the 'purchase stage', and we often find that rarely means that an account is ready to send us a purchase order!’’ - G2 Review.
I also found some customers who complained about the tool’s data duplication issues, which has resulted in them having trouble with data reliability.
‘’Data can be a bit cumbersome, and we've had problems with data reliability and creation of duplicates.’’ - G2 Review.
On the positive side, there are customers of 6sense who have massively improved their sales pipeline by tapping into intent data, such as keywords and categories.
‘’6sense has been great in helping us identify segments based on key intent features such as keywords and categories. As a product marketer, it is really important we can identify the ICP and make sure the revenue org can clearly engage with their target accounts based on the topics and keywords they are searching for.’’ - G2 Review.
Rating: 7/10.
Despite 6sense’s negative reviews regarding their intent data inaccuracies and duplication issues, there are still some users who are satisfied with the tool’s keyword research intent data and other signals.
My problem with 6sense, similar to platforms like ZoomInfo, is that the tool’s visitor identification software reveals only companies and not individuals.
Good luck prospecting accounts like ‘’Microsoft’’ or ‘’Meta’’ landing on your website.
6sense’s Integrations
The platform integrates with various sales, marketing, and productivity platforms to centralize and maximize your existing sales tech stack so you can create more engaging campaigns with deeper insights.
The platform offers native integration with their partners: Outreach, Gong, Salesforce, and Salesloft, on top of their integrations with tools like Bombora for 3rd party intent signals.
You can also expect to sync your data with other productivity platforms, including LeanData for AI-powered insights and Reachdesk for perfectly-timed gifting to prospects.
However, customers of the platform have noted that integrating the tool with their existing systems has been challenging for them.
‘’Additionally, integrating it with existing systems can sometimes be challenging.’’ - G2 Review.
Rating: 7/10.
Despite 6sense’s native integrations, partnerships, and a whole bunch of other integrations that could already be in your sales stack – I gave the platform’s integrations a 7 instead of an 8 due to the difficulty of integrating some of the tools with 6sense.
6sense’s Customer Support
Even though 6sense does not disclose what customer support you can expect on its pricing page, I was able to get a good idea of the tool’s customer support from G2 reviews.
Users of 6sense are generally positive about the platform’s level of customer support, noting that they were assigned a customer success manager who has been helping them and responding quickly to their requests.
‘’Even though the tool can be quite daunting because of its depth, having a CSM that can help support us is so helpful. Definitely helpful to just send a quick note and get a response right away.’’ - G2 Review.
This positive perception has been confirmed by both mid-market and enterprise customers of the platform, claiming that they’ve had a good experience with customer support.
‘’We have had great customer support and feel like 6sense is always willing to dive in and collaborate to come up with new ideas or solutions we need.’’ - G2 Review.
Despite that, another Enterprise customer of 6sense mentions that the tool’s regular customer support can be a hit or miss with less product knowledge than their customer success team.
‘’Also, while 6Sense's customer success team is top-notch, their customer support is a bit more hit or miss. Some support reps are real product experts and zero in on solutions to issues quickly. Some… not so much.’’ - G2 Review.
Rating: 8/10.
Even though most users are satisfied with the level of customer support that they were provided on 6sense – it seems like some customer support reps do not have the necessary product knowledge to handle more complex issues.
6sense’s Pricing Model: Does It Provide A Good Value For Money?
6sense offers a free plan that provides:
50 credits/month.
Buyer Discovery.
Contact & Company Data.
Alerts.
List Management.
Chrome Extension.
If you need more, you can upgrade to one of three plans:
Team: Includes everything in Free plus:
Technographics
Psychographics
Web, CRM, and SEP Apps
Add to CRM/SEP
Dashboards
Growth: Everything in Team plus:
6sense Intent (Keywords)
3rd Party Intent
Corporate Hierarchy
Prioritization Dashboards
Enterprise: Everything in Growth plus:
Predictive AI Model
AI Recommended Actions
CRM & MAP Activity
6sense doesn’t disclose prices on its website, so you’ll have to contact its sales for more details.
However, Vendr also provides some helpful insights into 6sense’s pricing policy:
Customers are required to enter into a 2-year agreement with 6sense, a commitment that yields high retention.
In addition, it's important to highlight that potential costs may arise due to usage/overages, upgrades, or downgrades.
Finally, according to Vendr’s data, the average 6sense contract value is$56,762/year.
Rating: 5/10.
The tool does not disclose its pricing, but we were able to find that 6sense is on the higher end of the pricing range when compared to other alternatives on the market.
I do like the fact that the platform has a free plan, but you’ll run out of the 50 credit allowance in a matter of days if not hours.
How Does 6sense Compare To Alternatives On The Market?
💡 Check out our in-depth comparison of 6sense vs. ZoomInfo, where we cover the 2 sales intelligence giants in more detail.
What Are Customers Saying About 6sense?
Throughout this 6sense review, I’ve been showing you some of the users’ opinions on the platform – but let’s dive a bit deeper.
TL;DR: 6sense boasts a highly responsive support team, good segmenting accuracy, and a configurable interface. Despite data, customers of the platform report issues with 6sense’s data exports, limited persona targeting and the cost of the software.
Moreover, its persona targeting is highly limited compared to alternatives on the market.
What users love about 6sense:
Good segmenting accuracy with an interface that can be customized.
Ability to view account engagement and gain insights into their current buying stage.
Highly responsive customer support team and excellent account management.
There were some restrictions in ways you could filter or parse out data for particular programs, which made it, at times, difficult to pull and analyze data. Though it was nice having an optimization team to help, it would've likely been more convenient if there were tools in the platform to help with optimization ideas so you didn't need to join a call when looking for optimization help. - G2 Review.
The export of segments to platforms such as Google Ads and LinkedIn Ads is limited, and getting lots of them for exporting more segments is really expensive. - G2 Review.
Common complaints about 6sense:
Persona targeting is described as limiting with no role or title-based matching.
Limited export of segments to platforms like Google Ads and LinkedIn Ads.
The platform has been described as expensive and not affordable for smaller businesses.
Considering the high degree of configurability for account and intent attributes, persona targeting is shockingly limiting, with no true role or title-based matching. Targeting enterprise companies based solely on persona makes for a lot of waste. Other tools are doing exact title matching and have been for a few years. We've had to purchase additional tools to help with this layer, which means we can't launch ads through 6sense either. - G2 Review.
Verdict: Is 6sense Really Worth It?
So far, I've rated 6sense:
Range of features: 8/10.
User interface and usability: 5/10.
Data quality: 7/10.
Integrations: 7/10.
Customer support: 8/10.
Pricing model: 5/10.
Which gives me an average rating of 6.6/10 for 6sense.
To summarize:
6sense is the ideal choice if you:
✅ Are looking for good B2B intent data coverage, especially in the US region.
✅ Need a reliable marketing automation solution.
✅ Want a platform that can integrate with your advertising channels to create highly targeted campaigns.
6sense isn’t the best option if you:
❌ Are looking for a more budget option, as 6sense is more expensive than some of the other alternatives on the market.
❌ Need more website visitor identification functionality, such as contact-level data.
❌ Need more first-party intent data to identify and reach out to warm prospects.
Looking For A 6sense Alternative?
Despite 6sense’s range of features, good range of integrations and a large library of B2B intent data, some customers are still finding faults with the product’s data quality, pricing model, and ease of use.
Enter Warmly (that’s us) – a signal-based revenue orchestration platform that provides a wide range of features designed to:
Capture warm leads that visited your website (first-party data).
Identify the hottest prospects from those visitors.
Automatically engage and nurture them, helping your sales reps to successfully convert them.
Let’s get a closer look at the functionality that makes Warmly an attractive alternative to 6sense for sales teams: 👇
Our platform can identify both companies and the individual profiles that are browsing your website.
As a result, your reps can focus their efforts on the right stakeholders from the get-go.
With Warmly, you’ll get another ace up your sleeve.
Once it identifies website visitors, the platform proceeds to enrich each visitor with:
B2B data (email address, company name, phone number, industry, size, technographic, etc.).
First-party intent data (details of your visitors’ website sessions, such as visited pages, recurring visits, etc.).
Third-party intent data (insights into visitors’ entire digital buyer’s journey, including visits to competitors’ websites, job change intent, etc.).
This combination of first- and third-party intent data enables you to identify the leads that are most likely to buy right now as Warmly picks up the buying signals they’ve left throughout the web—on your website and beyond.
Your sales reps will be able to recognize who your hottest leads are right now and design tailored strategies for reaching out to them.
Why Is Intent Data Important?
Trying to sell a water bottle to someone who just walked out of their office isn’t the same as selling a water bottle to a runner who just finished a workout.
Understanding intent signals and recognizing them in time lets you:
Qualify and score leads with greater precision and easily identify the hottest leads.
Reach out when their interest level is at its peak.
Create a hyper-personalized approach for each lead based on the contextual insights you have at hand, like which pages they visited, what they searched for, etc.
This helped Behavioral Signals shorten its sales cycle by 50-90% and source nearly $7M in its pipeline.
Platforms that omit intent data from their offering slow your lead generation efforts from the get-go, leaving you without one of the most powerful weapons in sales reps’ arsenals.
2. Build Targeted Lead lists With Coldly
We at Warmly have recently included a static B2B database, Coldly, to help users build highly targeted lead lists more efficiently.
Coldly holds data on 200M+ accounts and contacts worldwide, in addition to having more than 25 built-in B2B data filters and the option for creating customized filters to fit specific business needs and industries.
Moreover, since the data is refreshed daily, you can have peace of mind that all your essential B2B data is accurate, relevant, and up-to-date.
You can do anything from building contact lists to automatically enriching your CRM contacts without spending hours on this.
3. Streamline Sales Engagement Processes
Warmly’s automation features are by far one of the things most customers love about the platform.
Warmly uses intent signals it picks up to build complex workflows on top of them, enabling you to reach out to all the right leads at the best possible time.
It provides several automation features, including:
Orchestrator, which lets you automate email outreach. The Orchestrator is highly configurable, meaning you can set up all the important parameters as you see fit, including:
The action that triggers the workflow (lead matching your ICP lands on your website or a website visitor comes back to your pricing page).
Filters that define which companies and individuals should be included in the workflow (these include everything from company size and industry to job position and seniority, etc.).
The course that the workflow should take (send a contextual email, a personalized DM, or a connection request).
This capability solves for time-to-lead, while SDRs can take over ones that respond and provide a personalized experience.
The AI-powered prospector prevents quality leads from falling through the cracks simply because you didn’t have a sales rep on hand.
💡Note: You will need to be on one of Warmly’s paid plans to gain access to AI Prospector. For ARC, the ROI was 200% over 6 months.
AI Chat, which is an AI-driven chatbot that can be trained to:
Qualify leads.
Answer their questions.
Book meetings.
Offer relevant collaterals.
Engage leads.
Lead routing, which lets you set up real-time Slack notifications that will alert the adequate sales rep whenever a lead matching certain criteria lands on your website or takes a high-intent action.
The combination of these automation features ensures that:
Every high-value lead will be engaged.
Your sales reps will have more time to focus on things that matter than most rather than act as surveillance guards on your website 24/7.
4. Live Video Chat
Engaging your leads while they’re still hot can make the difference between a successfully closed deal and an opportunity that is forever lost.
With Warmly, you won’t have to worry about that, as its Live Video Chat feature lets you engage leads while they’re still visiting your website.
In the “Warm Calls” section of Warmly’s dashboard, your sales team can see who’s visiting your website right now and monitor their session in real-time.
Once you detect a high-intent lead based on Warmly’s insights or a visitor matching your ICP, you can engage them in a video chat immediately.
Alternatively, you can rely on automated lead routing to notify reps whenever a high-value lead ends on your website.
This allows you to monitor their website interactions and hop on a call when they assess the time is right.
Micro: Starts at $333/month when billed annually and adds unlimited seats, 5,000 monthly visitors revealed, first-party intent signals, alerts, and access to Warmly’s extensive database of B2B contact data.
Starter: Starts at $12,000/year, everything in Micro, plus 10,000 monthly visitors, third-party signals, AI Chat, and CRM syncs.
Business: Starts at $19,000/year for up to 10,000 visitors or $28,000/year for up to 75,000 visitors, everything in Starter, plus second-party signals, sales orchestration, and lead routing.
Enterprise: Starts at $30,000/year, lets you identify a custom number of visitors, includes everything in Business, plus custom signals and warm calling.
How Does Warmly Compare to 6sense?
6sense is an excellent option for your business if you are looking for predictive analytics, keyword identification and site heatmaps.
Warmly, on the other hand, shines in finding and engaging prospects who are looking to buy and are likely to respond to your outreach.
Our platform might not have predictive analytics into where customers are in their buying journey or intent data from keywords, but we offer:
Website de-anonymization signals at the contact level.
Automated email retargeting.
Automated DMs retargeting.
Live session replays.
Chat video messaging so you can contact your prospects as they are browsing through your pages (e.g., pricing page).
Find Out Who Your Warmest Leads Are With Warmly
If you’re looking for a purely ABM platform with solid intent data, 6sense might be the way to go for your organization.
The platform’s capabilities of detecting buyer intent on your website are significantly limited compared to Warmly's, as they do not reveal contact-level information.
This limitation also affects 6sense’s marketing automations, which cannot be fine-tuned to engage only the warmest prospects—which your company is mostly interested in.
With Warmly, all that changes.
Our revenue orchestration platform helps you to identify website visitors (to the contact level), detect the hottest leads among them, and engage them via automated outreach sequences perfectly tailored to each lead.
You’ll be able to identify that Joe from Microsoft has been browsing your pricing page and then reach out to him – or why not right on your pricing page with a chatbot or video chat?
If you want to be able to do that, then you can try Warmly for free to start building a steady, warm pipeline in minutes.
Or, book a demo with our team for a personalized tour of all of Warmly’s capabilities.
AI marketing agents are quickly becoming the secret weapon behind some of the smartest campaigns out there.
When it comes to marketing agents, we're not just talking about tools that help.
We’re talking about AI that acts - analyzing data, building strategies, generating content, and making decisions in real time.
If that sounds futuristic, well… it kind of is. But the wild part? It’s already happening.
Teams everywhere - from scrappy start-ups to enterprise giants - are starting to rely on AI agents to handle tasks that used to eat up hours.
The kind of work that used to take a full team, such as automated campaign creation, real-time audience segmentation, and instant performance insights, is now being handled by intelligent, always-on digital assistants.
In this article, I’ll walk you through what AI marketing agents actually do, the most powerful ways they’re being used, and which tools are leading the charge.
Let’s begin!
What Are AI Marketing Agents?
AI marketing agents are intelligent, task-oriented digital assistants powered by AI, designed to perform specific marketing functions autonomously or semi-autonomously.
Unlike traditional marketing tools that require constant manual input, these agents can take action, make decisions, and even adapt their behavior based on real-time data and feedback.
Think of them as mini marketers built with code.
They can write email sequences, A/B test landing pages, launch and optimize ad campaigns, track user behavior, and personalize customer experiences across channels.
Some are designed for one specific job (like optimizing subject lines), while others operate as full-blown strategists, capable of managing entire workflows with minimal oversight.
What sets AI marketing agents apart from traditional marketing tools is their ability to learn and improve over time.
They’re built on machine learning, large language models, and other smart tech, so they’re not just following a script. They’re constantly evolving based on what works and what doesn’t.
Today, they’ve already become more than just an isolated experiment. They’re mainstream. Marketing teams everywhere are treating them as an extension of their workforce.
How Are AI Marketing Agents Revolutionizing Marketing in 2026?
In 2026, AI marketing agents aren’t just helping marketers work faster. They’re actually changing the very nature of marketing.
We’re seeing a shift from reactive marketing to proactive, always-on engagement.
AI agents can detect patterns, predict outcomes, and respond in real time - something no human team could do at scale.
They enable hyper-personalization without burning out your content team. They reduce the guesswork in campaign planning. And they’re making it possible for smaller teams to compete with the big players.
From generating data-driven insights in seconds to running personalized ad campaigns across multiple platforms simultaneously, these agents are giving marketers superpowers.
They’re freeing up human brains for strategy, creativity, and connection - the stuff that really moves the needle.
What Are the Different Types of AI Marketing Agents?
AI marketing agents come in different shapes and specialties. Here are a few of the most common types:
Content generation agents - These tools write blogs, ad copy, emails, social posts, and more. Some can even match brand voice and tone on the fly.
Email marketing agents - Think AI that manages your list, crafts personalized emails, optimizes subject lines, and analyzes open and click-through rates—all without constant oversight.
Ad optimization agents - These handle everything from bidding strategy to A/B testing creatives, using real-time performance data to boost ROI.
SEO agents - Tools that research keywords, optimize content, track rankings, and suggest on-page improvements automatically.
Analytics & insights agents - These turn raw data into meaningful insights, surfacing what’s working, what’s not, and what to do next.
Chat & customer support agents - AI-powered chatbots that go beyond scripted responses, delivering helpful, natural-sounding interactions across touchpoints.
Some platforms even offer multi-agent systems - basically a team of AI agents working together across tasks, communicating and sharing data to make smarter decisions as a unit.
Now that we have that covered, let’s look at the most common use cases for AI marketing agents today.
Top 9 Use Cases of AI Marketing Agents
AI marketing agents are being used across nearly every area of modern marketing, but some use cases really stand out in terms of impact, efficiency, and scalability.
Let’s break down some of the most powerful applications today - the ones teams of all sizes are actively benefiting from.
1. AI Agents for Conversational Marketing & Customer Support
Customer support used to mean live agents and long wait times.
Now, AI marketing agents are powering conversational experiences that feel instant, human, and helpful, whether it's through chatbots, email responses, or voice interactions.
These agents can answer product questions, recommend solutions, upsell based on user history, and even troubleshoot basic issues 24/7.
They’re not replacing your support team but enhancing it, handling the repetitive stuff so your human agents can focus on high-impact conversations.
These chatbots are even more handy when it comes to marketing.
Namely, for marketers, this is a goldmine.
Every interaction is an opportunity to engage, delight, or convert.
With AI agents integrated into your website, CRM, and messaging tools, you can turn support into a proactive channel that drives loyalty and sales.
This chatbot agent is powered by an advanced NLP AI model that can be trained to perfectly fit your brand voice, business objectives, and its designated purpose.
You can train it on your relevant data to make sure it will maintain a consistent tone of voice while tackling a wide range of tasks, such as:
Engaging high-intent leads (e.g., leads that visit your pricing page and stay there more than 10s).
Qualifying leads by asking qualificatory questions (e.g., “What brings you here?”).
Offering relevant collaterals (e.g., a whitepaper on the impact of AI tools on marketing to leads who have visited the feature page of an AI-powered tool).
Answering their queries regarding pricing, features, or other relevant matters.
Booking meetings.
Looping in human SDRs when necessary.
Because it is powered by sophisticated AI, Warmly’s AI Chat can handle a much broader spectrum of actions than regular chatbots while ensuring that each lead interaction is contextual, relevant, and personalized.
The result?
Higher engagement, more booked meetings, and more closed deals.
2. AI Agents for Customer Journey Orchestration
This is where things start to feel like magic.
AI agents can now orchestrate entire customer journeys - from the first touchpoint to post-sale engagement - automatically adapting to individual behavior at every step.
It's like having a hyper-attentive and intelligent conductor directing each customer’s unique path through your funnel.
For example, if someone interacts with your website or engages with your content, the agent might follow up with a retargeted email or DM.
Moreover, the agent personalizes each touchpoint based on every lead’s unique data and preferences, ensuring that the messaging will resonate with them.
These AI agents pick up the high-intent leads Warmly detects on your website and add them to hyper-personalized outreach campaigns via SMS, or email.
They leverage the intent and B2B data Warmly has on each lead to personalize every message, going far beyond the usual first names and company names.
Instead, AI SDRs use more nuanced information, such as leads’ interactions with your website, research of competitors’ websites, etc., to craft compelling and engaging messaging.
Rather than rigid funnels, you get fluid, intelligent experiences that guide leads forward based on real-time behavior.
It’s a huge win for both marketers and customers - less friction, more value, higher open and response rates, and more qualified meetings.
3. AI Agents for Content Creation
One of the most popular and practical uses of AI marketing agents is content creation.
These agents can research, draft, and optimize content across formats, including blog posts, newsletters, social captions, product descriptions, and more.
They save marketers a massive amount of time while helping brands maintain a consistent voice and publishing rhythm.
But they’re not just spitting out generic text.
Today’s content agents understand tone, structure, and audience intent.
You can ask one to write a persuasive product intro for Gen Z buyers, and it will tailor the message accordingly.
Some can even perform SEO research, integrating relevant keywords and optimizing content for search rankings without requiring input from multiple tools.
What makes this use case especially game-changing is how it shifts content from a bottleneck to a growth lever.
Small teams no longer need to outsource or delay publishing schedules.
AI agents can produce first drafts in literal minutes, freeing up human writers to refine, strategize, and focus on higher-level storytelling.
4. AI Agents for Campaign Personalization
Honestly speaking, real personalization at scale used to be a dream.
Now, with AI marketing agents, it’s the default.
These agents can segment audiences in real time, customize messaging based on user behavior, and adapt campaigns as customer data evolves.
It’s like having a personal marketer for every contact in your database.
Warmly’s Orchestrator functions on that principle.
It monitors your website for high-intent leads that match your ICP criteria and includes them in tailored email and campaigns.
Let’s say someone visits your pricing page twice but doesn’t sign up.
Warmly’s Orchestrator agent can recognize this intent and trigger a personalized email with a special offer, a case study, or an icebreaker message without you lifting a finger.
Learn how the Orchestrator helped a LinkedIn marketing agency, Straightin, get $10,000 in revenue in just 2 weeks.
It’s not just automated. It’s contextual and relevant, increasing the likelihood of conversion.
The beauty of this use case is in the blend of automation and intelligence.
We’re moving beyond static drip sequences toward dynamic journeys that adapt to each user.
That’s a massive leap forward for customer experience, and it's why companies using AI for personalization are seeing higher engagement and retention.
5. AI Agents for Ad Campaign Management
Running paid campaigns across Google, Meta, LinkedIn, and TikTok?
That’s a full-time job unless you’ve got an AI ad agent doing the heavy lifting.
These agents can create ad copy, select visuals, test variations, optimize bidding strategies, and monitor performance in real time.
Rather than reacting to ad fatigue or overspending days later, AI agents spot trends and pivot fast.
They might pause underperforming ads automatically or shift budget toward top-performing creatives, all while keeping costs in check and ROI on the rise.
Some even suggest new campaign angles based on historical performance and competitor data.
This use case is especially powerful for performance marketers juggling multiple platforms.
AI agents act like your 24/7 campaign managers, always learning and optimizing. That means more wins, fewer wasted dollars, and a lot less stress.
6. AI Agents for Email Marketing Automation
Email has been around forever, but with AI agents running the show, it feels brand new.
These agents don’t just schedule blasts; they tailor content, adjust send times, craft subject lines, and segment lists based on behavior, engagement, and lifecycle stage.
Imagine having an agent that knows exactly when to send a re-engagement email to a dormant lead or one that notices someone clicked your demo link but didn’t book, then follows up with a persuasive nudge.
AI makes this kind of logic-driven engagement effortless and consistent.
What makes this use case stand out is its compounding effect.
As agents collect more data over time, they get better at timing, tone, and targeting.
That leads to higher open rates, more clicks, and better conversions.
For marketers who rely on email to nurture leads or onboard customers, this is a no-brainer upgrade.
7. AI Agents for SEO Optimization
SEO is one of those marketing pillars that demands a million little tasks, such as keyword research, on-page optimization, internal linking, meta descriptions, content updates… the list goes on.
AI SEO agents streamline all of it. They can audit your site, surface ranking opportunities, suggest improvements, and even generate optimized content based on search intent.
Some go even further by automatically analyzing your competitors, identifying keyword gaps, and recommending backlink strategies.
The best ones even integrate with your CMS to push updates directly, turning what used to be a painstaking process into a near hands-free experience.
The real power here? These agents never stop.
SEO isn't something you do once and walk away from—it’s ongoing. AI agents monitor fluctuations in rankings, adapt to algorithm updates, and fine-tune your marketing strategy in real time.
That’s a level of consistency and speed that’s hard to match without a dedicated (and expensive) SEO team.
8. AI Agents for Social Media Management
Managing social media can feel like shouting into the void, and keeping up with trends, platforms, and algorithms is a job in itself.
AI social agents help take back control. They can create post variations, suggest hashtags, schedule content at optimal times, and analyze performance across multiple channels.
But they’re more than just schedulers and auto-content generators.
Many are now trained on specific tones and voices, so they can write on-brand captions and adapt messaging based on the platform (e.g., casual on TikTok, polished on Social).
Some even monitor comments and DMs, surfacing the most important ones for human follow-up or responding instantly with helpful info.
This use case is especially great for lean teams that don’t have a dedicated social strategist.
With the right AI agent, you can stay active, relevant, and responsive without burning hours every week.
Plus, it gives you real-time insights into what your audience actually cares about.
9. AI Agents for Lead Scoring and Qualification
Your pipeline is only as good as your leads. And AI agents can now qualify, score, and prioritize them better than most humans.
These agents analyze behavioral data, firmographics, engagement history, and more to determine which leads are sales-ready and which need nurturing.
No more wasting time chasing cold leads.
AI agents can flag high-intent prospects the moment they hit key triggers like visiting your pricing page, downloading a whitepaper, or opening multiple emails in a short time.
They can also automatically assign leads to the right rep or segment, keeping your CRM squeaky clean and action-ready.
The best part?
These agents aren’t just rule-based - they’re predictive.
Over time, they learn what behaviors typically lead to a sale and get sharper at spotting them early.
That means your sales team spends more time closing and less time guessing.
The 4 Best AI Marketing Agents on the Market in 2026
There’s no shortage of AI marketing tools out there, but not all of them function like true agents.
The ones below don’t just give you data or spit out content - they take action, make decisions, and deliver results.
So, let’s look at the four best AI marketing agents in 2026, each serving a unique use case.
1. Warmly – For AI-Powered B2B Lead Qualification & Customer Journey Orchestration
Warmly acts as your outbound SDR but smarter and faster.
It identifies high-intent website visitors, qualifies them using detailed B2B and intent data, and instantly personalizes outreach - via email, or AI Chat.
It’s ideal for B2B teams looking to scale personalized sales outreach without scaling headcount.
In addition to its website traffic deanonymization, AI-driven chatbot, SDR agents, and the Orchestrator, Warmly also offers:
Warmly offers a free forever plan that allows you to reveal up to 500 monthly visitors, set up ICP filters to quickly identify high-quality leads, and automate basic lead routing.
If you need more, there are three tiers to choose from:
Data Only: Starts at $499/mo when billed monthly or $4,000 when billed annually, lets you identify up to 5,000 monthly visitors, first-party intent signals, alerts, and access to Warmly’s B2B prospecting database.
Business: Starts at $19,000/year for up to 10,000 visitors or $45,000/year for up to 75,000 visitors, everything in Data Only, plus third and second-party signals, sales orchestration, AI Chat, and lead routing.
Enterprise: Custom pricing, custom number of visitors, everything in Business, plus custom signals and warm calling.
2. Jasper – For AI-Driven Content Creation
Jasper is your go-to AI agent for content production at scale.
Whether you’re creating blog posts, product descriptions, or email copy, Jasper can generate on-brand content fast.
Its workflows and brand voice memory make it perfect for marketers who want consistent messaging across multiple formats and channels.
Its key features include:
Brand Voice - Jasper lets you lock in your brand’s tone, style, and messaging guidelines so every piece of content it generates stays on-brand.
SEO & Performance Mode - Integrated with tools like Surfer SEO and Grammarly, Jasper helps you create content that ranks and reads well. Its “Performance Mode” offers real-time suggestions to improve clarity, tone, SEO score, and conversion potential as you write.
AI image generation - Jasper includes options for creating compelling visuals to go with your content.
Pricing
Jasper.ai has 3 pricing plans:
Creator: $49 month/seat (1 user only).
Pro: $69 month/seat (up to 5 users).
Business: Custom pricing.
Its Creator and Pro plans have 7-day trials, so you can try them on for size before subscribing.
3. Mutiny – For Website Personalization & CRO
Mutiny is a conversion-focused AI agent that personalizes your website content based on visitor segments.
It automatically adjusts headlines, CTAs, and messaging depending on industry, size, or funnel stage.
It’s perfect for SaaS and B2B companies trying to boost conversion rates without hand-coding every variation.
Some of its best features include:
No-code website personalization - Mutiny allows marketers to personalize website content (e.g., headlines, CTAs, and copy) based on firmographics, behavior, or campaign source for different visitor segments without touching code.
Dynamic audience segmentation - Mutiny can identify who’s visiting your site and automatically group them into actionable segments like enterprise prospects, returning visitors, or high-intent leads.
A/B testing & predictive analytics - Mutiny’s A/B testing engine lets you experiment with different variations and then uses AI-powered insights to predict which version will drive better results.
Pricing
Mutiny doesn’t disclose prices.
You’ll have to book a demo or contact its team to get more details.
4. AdCreative.ai – For Automated Ad Creative Generation
AdCreative.ai is built for performance marketers who want high-converting ads without creative burnout.
The AI generates ready-to-launch ad creatives and copy for Google, Meta, and other platforms, then refines them based on campaign performance.
It’s a great choice for agencies or teams managing multiple paid campaigns.
Its key features are:
Generates ads at scale - AdCreative.ai automatically produces high-converting ad visuals and copy for platforms like Google, Facebook, Instagram, and LinkedIn. Just input your product or campaign details, and the AI generates dozens of ready-to-launch ad variations in minutes—great for testing at scale without designer delays.
Performance-based scoring system - Each creative comes with a predictive performance score powered by AI, so you can prioritize the versions most likely to convert.
Seamless integrations with ad platforms & CRMs - AdCreative.ai connects with tools like Google Ads, Meta Ads Manager, Zapier, and HubSpot, allowing you to push creatives directly to your campaigns or workflows.
Pricing
AdCreative.ai has four pricing plans:
Starter: Starting at $39 and going up to $189 depending on the number of ad downloads you want, includes 2 users and 1 brand, in addition to access to all the platform’s AI features.
Professional: Starting at $249/mo and going up to $499/mo, includes 20 users, 3 brands, and access to Pro feature toolkit.
Ultimate: Starting at $599/mo and going up to $1099/mo, includes 50 users and 10 brands.
Enterprise: Custom pricing, has custom limits and advanced security features.
Next Steps: Automatically Engage with High-Intent Prospects on Your Website with Warmly’s AI Agents
By now, it’s clear that AI marketing agents aren’t just helpful assistants.
They’re proactive, intelligent operators that are reshaping how modern teams work, tackling everything from content creation and ad management to email automation and customer journey orchestration.
And when it comes to putting this power to work right now, Warmly is the tool that stands out.
Its AI agents and chatbots are built to identify, qualify, and engage high-intent leads the moment they land on your site, keeping your pipeline moving while letting your team focus on closing deals.
So, if you’re ready to let your website work smarter - as your next ideal customer might already be there - you’ve got two easy next steps:
Book a demo to see exactly how Warmly’s AI agents work in your flow, or
Are you wondering if UnifyGTM is the right fit for your sales efforts or if you should look for an alternative solution?
We researched dozens of platforms, reviewed verified reviews on G2, and talked to sales and marketing leaders to build a list of the 10 best UnifyGTM alternatives in 2026.
This buyer guide covers each tool’s features, pricing, pros/cons, and use cases to help you make an informed decision.
Why Look For UnifyGTM Alternatives?
The lead generation platform has received praise for its ability to identify potential buyers, personalize outreach in email, and streamline your pipeline development.
Despite that, some users of the platform as well as our in-house experts have expressed concerns about the tool’s pricing model and identification capabilities. ⤵️
#1: The Pricing Model Does Not Fit The Budget Of Small Business Owners
The first drawback of UnifyGTM for us is how expensive it can get for small business owners.
A verified user review on G2 notes that their pricing model does not fit their budget and recommends the platform to include a lower budget option for smaller brands.
‘’The only major downside for me is the pricing. While it may be competitive with similar tools, as a small business owner, their pricing model doesn’t quite fit my budget. I would suggest offering a "small business tier" to make it more accessible for companies like mine.’’ - G2 Review.
#2: Limited Identification Features
The 2nd thing that we wanted to touch on was that UnifyGTM has limited functionality for de-anonymizing some visitors at the company level.
Even though the brand claims to offer personal-level de-anonymization, UnifyGTM can only do that through specially marked links via email.
Our in-house experts believe that this is both inconsistent and prone to failure.
#3: Limited GTM Plays
Last but not least, UnifyGTM limits the number of Plays you can run within the platform in the Growth plan (2) and the channels you can use.
Unify’s Plays are crucial for prospecting, qualifying and reaching out to prospects so such a limited number of workflows will push some organizations to look for the more expensive plans.
What Are The Best UnifyGTM Alternatives In 2026?
The best alternatives to UnifyGTM are Warmly, 6sense, and ZoomInfo with their signal-based revenue orchestration solutions and end-to-end sales management capabilities.
Here's a detailed breakdown:
ToolUse CasePricingWarmlySignal-based revenue orchestration: lead scoring, AI SDR, chat, and live lead engagement.Starts from $10,100/year.6senseIdentifying high-intent accounts using predictive analytics and dynamic segmentation.Free plan (50 credits/month); Paid plans: Team, Growth, Enterprise – all custom pricing. ⚠️ Average contract: $123,711/year (per Vendr).ZoomInfoEnd-to-end sales engagement and B2B data enrichment with ad targeting.No public pricing. Pricing depends on features, user licenses, and credit usage. Must contact sales.AlbacrossEU-focused lead enrichment with visitor identification and ad retargeting.Self-service: €79/month (billed annually); Growth: Custom pricing.KoalaProduct usage analytics and intent data to drive upsell and customer retention.Free plan (250 accounts); Growth: $750/month; Business: Custom pricing.Apollo.ioLarge B2B database access with verified contact info and outbound automation.Free plan; Basic: $49/user/month; Professional: $79/user/month; Organization: $119/user/month (billed annually).DemandbaseEnterprise ABM orchestration with personalization, retargeting, and sales insights.Custom pricing. Platform fee + flat user fee depending on scale.UpLeadVerified B2B contact discovery with downloadable leads and credit-based pricing.7-day free trial (5 credits); Essentials: $99/month; Plus: $199/month; Professional: Custom pricing.Seamless AIAI-powered contact data enrichment and prospecting automation with job tracking.Free plan (50 credits); Pro and Enterprise plans: Custom pricing.LushaB2B contact discovery and outreach with AI prospect recommendations.Free plan (50 emails, 5 phone numbers); Pro: $37.45/month; Premium: $59.95/month; Scale: Custom pricing (all billed annually).
#1: Warmly
Warmly offers the best alternative to UnifyGTM as it provides you with the most accurate, real-time, person-level de-anonymization data and signal tracking to help you identify your warmest leads and reach out to them immediately.
Disclaimer: Even though Warmly is our visitor identification platform, we’ll aim to provide an unbiased perspective into why it is the best UnifyGTM alternative on the market in 2026.
Warmly helps you identify individual and company accounts visiting your web pages and proceeds to enrich them with:
B2B data, including contact data, firmographic, technographic, CRM data, etc., that lets you figure out whether they’re a match for your ICP and high-performing accounts.
First-party intent data, which helps you understand how likely they are to buy based on their interactions with your website (visited pages, time spent on each page, recurring visits, downloaded collaterals, etc.).
Second-party data by monitoring your prospects’ and help you find all of the relevant stakeholders of the company.
Third-party intent data, which shows you their readiness to buy by providing actionable insights into their entire digital buyer’s journey, including search history, visits to competitors’ websites, job change intent, etc.
Your team can recognize high-intent accounts from the start—both at the company and individual levels – allowing sales development representatives to focus their efforts on them while they’re still surging.
Orchestrate Sales & Marketing Workflows
Warmly helps you put various parts of your sales and marketing operations on autopilot, enabling your sales development representatives to focus on what matters most—making strategic decisions and converting high-value leads.
Our platform’s Orchestrator enables you to automate and email outreach, as well as CRM enrichment.
Setting up automation within the Orchestrator is easy:
Step #1: Define the trigger that’s going to set off the workflow (e.g. a lead that matches your ICP lands on your website or takes a specific high-intent action like visiting the pricing page more than once).
Step #2: Define your ICP and high-value leads so that the Orchestrator knows who to target (filters you can use include company size, industry, location, tech stack, an individual’s job position, and many more).
Step #3: Specify an action it should take, which can include:
Sending a request and/or personalized DM.
Sending a contextual email.
Syncing relevant data to your CRM to keep your records fresh and relevant.
💡 Unlike UnifyGTM, Warmly offers lead routing functionality that ensures each company and individual account is handled by the appropriate sales rep while their interest is at its peak.
For example, you can set up Slack notifications to alert the right rep when:
An ICP-matching account lands on your website.
Asks a high-intent question in the chatbot.
Takes other relevant action.
As a result, no quality lead will fall through the cracks ever again.
Finally, you can also leverage Warmly’s AI Chat which helps you automatically engage and qualify leads. The chatbot will make sure to:
Ask contextual, relevant questions.
Give correct answers and offer collateral based on the account’s interests and preferences.
Book meetings, and more.
Engage High-Ticket Accounts Live
Being able to detect surging accounts in real-time is good, but it won't do you much good unless you can pounce on them at the right time.
Warmly solves this issue by including a feature that lets you engage leads live – while they’re still browsing your website.
Reps can choose between two options:
Text chat, meaning they’ll replace the chatbot and talk to prospects themselves.
Video chat that lets you hop on a video call straight from Warmly.
This way, instead of booking meetings for who knows when and risking missing the opportunity to convert high-intent leads, you can chat them up while they’re still hot and close more deals effortlessly.
A Daily-Updated B2B Prospect Database: Coldly
Warmly lets you get access to Coldly, a database with 200M+ accounts and contacts that gives your sales team an excellent starting point for prospecting.
Coldly includes all the B2B data your sales reps need to make initial contact, including:
Validated emails.
Phone numbers.
Profiles.
The database also provides 25+ B2B filters and customizable data filters that you can set up, enabling you to build highly targeted prospect lists in a few seconds.
Lastly, Coldly also has a browser extension that lets you scrape essential B2B contact data from any source on the web, including profiles, company websites, etc.
This way, your team will have both accurate contact data at their fingertips and the right tools to pick up buyer intent signals and set up workflows on top of them.
In addition to deep integrations with several lead intelligence and sales platforms, Warmly provides a Warm Bundle—partner discounts for over 25 sales, marketing, and GTM tools.
This way, you can access many relevant tools and combine them with Warmly at a fraction of their usual price.
What Is The Difference Between Warmly & UnifyGTM?
The biggest difference between Warmly and UnifyGTM comes down to data quality:
Warmly does person-level de-anonymization from any source. Our platform also quality checks all of our data and signals using 10+ data providers.
UnifyGTM claims to offer personal-level de-anonymization but can only do that through specially marked links via email. As we already mentioned, we believe this to be both inconsistent and prone to failure.
Warmly sets the standard for de-anonymization of data quality for the industry.
In fact, we invest over $1M per year on data providers and pass the return on that investment directly to our customers.
Access to different intent signals, such as contact level website de-anonymization, third-party research, and monitoring intent signals.
Access to different retargeting automations other than email, including DM retargeting, AI-powered customizable chatbots and Ad retargeting automations.
The ability to send leads to the right salesperson automatically and automatically notify them via Slack with a high-intent lead is active on your website.
A way to instantly engage with your highest intent leads with Warmly’s AI chat, as well as the ability to create a human-to-human connection through video chat on your site.
Access to a cold contact database, including emails, profiles, and phone numbers.
Access to live session replays.
A free email and database that comes with a <1% bounce rate.
A Bombora integration that lets you proactively reach out to your warm leads and track who’s researching terms relevant to your product and brand and get in front of them before your competitors do.
Access to advanced lead routing and round robin.
Pricing
Warmly’s pricing is modular and component-based and comes with a free plan that lets you identify up to 500 website visitors per month.
You can choose the components that best match the needs of your business, as components are priced by output and not just by a monthly fee.
There are 4 paid product plans that you can choose from:
AI Data Agent (Starts at $10,000/yr), which includes 10,000 credits, person-level web visitor de-anonymization (RB2B + Vector data), CRM integration, and access to our Coldly Contact Database.
AI Inbound Agent (Starts at $16,000/yr), which adds a native marketing outbound automation, domain warmup, and lead routing with custom CRM fields.
AI Outbound Agent (Starts at $22,000/yr), which adds automated signal-based outbound orchestration, AI chatbot & live video chat, email automation, automation, and email warmup.
Marketing Ops Agent (Starts at $25,000/yr), which adds AI-powered account scoring, AI enrichments and custom signals, buying committee identification, real-time buying intent signal tracking, and automatic updates across all enrichments, signals, account and lead lists.
➡️ Warmly’s pricing is ideal for larger SMB and MM companies with a growing or mature GTM motion with SDR, sales, and marketing functions.
Pros & Cons
✅ Accurate website visitor identification at both company and individual levels.
✅ Reveals who your hottest leads are right now.
✅ Personalized lead generation and outreach workflows.
✅ Real-time monitoring of visitors’ web sessions with options to engage them via an AI chat or video call.
✅ Transparent pricing model – even at the Enterprise level.
✅ Good range of integrations.
❌ Modular pricing.
#2: 6sense
Best for: Identifying surging accounts on your website that you can reach out to.
Similar to: ZoomInfo.
6sense is an AI-powered ABM platform that combines B2B data with intent signals to automate your ABM workflows.
The platform makes a good alternative to UnifyGTM with its ability to identify the accounts that are most likely to buy so your sales reps can react in time.
Features
The platform tracks 65M+ companies, 600M+ buyer profiles, and 35K+ technologies.
6sense detects website intent and connects it with the rest of the prospect’s customer journey online so you can recognize leads most likely to convert based on their level of intent.
AI-powered predictive analytics helps you predict customers’ future behavior so your sales team can prioritize high-intent leads in advance.
Standout Feature: Dynamic Audience Building
6sense provides 80+ segmentation filters that let you quickly define your ICP and identify the accounts that best fit it.
The software combines proprietary data with your CRM data and the intent signals it picked up to create detailed account lists that enable you to prioritize high-value accounts.
6sense then dynamically adjusts account lists by moving accounts to different audience segments based on relevant real-time factors such as changes in their buying stage, annual revenue, and the keywords they are researching.
Pricing
6sense has a free plan that provides access to 50 credits/month, Buyer Discovery features, access to contact and company data, alerts, and list management functionality with a Chrome extension.
To get more out of the platform, you’d need to be on one of their 3 paid plans:
Team: Custom pricing, which adds technographics, psychographics, access to Web, CRM, and SEP Apps, the ability to add to CRM/SEP, and dashboards.
Growth: Custom pricing, which adds 6sense intent (keywords), 3rd party intent, corporate hierarchy, and the tool’s prioritization dashboards.
Enterprise: Custom pricing, which adds the platform’s predictive AI model, AI recommended actions, and CRM & MAP activity.
6sense doesn’t disclose prices on its website, so you’ll have to contact its sales for more details.
Even though 6sense does not disclose its pricing on the website, Vendr claims that the average 6sense contract value is $123,711 per year out of the 65 deals they have handled for them.
💡 You can check out our in-depth 6sense pricing guide, which covers the platform’s pricing structure in more detail and aims to answer if the tool is worth the cost.
Pros & Cons
✅ Has advertising capabilities, letting you build targeting and retargeting campaigns based on its intent data.
✅ Insightful and actionable data.
✅ Dynamic audience building with 80+ segmentation filters.
❌ Doesn’t identify individual accounts.
❌ The platform can get expensive, which is why some sales teams have been looking for 6sense alternatives.
#3: ZoomInfo
Best for: End-to-end sales management.
Similar to: 6sense.
ZoomInfo offers an all-in-one sales platform that is known for its massive B2B database paired with a wide range of sales and marketing-oriented features.
As such, it’s a good UnifyGTM alternative for businesses looking for a static B2B database first and foremost that gives access to automated multichannel sales workflows.
Features
Massive B2B database with over 260M professional and 100M company profiles and 135M verified phone numbers.
Automated multichannel sales workflows (such as cold email or cold calling campaigns) triggered by specific buying signals from your prospects.
Predictive modelling lets you define and update your ICP, keeping it fresh and relevant based on past won and lost deals and other critical data.
Standout Feature: Ad Targeting
ZoomInfo’s Ad targeting lets you create automated ad campaigns using more than 300 intent signals and company attributes, including ideal accounts and prospects with buying intent signals.
The platform helps you ensure that your ads are displayed to all the right accounts across all relevant channels.
Pricing
ZoomInfo has separate plans for sales, marketing, and talent teams.
Even though no prices are disclosed, we tried to dig as much information in our ZoomInfo pricing guide to help you figure out if the tool’s pricing model works for you.
To summarize, ZoomInfo’s pricing model depends on the:
Features and functionality you need.
Number of licenses.
Credit usage.
Pros & Cons
✅ Excellent B2B data coverage, especially regarding US-based phone numbers.
✅ Wide range of features for handling various sales operations.
✅ Ad targeting functionality that helps you remarket to high-intent leads who visit your website.
❌ The platform can get expensive.
❌ Limited website visitor identification functionality, which is why some brands have been looking for ZoomInfo alternatives.
#4: Albacross
Best for: Lead enrichment for businesses in Europe.
Similar to: Warmly.
Albacross is a data enrichment platform that reveals companies visiting your EU website and enriches them with B2B and first-party intent data.
The platform is a viable alternative to UnifyGTM if you’re looking for a more affordable (yet not as powerful) lead enrichment solution geared toward EU-based prospecting.
Features
Identifies company-level website visitors and enriches them with first-party intent data.
Intent-data-driven ad retargeting helps you display the right ads to the right audience.
Real-time alerts on Slack, Microsoft Teams, CRM, or email when customers who fit your ICP visit your website.
Standout Feature: Auto-Engage
Albacross lets you automatically engage your high-intent leads on email.
The platform’s AI-powered segmentation looks at behavior, engagement, and offsite activity to automatically group prospects based on how likely they are to convert.
Pricing
Albacross has two paid plans:
Self-service: €79 per month when billed annually, which includes up to 100 identified companies, visitor activity, and LinkedIn Ads integration.
Growth: Custom price to identify unlimited companies, which adds API integrations, and dedicated customer success.
Pros & Cons
✅ Intent-data-driven ad retargeting on LinkedIn Ads.
✅ Customers of the platform agree that the platform is user-friendly.
✅ Auto-engage functionality on email.
❌ Reveals only company visitors.
❌ Poor CRM integrations.
#5: Koala
Best for: Gaining insight into product usage paired with intent signals to improve product adoption and up-sell existing customers.
Similar to: Warmly, 6sense.
Koala is a website visitor identification tool that makes it suitable for boosting product engagement and driving cross- and up-selling opportunities rather than traditional lead generation.
The platform makes a viable alternative to UnifyGTM if you’re more interested in cross-selling and up-selling your existing customers.
Features
Reveals website visitors and enriches them with first-party intent data.
Automated ICP scoring enables you to identify and prioritize heating accounts that best fit your ICP.
Tracks product usage data and translates it to actionable insights so you can monitor your customers’ product journeys and detect important milestones in real-time.
Standout Feature: Intent Analytics
Koala’s intent analytics helps you learn what intent converts best on your website – whether it’s your case studies, pricing page, or feature pages.
The platform’s AI-powered Content Reports analyze intent and conversion, and will automatically suggest new signals for you as the tool classifies the content that leads to conversion.
Pricing
Koala offers a free plan for up to 3 seats that lets you reveal up to 250 accounts and get access to the tool’s standard integrations.
To access the platform’s advanced features, you’d need to be on one of their 2 paid plans:
Growth: $750/month when billed annually, which adds 10k Clearbit reveals per month, custom AI agents, 1 CRM connection, and unlimited accounts.
Business: Custom pricing, which adds custom licenses, custom Clearbit limits, lead scoring, and content reports.
Pros & Cons
✅ You can track product usage and translate it into actionable insights.
✅ Automated lead scoring.
✅ You can integrate with multiple CRMs.
❌ No third-party intent data, which is why some brands have been looking for Koala alternatives.
❌ No live engagement features.
#6: Apollo.io
Best for: Getting access to a large B2B database with emails and phone numbers of your ideal customers.
Similar to: Warmly, 6sense.
Apollo.io is a sales intelligence platform that helps businesses uncover leads quickly and access their verified email addresses.
The platform is a good alternative to UnifyGTM with its accurate B2B database of over 275 million contacts and 73 million companies.
Features
Living Data Network that uses AI to provide intelligent recommendations on high-value leads based on past prospecting activities.
Signal-based prospecting combines demographic and behavioral signals to find leads actively researching products or services.
Conduct precise searches for leads and companies using over 65 filters, including contact title, job function, and industry.
Standout Feature: Sales Engagement
Apollo.io helps you automate your outbound by creating multi-step sequences with the power of AI.
The platform also helps you create and test AI-generated emails in your sequences with data from its database.
Pricing
Apollo io's pricing offers a free plan with 10,000 monthly credits, two active sequences, five mobile credits, and 10 export credits per month.
You can also select from the three paid plans:
Basic plan: $49 per user per month, which adds job change notifications, buying intent over 6 topics, and intent filters.
Professional plan: $79 per user per month, which adds 120,000 credits per year, no sequence limits, and uncapped sending limits with SendGrid.
Organization plan: $119 per user per month, which adds buying intent over 12 intent topics, AI-assisted email writing, and call transcriptions.
Pros & Cons
✅ The buyer intent feature identifies companies actively searching for similar services.
✅ The free tier lets you find a significant number of valid emails per month, making it accessible for small businesses.
✅ Sequence automations that help you engage prospects.
❌ Sometimes, errors occur when pushing contacts to CRM, according to G2 reviews.
❌ The platform can get expensive for larger teams, which is why some people have been looking for Apollo alternatives.
#7: Demandbase
Best for: Identifying and targeting the right customers with the right message to support your account-based marketing.
Similar to: Warmly, 6sense.
Demandbase is a solution for ABM teams, boasting a wide range of features designed for sales, marketing, and advertising departments.
It’s a viable UnifyGTM alternative for enterprise companies looking to retarget prospects at scale with relevant messages and provide leads with a tailored website experience.
Features
Account-based marketing orchestration enables you to create customizable workflows aimed at specific accounts/audience segments.
Ad targeting options help sales and marketing teams display personalized ads to high-value accounts.
Real-time website personalization leverages intent and B2B data to provide each target account with a tailored web experience, including everything from messaging and images to offers and CTAs.
Standout Feature: Actionable Sales Insights
Demandbase helps you close more deals by knowing who is ready to buy and when to reach out with deep account insights.
The platform helps you prioritize accounts in your territory using insights from weekly email snapshots that highlight engaged prospects and account activity.
Pricing
Demandbase does not include its pricing, so you’d have to contact their team to get a quote.
➡️ The only thing revealed on its website is that its pricing model includes a platform fee that covers all the essential services and a flat user fee that scales according to your needs.
Pros & Cons
✅ Targeted B2B advertising and retargeting.
✅ Full suite of ABM tools, including account insights, intent data, and personalized campaign orchestration.
✅ Sales insights that your team can use to prioritize accounts.
❌ The platform has a steep learning curve, according to G2 reviews.
❌ On the higher end in terms of pricing.
#8: UpLead
Best for: Generating third-party verified B2B emails and mobile phone numbers of prospects in the market for your solution.
Similar to: Apollo.ai.
UpLead is a B2B lead generation platform built for sales and marketing professionals looking for a reliable and efficient way to connect with high-quality prospects.
The platform makes up to be a viable UnifyGTM alternative, as it guarantees a 95% accuracy rate, ensuring the leads are legitimate and reliable.
Features
Provides access to a comprehensive database of over 160 million business leads from a wide range of industries and company sizes.
The prospect accuracy level is supported by continuous data updates and verification processes.
Uses over 50 customizable filters, like company size, industry, location, job title, and more, to refine your search and identify qualified leads that match your ideal buyer persona.
Standout Feature: Control Your Expenses
As budgeting issues have been a concern with UnifyGTM’s customer base, we decided to include the fact that UpLead allows you to control your expenses by choosing which emails to download.
The way it works is that accept-all and catch-all emails are flagged, and if emails are downloaded, no charges are incurred.
Pricing
UpLead lets you start with a 7-day free trial and grab five credits to evaluate the platform’s capabilities.
After that, you’d need to be on one of the tool’s three paid plans:
Essentials: $99 per month for 170 credits, which adds a CRM integration.
Plus: $199 per month for 400 credits, which adds data enrichment, email pattern intel, technographic, and advanced filters.
Professional: Custom pricing, which adds buyer intent data, access to all search filters, and advanced CRM integrations with full API access.
Pros & Cons
✅ Smooth integration with CRM systems, like HubSpot, allows for efficient data management and follow-up.
✅ Credits are not used when an email is found to be invalid.
✅ Pricing is not based on user seats and you can control your spending of credits.
❌ The difficulty of amending queries midway through the search process requires you to recreate searches from scratch, according to G2 reviews.
❌ Data enrichment and buyer intent data are reserved for the more expensive plans of the platform.
#9: Seamless AI
Best for: Finding the contact information of any prospective buyer.
Similar to: UpLead, Apollo.ai.
Seamless AI offers an AI-powered B2B data provider with an extensive database of 1.3 million contacts and 120+ million companies.
The tool is a viable alternative to UnifyGTM for marketing and sales teams looking for accurate, verified contact data and integrates with their existing B2B sales workflows.
Features
Uses AI to research and verify millions of B2B phone numbers, emails, and direct dials of people and companies in real-time.
Identify and engage with read-to-buy leads at the right time and channel – with 12,000+ topics and industries to choose from.
Track key contacts' job transitions for timely outreach and relationship building with the platform’s Job Changes feature.
Standout Feature: Seamless AI Autopilot
Seamless AI’s Autopilot feature automatically curates a list of prospects based on your ideal customer persona (ICP) and selected criteria within minutes.
The platform lets you build and filter lists of prospects based on specific criteria for targeting the most relevant contacts.
Pricing
Seamless.AI offers a free plan with 50 credits that lets you test out the platform at no cost.
The platform then offers 2 paid plans: Pro and Enterprise with custom pricing, which adds a free admin seat, and more premium integrations.
Pros & Cons
✅ The search feature is fast and accurate.
✅ Cost-effective solution for small and medium-sized businesses, according to G2 reviews.
✅ Seamless AI Autopilot that helps you find contacts that fit your ICP in minutes.
❌ Lack of customization options to narrow down specific leads.
❌ Too many of the core functionalities of the platform are required to be paid for separately as an add-on (e.g., data enrichment, autopilot, job change notifications, etc.)
#10: Lusha
Best for: Identifying the right decision-makers and then reaching out to them.
Similar to: Warmly, ZoomInfo.
Lusha offers a sales solution for B2B teams looking to improve their prospecting efforts by providing them with accurate and up-to-date company and contact data.
The platform adheres to GDPR and CCPA privacy standards, which means that user data is handled securely. It also facilitates data privacy with certifications like ISO 27701.
Features
Analyzes behavioral signals to identify prospects most likely to buy your products or services, so your outreach can be targeted to their needs.
Real-time alerts about job changes within target companies so your team can stay informed about potential decision-makers who are open to engaging with new vendors.
Sophisticated search filters that include industry, revenue, employee count, and more, that let you build highly targeted contact lists quickly. You can then export these lists directly to your CRM.
Standout Feature: Personalized AI Recommendations
With Lusha, your team will automatically receive daily AI-generated prospect lists to help you prioritize and streamline your outreach efforts.
For example, the platform will recommend prospective companies that have recently raised funding and might be looking for a solution like yours.
Pricing
Lusha offers a free plan that lets you try out the tool by getting 50 emails and five phone numbers per month.
Apart from this, the platform offers three paid plans:
Pro plan: Starts from $37.45/month when billed annually for 3 seats with 1,920 emails and 480 phone numbers per year with team management features and intent signals (up to 5 topics).
Premium plan: Starts from $59.95/month when billed annually for 5 seats with 3,840 emails and 960 phone numbers, which adds more advanced team management features and a 20% discount on phone credits.
Scale plan: Custom pricing, which adds a free manager seat, SSO, and more intent signals.
Pros & Cons
✅ Intent targeting enhances the prospecting experiences and improves lead acquisition success rates.
✅ You can create separate contact lists and export data simplifying the sharing of information across the teams.
✅ Personalized AI recommendations so you can stay on top of the latest hot prospects to look out for.
❌ Lack of a mobile app.
❌ Some users report some of the data to be outdated and incorrect – and can greatly vary from industry or region, which is why some people have been looking for a Lusha alternative.
Next Steps: Find out who is on your website and engage them in real-time with Warmly
With UnifyGTM and its alternatives, organizations will often have problems like limited identification functionalities, an expensive pricing model, and limited free usage.
But what if we tell you there’s a platform that can minimize these drawbacks to a minimum while providing you with fast ROI?
Warmly gives you information about all the prospects that come to your website and helps you nurture and convert them into paying customers.
When the data comes from your own website, the possibility of it being wrong is comparatively less.
But Warmly is not a platform that just reveals anonymous website visitors or provides access to leads to go after.
Our revenue orchestration platform does much more:
Website Intent Signals: You can identify potential buyers by tracking their interactions with your website and get insights into their interest level, allowing for timely and targeted outreach.
Coldly Contact Database: Access a wide range of accurate prospect contact details directly from the Coldly database, helping you reach out to the right people.
Meeting Scheduling: Simplify your meeting process with automatic scheduling that removes the back-and-forth, ensuring a frictionless booking experience.
Inbound Chat: Engage website visitors in real-time with intelligent chat features designed to convert inbound traffic into meaningful leads.
The ability to send leads to the right salesperson automatically and notify them via Slack with a high-intent lead is active on your website.
A Bombora integration that helps you proactively reach out to your warm leads and track who’s researching terms relevant to your product and brand and get in front of them before your competitors do.
AI Prospector: Automate the search for high-potential prospects using AI-driven technology, ensuring your sales team focuses on the right opportunities.
You can sign up for Warmly’s free plan and discover first-hand how it can fill your pipeline with qualified leads, or book a live demo to see it in action first.
What you are thinking right now is true – GTM teams have been leveraging the latest AI tools and strategies to level up their sales motion.
Sales, marketing, and GTM teams use AI to book more meetings, identify opportunities they did not know existed before and do what was thought impossible before – personalization at scale.
In this article, I’ll show you how GTM teams are using AI in 2025, going over the 10 most popular use cases I’ve seen work in the industry, as well as 5 examples of real companies getting real results.
But first, let’s start with the basics: 👇
How is AI being used in GTM in 2025?
Artificial intelligence is being used by GTM teams to save time and boost productivity by automating tasks (such as reaching out to prospects), personalizing outreach or the website altogether, and identifying revenue opportunities.
The technology enables businesses to make more data-driven decisions and helps you prioritize the leads and opportunities that matter – with targeted outreach and personalized experiences.
➡️ The way our GTM team has structured our sales workflow at Warmly is that we use AI for cold and lukewarm leads so our humans can focus on the ‘’hot’’ leads.
How is AI transforming GTM?
AI is revolutionizing GTM operations by introducing a concept that was believed to be fiction just a few years ago: automation and personalization at scale.
GTM teams can better optimize their resource allocation, such as enabling their human sales team to work on the high-intent leads, instead of spending hours on manual cold outreach.
What are the advantages of using AI in your GTM strategy?
The main benefits of using AI in your GTM strategy include:
Saving time from manual work so your GTM team would have done themselves, either way, such as researching prospects or preparing for calls.
Working non-stop for you, instead of 9-5, such as AI chatbots, which we will discuss later. This will allow you to capture the right timing as well.
Getting data-driven insights, such as internal information from your CRM, to predict lead behavior.
Saving money from having to hire more sales reps to reach out to more prospects or do more manual work.
Personalization at scale: AI technology enables personalized outreach and customer experiences (e.g., seeing a tailored version of your website) at scale.
Top 10 use cases of AI in GTM with the best tool for each
Now that we’ve got the fundamentals out of the window, I’d like to walk you through the top AI use cases for GTM teams that I’ve seen work best in the industry:
#1: Reach out to prospects who visit your website automatically
Your team can use AI-powered GTM software to reach out to your warm prospects who visit your website on autopilot.
Here’s a workflow that we have been working on with 11x’s AI sales agents to create:
Instead of your GTM team manually reaching out to prospects after identifying them with visitor identification software like Warmly, 11x’s AI SDR uses Warmly’s warm prospect data to prioritise contacts based on intent signals, such as:
Website activity (e.g., visited your pricing page).
Chatbot interactions.
Research intent.
Email engagement.
Recorded activity in your sales CRM.
And then automatically reach out to them on your behalf.
Warmly de-anonymizes your website visitors (both organizations and specific people within that company so the outreach can be more targeted).
Our software filters leads based on intent signals and any existing segmentation rules that you’ve set up in your account.
The prospects are then funnelled to the best-fit outreach path based on their intent.
➡️ We prefer using this workflow for the warm leads, not cold or hot leads.
Warm leads are showing some intent signals, but they are not ready to buy yet, which is why we prefer using 11x’s sales agents to do automatic LinkedIn and email outreach in high volumes.
This workflow can also be customized. You can use segments to narrow down your leads to people who’ve fulfilled specific intent signals.
For example, you can create an AI SDR campaign for leads who have researched your competitors or prospects who have already interacted with your website’s AI chat.
Our partnership with 11x does not aim to create a spammy AI sales agent that would just bombard your prospects with emails.
➡️ Our AI sales agent has built-in quality checks to ensure that every message you send out is effective, compliant, and aligned with your brand voice.
Your GTM team will be able to focus on nurturing high-priority leads by leaving the legwork to 11x’s AI SDRs.
Book a demo to find out more about this sales workflow that can book you meetings with qualified leads on autopilot using intent data.
#2: Set up an AI chat on your website to engage with visitors
Another AI use case for GTM teams is to set up an AI-powered sales chat that can engage with high-intent and target accounts visiting your website.
The good thing about these AI-powered chatbots is that you can customize (no-code) how you want them to interact and in what scenarios they should engage with visitors.
For example, Warmly’s AI chat for GTM teams can be customized to run:
For specific target audiences (e.g., company size <1,000).
With a condition, such as prospects being on the Pricing page.
The specific message you want it to start with, and then the routing rules.
The goal of the AI-powered sales chat is to answer commonly asked questions and to either try to book meetings or route to a human sales agent.
But our AI sales chat is not just another chatbot from the dozens of chatbots in the market that you hear about.
It can automatically scrape the website information of your accounts and combine that with metadata across your systems to construct personalized chat messages to your prospects.
#3: Go after leads that aren’t visiting your site but are showing research intent
One of my personal favourite AI use cases for GTM is its ability to automatically go after leads that aren’t visiting your site but are showing research intent.
Here’s how you can do that with Warmly’s Bombora integration:
1️⃣ Specify up to 10 research topics you want to target, such as product keywords, pain points, competitors, etc.
2️⃣ Filter by audience (ICP), such as sales directors, demand gen leaders, etc.
3️⃣ Based on your filters, Warmly finds your leads and pushes those leads to your CRM
4️⃣ Connect those segmented leads to LinkedIn Ad Retargeting Tools: Build 1:1 ads that target these leads showing interest (i.e., research intent).
This will help you max out your sales opportunities by targeting lukewarm leads who are shopping around for solutions like yours, but are not aware of your product.
➡️ We also like to combine that workflow with Warmly’s automatic email outreach.
Warmly makes it easy to get your product in front of people who are actively researching topics related to your brand.
In 2025, it’s important to start warming up those leads and jump in with stronger messaging when they’re showing even warmer signals.
#4: Get up to speed on opportunities with sales forecasting
AI-powered sales forecasting utilizes machine learning (ML) algorithms to analyze large sets of data to identify patterns and trends that can help your sales team predict future sales performance.
Sales tools like Gong AI leverage a variety of signals to help your sales team predict which customers are likely to convert.
The way it works is that the platform uses 300+ unique signals within your CRM data and customer interactions to help you create accurate deal and sales forecasts.
These tools can also alert your GTM team when a deal is close to being lost and highlight potential causes to help your human sales team address them on time.
Gong also provides you with an AI-powered sales projection based on the probability of the leads closing, so you can keep track of your target for the quarter.
#5: Researching prospects before reaching out to them
Another AI use case for GTM teams is the ability to scale account research for your team so they can send relevant messages.
There are tools like UnifyGTM that have an AI sales agent, which can scrape your prospects’ websites, browse the Internet, and pull CRM data to help you learn more about your leads.
The sales tool automatically triggers research when a buyer or company meets specific criteria that your sales team has set.
It then goes on to scrape their website, search the web, and analyze data to learn more about the prospect.
The sales agent then combines contact, LinkedIn, and CRM data to help your team personalize the messaging to each prospect.
Alternatively, there are AI tools like Clay that research each prospect in-depth and then let you ask the AI agent questions about the prospects, such as whether they are hiring at the moment.
For example, something I’m always keen on knowing is whether my prospects are hiring at the moment, which signals to me that they have a budget to spend.
#6: Personalizing outreach
Another AI use case for GTM teams is personalizing your outreach, on either email or LinkedIn.
For example, a tool like 6sense combines its 6sense Signalverse data, 6AI, and your organization’s content library to automate and tailor email workflows at scale.
The software lets your GTM team personalize cold or warm emails being sent out with information, such as:
The lead’ company, industry, or job.
Insights from the prospect’s LinkedIn account.
Specific keywords that the tool has figured out that the prospect is interested in (e.g., visitor identification software).
6sense’s AI sales agent helps your GTM team generate and then sends emails that are personalized to your leads using the tool's out-of-the-box agent playbooks.
➡️ What stands out to me about 6sense is that it also improves your email deliverability by utilizing custom sending domains and contact validation rules.
#7: Send personalized video messages to your prospects
Seasoned GTM leaders know the effectiveness of video messages, especially when you’re trying to show your prospects how they can level up their game with your solution.
With the introduction of AI-powered tools like Vidyard, your GTM team can scale personalized video outreach to boost both productivity and reply rates from prospects.
Vidyard lets your GTM team create and send AI-generated video messages to leads even when they're not available to record in person.
The way it works is that your human team creates a custom AI Avatar by recording a 90-second training video or selecting from a library of stock Avatars.
The platform then generates a script, which can be written manually or created using Vidyard's AI-powered script generator.
The AI Avatar records the video, which can be personalized with your lead data.
Videos can then be created and shared with your prospects directly from browser extensions or integrated sales tools, such as Apollo, Salesloft, and Outreach.
#8: Personalize your website to your leads
AI is now capable of personalizing your prospect’s website experiences in real-time by displaying dynamic content and customized landing pages based on user behavior.
This kind of personalization can improve user experience, increase time spent on-site, and generate more pipeline by making every visitor see a different version of your website.
The technology achieves this by analyzing your website visitors’ buying intent and engagement levels on your website, so every visitor sees content that aligns with their interests.
➡️ For GTM teams, this can mean dynamically adjusting case studies and offers to match industry-specific use cases.
A software I know that can do this is Demandbase, which leverages buying intent and B2B data to provide each target account with a tailored web experience, including messaging, images, offers and CTAs.
The platform provides you with a no-code landing page editor, where you can select how you want to customize your website.
#9: Generate landing pages for different B2B ICPs
One overlooked AI use case in 2025 for GTM teams is using AI to generate landing pages for different ICPs and product use cases.
Instead of constantly requesting developer resources for generating landing pages for the different target personas and use cases, you can speed up the process with a tool like Landingi.
Landingi offers an AI Landing Page builder that lets you design and optimize landing pages.
The platform enables GTM leaders to create professional landing pages without coding skills.
Landingi also has built-in analytics and A/B testing tools, which can track your visitors’ behavior and optimize the effectiveness of your ABM campaigns.
#10: Analyzing sales conversations
Lastly, your GTM team can leverage a tool like Fireflies to analyze sales conversations that your sales team was a part of.
Note-taking apps are usually utilized to take meeting notes and to come back to them with questions about how the meeting went.
I’ve noticed that they can also be used to:
Transcribe and summarize sales meetings across Zoom, Google Meet, and Teams.
Create notes that highlight key moments (e.g., pain points of your customers).
Generate meeting summaries with analysis on next steps, tasks, and questions asked by the leads.
Detect buyer sentiment, identify talk-to-listen ratio, recognize critical topics, and measure your sales team’s performance during sales conversations.
Fireflies AI also comes with an out-of-the-box analytics platform where your GTM team can see questions asked and get access to topic insights.
5 examples of companies (successfully) utilizing AI in their GTM campaigns
Here are examples of 5 GTM teams that successfully utilized AI to improve their bottom line and/or operations: 👇
#1: Kandji booked 2 qualified meetings in 8 minutes of setting up Warmly’s AI Chat
Kandji, a device management platform for Apple devices, decided to give Warmly’s AI chat a chance so it can detect ICP-fit visitors on their website and engage with them.
The AI Chat accurately identified prospects' companies and generated personalized messages, and then initiated conversations that led to meeting bookings.
Our system then notified their sales team on Slack when the prospects engaged with the AI chatbot so they could take over the conversation in real-time.
The results: Kandji started booking qualified sales meetings within 8 minutes of setting up our AI-powered sales chat for website visitors.
Here’s how the chat transcript looked before the human sales reps took over:
#2: Composing personalized emails at scale: Gong x Verse
Before using the platform, Verse was relying on tools that provided them with limited visibility into their sales pipeline and customer engagement.
Their GTM team leveraged Gong's insights to refine their content and campaigns, basing their strategies on accurate customer interaction data rather than intuition.
Results: After Verse decided to give Gong a chance, they achieved better alignment and collaboration among sales, marketing, and customer success teams.
The platform achieved a 76% increase in revenue from closed-won deals and experienced 25% greater forecast accuracy due to improved visibility into its pipeline and customer interactions.
#3: Prospect prioritization and engagement - Premikati x Warmly
Premikati was facing an issue that a lot of GTM teams can relate to: It was generating website traffic, but was not able to efficiently capture and nurture the prospects.
The company was struggling with accurate attribution, meaning its GTM team couldn’t figure out which of their efforts and strategies were driving value.
Identify its website visitors, providing the GTM team with a rich pool of potential leads.
Automatically recognize the visitors most likely to convert based on on-site signals, like pages visited, and off-site signals, like research intent.
Orchestrate the entire outreach process using Warmly’s Orchestrator, which automatically adds leads with the highest scores in adequate sequences based on the criteria that Premikati’s team sets up.
Results: Premikati was able to maximize its ROI by building a steady pipeline of warm leads with Warmly’s AI-driven functionality.
The AI-powered prospector prevents quality leads from falling through the cracks simply because you didn’t have a sales rep on hand.
Clay helped OpenAI, which needs no introduction, to more than double their enrichment coverage from a low 40% to a high 80%, enabling better lead scoring, routing, and response.
The AI giant used Clay's AI research agent to automate and scale custom GTM research, mimicking the process of their best sales representatives.
Clay's Salesforce package allowed OpenAI's GTM staff to perform on-demand data enrichment directly within their sales CRM to maintain consistent adoption across teams.
Results: Clay’s flexibility enabled OpenAI to rapidly iterate on enrichment strategies, support various use cases across different teams, and maintain a strong data foundation for growth.
#5: ZoomInfo x Seismic
Seismic, a sales enablement platform, was looking to enhance its GTM’s productivity and personalization efforts using AI.
Copilot's AI chatbot and access to ZoomInfo's data helped Seismic craft specific, personalized messages that led to quicker responses from prospects.
Results: Seismic's GTM team attributed 39% of active pipelines to opportunities identified or influenced by signals from ZoomInfo, and they also reported a 54% increase in productivity and saved 11.5 hours per week.
Next Steps: Set Up Powerful GTM Workflows Inside of Warmly
AI use in GTM, sales, and marketing isn’t just the future like it used to be a few years ago—it’s the present.
I believe that the GTM teams that will be thriving in the ABM 2.0 era would be the ones best using artificial intelligence to identify opportunities, engage leads while they are hot, and answer questions as they arise.
The organizations shown above have already proven that AI-powered strategies lead to higher engagement, better lead conversions, and return on investment.
With Warmly, you can automate lead identification, engagement, and outreach, ensuring no high-value prospect falls through the cracks.
From intent-based lead scoring that helps prioritize the most promising accounts to automated personalized outreach and AI-powered chatbots that engage visitors in real-time, Warmly equips your Go-To-Market team with AI capabilities to streamline operations and maximize ROI.
If you’re looking for a revenue orchestration platform that offers:
A way to instantly engage with your highest intent prospects with Warmly’s AI chat.
A platform that works in real-time and can automatically notify the right salesperson as soon as an ICP lead shows buying intent, so they can act immediately.
The ability to create a human-to-human connection with any high-intent web visitor through video chat right on your site.
A free email and LinkedIn database that comes with a <1% bounce rate.
A Bombora integration that lets you proactively reach out to your warm leads and track who’s researching terms relevant to your product and brand, and get in front of them before your competitors do.
Clearbit used to be one of the biggest and most respected names out there when it comes to quality B2B data - until they got acquired by HubSpot and became Breeze Intelligence.
If you’re on HubSpot, this is great news.
If you’re not, and you’re using some other CRM (Salesforce, for example), then you’re likely to find that Clearbit isn’t your ideal solution going forward, and it's time to start looking for an alternative.
TL;DR
Warmly offers the best alternative to Clearbit with its signal-based lead identification, buyer intent detection, and automated sales orchestration capabilities, helping teams identify, qualify, and engage the hottest prospects in real time.
Powerful GTM tools like ZoomInfo, Demandbase, and 6sense are ideal for large enterprises seeking full-stack account-based marketing and data enrichment platforms.
On the other hand, affordable solutions like Apollo.io, Lusha, Seamless.AI, and Visitor Queue can help SMBs build targeted pipelines, enrich contact data, and personalize outreach without the hefty enterprise price tag.
This article will help you through that exact process. We’re going to dive into eight powerful Clearbit competitors that you can use to fuel your omnichannel sales and marketing playbook.
Why Consider An Alternative to Clearbit?
Clearbit has long been one of the best data providers in the game.
But data has been commoditized, and there are now many solutions with better data (6sense, for example) that also offer sales engagement functionality.
Clearbit has never pursued this area, meaning you’ve always had to connect it to an existing tech stack, making it more of a developer-focused tool.
Recently, they were acquired by HubSpot, which is a double-edged sword.
For HubSpot users, this is great. It means you get your CRM enriched (once the integration process is through) and connect Clearbits data to a software tool that can actually execute playbooks.
For anyone using any other CRM (95% of the market), this essentially means Clearbit is no longer a viable solution.
While, right now, Clearbit still integrates with CRMs like Salesforce, logic dictates that they’ll neglect such connections in favor of improving the Clearbit.
What are the Top Clearbit Alternatives & Competitors?
The best Clearbit alternatives are Warmly, ZoomInfo and Demandbase.
Here's a breakdown of the 10 tools we shortlisted:
ToolUse CasePriceWarmlySignal-based lead identification, buyer intent analysis, and automated outreach.Starts at $10,000/yr.ZoomInfoAll-in-one GTM stack with extensive B2B contact data and marketing tools.$40,000+/year (workflows), $100,000+ (full stack)DemandbaseBuying committee identification and account-based marketing.High five figures (custom quote)Apollo.ioHigh-quality email data and outreach automation at a low cost.$49/user/month (Basic)6senseEnterprise-grade ABM with strong account intelligence and advertising.$100,000+/yearLushaSimple and easy-to-use B2B data with job change alerts.$29/user/monthSeamless.AIHighly accurate phone data and outbound list building.Low; custom pricing.CognismPhone number data in Europe with all-in-one functionality.Custom quote.Visitor QueueWebsite visitor identification with personalization features.$39/month (100 companies)RB2BSlack alerts and lead enrichment for US-based website traffic.$119/month (paid tier).
1. Warmly
Warmly offers the best alternative to Clearbit (now Breeze Intelligence) in 2026 with our signal-based revenue orchestration platform that provides a wide range of features designed to:
Capture warm leads that visited your website (first-party data).
Identify the hottest prospects from those visitors.
Automatically engage and nurture them, helping your sales reps to successfully convert them.
Let’s get a closer look at the functionality that makes Warmly an attractive option for sales teams: 👇
Feature #1: Identify Your Website Visitors
Similar to Clearbit, Warmly identifies companies and individuals visiting your website in real-time.
Since your website is one of the most important parts of your lead generation funnel, capturing and engaging all leads it generates is of pivotal importance if you’re looking to build a steady pipeline of warm leads.
All it takes is adding a snippet of Warmly’s code to your website to start revealing warm leads visiting it.
According to a recent study from HubSpot, ~96% of prospects research companies or products before engaging sales teams, which shows that your buyers are doing heavy pre-contact research.
You can monitor your leads’ web sessions in real-time to see exactly how they interact with your website.
➡️ This can help you pinpoint whether your website is optimized for conversions or if it needs improvements.
But that’s not everything.
Every identified visitor will be enriched with granular B2B data, providing your sales team with all the information they need to:
Pinpoint leads that best fit your ICP.
Tailor their outreach to each lead for optimal results.
Company data (company name, location, size, etc.).
Technographics (software tools and technology the company predominantly uses).
Demographics (individual names, email addresses, phone numbers, social media profiles, job roles, etc.).
CRM data (past interactions with your reps, former champions within that account, etc.).
Feature #2: Reveal Buyer Intent
While knowing who visits your website and gaining insight into relevant B2B information gives you a nice competitive advantage, I believe that it’s still not enough to ensure the best possible results from your sales efforts.
This is why Warmly tracks and captures buyer intent data, in addition to basic B2B data, enabling your sales reps to find which of your leads is most likely to convert now.
Warmly collects several types of intent signals:
First-party intent: This includes intent signals leads left in your owned channels, such as website visits, the specific pages they visited, time spent on high-intent pages, recurring visits, etc.
Second-party signals: These come from monitoring for things like job changes and openings, new funding rounds, etc.
Third-party intent: This includes the intent signals your leads left across the web, such as web searches that include keywords relevant to your product, visits to competitors’ websites or interactions with their ads, etc.
Warmly provides a granular and comprehensive view of your leads’ buyer intent, enabling you to:
Score and qualify leads with greater precision.
Identify the highest-value leads among them.
Engage leads precisely when they’re most likely to convert, boosting your chances of success.
Feature #3: Automate Your Sales Process
In addition to helping your SDRs identify high-quality leads from the get-go, Warmly lets you leverage the intent signals it picks up to create comprehensive sales workflows.
It has several automation tools that let you set things like and email outreach or lead routing on autopilot.
Firstly, there’s the Orchestrator, which enables you to streamline and email outreach.
Here’s how it works:
Set up the action that triggers the automated sequence (e.g., a visitor matching your ICP lands on your website).
Define the criteria the prospects need to meet to be targeted (e.g., company size, industry, individual job role).
Specify the frequency at which you want the workflows to run and the maximum number of people targeted in a single account.
Decide what action you want the Orchestrator to take (e.g., sending a contextual email, personalized DM, or connection request).
The Orchestrator will then ensure that all the leads matching the criteria you defined are adequately engaged, taking notice that every email or message is personalized and contextual.
Learn more about how it works:
Secondly, there’s the AI Chat, Warmly’s AI-powered chatbot that engages with your prospects in real-time.
Warmly’s AI Chat can handle a wide range of actions, including:
Automatically engaging and qualifying leads.
Offering relevant collaterals.
Answering questions.
Booking meetings, etc.
The chatbot is powered by our tool’s generative AI, which can be trained to maintain a consistent brand tone across chats while ensuring that every interaction with each lead is contextual, relevant, and human-like.
Finally, Warmly lets you automate lead routing, as your sales reps will be notified in Slack the second a high-intent lead or visitor matching your ICP lands on your website.
This significantly reduces the time to lead, improving your chances of converting them.
Feature #4: Live Engagement With Warm Video Chatting
Having the option to engage leads while their interest in your product is at its highest could be the make or break between converting them and losing them for good.
Warmly’s live video chat option was designed with this in mind, allowing sales reps to engage leads in live, one-to-one meetings while they’re still on your website.
When you go to the “Warm Call” section of Warmly’s dashboard, you’ll see a detailed overview of all your website visitors right now, with the option of monitoring each prospect’s website session and uncovering intent insights simply by clicking on their name.
Once your sales reps assess that the time is right based on website session insights and other intent signals, they can easily initiate a call and do what they do best.
Feature #5: A Daily-Updated B2B Prospect Database: Coldly
Warmly lets you access Coldly, which is a database with 200M+ accounts and contacts that gives your sales team an excellent starting point for prospecting.
Coldly includes all the B2B data your sales reps need to make initial contact, including:
Validated emails.
Phone numbers.
Profiles.
Our database also provides 25+ B2B filters and customizable data filters that you can set up, enabling your sales team to build highly targeted prospect lists in a few seconds.
Coldly also has a browser extension that lets you scrape essential B2B contact data from any source on the web, including profiles, company websites, etc.
This way, your team will have both accurate contact data at their fingertips and the right tools to pick up buyer intent signals and set up workflows on top of them.
Warmly Pricing
Warmly’s pricing is modular and component-based and comes with a free plan that lets you identify up to 500 website visitors per month.
You can choose the components that best match the needs of your business, as components are priced by output and not just by a monthly fee.
There are 4 paid product plans that you can choose from:
AI Data Agent (Starts at $10,000/yr), which includes 10,000 credits, person-level web visitor de-anonymization (RB2B + Vector data), CRM integration, and access to our Coldly Contact Database.
AI Inbound Agent (Starts at $16,000/yr), which adds a native marketing outbound automation, domain warmup, and lead routing with custom CRM fields.
AI Outbound Agent (Starts at $22,000/yr), which adds automated signal-based outbound orchestration, AI chatbot & live video chat, email automation, automation, and email warmup.
Marketing Ops Agent (Starts at $25,000/yr), which adds AI-powered account scoring, AI enrichments and custom signals, buying committee identification, real-time buying intent signal tracking, and automatic updates across all enrichments, signals, account and lead lists.
➡️ Warmly’s pricing is ideal for larger SMB and MM companies with a growing or mature GTM motion with SDR, sales, and marketing functions.
Pros & Cons
✅ Accurate website visitor identification at both company and individual levels.
✅ Reveals who your hottest leads are right now.
✅ Personalized lead generation and outreach workflows.
✅ Real-time monitoring of visitors’ web sessions with options to engage them via an AI chat or video call.
✅ Transparent pricing model – even at the Business plan level.
✅ Good range of integrations.
❌ You'd have to be on Warmly's Enterprise plan to access Warm Calling.
2. ZoomInfo
ZoomInfo is one of the most widely used and all-encompassing GTM software solutions.
Not only do they compete with Clearbit in terms of contact data and sales intelligence, but they also have advertising, lead routing, and website chat functionality.
Why Choose ZoomInfo Over Clearbit?
The main reason to choose ZoomInfo is its breadth.
Of all of the Clearbit alternatives covered here, ZoomInfo does the most.
For example, if you’re already using ZoomInfo’s MarketingOS for account-based ads or web form enrichment, it makes sense to add on their contact data module.
This limits the number of vendors you’re paying but also means there is no need to sort any integrations since everything comes from the same supplier.
Main Drawbacks of ZoomInfo
ZoomInfo’s breadth is also its biggest weakness.
First, solutions that offer such scale are almost always expensive, and ZoomInfo is no exception. You’ll be paying six figures for a full ABM stack.
The other major drawback is a lack of focus.
ZoomInfo has primarily expanded its service offering through acquisitions. They aren’t really focused on building a best-in-class product.
Rather, their goal appears to be to continue increasing ACV through the acquisition of new bolt-on features that they can then upsell to existing customers.
ZoomInfo Pricing
ZoomInfo doesn’t advertise pricing, but we know from conversations with customers who’ve moved over to Warmly that you’ll pay at least $40k annually for workflows and $100k+ for a full GTM tech stack.
3. Demandbase
Demandbase is the grandfather of the ABM space. They, like ZoomInfo, have a broad offering.
Why Choose Demandbase Over Clearbit?
Demandbase’s big strength is buying committee identification.
In the world of B2B sales, you’re often dealing with more than one stakeholder and decision maker.
The person interacting with your content may or may not be one of them. Demandbase helps you uncover the rest and enriches your existing data with a solid contact database.
Compared to Clearbit, it's a more robust tool with much more workflow functionality, making it more suitable for account-based marketing and sales sequences.
Main Drawbacks of Demandbase
Demandbase, like the other full-stack ABM solutions, is expensive.
It’s a little cheaper than ZoomInfo but more expensive than Clearbit. Then again, you’re getting more products for your money.
Advertising functionality isn’t as strong with Demandbase.
They came up on account intelligence and bolted on advertising through an acquisition later. Their ad offering is fine, but there are better solutions for this, such as 6sense.
They also rely heavily on bidstream data for buying intent signals, which is generally not as reliable as other sources (Warmly uses Bombora’s intent data, for example).
Demandbase Pricing
Pricing for Demandbase is built on a per-customer basis.
Anecdotally, however, we can say that Demandbase is generally cheaper (but less robust and user-friendly) than 6sense and ZoomInfo, though you’ll still be paying into the high five figures.
4. Apollo.io
Apollo.io is another big name in the contact data category.
They came up on best-in-class data and have been growing quickly while expanding their offering toward an all-in-one solution.
In my opinion, they’re a seriously good contender, at least for email data.
Why Choose Apollo.io Over Clearbit?
Apollo.io has a lot of functionality to offer.
They’ve got best-in-class data, have some prospecting and engagement functionality, and website intent enrichment.
A few years back, Apollo.io was just a data solution—and one of the best in the field. Recently, they’ve grown super quickly and have become somewhat of a ZoomInfo (but more user-friendly).
A unique feature for Apollo.io is AI email writing, which you can use to respond to more basic prospect communications. This can significantly increase your response speed, helping your reps resolve objections while improving your speed to lead.
Main Drawbacks of Apollo.io
While Apollo.io has moved beyond just data and into sequencing, their sequencing functionality isn’t as good as, say, Outreach or SalesLoft (best-in-class tools for sales engagement).
Intent data isn’t as good as 6sense or Bombora, and B2B phone data is better from ZoomInfo or Seamless.AI.
B2B email contact data is where Apollo.io excels.
Apollo.io Pricing
Apollo.io is refreshingly upfront with its pricing model (which is probably a big part of why they’ve grown so quickly).
You’ll pay $49 per user per month for their Basic plan, or up that to $79 a month for the Professional plan with higher credit limits.
They also have a usable free plan, and you can get started without talking to a sales rep (another growth lever).
5. 6sense
6sense is another ABM platform with a seriously strong data offering.
Account intelligence, though, is 6sense’s biggest strength.
The idea here is that 6sense provides insights into how prospects interact with competitor websites to give a better idea of the level of intent shown and where they are in the buying funnel.
They also have one of the best advertising offerings in the market, with their own demand-side platform (DSP) empowering personalized ads for an omnichannel approach.
Main Drawbacks of 6sense
You’ve probably already gathered that 6sense is expensive. For end-to-end orchestration, you’re looking at $120k+.
As such, 6sense is more focused on the enterprise market, meaning it's not really a suitable solution for SMEs or startup sales.
It also requires a lot of time and resources at the implementation stage. Again, fine for larger organizations; not so much for the small business.
6sense Pricing
6sense's pricing builds custom packages based on your specific needs, but budget for at least $100k a year for a full ABM setup.
6. Lusha
Lusha was a big name in the B2B data space a few years back, though they seem to have fallen off the map a little bit since they raised their Series B back in 2021 and started moving upmarket.
Why Choose Lusha Over Clearbit?
Reports are that, compared to Clearbit, Lusha is a lot easier to use and much easier to set up.
They, too, have been expanding their offering outside of data and now have some prospecting, enrichment, and intelligence functionality.
One cool feature that Lusha offers—and Warmly does, too—is job change alerts. If a stakeholder at a current customer jumps ship, you’ll be notified and can use that relationship as a warm lead of sorts and open up a conversation.
Main Drawbacks of Lusha
Like Clearbit, Lusha is more about the data side of the equation than actual sales execution.
If your problem with Clearbit is that it doesn’t give you any playbooks to actually do anything with the data, then Lusha probably isn’t your solution.
Lusha Pricing
Lusha has a free plan, but it's seriously limited and best thought of as a trial.
From there, you’ll pay $29 per user per month and upward.
7. Seamless.AI
Seamless.AI is one of the best sales tools and data providers out there.
We use it ourselves. The data is some of the best around, and pricing is pretty reasonable.
Why Choose Seamless.AI Over Clearbit?
Seamless.AI has been around since 2014, and just about everyone in the space reports that their data is incredibly accurate.
For phone numbers, they’re unbeatable and certainly a great alternative to Apollo.io.
Their standout feature, though, is Autopilot. It’s an automated list-building solution to help feed an outbound sales pipeline.
Main Drawbacks of Seamless.AI
The biggest drawback of Seamless.AI is that they don’t have an API. They’re kind of behind on the “integrate with everyone” thing that is becoming an industry standard.
This makes them quite limited for anyone looking to create their own bespoke tech stack.
For example, you can’t integrate Seamless.AI with Clay, Warmly, or Coupler to unify data sources and automate sales workflows off of.
Seamless.AI Pricing
Seamless.AI doesn’t outwardly advertise pricing, but we know as customers that they are seriously affordable.
They also offer a (limited) free plan for those who want to give it a spin first.
8. Cognism
Cognism is another solid solution for phone numbers, particularly B2B numbers.
Why Choose Cognism Over Clearbit?
Cognism is kind of like Apollo.io, except they’re based in Europe.
So, if you’re looking for an all-in-one solution as an alternative to Clearbit, but Apollo.io doesn’t work for you because you’re targeting European companies, Cognism is probably a good option.
Main Drawbacks of Cognism
Some customers report minor usability issues with Cognism, along with a few complaints about data accuracy.
They also don’t offer a free plan or even appear to provide a free trial.
Cognism Pricing
No pricing information at all is available for Cognism. You have to fill in a form and speak to a sales rep.
9. Visitor Queue
Visitor Queue is a website visitor identification platform that lets you personalize your website for specific leads and target audiences, enabling you to provide tailored experiences.
Features
Advanced filtering options for creating lead segments or excluding website visitors who don’t match your Ideal Customer Profile from showing up in your dashboard.
Lets you display relevant content to key accounts and segments.
Identifies company-level accounts visiting your website.
Pricing
Visitor Queue has as many as 11 pricing plans whose cost depends on the number of unique companies captured per month:
▶️ 100 companies - $39/mo.
▶️ 300 companies - $89/mo.
▶️ 500 companies - $109/mo.
▶️ 1,000 companies - $189/mo.
▶️ 2,000 companies - $299/mo.
▶️ 5,000 companies - $469/mo.
▶️ 10,000 companies - $749/mo.
▶️ 15,000 companies - $989/mo.
▶️ 20,000 companies - $1,249/mo.
▶️ 30,000 companies - $1,799/mo.
▶️ 40,000 companies - $2,299/mo.
However, if you want website personalization, you’ll have to pay an extra $200 per month.
There’s also a 14-day free trial available.
Pros & Cons
✅ Unlimited users on each plan.
✅ Lets you deliver personalized content for leads on your website.
✅ Gain insights into visitor behavior.
❌ Limited visitor data, only basic contact details.
❌ Integration issues.
10. RB2B
RB2B is a website traffic deanonymization platform that can reveal individuals who land on your website, provided they’re from the US.
If you run a US-based B2B business and want a tool that identifies both companies and individuals, then RB2B is a viable solution.
Features
Pushes visitors’ profiles in your Slack as soon as it identifies them.
Lets you set up filters to drill down on high-value visitors.
It integrates with sales engagement platforms, allowing you to add identified visitors to automated outreach sequences.
Pricing
RB2B's pricing structure has a free forever plan with 200 monthly reveal credits that sends visitors’ profiles to Slack. However, that’s about everything it offers.
If you want more credits, you can upgrade to its paid plan, which starts at $119 per month and can go up to $1,149 per month if your website traffic has 8,001-10,000 visitors.
Plans for higher traffic volumes have custom prices.
Find Out Who Your Warmest Leads Are With Warmly & Engage Them
While Clearbit (now Breeze Intelligence) provides a solid range of features for sales teams using HubSpot, especially those looking for a good B2B prospecting platform, the platform’s data reliability is still under question and lacks integrations with non-HubSpot products.
The platform’s capabilities of detecting buyer intent on your website at the contact level are also significantly limited compared to Warmly's.
With Warmly, all that changes.
Our revenue orchestration solution enables you to identify website visitors, detect the hottest leads among them, and engage them via automated outreach sequences perfectly tailored to each lead.
Want to know for sure if Warmly is a good match for your sales team?
Best GTM Tools: Optimize your GTM strategy with some of the best GTM software on the market today.
Best Sales Intelligence Tools: Look beyond popular options like Apollo and ZoomInfo to find the optimal solution for your use case.
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The Complete B2B Sales Tech Stack That We'd Recommend [2026]
Time to read
Chris Miller
A proper B2B sales stack can help you close more deals faster by automating repetitive tasks, improving seller productivity, and turning buyer signals into a predictable pipeline.
TL;DR
Building a B2B sales stack in 2026 means aligning tools with your GTM motions, maximizing automation without losing personalization, investing in deep analytics, and ensuring seamless integrations.
Warmly can be the core of the B2B sales tech stack, so you don’t have to pay for multiple toolswith its website visitor identification capabilities, AI sales chatbot, enriched intent data, live sales engagement, and sales orchestration capabilities.
Before we get started, I wanted to go over some of the factors to consider when you’re building out your B2B sales stack: ⬇️
What are the factors to consider when building out your B2B sales stack?
The main factors to consider when building your B2B sales stack include the sales motions it must support, the level of automation and workflow orchestration required, the depth of data & analytics, and how well the tools integrate in the end.
Let’s dive deeper into each one of them: ⬇️
#1: Which sales motions, roles, and processes must the stack support?
If I were to build Warmly’s B2B sales stack from scratch, I’d start by mapping our GTM motions (e.g., inbound and/or outbound-led motions) and the people who will be using the tools (i.e., SDRs, marketing, customer success, revenue teams).
You can start by listing the core activities each person in your sales team must perform, including:
Prospecting.
Outreach.
Opportunity management.
Handoffs to customer success.
#2: What level of automation and workflow orchestration do you require?
The next thing I’d focus on would be figuring out how much of the sales lifecycle we want to automate vs. keep human-driven.
Automated outreach and follow-ups (I know some teams want to do all outreach and follow-ups manually for better personalization).
Rescheduling automations, where a meeting gets cancelled or rescheduled, and an AI picks it up and handles the follow-up.
➡️ I’d prioritize automations that reduce manual work for reps while preserving opportunities for high-touch selling where it matters.
#3: How deep do your data, analytics, and forecasting needs go?
Here, I’d think beyond activity dashboards: your team should decide whether you need simple pipeline views or advanced forecasting, attribution, territory & quota analytics, and experiment tracking to measure results.
When we were building out our B2B sales stack, we looked for capabilities such as:
Real-time pipeline health and committed forecast views.
Revenue attribution and channel performance breakdowns.
Exportable datasets and flexible BI/SQL access.
➡️ Good analytics can turn the sales stack from a set of point tools into a source of truth for decisions, so you can double down on the channels that drive growth.
#4: How well do the tools integrate with one another?
Last but not least, you should take into consideration how all of the tools integrate with one another.
💡 Because, ultimately, integration quality determines whether your stack operates as a single system or a set of isolated silos.
I’ve seen so many sales teams struggle with duplicated data and can’t figure out attribution, and this is because their systems are simply running on their own.
Key integration touchpoints to validate include:
CRM + engagement tools for contact information, activity sync, and ownership updates.
CRM + CPQ/e-signature for product and pricing fidelity, quote status, and contract lineage.
Product analytics + CS/RevOps + Billing for usage signals for expansion, accurate renewal data, and billing reconciliation.
For example, imagine if a tool didn’t push the ‘’deal won’’ status back to your CRM.
What would happen is that your sales team will continue with outreach, the deal will continue sitting in the pipeline, and your sales team will be thinking that they have yet to win the client over.
➡️ Pro Tip: You can also use an iPaaS (e.g., Workato or Tray.io) to “glue” your tools together, which will help you reduce brittle point-to-point integrations.
What’s the perfect B2B sales stack in 2026?
Here are our selected tools for the ideal B2B sales tech stack in 2026:
#1: Website Visitor Identification: Warmly, to de-anonymize site visitors, enrich them with firmographic and technographic data, and then automatically reach out to them.
#2: CRM Software: HubSpot, an all-in-one CRM and sales hub to unify pipeline management, lead scoring, and workflow automation.
#3: Sales Engagement Platform: Outreach, for enterprise-grade prospecting, automated workflows, and AI-powered deal insights.
#4: Prospecting & Enrichment Tool: Clay, offering ICP-powered lead list building with 75+ enrichment sources and AI-driven research.
#5: AI Sales Chatbot: Salesloft (Drift), to qualify leads, handle FAQs, and schedule meetings via real-time website chat.
#7: Conversation Intelligence Software: Fireflies, capturing and analyzing sales calls with AI-powered transcripts, summaries, and insights.
#8: Intent Data Platform: Bombora, detecting surging accounts researching your category across 5,000+ B2B publishers.
#9: ABM Landing Page Builder: LandingRabbit, for fast, personalized 1:1 landing pages tailored to target accounts.
#10: Personalized Video Outreach Tool: HeyGen, enabling scalable video outreach with customizable avatars and templates.
#1: Warmly: Website Visitor De-Anonymization
Warmly offers a strong start to your B2B sales stack with our signal-based revenue orchestration platform that helps you de-anonymize your website visitors.
Our tool helps you identify your warmest leads as they browse on your website and reach out to them immediately with our engagement features.
Let’s get a closer look at some of the features that make Warmly an attractive solution:
Technographics (tools and software a company utilizes).
Our visitor identification software optimizes our data through a waterfall approach, which means we use multiple data providers (20+), including 2 other leading website de-anonymization providers to validate the accuracy, quality & overall match rate of our signal & contact data.
This leads to:
Higher data quantity: Multiple sources expand match rates.
Higher data quality: Proprietary cleansing and confidence scoring validate accuracy.
💡 To maintain the robust data quality and quantity, we continuously monitor vendor performance and validate our proprietary matching algorithms.
➡️ These systems allow us to track quality and quantity metrics in real-time, ensuring that both contact-level and company-level data meet the high standards our customers expect.
Warmly’s transparent data commitment means you can test our data quality with our free tier before committing to us as a data provider.
Because we aggregate data from 25+ providers and cross-check it using our proprietary waterfall technique, we can validate and verify data on your behalf, ensuring it’s of the highest quality.
Feature #2: Reveals your hottest leads based on intent data
Knowing who your leads are is only one part of successful outreach and conversion.
This is why Warmly collects intent data for each lead, allowing you to understand who your hottest leads are right now.
The platform captures three types of intent signals:
First-party intent, which includes intent signals leads left in your channels (website, app etc.), such as website visits, the specific pages they visited, time spent on high-intent pages, recurring visits, etc.
Second-party signals, which come from monitoring for things like job change intent, new funding rounds, etc.
Third-party intent, including web searches that include keywords relevant to your product, visits to competitors’ websites or interactions with their ads, etc.
As a result, your sales reps will get:
A complete overview of which of your leads are most likely to convert right now.
Critical insights into each lead, which they can leverage to tailor their outreach strategies accordingly.
Feature #3: Live video chat
In addition to streamlining outreach, Warmly allows your reps to engage leads directly via on-site live video chat.
This way, your reps can do what they do best - engage high-quality leads while they’re still hot and nurture them into conversion.
If you go to the “Warm Call” section of the platform’s dashboard, you’ll see all the companies and individuals visiting your website right now, in addition to intent and B2B data on each visitor.
When sales reps assess the time is right, or receive a Slack notification that a high-value lead has landed on your website, they can initiate a video call or send a contextual message in the text chat, emphasizing that they’re an actual human.
Reps can then leverage the data Warmly revealed to further nurture, warm up, and convert leads.
Feature #4: Marketing Ops Agent
The best GTM strategy is meaningless if you don’t have the right target list of companies and people.
It’s an easy-to-use platform that automatically builds and maintains real-time, up-to-date lists of your best-fit accounts and contacts, so your GTM team can focus on strategy and creativity instead of spreadsheets.
Here's how it works:
The Marketing Ops Agent connects directly to your CRM, ad platforms, outbound tools, and intent sources to automate key targeting workflows:
AI-powered lead scoring and enrichment to create dynamic lists ranked by fit and buying intent.
Buying committee identification using insights from past closed-won deals.
Instant audience syncing with HubSpot, Marketo, LinkedIn, Meta, Outreach, and more. No more manual CSV uploads.
Automatic list updates as new intent signals or engagement changes occur.
Unified buying intent scores that stay synced across every sales and marketing channel.
In addition to deep integrations with several lead intelligence platforms, Warmly provides a Warm Bundle: partner discounts for over 25 sales, marketing, and GTM tools.
This way, your team can access many relevant tools and combine them with Warmly at a fraction of their usual price.
Pricing
Warmly’s pricing is modular and component-based and comes with a free plan that lets you identify up to 500 website visitors per month.
You can choose the components that best match the needs of your business, as components are priced by output and not just by a monthly fee.
There are 4 paid product plans that you can choose from:
AI Data Agent (Starts at $10,000/yr), which includes 10,000 credits, person-level web visitor de-anonymization (RB2B + Vector data), CRM integration, and access to our Coldly Contact Database.
AI Inbound Agent (Starts at $16,000/yr), which adds a native marketing outbound automation, domain warmup, and lead routing with custom CRM fields.
AI Outbound Agent (Starts at $22,000/yr), which adds automated signal-based outbound orchestration, AI chatbot & live video chat, email automation, automation, and email warmup.
Marketing Ops Agent (Starts at $25,000/yr), which adds AI-powered account scoring, AI enrichments and custom signals, buying committee identification, real-time buying intent signal tracking, and automatic updates across all enrichments, signals, account and lead lists.
➡️ Warmly’s pricing is ideal for larger SMB and MM companies with a growing or mature GTM motion with SDR, sales, and marketing functions.
Pros & Cons
✅ Identifies companies and individuals visiting your website.
✅ Enriches each identified lead with detailed B2B intelligence and reveals intent data.
✅ Versatile sales orchestration options.
✅ Live sales engagement capabilities.
✅ Reveals who your hottest leads are right now.
❌ Pricing is modular.
#2: HubSpot: Sales CRM
Best for: All-in-one CRM and sales hub for managing customer relationships, automating workflows, and scaling GTM.
Similar to: Salesforce.
HubSpot is one of the most popular platforms for B2B companies with its CRM, marketing automation, sales enablement, and customer success tools under one roof (so you don’t have to pay for these things separately).
Its modular “Hubs” let you start small and scale into a full GTM suite as they grow.
Features
Unified CRM that connects marketing, sales, and service teams around a single customer record.
Lead tracking & scoring that helps you automatically track prospect engagement across channels and score leads based on behavior to prioritize the most sales-ready contacts.
Powerful automation for email, lead nurturing, and pipeline management.
💡 You can use Warmly’s visitor identification software with HubSpot to alert your sales team the moment a known prospect arrives on the site. With the HubSpot browser cookie, you can prioritize conversations with the leads who have shown the most engagement with your HubSpot campaigns.
Pricing
HubSpot’s Sales Hub has a free version that gives you access to 1 deal pipeline, the ability to share 1 personal meeting link, and to track leads and customers.
To access the tool’s more advanced features, you will need to sign up for one of its 4 paid tiers:
Sales Hub Starter: $20/month/seat, which adds an e-signature, conversation routing, and simple automations.
Sales Hub Professional: $100/month/seat, which adds ABM tools and automation, coaching playlists, call transcription and coaching, playbooks, and sequences.
Sales Hub Enterprise: $150/month/seat, which adds conversation intelligence, custom objects, and lead form routing.
Pros and Cons
✅ All-in-one sales and marketing CRM that gives you access to workflow automations and advanced analytics.
✅ AI-powered assistant to help your marketing team.
✅ Deep integrations with other marketing tools that you might already be using.
❌ The templates are not very customizable when compared to other tools on the market.
❌ The tool comes with a learning curve, according to users of the platform.
#3: Outreach: Sales Engagement
Best for: Enterprise-grade sales engagement and execution across the entire revenue cycle.
Similar to: Humantic AI.
Outreach offers a leading sales execution platform that integrates AI to enhance every stage of the sales process.
From automating prospecting tasks to providing real-time deal insights and forecasting, the platform helps sales teams engage prospects more effectively and close deals faster.
Features
AI prospecting agent that identifies potential leads, qualifies them based on predefined criteria, and reaches out to best-fit prospects through personalized messages.
Smart email assist, which leverages AI to draft initial sales engagement emails, email replies, or meeting follow-ups based on the provided context.
Smart deal assist that predicts whether a deal will close with high accuracy rates and recommends actions to keep it on track using unique engagement signals across emails, calls, and meetings.
Pricing
Outreach has five different product packages:
Engage: Includes email assistant, automations, CRM sync, templates, etc.
Call: Includes sales dialer, live sales monitoring, AI-powered call summary, etc.
Meet: Includes real-time call recording and transcription, AI-powered meeting assistant, automated summary and action items, etc.
Deal: Includes AI-powered deal assistant, deal health score, deal overview with activity history, etc.
Forecast: Includes AI projection, scenario planning, detailed dashboards, etc.
However, the software doesn’t publish prices for any of its packages, so you’ll have to contact its sales team.
Moreover, each package comes with distinct pricing, meaning the costs can easily add up if you want to use several of Outreach’s products.
Pros & Cons
✅ Above-average automation capabilities for emails, follow-ups, and meeting scheduling.
✅ Deep insights into deal health and buyer sentiment.
✅ Helps you streamlines workflows and automate tasks.
❌ Opaque pricing that allegedly becomes really expensive.
❌ Outreach can be complex to learn and use, particularly for those unfamiliar with sales engagement solutions.
#4: Clay: Prospecting & Enrichment
Best for: Sales teams looking tobuild fully custom, ICP-powered scoring workflows using clean, enriched data from multiple sources.
Similar to: Datanyze.
Clay offers a lead enrichment tool that collects data from 75+ enrichment sources and lets you create detailed lead lists by pulling from its 10+ built-in sources.
With the platform, sales teams can build tables from detailed prompts like: “go scrape these sites and find me prospects that look like my ICP”.
Features
Waterfall data enrichment, which lets you cross-reference dozens of databases and data providers to increase the chances of getting accurate data.
AI web scraper Claygent, which runs prospect research for you anywhere on the web.
Intuitive lead list builder that lets you create comprehensive lists easily.
Pricing
Clay’s pricing offers a free forever plan that provides 100 monthly search credits and limited access to its features.
For more advanced users, Clay has 4 pricing tiers:
Starter: $149/mo.
Explorer: $349/mo.
Pro: $800/mo.
Enterprise: Custom pricing.
Clay has a 14-day free trial for its Pro package.
Pros and Cons
✅ Waterfall enrichment speeds up prospecting and improves the quality of your prospect and leads lists.
✅ Wide range of features and seamless integrations.
✅ Can automate essential sales operations.
❌ A reported learning curve.
❌ The costs can easily sneak up on you, which is why some people have been looking for Clay alternatives.
#5: Salesloft: AI Sales Chatbot
Best for: Qualifying leads and helping them get answers to common questions about your product.
Similar to: Warmly.
Salesloft (Drift) offers a conversational marketing chatbot that leverages AI to facilitate real-time interactions with your website visitors.
Its AI-powered sales chatbot is designed to help your sales team qualify leads, answer queries, and schedule meetings.
How Does Salesloft's AI Chatbot Work?
Salesloft's AI sales chat integrates with your company's website to initiate and manage conversations with prospects 24/7.
The platform engages website visitors in real-time, utilizing NLP to understand and respond to inquiries.
It’s capable of qualifying leads by asking relevant questions and, based on the responses, routing them to the appropriate SDR or scheduling meetings.
Pricing
There’s no pricing information available for Drift ever since Salesloft acquired it. That means you’ll have to contact Salesloft’s sales team for more details.
Pros & Cons
✅ Automatic routing to your sales team.
✅ Easy to use, according to G2 reviews.
✅ Automates routine tasks such as lead qualification and meeting scheduling.
❌ Since it’s been acquired by Salesloft, there have been no details on its pricing, which is why some people have been looking for Drift alternatives.
❌ There’s a learning curve for the customization of the chatbot.
#6: HockeyStack: Attribution & Analytics
Best for: Sales teams looking to monitor and understand the impact and performance of their efforts across multiple channels.
Similar to: Attio.
HockeyStack is a marketing and sales attribution platform that provides full visibility of your sales funnel.
Its no-code interface is easy to implement into any system (although it has a slight learning curve) making it a favorite among sales teams.
Features
Measures the influence of specific sales activity on ROI, conversions, demo bookings, etc., enabling you to understand what performs well and what needs improving.
Tracks the entire buyer journey across multiple touchpoints, matches each activity to revenue impact, and then uncovers the influence marketing efforts had on outbound sales.
Uses AI models to measure, forecast, and predict contributions of individual sales activities across channels.
Pricing
HockeyStack no longer offers transparent pricing, so you’d have to contact their team for a demo to get a quote.
Pros & Cons
✅ Strong sales analytics and forecasting features.
✅ Provides powerful insights that enable GTM teams to make data-driven decisions.
✅ AI analyst for data analysis and report building.
❌ Pricing is no longer transparent.
❌ Slow loading time for reports, according to user reviews, which is why some users have been looking for HockeyStack alternatives.
#7: Fireflies: Conversation Intelligence
Best for: Capturing, transcribing, and analyzing verbal sales conversations with your leads.
Similar to: N/A.
Fireflies offers an AI-powered platform that records, transcribes, summarizes, and analyzes meetings with your leads.
The reason why I included this tool is that sales reps can dive deeper into the different conversations with prospects, get insights, get summaries, and keep track of action items.
Features
Transcribes and summarizes meetings across Zoom, Google Meet, Teams, and other video call platforms and makes AI-powered notes that highlight key moments.
1-click AI-powered meeting summaries and analyses provide instant insight into action items, tasks, questions, and other key metrics.
Lets you detect buyer sentiment, identify talk-to-listen ratio, recognize critical topics, measure reps' sales performance, etc.
Pricing
Fireflies comes with a free forever plan with unlimited transcriptions, limited AI summaries, 800 minutes of storage per seat, and access to some of its basic features.
More advanced users can choose from three paid plans:
Pro: $18/seat/month, which includes 8,000 minutes of storage/seat, talk-time analytics, AI apps, action items, and the ability to download transcripts, summaries, and recordings.
Business: $29 per user per month, which adds unlimited storage, video recording, conversation intelligence, team analytics, and user groups.
Enterprise: $39 per user per month, which adds rules engine, SSO, HIPAA compliance, private storage, custom data retention, and a transcript-only mode.
Pros & Cons
✅ Has a mobile app providing on-the-go access.
✅ Affordable plans that become even more affordable when you pay annually.
✅ 1-click AI-powered meeting summaries that you can take away.
❌ You’ll have one more attendant in your sessions, as the tool sends a bot to join your meetings.
❌ There are reported issues with accurately identifying buyer sentiment.
#8: Bombora: Intent Signals
Best for: Buyer intent monitoring and early-stage prospect discovery.
Similar to: UpLead.
Bombora offers a B2B intent data platform that helps sales teams identify which companies are actively researching topics related to their product or service, even before those companies reach out or fill out a form.
The platform tracks content consumption behavior across a cooperative network of 5,000+ B2B content publishers.
Features
Detect which companies are “surging” in interest around your solution based on content consumption patterns across the web.
Choose from thousands of B2B-relevant topics or create your own clusters based on your unique product category.
Push intent data directly into your CRM, MAP, or ABM platform to dynamically trigger outreach or prioritize accounts.
💡 Warmly has an integration with Bombora, meaning you’ll get access to in-depth third-party intent data simply by subscribing to Warmly.
Pricing
Bombora does not publish prices or details about its packages. You can request a demo or contact its sales for more details.
Pros & Cons
✅ Integrates with CRMs and platforms like Salesforce, HubSpot, so reps can see real-time intent data layered on top of existing accounts.
✅ The platform tracks a wide range of intent topics and has high accuracy rates.
✅ You’ll be able to push intent data directly into your CRM, MAP, or ABM platform
❌ Some users are not happy with its analytics reports.
❌ Can be expensive, especially for smaller teams.
#9: LandingRabbit: ABM Landing Pages
Best for: Building personalized landing pages in minutes to scale 1:1 ABM.
Similar to: Mosaic ABM.
LandingRabbit helps revenue teams turn existing work (sales calls, slide decks, blog posts, product specs) into on-brand, account-specific landing pages without needing designers or devs.
The reason why I decided to include this tool in this B2B sales tech stack is because of how easy and non-demanding it is to build these 1:1 ABM landing pages to take personalization to the next level.
Features
Turns sales call notes, slide decks, blog posts, and product/docs into ready-to-publish ABM landing pages so you can ship targeted pages fast.
An inline, doc-like editor that builds the page as you write and keeps brand styles consistent.
Export/publish options (you’ll be able to import into Webflow and other builders) so pages created in LandingRabbit can be pushed into your existing site workflow.
Pricing
LandingRabbit keeps its pricing simple with 2 plans:
Starter: $39 per month, unlimited landing pages, one admin seat, and access to the full feature set. Additional users can be added for $15 per month each.
Agency: Custom pricing that will let you unlock more workspaces and brands.
Pros & Cons
✅ Build ABM landing pages without designers or developers.
✅ Affordable entry-level paid plan with unlimited pages.
✅ Converts existing content (slides, docs, posts) into landing pages.
❌ May feel limited for enterprise ABM programs.
❌ Fewer built-in enterprise features (advanced integrations, account orchestration) compared to other ABM platforms.
#10: HeyGen: Personalized Video Outreach
Best for: Running personalized video outreach at scale.
Similar to: N/A.
Personalized outreach videos are a nice way to cut through the noise of generic sales techniques, which is exactly what HeyGen leverages as its unique selling point.
From outbound pitches to pre-call intros and post-meeting recaps, the platform helps you stand out at every stage of the sales process with personalized videos.
Features
Personalize a single video you take for every contact in your prospect list in seconds.
You can create personalized follow-up sales videos that highlight key points, answer questions, and build trust with your prospects.
Has interactive avatars that can answer your prospects’ questions, mimicking genuine human interaction.
Pricing
HeyGen has a free plan that lets you generate up to 3 personalized videos of up to 3 minutes.
For more videos, increased video length, and additional features, subscribe to one of three plans:
Creator: $29/mo, which includes unlimited videos of up to 5 mins.
Team: $89/mo/seat, which includes unlimited video of up to 30 mins, and more features for teams, such as brand kits.
Enterprise: Custom pricing, which includes unlimited videos, unlimited video duration.
Pros & Cons
✅ Comes with out-of-the-box templates to get started in minutes.
✅ You can combine HeyGen with LandingRabbit to scale 1:1 ABM with personalized videos.
✅ Video translation capabilities.
❌ Video duration is significantly limited on the two lower tiers.
❌ Issues with avatars, such as poor lip sync, glitches, etc.
Build out your B2B sales stack with Warmly as its engine
Well, that was it from our complete guide for creating your best B2B sales stack in 2026.
And, truth be told, you do not need to have multiple tools for different use cases.
For example, with Warmly, you can combine:
Website visitor identification.
AI sales chatbot.
Intent data.
Account scoring & lead prioritization.
Outreach & follow-up.
If your sales team is serious about scaling your outbound and nurturing inbound while aligning with marketing, Warmly is one of the smartest, most intent-driven ABM platforms out there.
Our platform helps you identify your website visitors, score them, and then instantly engage them while they’re still burning hot.
Here’s what else you’ll get by signing up for Warmly:
The ability to identify potential buyers by tracking their interactions with your website and getting insights into their interest level.
A wide range of accurate prospect contact details, directly from the Coldly database, helping you reachthe right people.
Simplify your meeting process with automatic meeting scheduling that removes the back-and-forth, ensuring a frictionless booking experience.
Automatically send leads to the right salesperson and notify them via Slack if a high-intent lead is active on your website.
A Bombora integration that helps you proactively reach out to your warm leads and track who’s researching terms relevant to your product and brand, and get in front of them before your competitors do.
Automate the search for high-potential prospects using AI technology, ensuring your sales team focuses on the right opportunities.
AI Email Marketing: How To Use It In 2026? - Want to improve open, reply, and click-through rates? AI can help you master the art of email marketing - find out how to leverage it for optimal results.
10 Best AI Sales Intelligence Tools & Software [2026]
Time to read
Chris Miller
A good AI sales intelligence platform can help you identify and prioritize in-market accounts, surface buyer signals, and recommend actionable outreach.
I’ll cover the 10 best AI sales intelligence solutions that can help you prioritize high-value opportunities and win more deals.
TL;DR
Warmly offers the best buyer intent software with its real-time website visitor identification, enriched 1st/2nd/3rd-party intent signals, and automated orchestration for outreach and engagement.
Enterprise-grade tools like Demandbase and 6sense are ideal for large ABM programs that need predictive intelligence and account-level prioritization.
On the other hand, tools like Apollo and Seamless AI can help smaller GTM teams quickly discover contacts, validate data, and run outbound sequences at scale.
Before we begin, I wanted to go over some of the factors to consider when you’re evaluating AI sales intelligence solutions:
What factors should you consider when evaluating sales intelligence tools?
The main factors to consider when buying AI sales intelligence software include how actionable and accurate the data provided is, how well it integrates with your existing sales tech stack, and its level of predictive intelligence and automations that it offers.
Let’s dive deeper into each one of them: ⬇️
#1: How actionable and accurate is the data provided?
The first question you need to ask yourself is how actionable and accurate the data provided by the AI sales intelligence tool is.
➡️ The software should deliver accurate insights about leads, companies, and contacts with very little, if any, outdated or incorrect information that wastes time.
Actionable data means you can trust the platform to guide you on the right accounts to engage next.
💡 Pro Tip: During demos, you can ask for examples or sample feeds so you can validate coverage against known accounts.
#2: How well does the AI integrate with your existing sales stack?
The 2nd question you need to ask yourself is how well the AI integrate with your existing sales tech stack?
➡️ If the AI software can automatically sync data, trigger workflows, and enrich records without manual import-export, it’ll be a massive time saver.
If I were you, I’d consider platforms that support the tools my team uses daily and whether they can embed insights within my sales reps’ workflows.
#3: What level of predictive intelligence and automation does it offer?
The final question you need to ask yourself is about the level of predictive intelligence and automation the platform offers.
➡️ Beyond basic data gathering, many AI sales intelligence tools use predictive analytics to score leads, forecast deal closures, and recommend next best actions.
💡 You can also check for automation features such as automated outreach suggestions or task prioritization, which help reps focus on high-impact activities.
What are the 10 AI sales intelligence tools on the market?
The best AI sales intelligence solutions on the market include Warmly with its combination of real-time website visitor identification with enriched firmographic and behavioral data, as well as Demandbase and Clearbit.
Here’s a comprehensive breakdown:
Tool
Use Case
Pricing
Warmly
Signal-based revenue orchestration: real-time website visitor ID, intent-driven lead scoring, AI chat, automated outbound orchestration and live engagement.
AI Data Agent: from $10,000/yr; AI Inbound Agent: from $16,000/yr; AI Outbound Agent: from $22,000/yr.
Demandbase
Enterprise ABM: account-level AI insights, intent scoring, web personalization, and marketing/sales play orchestration.
Platform fee + per-user fee (custom pricing).
Clearbit
Real-time enrichment + intent for routing, ICP mapping, lead scoring and form capture/shortening.
Volume-based plans and add-ons (Forms, Advertising, Capture) incur additional costs.
Cognism
Outbound & international teams needing compliant, phone-verified contact data and intent for prospecting.
Two premium tiers (Platinum, Diamond) with custom pricing.
ZoomInfo
Deep data coverage + AI research/outreach: research, enrichment, visitor > lead conversion and multichannel outreach.
Custom packages (Sales/Talent/Marketing); contact sales: typically 12-month contracts (pricing by package/features).
6sense
ABM & revenue intelligence at scale: predictive account scoring, intent orchestration, and ad targeting.
Free plan (50 credits/mo: Buyer Discovery, Contact & Company Data, Alerts, Chrome ext.); paid tiers (Team / Growth / Enterprise).
Clay
Programmable data pipelines & workflow automation for bespoke prospect lists and waterfall enrichment.
Free forever (100 search credits/mo); Starter $149/mo; Explorer $349/mo; Pro $800/mo; Enterprise custom.
Seamless AI
Fast, real-time prospect discovery and contact validation for SDRs and growth reps.
Free forever (50 credits); Pro / Enterprise tiers available: contact sales for specific pricing (some AI features sold as add-ons).
Lusha
SMBs prioritizing data accuracy & compliance — quick enrichment, intent alerts, and LinkedIn/CRM extension access.
End-to-end prospecting + engagement: large contact DB plus AI outbound engine (sequences, automation, lead scoring).
Free forever (100 finder credits); Basic $59/user/mo; Professional $99/user/mo; Organization $149/user/mo.
#1: Warmly
Warmly offers the best AI sales intelligence platform on the market by combining real-time website visitor identification with enriched firmographic and behavioral data to reveal exactly who’s ready to buy and why.
Our platform helps you identify your warmest leads and reach out to them immediately with our engagement features.
Disclosure: Even though Warmly is our tool, I’ll aim to provide an unbiased perspective on why Warmly offers the AI sales intelligence platform on the market in 2026.
Every identified prospect is enriched with granular B2B data that helps your sales reps determine which of them fit your ICP profile and tailor their approach accordingly, including:
Contact details (company and personal names, email addresses, LinkedIn profiles, phone numbers, etc.).
Firmographics (location, industry, size, etc.).
Technographics (the technology and software a company primarily uses).
CRM data (past interactions with your reps, won and lost deals, former champions, etc.).
However, that’s not all.
Warmly also tracks intent data, translating it into actionable insights your sales team can leverage to detect leads most likely to convert right now.
Warmly detects several types of intent data, such as:
First-party intent: This includes intent signals that the leads left in your channels (website, app, etc.), such as website visits, the specific pages they visited, time spent on high-intent pages, recurring visits, etc.
Second-party signals: These come from monitoring LinkedIn for things like job change intent, new funding rounds, etc.
Third-party intent: This includes the intent signals your leads left across the web, such as web searches that include keywords relevant to your product, visits to competitors’ websites or interactions with their ads, etc.
But why is this so important?
With intent data, your SDRs can identify and prioritize your hottest leads from the start instead of wasting their efforts on cold or low-value leads.
As a result, you’ll experience more conversions and ROI before you know it.
Check out our product walkthrough to learn more about Warmly’s features in use:
Feature #2: Sales automations to help you convert warm traffic
Warmly has several automation features to help you put essential sales operations on autopilot and ensure that no high-value lead is missed again.
Firstly, the Orchestrator lets you streamline LinkedIn and email outreach by automatically adding high-intent leads to specific sequences.
Our software lets you set up all the essential parameters, enabling you to completely customize it to fit your needs, goals, and target market, including letting you:
Specify the trigger that sets the sequence in motion (e.g., a visitor goes to a high-intent page, such as pricing).
Define the criteria the visitor needs to meet to be targeted (e.g., company size, industry, job role).
Set up the frequency at which you want the workflows to run and the maximum number of people targeted in a single account.
Decide what action you want the Orchestrator to take (e.g., sending a contextual email, personalized LinkedIn DM, or connection request).
Then there’s the AI Chat that leverages the power of AI to engage high-intent leads on your website by:
Asking them qualifying questions.
Answering their queries.
Booking meetings.
Offering relevant collaterals, etc.
The AI that powers AI Chat is fully trainable, meaning you can tailor it to your specific brand tone of voice and other requirements.
Finally, Warmly’s automated alerts notify sales reps via Slack whenever a high-intent lead lands on your website or takes a high-intent action. This significantly shortens the time to lead, increasing your chances of getting more conversions.
Feature #3: Live lead engagement
Warmly has another trick up its sleeve against competitors on the market for users who want to make the most of the traction gained by the intent insights the platform uncovers.
Namely, Warmly lets you engage your leads in a live video call while they’re still on your website.
When you go to the “Warm Calls” section of Warmly’s dashboard, you can see who’s visiting your website and monitor their sessions in real-time.
Once your reps assess that the time is right, they can hop on a video call straight from Warmly’s dashboard.
As any sales rep knows, nothing can help you close more deals than one-on-one meetings, so make sure to make the most of them.
Try it out here:
Feature #4: A B2B prospect database: Coldly
Warmly’s Coldly, a database with 200M+ accounts and contacts, gives your sales team an excellent starting point for prospecting.
Coldly includes all the B2B data your sales reps need to make initial contact, including:
Validated emails.
Phone numbers.
LinkedIn profiles.
Our database also provides 25+ B2B filters and customizable data filters that you can set up, enabling your sales team to build highly targeted prospect lists in a few seconds.
Coldly also has a browser extension that lets you scrape essential B2B contact data from any source on the web, including LinkedIn profiles, company websites, etc.
Your team will have both accurate contact data and the right tools to pick up buyer intent signals and set up workflows on top of them.
Feature #5: Automate list building and enrichment with the Marketing Ops Agent
Our Marketing Ops Agent helps you build a real-time, auto-updating list of your best prospects.
We noticed that GTM teams spend enormous time building, cleaning, and syncing target lists across CRMs, ad platforms, and outbound tools.
The Marketing Ops Agent automates that, acting as a real-time intelligence layer between your data sources and your marketing & sales systems.
The solution automatically builds and maintains real-time, up-to-date lists of your best-fit accounts and contacts, so your team can focus on strategy and creativity instead of spreadsheets.
Here's how it works:
The Marketing Ops Agent connects directly to your CRM, ad platforms, outbound tools, and intent sources to automate key targeting workflows:
AI-powered lead scoring and enrichment to create dynamic lists ranked by fit and buying intent.
Buying committee identification using insights from past closed-won deals.
Instant audience syncing with HubSpot, Marketo, LinkedIn, Meta, Outreach, and more. No more manual CSV uploads.
Automatic list updates as new intent signals or engagement changes occur.
Unified buying intent scores that stay synced across every sales and marketing channel.
In addition to deep integrations with several lead intelligence platforms, Warmly provides a Warm Bundle, which are partner discounts for over 25 sales, marketing, and GTM tools.
You can access many relevant tools and combine them with Warmly at a fraction of their usual price.
Pricing
Warmly’s pricing is modular and component-based and comes with a free plan that lets you identify up to 500 website visitors per month.
You can choose the components that best match the needs of your business, as components are priced by output and not just by a monthly fee.
There are 4 paid product plans that you can choose from:
AI Data Agent (Starts at $10,000/yr), which includes 10,000 credits, person-level web visitor de-anonymization (RB2B + Vector data), CRM integration, and access to our Coldly Contact Database.
AI Inbound Agent (Starts at $16,000/yr), which adds a native marketing outbound automation, domain warmup, and lead routing with custom CRM fields.
AI Outbound Agent (Starts at $22,000/yr), which adds automated signal-based outbound orchestration, AI chatbot & live video chat, email automation, LinkedIn automation, and email warmup.
Marketing Ops Agent (Starts at $25,000/yr), which adds AI-powered account scoring, AI enrichments and custom signals, buying committee identification, real-time buying intent signal tracking, and automatic updates across all enrichments, signals, account and lead lists.
➡️ Warmly’s pricing is ideal for larger SMB and MM companies with a growing or mature GTM motion with SDR, sales, and marketing functions.
Pros & Cons
✅ Identifies companies and individuals visiting your website.
✅ Enriches each identified lead with detailed B2B intelligence and reveals intent data.
✅ Versatile sales orchestration capabilities.
✅ Live sales engagement capabilities.
✅ Reveals who your hottest leads are right now.
❌ Pricing is modular.
#2: Demandbase
Best for: Enterprise B2B teams running ABM programs that need account-level AI insights to align marketing and sales.
Similar to: Warmly, 6sense.
Demandbase is built around account-based GTM and uses AI to unify first- and third-party signals so sales can target high-value accounts with personalized plays and timing.
The platform’s strength is in turning account intent and firmographic signals into prioritized account lists and playbooks that align marketing and sales.
Features
Account-based marketing orchestration: Your team can create customizable workflows aimed at specific accounts/audience segments.
Account intent scoring and account-level prioritization that surfaces purchase-ready accounts and the recommended next actions for sellers.
Real-time website personalization: Leverage buying intent and B2B data to provide each target account with a tailored web experience, including everything from messaging and images to offers and CTAs.
Agentbase: Agentbase is Demandbase’s system of connected AI agents for total GTM alignment. The AI agents work together and are powered by the same data, helping you deliver a better and faster pipeline.
Pricing
Demandbase does not include its pricing, so you’d have to contact their team to get a quote.
➡️ The only thing revealed on its website is that its pricing model includes a platform fee that covers all the essential services and a flat user fee that scales according to your needs.
Pros & Cons
✅ Targeted B2B advertising and retargeting.
✅ Full suite of ABM tools, including account insights, intent data, and personalized campaign orchestration.
✅ Sales insights that your team can use to prioritize accounts.
❌ The software has a steep learning curve, according to G2 reviews.
❌ Expensive when compared to other options on the market.
#3: Clearbit
Best for: Revenue teams that want native enrichment + intent to power routing and scoring.
Similar to: Cognism.
Clearbit focuses on fast, automated data enrichment and buyer-intent detection to convert anonymous web traffic into usable leads and route them correctly in your CRM.
The software is particularly useful for enriching records, improving lead scoring, and revealing which companies match your ICP in real time.
Features
Real-time enrichment and ICP mapping that automatically populates firmographic/persona attributes and flags buying intent for reps.
Form shortening for capturing more leads without losing relevant data.
Instant lead scoring and routing thanks to granular industry categorization, corporate hierarchies, job roles and seniority tags, etc.
The only thing stated on the website is that the plan is volume-based and can be configured to include add-on packages like Forms, Advertising, and Capture.
This means that you’ll probably be charged extra if you opt for add-ons.
Note: Warmly's pricing plans include access to Clearbit’s rich database.
Pros & Cons
✅ Variety of buyer intent signals to help you identify qualified leads.
✅ Integrates with various platforms and CRMs.
✅ User-friendly.
❌ Opaque pricing, which is why some people have been looking for Clearbit alternatives.
❌ Some of its features are available only as add-ons that are charged extra for.
#4: Cognism
Best for: Outbound teams and international sellers who need compliant, high-coverage contact data.
Similar to: Lead IQ.
Cognism combines global, compliance-focused contact data with intent signals and an AI sales companion to power outbound at scale, emphasizing data freshness and phone-verified contacts.
The platform is strong where compliant international coverage and high-quality contact details matter for prospecting.
Features
Use AI-powered sales prospecting to type or speak your search directly into the search bar and get a list of ICPs and great-fit accounts.
Phone-verified contact data plus third-party intent signals that help reps target prospects with verified direct dials and timely topics.
Create custom workflows to enrich existing CRM data or new leads with updated information.
Get intent data for buyers actively searching for solutions like yours, enriched with the most up-to-date and complete contact data.
✅ Access to global data without geographical restrictions.
✅ The Cognism browser extension allows prospecting over any website or app.
✅ Customers frequently praise the quality of Cognism's customer support.
❌ While it integrates with most CRMs, most app integrations are possible via Zapier and not native to Cognism, which is why some sales teams have been looking for Cognism alternatives.
❌ Limited intent data.
#5: ZoomInfo
Best for: Mid-market to enterprise GTM teams that want the deepest data coverage and AI-driven research + outreach tools.
Similar to: Bombora.
ZoomInfo offers one of the largest B2B contact/company datasets plus AI features (Copilot/WebSight) that synthesize buyer signals and turn anonymous website visitors into named opportunities.
Its software excels at combining the scale of data with workflows for research, enrichment, and multichannel outreach.
Features
Unified buyer-signal synthesis and AI copilot that creates rapid account summaries, next-best actions, and visitor-to-lead conversion alerts.
Advanced filtering: You can filter prospects based on various criteria, such as industry, company size, location, and job role.
Intent data: ZoomInfo tracks online behavior to identify companies showing interest in specific products or services, helping you prioritize outreach to prospects who are actively researching solutions similar to yours.
Pricing
ZoomInfo has three plans for Sales, Talent, and Marketing teams, all of which have custom pricing and lock you into 12-month contracts.
These custom packages differ primarily in the app integrations and features they include, as each is geared toward distinct user types.
Since ZoomInfo doesn’t disclose actual prices, you’ll have to contact ZoomInfo’s team for a custom quote or check our in-depth ZoomInfo pricing guide.
Pros & Cons
✅ Extensive and up-to-date B2B contact database, particularly strong in the U.S. market.
✅ Intuitive interface, despite having numerous features.
✅ You can prioritize outreach to prospects who are actively researching solutions similar to yours.
❌ Data accuracy may vary for regions outside the U.S, which is why some brands have been looking for ZoomInfo alternatives.
❌ The tool can get really expensive for the full solution.
#6: 6sense
Best for: Enterprises running ABM at scale that want AI to predict and prioritize high-value accounts.
Similar to: ZoomInfo.
6sense is an ABM and revenue-intelligence platform that leverages predictive modelling and intent to surface accounts most likely to convert and recommend engagement timing and channels.
The platform helps sales prioritize accounts and orchestrate plays based on where buyers are in their journey.
Features
It collects intent signals from multiple sources (the platform claims it analyzes 500B+ intent signals monthly), such as website visits, keyword searches, and engagement patterns, helping you identify leads most likely to convert now.
Has over 80 segmentation filters, enabling you to create dynamic audience segments based on firmographics, engagement data, and intent signals.
Predictive account scoring and intent orchestration that ranks accounts by likelihood to buy and automates which channels/messages to use.
❌ Doesn’t identify the individual visitors visiting your website.
#7: Clay
Best for: GTM teams that want flexible data pipelines and automation to build bespoke prospect lists and sequences.
Similar to: ZoomInfo.
Clay aggregates many premium data sources and exposes AI research agents plus workflow automation so teams can programmatically source, enrich, and prepare personalized prospects.
The tool is optimized for teams that want a programmable, data-centric way to build targeted lists and outreach flows.
Features
Waterfall data enrichment lets you cross-reference dozens of databases and data providers, increasing the chances of getting accurate data.
AI research agents and workflow builders that pull, enrich, and prep prospect lists automatically for highly personalized outreach.
Intuitive lead list builder that lets you create comprehensive lists easily.
For more advanced users, Clay has 4 pricing tiers:
Starter: $149/mo.
Explorer: $349/mo.
Pro: $800/mo.
Enterprise: Custom pricing.
Clay has a 14-day free trial for its Pro package.
Pros and Cons
✅ Waterfall enrichment speeds up prospecting and improves the quality of your prospect and leads lists.
✅ Wide range of features and seamless integrations.
✅ Can automate essential sales operations.
❌ Steep learning curve for new users.
❌ The costs can easily sneak up on you, which is why some users have been looking for Clay alternatives.
#8: Seamless AI
Best for: SDR teams and growth reps that need fast, scalable prospect discovery with minimal setup.
Similar to: Koala.
Seamless AI is a real-time B2B lead search engine that uses AI to find and validate contact details quickly, letting SDRs build lists and run outreach without heavy research.
The platform’s appeal is speed and simplicity for prospect discovery and list building.
Features
Real-time lead discovery and contact validation that returns emails/phones and enrichment on demand for instant outreach.
AI Assistant for sales content creation: Helps you craft personalized sales scripts, emails, and social media messages quickly by analyzing customer data and preferences.
Total AI confidence scoring: The platform assigns a confidence score to each contact's data, indicating the reliability of information like email addresses, helping you improve outreach success rates.
Pricing
Seamless AI has a free forever plan that provides you with 50 credits for finding prospect data.
For more credits and extra features, subscribe to one of two plans:
Pro: Includes everything in Free, daily credit refresh, access to AI features, etc.
Enterprise: Includes everything in Pro, plus API and extra support.
However, Seamless.AI doesn’t disclose prices for its packages, so you’ll have to contact its sales team.
Note: Some of its best features, including all the AI-powered ones, are listed as add-ons. This means that you may need to pay extra for them, regardless of your subscription to any of the platform’s paid plans.
Pros & Cons
✅ The platform provides real-time, verified contact information.
✅ User-friendly interface with a helpful Chrome extension.
✅ Integrations with platforms like LinkedIn and CRMs.
❌ Limited international data coverage compared to competitors.
❌ Customer support can be inconsistent when compared to alternatives.
#9: Lusha
Best for: SMBs and teams that prioritize data accuracy and regulatory compliance in prospecting.
Similar to: Clay.
Lusha positions itself as a highly accurate, compliance-minded B2B data provider with easy CRM/extension access and intent alerts.
The platform stood out to me with its straightforward enrichment and quick contact access.
Features
Lusha enables Topic-Synergy Intent Scoring to surface the accounts that are showing the most buying activity at critical stages in the buying cycle.
Compliant contact enrichment with verified attributes and intent alerts so reps get high-confidence leads and notifications.
Automatically enrich your database on any CRM or CDP solely by using contact email addresses or a LinkedIn URL.
Open Lusha Extension on LinkedIn, Sales Navigator, Recruiter, Salesforce, or any company site to access contact and company info in seconds.
Generate AI-powered email sequences for cold outreach, product demo requests, or career opportunities with dynamic fields that autofill based on lead details.
Pricing
Lusha offers a free forever plan limited to one user. Other than that, it has three premium plans:
Pro: $49 per user per month.
Premium: $79 per user per month.
Scale: Custom pricing.
Pros & Cons
✅ Lusha integrates with popular CRM platforms like Salesforce and HubSpot, facilitating smooth data import and management processes.
✅ Ease of use and LinkedIn integration.
✅ Offers bulk APIs to retrieve up to 100 contacts at once with bulk API.
❌ The UI and dashboard aren't beginner-friendly, which is why some sales teams have been looking for Lusha alternatives.
❌ Potential data inaccuracies.
#10: Apollo
Best for: Small to mid-sized GTM teams that want an end-to-end prospecting and engagement platform with embedded AI.
Similar to: Seamless AI.
Apollo combines a very large contact database with an AI outbound engine (sequences, automation, and research assistants) so teams can both find prospects and run multichannel campaigns from one platform.
The platform is designed to be an all-in-one prospecting + engagement stack with embedded AI helpers.
Features
AI-powered prospecting: Apollo's AI surfaces the right personas, companies, and buying signals instantly, allowing teams to focus on strategy rather than manual research.
AI-driven outbound engine that automates research, personalizes sequences, and optimizes outreach cadence for higher reply rates.
Lead scoring and prioritization: With real-time AI-generated scores, Apollo helps prioritize high-value leads, enabling teams to focus on prospects most likely to convert.
Pricing
Apollo’s pricing has a free forever plan that includes 100 email and mobile phone finder credits, basic filters and prospecting, and two sequences.
If you need more, you can upgrade to one of three paid plans:
❌ Occasional interface lags, particularly when managing large-scale data, which is why some people are looking for Apollo alternatives.
❌ Apollo’s platform can be difficult to learn and get used to in the beginning.
Reach out to in-market prospects with Warmly’s AI-driven sales intelligence
That wraps up our comprehensive list of the 10 best AI sales intelligence platforms in 2026 for enterprises looking to scale ABM and revenue operations.
Warmly stands out not only because it classifies and enriches 1st-, 2nd-, and 3rd-party signals in real time, but because its ML models and copilot instantly translate those signals into predictable outcomes and automated actions.
Think next-best-action playbooks, predictive lead/deal scoring, AI-assisted outreach, and live engagement triggers.
This means your reps can connect with buyers at the exact moment they’re researching solutions, armed with the recommended message, channel, and timing, rather than chasing cold opportunities later.
Here’s what else you’ll get by signing up for Warmly:
The ability to identify potential buyers by tracking their interactions with your website and getting insights into their interest level.
A wide range of accurate prospect contact details, directly from the Coldly database, helping you reachthe right people.
Simplify your meeting process with automatic meeting scheduling that removes the back-and-forth, ensuring a frictionless booking experience.
Automatically send leads to the right salesperson and notify them via Slack if a high-intent lead is active on your website.
A Bombora integration that helps you proactively reach out to your warm leads and track who’s researching terms relevant to your product and brand, and get in front of them before your competitors do.
Automate the search for high-potential prospects using AI technology, ensuring your sales team focuses on the right opportunities.
AI Email Marketing: How To Use It In 2026? - Want to improve open, reply, and click-through rates? AI can help you master the art of email marketing - find out how to leverage it for optimal results.
A good buyer intent software identifies and prioritizes accounts showing purchase intent and enables timely, personalized outreach to accelerate pipeline.
I’ll cover the 10 best buyer intent tools that can help you identify and prioritize accounts actively researching solutions.
TL;DR
Warmly offers the best buyer intent software with its real-time website visitor identification, enriched B2B intelligence, and automation capabilities that turn intent signals into instant outreach.
ABM-focused tools like 6sense and Demandbase are ideal for enterprise teams looking to combine large-scale intent data with predictive analytics and advertising.
On the other hand, tools like Visitor Queue and Salespanel can help smaller teams identify website visitors, qualify leads affordably, and personalize engagement without enterprise-level complexity.
Before we begin, I wanted to go over some of the factors to consider when you’re evaluating buyer intent solutions:
What are the factors to consider when buying buyer intent tools?
The main factors to consider when evaluating buyer intent software include how reliable the vendor’s data coverage is, how actionable the intent models and scoring are, and how seamlessly all of that will feed into your existing GTM workflows.
Let’s dive deeper into each one of them: ⬇️
#1: How complete and reliable is the vendor’s data coverage?
The first question that you need to ask yourself is whether the signals the vendor shows actually reflect the buyer activity you care about and cover the geographies, industries, and channels that matter to your ICP.
Look for depth (contact and company-level, page-level behavior) and freshness: stale data creates false positives and missed opportunities.
➡️ During demos, you can ask for examples or sample feeds so you can validate coverage against known accounts.
💡 If I were you, I’d also check channels covered: website behavior, third-party intent (topics/pages), CRM activity, and firmographics.
#2: How accurate and actionable are the intent models and scoring?
The second question you need to ask yourself is whether the vendor’s models distinguish real purchase intent from casual research or noise, and whether you can tune thresholds for your use cases.
High precision matters when your SDRs will act on signals: too many false positives waste time, too conservative and you miss buying moments.
➡️ Evaluate transparency (what signals feed the score) and the ability to customize scoring for product lines, deal size, or sales stages.
#3: How quickly and seamlessly will intent feed into your GTM workflows?
The next question you need to ask yourself if intent signals can be routed into the systems and processes your teams already use, so they become a real pipeline rather than noise.
➡️ You should also check for workflow features like deduplication, enrichment rules, and playbook automation so signals translate into prioritized activities.
#4: Are privacy, compliance, and vendor transparency sufficient for your risk profile?
The last question you need to ask yourself is whether the vendor collects and processes intent data in ways that meet GDPR, CCPA, and your internal privacy requirements and whether they prove it.
➡️ Intent vendors typically aggregate third-party cookies, IP-based signals, and publisher partnerships: you need clarity on consent, opt-outs, and data retention.
Especially if you work for an enterprise, you’d probably need to ask for a security summary, including SOC2/ISO certifications and incident response commitments.
What are the 10 best buyer intent tools on the market?
The best buyer intent solutions on the market include Warmly with its combination of real-time website visitor identification with enriched firmographic and behavioral data, as well as 6sense and Demandbase.
Here’s a comprehensive breakdown:
ToolUse CasePricingWarmlySignal-based revenue orchestration: website visitor ID, buyer intent, AI SDR, chat, and live engagement.AI Data Agent: from $10,000/yr; AI Inbound Agent: from $16,000/yr; AI Outbound Agent: from $22,000/yr6senseAI-powered ABM: identify surging accounts, predictive analytics, and audience segmentation.Free plan (50 credits); Paid tiers (Team, Growth, Enterprise): Custom pricing; Avg. contract ~$123,711/yrDemandbaseEnterprise ABM: intent-driven targeting, ads, and real-time website personalization.Platform + user fee; Custom pricing only.Factors AIMarketing attribution and funnel analytics: cross-channel intent signals, LinkedIn ad attribution.Free plan (200 companies); Basic: $549/mo; Growth: $1,299/mo; Enterprise: Custom pricing.Visitor QueueWebsite visitor identification & personalization: firmographics, lead notifications, CRM sync.From $31/mo (100 companies) up to $2,299/mo (40,000 companies).UnifyGTMMulti-source intent + AI agents: outbound sequencing, automated plays, visitor ID.Growth: $700/mo (annual); Pro: Custom; Enterprise: Custom; Credit-based system for additional data.SalespanelAffordable lead qualification: real-time visitor tracking, scoring, CRM sync.Customer Data Platform: from $99/mo; Account Reveal: from $99/mo; Custom plans available.DreamdataCustomer journey analytics & attribution: 360° GTM data, revenue performance tracking.Free plan (5 seats); Team: from $999/mo; Business: from $2,499/mo; Enterprise: Custom pricing.SalesloftAI-guided sales orchestration: lead prioritization, cadences, deal progression.Advanced & Premier plans; Custom pricing only.ZoomInfoEnterprise B2B prospecting: large contact database + AI intent insights.12-month contracts; Sales, Talent, and Marketing packages: Custom pricing only.
#1: Warmly
Warmly offers the best buyer intent platform on the market by combining real-time website visitor identification with enriched firmographic and behavioral data to reveal exactly who’s ready to buy and why.
Our software helps you identify your warmest leads and reach out to them immediately with our engagement features.
Disclosure: Even though Warmly is our sales intelligence software, I’ll aim to provide an unbiased perspective on why Warmly offers the best buyer intent platform on the market in 2026.
Every identified prospect is enriched with granular B2B data that helps your sales reps determine which of them fit your ICP profile and tailor their approach accordingly, including:
Contact details (company and personal names, email addresses, profiles, phone numbers, etc.).
Firmographics (location, industry, size, etc.).
Technographics (the technology and software a company primarily uses).
CRM data (past interactions with your reps, won and lost deals, former champions, etc.).
However, that’s not all.
Warmly also tracks intent data, translating it into actionable insights your sales team can leverage to detect leads most likely to convert right now.
Warmly detects several types of intent data, such as:
First-party intent: This includes intent signals that the leads left in your channels (website, app, etc.), such as website visits, the specific pages they visited, time spent on high-intent pages, recurring visits, etc.
Second-party signals: These come from monitoring for things like job change intent, new funding rounds, etc.
Third-party intent: This includes the intent signals your leads left across the web, such as web searches that include keywords relevant to your product, visits to competitors’ websites or interactions with their ads, etc.
But why is this so important?
With intent data, your SDRs can identify and prioritize your hottest leads from the start instead of wasting their efforts on cold or low-value leads.
As a result, you’ll experience more conversions and ROI before you know it.
Check out our product walkthrough to learn more about Warmly’s features in use:
Feature #2: Sales automation
Warmly offers a few sales automation features to help you put essential operations on autopilot and ensure that no high-value lead is missed again.
Firstly, the Orchestrator lets you streamline mail outreach by automatically adding high-intent leads to specific sequences.
Our software lets you set up all the essential parameters, enabling you to completely customize it to fit your needs, goals, and target market, including letting you:
Specify the trigger that sets the sequence in motion (e.g., a visitor goes to a high-intent page, such as pricing).
Define the criteria the visitor needs to meet to be targeted (e.g., company size, industry, job role).
Set up the frequency at which you want the workflows to run and the maximum number of people targeted in a single account.
Decide what action you want the Orchestrator to take (e.g., sending a contextual email, personalized DM, or connection request).
Then there’s the AI Chat that leverages the power of AI to engage high-intent leads on your website by:
Asking them qualifying questions.
Answering their queries.
Booking meetings.
Offering relevant collaterals, etc.
The AI that powers AI Chat is fully trainable, meaning you can tailor it to your specific brand tone of voice and other requirements.
Finally, Warmly’s automated alerts notify sales reps via Slack whenever a high-intent lead lands on your website or takes a high-intent action. This significantly shortens the time to lead, increasing your chances of getting more conversions.
Feature #3: Marketing Ops Agent
The best GTM strategy is meaningless if you don’t have the right target list of companies and people.
It’s an easy-to-use platform that automatically builds and maintains real-time, up-to-date lists of your best-fit accounts and contacts, so your GTM team can focus on strategy and creativity instead of spreadsheets.
Here's how it works:
The Marketing Ops Agent connects directly to your CRM, ad platforms, outbound tools, and intent sources to automate key targeting workflows:
AI-powered lead scoring and enrichment to create dynamic lists ranked by fit and buying intent.
Buying committee identification using insights from past closed-won deals.
Instant audience syncing with HubSpot, Marketo, LinkedIn, Meta, Outreach, and more. No more manual CSV uploads.
Automatic list updates as new intent signals or engagement changes occur.
Unified buying intent scores that stay synced across every sales and marketing channel.
Feature #4: A B2B Prospect Database: Coldly
Warmly’s Coldly, a database with 200M+ accounts and contacts, gives your sales team an excellent starting point for prospecting.
Coldly includes all the B2B data your sales reps need to make initial contact, including:
Validated emails.
Phone numbers.
Profiles.
Our database also provides 25+ B2B filters and customizable data filters that you can set up, enabling your sales team to build highly targeted prospect lists in a few seconds.
Coldly also has a browser extension that lets you scrape essential B2B contact data from any source on the web, including profiles, company websites, etc.
Your team will have both accurate contact data and the right tools to pick up buyer intent signals and set up workflows on top of them.
In addition to deep integrations with several lead intelligence platforms, Warmly provides a Warm Bundle—partner discounts for over 25 sales, marketing, and GTM tools.
This way, you can access many relevant tools and combine them with Warmly at a fraction of their usual price.
Pricing
Warmly’s pricing is modular and component-based and comes with a free plan that lets you identify up to 500 website visitors per month.
You can choose the components that best match the needs of your business, as components are priced by output and not just by a monthly fee.
There are 4 paid product plans that you can choose from:
AI Data Agent (Starts at $10,000/yr), which includes 10,000 credits, person-level web visitor de-anonymization (RB2B + Vector data), CRM integration, and access to our Coldly Contact Database.
AI Inbound Agent (Starts at $16,000/yr), which adds a native marketing outbound automation, domain warmup, and lead routing with custom CRM fields.
AI Outbound Agent (Starts at $22,000/yr), which adds automated signal-based outbound orchestration, AI chatbot & live video chat, email automation, automation, and email warmup.
Marketing Ops Agent (Starts at $25,000/yr), which adds AI-powered account scoring, AI enrichments and custom signals, buying committee identification, real-time buying intent signal tracking, and automatic updates across all enrichments, signals, account and lead lists.
➡️ Warmly’s pricing is ideal for larger SMB and MM companies with a growing or mature GTM motion with SDR, sales, and marketing functions.
Pros & Cons
✅ Identifies companies and individuals visiting your website.
✅ Enriches each identified lead with detailed B2B intelligence and reveals intent data.
✅ Versatile sales orchestration options.
✅ Live sales engagement capabilities.
✅ Reveals who your hottest leads are right now.
❌ Pricing is modular.
#2: 6sense
Best for: Identifying accounts on your website that your sales team can reach out to.
Similar to: ZoomInfo, Warmly.
6sense offers an AI-powered ABM platform that combines B2B data with intent signals to automate your ABM workflows.
The platform is a good buyer intent solution with its ability to identify surging accounts that are most likely to buy, so your reps can react in time.
Features
The tool tracks and gives you exposure to 65M+ companies, 600M+ buyer profiles, and 35K+ industries.
Detects buyer intent and connects it with the rest of the lead’s customer journey online so you can recognize leads most likely to convert based on their level of intent.
AI-powered predictive analytics: The software can predict prospects to prioritize in advance.
Dynamic audience building: The platform provides you with 80+ segmentation filters that let you define your ICP and identify the accounts that best fit it.
Pricing
6sense offers a free plan that provides access to 50 credits/month, Buyer Discovery features, access to contact and company data, alerts, and list management functionality with a Chrome extension.
To get more out of the platform, you’d need to be on one of their three paid tiers:
Team: Custom pricing, which gives you access to technographics, psychographics, access to Web, CRM, and SEP Apps, and the ability to add to CRM/SEP, and dashboards.
Growth: Custom pricing, which adds 6sense intent (keywords), 3rd party intent, corporate hierarchy, and the tool’s prioritization dashboards.
Enterprise: Custom pricing, which adds the platform’s predictive AI model, AI-recommended actions, and CRM & MAP activity.
Even though 6sense does not disclose its pricing on the website, I found 3rd-party data from Vendr that claims that the average 6sense contract value is $123,711 per year.
💡You can check out our 6sense pricing guide, which covers the tool’s pricing structure in more detail and aims to answer whether the tool is worth the cost.
Pros & Cons
✅ Advertising capabilities that help you build targeting and retargeting campaigns based on buyer intent data.
✅ The tool has a vast data base consisting of 65M+ companies, 600M+ buyer profiles, and 35K+ industries.
✅ Dynamic audience building with 80+ segmentation filters.
❌ 6sense doesn’t identify individual accounts.
❌ The platform can get expensive, which is why some sales teams have been looking for 6sense alternatives.
#3: Demandbase
Best for: Identifying and targeting the right prospects with the right message to support ABM campaigns.
Similar to: Warmly, 6sense.
Demandbase is a sales intelligence platform built for ABM teams, which has a wide range of features designed for sales, marketing, and even advertising departments.
It’s a viable buyer intent software for larger companies looking to retarget prospects at scale with relevant messages and provide leads with a personalised website experience.
Features
Account-based marketing orchestration: You can create customizable workflows aimed at specific accounts/audience segments.
Ad targeting options: You can display personalized ads to high-value accounts.
Real-time website personalization: Leverage buying intent and B2B data to provide each target account with a tailored web experience, including everything from messaging and images to offers and CTAs.
Agentbase: Agentbase is Demandbase’s system of connected AI agents for total GTM alignment. The AI agents work together and are powered by the same data, helping you deliver a better and faster pipeline.
Pricing
Demandbase does not include its pricing, so you’d have to contact their team to get a quote.
➡️ The only thing revealed on its website is that its pricing model includes a platform fee that covers all the essential services and a flat user fee that scales according to your needs.
Pros & Cons
✅ Targeted B2B advertising and retargeting.
✅ Full suite of ABM tools, including account insights, intent data, and personalized campaign orchestration.
✅ Sales insights that your team can use to prioritize accounts.
❌ The tool has a steep learning curve, according to G2 reviews.
❌ Described as expensive when compared to other options on the market.
#4: Factors AI
Best for: Detailed marketing attribution.
Similar to: Attribution.
Factors AI is an AI-powered marketing analytics platform that empowers businesses to enhance their sales pipelines by capturing and analyzing cross-channel intent signals.
It’s a good buyer intent solution if you are looking to identify website visitors and track their engagement with your marketing efforts.
Features
Multi-touch attribution, including LinkedIn ad campaign attribution and retargeting, content attribution, and even offline event analytics, provides users with a complete picture of their marketing campaigns’ performance and directs them toward warm leads.
Funnel analysis that maps out the entire customer journey and lets you track how leads progress through the pipeline, identify touchpoints, and detect bottlenecks.
The platform also provides tools for segmenting, scoring, and analyzing high-intent accounts.
LinkedIn Adpilot: Factors AI helps sales teams improve targeting and messaging with refined audiences, intent-based campaigns, automated optimizations, and measuring ROI.
Pricing
Factors AI has a free forever plan that lets you identify up to 200 companies visiting your website per month.
It also provides customer journey timelines, starter GTM dashboards, up to 5 segments and 20 custom reports.
If you need access to more versatile features, there are three paid plans to choose from:
Basic: $549/mo, which includes 5 seats, 3000 identified companies, advanced GTM dashboards, advanced website analytics, custom metrics and KPIs, and more.
Growth: $1,299/mo, includes up to 10 seats, 8000 identified companies, attribution, ABM analytics, account scoring, etc.
Enterprise: Custom pricing, up to 25 seats, custom number of identified companies, multi-touch attribution (campaigns, content, offline events & more), up to 15 alerts on Slack / MS Teams, etc.
Pros & Cons
✅ Automatic lead scoring and qualification.
✅ Good integrations when compared to alternatives.
✅ Intuitive interface, according to customers of the tool.
❌ Issues with capturing and accurately identifying website leads, which is why some people have been looking for Factors AI alternatives.
❌ Multi-touch attribution is available only on its top pricing tier.
#5: Visitor Queue
Best for: Identifying website visitors and personalizing your website to them in real-time.
Similar to: Lusha, Warmly.
Visitor Queue is a good buyer intent software as it reveals which companies are visiting your website, tracks their on-site behavior, and provides firmographic details so sales teams can spot buying interest early.
The platform also offers lead notifications and CRM integrations, making it easier to act quickly on warm accounts.
Features
Customizable filters that you can use to create lead segments or exclude website visitors who don’t match your ICP from showing up in your dashboard.
Automatically assign prospects who fall into a specific category to the sales rep in charge of managing them.
Send emails to warm leads directly from the platform.
Personalize your website to your prospects: Visitor Queue helps you customize your website on an individual basis for your prospects that fall within your ICP, personalizing their view of your website.
Pricing
Visitor Queue offers as many as 11 pricing plans based on the number of unique companies captured per month:
▶️ 100 companies - $31/mo for unlimited users and websites (only available as an annual contract).
▶️ 300 companies - $89/mo.
▶️ 500 companies - $109/mo.
▶️ 1,000 companies - $189/mo.
▶️ 2,000 companies - $299/mo.
▶️ 5,000 companies - $469/mo.
▶️ 10,000 companies - $749/mo.
▶️ 15,000 companies - $989/mo.
▶️ 20,000 companies - $1,249/mo.
▶️ 30,000 companies - $1,799/mo.
▶️ 40,000 companies - $2,299/mo.
Pros & Cons
✅ Unlimited users and websites on each plan.
✅ Lets you deliver personalized content for leads on your website.
✅ Generally more affordable than other alternatives on the market.
❌ Limited visitor data with only basic contact details.
❌ There are integration issues, according to G2 reviews.
#6: UnifyGTM
Best for: Accessing multiple intent data sources and combining them with AI agents.
Similar to: Warmly, ZoomInfo.
UnifyGTM is a visitor identification platform that helps sales reps drive pipeline by giving them access to multiple intent data sources, AI, and automations.
The platform is a good buyer intent tool for brands looking for an all-in-one solution for warm outbound.
Features
Get access to 10+ data sources to identify when prospects are ready to buy from you, featuring 1st and 3rd party signals.
Automated Plays that help you craft custom prospecting, enrichment, AI research, and sequencing workflows that run on autopilot for your sales team.
Multi-touch Sequences that let you reach buyers where they are by sending them personalized messages directly through UnifyGTM with managed deliverability.
AI Agents: Leverage UnifyGTM’s AI Agent to scale account research and personalized messaging on your website. The platform uses artificial intelligence to scrape websites, Google and CRM data to engage with your prospects.
Pricing
UnifyGTM has a tiered subscription pricing as well as a credit-based system for using the platform’s features to reveal companies, phone numbers, and email addresses:
Growth: $700/month when billed annually, which gives you access to 30,000 credits, 2 Active Plays, 3 platform users, 1 email-sending user, and 5 Unify managed inboxes.
Pro: Custom pricing, which gives you access to 100,000 credits, unlimited Plays, 5 platform users, 2 email-sending users, and a white glove onboarding experience.
Enterprise: Custom pricing, which gives you access to 200,000 credits, 10 platform users, 5 email-sending users, and SSO.
You can purchase credits separately if you run out of credits in your existing paid plan.
UnifyGTM’s credit-based system charges you:
0.1 credit for each revealed company per month.
2 credits for each B2B email you reveal per month.
4 credits for each mobile phone number you reveal per month.
1 credit per B2B champion tracked per month.
5 credits per new hire per month.
➡️ Check out our comprehensive UnifyGTM pricing guide to figure out if the tool is the right option for you.
Pros & Cons
✅ You’ll get access to intent signals from 10+ sources, covering first-party and third-party data.
✅ Automated Plays and Sequences.
✅ AI Agents that engage with your readers in real-time.
❌ Limited visitor identification features, which is why some brands have been looking for UnifyGTM alternatives.
❌ The pricing model does not fit the budgets of smaller companies and start-ups.
#7: Salespanel
Best for: Teams looking for an affordable, data-driven way to qualify leads and personalize engagement without enterprise-level complexity.
Similar to: Warmly.
Salespanel is a good buyer intent software as it tracks website visitors in real-time, identifies companies and leads, and scores them based on behavioral data to surface accounts most likely to buy.
The platform integrates this intent data with CRM and marketing automation tools, helping teams align outreach with actual buyer activity.
Features
Real-time lead scoring and qualification: Leverage first-party intent data and your ICP attributes to score every lead identified on your website.
Comprehensive buyer intent data: You can collect and use first-party buyer intent data with minimal configuration.
Detailed analytics dashboards: Your team would be able to visualize lead generation metrics to detect bottlenecks, improve attribution, and understand what yields the best results.
Deep tracking: Salespanel lets you track website visitors by assigning each a unique ID (not cookies), providing enhanced customer journey tracking and cross-domain tracking.
Pricing
Salespanel offers three plans, two of which have the same starting price:
Salespanel Customer Data Platform: Starting at $99/mo, includes up to 10,000 monthly visitors with up to 10% deanonymized traffic. You’ll be charged $10/mo for every additional 1,000 visitors.
Salespanel Account Reveal: Starting at $99/mo, includes up to 2,000 monthly visitors with up to 60% deanonymized traffic. You’ll be charged $40/mo for every additional 1,000 visitors.
Custom Pricing: Custom traffic volume with up to 60% deanonymized traffic. Includes everything in Account Reveal plus advanced customization options.
➡️ The difference between the first two tiers lies in the number of website visitors you can identify and in essential features like Deep Tracking and real-time lead scoring, which are available only on the Account Reveal plan.
Pros & Cons
✅ Comprehensive analytics tools.
✅ Easy setup and user-friendly interface.
✅ Deep tracking functionality that prepares you for a cookie-less world.
❌ The costs can easily add up, given the caps and limitations in the essential packages.
❌ Annual billing only with no free plan.
#8: Dreamdata
Best for: Automatically collecting, modelling, and activating B2B GTM data so you can get a 360 view of every customer journey.
Similar to: Salesloft.
Dreamdata is a platform that automatically collects, models, and activates B2B go-to-market data.
The platform offers a comprehensive suite of tools for enterprises looking for a tool to analyze customer journeys, measure performance, and optimize campaigns.
Features
Customer journey visualization: You’ll be able to access interactive customer journey timelines to reveal every detail behind every account.
Performance attribution: Analyze the revenue-generating performance of every channel, campaign, and content with data-driven attribution.
Buying signal identification: Use high-intent signals from various sources to prioritize Sales outreach and ABM towards sales-ready accounts.
Single source of truth for marketing ops: Marketing Ops teams can benefit from Dreamdata’s single source of truth that doesn't require manual maintenance, with single-click integrations.
Pricing
Dreamdata offers a free plan for up to 5 seats that lets you get unlimited prospect reveal, B2B web analytics, and the ability to connect your CRM.
Team: From $999/month (billed annually), includes 2 years of user activity history, up to 10 seats, 30,000 monthly tracked users (MTUs), and 5 active syncs.
Business: From $2,499/month (billed annually), includes 3 years of user activity history, unlimited seats, 60,000 MTUs, and 10 active syncs.
Enterprise: Custom price. Includes 3 years of user activity history, unlimited seats, custom MTUs, and custom active syncs.
Pros & Cons
✅ Provides invaluable insights into the customer journey.
✅ Good integrations between channels, attribution, and CRM.
✅ Excellent at tying marketing efforts to actual revenue, according to G2 reviews.
❌ Audience syncing can be expensive, especially with detailed targeting.
❌ Onboarding assistance could be better, according to reviews.
#9: Salesloft
Best for: AI-guided sales execution and pipeline acceleration across the entire revenue cycle.
Similar to: ZoomInfo.
Salesloft is a revenue orchestration platform that turns buyer signals into clear next steps.
With AI-driven lead prioritization, automated cadences, and real-time conversation insights, the platform helps reps stay focused, act faster, and close more deals without the guesswork.
Features
AI sales agents that can handle activities such as account research, buyer identification, and deal summarization, allowing sales teams to focus on high-impact actions.
Conductor AI for guided selling that evaluates seller activity, buyer engagement, and opportunity data to guide sellers on the most effective next steps, enhancing productivity and deal progression.
You cancreate automated, multi-step sequences for engaging prospects through various channels, ensuring timely and consistent communication.
Pricing
Salesloft has two pricing plans:
Advanced: Provides access to all Salesloft features except forecasting and revenue management.
Premier: Everything in Advanced, plus forecasting and revenue management.
However, Salesloft doesn’t publish prices for either plan, meaning you’ll have to contact its team for a quote.
There’s no free trial, but you can book a demo to see it in action.
Pros & Cons
✅ User-friendly interface.
✅ Integrates smoothly with major CRM systems like Salesforce, enabling efficient data sync and workflow management.
✅ Detailed analytics when compared to alternatives.
❌ The email templates it provides have limited customization options, making it difficult to tailor them to specific prospecting needs.
❌ Some customers have reported occasional glitches or issues with integrations.
#10: ZoomInfo
Best for: Enterprise-grade B2B prospecting powered by AI-driven insights and one of the largest U.S.-focused contact databases.
Similar to: 6sense.
ZoomInfo is a strong buyer intent software as it aggregates 1st-, 2nd-, and 3rd-party intent signals from across the web, pairing them with its B2B contact database.
Its real-time alerts and advanced filters help sales teams prioritize outreach to prospects most likely to convert.
Features
Copilot: ZoomInfo’s AI-driven assistant that analyzes CRM data and ZoomInfo’s extensive database to detect opportunities, personalize emails, suggest actions, and provide detailed profiles.
Advanced filtering: Your team can filter prospects based on various criteria, such as industry, company size, location, and job role.
Intent data: ZoomInfo tracks online behavior to identify companies showing interest in specific products or services, helping you prioritize outreach to prospects who are actively researching solutions similar to yours.
Pricing
ZoomInfo has three plans for Sales, Talent, and Marketing teams, all of which have custom pricing and lock you into 12-month contracts.
These custom packages differ primarily in the app integrations and features they include, as each is geared toward distinct user types.
Since ZoomInfo doesn’t disclose actual prices, you’ll have to contact ZoomInfo’s team for a custom quote or check our in-depth ZoomInfo pricing guide.
Pros & Cons
✅ Extensive and up-to-date B2B contact database, particularly strong in the U.S. market.
✅ Intuitive interface, despite having numerous features.
✅ Prioritize outreach to prospects who are actively researching solutions similar to yours.
❌ Data accuracy may vary for regions outside the U.S, which is why some brands have been looking for ZoomInfo alternatives.
❌ The platform can get really expensive for the full solution.
Reach out to in-market prospects with Warmly’s signal-based buyer intent and automation capabilities
That wraps up our comprehensive list of the 10 best buyer intent software platforms in 2026 for enterprises looking to scale ABM and revenue operations.
Warmly stands out not only because it classifies and enriches 1st-, 2nd-, and 3rd-party signals in real time, but also because it instantly turns those insights into action with automated outreach triggers, AI chat, and live engagement.
This means your reps can connect with buyers at the exact moment they’re researching solutions and not after the opportunity has gone cold.
If your team is serious about capturing demand the moment it surfaces, Warmly is one of the most intent-driven platforms available today.
Here’s what else you’ll get by signing up for Warmly:
The ability to identify potential buyers by tracking their interactions with your website and getting insights into their interest level.
A wide range of accurate prospect contact details, directly from the Coldly database, helping you reachthe right people.
Simplify your meeting process with automatic meeting scheduling that removes the back-and-forth, ensuring a frictionless booking experience.
Automatically send leads to the right salesperson and notify them via Slack if a high-intent lead is active on your website.
A Bombora integration that helps you proactively reach out to your warm leads and track who’s researching terms relevant to your product and brand, and get in front of them before your competitors do.
Automate the search for high-potential prospects using AI technology, ensuring your sales team focuses on the right opportunities.
AI Email Marketing: How To Use It In 2026? - Want to improve open, reply, and click-through rates? AI can help you master the art of email marketing - find out how to leverage it for optimal results.
8 Sales Plays For GTM That Work In 2026 [Expert-Sourced]
Time to read
Chris Miller
Modern sales teams can’t afford to rely on the same tired tactics.
Buyers are sharper, cycles are shorter, and every interaction needs to count.
And that’s exactly where sales plays come in - repeatable, field‑tested motions that help your team win more deals faster.
Namely, the best GTM leaders aren’t just winging it. They’re running proven plays for everything from sparking first conversations to re‑engaging deals that went cold.
And the smartest teams are updating those plays to match how buyers actually behave today, blending AI, social selling, and multi‑channel outreach into focused, measurable actions.
In this guide, I’m breaking down the [Number] best sales plays that are working right now for teams of all shapes and sizes.
Whether you’re leading a team, closing deals yourself, or building your first playbook, you’ll walk away with fresh, actionable ideas you can plug straight into your GTM motion.
Let’s dive in.
Top 8 sales plays that you can try in 2026
Now that we’ve set the stage, let’s get practical.
Below are eight sales plays that are delivering results for modern GTM teams this year.
We’ll start with Warmly’s own proven plays - built to help you engage high‑intent buyers in real time - and then dive into a few additional strategies leading sales teams are running to win more deals.
Pick the ones that fit your motion, test them, and make them your own - as easy as that.
1. Detect high-intent leads and reach out on autopilot
This play automates outreach to website visitors who are actively showing intent to buy, like checking out your pricing page, researching your product, or returning after a previous evaluation.
What it does & why it’s useful:
Instead of wasting time on every random visitor, this play zeroes in on the ones most likely to convert.
Warmly’s Orchestrator monitors specific high‑intent signals, then instantly launches tailored outreach sequences across LinkedIn and email without reps having to lift a finger.
Who should use it & when:
B2B teams with healthy inbound traffic or ABM lists should run this play continuously.
It’s ideal when you want to make sure you’ll never miss accounts that fit your ICP and are actively researching solutions.
How to run this play (step-by-step)
Step 1: Define your ICP & segments
Decide which companies or personas you want to target.
Build these segments inside Warmly so the Orchestrator knows exactly who to watch for.
Step 2: Create a new orchestration
In Warmly, go to “New Orchestration” and choose the signal “Identified Company Visited Website.”
Apply filters to narrow the audience - e.g., only companies that match your ICP.
Step 3: Layer on high‑intent signals
Add conditions that show buying intent, such as:
Viewed your pricing page.
Researched competitors.
Engaged with your LinkedIn content.
Returned after initial evaluation.
Step 4: Build your outreach sequence
Set up automated actions, for example:
Send a personalized email.
Fire off a LinkedIn connection request.
Follow up with a second email or DM after X days.
Step 5: Let Orchestrator do the work
Once activated, Warmly continuously monitors signals and launches your multi‑channel outreach.
Your reps only step in when prospects engage, saving hours while boosting reply rates.
Step 6: Track & refine
Review reply rates and meeting conversions, then tweak messaging or signals over time for even better performance.
Result: Outreach runs 24/7, hyper-focused on buyers who are already leaning in, delivering a steady flow of high-quality leads directly to your CRM while freeing reps to nurture and close.
Real‑world example: Stage
Stage, a modern pricing stack for SaaS companies, was getting strong website traffic from high‑quality prospects but had no way to identify or act on them.
By using Warmly’s intent signal monitoring, its team instantly spotted ICP accounts visiting key pages like pricing and product flows.
Within the first 24 hours, they launched automated targeted outreach to those high‑intent visitors and booked qualified meetings, kickstarting deals that are still in motion today.
Warmly’s dashboards and automated sequences turned anonymous traffic into an actionable pipeline, proving how powerful intent‑driven outreach can be.
2. Engage high-intent LinkedIn visitors
This play captures and converts visitors who arrive on your site through LinkedIn, whether from your profile, posts, or comment links, by engaging them instantly with AI‑powered, personalized chat.
What it does & why it’s useful:
LinkedIn is one of the most effective channels for reaching B2B buyers, but without tracking and proactive engagement, valuable traffic slips away.
By tagging LinkedIn traffic with UTMs and building dedicated chat flows, you know exactly where visitors came from and can start relevant conversations that move them down the funnel, without relying on forms.
Who should use it & when:
Any team running LinkedIn awareness, engagement, or social selling campaigns.
Use this play continuously to maximize the ROI of profile links, comments, and posts, driving traffic to your site.
How to run this play (step-by-step)
Step 1: Add tracking to your LinkedIn links
Attach a Warmly tracking tag to every website link in your LinkedIn profile, posts, and comments.
This lets you see exactly which visitors arrived through LinkedIn.
Step 2: Build audience segments
Create two segments in Warmly:
Visitors clicking the website link in your LinkedIn profile.
Visitors click a specific post or comment link.
Step 3: Create a LinkedIn‑specific chat flow
In Warmly’s chat builder, design a new AI‑powered flow for these LinkedIn segments.
Train the chat with your own sales enablement materials (the same ones you use to train SDRs) so it can answer questions contextually.
Have the chat reference the exact LinkedIn post or profile they came from to make it feel personal and relevant.
Step 4: Engage visitors in real time
The chat greets them, answers questions, and guides them toward actions, like exploring pricing or booking a demo, without requiring forms.
Step 5: Layer in orchestrated outreach
For visitors showing high‑intent actions (e.g., viewing your pricing page or spending significant time browsing), Warmly can automatically add them to tailored multi‑channel outreach sequences via Orchestrator (LinkedIn and/or email).
Try it here 👇
Step 6: Monitor and refine
Track which posts or profile links drive the most engaged traffic.
Adjust your LinkedIn content and chat flow messaging to continuously improve conversion.
Result: You’ll capture more of the LinkedIn traffic you’ve already worked hard to attract, engaging them instantly, accelerating their journey, and looping in your reps only when the timing is right.
Pro tip: Take it a step further with social signal monitoring
You don’t even have to wait for LinkedIn visitors to hit your website.
Warmly recently introduced a Social Signals feature, which allows you to track high‑intent buyers directly from their LinkedIn activity, such as:
Seeing who’s posting about your space.
Commenting on competitor content.
Mentioning your brand, etc.
From there, you can instantly build lead lists, trigger orchestrated outreach, and engage in conversations that are already happening.
It’s social listening built for sales, and it turns LinkedIn engagement into pipeline before visitors ever land on your site.
Real‑world example: StraightIn
LinkedIn marketing agency StraightIn used Warmly to turn anonymous website traffic from LinkedIn campaigns into qualified leads.
By segmenting high‑intent visitors, syncing data into LinkedIn Ads, and automating LinkedIn message outreach, they skipped costly top‑of‑funnel spend and went straight to engaged buyers.
Within just two weeks, this strategy closed two deals worth $10K while cutting LinkedIn ad costs and boosting email response rates, all driven by Warmly’s data and AI‑powered orchestration.
3. High-converting live website chat
This play helps you build an AI‑powered inbound chat workflow that greets visitors in real-time, guides them with relevant messaging, and books meetings automatically.
It’s like having a 24/7 AI SDR monitoring for high-intent website visitors.
What it does & why it’s useful:
Outbound outreach alone won’t get you meetings if on‑site visitors aren’t engaged.
Warmly’s AI chat reacts to signals like time on page, return visits, or traffic source, delivering contextual conversations that feel human and on‑brand.
Instead of generic bots, you get a smart, branded assistant that pushes visitors toward demos, meetings, or live reps.
Who should use it & when:
Perfect for teams with healthy inbound traffic or paid campaigns driving to the website.
Use it across high‑intent pages (pricing, product, solutions) or for traffic from specific campaigns (e.g., LinkedIn, email).
How to run this play (step-by-step)
Step 1: Choose your pages & triggers
In Warmly’s Smart Chat Builder, select which pages you want the sales chatbot to appear on (e.g., pricing, features, case studies, etc).
You can also define triggers, such as:
Staying on a page longer than a set time.
Returning visitors.
Arrivals from a specific campaign (e.g., LinkedIn ad, email link)
Step 2: Build your chat flow
Design the conversation:
Start with a simple, friendly greeting (include personalization prompts so Warmly uses the visitor’s name if identified)
Add buttons to guide visitors (e.g., “See pricing,” “Book a demo,” “Talk to sales”).
Offer resources, FAQs, or booking links throughout the flow.
Step 3: Train your AI chat
Feed the bot with your existing sales enablement materials - the same resources you use to train your SDRs - so the chat stays on‑brand and answers questions like a real rep.
Step 4: Connect reps in real time
Enable push notifications to your team’s Slack channels so reps can instantly jump into high‑value conversations when needed.
Step 5: Launch & refine
Deploy the chat, monitor responses, and tweak messaging or button paths based on engagement and conversion metrics.
Result: Warmly deanonymizes visitors, reacts to intent signals, and engages them with personalized AI messaging, turning passive site visits into booked meetings and active conversations.
Psssst… If you’re a more advanced user, looking to fully customize and personalize Warmly’s AI Chat, check out this playbook, too.
Real‑world example: Kandji
Within minutes of deploying Warmly’s AI‑powered chat on their website, Kandji’s team booked two qualified meetings in just 8 minutes.
The chat initiated personalized messages based on company identity and intent signals.
As soon as prospects responded, sales reps received instant Slack alerts and jumped into live chat sessions, seamlessly handing off from AI to a human.
This swift AI‑human orchestration turned passive website visits into pipeline momentum without manual hunting.
It’s a strong proof point for how intelligent chat can drive real revenue.
4. Reactivate closed lost deals
This play uses Warmly’s AI chat and orchestration to re‑engage accounts marked as Closed Lost in your CRM, turning previously lost opportunities into a live pipeline.
What it does & why it’s useful:
A “no” from last quarter doesn’t always mean “no” forever.
Markets shift, budgets reopen, and needs change.
Warmly monitors your site for returning visitors from Closed Lost deals, instantly alerts reps, and launches personalized chat flows that give you another shot at the deal without starting from scratch.
Who should use it & when:
Ideal for sales teams with a significant Closed Lost database (HubSpot or Salesforce connected).
Run this continuously to catch returning accounts as soon as they revisit high‑intent pages.
How to run this play (step-by-step)
Step 1: Connect your CRM
Integrate Warmly with your CRM (HubSpot or Salesforce) so it can identify website visitors who match Closed Lost records.
Step 2: Build your segments
In Warmly, create a segment for Closed Lost deals.
For example, deals lost more than 30 days ago, filtered by ICP criteria or deal size.
Step 3: Set up routing rules
Assign the right AE or SDR to each segment so that when a returning prospect appears, that rep gets an instant Slack notification.
Step 4: Build a CL‑specific chat flow
In the Smart Chat Builder, design a flow tailored to this audience:
Greet them with a Welcome back message.
Offer relevant resources or updated offers.
Provide quick paths to book a meeting or talk live with a rep.
Step 5: Layer on Orchestrator outreach
Optionally, add these visitors into Orchestrator sequences for multi‑channel follow‑up - LinkedIn or email - ensuring no returning opportunity slips through.
Step 6: Engage in real-time
If a returning account shows strong intent (e.g., pricing page visit, long session time), use live video chat to loop in the assigned rep within minutes.
Result: By combining CRM data, intent signals, and AI chat, you can turn yesterday’s lost deals into today’s warm pipeline, reactivating deals faster and more efficiently.
Real‑world example: Connectteam
Connectteam used Warmly x 11x AI SDR to monitor and re‑engage Closed Lost accounts directly from their website activity.
When previous deals resurfaced and showed new buying signals, Warmly automatically reached out with contextual website messaging, with no manual rep effort required.
This approach not only reactivated opportunities but also helped their team drive $30K in extra revenue per SDR while cutting down on wasted follow‑ups and no‑shows.
5. Live face‑to‑face lead engagement
This play empowers your team to jump into live conversations with high‑intent website visitors first through AI‑assisted chat, then instantly switch to a live text or video call when the moment is hot.
What it does & why it’s useful:
Speed wins deals.
Instead of waiting for form fills or email replies, your reps can step directly into ongoing chat sessions with engaged visitors, answer questions in real time, and even launch a face‑to‑face video call straight from Warmly’s dashboard.
It creates a human connection that competitors can’t match, and accelerates the path to booked demos and closed deals.
Who should use it & when:
Perfect for sales teams handling high‑intent inbound traffic or running time‑sensitive campaigns.
Use it on high‑value pages like pricing or demo requests, or when you’re pushing a live promo or launch.
How to run this play (step-by-step)
Step 1: Monitor live sessions
Warmly lets you see exactly who is on your site and which pages they’re engaging with in real-time.
Step 2: Set up notifications
Configure Slack or email alerts to instantly notify the assigned rep when an ICP‑matching lead engages with your chatbot.
Step 3: Jump into live chat
Reps can take over from the AI chatbot at any moment, continuing the conversation directly in real-time to answer questions and guide next steps.
Step 4: Switch to video when needed
If the conversation heats up - say, the lead is ready to evaluate pricing or discuss use cases - launch a live video call from inside Warmly’s chat dashboard for a face‑to‑face experience.
This eliminates waiting time and endless back and forth, as you can jump into a meeting straight away, exactly when the lead’s interest is at its peak.
Result: You meet your best leads at the exact right moment, turning anonymous browsing into meaningful conversations and speeding up conversions - clients have booked on Thursday and closed by Monday using this approach.
You can check out Warmly’s Warm Call feature firsthand:
Real‑world example: Pump
Pump integrated Warmly’s live video chat to monitor website sessions and engage high‑intent visitors in real time.
A visitor from a previously outreached account landed on their site, and a Pump rep initiated a warm call via Warmly.
As a result, the rep sealed a $20K deal within the first week of Warmly deployment.
The key? Instant alerts in Slack, a swift jump into chat, and a seamless transition to face‑to‑face video, turning passive browsing into high‑impact conversations.
6. Add an extra layer of personalization with custom outreach videos
This play, powered by Warmly x Sendspark integration, lets you deliver personalized video emails to every identified lead, giving your outreach the human touch that generic cold emails lack.
What it does & why it’s useful:
Static text emails often get ignored because they feel impersonal.
With this play, every Warmly‑identified prospect receives a unique video greeting that mentions their name and company, delivered exactly when they’re most engaged.
The result? A message that feels tailored, sparks curiosity, and drives higher click and reply rates.
Who should use it & when:
Ideal for teams running high‑value outbound or ABM campaigns who want to stand out in crowded inboxes.
Use it after key intent signals (e.g., pricing page visits) or as a follow‑up to chat engagement.
How to run this play (step-by-step)
Step 1: Create your video template in SendSpark
Record a base video and add personalization placeholders (e.g., “Hi, {{lead_name}}”) so SendSpark’s AI will swap in each viewer’s details.
Step 2: Integrate Warmly with SendSpark
Connect via webhooks so that every lead Warmly deanonymizes is automatically sent to SendSpark.
Step 3: Build your Orchestrator sequence
In Warmly’s Orchestrator, design an email sequence that includes your SendSpark video as the centrepiece of the first or second touch.
Step 4: Trigger video sends based on signals
Decide when the video should go out, like after a visitor engages with your site or chat.
Warmly will feed the lead’s info to SendSpark for instant personalization.
Step 5: Monitor & refine
Track click and reply rates in Warmly’s dashboards and adjust your script, CTAs, or placement in the sequence for maximum impact.
Result: Warmly clients see 3× higher click rates and 30% more replies with this play, turning cold emails into warm, human interactions that build trust and accelerate deals.
Real‑world example: Zluri
An SDR at Zluri integrated SendSpark to deliver AI‑personalized video messages as part of their email outreach.
The results were impressive:
40% higher response rate.
50% more engagement.
30% boost in conversions.
This proves that customized video outreach, like the one enabled by Warmly’s SendSpark integration, can significantly outperform standard text emails and build authentic connections with prospects.
7. Product-led playbook
This is a four-stage, user-focused GTM motion that leverages product usage signals to guide personalized sales and success engagement across the customer lifecycle.
It’s about building trust through value, not pushing via pitch.
What it does & why it’s useful:
Instead of opening every door with cold outreach, this motion relies on how users interact with your product, whether freemium, trial, or paid, and determines the next best action:
Assist.
Convert.
Expand.
Defend.
This lowers acquisition cost, accelerates deals, and keeps accounts healthy through renewals and upsells.
Who should use it & when:
Ideal for SaaS companies with freemium or trial models, data-powered product analytics, and a high-touch sales or success team.
How to run this play (stage-by-stage)
Stage 1: Assist (Onboard → Aha!)
Target: New trial/freemium users within the first 7-30 days.
Action: Sales-assist or specialist team offers coaching, in-app tips, or live help to help users reach their “aha” moment.
Goal: Activate users quickly, getting them to that first key milestone that demonstrates value.
Stage 2: Convert (Freemium → Paid)
Target: Users with repeat usage patterns or feature adoption.
Action: Prompted outreach highlighting premium features or ROI. Sales reps share usage data and offer personalized walkthroughs.
Goal: Convert engaged users into paying customers using real usage as social proof.
Stage 3: Expand (Cross-Sell / Upsell)
Target: Existing customers showing adoption growth or unmet needs.
Action: Monitor product usage for indicators of potential expansion (e.g., new teams onboarded, feature usage spikes). Offer tailored pitches for add-ons, seats, or modules.
Goal: Increase account value through timely and contextual offers.
Stage 4: Defend (Prevent Churn)
Target: At-risk or renewal-stage customers.
Action: Use product and behavior signals to trigger Customer Success Manager outreach (e.g., reviews, new use-case proposals, training refreshers, etc.).
Goal: Secure renewals and reduce churn by proactively addressing issues.
Result: A synchronized product-led system where your product attracts attention, your team adds value only when signal-triggered, and customer journeys flow naturally from first-time use to long-term partnership, driving scalable, sustainable growth.
Real‑world example: Paperspace
Paperspace, a GPU-powered sandbox for developers, shifted into a product-led sales model using Pocus.
By combining product usage data with tailored playbooks, they turned 65% of their ARR into product-qualified conversions.
Using assist-to-convert pipelines, they delivered guided onboarding and usage-based outreach, driving predictable, scalable revenue from self-serve users.
8. Account‑based selling
This play zeroes in on a small set of high‑value target accounts and builds multi‑threaded engagement plans for each.
Instead of broad messaging, you hyper‑segment by persona, buying committee, and opportunity type, treating each account like its own market.
What it does & why it’s useful:
Spray‑and‑pray outreach wastes time on low‑value leads.
Account‑based selling (ABS) flips the script: you align marketing and sales to focus only on accounts with the highest potential, tailoring messaging and outreach to resonate with each stakeholder.
This creates stronger connections, shortens deal cycles, and increases win rates, especially for complex B2B sales.
Who should use it & when:
Best for teams selling into mid‑market or enterprise accounts with multiple decision‑makers.
Run this continuously alongside broader demand‑gen efforts, or use it when entering new verticals or going after top‑tier logos.
How to run this play (step by step)
Step 1: Build your target account list
Work with marketing, sales, and leadership to identify your ICP and prioritize high‑value accounts by revenue potential, tech stack, or engagement signals.
Step 2: Segment buying committees
Within each account, map out decision‑makers, influencers, and champions.
Group them by role (e.g., CFO, IT lead, end users) to create hyper‑specific messaging.
Step 3: Personalize messaging and assets
Develop account‑specific cadences, outreach sequences, and content:
Custom emails or videos mentioning company initiatives.
LinkedIn ads targeting that company’s employees.
Sales decks tailored to their industry or pain points.
Step 4: Orchestrate outreach across channels
Coordinate touches via email, LinkedIn, direct mail, and even live events.
You can use Warmly’s Orchestrator to monitor signals, like visits from that account, and trigger timely follow‑ups.
Step 5: Measure engagement and refine
Track responses, meeting rates, and pipeline generated per account.
Double down on plays that drive deeper engagement and adjust messaging for others.
Result: Instead of chasing hundreds of cold leads, your team builds real momentum with the right accounts, leading to higher win rates, larger deal sizes, and tighter sales‑marketing alignment.
Real‑world example: Mechanix Wear
Mechanix Wear, a B2B supplier of protective gear, partnered with an ABM-focused agency to target a select set of high-value accounts in contract-heavy industries.
Using precise segmentation, personalized content, direct mail, LinkedIn outreach, and sales coordination, they:
Generated $2.6M in pipeline.
Booked 75 qualified meetings in just 9 months.
This case proves that hyper-segmentation, i.e., using multi-channel, persona-driven engagement for target accounts, can deliver explosive pipeline growth with unmatched efficiency.
FAQs
#1: What are sales plays?
Sales plays are repeatable, structured actions that sales teams use in specific scenarios, like re‑engaging a closed‑lost deal, handling inbound demo requests, or targeting key accounts.
Each play outlines the exact steps, messaging, and channels reps should use to guide prospects through a defined part of the buying journey.
They’re often packaged inside a broader sales playbook to ensure consistent, scalable execution across teams.
#2: What are the benefits of running multiple sales plays?
Running multiple plays allows teams to adapt their approach to different buyer signals, stages, and personas rather than relying on a one‑size‑fits‑all process.
This creates more relevant outreach, higher conversion rates, and better visibility into which tactics drive pipeline.
It also creates clarity for reps and simplifies coaching by providing clear, repeatable frameworks for different sales scenarios.
#3: What are the different types of sales plays?
Sales plays generally fall into three categories:
Evergreen plays - Always-on, signal-driven motions that keep the pipeline flowing. For example, an automated outreach sequence is triggered when someone visits your pricing page.
Focused plays - Time-bound campaigns tied to events or launches. For example, you can have a play for following up with webinar attendees during a two-week promotional window.
Test/experimental plays - Pilot strategies used to explore new markets or tactics. For example, a one-off play where reps test outreach to a new vertical, measuring responses before rolling it out broadly.
Next steps: Turn these plays into a real pipeline
You’ve now got a toolkit of proven sales plays, each one built to match how modern buyers actually move and make decisions.
The next step is simple: pick one or two plays that fit your motion, set them up in your stack, and start testing.
The teams winning in 2026 aren’t guessing.
They’re testing and improving fast, blending AI, intent signals, and personalized engagement into plays that scale.
Ready to see how Warmly can help you launch these plays (and build new ones) in minutes?
Book a demo and let’s turn your traffic into an active, qualified pipeline in no time.
Buyers are spending more time doing their own research, joining niche communities, and quietly comparing vendors before they ever raise a hand.
So, if you’re not showing up where those conversations happen - or worse, if you’re still relying on generic outreach alone - you’re invisible to the very people you’re trying to reach.
That’s why the best sales teams today rely more and more on social selling.
They’re building visibility and trust, sharing valuable insights, commenting on the right posts, and nurturing relationships in social media long before the first demo invite goes out.
And to do that at scale? You need the right tools in your corner.
In this guide, I’ve hand‑picked 10 of the best social selling tools and software in 2026, singling out the platforms that will actually help you spark conversations that lead to a warm pipeline.
TL;DR
Warmly offers the best social selling tool with its social signal monitoring, AI-driven orchestration, and signal-based ad targeting capabilities that turn engagement and website traffic into revenue-ready conversations.
Tools like Brandwatch are ideal for teams focused on hyper-targeted prospecting, social listening, and deep audience insights.
On the other hand, there are tools like Hootsuite, Buffer, and Sprout Social that can help you manage, schedule, and analyze multi-platform content, while Vista Social, SleekFlow, and Sendible streamline AI-powered engagement, chat automation, and team collaboration.
What factors should you consider when picking social selling tools and software?
Not every tool that promises “better engagement” or “AI‑powered outreach” will actually help your team sell socially, or fit how you work.
Choosing the right stack means looking beyond shiny features and asking: will this tool really help me show up, connect, and drive conversations that turn into pipeline?
Here are the key factors to weigh before you commit:
1. Integration with your existing stack
Your social selling platform should work seamlessly with your CRM, marketing tools, and communication channels.
Look for native integrations with systems like HubSpot, Salesforce, LinkedIn, or Slack to avoid data silos and manual workarounds.
2. Ease of use and onboarding
Even the most powerful tool is useless if your team can’t (or won’t) use it.
Choose software with an intuitive interface, simple setup, and strong training resources so reps can hit the ground running instead of fighting the learning curve.
3. AI and automation capabilities
The best tools in 2026 use AI to surface warm leads, suggest personalized comments, or schedule posts at optimal times.
Automation should save reps' time without sacrificing the authenticity that makes social selling work in the first place.
4. Analytics and performance tracking
You need clear visibility into what’s working and what’s not.
Look for tools that track engagement, conversations started, meetings booked, and pipeline influenced, so you can double down on what actually drives results.
5. Collaboration and team features
Social selling isn’t a solo sport.
Tools that allow content libraries, shared templates, engagement insights, and team‑wide visibility can help your entire sales org stay aligned and learn from top performers.
6. Scalability and pricing
Pick a solution that fits your budget today but can scale with you tomorrow.
Flexible plans, transparent pricing, and enterprise‑ready features will save you from switching tools as your team grows.
What are the best social selling tools and software in 2026?
Here are the 10 best social selling platforms on the market after evaluating 30+ tools:
ToolUse CasePricingWarmlyTurning conversations and website activity into a pipeline with AI‑powered engagement, outreach, and ads.Free plan available and then starts from $10,000/year.LinkedIn Sales NavigatorHyper‑targeted prospecting, lead discovery, and real‑time signals.Core $119.99/mo; Advanced $179.99/mo; Advanced Plus custom.HootsuiteCross‑platform scheduling, brand listening, and analytics for marketing teams.Standard €149/mo per user; Advanced €399/mo per user; Enterprise Suite custom.BrandwatchDeep social listening, sentiment analysis, and enterprise‑grade brand intelligence.Custom pricing for all solutions (Consumer Intelligence, Social Media Management, Influencer Marketing).BufferLightweight, intuitive scheduling and engagement for creators and SMBs.Free plan; Essentials $6/mo per channel; Team $12/mo per channel.Sprout SocialUnified publishing, engagement, analytics, and team collaboration.Standard $199/seat; Professional $299/seat; Advanced $399/seat; Enterprise custom.Vista SocialAll‑in‑one management with scheduling, inbox, analytics, and AI tools.Standard $39/mo; Professional $79/mo; Advanced $149/mo; Enterprise custom.YouScanVisual‑centric listening and real‑time brand insights (logos, sentiment, trends).Starts from $299/mo (annual billing); Unlimited plans custom.SleekFlowOmnichannel chat automation with AI agents for conversational commerce.Pro $199/mo; Premium $349/mo; Enterprise custom; WhatsApp add‑on $15/number.SendibleScheduling and approving content across many profiles with team collaboration.Creator $29/mo; Traction $89/mo; Scale $199/mo; Advanced $299/mo; Enterprise $750/mo.
1. Warmly
Best for: Turning social signals and website activity into a pipeline with AI‑powered engagement.
Who is it for: B2B sales and marketing teams that want to engage high‑intent buyers across their website without adding extra headcount.
Warmly is an all‑in‑one social selling and GTM platform built to help you stop guessing and start engaging where it matters most.
It monitors conversations, website visits, and off-site intent signals, then automatically builds lead lists, orchestrates personalized outreach, and syncs everything back into your CRM.
For teams that want to catch buyers in the moment and drive pipeline faster, Warmly delivers both the insights and the automation to make it happen.
Let’s look at some of its key features.
Feature #1: Social signal monitoring
Your ICP might be active every day, but that won’t do you much good without visibility into their conversations, as you’ll be left guessing which posts, threads, or comments are worth your attention.
That’s exactly where Warmly’s Social Signals feature changes the game.
Warmly continuously monitors for keywords, authors, and mentions that matter to your business:
Keywords: Track industry buzzwords, competitor names, or specific pain points you solve.
Authors: Follow thought leaders, competitors, or target accounts to see who’s engaging with them.
Mentions: Get alerted when someone talks about your company or category.
So, instead of having to manually comb through feeds or rely on generic alerts, Warmly does the heavy lifting for you by automatically compiling these signals into targeted lead lists.
For example:
A competitor gets hit with negative feedback? You’ll instantly see the frustrated buyers engaging in those comments, and can offer an alternative.
A thought leader posts about a problem your product solves? Warmly shows you exactly who’s liking, sharing, or commenting, giving you a ready‑made engagement list.
Someone mentions your brand? Your team gets the context in real time so you can join the conversation naturally, not weeks later.
What makes this powerful is that it doesn’t stop at listening.
From each signal, you can trigger an action automatically, such as:
Adding those warm prospects to orchestrated email or sequences.
Running them through signal‑based ad campaigns.
Sending the data straight to your CRM and sales tools.
That means your team isn’t just observing activity.
You’re engaging buyers at the exact moment they’re most aware of the problem you solve.
The results include:
Less guesswork: Your reps know exactly where buyers are talking about your space.
Smarter prospecting: Every outreach is backed by context, not cold lists.
Faster pipeline: Instead of waiting for inbound forms, you proactively join the right conversations.
Feature #2: Signal‑based ad targeting
Making sure your ads actually reach the people who are already showing buying signals, instead of wasting spend on cold, generic audiences, is one of social selling’s toughest challenges.
Warmly solves this with Signal‑Based Ad Targeting, a feature that turns both onsite and offsite intent data into dynamic, high‑precision ad audiences.
Here’s how it works:
Warmly continuously tracks who is engaging with your brand or category, whether that’s visitors browsing your website, ICP buyers interacting with competitor posts, or leads commenting on industry topics you monitor.
Instead of leaving that intel in a dashboard, Warmly automatically builds segmented audiences from those signals.
Those segments sync in real time with your ad platforms - like LinkedIn Campaign Manager, Google Ads, Facebook, etc. - so your team can launch hyper‑relevant ads without any manual list uploads.
The result is that your ads are no longer generic, as you’re now:
Targeting real buyers who’ve already demonstrated intent instead of broad personas.
Serving creative tailored to their journey, whether that’s awareness, consideration, or decision-stage messaging.
Running campaigns that work with your outreach, not in isolation, as Warmly’s AI orchestrates workflows that can route those same leads into personalized outreach sequences or even trigger on‑site offers, depending on their engagement level.
For example, imagine seeing a spike in engagement on a competitor’s post.
With Warmly, those engaged contacts can instantly flow into a LinkedIn retargeting audience, where they see an ad that speaks directly to their pain points, while simultaneously being queued for a warm email sequence.
This kind of signal‑driven targeting doesn’t just improve ad ROI - it makes your entire GTM motion feel cohesive and timely.
So, instead of shouting into the void, every ad dollar works harder because it’s aimed at people already leaning in.
Feature #3: Automated personalized outreach
Even with the best intel in hand, turning signals into actual conversations can feel like a grind.
Your team is stuck writing one‑off messages, following up manually, and juggling multiple stakeholders, all while hoping they catch the buyer at the right moment.
Warmly’s Orchestrator changes that by acting as an always‑on AI SDR, giving you the scale of a full outbound team without adding headcount.
Here’s what it does:
Launches outreach the moment intent appears - When Warmly detects a high‑intent signal (maybe someone visiting your pricing page, engaging with a competitor’s post, or interacting with your ad), it can immediately trigger a tailored outreach sequence across email.
Multi‑threads at the account level - Instead of relying on a single champion, Orchestrator automatically finds and sequences all key stakeholders within a target account. It connects to your existing data sources, such as Apollo, Demandbase, and ZoomInfo, or uses Warmly’s proprietary data to map out the buying committee, then personalizes messages for each contact.
Scales personalized messaging effortlessly - Every email or DM is tailored with context (e.g., what content they engaged with, what pain points they’ve signalled, and which stage of the journey they’re in). This means you’re not blasting cold templates; you’re sending relevant, human‑like outreach that sparks real replies.
The impact is huge:
Reps get their time back. Instead of spending hours building lists and chasing down leads, they can focus on live conversations with the hottest prospects.
Outbound volume goes up without sacrificing quality. You can orchestrate hundreds of sequences a day, all highly personalized and contextual.
Pipeline moves faster. Buyers feel like they’re engaging with a team that knows them, because your outreach is based on actual intent signals, not guesswork.
Feature #4: Capture and engage visitors
Traditional forms create friction, and generic chats don’t have the context to move people forward.
Warmly fixes this with its ability to capture and engage visitors in real time, turning your social presence into a measurable pipeline.
Here’s how it works:
Track sourced traffic automatically - By adding a simple Warmly UTM to your profile or campaign links, you can instantly identify ICP traffic hitting your site. No more wondering whether those profile views or post clicks are actually attracting the right buyers, as Warmly shows you who’s coming in and how they’re engaging.
Trigger personalized chat flows - Once those visitors arrive, Warmly’s intelligent inbound chat kicks in. Instead of static, one‑size‑fits‑all prompts, it tailors conversations based on what the visitor has clicked, viewed, or interacted with and on your site.
Loop in your team at the right moment - As soon as a visitor takes a high‑intent action, like viewing a pricing page or spending time on a product tour, Warmly can alert reps in real-time or book meetings, ensuring no hot lead slips through the cracks.
The result:
Your LinkedIn awareness and ad campaigns don’t just drive clicks; they drive real conversations.
Your reps can engage with warm, identified leads instead of cold, faceless traffic.
Your funnel moves faster because visitors are guided straight into chat flows and meetings instead of being left to wander.
In short, Warmly helps you connect the dots between social engagement and on‑site action, so every effort contributes directly to your pipeline without the friction of traditional capture methods.
Pricing
Warmly’s pricing is modular and component-based and comes with a free plan that lets you identify up to 500 website visitors per month.
You can choose the components that best match the needs of your business, as components are priced by output and not just by a monthly fee.
There are 4 paid product plans that you can choose from:
AI Data Agent (Starts at $10,000/yr), which includes 10,000 credits, person-level web visitor de-anonymization (RB2B + Vector data), CRM integration, and access to our Coldly Contact Database.
AI Inbound Agent (Starts at $16,000/yr), which adds a native marketing outbound automation, domain warmup, and lead routing with custom CRM fields.
AI Outbound Agent (Starts at $22,000/yr), which adds automated signal-based outbound orchestration, AI chatbot & live video chat, email automation, automation, and email warmup.
Marketing Ops Agent (Starts at $25,000/yr), which adds AI-powered account scoring, AI enrichments and custom signals, buying committee identification, real-time buying intent signal tracking, and automatic updates across all enrichments, signals, account and lead lists.
Pros & Cons
✅ Unmatched visibility into conversations and high‑intent signals.
✅ Captures and nurtures sourced traffic without extra friction.
✅ Detailed analytics dashboards let you figure out at a glance what’s working and how much it’s contributing to your overall revenue.
✅ Wide range of agentic AI features that cover your funnel from top to bottom.
❌ Its most advanced features are available only on its paid plans.
2. LinkedIn Sales Navigator
Best for: Hyper-targeted prospecting and lead discovery on LinkedIn.
Who is it for: B2B sales professionals, SDRs, and account-based marketing teams focused on uncovering and engaging decision-makers on LinkedIn.
LinkedIn Sales Navigator is LinkedIn’s premium solution for B2B prospecting, offering unlimited searches, advanced filters, real-time updates, and InMail messaging to help you find, connect with, and build meaningful relationships with high-value prospects efficiently.
It’s designed as a sonar tool: you identify ideal buyers, get alerted when they show buying signals, and reach out through InMail or warm introductions, all within LinkedIn’s professional network.
Key features
Advanced search filters - Over 50 lead and account criteria, including seniority, company size, job changes, and technologies used, enable pinpoint targeting.
Lead recommendations & saved searches - AI suggests new prospects based on your ICP, while smart lists and alerts inform you when new matches appear.
Real-time insights & alerts - Provides updates on job changes, shared content, and company news, giving you perfect timing for personalized outreach.
Pricing
LinkedIn Sales Navigator has three plans:
Core: Starting at $119.99/mo, includes advanced search filters, smart recommendations, InMail, real-time alerts, etc.
Advanced: Starting at $179.99/mo, includes everything in Core and adds reporting, buyer intent signals, smart links, etc.
Advanced Plus: N/A, includes everything in Advanced, plus ROI reporting, CRM integration, etc.
Pros & Cons
✅ Enables seamless team collaboration on its higher tiers.
✅ Its filters and Boolean search are far superior to LinkedIn’s free version, making it especially useful for finding decision‑makers and niche segments.
❌ Limited automation features and designed for LinkedIn alone.
3. Hootsuite
Best for: Comprehensive social media management, scheduling, and brand listening across multiple platforms.
Who is it for: Marketing teams, social media managers, agencies, and enterprises needing centralized content planning and performance tracking.
Hootsuite is a pioneer in social media management, offering a unified dashboard to create, schedule, and analyze content across platforms like LinkedIn, X, Facebook, Instagram, YouTube, TikTok, and Pinterest.
It combines social listening, analytics, team collaboration, and ad-integration features to help you streamline cross-platform social strategies.
Key features
AI-powered content assistance - Use built-in generative AI to instantly generate posts, images, and hashtags for every network you’re on.
Social listening & sentiment analysis - Monitor brand mentions, competitor actions, and industry trends in real time to inform strategy.
Advanced analytics dashboards - Track KPIs, engagement patterns, and campaign ROI with visual reports and performance insights.
Pricing
Hootsuite offers three pricing plans:
Standard: €149/mo per user, includes up to 5 social accounts, unlimited scheduling, best time to post recommendations, AI caption and image generation, Canva templates, a unified inbox with DM automation, sentiment analysis, and competitor benchmarking.
Advanced: €399/mo per user, includes everything in Standard and adds unlimited social accounts, customizable analytics, saved replies and auto‑responses, team approval workflows, bulk scheduling, advanced reporting, and custom user permissions.
Enterprise Suite: Custom pricing, includes everything in Advanced plus SSO, integrations with 100+ business tools, employee advocacy, attribution and advanced reporting, generative AI chatbot, and dedicated onboarding and success support.
There’s also a 30-day free trial for Standard and Advanced plans.
Pros & Cons
✅ Robust scheduling capabilities, such as bulk upload and calendar tools, save teams considerable time and help maintain consistency.
✅ Powerful analytics & listening, especially when it comes to social sentiment, trend tracking, and campaign ROI.
❌ Complex interface and a learning curve.
4. Brandwatch
Best for: Deep social listening, sentiment analysis, and enterprise-grade brand intelligence.
Who is it for: Marketing teams, agencies, and large enterprises looking to monitor brand sentiment across social, blogs, forums, news, and manage multi-channel content.
Brandwatch is a leading digital consumer intelligence platform that helps businesses listen to, analyze, and engage with conversations across 100+ million online sources.
It combines advanced sentiment tracking, influencer discovery, social publishing, and reporting, all within a unified dashboard tailored for enterprise-scale workflows.
Key features
Social listening & sentiment analysis - Scans ~500 million posts/day across social channels, blogs, forums, news sites, and review platforms, with AI-driven sentiment and emotion filters, breaking down conversations into specific emotions and even analyzing emojis.
Advanced analytics - You can create custom dashboards, track engagement, sentiment trends, and use 50+ live visualizations to analyze data.
Influencer discovery & campaign management - Access a 50 million influencer database to find relevant creators, manage outreach, track performance, and measure ROI.
Pricing
Brandwatch offers three core solutions, each available with standard to enterprise plans:
Consumer Intelligence: Custom pricing, designed for researchers and analysts, includes access to a vast archive of consumer conversations, AI‑powered audience segmentation, customizable dashboards, and automated reporting and alerts for large‑scale market insights.
Social Media Management: Custom pricing, built for social media managers and content marketers, includes all‑in‑one publishing for organic and paid content, centralized engagement through a social CRM, performance benchmarking, and social listening.
Influencer Marketing: Custom pricing, aimed at influencer marketers and agencies, includes discovery of 30M+ creators, relationship and campaign management, centralized data, and multichannel reporting to streamline end‑to‑end influencer campaigns.
However, since there are no actual prices disclosed, you’ll have to contact its sales team for more details.
Pros & Cons
✅ Monitors vast data volumes with nuanced sentiment and emotion analytics, making it excellent for large-scale brand monitoring.
✅ Strong team collaboration features, such as approval workflows, shared inboxes, and role permissions.
❌ Occasional performance issues, as some users report bugs or glitches, such as delays, missing metrics, or bugs in calendar views and the mobile app.
5. Buffer
Best for: Lightweight, intuitive content scheduling and brand presence.
Who is it for: Freelancers, SMBs, and startups looking for easy-to-use social media scheduling with AI support.
Buffer is a streamlined social media management tool designed for fuss-free planning, publishing, and basic analytics.
It supports major platforms, such as Facebook, Instagram, X (Twitter), LinkedIn, Pinterest, TikTok, YouTube Shorts, Bluesky, Mastodon, and Threads, and includes built-in AI assistance for writing captions and generating post ideas.
Key features
Unified scheduler & visual calendar - Easily queue content across multiple platforms with a drag-and-drop interface and post-requeue functionality.
AI assistant & content ideas - Built-in tools suggest post ideas, generate captions, and help format messages for different networks.
Engage tool - Lets you see all your comments in one dashboard, prioritize key interactions with smart alerts, and reply quickly from your desktop.
Pricing
Buffer has a free forever plan that lets you connect up to 3 channels and includes 10 scheduled posts per channel, 100 post ideas, 1 user account, AI Assistant, basic analytics, and customer support.
When it comes to its paid options, there are two plans to choose from:
Essentials: $6/month per channel, includes everything in Free and adds unlimited scheduled posts, unlimited ideas, advanced analytics, an engagement inbox, hashtag manager, and first comment scheduling.
Team: $12/month per channel, includes everything in Essentials and adds unlimited user accounts, access levels, content approval workflows, etc.
There’s also a 14-day free trial if you want to try it before committing.
Pros & Cons
✅ Intuitive and easy to learn.
✅ Generous free tier.
❌ Limited analytics capabilities.
6. Sprout Social
Best for: Unified social publishing, engagement, analytics, and customer care across growing teams.
Who is it for: Social media managers, customer support teams, and mid-sized to enterprise businesses that need scalable, collaborative tools with advanced analytics.
Sprout Social is a full-featured social media management platform offering publishing, engagement, listening, analytics, and customer care.
It supports channels like Facebook, Instagram, LinkedIn, Twitter/X, Pinterest, TikTok, Threads, and WhatsApp, and adds AI tools (e.g., subtitles, Smart Categories) and powerful team collaboration via approval workflows, chatbot automation, and CRM integrations.
Key features
Comprehensive AI features - Let you leverage AI to summarize and reply to comments faster, detect sentiment, craft content, and find key influencers in your niche.
Premium Analytics suite - Allows building custom reports for tracking relevant metrics, benchmarking, and drilling down into the tiniest of details with advanced filtering options.
Team collaboration - Role-based access, content approval flows, message tagging, and case workflow automation across profiles.
Pricing
Sprout Social has four plans:
Standard: $199 per seat/month, includes 5 social profiles, keyword and location monitoring, unlimited AI‑generated alt text, review management, and group, profile, and post‑level reporting.
Professional: $299 per seat/month, includes everything in Standard plus unlimited social profiles, message tagging, extensive competitor, tag, and paid insights, optimal send times, and Enhance Post by AI Assist.
Advanced: $399 per seat/month, includes everything in Professional plus Enhance Reply by AI Assist, sentiment in the Smart Inbox and reviews, team productivity and social customer care reports, and message spike alerts.
Enterprise: Custom pricing, includes everything in Advanced plus white‑glove onboarding and implementation, a plan tailored to your enterprise business, and dedicated service for SSO setup.
All plans have annual billing only and offer a 30-day free trial.
There are also a few optional add-ons (whose pricing details are not published):
Premium Analytics - Lets you personalize dashboards with filters, highlight key metrics, benchmark against custom comparisons, and prove ROI through interactive charts and presentation‑ready reports that can be shared instantly with stakeholders.
Listening - Surfaces influential topics, scores emotions in real-time, and includes Spike Alerts to notify you of sudden shifts in volume or sentiment.
Employee Advocacy - Extend your reach by empowering employees to share curated, on‑brand content with their own networks.
Professional Services - Sprout’s experts help refine your strategy, offer personalized training, consult on listening topics, design custom dashboards, and audit your tagging and processes, ensuring you get the most value as your social programs evolve.
Finally, if you want access to Sprout Social’s Influencer Marketing suite, you’ll have to pay separately, as it’s treated like a unique package.
The pricing is not disclosed, so you’ll have to contact sales for details.
Pros & Cons
✅ User-friendly interface.
✅ Robust team tools make collaboration seamless.
❌ Its pricing scales badly.
7. Vista Social
Best for: All-in-one social media management with powerhouse usability and AI-driven tools.
Who is it for: Marketing teams needing streamlined social media scheduling, engagement, analytics, and marketing automation without the complexity or enterprise price tag.
Vista Social is a unified social media management platform that brings publishing, engagement, AI-powered content tools, analytics, listening, employee advocacy, and reputation management into a single, visually intuitive dashboard.
Built by marketers for marketers, it’s praised for balancing rich features with ease of use and competitive pricing.
Key features
Publishing & scheduling - Visual calendar, drag-and-drop post previews, optimal send time recommendations, and bulk uploads via CSV.
Employee advocacy & Vista Page - Employees can easily share branded content, and customizable “link in bio” landing pages are included.
AI Assistant - Leverages ChatGPT to generate captions, replies, post ideas, and image suggestions, saving content teams time.
Pricing
Vista Social has a free forever plan that includes 1 user and up to 3 social media profiles, in addition to a media library, scheduling up to 10 posts per month, 100 monthly credits for the platform’s AI assistant, calendar view, etc.
If you need access to more advanced features, there are four plans to pick from:
Standard: $39/month, includes 8 social profiles, 1 user, planning and publishing tools, media tools, engagement tools, AI Assistant, Vista Page link‑in‑bio, DM automations.
Professional: $79/month, includes everything in Standard plus 15 social profiles, 5 users, bulk scheduling, post workflows, report scheduling, collaboration tools, listening tools, and review management.
Advanced: $149/month, includes everything in Professional plus 30 social profiles, 10 users, advanced scheduling, advanced workflows, advanced reporting, Zapier and Make integrations, unlimited AI Assistant, and advanced Vista Page features.
Enterprise: Custom pricing, includes everything in Advanced plus 80+ profiles, 25+ users, sentiment detection, premium analytics, brand safety and compliance features, a dedicated account manager, onboarding and training, custom integrations, and quarterly account reviews.
Some features, like Employee Advocacy and Listening, are available only as add-ons.
You can try Vista Social’s paid plans for free for 14 days.
Pros & Cons
✅ Highly intuitive, visual interface.
✅ Rich AI features, such as content generation and optimal time suggestions, streamline posting workflows.
❌ More advanced features, such as automations, have a learning curve.
8. YouScan
Best for: Visual-centric social listening and real-time brand intelligence.
Who is it for: Marketing, PR, and CX teams needing advanced AI-powered insights, including image analysis, across social, forums, blogs, and news.
YouScan is an AI-powered social listening and media monitoring platform known for its industry-leading Visual Insights, which include logo detection and object and scene recognition from millions of daily images.
It combines sentiment analysis, trend detection, and custom dashboards, helping brands react to crises, analyze campaigns, and track consumer behavior with unmatched depth.
Key features
Visual insights & image recognition - Detects logos, products, and scenes in user-generated images across platforms like TikTok and YouTube, letting you see how people interact with your brand visually.
Text listening & sentiment analysis - Tracks keywords, themes, and sentiment across social, blogs, forums, and news, with advanced Boolean filtering, trend spikes, and emotion scoring.
Insights Copilot (AI Assistant) - ChatGPT-powered agent answers questions like “show top consumer complaints this quarter” and drills down on themes.
Pricing
YouScan has two paid plans:
Starter 3: $299 per month (billed annually), includes 3 topics with up to 15,000 monthly mentions, full coverage of supported social media, blogs, forums, reviews, and online news sources, Insights Copilot AI Agent with 10 questions per month, aspect sentiment analysis, trend detection, word clouds, Mention Wall, plus unlimited users, unlimited social searches, and unlimited rules and alerts.
Unlimited plans: Custom pricing, includes unlimited topics and sampled mentions, text and image-based data collection (including brand logos and audience attributes), Visual Insights for image analysis, Audience Insights for demographics and interests, unlimited Insights Copilot questions, unlimited dashboards, data exports and API access, and configurable user access rights.
Pros & Cons
✅ Image-first listening allows you to surface visual mentions of your logos and products for comprehensive social monitoring.
✅ Advanced and flexible filtering options.
❌ Visual insights are available only on its higher pricing tiers.
9. SleekFlow
Best for: Omnichannel chat automation and conversational marketing across WhatsApp, Instagram, Facebook Messenger, and more.
Who is it for: Small to mid-sized e-commerce, travel, and service teams that want to unify messaging, automate workflows, and monetize conversational interactions.
SleekFlow is an AI-driven messaging platform that brings WhatsApp, Instagram, Facebook Messenger, SMS, live chat, and more into one unified inbox.
It offers chatbot and workflow automation to help teams streamline essential processes without losing personalization or dealing with scaling constraints.
Key features
Omnichannel inbox - Brings WhatsApp, Instagram, Facebook Messenger, live chat, and more into one inbox where you can assign conversations, automate replies, and keep a complete customer history without switching apps.
AI agents for smart engagement - They handle lead qualification, FAQs, and order inquiries across platforms 24/7, drafting context‑aware responses, routing complex chats to human teammates, and even upselling products or sending cart recovery prompts based on real‑time signals.
Analytics and reporting - Monitor agent performance, campaign ROI, response times, and customer sentiment with built‑in dashboards.
Pricing
SleekFlow has three pricing plans:
Pro: $199 per month, includes 3 user accounts, 2,000 contacts, 500 AI agent credits, an omnichannel team inbox, Shopify integration, AI Inbox Co‑pilot, and WhatsApp broadcast.
Premium: $349 per month, includes 5 user accounts, 10,000 contacts, everything in Pro plus advanced analytics and reporting, essential CRM and app integrations, Click‑to‑WhatsApp Ad (CTWA) insights, and team management with role‑based access control.
Enterprise: Custom pricing, includes a custom number of users and contacts, everything in Premium plus enterprise‑level security and data privacy, advanced CRM and app integrations, custom integrations with sales engineer support, and custom SLAs, with dedicated customer success.
If you’re not sure which plan you need, you can try its AgentFlow for free, which lets you manage Instagram and Facebook from a single inbox via an AI agent.
There’s also an optional add-on, WhatsApp Business Platform, available for $15 per hosted number per month, with pay‑as‑you‑go template messaging charges and free replies within 24 hours of customer messages.
Pros & Cons
✅ Unified chat experience helps streamline customer communication across platforms.
✅ Strong automation capabilities handle routine inquiries and qualification, improving support and lead efficiency.
❌ Its AI-generated replies still leave a lot to be desired.
10. Sendible
Best for: Scheduling and approving content across many profiles and accounts from a single dashboard.
Who is it for: Social media managers, agencies, and multi-location brands that require team collaboration, white-label options, and robust reports without enterprise pricing.
Sendible is a comprehensive social media management platform offering unified scheduling, content queuing, reporting, and collaboration tools.
It supports a wide range of networks, including Instagram, Facebook, LinkedIn, X, TikTok, YouTube, Threads, Bluesky, and more, while adding AI-powered content assistance, client dashboards, and approval workflows to enable advanced streamlining of essential processes.
Key features
Smart scheduling & queues - Supports bulk uploads, recurring posts, smart queueing, and optimal timing suggestions to help maintain consistent content output.
Unified engagement & priority inbox - Aggregate comments and messages across platforms with intelligent prioritization and reply tools.
Content and media management - Includes a content library, Canva integration, image editor, and rich media preview for each platform.
Pricing
Sendible has five plans, the first three of which have 14-day free trials:
Creator: $29 per month, includes 1 user/calendar, 6 social profiles, unlimited scheduling, AI Content Assist, monitoring and replying, and reporting.
Traction: $89 per month, includes 4 users/calendars, 24 social profiles, everything in Creator plus team collaboration, assignment and approval workflows, client dashboards, user management, campaigns, and advanced reporting.
Scale: $199 per month, includes 7 users/calendars, 49 social profiles, everything in Traction plus custom and automated reports, a content and hashtag library, campaigns, and a dedicated account manager.
Advanced: $299 per month, includes 20 users and 100 profiles, everything in Scale plus bulk posting with custom tags, advanced user permissions, live report sharing, an account manager, and an optional white‑label add‑on.
Enterprise: $750 per month, includes 80 users and 400 profiles, everything in Advanced plus access to all features, optional SSO, scalable users and profiles, dedicated customer success, and an optional white‑label add‑on.
There’s also an option of getting a custom-made plan specifically tailored to your organization’s needs and team size.
Pros & Cons
✅ User-friendly.
✅ Powerful yet simple to master post scheduling features.
❌ Limited reporting capabilities.
Next steps: Level up your social selling
Whether you’re building visibility, tracking brand conversations in real-time, or orchestrating AI‑powered outreach, the social selling platform you choose can be the difference between cold, generic outreach and warm, timely conversations that turn into pipeline.
Each of the tools I’ve covered brings something unique to the table, but the common thread is clear: social selling at scale means showing up where your buyers are, engaging with context, and staying consistent.
And if you’re ready to stop guessing and start converting high‑intent conversations into revenue, Warmly makes it simple to do it all in one place.
Book a Warmly demo today and see how you can turn signals, website traffic, and offsite engagement into a steady stream of warm opportunities.
ABM has never been more powerful, or more misunderstood.
The highest‑performing sales and marketing teams today aren’t running spray‑and‑pray campaigns.
They’re running precisely targeted, account‑based plays that break through noise, build real relationships, and drive outsized pipeline.
But here’s the challenge: doing ABM at scale can feel impossible.
Budgets are tight. Buying committees are bigger. And aligning marketing, SDRs, and AEs around the same list of accounts often feels like herding cats.
The good news?
You don’t need a six‑figure platform or an endless headcount to make it work.
With the right ICP‑first strategy, signal‑driven targeting, and layered engagement plays, you can turn ABM into a revenue engine - one that reaches hundreds of accounts without losing the personal touch.
In this guide, I’ll walk you through exactly how to do ABM at scale in 2026, including practical steps, creative channel ideas, and the tools that actually make an impact.
Think of this as your blueprint to run smarter, leaner, and more effective ABM without ever feeling like you’re burning budget.
Let’s begin!
How can you scale your ABM campaigns? (Step-by-step)
The first thing you should understand is that scaling ABM isn’t about throwing more budget or headcount at the problem.
It’s about building a smarter playbook - one that uses tech, signals, and alignment to reach hundreds (or thousands) of the right accounts without losing that personal touch ABM is famous for.
And here’s exactly how to do it:
Step 1: Nail your ICP
If you skip this step, everything else you build will wobble.
The reason most ABM programs fail to scale isn’t because of bad outreach or weak creative.
It’s actually because they’re targeting the wrong accounts in the first place.
Before you even think about scaling, you need to get painfully specific on who your best customers really are.
That is, you need to define your ideal customer profile (ICP).
To do so, you must go beyond surface-level firmographics.
A basic ICP often starts with industry, company size, and geography.
And that’s a start, but in 2026, it’s not enough.
The accounts that are actually worth your time often share deeper traits, such as:
Tech stack: What tools do they already use? Are they compatible with your product?
Hiring patterns: Are they hiring SDRs, revenue leaders, or ops staff, which are a;; signals they’re investing in growth?
Trigger events: Have they just raised funding, expanded to a new market, or gone through leadership changes?
Engagement signals: Have they visited your site, attended a webinar, or interacted with your content recently?
When you layer these attributes together, you stop guessing and start spotting high-intent accounts, which are the ones most likely to turn into pipeline.
Instead of manually pulling data from scattered sources, Warmly’s AI-powered ICP identification continuously enriches your accounts with live, person-level signals, such as:
Hiring changes picked up from social feeds.
Tech stack insights and keyword research from third-party data.
Real-time website and product usage behavior.
As a result, you won’t be building an ICP from last year’s stale data.
Instead, you’ll be creating a living, breathing target profile that updates as markets shift.
But Warmly doesn’t stop at that.
In addition to making sure your ICP is always up-to-date, it identifies prospects that match the profile across its proprietary data and all connected third-party databases.
And because Warmly connects directly to your CRM and ad platforms, all these insights flow straight into your segmentation and campaigns, meaning there’s no CSV uploads and no data lag.
Step 2: Align sales, marketing, and SDRs around one playbook
If your marketing team is building campaigns in isolation while your SDRs are running their own cadences and AEs are chasing a completely different account list, scaling will feel like pushing a boulder uphill.
The truth is simple: scaling ABM is impossible if your teams aren’t working from the same playbook.
Namely, when sales, marketing, and SDRs operate in silos:
Marketing generates “leads” that sales doesn’t recognize as valuable.
SDRs waste time chasing accounts that aren’t actually in the ICP.
AEs close deals without any of the engagement data marketing worked so hard to build or miss low-hanging fruit simply because they weren’t even aware of it.
The result? Missed opportunities, duplicated effort, and finger‑pointing when pipeline goals aren’t hit.
To scale, you need every team rowing in the same direction with shared definitions, goals, and workflows.
And to enable that, you need to create a regular forum - be it a meeting or a joined Slack channel - where marketing, SDRs, and AEs agree on:
What counts as a target account (ICP criteria, key intent signals, etc.).
How to prioritize them together.
Which metrics actually matter (pipeline contribution, account engagement, etc.).
However, by far the easiest way to make sure everyone is on the same page is to make sure everyone sees the same data.
Live insights on which accounts are visiting your site, engaging with ads, or showing buying signals.
Automatically enriched contact details for multi-threaded outreach.
Alerts when a hot account surges in intent, so SDRs can follow up immediately while marketing doubles down with ads or personalized offers.
No more “he said, she said” over whether an account is worth the effort.
Warmly becomes the single source of truth, giving your teams a common foundation to plan, execute, and iterate ABM plays together.
Step 3: Build dynamic, signal‑driven audiences instead of static lists
Another point where most ABM teams get stuck is treating their target list like it’s carved in stone.
They pick accounts once a quarter, upload a spreadsheet into their ad platform, and blast away.
The problem here is that buying signals change daily.
People get hired, budgets shift, priorities evolve, and your static list starts going stale fast, which is a disaster for high-precision strategies like ABM.
So, if you want to successfully scale ABM in today’s business landscape, you need to treat your audiences as living systems that update automatically as new signals appear.
Instead of just slotting accounts into rigid buckets, design audiences that grow or shrink based on behavior.
For example:
A company that visits your pricing page twice in a week should instantly move into your “high‑intent” nurture, even if they weren’t on your top priority list yesterday.
An account hiring five new SDRs might trigger a new outreach sequence.
A competitor’s customer showing engagement on your webinar might get added to your ad retargeting.
This is where technology makes scaling possible.
Warmly continuously monitors those signals - everything from website behavior and CRM activity to social triggers and tech stack changes - and feeds them back into your audience lists.
As a result, you get:
Dynamic audiences that sync to your ad platforms and email tools in real time.
Alerts when accounts surge in intent, so your SDRs can act immediately.
The ability to make your marketing campaigns automatically retarget people who’ve interacted with your site, webinars, or content.
This dynamic approach to segmentation means you’re always putting your best plays in front of the right people without a giant ops team constantly rebuilding lists.
It also gives sales and marketing a shared, up‑to‑date view of where accounts are in the journey, so everyone knows when to turn up the personalization or when to pull back.
Step 4: Automate personalized outreach at scale
Once your audiences are dynamic and signal‑driven, the next challenge is clear:
How do you engage hundreds of target accounts without drowning your team in manual work or losing the human touch that makes ABM so powerful?
The answer isn’t to blast generic emails.
It’s to automate the right outreach, triggered by the right signals, with personalization baked in from day one.
To achieve this, you need to:
Trigger outreach based on live engagement - When someone from a target account visits your pricing page, don’t wait - launch a tailored email sequence within hours.
Multi‑thread your outreach - Don’t just talk to one contact; engage the buying committee with tailored messages for decision‑makers, influencers, and champions.
Mix channels intelligently - A well‑timed LinkedIn touch paired with a relevant email and an on‑site popup can feel like a conversation, not a campaign.
Warmly’s Orchestrator makes this possible without adding headcount, as it:
Monitors real‑time signals and triggers personalized email or LinkedIn sequences the moment an account shows buying intent.
Auto‑discovers stakeholders inside those accounts, ensuring you’re not relying on a single contact to drive the deal.
Personalizes messages using context, such as recent activity, job changes, or even specific pages visited, so every outreach feels hand‑written, not robotic.
You can try it here:
And because it runs continuously, you’re engaging buyers while they’re still in-market, not weeks later when interest has cooled.
As a result your SDRs can focus on high‑value conversations while Warmly handles the heavy lifting.
Here’s a quick automation cheatsheet of what to automate vs what to keep manual if you’re not sure about how deep your automation should run:
🤖 Automate These (to scale without extra headcount)
👩💻 Keep These Manual (to maintain the human touch)
Triggered email sequences based on live signals (e.g., pricing page visits, webinar attendance)
High‑stakes 1:1 messages for highest-priority accounts or late‑stage opportunities
LinkedIn connection requests and first‑touch messages for ICP‑fit accounts
Custom proposals, executive emails, or account‑specific gifting ideas
Multi‑threading outreach to known stakeholders once they’re identified
Live LinkedIn comments on prospect posts to build rapport
Follow‑up reminders and task assignments for SDRs after key engagement signals
Real‑time responses during key buyer conversations or negotiations
Audience syncing to ad platforms for retargeting and nurture campaigns
Strategy reviews and adjustments with sales and marketing leadership
Step 5: Engage buyers in real-time
Here’s another truth about modern buyers:
They’re not waiting for you.
They research on their own, compare vendors silently, and make snap decisions when timing and fit align.
And if you’re not engaging them in that exact window, you lose your shot, no matter how good your campaigns are.
That’s why scaling ABM isn’t just about who you target; it’s about when and how quickly you show up with relevance.
Real‑time engagement means you:
Meet buyers as they’re showing intent instead of long after.
Turn anonymous website visitors into named stakeholders.
Personalize the experience so it feels like you’ve been expecting them.
Warmly gives your team the tools they need to act the second a high‑value account surges in intent:
Warm Offers - De‑anonymize website visitors and deliver personalized pop‑ups that feel helpful, not intrusive, such as a custom piece of content, a relevant case study, or a direct link to book time with your team.
AI Chat - Intelligent chatbot that engages buyers who are actively researching with contextual, on‑brand conversations that qualify and route them in real time.
Lead routing & alerts - Instantly notify SDRs in Slack or your CRM when an account hits a key trigger, so they can reach out while interest is highest.
This kind of real-time engagement closes the gap between interest and action.
Instead of hoping that your follow‑ups catch buyers later, you’re right there when they’re most ready to talk.
Step 6: Diversify your ABM channels
If your ABM playbook relies on only one or two channels - say, LinkedIn ads and emails - you’re leaving money (and meetings) on the table.
Scaling ABM requires meeting buyers wherever they choose to engage, not wherever it’s easiest for you.
Namely, buying committees aren’t hanging out in one place.
A decision‑maker might first see your brand in a LinkedIn ad, read a case study via email, attend a webinar weeks later, and finally convert after a direct outreach.
And if your engagement lives in a single channel, you’re invisible for the rest of that journey.
A truly scalable ABM engine creates orchestrated touchpoints across channels, so no matter how your buyers move, you’re already there with something relevant.
The best part about diversifying is that it’s not about being everywhere at once.
It’s about creating a connected experience across the channels that matter most to your ICP.
Here’s how high‑performing teams do it:
Paid media - Target your dynamic segments with ads on LinkedIn, Google, or programmatic networks, building familiarity before outreach even begins.
Outbound (email & LinkedIn) - Layer in personalized sequences for accounts showing strong signals, so ads and outreach work in tandem.
On‑site engagement - Use intelligent pop‑ups and AI chat to convert passive visitors into active conversations.
Events & webinars - Host intimate sessions for mid‑funnel acceleration and invite high‑value accounts personally.
Warmly can help with multichannel engagement as well, by pushing your dynamic segments and real‑time signals wherever you need them, including:
Digital advertising - Warmly syncs high‑intent audiences directly to your ad platforms so your spend is focused only on accounts worth reaching.
Multichannel outreach - The same signals that fuel your ads can trigger automated, personalized email and LinkedIn sequences, so marketing and sales are always in sync.
Warm Offers & AI Chat - On your website, Warmly dynamically tailors pop‑ups and chat flows based on what each visitor cares about, creating a personalized layer that matches your off‑site messaging.
As a result, you’ll create a surround‑sound effect: your buyers see you, hear you, and interact with you in ways that feel coordinated, not random.
Instead of relying on a single touch to do all the heavy lifting, you orchestrate an entire journey that builds trust and accelerates pipeline.
Step 7: Measure what actually moves the needle
You’ve aligned your teams, built dynamic audiences, automated outreach, and diversified channels - amazing!
But none of it matters if you can’t answer this simple question:
“Is our ABM strategy actually driving pipeline?”
Scaling ABM isn’t about more activity. It’s about more impact.
And that means measuring the right things, and not just vanity metrics like clicks, form fills, or even MQL counts.
So, to scale confidently, you need to shift your focus to account-level metrics and revenue impact.
Here’s what the best teams track:
✅ ABM Metric
💡 What It Tells You
Account Penetration
Are you reaching multiple stakeholders inside target accounts?
Engagement Depth
Are they interacting with ads, emails, events, and on‑site offers?
Pipeline Influence
Are ABM touches helping deals open, progress, or close?
Stage Progression
Are accounts moving through your funnel faster than non‑ABM accounts?
Meetings & Opportunities Created
Are your plays translating into real sales conversations and revenue?
These metrics give you a full picture of what’s working and what to double down on, allowing you to stop wasting time on activities that look busy but don’t drive real revenue.
Warmly can help with this, too.
The platform takes the guesswork out of ABM measurement with signal‑aware attribution and reporting, allowing you to:
See exactly which ads, pop‑ups, emails, and outreach touches influenced pipeline, all the way down to the account level.
Track how engagement grows over time within each account, instead of relying on isolated metrics like clicks or MQLs.
Share clear, trustworthy reports with leadership and sales so everyone knows why certain channels or plays deserve more budget.
As a result, you gain the proof you need to justify budget, align sales and marketing teams, and continuously refine your ABM engine so it scales smarter every quarter.
What are the best platforms on the market to scale your ABM campaigns?
Scaling ABM isn’t just about strategy.
It’s also about having the right tools to execute flawlessly.
From identifying high‑intent accounts to automating outreach and tracking what actually drives pipeline, the right platform can turn an overwhelming ABM program into a repeatable growth engine.
Here are a few of the top platforms SDR teams rely on in 2026 to run smarter, more scalable ABM plays.
Tool
Best For
Pricing
Warmly
Real-time, signal-driven ABM that powers both marketing and AI‑automated outreach
Free plan: Reveal up to 500 monthly visitors with basic lead routing.Data Only: From $599/mo or $5,000/year (up to 5,000 visitors).Business: From $24,000/year (10k visitors) or $45,000/year (75k visitors).Enterprise: Custom pricing with custom signals and visitor limits.
6sense
Predictive analytics-driven ABM with deep buying intent insights
Free plan: 50 credits/month, Chrome Extension, list builder, sales alerts, company & people search.Paid plans: Three packages (Sales Intelligence + Data Credits + Predictive AI; Sales Intelligence + Data Credits; Sales Intelligence + Predictive AI). Pricing not disclosed.
Demandbase
Enterprise-level ABM programs needing unified data, ads, and measurement
Two pricing tiers: Account-Based Advertising and Account-Based Marketing. Pricing not disclosed.
1. Warmly - Real-time, signal-driven ABM that powers both marketing and AI-automated outreach
Warmly is an AI-powered marketing orchestration platform that constantly monitors 1st, 2nd, and 3rd-party intent signals, and leverages them to help you prioritize and convert the right accounts.
Its AI agents orchestrate personalized outreach via ads, email, LinkedIn, chat, and more, allowing you to cover all ABM channels simultaneously.
Standout Features
AI SDR agents - Automatically launch email and LinkedIn sequences based on intent and engagement.
Demand Gen agent - Builds and syncs audiences to ad channels using real-time signals.
Dynamic ICP identification - Uses AI to uncover ideal customer traits from live behavior—not just demographics.
De-anonymization & signal scoring - Identifies website leads and scores them based on buying intent (web visits, job changes, social cues).
Slack & CRM integration - Alerts sales immediately when a high-intent lead lands on your website or interacts with it in a meaningful way, and syncs all data with your CRM systems.
High-precision marketing attribution - Tracks which touchpoints drive pipeline and how, helping align sales and marketing across levels.
AI Chat - AI-powered chatbot that engages, qualifies, and converts leads.
Pricing
Warmly offers a free plan that allows you to reveal up to 500 monthly visitors, set up ICP filters to quickly identify high-quality leads, and automate basic lead routing.
Data Only: Starts at $599/mo when billed monthly or $5,000 when billed annually, lets you identify up to 5,000 monthly visitors, first-party intent signals, alerts, and access to Warmly’s B2B prospecting database.
Business: Starts at $24,000/year for up to 10,000 visitors or $45,000/year for up to 75,000 visitors, which adds third and second-party signals, sales orchestration, AI Chat, and lead routing.
Enterprise: Custom pricing, custom number of visitors, which adds custom signals and warm calling.
2. 6sense - Predictive analytics-driven ABM with deep buying intent insights
6Sense is a revenue intelligence platform that uncovers in-market accounts through predictive scoring and intent signals.
As a result, it empowers SDRs to focus on accounts most likely to convert soon.
Standout Features
Predictive intent scoring - Ranks accounts based on buying readiness identified through identifying behavior patterns.
Sales Copilot - AI-driven engine that provides account summaries and next best action recommendations.
Automated workflows - Lets you launch and coordinate ads, email, and sales outreach directly from the platform.
Pricing
6sense has a free plan that provides 50 credits/month, Chrome Extension, list builder, sales alerts, and company and people search.
When it comes to its paid options, there are three to choose from:
Sales Intelligence + Data Credits + Predictive AI: The most comprehensive package, includes all of 6Sense’s features, such as predictive AI models, scores, and dashboards, sales Copilot, AI recommendations, company and contact insights, alerts, automated workflows, etc.
Sales Intelligence + Data Credits: Includes access to some features related to sales (e.g., sales Copilot, AI writer, etc.) and data (limited company and contact insights).
Sales Intelligence + Predictive AI: Also includes access to some features related to sales and some regarding predictive AI modules (e.g., predictive scoring and dashboards).
However, 6sense doesn’t disclose actual prices for any of the packages.
You’ll have to contact its sales for a custom quote.
Alternatively, you can check our in-depth 6Sense pricing review before reaching out to its team.
3. Demandbase - Handles enterprise-level ABM programs that need unified data, ads, and measurement tools
Demandbase is a full-stack ABM platform combining data, advertising, and sales intelligence.
It helps SDRs and marketers target the right accounts with high precision.
Standout Features
Account Intelligence Center - Aggregates firmographic, technographic, and intent data into a single view so SDRs and marketers know exactly who to target and why.
Website personalization - Tailors website content and creatives in real time based on account attributes and journey stage, creating a customized destination per visitor
Personalized advertising - Runs highly targeted ad campaigns across channels and tailors offers depending on account attributes and buying stage.
Pricing
Demandbase doesn’t disclose prices for its products.
You can contact its sales to get a custom quote based on your business goals and needs.
4. RollWorks - Scalable ABM platform for growing teams
RollWorks is an AI-driven ABM platform that combines deep account insights, multi-channel advertising, and automation.
It’s designed to surface high-fit, in-market accounts and activate outreach with seamless campaign execution.
Standout Features
In-market account finder - Uses keyword intent and machine learning to identify accounts showing early buying signals and automatically enrich fit scoring.
ICP & fit scoring - Combines firmographic, technographic, and CRM data to progressively grade accounts (A-D) based on how closely they match your ideal profile.
Account spike detection - Sends real-time alerts to sales when target accounts suddenly increase engagement.
Pricing
RollWorks has two pricing tiers:
Account-Based Advertising: Includes precision targeting across all digital channels, custom audiences, etc.
Account-Based Marketing: Includes predictive buying signals, buyer insights, detailed analytics and key metrics tracking, etc.
However, RollWorks doesn’t publish prices for any of the packages, so you’ll have to speak to its team directly.
FAQs
#1: Does scaling ABM require a big budget?
Not necessarily.
Scaling ABM is less about pouring in more money and more about using data, signals, and automation to work smarter.
By leveraging platforms like Warmly to identify high‑intent accounts and orchestrate outreach, many teams scale without hiring large teams or buying six‑figure tools, maximizing impact within existing budgets.
#2: What’s the difference between scaling ABM and scaling lead generation?
Scaling lead generation typically means increasing the volume of inbound or outbound leads, often through broader campaigns aimed at larger audiences.
Scaling ABM, on the other hand, focuses on depth over breadth.
This primarily means expanding your reach across carefully selected high‑value accounts and buying committees, with messaging and timing tailored to each account’s signals and needs.
#3: Is personalization possible at scale?
Yes - if you combine automation with real‑time intelligence.
Tools like Warmly make it possible to personalize outreach, ads, and on‑site experiences based on live signals (like job changes, repeated visits, or specific content views).
Instead of manually customizing every touchpoint, AI and signal‑driven workflows handle the heavy lifting while still making each account feel uniquely understood.
Next steps: Bring signal‑driven ABM to life
So, long story short, scaling ABM in 2026 isn’t about working harder or hiring armies of SDRs - it’s all about working smarter and creating an ABM engine that grows and thrives with you.
The tools and strategies in this guide aren’t theory - they’re what top‑performing teams are already using to turn target accounts into predictable revenue.
And with platforms like Warmly, you can bring all those moving parts together in one place, including:
Real‑time intent signals.
AI‑powered outreach.
Dynamic segmentation and attribution.
Seamless alignment between marketing and sales.
Ready to see how Warmly can help you scale ABM without scaling your headcount?
Book a demo today and start turning signals into meetings - and meetings into pipeline in no time.
GTM Motion: Definitions, Best Practices & Examples
Time to read
Chris Miller
Old-school GTM motions aren’t cutting it anymore.
Nowadays, buyers don’t move in straight lines - and your go-to-market motion can’t either.
Whether you’re launching a new product, breaking into a market, or scaling to $100M ARR, how you go to market determines everything:
Who you sell to.
How fast you grow.
What your team looks like at scale.
So, let’s get specific.
In this guide, I’ll:
Break down what a GTM motion actually is (and isn’t).
Walk you through today’s most effective GTM approaches from product-led to partner-led.
Share real-world examples, pros/cons, and best-fit use cases.
Cover the best tools for GTM today.
As a result, you’ll get all the info and tips you need to build the GTM motion that works for you.
Let’s begin!
What is a GTM motion?
A GTM motion is how you bring your product to market, and it’s not just the tactics, but the actual engine behind your growth.
It’s the combination of strategies, teams, and touchpoints you use to attract buyers, deliver value, and generate revenue.
Think of it as the operating system for your go-to-market plan:
Are you letting the product sell itself?
Leading with sales?
Building through community or content?
Each specific GTM motion reflects a different path to revenue and scale.
Some are fast and high-volume (like product-led), while others are high-touch and account-specific (like sales-led).
The right one depends on your product, price point, customer journey, and market maturity.
In short, your GTM motion isn’t just a launch plan.
It’s the foundation for your funnel, your org design, and your ability to scale, regardless of whether you’re targeting 10,000 self-serve sign ups or 100 enterprise deals.
Your GTM motion is the strategy that defines how you reach buyers, deliver value, and drive revenue, meaning that every organization should develop its own GTM strategy.
However, there are 6 key types of GTM motions that are shaping modern B2B growth today, each with its unique approach and components.
Let’s break them down one by one, covering real-world examples, key tactics, and when to use them.
GTM Motion
Sales Cycle
Buyer Type
Primary Channel
Best For
Product-Led
Short
End users / ICs
Product experience
High-volume, low-friction SaaS
Sales-Led
Long
Executives / Buying committees
Outbound sales
Complex or high-ACV deals
Community-Led
Medium
Advocates / Users
User communities
Products with strong network effects
Partner-Led
Medium-Long
Decision-makers via partners
Partner networks
Expanding into new markets or verticals
Inbound-Led
Medium
Self-educating buyers
SEO, content, ads, social media marketing
Products with strong search or education intent
Event-Led
Medium-Long
High-intent or relationship-driven
Live engagement
Building trust or launching big features
1. Product-Led Motion (PLG)
Let the product sell itself.
This motion puts the user experience front and center, removing friction, lowering the barrier to entry, and letting buyers discover value on their own terms.
Instead of pushing for a demo or booking a call, PLG focuses on building a product so intuitive and useful that users want to adopt it, share it, and upgrade.
Tactics include:
Free trials and freemium models - Let users get hands-on with the core value before committing.
In-app onboarding and tooltips - Help users hit key “aha” moments fast, without additional external guidance (e.g., incorporate helpful pop-ups, quick in-app interactive demos, etc.).
Usage-based pricing - Charge customers based on how much they actually use your product.
Viral sharing loops - Build features that naturally encourage users to invite others or share content (e.g., enable more users to collaborate on a project easily).
Product-qualified leads (PQLs) - Track product activity to spot and prioritize users most likely to convert.
Best for:
Low-friction, high-volume adoption.
Ideal for bottom-up SaaS products where time-to-value is short, users prefer self-discovery, and CAC efficiency matters.
Example:
Canva is a classic product‑led company with a freemium model.
Users can sign up for free and instantly start creating designs with templates, stock elements, and drag‑and‑drop tools.
As they grow or need advanced features like brand kits, premium graphics, or team collaboration tools, many naturally upgrade to Canva Pro without ever needing to talk to sales.
2. Sales-Led Motion
This is your classic GTM play: sales teams drive the motion from start to close.
Rather than letting users explore solo, this approach centres on building relationships, understanding complex needs, and guiding prospects through a structured sales journey.
It's all about trust, consultative selling, and high-touch experiences, especially when buying decisions involve multiple stakeholders and larger budgets.
Tactics include:
Outbound prospecting and demos - SDRs and AEs target key accounts, personalize outreach, and run discovery calls.
Active SDR and AE involvement and collab - SDRs qualify leads and warm them up for account execs, while AEs lead the deal, align on pain points, and build business cases.
Multi-threaded deal cycles - Engage multiple decision-makers across departments (e.g., instead of talking only to a single champion, talk to multiple stakeholders - like the Head of Sales, IT security leads, Finance, etc. - so each department’s needs and concerns are addressed, building consensus across the organization before closing the deal).
Enterprise onboarding and post-sale support - Provide white-glove implementation and comprehensive customer success services.
Best for:
High-ACV products, complex solutions, long sales cycles, or regulated industries.
Works best when buyers expect personalized attention or procurement processes require it.
Example:
Workday built its early GTM around enterprise selling, targeting CFOs and CHROs at large organizations.
This outbound approach helped them get in front of senior buyers early, build stronger relationships, and close larger deals - exactly what a sales-led GTM motion is built for.
3. Community-Led Motion
When your users are your biggest advocates, this is the motion that makes it scale.
Community-led GTM leverages real people, such as customers, fans, builders, etc., to create momentum, share knowledge, and build trust faster than any sales deck ever could.
Instead of marketing to your audience, you create space for them to market with you.
Growth happens through word-of-mouth, shared experiences, and mutual value.
Tactics include:
Customer Slack or Discord groups - Create places where users can connect, solve problems, and share use cases.
Peer-to-peer support forums - Tap into the power of collective knowledge.
Community-led events - Give members the spotlight and deepen engagement, allowing them to share their workflows and showcase real projects, giving the community a stage to learn from each other.
Recognition programs (champions, ambassadors) - Reward and elevate your most passionate users with perks such as early feature access, exclusive training, and public recognition, transforming them into visible brand advocates.
Community-generated templates, add-ons, or content - Let users contribute and extend the value of your product.
Best for:
Products that thrive on collaboration, education, or customization.
Especially effective for design tools, dev platforms, or any product where users naturally want to connect, share, and grow together.
Example:
Figma didn’t just build a design tool; it built a design movement.
Its community shares everything from UI kits to plugins, supports each other in real-time, and turns users into evangelists.
The result? A sticky, high-retention growth loop powered by the people who use the product.
4. Partner-Led Motion
Why go it alone when you can grow faster together?
Partner-led GTM uses strategic relationships - like resellers, consultants, tech integrations, and ecosystem partners - to reach new markets, boost credibility, and scale revenue without adding more headcount.
Instead of building every pipeline from scratch, you tap into partners who already have trust, access, and influence with your target buyers.
Tactics include:
Channel sales and value-added resellers (VARs) - Let partners sell your product as part of a broader solution (e.g., a consulting firm might resell your SaaS tool alongside onboarding and training services).
Tech integrations and ecosystem plays - Build joint offerings that make your product more valuable inside partner workflows (e.g., Slack’s integrations with Salesforce and Google Drive allow teams to work inside Slack while pulling in data or files from those platforms, making Slack more valuable within existing workflows).
Co-marketing and co-selling - Collaborate on content, webinars, or outbound campaigns targeting shared audiences.
Referral and affiliate programs - Incentivize warm intros or influence from trusted third parties (e.g., pay commissions to users who refer new users to your service).
Nearbound sales - Leverage your partners’ existing customer relationships to open doors faster (e.g., Snowflake partners with consulting firms like Deloitte, who already have deep relationships with enterprise clients; those firms introduce Snowflake into ongoing digital transformation projects, opening doors much faster than cold outreach).
Best for:
B2B companies expanding into new geographies, industries, or verticals, especially when those markets already have trusted players. Also ideal when your product enhances or extends another popular platform.
Example:
Shopify used a partner-led strategy to fuel its growth by building a massive ecosystem of app developers, agencies, and freelancers.
These partners helped merchants set up their stores, customize features, and integrate tools, making Shopify more accessible and sticky.
By empowering partners to add value and earn revenue, Shopify scaled its reach without having to sell directly into every market or niche.
5. Inbound-Led Motion
Instead of chasing buyers, inbound marketing brings them to you.
This motion is all about attracting the right audience through helpful content, strong SEO, and organic demand, so by the time a lead reaches out, they already trust your brand.
It’s a long game, but when done right, it creates a steady flow of qualified pipeline without burning out your sales team.
Tactics include:
SEO-optimized blogs and landing pages - Capture search intent and educate buyers early.
Webinars, ebooks, and templates - Offer value upfront in exchange for engagement or contact info.
Organic social media (e.g. LinkedIn) - Build awareness and nurture through thought leadership.
Email nurture sequences - Convert interest into action over time.
Free tools or calculators - Drive traffic while positioning your product as the solution.
Website lead generation - Capture, engage, and convert website visitors you attract with your content and other strategies.
Best for:
Companies with longer sales cycles, products that need education, or buyers who do their homework before ever talking to sales.
Great for building brand authority and compounding traffic over time.
Example:
Ahrefs became a powerhouse in SEO by practicing what they preach.
They built a library of in-depth blog posts, YouTube tutorials, and free tools, driving millions in organic traffic and turning content into one of their biggest revenue engines.
6. Event-Led Motion
Sometimes the fastest way to build trust is face-to-face.
Event-led GTM revolves around live interaction - virtual or in-person - to create deeper connections, showcase your product, and accelerate deals.
Whether it’s a packed webinar, a roundtable with decision-makers, or a major product launch, events give you a platform to drive urgency, educate your market, and engage high-intent buyers directly.
Tactics include:
Webinars and live demos - Educate and qualify leads at scale with interactive product showcases.
Field events and executive dinners - Build relationships in high-touch, invite-only settings.
Conferences and trade shows - Drive awareness and gather leads from targeted audiences.
Product launch events - Create momentum and press attention around key feature drops.
Best for:
Companies selling to buyers who value relationships, want to see the product in action, or need buy-in from multiple stakeholders.
Also powerful when entering new markets or launching big features.
Example:
Gainsight used its annual “Pulse” conference to turn customer success from a function into a movement.
The event became a flagship GTM channel, drawing thousands of practitioners, generating pipeline, and positioning Gainsight as the category leader.
What are the best GTM tools on the market for each GTM motion?
No matter which GTM motion you lead with - product-led, inbound, sales-driven, or partner-first - your tech stack plays a huge role in execution.
The right tools help you scale faster, personalize smarter, and automate what used to take entire teams.
Below, I’ve rounded up the best software options for each go-to-market motion, giving you a quick overview of each and a breakdown of key features that make it shine.
GTM Motion
Tool
Pricing
Inbound‑Led
Warmly
Free plan (up to 500 visitors). Paid tiers: Data Only ($599/mo or $5,000/year), Business ($19,000/year for 10k visitors or $45,000/year for 75k visitors), Enterprise (custom).
Product‑Led
Pocus
Pricing not published; contact sales for details.
Sales‑Led
Outreach
Six packages (Engage, Call, Meet, Deal, Forecast, Amplify). Pricing not published; contact sales for details.
Community‑Led
Circle
Professional ($89/mo billed annually), Business ($199/mo billed annually), Enterprise ($419/mo billed annually), Plus Branded App (custom). Optional Email Hub add‑on ($99/mo for 10,000 contacts).
Warmly is an AI-powered GTM platform built to engage, convert, and qualify your highest-intent inbound leads.
What started as a website visitor ID tool has evolved into a full suite of agentic AI features that run personalized chat, orchestrate outreach, trigger pop-ups, and more.
It’s built for inbound-first teams that want to turn passive traffic into an active pipeline without relying completely on human reps.
Standout features
Warm AI Chat - Delivers intelligent, on-brand conversations in real-time, guiding each visitor based on who they are, what they care about, and how ready they are to buy.
Warm Offers - Lets you launch no-code pop-ups that dynamically adjust content based on visitor identity and journey, creating hyper-targeted CTAs that convert.
AI Orchestrator - Acts as an AI SDR, triggering fully personalized sequences via email or LinkedIn to high-intent leads and booking meetings without rep involvement (try it on for size 👇).
AI-powered ICP discovery - Goes beyond firmographics to define your true ICP through AI-led research, then finds lookalike accounts ready to engage.
Real-time signal monitoring- Surfaces hot leads the moment they show intent, pulling from 10+ enrichment providers and intent data sources.
Lead routing & Slack alerts - Ensures the right rep gets notified at the right time with intelligent routing and real-time alerts for high-priority leads.
Pricing
Warmly offers a free plan that allows you to reveal up to 500 monthly visitors, set up ICP filters to quickly identify high-quality leads, and automate basic lead routing.
Data Only: Starts at $599/mo when billed monthly or $5,000 when billed annually, lets you identify up to 5,000 monthly visitors, first-party intent signals, alerts, and access to Warmly’s B2B prospecting database.
Business: Starts at $19,000/year for up to 10,000 visitors or $45,000/year for up to 75,000 visitors, which adds third and second-party signals, sales orchestration, AI Chat, and lead routing.
Enterprise: Custom pricing, custom number of visitors, which adds custom signals and warm calling.
2. Product-Led Motion - Pocus
Pocus is a dedicated platform for sales and PLG teams that transforms product usage into revenue-driving signals.
It bridges the gap between self-serve and sales-assisted motions, helping your GTM team detect PQLs early and take prompt, data-informed action without relying on engineering or manual spreadsheets.
Standout features
Usage triggers - Automatically detects meaningful in-product activity like feature usage or activation milestones to flag high-value users as PQLs .
Intent scoring - Evaluate engagement based on usage frequency and depth to prioritize which leads and accounts deserve immediate follow-up and upselling attempts.
Magic playbooks - Lets you create and launch playbooks to streamline PQL outreach directly from the platform.
Pricing
Pocus doesn’t publish its pricing details, so you’ll have to contact its sales team for more details.
3. Sales‑Led Motion - Outreach
Outreach is a top-tier sales engagement platform designed for enterprise teams managing complex, high-touch deals.
With features like AI-driven agents, multi-channel cadences, and real-time deal insights, it empowers reps to execute personalized outreach at scale and accelerate large, cross-functional deals, making it perfect for sales-led GTM.
Standout features
Advanced sequence automation - Lets you build and manage multi-channel cadences across emails, sales calls, and social, with branch logic for smooth, context-aware outreach.
AI revenue agents - Provide AI copilots for lead research, call summaries, next‑best‑action recommendations, and account forecasting.
AI forecasting & deal management - Delivers enhanced forecasting with trend visualization, risk detection, and deal health insights, all directly integrated with CRM pipelines.
Pricing
Outreach has six different product packages:
Engage: Includes email assistant, automations, CRM sync, templates, etc.
Call: Includes sales dialer, live sales monitoring, AI-powered call summary, etc.
Meet: Includes real-time call recording and transcription, AI-powered meeting assistant, automated summary and action items, etc.
Deal: Includes AI-powered deal assistant, deal health score, deal overview with activity history, etc.
Forecast: Includes AI projection, scenario planning, detailed dashboards, etc.
Amplify: New package, includes AI Revenue Agent (includes account and prospect enrichment & targeting and AI personalization & engagement), and will include several more AI agents (e.g., AI Deal Agent, AI Research Agent, and AI Conversation Agent).
However, the platform doesn’t publish prices for any of its packages, so you’ll have to contact its sales team.
Moreover, each package has distinct pricing, meaning the costs can easily add up if you want to use several of Outreach’s products.
4. Community‑Led Motion - Circle
Circle is an all-in-one community platform designed to help SaaS companies and creators build rich, on-brand community experiences.
It brings together structured spaces, live events, and member engagement tools, all under one roof.
Standout features
Structured spaces - Lets you easily create public, private, or secret channels to manage discussions, feedback, courses, and knowledge hubs with no code.
Member tiers & roles - Assign badges, ambassador status, or tiered access to recognize and reward top contributors.
Branding & custom domains - Apply your own logo, domain, and CSS styles for a completely on-brand experience.
Pricing
Circle offers a 14-day free trial on all plans, with no credit card required and the flexibility to cancel anytime.
There are four main paid tiers to choose from:
Professional: Starts at $89/month (billed annually), includes unlimited members, custom branding, discussion spaces, events, paid memberships, live streams, courses, gamification, and analytics.
Business: Starts at $199/month (billed annually), adds automation workflows, Headless Member API access, branded email notifications, content co-pilot, automated transcriptions, activity scores, and migration support for courses.
Enterprise: Starts at $419/month (billed annually), unlocks AI agents, unlimited workflows, SSO, advanced analytics, priority support, lower transaction fees, and a dedicated customer success team.
Plus Branded App: Custom pricing. Includes everything in Enterprise plus your own branded iOS and Android apps, in-app purchases, branded push notifications, and access to Circle’s in-house design team and launch specialists.
There’s also an optional add-on - Email Hub.
Its pricing starts at $99/month for up to 10,000 contacts, and it includes email broadcasts, contact forms, marketing automation, and segmentation, all built natively into your community platform.
5. Partner‑Led Motion - StructuredWeb
StructuredWeb is an enterprise-grade channel marketing automation platform built for vendors working through smaller resellers, VARs, and distributors.
It streamlines campaign syndication, funding, and performance at scale, empowering partners to launch co-branded, localized GTM campaigns with ease and consistency.
Standout features
One-click campaign syndication - Launch email, social, and event campaigns across your entire partner network, all from a central dashboard.
ChannelGPT AI content generator - Use generative AI to create localized, co-branded assets, such as emails, scripts, and landing pages based on your and your partners’ content libraries.
Analytics dashboard - Monitor content adoption, partner engagement, lead flow, and ROI with custom reporting across partner tiers and regions.
Pricing
StructuredWeb doesn’t disclose its pricing details.
You can contact its sales team or book a demo for more details.
6. Event‑Led Motion - RingCentral
RingCentral (formerly Hopin) is a comprehensive event platform designed for all kinds of customer and client communication services, including events.
It replicates the feel of real-world events online with a multi-area venue that includes stages, sessions, expo halls, and networking lounges, all manageable from a single dashboard.
Standout features
Multi‑area virtual venue - Host multiple stages, session rooms, virtual receptions, and expo booths in one cohesive event experience.
Interactive engagement tools - Fuel interaction with polls, Q&A, chat, emoji reactions, and gamification (like confetti), all managed natively.
Live analytics & reporting - Track attendees, session engagement, booth visits, speed-networking interactions, poll responses, and more in real time and via downloadable summary reports.
Pricing
When it comes to its event hosting features, RingCentral has three pricing plans:
Events Pro: Starts at $119/organizer/month, includes unlimited AI-powered webinars and virtual events, unlimited registrations, full virtual venue features (stages, sessions, expo booths), advanced registration and ticketing, detailed event analytics, and standard support.
Events Pro+: Starts at $239/organizer/month, adds onsite and hybrid event capabilities, access to 40+ event apps and 5+ MarTech integrations, single sign-on (SSO), and a dedicated customer success manager.
Events Enterprise: Starts at $359/organizer/month (billed annually). Includes all Pro+ features, plus lead retrieval tools, API access, assisted onboarding, and content hubs for enterprise-level events with tailored implementation.
The platform also offers a 30-day free trial of its Enterprise-tier features, including support for up to 10 organizers and 1,000 event registrations.
Can you blend different GTM motions?
You don’t have to pick just one GTM motion, and in most cases, you shouldn’t.
Modern GTM motions are rarely siloed.
The fastest-growing companies blend multiple strategies to meet buyers where they are, guide them through the funnel, and drive consistent, compounding growth.
The real magic happens when motions support each other.
Here’s how companies are combining GTM motions for more impact:
Product-Led + Sales-Led: Use PLG to drive bottom-up adoption and usage, then layer in sales to close larger deals, expand accounts, or navigate complex buyers who need a human touch.
Inbound-Led + Community-Led: Pull in high-intent traffic with educational content, then use a thriving customer community to increase retention, surface champions, and spark referrals.
Event-Led + Partner-Led: Co-host webinars or in-person events with ecosystem partners to extend your reach, share credibility, and engage buyers in high-trust settings.
And remember, blending motions isn’t about doing everything - it’s about aligning your go-to-market around how your buyers actually move.
That might mean starting PLG and layering sales later, or leading with outbound while community builds in the background.
The key is knowing which motions fuel the top of your funnel, which accelerate deals, and which create long-term loyalty, and designing your GTM system to connect them all.
Next steps: Build the GTM motion that actually works
The fastest-growing companies aren’t just picking a GTM motion - they’re designing one that fits how their buyers move, not how things used to work.
Sometimes that means going all-in on product-led growth.
Sometimes it means high-touch sales, community-driven trust, or co-marketing with partners.
But most often? It means blending the best parts of each into a motion that’s nimble, aligned, and built to scale.
So if your current motion feels disconnected, slow, or stuck in 2020, it’s time to rethink it.
Start by asking:
Where do your best buyers come from?
How do they want to engage?
And what’s getting in their way?
Then design a GTM system that answers those questions at every stage from first touch to closed deal.
Warmly helps teams build GTM motions that actually convert by turning anonymous traffic into pipeline, triggering personalized outreach, and surfacing high-intent buyers in real-time.
Want to see it in action?
Book a demo with our team today and start building the GTM motion that actually converts.
Are you wondering how AI is being used for RevOps in 2026?
In this article, I’ll go over the best AI use cases and the best tools on the market for revenue operations.
TL;DR
AI in RevOps automates complex workflows, delivers predictive insights, and unifies data across sales, marketing, and customer success.
The main benefits of AI in RevOps include hyper-accurate forecasting, automated data hygiene, proactive recommendations, and seamless team alignment.
Top use cases of AI in RevOps include automated lead scoring and prioritization, AI-driven outreach, dynamic prospect list building, personalized website engagement, sales forecasting, revenue leak detection, and real-time pipeline management.
The best AI software for RevOps in 2026 includes Warmly (signal-based orchestration and engagement), UnifyGTM (multi-source intent data and AI agents), Demandbase (AI-driven ABM and personalization), and 6sense (predictive analytics and segmentation).
Before we dive into the use cases and software, I wanted to go over how AI has been revolutionizing RevOps:
How has AI been revolutionizing RevOps in 2026?
AI has been revolutionizing RevOps by automating complex workflows, unlocking predictive insights, and unifying data across the revenue engine.
Before AI, when I started out in sales, we were struggling with spreadsheets, manual data entry, and gut‑feel forecasting.
Forecasts felt like educated guesses, and our team toggled between 10 tools just to find a single insight. We were constantly fighting data issues instead of driving growth.
With AI, all of that changes:
Without AIWith AIRevenue ForecastingGut‑feel projections based on manual spreadsheets; high variance.Hyper‑accurate forecasts using historical, market & real‑time pipeline signals.Data Hygiene & EnrichmentManual data entry, cleanup & duplication; frequent errors.Automated cleansing, deduplication & firmographic enrichment in real-time.Next‑Best‑ActionReactive playbooks; reps rely on intuition.Proactive recommendations for outreach timing, messaging & deal prioritization.Lead Scoring & RoutingStatic rules: leads are sorted by generic criteria.Dynamic scoring trained on behavior & engagement; automated routing to the right rep.Campaign OrchestrationManual segmentation, A/B tests & budget management.Autonomous campaigns with AI‑driven segmentation, continuous testing & budget reallocation.Revenue IntelligenceDisparate touchpoints; limited visibility into deal health.Unified conversation & activity analysis; real‑time risk detection and sales rep coaching.Team AlignmentSiloed sales, marketing & CS teams; misaligned goals.Unified data & insights across all functions; shared metrics driving cohesive revenue outcomes.
These innovations are driving better alignment between marketing, sales, and customer success to help you reduce churn, accelerate deal cycles, and help you close more deals.
What are the benefits of using AI for RevOps?
The main benefits of using AI for RevOps include:
Better forecasting accuracy: AI is capable of analyzing vast datasets to identify patterns and predict revenue outcomes with higher precision than manual methods.
Data-driven insights: Machine learning uncovers hidden trends and correlations so you can make smarter decisions (e.g., you identified underserved segments and boosted sales by 15%).
Process automation: Routine tasks like lead scoring, data cleansing, and report generation are automated, so you can focus on strategic initiatives.
Optimized pipeline management: AI continuously monitors deal health and recommends actions to advance stalled opportunities or mitigate churn risks.
Personalized on-site engagement: You can tailor outreach and content to different website visitors based on their firmographic data with AI sales chatbots (more on that later).
Automated outreach: AI sales agents are now capable of engaging prospects with personalized, context-aware messaging across email, chat, and social to scale outreach without having to hire more sales reps.
What are the 8 best use cases of AI for RevOps?
Here are the 8 use cases of AI for RevOps that I’ve seen work best in the industry: 👇
#1: Automated lead scoring and prioritization
My #1 way to use AI for RevOps is to score leads and prioritize them based on their potential to become paying users for my software.
Automated lead scoring and prioritization uses AI to evaluate and rank leads based on their likelihood to convert, so your team can focus on the most promising prospects first.
The technology takes into consideration:
The buying intent of the leads (e.g., are they in the market for a solution like yours?).
The topics they are actively researching.
The pages on your website that they’re looking at.
How do they fit within your ICP?
For example, Warmly offers RevOps teams information on different client accounts, including their ICP-fit score, trend, intent signals, and research intent.
With intent-based scoring, your reps can:
Surface hot leads in real-time.
Trigger the right initial outreach and follow-up sequences automatically (more on sales automation later).
Shorten sales cycles by catching prospects while buying interest is high.
Reduce time wasted on low-intent or unqualified prospects.
This is where Warmly (that’s us) makes the difference by combining CRM data, data from 10+ data enrichment providers, and live buyer signals to help you build continuously updated lead scores that reflect buyer readiness.
The way it works is that hot leads are routed to sales with Slack alerts and automatic CRM syncs, so your team can engage them at the right moment.
#2: Automated email and outreach
Next up, your RevOps team can leverage AI to automatically reach out to your warm prospects based on pre-determined criteria that you can set.
Here’s a workflow that we have been working on with 11x’s sales agents to create:
Instead of your human team manually reaching out to prospects after identifying them with visitor identification software like Warmly, 11x’s AI SDR uses Warmly’s warm lead data to prioritise contacts based on intent signals, such as:
Website activity (e.g., visited your pricing page).
Chatbot interactions.
Research intent.
Email engagement.
Recorded sales activity in your sales CRM.
And then automatically reach out to them for you.
Here’s what the process looks like:
Warmly de-anonymizes your site visitors (both companies and contacts so the outreach can be more targeted).
Our software filters prospects based on intent signals and any existing segmentation rules that you’ve set up in your account.
The leads are then funnelled to the outreach path based on their intent.
➡️ We prefer using this workflow for the warm leads, not cold or hot leads.
This workflow can also be customized. You can use segments to narrow down your leads to people who’ve fulfilled specific intent signals.
For example, you can create an AI SDR campaign for leads who have researched your competitors or buyers who have already interacted with your website’s AI chat.
Your sales team will be able to focus on nurturing high-priority leads by leaving the legwork to 11x’s AI SDRs.
Book a demo to find out more about this sales workflow that can book you meetings with qualified leads on autopilot using intent data.
#3: Building prospect lists
Your sales team can leverage AI to build targeted prospect lists that are based on your ICP.
In the context of RevOps, that includes using machine learning to automatically identify, enrich, and qualify leads that match your ICP by analyzing firmographics, behavior, and intent signals across multiple data sources.
Tools like Clay pull data from 50+ sources (like Apollo, and Hunter) and let you build dynamic prospect lists enriched with real-time company and contact data.
You can even use OpenAI directly inside Clay’s AI prospecting tool to personalize outreach at scale — for example, generate custom intros based on recent job changes or shared interests.
#4: Personalized website engagement (Chatbot)
You can set up an autonomous sales chatbot that can engage with high-intent and target accounts visiting your website, even when your sales team is not around.
The beauty of these AI-powered chatbots is that you can customize how you want them to interact and in what scenarios they should interact.
For example, Warmly’s AI chatbot for RevOps teams can be customized to run:
For specific target audiences (e.g., company size <100).
With a condition, such as prospects being on the Pricing page.
The specific message you want it to start with, and then the routing rules.
Today’s intelligent chat systems do more than just answer frequently asked questions (like you’d see in the customer support of an airline).
They can adapt in real-time based on who’s visiting your site, where they came from, what pages they’ve viewed, and what their intent might be.
Instead of pushing each buyer through the same chatbot funnel, they can personalize the conversation by:
Greeting returning prospects by name.
Surfacing relevant content, such as case studies.
Offering to book a demo when the timing’s right, such as when they’re visiting your pricing page.
That kind of real-time, contextual awareness is exactly what turns anonymous traffic into meetings booked.
Warmly’s AI chat can be trained on your company’s actual messaging, so it sounds like your sales team.
It also knows your ICPs, monitors Warm Intent Signals, and adjusts its responses accordingly.
This way, if a lead from a closed-lost deal revisits your site, it can say “Welcome back.”
And if a high-fit account shows interest in pricing, it can immediately offer to schedule a demo, with no human intervention required.
Our AI Chat comes with an extra twist: your human reps can jump into the conversation with high-value leads when things start getting hot.
➡️ This is what Kandji did to book 2 meetings with hot prospects in about 8 minutes.
#5: Setting up lead workflows and nurture sequences
Setting up lead workflows and nurturing sequences includes creating dynamic, automated journeys that adapt in real-time to each lead’s behavior, intent, and engagement level.
This ensures that every prospect gets the right message, at the right time, through the right channel.
Instead of static email drips (that we did in 2015), AI monitors activity like page visits, email clicks, or CRM updates, and automatically triggers personalized follow-ups, messages, or handoffs to sales based on readiness to buy.
➡️ This keeps your pipeline warm and active without manual oversight.
As leads interact with your content, site, and ads, Warmly’s software detects their intent level and routes them into tailored email and/or campaigns.
Each message or connection request the Orchestrator sends will be perfectly tailored to every prospect’s journey stage, previous interactions, and behavioral signals, making your messaging more relevant and personalized across levels.
#6: Sales forecasting
Sales forecasting in the context of RevOps uses machine learning to analyze historical CRM data, deal trends, rep behavior, and buyer signals to accurately predict future revenue and deal outcomes — far more reliably than traditional spreadsheet-based forecasting.
The way it works is that it continuously updates forecasts in real-time as new data comes in, flags at-risk deals, and surfaces early indicators of pipeline gaps or missed quotas.
Tools like Gong Forecast combine CRM data with conversation intelligence, tracking over 300 signals (like deal momentum, email silence, or decision-maker engagement) to deliver highly accurate forecasts and help teams hit their number with confidence.
The tool can alert your sales reps when a deal is close to being lost and highlight potential causes to help your human reps address them on time.
#7: Revenue leak detection and prevention
AI can proactively detect revenue leaks by identifying breakdowns or inefficiencies across your funnel, from misrouted leads to stalled deals, unbilled renewals, or pricing inconsistencies.
It continuously monitors CRM activity, contract data, pipeline stages, and billing systems to surface hidden issues before they impact revenue.
For RevOps leaders, this means catching errors you didn’t know existed: forgotten follow-ups, misaligned quota allocations, or even churn risks due to unmet SLAs.
This kind of intelligent alerting creates transparency across the revenue engine, helping teams fix leaks fast and improve revenue attainment quarter over quarter.
Tools like Clari offer this kind of functionality — for example, it can flag “deal slippage” when a high-value opportunity consistently moves from one quarter to the next, or warn when renewal opportunities go untouched for too long.
➡️ For example, Clari’s Revenue Leak Detection module uses AI to identify pipeline gaps like neglected renewals, under-engaged reps, or coverage blind spots.
Learn more about it here from their team:
#8: Warm offers
Last but not least, you can incorporate dynamic offers on your website to present to your visitors instead of static banners or generic "Book a Demo" buttons.
For example, Warmly’s Warm Offers trigger context-aware popups, CTAs, or messages based on buyer behavior, company data, and intent signals.
Our dynamic offers take into account who the visitor is, what pages they’ve viewed, and where they are in the buying journey.
Imagine the following two scenarios:
There’s a returning decision-maker from a target account now browsing your pricing page. The tool triggers a time-sensitive demo offer.
On the other hand, a first-time visitor from a lower-fit company sees a relevant case study.
This increases conversion rates by meeting prospects with the right message at the right time, all without manual intervention from your team.
The result? No more interruptive, one-size-fits-all CTAs. Every visitor sees a relevant offer.
RevOps teams can build these pop-ups in seconds with a no-code editor, easily segment audiences, and sync all activity directly with their CRM.
Performance is tracked automatically, so you’re not guessing what works - your team is already doubling down on what converts.
The 4 best AI tools for RevOps in 2026 to level up your sales motion
Here’s a breakdown of the 4 best AI tools for RevOps in 2026:
ToolUse CasePriceWarmlySignal-based revenue orchestration: lead scoring, AI SDR, chat, and live lead engagement.Free plan (500 visitors); Data Only: $599/mo; Business: from $19,000/yr; Enterprise: Custom pricing.UnifyGTMMulti-source intent data with AI agents and automated outbound workflows.Growth: $700/mo; Pro & Enterprise: Custom pricing; Credit-based usage for reveals & enrichment.DemandbaseAI-driven ABM platform for personalized ads, web experiences, and GTM alignment.Custom pricing (platform + per-user fees).6senseAI-powered ABM platform for intent-based targeting, predictive analytics, and segmentation.Free plan (50 credits); Team, Growth, Enterprise: Custom pricing; Avg. cost: ~$123,711/year (Vendr).
#1: Warmly
Warmly offers the best AI tool for RevOps teams as it provides you with automated lead scoring, best-in-class sales automation, a smart sales chatbot and AI SDR.
Our software helps you identify your warmest leads and reach out to them immediately with our engagement features.
Every identified lead is enriched with granular B2B data that helps your sales reps determine which of them fit your ICP profile and tailor their approach accordingly, including:
Contact details (company and personal names, email addresses, profiles, phone numbers, etc.).
Firmographics (location, industry, size, etc.).
Technographics (the technology and software a company primarily uses).
CRM data (past interactions with your reps, won and lost deals, former champions, etc.).
However, that’s not everything.
Warmly also tracks intent data, translating it into actionable insights your sales team can leverage to detect leads most likely to convert right now.
Warmly detects several types of intent data, such as:
First-party intent: This includes intent signals that the leads left in your channels (website, app, etc.), such as website visits, the specific pages they visited, time spent on high-intent pages, recurring visits, etc.
Second-party signals: These come from monitoring for things like job change intent, new funding rounds, etc.
Third-party intent: This includes the intent signals your leads left across the web, such as web searches that include keywords relevant to your product, visits to competitors’ websites or interactions with their ads, etc.
But why is this so important?
With intent data, your SDRs can identify and prioritize your hottest leads from the start instead of wasting their efforts on cold or low-value leads.
Feel free to check out our product walkthrough to learn more about Warmly’s features in use:
Feature #2: Sales automation
Warmly has several automation features to help you put essential sales operations on autopilot and ensure that no high-value lead is missed again.
Firstly, the Orchestrator lets you streamline and email outreach by automatically adding high-intent leads to specific sequences.
Our tool lets you set up all the essential parameters, enabling you to completely customize it to fit your needs, goals, and target market, including:
Specify the trigger that sets the sequence in motion (e.g., a visitor goes to a high-intent page, such as pricing).
Define the criteria the visitor needs to meet to be targeted (e.g., company size, industry, job role).
Set up the frequency at which you want the workflows to run and the maximum number of people targeted in a single account.
Decide what action you want the Orchestrator to take (e.g., sending a contextual email, personalized DM, or connection request).
Then there’s the AI Chat that leverages the power of AI to engage high-intent leads on your website by:
Asking them qualifying questions.
Answering their queries.
Booking meetings.
Offering relevant collaterals, etc.
The AI that powers AI Chat is fully trainable, meaning you can tailor it to your specific brand tone of voice and other requirements.
Finally, Warmly’s automated alerts notify sales reps via Slack whenever a high-intent lead lands on your website or takes a high-intent action. This significantly shortens the time to lead, increasing your chances of getting more conversions.
Note: On Warmly’s Business plan and above, you can also automate lead routing using the round-robin method or set up any other criteria by which you want leads to be distributed.
Feature #3: Personalized outbound
Warmly has two types of tools for sales outbound - AI SDR and AI Copilots.
Our platform continuously monitors website traffic to identify visitors who show buying intent.
The way it works is that the AI agent detects intent by pulling and analyzing various data, such as firmographics, contact details, and behavioral insights like pages visited, time spent on-site, interactions with competitors’ content, etc.
Once a visitor on your website is identified as high-intent, Warmly's AI SDR initiates personalized outreach through email, or chat, ensuring the messaging is perfectly tailored to the visitor's behavior and profile.
After this, the AI SDR takes care of follow-ups to further nurture the leads and guide them down your sales funnel.
At the same time, Warmly’s AI Copilots assist your sales reps by:
Looping in your human reps when it comes to interactions with the warmest leads.
Providing your team with real-time insights and recommendations so your reps reach out to the highest-value leads at the best time, and so they do the right thing to convert them.
Feature #4: Live lead engagement
Warmly has another trick up its sleeve against other tools on the market for users who want to make the most of the traction gained by the intent insights the platform uncovers.
Namely, Warmly lets you engage your leads in a live video call while they’re still on your website.
When you go to the “Warm Calls” section of Warmly’s dashboard, you can see who’s visiting your website and monitor their sessions in real-time.
Once your reps assess the time is right, they can hop on a video call straight from Warmly’s dashboard.
As any sales rep knows, nothing can help you close more deals than one-on-one meetings, so make sure to make the most of them.
Note: The Live Video Chat feature is available only on Warmly’s Enterprise plan.
Try it out here:
Pricing
Warmly has a free forever plan that allows you to identify up to 500 companies and individuals visiting your website per month.
In addition to that, you can set up ICP filters to quickly identify high-quality leads and automate basic lead routing.
However, you wouldn’t get access to the AI sales agent capability with 11x on the free tier.
There are three paid tiers to choose from to access the AI sales agent:
Data Only: Starts at $599/month when billed monthly, and includes unlimited seats, 5,000 monthly visitors revealed, first-party intent signals, alerts, and access to Warmly’s prospecting database.
Business: Starts at $19,000/year for up to 10,000 visitors or $45,000/year for up to 75,000 visitors, which includes second-party signals, sales orchestration, and lead routing.
Enterprise: Custom pricing, which lets you identify a custom number of visitors, includes everything in Business, plus custom signals and warm calling.
#2: UnifyGTM
Best for: Accessing multiple intent data sources and combining them with AI agents.
UnifyGTM offers a visitor identification platform that helps RevOps teams drive pipeline by giving them access to multiple intent data sources, AI, and automation.
The platform is ideal for brands looking for an all-in-one solution for warm outbound.
Features
Get access to 10+ data sources to identify when buyers are ready to book a demo, featuring 1st and 3rd party signals.
Automated plays that help you craft custom prospecting, enrichment, AI research, and sequencing workflows that run on autopilot.
Multi-touch sequences that let you reach leads where they are by sending them personalized messages with managed deliverability.
UnifyGTM’s AI Agent can help you scale account research and personalized messaging on your website. The tool can scrape websites, Google and CRM data to engage with your buyers.
Pricing
UnifyGTM offers a tiered subscription pricing as well as a credit-based system for using the platform’s features to reveal companies, phone numbers, and email addresses:
Growth: $700/month when billed annually, which gives you access to 30,000 credits, 2 Active Plays, 3 platform users, 1 email-sending user, and 5 Unify managed inboxes.
Pro: Custom pricing, which gives you access to 100,000 credits, unlimited Plays, 5 platform users, 2 email-sending users, and a white glove onboarding experience.
Enterprise: Custom pricing, which gives you access to 200,000 credits, 10 platform users, 5 email-sending users, and SSO.
It’s possible to purchase credits separately if you run out of credits in your existing paid plan.
UnifyGTM’s credit-based system charges you:
0.1 credit for each revealed company per month.
2 credits for each B2B email you reveal per month.
4 credits for each mobile phone number you reveal per month.
1 credit per B2B champion tracked per month.
5 credits per new hire per month.
➡️ Feel free to check out our comprehensive UnifyGTM pricing guide to figure out if the tool is the right option for you.
#3: Demandbase
Best for: Identifying and targeting the right buyers with the right message to support ABM campaigns.
Demandbase offers a sales intelligence platform built for ABM teams, which has a wide range of features designed for RevOps teams.
It’s a viable platform for larger companies looking to retarget prospects at scale with relevant messages and provide leads with a personalized website experience.
Features
Account-based marketing orchestration: You can create customizable workflows aimed at specific accounts/audience segments.
Ad targeting options: Display personalized ads to high-value accounts.
Real-time website personalization: Leverage buying intent and B2B data to provide each target account with a tailored web experience, including everything from messaging and images to offers and CTAs.
Agentbase: A system of connected AI agents for total GTM alignment.
Pricing
Demandbase does not include its pricing, so you’d have to contact their team to get a quote.
➡️ The only thing revealed on its website is that its pricing model includes a platform fee that covers all the essential services and a flat user fee.
#4: 6sense
Best for: Identifying accounts on your website that your team can reach out to.
6sense offers an AI-powered ABM solution that combines B2B data with intent signals to automate your ABM workflows.
The solution lets you identify surging accounts that are most likely to buy, so your human sales reps can react in time.
Features
The platform tracks and gives you exposure to 65M+ companies, 600M+ buyer profiles, and 35K+ industries.
Detects buyer intent and connects it with the rest of the lead’s customer journey so you can recognize leads most likely to convert based on their level of intent.
AI-powered predictive analytics that’s capable of predicting prospects to prioritize in advance.
Dynamic audience building: 6sense provides you with 80+ segmentation filters that let you define your ICP and identify the accounts that best fit it.
➡️ Feel free to check out our in-depth 6sense review that goes over the platform in greater detail.
Pricing
6sense has a free plan that provides access to 50 credits/month, Buyer Discovery features, access to contact and company data, alerts, and list management functionality with a Chrome extension.
To get more out of the software, you’d need to be on one of their three paid tiers:
Team: Custom pricing, which gives you access to technographics, psychographics, access to Web, CRM, and SEP Apps, and the ability to add to CRM/SEP, and dashboards.
Growth: Custom pricing, which adds 6sense intent (keywords), 3rd party intent, corporate hierarchy, and the tool’s prioritization dashboards.
Enterprise: Custom pricing, which adds the platform’s predictive AI model, AI-recommended actions, and CRM & MAP activity.
Even though 6sense does not disclose its pricing on the website, I found 3rd-party data from Vendr that claims that the average 6sense contract value is $123,711 per year.
💡 Also, check out our comprehensive 6sense pricing guide, which covers the tool’s pricing structure in more detail and aims to answer whether the tool is worth it.
What have historically been RevOps challenges that AI has been able to resolve?
AI has helped RevOps teams overcome several longstanding challenges by automating workflows, uncovering insights, and aligning GTM:
Data silos & inconsistent reporting: Back in the day, data lived in disconnected systems (CRM, marketing automation, customer support), leading to inconsistent reports, duplicate records, and blind spots.
Poor forecast accuracy: Forecasting relied on subjective rep inputs and gut feel, often leading to inaccurate revenue predictions.
Lead scoring & prioritization: Manual or rule-based lead scoring often fails to reflect actual buyer intent or quality, wasting sales time on unqualified leads.
Misalignment between sales, marketing & customer success: Departments had different KPIs, tech stacks, and customer views, hurting handoffs and customer experience.
Next Steps: Automatically engage ICP-fit leads with Warmly’s automation capabilities
From pre-qualifying website visitors and answering technical questions to booking meetings while your reps are sleeping, you can level up your RevOps motion with the AI tools for RevOps we went over.
But not all AI-powered RevOps software is created equal. Some excel at personalization, while others are built for multichannel campaigns.
And a few, such as Warmly, do it all.
If your sales team is serious about scaling outbound and nurturing inbound without burning out your team or having to hire more sales reps, Warmly is one of the smartest, most intent-driven sales platforms out there.
For example, our AI sales chat engages leads the moment they land on your site, and hands off warm conversations to your team at just the right time.
Here’s what else you’ll get by signing up for Warmly:
The ability to identify potential buyers by tracking their interactions with your website and getting insights into their interest level.
A wide range of accurate prospect contact details directly from the Coldly database, helping you reach out to the right people.
Simplify your meeting process with automatic meeting scheduling that removes the back-and-forth, ensuring a frictionless booking experience.
Send leads to the right salesperson automatically and notify them via Slack if a high-intent lead is active on your website.
A Bombora integration that helps you proactively reach out to your warm leads and track who’s researching terms relevant to your product and brand, and get in front of them before your competitors do.
Automate the search for high-potential prospects using AI technology, ensuring your sales team focuses on the right opportunities.
Sign up for Warmly’s free plan and find out how it can fill your pipeline with qualified leads (the setup takes a few minutes), or book a live demo to see it in action first.
AI Email Marketing: How To Use It In 2026? - Want to improve open, reply, and click-through rates? AI can help you master the art of email marketing - find out how to leverage it for optimal results.
GTM Strategy & Planning: From 0 To Pipeline In 2026
Time to read
Chris Miller
Old-school GTM playbooks are cracking under pressure.
Static plans, siloed teams, and long cycles don’t cut it in today’s speed-first, AI-fueled world.
If you want to break into a market and convert interest into pipeline, you need a go-to-market strategy built for how buyers actually move in 2026.
In this guide, I’ll walk you through how to build a modern GTM motion from scratch: from zero clarity to full-funnel visibility.
Whether you're launching a new product, entering a new market, or rethinking how you align sales and marketing, this isn't just theory.
It’s a practical, revenue-focused approach designed for teams who want to move fast and win smarter.
I’ll break down what GTM strategy really means today and teach you how to build a successful GTM strategy that will help you go from launch to pipeline to real revenue in no time.
TL;DR:
GTM in 2026 is fast, flexible, and AI-powered - The old static playbooks no longer work. Modern GTM strategies are dynamic systems that evolve with buyer behavior and connect product, marketing, sales, and RevOps in real time.
Start with ICP clarity and real buyer pain - Successful GTM starts by defining your ideal customers based on live signals, understanding the real problems they face, and building messaging that speaks directly to those pain points.
Match your GTM motion to how buyers actually buy - Whether sales-led, PLG, hybrid, or partner-driven, your approach should align with buyer expectations, not your internal structure.
Fuel demand with smart orchestration, not spray-and-pray - Combine inbound, outbound, website, and ad tactics powered by behavioral data to meet buyers where they are and guide them through the journey.
AI is now the GTM multiplier - From AI SDRs to predictive targeting, companies using AI to detect signals, automate outreach, and personalize touchpoints are moving faster and closing more pipeline.
Let’s dive in!
What is a GTM strategy?
A GTM strategy is your action plan for launching and selling a product in a specific market successfully.
But today, it’s no longer just about drafting personas, picking a few channels, and hoping for the best.
A modern GTM strategy is a connected, cross-functional approach that aligns your product, marketing, sales, and customer success teams around one goal: generating real pipeline from day one.
At its core, a GTM strategy answers four critical questions:
Who are we targeting, and what pain do they feel?
What are we offering, and how does it solve that pain uniquely?
Where will we reach them, and how do they want to buy?
How do we drive demand, convert interest, and turn it into revenue?
Done right, your GTM strategy doesn’t just help you launch.
It helps you learn, iterate, and scale.
And remember, GTM strategy is not a one-and-done doc.
It’s a living system that connects insight to execution across the funnel.
What are the elements of a good GTM plan?
When crafting a good GTM plan, it’s important to understand that it isn’t just a checklist - it’s a growth engine.
One that turns strategy into action, and action into a measurable pipeline.
So, here’s what the best-performing GTM plans include in 2026:
1. Clear ICP and segmentation
Who are you actually targeting - and who are you not?
Strong GTM starts with knowing your ideal customer profile, segmenting by behavior and intent, and avoiding the trap of trying to market to “everyone.”
2. Compelling value prop and positioning
Why should they care?
Your messaging needs to hit real pain, differentiate you fast, and speak to your buyer’s priorities, not just explain product features.
3. Multi-channel demand strategy
Great GTM plans don’t pick one channel and pray.
They combine inbound + outbound + partner + product-led motions that match where the buyer is in their journey.
4. Sales strategy that matches how buyers buy
Are you self-serve? Enterprise field sales? PLG with assisted conversion?
Your GTM needs to match sales motion to product complexity and deal size.
5. Revenue goals, signals, and feedback loops
A GTM plan without pipeline targets, key metrics, and real-time insights is just a deck.
You need goals, a way to track what’s working, and a process to double down (or course correct) fast.
6. Cross-functional ownership
The best GTM strategies break silos.
Marketing, sales, product, and RevOps need to work from the same playbook and look at the same data.
The bottom line is that a good GTM plan is focused, flexible, and aligned.
And it’s not about launching with fanfare - it’s about launching with traction and consideration of all relevant factors.
How to build a GTM strategy in 2026 (Step-by-step guide)
When it comes to building a successful GTM strategy, the first thing you should do is forget bloated slide decks and vague templates.
In 2026, building a go-to-market strategy means building a system: one that connects your audience, message, motion, and metrics from day one.
Here’s your no-fluff, 10-step playbook to go from zero to revenue.
Step 1: Nail your ICP, then segment deeper
Most GTM strategies start with basic firmographics: company size, industry, region.
But in 2026, that’s not nearly enough.
To actually generate pipeline, you need to know who’s most likely to buy and why.
That means going far beyond surface-level data and building a living, breathing ICP based on behavior, buying signals, and real outcomes.
It analyzes your best customers to surface what actually makes them high-fit: things like product engagement, social activity, recent funding, job changes, and more.
Example: Let’s say your best customers are Series B HR tech companies with new heads of RevOps, high demo-to-close rates, and active hiring activity.
Warmly uses that pattern to find net new accounts and people that match, so you’re not guessing who to target.
From there, you can instantly turn those insights into intelligent segments - highly specific audiences built for nurture sequences, outbound plays, or personalized ad campaigns.
With real-time signal monitoring, you’ll always know when an account fitting your ICP shows intent, changes jobs, or lands on your pricing page.
No more static ICPs. You evolve your targeting as your market evolves.
Pro tip: Don’t just build one ICP.
Use Warmly to map your TAM into micro-segments, like expansion-ready accounts, net new logo targets, or churn-risk deals, and customize your outreach accordingly.
Step 2: Define the problem you solve
The fastest way to fail at go-to-market?
Launching with a product-first mindset.
In 2026, the best GTM teams don’t lead with features; they lead with problems.
Why? Because buyers don’t care what your product does until they believe it can fix something that matters to them.
So before you map campaigns or write a single line of copy, get crystal clear on this:
What pain are you solving?
Who feels it the most?
Why is it urgent right now?
And how does your solution solve it better than any alternative?
This isn’t just positioning - it’s GTM fuel.
Because once you define the problem, everything else gets sharper: your messaging, your sales talk tracks, your ad hooks, your demos, your entire journey.
Here’s a simple framework to get aligned as a team:
“Our buyers are stuck with [pain]. It’s costing them [consequence].
Until now, their only options were [ineffective solutions].
We solve this with [your unique approach], so they can finally [desired outcome].”
If you can’t fill in those blanks, pause. You’re not ready to launch.
Warmly helps here too because defining the problem isn't a one-time workshop.
It’s a feedback loop.
By monitoring live signals, such as web behavior, product interactions, and social media interactions, Warmly helps you see what your audience actually cares about.
What they search. What pages do they visit? What topics do they engage with?
This kind of insight tells you exactly which pain points are resonating, and which ones aren’t landing.
So you can adjust your GTM narrative before you waste a quarter pushing the wrong story.
Remember - a good GTM strategy doesn’t just describe the problem.
It proves you understand it better than anyone else in the market.
Step 3: Craft a value prop that sells
Once you’ve defined the problem, your next job is to show up with a solution that buyers actually want.
That’s where your value proposition comes in.
And let’s be clear: in 2026, a good value prop isn’t a fluffy slogan or a “mission statement.”
It’s a sharp, specific, and immediately relevant promise of value.
Great value props do three things fast:
Show you understand the buyer’s world.
Explain how you solve their specific pain.
Connect that solution to a real business outcome.
Here’s a simple format I love:
“We help [ICP] solve [pain] by [solution], so they can [impact].”
For example:
We help B2B sales teams stop wasting time on cold prospects by using AI to prioritize real buying signals, so they can book more meetings, faster.
The more focused, the better.
You’re not trying to impress everyone. You’re trying to immediately resonate with the right ones.
This is also where Warmly helps teams tighten their narrative with its live signal monitoring.
This allows you to see exactly what your ideal buyers are engaging with across channels - on your site, in your product, on social media.
That insight helps you pinpoint which parts of your value prop are resonating (and which aren’t), so you can tweak in real-time.
For instance:
Got a spike in demo conversions after testing “speed to lead” messaging? Double down.
Seeing high bounce rates on “all-in-one” headlines? Time to sharpen the story.
And once you’ve got a winner?
Warmly makes it easy to personalize your messaging at scale - by persona, vertical, or funnel stage - so your best-performing value prop hits exactly where it matters most.
Step 4: Validate your messaging fast
A lot of teams spend months refining messaging internally… only to launch and hear crickets.
Here’s the hard truth: your GTM strategy lives or dies by how fast you validate (or kill) your assumptions.
That includes messaging.
The smartest teams today treat messaging like a product: launch it, test it, measure response, iterate fast.
Don’t wait until the full campaign is live. Test it in-market now.
Here’s how:
Run headline and value prop tests via outbound emails, LinkedIn ads, or landing pages.
Use live sales conversations to A/B test talk tracks and objection handling.
Watch buyer behavior, such as clicks, replies, and demo bookings, to see what resonates.
Pro tip: If a message doesn’t trigger curiosity, emotion, or action in the first five seconds, it’s not ready.
Step 5: Pick the right GTM motion
You’ve got your ICP. Your problem is clear. Your messaging is sharp.
Now it’s time to decide how you’re going to reach and convert your buyers.
Your GTM motion is the engine behind your entire strategy.
And today, one-size-fits-all doesn't exist.
The best teams tailor their approach to how their buyers actually want to buy.
Here are the four core GTM motions, and how to think about them:
1. Sales-led
Best for: Complex products, large deal sizes, or multiple stakeholders
Use this when your buyers expect to speak with a rep before making a decision.
This motion leans heavily on SDRs, AEs, and demos.
Warmly can help with this, too, as it doesn’t just automate outreach - it orchestrates smarter human conversations.
When a high-intent lead lands on your site, Warm Chat engages instantly and notifies your reps when the lead shows high intent, allowing them to jump into live chat sessions at exactly the right moment.
And if the conversation heats up? The chat can transition straight into a face-to-face video call from Warmly’s dashboard - no scheduling dance required.
Moreover, Warmly’s AI assistants will provide reps with all they need to know about the lead - their key interests, pain points, previous interactions, preferred communication approach, etc., helping each rep nail every call.
Example: A B2B cybersecurity platform selling into large financial institutions uses a sales-led motion.
Here, deals require legal review, technical validation, and executive buy-in, so SDRs must initiate contact, AEs run tailored demos, and SEs join technical deep dives.
And Warmly can help by alerting reps when a decision-maker from a target account lands on the site and provides tailored insights to help them open with the perfect hook.
2. Product-led (PLG)
Best for: Tools that can show value fast via free trials or freemium
Here, you let the product sell itself.
This motion relies on a seamless onboarding experience and fast time-to-value.
Example: A SaaS tool for solo creators offers a freemium plan with instant access.
Users can sign up, explore features, and unlock value in minutes, with no sales rep involved.
The product is intuitive, sticky, and designed specifically to convert users organically into paid customers.
3. Hybrid (PLG + sales assist)
Best for: Mid-market, where buyers want to try but still expect support
Think of this as self-serve with a side of human.
Buyers explore solo, but can raise their hand or accept outreach once they hit a certain threshold.
Example: A project management platform targets SMBs and mid-market teams.
Buyers start with a self-serve free trial, and once they reach a certain usage threshold, they’re offered the chance to connect with a rep.
This approach blends autonomy with human guidance at the right moment.
4. Partner-led
Best for: Ecosystem-heavy categories, channel distribution, or hard-to-reach buyers
Instead of reaching customers directly, you go through someone they already trust.
Example: A compliance software company targets hospitals and healthcare providers but primarily sells through large EMR vendors.
Instead of selling directly, they co-market with partners, embed into their ecosystems, and close deals through trusted third-party recommendations.
Pro tip: You don’t have to pick just one.
Many modern GTM strategies use a mix, like PLG for activation, sales-assist for expansion, and partners for enterprise reach.
But whichever route you choose, make sure it’s built around how your buyers want to buy, not how you want to sell.
Because in today’s market, forcing buyers into the wrong motion doesn’t just slow you down.
It sends them to a competitor who gets it.
Step 6: Design your demand engine
If your GTM motion is the vehicle, your demand engine is the fuel.
And building that engine means going way beyond lead forms and monthly blog posts.
You need a dynamic, multi-channel strategy that meets buyers where they are, before they raise their hand.
Demand acceleration (moving them to a decision faster).
Here’s what a modern demand engine looks like:
1. Inbound and content play that educate and attract
SEO content, thought leadership, webinars, product explainers, and short-form video.
Think less “corporate blog,” more “insight that earns trust.”
For example, you can use Warmly’s signal data to uncover the topics your ICP is actually searching, reading, and reacting to, and then create content that maps to their journey, not your internal assumptions.
2. Outbound that’s personalized, timely, and scalable
Spray-and-pray is dead.
Your outbound needs to hit with relevance - the right person, the right moment, the right message.
Warmly’s Orchestrator helps by triggering personalized email and sequences based on buyer intent.
If a high-fit prospect visits your pricing page? Warmly auto-fires a custom sequence.
If they switch jobs? Boom - new outreach starts, fully tailored.
It’s like having an SDR that never sleeps and is always there to engage and nurture high-intent leads.
3. Website that converts, not confuses
Your website should act like your best rep by engaging visitors, answering objections, and booking meetings fast.
Warmly’s AI chat lets you turn your website into a lead generation machine by handling intelligent, contextual, and on-brand conversations 24/7.
It adapts based on visitor behavior (returning buyer? job change? former closed-lost?) and drives people to the next best step, whether that’s content, a trial, or a meeting.
4. Ads and retargeting that follow the signal
Digital ads aren’t dead, but untargeted ones are.
Make sure you run campaigns based on real-time behavior like demo visits, job changes, or activity.
Warmly’s signal-based ad targeting engine lets you do exactly that.
It builds dynamic segments from onsite and offsite intent signals, syncing directly with your ad platforms.
You get hyper-targeted audiences without the manual lift, so your budget goes to warm buyers, not random clicks.
Moreover, you can even use its Warm Offers feature to serve personalized pop-ups to high-intent visitors, based on company, behavior, and stage, where every CTA feels timely, not generic.
5. Multi-threading and stakeholder engagement
Most deals stall because you’re talking to one person.
Build pipeline momentum by engaging everyone involved in the decision.
For instance, Warmly automatically identifies all key stakeholders in high-intent accounts and then personalizes outreach to each one.
This way, you’re not just creating interest. You’re creating consensus before making your actual pitch.
Pro tip: Don’t silo your demand strategy by channel. Instead, think in terms of journey orchestration.
What does the buyer see first? What happens after they engage? What nudges them from curious → serious → sold?
The demand engine isn’t about flooding the funnel.
It’s about fueling the right conversations at the right time with the right people.
Step 7: Build a buyer journey (not a funnel)
The traditional funnel is dead.
Buyers don’t move in straight lines anymore, and your GTM shouldn’t either.
In 2026, it’s all about meeting buyers where they are with the right message, the right channel, and the right nudge, all based on their actual behavior, not stage-based assumptions.
So instead of building a funnel, map the buyer journey. Think:
What triggers their interest?
What questions do they ask at each step?
What signals show they’re ready to talk to sales?
Where do deals slow down or fall through?
When you build around those moments, you stop guessing and start guiding.
Step 8: Align sales, marketing & RevOps early
Misalignment kills go-to-market.
It doesn’t matter how good your message is, how smart your segments are, or how slick your campaigns look.
If sales, marketing, and RevOps are running different plays, the whole thing breaks.
This is why the best GTM teams don’t just “collaborate.” They operate as one system.
That means:
Shared definitions of pipeline, lead quality, and success.
A unified view of accounts, touchpoints, and engagement.
Agreed-upon handoff points and SLAs.
Constant feedback loops between what’s happening in-market and what’s happening in the CRM.
This isn’t a once-a-quarter sync. It’s an operational rhythm.
And it starts early, way before launch.
Bring teams into planning from day one.
Align on the ICP, messaging, scoring, outreach, and goals together.
Pro tip: Don’t wait for dashboards to catch issues.
Set up live feedback between reps and marketers, like what messaging is landing, what objections are blocking deals, or what channels are driving real intent.
If your GTM strategy doesn’t tie back to revenue, it’s just a marketing plan with a fancy name.
In the current business landscape, you can’t afford to wait until end-of-quarter to see if your go-to-market motion is working.
You need to track real performance in real-time, starting from the initial signal, not just the outcome.
Start by setting clear, measurable goals:
How much pipeline do we want to generate by when?
What’s our target conversion rate by stage?
What’s our cost per opportunity or cost per meeting booked?
Then break it down with leading indicators that show if you’re on track, such as:
Demo requests.
Sales-qualified leads (SQLs).
Reply rates and engagement by persona.
Product activation milestones.
Influenced pipeline by channel.
These early signals help you optimize before it’s too late.
They also help you course-correct faster, like ramping up what’s working and cutting what’s not.
Pro tip: Don’t measure in isolation.
Link marketing activity, outbound plays, and sales touches to shared revenue outcomes.
Everyone should be looking at the same dashboard and held accountable to the same goals.
This is another area where Warmly gives GTM teams a serious edge.
Namely, its signal-aware marketing attribution connects every touchpoint to revenue.
This means you’ll know exactly which message variant - and which channel - led to engagement, pipeline, and closed-won deals, so you can double down with confidence.
Step 10: Launch, learn, and iterate
The launch isn’t the finish line - it’s the starting point.
And for best results, you should aim for fast feedback.
You don’t need everything figured out on day one.
You just need a clear plan, tight tracking, and a bias toward action.
Here’s what that looks like:
Get to market fast with your best hypothesis.
Watch what works (and what doesn’t) in real-time.
Double down on high-signal plays.
Cut what’s not converting.
Update messaging, outreach, and targeting weekly if needed.
And always remember - modern GTM isn’t linear. It’s iterative. That’s what makes it scalable.
What are some of the popular go-to-market strategy frameworks?
There’s no one-size-fits-all GTM strategy.
But over the years, several frameworks have emerged to help teams bring structure, focus, and alignment to their go-to-market motion.
Here are some of the most widely used ones in 2026:
FrameworkCore IdeaBest ForUsed ByIdeal StageFour FitsAlign Product, Market, Channel, and Model for GTM success.Early-stage GTM planning.Start-ups, scale-ups.Pre-launch to growth.AIDAMap the buyer journey from awareness to conversion.Campaign & messaging strategy.Marketing teams, funnel builders.Any.Bowtie FunnelVisualize the pre-sale and post-sale funnel to drive recurring revenue.SaaS, CS-driven GTM.RevOps, CS, sales & marketing.Post-sale, PLG/SaaS.SPICEDDiagnose buyer state across Situation, Pain, Impact, Critical Event, Decision.Sales-led GTM, qualification.Sales teams (esp. B2B SaaS).Mid-stage to enterprise.
1. The Four Fits Framework (Product-Market-Channel-Model Fit)
Originally popularized by Brian Balfour (ex-VP Growth @ HubSpot), this framework helps you align four critical components:
Product Fit - Does your product solve a meaningful problem?
Market Fit - Is there a clear, reachable audience that needs it now?
Channel Fit - Do you have scalable, repeatable ways to reach your audience?
Model Fit - Can you profitably monetize the solution through your chosen GTM motion?
Best for: Startups and early-stage companies trying to validate GTM direction before scaling.
2. The AIDA Framework (Awareness–Interest–Desire–Action)
A classic marketing model that’s still useful for GTM planning, especially when mapping messaging and funnel stages:
Awareness - Capture attention through inbound, paid, or partner channels.
Interest - Provide educational content or product value.
Desire - Nurture leads with social proof, demos, and case studies.
Action - Drive conversion through personalized offers and CTAs.
Best for: GTM teams building multichannel campaigns and nurturing journeys.
3. The Bowtie Funnel
Unlike traditional funnels that end at conversion, the Bowtie model accounts for post-sale expansion, which is critical in SaaS and recurring revenue models.
Left side: Awareness → Evaluation → Purchase
Middle knot: Conversion
Right side: Onboarding → Adoption → Expansion
Best for: PLG and SaaS companies optimizing for lifetime value and retention.
4. SPICED by Winning by Design
A modern B2B sales framework that maps perfectly to GTM strategy, especially in revenue teams:
Situation: Where is the buyer now?
Pain: What’s their key problem?
Impact: What happens if it’s not solved?
Critical event: Why act now?
Decision: How do they make buying decisions?
Best for: Revenue teams that need to align sales, marketing, and customer success under one shared GTM narrative.
How AI is reshaping GTM strategies in 2026 (and how you can adapt)
AI hasn’t just improved go-to-market, it’s rewritten the playbook entirely.
The most successful GTM teams today are those using AI to move faster, get sharper signals, and create deeply personalized experiences at scale.
Here’s what’s changed:
From manual to automated outreach: GTM teams are using AI SDRs and AI chat to handle cold and lukewarm leads automatically, freeing human reps to focus only on the hottest opportunities.
From generic to personalized touchpoints: AI pulls signals from CRMs, web behavior, job changes, and more to tailor messages, landing pages, and even entire websites.
From “we think” to “we know”: Sales forecasting, buyer scoring, and attribution modelling now run on live data, and not hunches, giving teams a clear path to revenue.
And here’s what you can do right now to keep up:
Automate intent-based outreach - Use AI SDRs to reach out to high-intent leads as soon as they hit your site or show off-site buying signals. Warmly + 11x’s workflow is a great example - prospects who engage with your pricing page get auto-messaged, qualified, and routed to the right rep.
Deploy intelligent chat on your site - AI chatbots now do far more than greet visitors. They qualify leads, personalize messages on the fly, and even hand off to human reps or video calls mid-convo.
Go after off-site researchers - With Bombora-style data, you can target prospects who haven’t visited your site yet, but are researching your category. Combine this with auto-sequencing or LinkedIn ads to engage them before competitors do.
Use AI to prep for every sales call- Tools like Warmly and UnifyGTM gather everything from site content to activity and CRM data so reps know exactly what to say and who to say it to.
Launch AI-personalized landing pages - Tools like Demandbase and Landingi let you tailor landing pages and CTAs based on visitor segments. No-code needed, just intent and firmographic triggers.
Forecast more accurately - Platforms like Gong tap into your CRM, call transcripts, and engagement data to project pipeline value, identify at-risk deals, and course-correct early.
Analyze conversations and spot patterns - With tools like Fireflies, your team can uncover trends in buyer objections, highlight coaching moments, and create summaries that drive better follow-ups.
FAQs
Who needs a GTM strategy in 2026?
Any company launching a new product, entering a new market, or targeting a new audience needs a go-to-market (GTM) strategy in 2026.
This includes startups looking for product-market fit, mid-sized SaaS companies scaling their offering, and even enterprise players repositioning for a new vertical.
A strong GTM strategy helps you prioritize the right accounts, align teams, and avoid costly misfires in a competitive, signal-driven market.
What are the different types of GTM?
The four most common GTM motions are sales-led, product-led, hybrid (product-led with sales assist), and partner-led.
Sales-led motions rely on reps and demos, product-led motions focus on self-serve and fast time-to-value, hybrid blends both for flexibility, and partner-led strategies leverage ecosystems and channel partners.
Choosing the right one depends on your product complexity, deal size, customer expectations, and market access.
What is a good example of a GTM strategy?
A strong example is Figma’s product-led GTM:
They launched with a freemium model, focused on collaboration features that naturally spread within teams, and layered in sales once adoption hit critical mass.
Their GTM strategy aligned perfectly with their audience - designers and developers who prefer self-discovery - and used usage data to trigger targeted outreach.
It’s a textbook case of leveraging virality, data, and expansion loops to drive efficient growth.
Next steps: Build a winning GTM strategy today
Building a successful go-to-market strategy is about more than choosing channels or setting goals.
It’s about alignment, precision, and speed.
From nailing your ICP and value proposition to choosing the right motion and layering in the right tech, the best GTM teams are those who move fast, learn faster, and always stay close to the customer.
And AI isn’t just a “nice to have” anymore - it’s a multiplier.
The right tools can help your team detect buying signals earlier, engage warmer leads faster, and personalize touchpoints that actually convert.
If you're ready to bring this strategy to life, Warmly can help you do it.
From identifying your best-fit accounts to triggering real-time outreach when the moment is right, Warmly gives your GTM team the signal intelligence and automation they need to drive revenue without the guesswork.
Book a demo with our team and see how to build smarter, faster, more aligned GTM workflows today.
GTM Intelligence: Definitions, Use Cases & Software
Time to read
Chris Miller
Forget clunky CRMs, disconnected systems, and guesswork.
Today’s fastest-growing companies are winning because they’ve replaced static go-to-market plans with real-time, insight-fuelled GTM motions powered by AI and clean, connected data.
That shift has a name: GTM intelligence.
In this guide, I’ll break down:
What GTM Intelligence actually is (hint: it’s more than “just better data”).
Why traditional GTM strategies are breaking under pressure.
How top teams are using this new category of software to align sales and marketing, boost pipeline, and move faster than the competition.
I’ll also show you which tools are leading the space, and what to look for if you want your GTM to be smarter, sharper, and truly AI-ready.
TL;DR
GTM intelligence connects live buyer signals, clean data, and AI to help sales teams target smarter, move faster, and close more revenue.
Traditional GTM strategies are failing because they rely on outdated CRMs, static lead scores, and siloed tools, causing teams to miss high-intent buyers.
The core pillars of GTM intelligence include buyer intent, account signals, timing optimization, and personalization at scale.
Top use cases include spotting in-market buyers before they raise their hand, automating personalized outreach, prioritizing hot accounts, and fueling AI-powered SDRs.
Warmly, ZoomInfo, SalesIntel, and 6Sense are leading the GTM intelligence space in 2025, with Warmly standing out for real-time intent tracking and full-funnel AI orchestration.
Ready? Let’s get into it.
What is GTM intelligence?
GTM intelligence is the engine behind modern, high-performing go-to-market teams.
It’s not just about having more data.
It’s about connecting the dots between real-time buyer signals, high-quality contact and account data, and AI-driven insights that guide every move your revenue team makes.
Think of it as the opposite of “spray and pray.”
Instead of guesswork, GTM intelligence gives you clarity: who’s in-market, what they care about, and how to engage them across sales, marketing, and RevOps.
At its core, GTM Intelligence brings together:
Clean, enriched B2B data (firmographics, technographics, direct dials, etc.)
Live buying signals (intent, hiring trends, funding events, tech installs)
AI-powered insightsthat surface next-best actions, personalize messaging, and trigger workflows
By combining all three, teams can finally ditch outdated playbooks and replace static GTM strategies with agile, data-informed execution at scale.
Next, let’s look at why traditional GTM strategies are falling short and how GTM Intelligence solves what they never could.
What is the problem with traditional GTM strategies?
The short answer? They’re built on shaky ground.
Traditional go-to-market strategies rely heavily on outdated CRMs, disconnected tools, and static audience segments.
They assume buyers follow a linear journey, and that yesterday’s data is good enough for today’s decisions.
But in 2025, that approach is a recipe for missed pipeline.
Here’s what’s going wrong:
CRM data is broken - Up to 90% of CRM records are incomplete or stale. That means reps waste time chasing dead leads or missing prime opportunities.
Signals are scattered - Valuable buying intent is buried across emails, notes, call recordings, and disconnected platforms. Nothing talks to each other.
AI can’t fix messy data - Even the smartest tools fall flat without clean inputs. If your foundation is flawed, AI just amplifies the chaos.
The result?
Sales and marketing teams work in silos, campaign performance tanks, and growth stalls, not because of a lack of effort, but because of a lack of intelligence.
Now let’s flip the script.
What are the benefits of GTM intelligence?
GTM intelligence doesn’t just fix what’s broken.
Instead, it unlocks a whole new way to go to market.
When your data is clean, your signals are live, and your AI is actually useful, every team across the revenue engine moves faster, smarter, and with more precision.
Here’s what that looks like in practice:
Smarter targeting, higher conversions - Stop wasting time on accounts that aren’t a fit. GTM intelligence surfaces high-intent buyers before they raise their hands, so you can reach them early with the right message.
Personalization at scale - With real-time data on buyer behavior, job changes, tech usage, and more, you can tailor outreach and campaigns that actually land without spending hours rewriting every email.
Aligned teams, unified execution - Sales, marketing, and RevOps all work from the same source of truth. That means fewer handoff issues, tighter plays, and better results across the board.
Faster deal cycles - Timing is everything. GTM intelligence helps you act the moment buyer signals fire, cutting down ramp time and accelerating your pipeline.
Better forecasting, less guesswork - Instead of relying on lagging indicators, you get predictive insights that help prioritize the accounts and plays most likely to win.
In short? GTM intelligence turns reactive GTM into proactive revenue execution.
What are the core pillars of GTM intelligence?
At its core, GTM intelligence is about knowing what matters, when it matters, and acting on it fast.
Let’s look at the four key pillars that power high-performance go-to-market teams in 2025:
1. Buyer intent
This is your unfair advantage.
Buyer intent data reveals who’s actively researching solutions like yours before they ever hit your website.
Whether they’re comparing vendors, reading product reviews, or downloading whitepapers, GTM intelligence picks up on that digital body language and helps you strike at the right moment.
2. Account signals
GTM intelligence platforms track real-time changes across your target accounts, such as funding announcements, hiring spikes, tech installs, leadership changes, and more.
These are the breadcrumbs that tell you who’s ready, what they need, and where the opportunity is emerging.
3. Timing optimization
Timing still beats talent.
GTM intelligence ensures you're engaging the right buyers when they’re most likely to convert by combining historical patterns, fresh signals, and predictive models.
No more “spray and pray.”
Now it’s “signal in, action out.”
4. Personalization at scale
Generic messaging is dead.
With live insights into buyer behavior and company context, you can tailor outreach, ads, and nurture flows with pinpoint accuracy without slowing down your team.
Think: AI-assisted personalization that still feels 1:1.
7 real-world use cases of GTM intelligence for sales teams
GTM intelligence isn’t just a strategy, it’s a revenue engine.
Below are seven real-world use cases showing how high-performing sales teams are using GTM intelligence to win more deals, move faster, and close with confidence.
1. Spotting in-market buyers before they raise their hand
In traditional sales motions, reps wait for leads to fill out a form or respond to outreach before taking action.
But by the time someone becomes an inbound lead, they’ve already done most of their research - often silently - and are likely comparing multiple vendors.
You're late to the game.
Without GTM intelligence, you're guessing who’s ready to buy based on outdated CRM data, gut instinct, or static lead scores that don’t reflect what’s happening right now.
That’s where real-time buyer intent changes everything.
GTM intelligence gives you the ability to identify actual purchase intent before a prospect ever raises their hand.
This includes subtle but telling behaviors, such as:
Visiting competitor websites.
Researching specific keywords.
Engaging with buying-stage content.
Experiencing a job role change that signals shifting priorities.
Platforms like Warmly take this even further by monitoring 1st, 2nd, and 3rd-party signals at the person level, not just company-wide.
That means you’re not just alerted when “Acme Corp” is interested - you know when Emily at Acme, who just changed jobs and visited your pricing page twice, is actively evaluating solutions like yours.
Warmly layers these signals across:
1st-party data (site visits, chat interactions, product usage).
This enables reps to prioritize the right people at the right time and reach out with relevant context while competitors are still in the dark.
Why it matters: When you act on real intent signals, you start conversations earlier, frame the narrative, and close faster.
GTM intelligence turns passive lead watching into proactive pipeline building.
2. Automating personalized outreach at scale
One of the biggest trade-offs in B2B sales today is between speed and relevance.
You can send more messages faster, or you can craft personalized outreach that resonates, but doing both? That’s hard to scale.
Traditional outreach strategies often rely on static templates, generic sequences, or outdated personas.
The result? Messages that get ignored, deleted, or marked as spam.
Even with good intent data, reps burn time researching contacts and writing one-off messages that may never get seen.
GTM intelligence flips that script.
Instead of asking reps to choose between personalization and volume, it enables both by feeding AI-powered workflows with real-time data about each buyer’s behavior, context, and intent.
Platforms like Warmly help automate this entire process.
Once a buyer intent signal is detected (e.g., someone views a competitor page, starts a product trial, or fits a key persona), Warmly’s Orchestrator automatically generates personalized outreach sequences tailored to that lead’s specific stage and interests.
That includes:
Dynamic message copy that reflects job role, company context, or recent activity.
Multi-channel workflows spanning webchat, email, LinkedIn, ads, pop-ups, etc.
Real-time optimization based on engagement and response behavior.
And because all this happens without manual intervention, sales teams can scale 1:1-style outreach across hundreds or even thousands of accounts without sacrificing relevance or burning out their reps.
Why it matters: Personalization is no longer optional, but neither is efficiency.
GTM intelligence bridges the gap by enabling smart, timely, and highly targeted outreach that drives real engagement.
3. Warming up cold leads before outreach
Cold outreach doesn’t work like it used to.
Hitting someone’s inbox out of the blue before they know who you are or why you're relevant often leads to low response rates and high friction.
Traditional GTM strategies give you no visibility into who’s warming up in the background, so you reach out too early, too generically, or too late.
GTM intelligence changes the game by helping you build familiarity before direct outreach ever happens.
By spotting signals like competitor research, keyword activity, or job changes, you can identify leads that are starting to move and get in front of them immediately.
This is where Warmly comes in.
With signal-based ad targeting, Warmly automatically builds real-time segments based on behavioral and intent signals, then syncs those segments to your ad platforms.
That means you can run hyper-targeted ads to decision-makers before sales ever reach out, warming them up with messaging that matches their intent.
Why it matters: Buyers are more likely to respond when they’ve seen your brand, engaged with your message, or started to connect the dots.
GTM intelligence lets you shape perception before the first touch.
4. Prioritizing high-momentum accounts based on real-time signals
Not all leads are created equal, but without GTM intelligence, you often treat them like they are.
In traditional sales pipelines, accounts are prioritized based on static firmographics or outdated lead scores.
That means reps waste time on companies that look good on paper but aren’t actually showing signs of buying intent or organizational movement.
GTM intelligence changes that by putting real-time context at the centre of your prioritization.
Instead of “best guess” targeting, you get a live feed of accounts showing momentum by tracking:
Funding rounds.
Strategic hiring sprees.
Leadership changes.
Tech stack expansions.
Market expansion signals.
These aren’t always hard buying signals, but they are indicators that an account is shifting priorities, growing, or preparing to invest.
Platforms like Warmly surface these insights using 2nd and 3rd-party data, from hiring data to competitor research, to help reps focus on accounts that are most likely to move now.
You can even combine these with other criteria (like firmographic filters or past engagement) to create smart, high-fit account lists in real time.
Why it matters: Time kills deals, but so does spending time in the wrong place.
GTM intelligence helps you spend every hour where it counts most - on accounts that are evolving, growing, and signalling future need.
5. Aligning sales and marketing with shared signals
Sales says the leads are bad.
Marketing says the follow-up is slow.
RevOps says no one’s using the CRM correctly.
Sound familiar?
Traditional go-to-market teams operate in silos, each using different GTM tools, different data sets, and different definitions of what “qualified” even means.
The result? Missed opportunities, finger-pointing, and inefficient pipeline execution.
GTM intelligence solves this by creating a shared source of truth.
When sales, marketing, and RevOps all operate from the same live intent signals, account activity, and behavioral data, they can move as one unified team.
Everyone sees the same things, at the same time and acts accordingly.
Warmly helps drive this alignment by providing real-time, person-level signal data across the entire buyer journey.
Whether it’s a spike in website visits, a competitor comparison, or a job change, both sales and marketing teams can respond in sync, triggering personalized outreach or targeted campaigns instantly.
That means:
Marketing knows exactly which accounts are heating up and can launch nurture or ad plays.
Sales sees what content buyers are engaging with before the first call.
RevOps builds workflows that route, score, and track based on actual buyer behavior.
Why it matters: Alignment isn’t just about communication; it’s about acting on the same data, at the same time, with shared outcomes, and GTM intelligence makes that possible.
6. Powering AI agents and sales assistants
AI in sales isn’t new, but without GTM intelligence behind it, it’s mostly noise.
Most AI-powered tools can automate generic outreach or recommend next steps based on historical patterns.
But when they lack real-time signal data, they fall short with wrong timing, irrelevant messaging, and robotic interactions that go ignored.
GTM intelligence changes that by feeding AI what it needs to actually perform.
When you combine rich, up-to-the-minute buyer signals with AI workflows, you don’t just automate.
You get adaptive, insight-driven sales agents that work smarter than any template or static playbook ever could.
Warmly does this through two key capabilities:
Agentic SDRs: These AI SDRs can autonomously prospect, trigger LinkedIn and email sequences, re-engage leads with nurturing flows, and book meetings around the clock without growing your SDR headcount. They react instantly to intent signals and act as your always-on outbound team.
AI Copilots: For human sellers, Warmly provides AI-powered copilots that deliver deep context before every conversation, including who to reach out to, why now, and what to say. These copilots monitor real-time signals and even alert reps when to transition chatbot conversations into face-to-face video calls.
The magic? It all runs on real GTM intelligence: 1st, 2nd, and 3rd-party signals that Warmly tracks and acts on in real-time.
So every automated message, sequence, and handoff is grounded in real buyer behavior, not just guesses.
Why it matters: AI becomes a true sales asset when it knows who’s ready, what they care about, and when to act.
GTM intelligence makes your AI agents relevant, timely, and human, not just automated.
7. Driving customer retention and expansion with proactive signals
Most teams focus GTM efforts on net-new pipeline, but the biggest untapped revenue often sits in your existing customer base.
The problem? Traditional tools only surface renewal risks or upsell opportunities after it’s too late to act.
Without GTM intelligence, you’re flying blind post-sale with no signal monitoring, no account visibility, and no clue when a customer is about to churn… or ready to grow.
GTM intelligence helps you stay ahead of those moments.
By monitoring changes within your customer accounts, like leadership shifts, tech stack updates, product usage trends, and intent behavior, you can surface the right opportunities before they ask, or before your competitors show up.
This lets your team:
Catch churn risks before they escalate.
Trigger upsell or cross-sell plays when the timing is right.
Deliver personalized, proactive engagement to deepen customer value.
Why it matters: Your customers are evolving in real time.
GTM intelligence makes sure your post-sale motion evolves with them, turning renewals into growth engines.
What are the best GTM intelligence tools that are leading the market in 2025?
Choosing the right GTM intelligence platform isn’t just about data; it’s about finding a tool that turns signals into action, scales with your team, and actually drives revenue.
Whether you’re looking to automate outbound, personalize at scale, or prioritize high-intent accounts, the best tools in 2025 are built to help you move faster and sell smarter.
Here are four GTM intelligence platforms that are leading the way this year based on their performance and value for money.
Tool
Use Case
Pricing
Warmly
Best for real-time intent + AI orchestration.
Free plan available (up to 500 visitors). Paid plans: Business starts at $19,000/year, Enterprise is custom.
ZoomInfo
Broad market coverage + deep firmographic data
Custom pricing only. Typical cost ranges from $50K–$160K/year based on features, licenses, data volume, and add-ons.
SalesIntel
High-intent data with human curation
Custom pricing. Base subscription includes core features; advanced tools like VisitorIntel, AdsIntel, etc., are paid add-ons.
6sense
ABM + predictive buyer behavior
Free plan (50 credits/month). Paid tiers available but not publicly priced—custom quotes required.
1. Warmly - Best for real-time intent + AI orchestration
Warmly is an all-in-one GTM intelligence platform that tracks real-time buyer signals at the person level and instantly turns them into action.
It’s built to help lean sales teams work smarter by combining buyer intent, AI-powered outbound, and personalized touchpoints in one unified workflow.
Standout features
Person-based signal tracking - Warmly monitors 1st, 2nd, and 3rd-party signals like web behavior, job changes, and competitor research at the individual level.
AI-powered SDR agents - Warmly’s agentic AI SDRs automatically prospect, nurture, and follow up with leads, so there’s no manual lift required.
Real-time outreach orchestration - The platform triggers personalized sequences, ads, or chats based on live intent signals.
Signal-based ad targeting - Automatically syncs lead segments to your ad channels for hyper-targeted campaigns.
AI copilot for reps - Helps human sellers personalize outreach by showing who to engage, why now, and what to say.
Coldly contact database- Access 200M+ always-fresh contacts with verified emails, LinkedIn profiles, mobile numbers, and 25+ filters, ready to plug into Warmly’s signal-based outreach.
Pricing
Warmly offers a free plan that allows you to reveal up to 500 monthly visitors, set up ICP filters to quickly identify high-quality leads, and automate basic lead routing.
Data Only: Starts at $599/mo when billed monthly or $5,000 when billed annually, lets you identify up to 5,000 monthly visitors, first-party intent signals, alerts, and access to Warmly’s B2B prospecting database.
Business: Starts at $19,000/year for up to 10,000 visitors or $45,000/year for up to 75,000 visitors, which adds third and second-party signals, sales orchestration, AI Chat, and lead routing.
Enterprise: Custom pricing, custom number of visitors, which adds custom signals and warm calling.
2. ZoomInfo - Broad market coverage + deep firmographic data
ZoomInfo is one of the most widely used GTM intelligence platforms, known for its massive contact database and depth of firmographic, technographic, and intent data.
It’s a go-to for enterprise teams needing scale, reach, and integrated insights across departments.
Standout features
Rich contact database - Access to over 100M companies and 500M+ contact profiles, constantly refreshed and enriched.
GTM Studio - A newer offering that turns signals into coordinated execution plans for the whole revenue team.
Seamless CRM and tool integrations - Built to unify data across sales, marketing, and RevOps stacks.
Pricing
ZoomInfo doesn’t publish pricing publicly, as all plans are custom and tied to annual contracts.
It offers separate packages for Sales, Marketing, and Talent teams, with each priced based on features, user seats, credit usage, and data needs (e.g., technographics, org charts, or Streaming Intent).
You’ll need to contact their team for a quote, or check our in-depth ZoomInfo pricing guide.
3. SalesIntel - High-intent data with human curation
SalesIntel focuses on delivering high-accuracy B2B data paired with intent insights, thanks to its human-verified contact info and behavioral signals.
It’s ideal for sales teams that need both human precision and signal-driven prioritization.
Standout features
Human-verified contacts - Every lead is manually reviewed for accuracy and compliance.
VisitorIntel - Reveals which companies are visiting your site and ties that activity to contact data.
Form enrichment & lead scoring (FormsIntel) - Auto-populates lead info and helps prioritize follow-ups.
Pricing
SalesIntel doesn’t publish its exact prices, so you’ll have to contact its sales team for details.
However, its website does specify what its essential pricing package includes, and what’s only available as an add-on.
Unfortunately, SalesIntel’s most valuable features, such as VisitorIntel, FormsIntel, AdsIntel, etc., are add-ons, meaning you’ll have to pay over the basic subscription fee to gain access to these.
4. 6sense - ABM + predictive buyer behavior
6Sense offers a predictive intelligence engine built around ABM strategies, using AI to identify in-market accounts, prioritize outreach, and guide campaigns from first touch to close.
It’s built for revenue teams running complex, multi-touch GTM plays.
Standout features
Predictive intent modelling - 6Sense uses AI to surface which accounts are most likely to buy, based on behavior patterns.
Engagement scoring - Helps prioritize accounts based on interest and buying stage.
Customizable dashboards and forecasting - Gives RevOps deep visibility into pipeline health and GTM effectiveness.
Pricing
6sense has a free plan that provides 50 credits/month, Chrome Extension, list builder, sales alerts, and company and people search.
Sales Intelligence + Data Credits + Predictive AI: The most comprehensive package, includes all of 6Sense’s features, such as predictive AI models, scores, and dashboards, sales Copilot, AI recommendations, company and contact insights, alerts, automated workflows, etc.
Sales Intelligence + Data Credits: Includes access to some features related to sales (e.g., sales Copilot, AI writer, etc.) and data (limited company and contact insights).
Sales Intelligence + Predictive AI: Also includes access to some features related to sales and some regarding predictive AI modules (e.g., predictive scoring and dashboards).
However, 6sense doesn’t disclose actual prices for any of the packages.
You’ll have to contact its sales for a custom quote.
Or, you can check our 6Sense pricing review to get a grasp of how much it will cost you before reaching out to its team.
FAQs
What is an example of GTM intelligence?
Imagine your ideal buyer visits your pricing page twice, reads a competitor comparison blog, and then their VP of Marketing is promoted.
A GTM intelligence platform picks up on all of these signals - behavioral and organizational - and alerts your team in real-time, so you can engage with relevant context while interest is peaking.
Why do marketing and sales teams need GTM intelligence?
Because traditional lead scoring and static targeting can’t keep up with how fast buyers move today.
GTM intelligence gives both teams a shared, real-time view of who’s in-market, what they care about, and how to engage, so they can align around the same goals, prioritize the right accounts, and drive revenue more efficiently.
Next steps: Turn GTM signals into real sales wins
The way modern B2B teams go to market is changing, and fast.
Static lead lists, guesswork outreach, and siloed tools just don’t cut it anymore.
GTM intelligence gives you the edge with real-time signals, smarter targeting, and AI-powered execution that helps your team act on what actually matters.
Whether you’re trying to warm up cold leads, personalize at scale, or prioritize your next best accounts, the right GTM intelligence platform turns all of that into a repeatable, scalable revenue motion.
Ready to see what GTM intelligence looks like in action?
Book a Warmly demo and discover how signal-based outreach, AI SDRs, and live buyer intent can help you close more deals faster.
10 Real-Life Examples of Sales Chatbots In Action [Case Studies]
Time to read
Chris Miller
Are you wondering about the various ways salespeople use sales chatbots to book meetings?
In this article, I want to walk you through 10 case studies of real companies using chatbots to drive real results.
➡️ In one of the case studies that I’m about to share, the company was able to book 2 meetings with qualified leads after 8 minutes of implementing the chatbot.
The Best Real-World Examples of Sales Chatbots
Here’s a breakdown of the 10 best examples of sales chatbots that I could find:
#1: How Kandji booked 2 qualified meetings in 8 minutes with a sales chatbot
Use Case: Website chatbot that engages website visitors with personalized messages based on signals.
Problem
Kandji, an Apple device management platform, sought a way to engage high-intent website visitors without overwhelming its team.
Their team was busy with their existing pipeline, and they needed a way to automate real‑time, personalized outreach to site visitors.
Solution
They turned to Warmly’s AI chat that’s been built for speed, context, and instant handoffs.
Warmly’s AI Chatbot was deployed within weeks and was ready to auto‑engage prospects with contextually crafted messages based on company signals as they were landing on the website.
Since the AI chatbot was trained to reflect Kandji’s voice and messaging, and backed by real-time visitor data, it could start warm, relevant conversations that didn’t just gather info, but built trust.
➡️ Interested in how you can use an AI chat for lead generation in 2025? Check out our complete guide on the topic as well as the best use cases of an AI chat for lead generation.
Results
After just about 8 minutes of rolling out Warmly’s AI chat, Kandji’s reps booked two qualified meetings.
When the prospects responded, the team’s reps were instantly alerted via Slack.
Two separate sales reps jumped in, continued the conversation in real-time, and were able to book the meetings.
This wasn’t just sales automation for the sake of it, but rather a fully integrated AI-human handoff that created real pipeline, quickly.
Here’s what Allan Ramsey from Kandji had to say about Warmly:
#2: How Wrike’s chatbot transformation is ramping up pipeline
Use Case: Automating engagement, qualifying leads in real-time, and intelligently routing conversations while integrating with your CRM.
Problem
Wrike, a leading work management platform, was looking to optimize how it engaged with its website visitors.
Its sales team was stretched thin and couldn’t afford to waste time on unqualified leads or low-priority questions.
Wrike also faced the challenge of converting more trial users while maintaining a high-quality experience for all site visitors, whether it was enterprise buyers or students researching project management.
Their legacy chatbot wasn’t cutting it — it only offered basic forms when reps were offline, lacked integration with their sales stack, and fell short of personalization.
Solution
Wrike turned to Drift’s AI chat to automate engagement, qualify leads in real-time, and intelligently route conversations — all while integrating with Salesforce and Marketo.
They kicked things off with a small-scale pilot across five SDRs in North America, using a handful of strategic playbooks.
Drift’s chatbot:
Booked meetings even when human reps were offline.
Ran the qualification logic instantly.
Enabled ABM testing to tailor outreach based on visitor behavior and company signals.
Integrate smoothly with Salesforce and Marketo.
Once the test proved successful, Wrike scaled the chatbot globally, launched across EMEA, and even developed multilingual playbooks to serve diverse markets.
Results
Wrike saw the following results:
496% increase in contributed pipeline YoY (2023 vs. 2022).
454% increase in contributed bookings YoY.
15x+ ROI since implementing Drift Fastlane and AI features.
But the benefits didn’t stop at pipeline and revenue.
Wrike found Drift’s chatbot easier to manage and more effective at delivering personalized, helpful conversations, even as setup time decreased.
#3: How Pipedrive sees more engaged, qualified leads starting a trial and more trialists converting to customers
Use Case: Chatbot that asks qualifying questions, routes support inquiries to the right team, and schedules meetings for top prospects.
Problem
Pipedrive’s sales team was looking for a better way to qualify and convert website visitors during off-hours without missing high-intent leads.
Their previous tool wasn’t well integrated with their deal pipeline, which led to missed opportunities, irrelevant support requests, and manual effort to input lead information.
With limited team availability and an increasing number of chat conversations going cold after hours, they needed a scalable way to automatically qualify leads and ensure the right follow-up without losing momentum.
The sales team configured the Chatbot to ask qualifying questions, route support inquiries to the right team, and schedule meetings for top prospects without requiring a rep to be online.
The Chatbot also auto-populated Pipedrive’s Leads Inbox with complete lead details to eliminate manual input and ensure no lead slipped through the cracks.
Results
With the Chatbot in place, the sales team gained a scalable and efficient way to engage prospects and focus on high-value demos and calls:
1,000+ qualified leads added directly to the Leads Inbox.
30% of trialists converted into paying customers after engagement.
Only 2 team members are needed to manage the flow, thanks to automation.
Now, when a new lead chats on the site, they’re guided through qualification, booked into a rep’s calendar, and logged in the CRM — even during off-hours.
#4: How Breitling automates Instagram DMs to help customers find the perfect watch for them
Use Case: Social media chatbot that asks qualifying questions, captures product preferences, and recommends products based on budget and style.
Problem
Breitling, a Swiss luxury watchmaker, faced the challenge of improving customer acquisition and conversion rates in a highly competitive fashion market.
In this line of business, customers expect a personal and convenient shopping experience, especially when considering high-value purchases like luxury watches.
However, traditional e-commerce channels often lacked the human touch required to guide customers through such a decision.
Breitling needed a scalable way to connect with high-intent prospects, engage them in one-to-one conversations, and recommend products that matched their tastes and budgets.
By using Instagram ads, stories, reels, and posts as entry points, they directed customers into automated DMs designed to capture preferences, recommend products, and continue engagement after the initial conversation.
The chatbot collected zero-party data in real-time so they could personalize product suggestions instantly and retarget users with relevant offers all within Instagram.
Results
Breitling significantly increased conversion rates by automating high-intent Instagram conversations.
The chatbot helped customers discover the perfect watch based on their individual preferences, turning Instagram engagement into qualified leads and actual sales.
With tailored offers, dynamic product recommendations, and push notifications sent via DMs, Breitling built an ongoing relationship with a younger, mobile-first audience.
This wasn’t just another social campaign: it was a fully integrated conversational experience that captured leads, improved personalization and drove long-term customer loyalty.
#5: How Conversational Design increased lead conversion rate by 40%
Use Case: Chatbot that replaces web forms, greets website visitors, qualifies them through interactive questions, and turns them into leads.
Problem
Conversational Design, an Italian conversational marketing agency, was looking to improve lead conversion rates while operating with a lean team.
Traditional web forms were limiting engagement, slowing down lead generation, and failing to deliver the interactive experience modern buyers expect.
To scale their efforts and demonstrate ROI to clients, they needed a faster, more dynamic way to capture leads and nurture conversations.
This shift allowed them to launch tailored conversational flows that mimicked the feel of a real conversation, helping engage visitors, qualify them in real-time, and route leads where they needed to go.
Results
Within just a few months of implementing chatbots, Conversational Design increased its lead conversion rate by 40% and captured 20,000 leads in a single year.
Their project completion timeline dropped from 4 months to just 3 weeks, while their cost per lead decreased by 200%.
The switch to conversational marketing didn’t just optimize internal operations; it turned their own site into a living demo of what’s possible for clients, fueling both lead gen and business growth.
#6: How Good Spa Guide increased traffic by 29% with Facebook conversations
Use Case: A Facebook Messenger chatbot that boosts user engagement and drives repeat website visits for spa discovery and bookings.
Problem
The Good Spa Guide, a popular platform listing over 800 spa reviews, was looking to attract more website visitors.
They needed a better way to engage users and boost spa bookings beyond what traditional email nurturing could achieve.
Solution
They partnered with UbiSend to develop a custom Facebook Messenger chatbot that would act as a friendly, 24/7 spa-finding assistant.
The MVP version launched as an alternative to email, offering a new way for users to interact with the brand in real-time.
The chatbot was designed to mirror the Good Spa Guide’s tone of voice while providing tailored assistance to site visitors.
It helped consumers navigate offers, discover new spa locations, and even book directly through Messenger.
Results
Within just six weeks, the chatbot showed significant traction:
Website traffic increased by 29%, directly attributed to Messenger engagement.
Spa bookings rose by 13%, driven by the chatbot’s ability to guide users toward relevant offers in real-time.
The chatbot didn’t just enhance user experience; it created a new, high-performing communication channel that scaled with the business.
#7: Offset Solar
Use Case: Website Messenger chatbot that qualifies and nurtures solar leads automatically, accelerating time-to-close.
Problem
Offset Solar, a fast-growing home solar provider, relied on traditional lead forms to book sales meetings.
However, the process was slow, manual, and inconsistent.
Visitors often landed on the site without a clear idea of what they needed or how to find it, leading to lost opportunities and a clunky sales funnel.
Solution
Working with Alice Digital Design, Offset Solar launched a ManyChat Messenger bot on their homepage to start real-time conversations with anonymous site visitors.
The chatbot followed a four-step strategy:
Spark engagement with a friendly, question-based opener that boosted open and click-through rates.
Offer value immediately by letting users check if they qualify, download a solar checklist, or read the blog, each designed to capture interest and collect emails or SMS info.
Collect sensitive info last, using progressive disclosure to build trust before requesting contact details like email, phone, and utility provider.
Enable human handoff at the right moment by inviting qualified users to book an in-person appointment with a sales rep.
Results
In just six months, Offset Solar closed over $1.2 million in revenue directly from leads generated through the Messenger bot.
The bot helped convert more visitors by asking the right questions at the right time.
Their sales team engaged only with high-quality, pre-qualified leads, making every conversation more impactful.
This wasn’t just automation for the sake of it; it was a customer-first approach that blended smart chat strategy with real human interaction, driving real revenue fast.
#8: How a leading industrial materials manufacturer drove measurable results with a chatbot
Use Case: Chatbot that asks qualifying questions, routes support inquiries to the right team, and schedules meetings for top prospects.
Problem
A world-leading industrial materials manufacturer housed dense technical product information on its website, which often left visitors confused, overwhelmed, or unable to find what they needed.
Customers faced three core issues:
Difficulty locating technical specs (e.g., material composition, durability).
Confusion caused by unfamiliar product brand names.
A reluctance to dig through lengthy technical documents.
These pain points led to customer frustration, high drop-off rates, and missed opportunities at key points in the buying journey.
Solution
They partnered with Comprend to implement an AI-powered chatbot trained using retrieval-augmented generation (RAG) and GPT-based models.
The chatbot was trained on the client’s entire knowledge base, including technical docs, brochures, and presentations, to ensure accurate, real-time responses.
To maintain brand consistency, the bot was aligned with tone of voice and technical vocabulary and supported multiple languages using advanced NLP.
Comprend also designed an intuitive chatbot interface integrated into the site’s UX and set up a performance dashboard to:
Track conversations.
Learn from user behavior.
Continuously improve performance.
Results
The AI chatbot significantly improved customer engagement and support, leading to the following results:
83% of chatbot interactions were successfully resolved without human intervention.
78% of users gave positive feedback on the bot’s helpfulness and accuracy.
43% of chatbot users requested follow-up sales meetings; conversations that reps could enter with full context from the AI transcript.
#9: Premimati
Use Case: AI chatbot and Orchestrator that identify campaign-attributed website visitors, segment leads based on behavior, trigger personalized sequences, and auto-book meetings for high-intent prospects.
Problem
Premikati’s marketing team was investing in multi-channel campaigns across paid search, LinkedIn, and SEO but struggled to track which campaigns were driving qualified traffic.
Without accurate, real-time visibility into who was visiting their site and from where, they couldn’t assign ROI, prioritize channels, or effectively nurture prospects.
Michael Buczynski, VP of Marketing, was left stitching together partial insights from form fills and Google conversions, making performance evaluation slow, manual, and imprecise.
With Warmly’s deanonymization and UTM tracking features, Michael’s team could now see exactly who was visiting the site, where they came from, and what actions they were taking.
From there, Warmly’s Orchestrator automatically scored leads, segmented them based on behavior and buying signals, and dropped them into personalized outreach sequences across email and LinkedIn.
Warmly’s AI chatbot added another layer of engagement, qualifying inbound traffic and even auto-booking meetings with top prospects directly from the website.
Results
Premikati’s marketing and sales teams saw immediate improvements in performance and efficiency:
For the first time, they were able to attribute website traffic to specific campaigns and optimize based on real engagement.
Warmly’s chatbot successfully booked meetings that previous chat tools had failed to capture.
Sales reps could now identify buying committees at key accounts and expand outreach across multiple stakeholders.
The team added three new BDRs to scale their outreach.
As Michael puts it, “If Warmly goes away, we quit.”
#10: AI voice bot for cold calls from Intellic Labs
Use Case: AI voice bot that cold-calls at scale, qualifies leads, nurtures prospects, auto-books appointments, handles customer support, and routes hot leads to sales.
Problem
A fast-growing marketing and referral services company targeting small businesses across the U.S. faced a familiar challenge:
They needed to scale outbound sales and qualify leads at volume, without ballooning headcount or burning out their team.
Traditional cold calling was too manual, too expensive, and too slow to keep pace with growth.
Solution
They partnered with Intellic Labs to deploy a custom-built AI voice bot designed for intelligent cold calling and sales automation.
This AI assistant makes thousands of calls, initiates natural-sounding conversations, and adjusts its flow based on each response. When a business owner shows interest, the voice bot can:
Instantly sign them up for services.
Text or email follow-up materials.
Trigger multi-channel follow-ups via phone, SMS, or email.
And when the lead is hot? The bot hands off to a live rep in real-time, so the human team only steps in when it counts.
The AI bot doesn’t just sell, it also handles customer retention, support queries, and upsell opportunities across the lifecycle.
Results
The impact was immediate and transformative:
90%+ of sales and support tasks were fully automated.
The sales team only handled qualified, high-intent conversations.
Manual lead chasing dropped dramatically, freeing up valuable rep time.
Personalized follow-ups happened automatically, with zero effort from staff.
This wasn’t just automation for efficiency’s sake; it became a full-fledged AI-powered revenue engine that helped the company grow faster while keeping operating costs low.
Next Steps: Automatically engage ICP-fit leads with Warmly’s AI Sales Chat
From pre-qualifying website visitors and answering technical questions to booking meetings while your reps sleep, these companies have been driving pipeline growth with the power of AI chatbots.
However, not all sales chatbots are created equal. Some excel at email personalization, while others are built for multichannel campaigns.
And a few, such as Warmly, do it all.
If your sales team is serious about scaling outbound and nurturing inbound without burning out your team or having to hire more sales reps, Warmly’s AI sales chat is one of the smartest, most intent-driven options out there.
It engages leads the moment they land on your site, and hands off warm conversations to your team at just the right time.
Here’s what else you’ll get by signing up for Warmly:
The ability to identify potential buyers by tracking their interactions with your website and getting insights into their interest level.
A wide range of accurate prospect contact details directly from the Coldly database, helping you reach out to the right people.
Simplify your meeting process with automatic meeting scheduling that removes the back-and-forth, ensuring a frictionless booking experience.
Send leads to the right salesperson automatically and notify them via Slack if a high-intent lead is active on your website.
A Bombora integration that helps you proactively reach out to your warm leads and track who’s researching terms relevant to your product and brand, and get in front of them before your competitors do.
Automate the search for high-potential prospects using AI technology, ensuring your sales team focuses on the right opportunities.
You can sign up for Warmly’s free plan and find out how it can fill your pipeline with qualified leads (the setup takes a few minutes), or book a live demo to see it in action first.
AI Email Marketing: How To Use It In 2025? - Want to improve open, reply, and click-through rates? AI can help you master the art of email marketing - find out how to leverage it for optimal results.
The Chatbot Sales Funnel: What Is It & How To Build It
Time to read
Chris Miller
AI chatbots have gone far beyond just answering FAQs. Instead, they’ve become full-blown sales assistants who can guide leads from curious to closed.
But to really drive results, you need more than just a bot. What you need is a chatbot sales funnel.
In this guide, I’ll break down:
Exactly what a chatbot sales funnel is.
Why does it matter?.
How to build one that turns conversations into conversions.
From top-of-funnel engagement to post-sale follow-up, I’ll map out real strategies, real examples, and proven use cases that help you move faster, smarter, and more efficiently through every stage of the sales process - with AI on your side.
TL;DR:
AI chatbots have evolved from basic support tools into powerful sales assistants that can guide buyers through every stage of the funnel - from first click to conversion.
A chatbot sales funnel uses smart, conversational automation to engage visitors, qualify them based on intent, handle objections, and drive conversions, all in real-time.
Building one requires strategy: At each stage (Awareness, Interest, Consideration, Conversion), your chatbot should deliver personalized, on-brand conversations that reduce friction and boost trust.
Warmly’s AI chatbot leads the way, with signal-based personalization, Slack-integrated routing, live rep handoff, and calendar-based demo booking, fully aligned with your GTM strategy.
Let’s get into it!
What is the chatbot sales funnel?
A chatbot sales funnel is a step-by-step journey that uses AI chatbots to guide prospects from their first interaction with your brand all the way to conversion, and even beyond.
It’s not just about answering questions. It’s about automating conversations in a way that nudges buyers toward action at every stage.
Think of it like a well-trained digital SDR that never sleeps.
The chatbot can:
Greet visitors.
Capture key info.
Qualify leads.
Overcome objections.
Route high-intent prospects to the right next step, whether that’s booking a demo, signing up, or talking to sales.
So, instead of expecting people to scroll, click, or fill out long forms, chatbot funnels let you meet buyers where they are with smart, timely, and helpful interactions.
Done right, a chatbot funnel isn’t a support tool. It’s a revenue engine.
And the beauty of it? It scales automatically, works across time zones, and never forgets to follow up.
Here’s what a chatbot funnel typically looks like in action:
Awareness: The chatbot greets new visitors, highlights your value prop, and starts relevant conversations the moment someone lands on your site.
Interest: It asks smart, low-friction questions to learn what the visitor is looking for and adapts the journey based on their answers.
Consideration: It delivers personalized recommendations, handles objections, and shares proof points to guide the lead toward a confident decision.
Conversion: When intent is high, it makes the next step easy, such as booking a demo, signing up, or jumping into a live chat or video call with your team.
This way, whether you're running a product-led motion or sales-assisted model, chatbot funnels help remove friction from the process while keeping things fast, relevant, and human-like.
What are the benefits of building a chatbot sales funnel?
Now that you know what a chatbot sales funnel is, let’s talk about why it’s worth building in the first place.
A well-built chatbot funnel doesn’t just save time.
It actively drives more conversions, better leads, and smoother buyer journeys.
Instead of relying on static forms, cold handoffs, or scattered follow-ups, you create a dynamic system that engages, qualifies, and converts, and all that on autopilot.
Here’s what makes chatbot funnels a game-changer:
24/7 lead capture - Whether it’s 2 a.m. or the middle of a holiday weekend, your chatbot is ready to welcome visitors, ask smart questions, and guide them to the next step without needing a rep online.
Faster qualification - Instead of sending every lead to your sales team, the chatbot can filter out low-intent visitors by asking pre-set qualifying questions. That means reps spend more time on real opportunities and less time chasing tyre kickers.
Smoother buyer experience - People don’t want to dig through your site to find what they need. A chatbot funnel gives them instant answers, personalized suggestions, and a clear path to take action without friction.
Higher conversions - A chatbot can respond at the exact moment someone is showing buying intent, e.g., when they land on your pricing page, revisit your demo page, or hesitate at checkout. That kind of timing drives real results.
Scalable personalization - Every visitor gets a tailored experience without you lifting a finger. Based on their behavior, answers, or previous actions, the chatbot adapts in real-time, just like your best SDR would (if they could talk to everyone at once).
Consistent follow-up and nurturing - Whether it’s reminding someone to finish booking a demo or checking in after purchase, chatbot funnels keep the conversation going, so you stay top-of-mind and build long-term trust.
TL;DR? A chatbot funnel combines the scalability of automation with the personal touch of real-time conversation.
How can you build and optimize a chatbot sales funnel in 2025?
Building a chatbot funnel isn’t just about plugging a bot into your homepage and hoping for conversions.
In 2025, the most effective funnels will be built with intentional conversations that reflect buyer context, company messaging, and real-time sales signals.
That’s exactly where Warmly’s AI chatbot shines, as it combines generative AI, brand-trained messaging, and Warm Intent Signals to guide leads from their very first click all the way to booked meetings.
Here’s how to build and optimize a full-funnel chatbot experience stage by stage:
Stage 1: Awareness
Goal: Capture attention and spark curiosity the moment someone lands on your site.
This is the top of your chatbot funnel, and arguably the most important moment.
Because if you don’t win attention here, you won’t get a second chance.
At the awareness stage, your goal isn’t to pitch. It’s to start a relevant, low-friction conversation that meets people where they are.
Visitors could be discovering your brand for the first time, coming in from a blog, or clicking through from a LinkedIn ad.
You don’t know much about them yet, and that’s fine.
Your chatbot’s job at this stage is to welcome them, show value fast, and invite engagement without being pushy.
Why it matters:
First impressions determine whether visitors stick around or bounce.
Static homepages don’t adapt to different types of visitors, but chatbots can.
If you capture intent signals here, you can personalize the entire funnel downstream.
How Warmly’s AI chatbot does this better:
Warmly isn’t just sitting there waiting for someone to say “hello.”
It detects visitor type, behavior, and source in real-time using Warm Intent Signals, and then starts conversations accordingly.
Here’s what that looks like in practice:
1. Trigger personalized greetings based on context
For a first-time visitor:“Welcome! 👋 Curious how Warmly helps sales and marketing teams work better together?”
For someone landing from an ad campaign: “Saw you came from our AI funnel post—want to see how that actually works in a live demo?”
For a return visitor: “Good to see you again! Want to pick up where you left off?”
These context-aware triggers feel like magic. But they’re just good AI trained on behavior patterns and your GTM content.
2. Surface high-value content
Warmly’s chatbot can offer helpful, non-invasive prompts like:
“Want a quick tour of how we personalize buyer journeys?”
“Here’s a 2-minute video explaining how our AI chatbot books demos for you.”
“You might like this case study, teams just like yours cut lead response time by 90%.”
The goal isn’t to sell. It’s to guide, educate, and build initial trust.
3. Ask one smart question, not five
No one wants to be interrogated by a robot. But Warmly can ask one simple, natural question to spark a lead-qualifying path:
“Are you exploring tools for your sales team, marketing team, or both?”
This lets the conversation branch intelligently while making the visitor feel seen (not processed).
4. Keep the vibe human
Traditional bots feel stiff.
Warmly’s AI chat can be trained on the same content you use to train your reps and can fully mirror your brand tone of voice.
As a result, it sounds more like an actual human rep you’d want to talk to rather than just another generic bot.
💡Pro tip: Test different opening messages based on page type.
For example:
On blog posts: “Want tools that put this strategy into action?”
On product pages: “Want a custom walkthrough for your use case?”
On pricing: “Need help choosing a plan? Let’s talk.”
Remember, at the Awareness stage, success means one thing: the visitor engages.
They click, respond, or stick around long enough to keep the conversation going. That’s when your funnel truly begins.
Warmly makes that first step feel effortless for both the visitor and you.
Stage 2: Interest
Goal: Understand what the visitor needs and personalize the journey from there.
Once you’ve earned the click or response, you’re no longer shouting into the void.
Now you have a chance to ask smart questions, uncover pain points, and guide buyers toward what matters most to them.
This stage is all about active discovery but without overwhelming the lead.
You’re not pushing a pitch, you’re opening a door.
Why it matters:
Most site visitors don’t follow a neat, linear path. You need to guide them dynamically.
A well-timed, relevant follow-up message increases the chance of conversion later on.
The more intent you capture here, the smarter your chatbot (and sales team) can be downstream.
How Warmly’s AI chatbot drives this stage:
At the interest stage, context meets curiosity.
Warmly’s AI uses every available signal, such as page views, UTM source, IP firmographic data, and previous visits to personalize the conversation in real-time.
Here’s what that looks like:
1. Segment your visitors instantly
Let’s say your visitor just clicked on a “Solutions for Sales Teams” page.
Instead of generic chat, Warmly can say:
“Looking to scale your outbound motion or personalize inbound follow-ups?”
Even better, the AI can then branch the conversation:
“We help sales teams book 3x more meetings - want to see how?”
“Want to compare our AI chat to what you’re using now?”
2. Dig into the use case with one follow-up
With brand-trained AI, Warmly can ask sharp, relevant questions like:
“Are you mostly trying to book more demos, qualify leads faster, or route traffic more effectively?”
Each response can then unlock a tailored journey, e.g., offer a relevant case study, interactive tour, whitepaper, etc.
3. Handle objections before they come up
Unlike traditional bots that wait to be asked, Warmly’s AI chat can sense when hesitation is creeping in based on what someone clicks on, hovers over, or asks, and responds instantly to reassure.
For example, a visitor is exploring pricing and clicks “Compare Plans,” then pauses without taking action.
Warmly jumps in with:
“Trying to figure out which plan fits your team size best? Happy to help. Our Growth plan is ideal for GTM teams under 20, and you can scale up as needed - no lock-ins.”
Then it follows up with:
“Want a quick side-by-side comparison or to talk to someone about pricing flexibility?”
By proactively offering clarity before the visitor bounces, Warmly reduces friction and moves the conversation forward instead of letting doubt stall it.
4. Offer social proof and context
Buyers want to know they’re not the first.
Warmly can pull from a library of customer proof points or case studies that match the persona:
“We helped a team like yours (Series A, 20-person GTM) increase qualified demo volume by 2.4x. Want the 2-min breakdown?”
💡 Pro tip: Use page-specific CTAs to keep the flow going:
On feature pages: “Want to see this in action?”
On use case pages:“Curious how it works for your exact role?”
On repeat visits:“Ready for a deeper dive?”
At the Interest stage, the win is clarity.
You learn more about what the visitor cares about, and they learn how you can help.
It’s the foundation of a warm, high-converting relationship, and Warmly’s AI chat handles it automatically, with brand-safe language and on-brand vibes.
Stage 3: Consideration
Goal: Guide high-intent leads toward decision without pressure, but with clarity.
By this stage, the visitor has shown strong interest.
Maybe they’ve engaged with your chatbot, visited multiple product pages, or asked specific questions.
They’re evaluating options, and now it’s your chatbot’s job to make it easy to say yes.
This is where many chatbot experiences fall flat.
Generic replies, hard-coded decision trees, and vague CTAs cause drop-offs.
Warmly’s AI chat keeps the momentum going by delivering contextual, human-sounding, decision-enabling conversations backed by real-time signals and your own GTM language, offering incentives, quick demos, social proof, and more.
Why it matters:
Most leads drop off not because they’re not interested, but because they’re confused or uncertain.
Your chatbot should remove friction, not add more.
When a lead is evaluating you vs. competitors, timing and clarity can make or break the deal.
How Warmly’s AI chatbot wins this stage:
1. Answer detailed product questions like your best rep would
At the consideration stage, people want specifics.
Warmly’s chatbot draws on brand-trained knowledge to respond naturally and informatively.
For example, a visitor may ask: “How do you handle attribution across paid and organic channels?”
Warmly’s chatbot responds:
“Great question. We use unified data modelling to track multi-touch journeys across paid, organic, and outbound. Want to see a live walkthrough?”
There’s no waiting, no copy-pasted FAQ links. Just crisp, intelligent answers that help buyers move forward.
2. Bring in the right social proof at the right time
Leads in this stage often want reassurance: Is this proven? Has it worked for companies like mine?
Warmly can serve up persona-matched proof points automatically:
“Teams at [Company A] and [Company B] saw a 30% increase in booked demos using this exact chatbot setup. Want to see their before/after results?”
Bonus: It can even link to relevant case studies or offer a PDF summary inside the chat.
3. Surface comparison and ROI content dynamically
If a lead is exploring alternatives, your AI chat can nudge them with high-leverage content:
“Curious how we compare to Drift or Intercom? Here’s a side-by-side.”
“Want to estimate your potential ROI with Warmly? I can show you.”
And because Warmly’s chat is integrated with Warm Intent Signals, it knows when these nudges are actually helpful instead of pushy.
4. Offer instant escalation without skipping a beat
Not every conversation needs to stay in chat.
When a lead is ready to talk, Warmly can:
Seamlessly transition to a human rep when it comes to high-value accounts.
Instantly offer calendar booking links.
💡 Pro tip: Review chat transcripts from consideration-stage leads.
Where do they hesitate? What objections repeat?
Train your Warmly chatbot to address these upfront, so by the time someone talks to sales, they’re already halfway sold.
At the Consideration stage, Warmly helps you move from ‘maybe’ to momentum.
It gives buyers exactly what they need to make confident decisions without pressure, without scripts, and without sounding like a bot.
Stage 4: Conversion
Goal: Make it frictionless to book a demo, start a trial, or say “yes” in any form.
You’ve captured attention, earned trust, and answered objections.
So, now it’s time to make the close feel effortless.
At this stage, your chatbot isn’t a guide anymore. It’s a closer.
Why it matters:
Even high-intent leads drop off when there’s too much friction (long forms, unclear next steps, awkward handoffs).
The timing of the ask is everything: too early and you lose them, too late and they’re gone.
Great chatbot funnels treat conversions like a natural step in the conversation, not a hard sell.
How Warmly’s AI chatbot closes the loop:
1. Recognize buying signals and act instantly
Warmly tracks signals like:
Multiple product page views.
Returning to the pricing or demo page.
Asking specific technical or ROI-related questions.
When those signals fire, the chatbot knows it’s time to shift gears:
“Looks like you’re serious about finding the right fit. Want to grab a time to walk through everything live?”
2. Surface the calendar right inside the conversation
Instead of sending people off to a separate booking page (where drop-off happens), Warmly:
Embeds your team’s live calendar into the chat.
Auto-fills the visitor’s info based on prior answers.
Lets them book with one click.
For example:
“Here are a few times with our product expert this week. Want me to lock one in for you?”
3. Offer demo incentives or urgency, but only when it makes sense
Warmly can trigger limited-time offers or meeting incentives based on persona, campaign, or lead score.
“We’re running a July promo - book a demo this week and we’ll send you a $50 DoorDash gift card.”
It’s not pushy. It’s personalized motivation, triggered only when the lead is hot.
4. Transition to human when it matters most
For your hottest leads, Warmly lets you jump in live or even flip to a video call, right from the chat.
The chatbot can be integrated with your Slack channel, so your reps will be immediately notified when a high-value lead engages with it and monitor the session in real-time.
If you want to learn how to integrate your Slack with Warmly’s chatbot, check out this video guide.
From there, they can tune into the conversation when they assess the time is right, or the lead requests to speak to a human.
Alternatively, Warmly’s smart chatbot can recognize high-intent leads and suggest they talk to a human:
“You’ve got someone from our team available now - want to go face-to-face for a few minutes?”
This feature turns a high-intent chat into a high-impact moment while it’s fresh.
💡 Pro tip: If someone doesn’t convert, set follow-up automation in motion. Warmly can:
Include those leads in email drip campaigns.
Connect with them on LinkedIn and contact them with a personalized offer.
Include them in highly targeted ad campaigns, leveraging all the info it has on them.
At the Conversion stage, the win is momentum.
Warmly’s chatbot makes saying “yes” the easiest thing your lead does all day.
No forms. No fluff. Just a clear, confident handoff from automation to action.
4 best sales chatbot software on the market
If you’re ready to build a high-converting chatbot funnel, the next question is: Which tool should you use?
Not all chatbots are built for sales - some are glorified FAQ bots, while others lack the intelligence, personalization, or integrations needed to move real pipeline.
To help you choose, I’ve rounded up four of the best AI chatbot platforms purpose-built for sales teams in 2025.
Each of these tools brings something different to the table depending on your goals, team size, and tech stack.
Let’s break them down:
Tool
Use Case
Pricing
Warmly
Real-time, signal-based lead engagement and conversion
Free plan available. Paid tiers: - Data Only: $599/mo or $5,000/year - Business: $19,000/year (10k visitors) or $45,000/year (75k visitors) - Enterprise: Custom pricing
Docket
Technical sales support and AI-powered buyer engagement
Custom pricing. Book a demo for details.
Conversica
Automated multichannel follow-up to qualify and convert leads
Custom pricing. No free trial; book a demo for details.
Drift
Enterprise-grade conversational ABM and high-volume pipeline generation
Now part of Salesloft. Pricing is not publicly available - contact sales for details.
1. Warmly - Real-time, signal-based lead engagement and conversion
Warmly is a full-funnel AI platform designed to help GTM teams identify, engage, and convert high-intent website visitors.
It combines data-driven lead intelligence (Warm Intent Signals) with AI-driven personalized buyer journeys, automating the manual tasks that slow down revenue teams.
At the heart of it is Warmly’s AI chatbot: a generative, brand-trained assistant that delivers personalized conversations, books meetings, and routes hot leads to your team at exactly the right moment.
Standout features
Generative AI chat trained on your messaging - Warmly’s chatbot speaks in your brand’s voice using the same value props and positioning your reps use.
Signal-based personalization - Conversations adapt in real-time based on visitor behavior, traffic source, and ICP fit.
Lead routing and Slack alerts - Instantly notifies reps in Slack when a hot lead is live, with preset rules for territory, team, or product line routing.
Instant demo booking - Embedded calendar links let visitors schedule meetings directly in the chat, with one click.
Live rep handoff + video calls - Chat escalates to a human (or video call) in seconds when a rep is available, no form fills needed.
Multi-path conversation flows - Chat adapts based on persona, use case, or objections, helping qualify and convert faster.
Analytics and optimization - Track drop-offs, top-performing flows, and common objections to refine chat performance over time.
CRM and tool integrations - Connects with Salesforce, HubSpot, Slack, and more to keep your stack in sync.
Pricing
Warmly offers a free forever plan that allows you to reveal up to 500 monthly visitors, set up ICP filters to quickly identify high-quality leads, and automate basic lead routing.
If you need more, there are three tiers to choose from:
Data Only: Starts at $599/mo when billed monthly or $5,000 when billed annually, lets you identify up to 5,000 monthly visitors, first-party intent signals, alerts, and access to Warmly’s B2B prospecting database.
Business: Starts at $19,000/year for up to 10,000 visitors or $45,000/year for up to 75,000 visitors, everything in Data Only, plus third and second-party signals, sales orchestration, AI Chat, and lead routing.
Enterprise: Custom pricing, custom number of visitors, everything in Business, plus custom signals and warm calling.
2. Docket - Sales teams that need technical, AI-powered product support at scale
Docket is an AI assistant platform built specifically for sales engineers, solution consultants, and technical sellers.
Instead of replacing reps, it acts like an always-on teammate, instantly answering technical product questions, automating responses to RFPs, and handling complex objections during live sales conversations.
Its AI Seller and AI Sales Engineer can be deployed across websites, sales decks, or Slack threads, giving buyers instant, high-quality answers when reps aren’t available.
Standout features:
AI Sales Engineer - Answers deep technical questions with context pulled from docs, Slack, Notion, and sales calls, available 24/7 across decks, websites, or Slack.
AI Seller - Proactively drives deals forward by engaging and qualifying leads, booking demos, and providing detailed analytics.
Sales Knowledge Lake - Centralizes content from Gong, Salesforce, product docs, and more to power accurate responses across touchpoints.
Pricing
Docket doesn’t publish any information regarding its pricing plans.
You can book a demo to get more details.
3. Conversica - Automated lead follow-up and multichannel outreach at scale
Conversica is an AI-powered virtual assistant platform built to help sales and marketing teams follow up with leads consistently without adding headcount.
Instead of just handling live chat, Conversica uses intelligent automation to reach out across email, SMS, and chat to qualify leads, re-engage cold prospects, and push deals forward.
It’s especially valuable for high-volume funnels where reps don’t have time to follow up manually with every lead and across every channel.
Standout features
AI Sales Assistant - Automatically initiates and manages 1:1 conversations with leads via email or SMS, using natural language and human-like cadence.
Lead qualification and handoff - Identifies interest, collects intent signals, and routes qualified leads to sales with full context.
Multichannel automation - Engages contacts across email, website chat, and text to maximize response rates.
Pricing
Conversica doesn’t publish its price.
There’s no free trial either, so all that’s left is to book a demo with its team and ask them all you want to know on the spot.
4. Drift - Enterprise B2B teams running high-volume, conversational ABM and demand gen
Drift - now part of Salesloft following their 2024 acquisition - remains a powerhouse conversational marketing platform.
It delivers enterprise-grade, real-time chat with firmographic targeting, calendar booking, and smart routing while integrating into broader sales orchestration workflows
Standout features
Conversational ABM with precision targeting - Tailor bot greetings based on firmographics, ICP fit, and account history to treat each visitor like a high-value prospect.
AI chatbot playbooks - Pre-built flows for demo booking, qualification, and objection handling streamline conversational workflows.
Robust analytics and reporting - Offers pipeline attribution, conversion tracking, and engagement metrics to optimize chat performance.
Pricing
Although Salesloft has two pricing plans, Drift is charged separately.
However, Salesloft doesn’t disclose prices for any of its products, so you’ll have to contact sales for details.
FAQs
How do sales chatbots work?
Modern sales chatbots use AI, often powered by large language models like GPT-4, to engage website visitors contextually and relevantly.
They qualify leads by asking context-aware questions, personalize conversations using behavioral or firmographic data, and route hot prospects to reps or book meetings automatically.
The most advanced chatbots, like Warmly’s, also respond intelligently based on traffic source, past visits, and ICP fit.
Can the chatbot be integrated into my CRM?
Yes - most modern sales chatbots offer native or API-based integrations with CRMs like Salesforce, HubSpot, or Pipedrive.
These integrations sync contact data, lead status, and conversation history so your reps have full context before reaching out.
Tools like Warmly also use CRM data to better inform live conversations and trigger workflows based on lead stage or ownership.
Next Steps: Build a chatbot sales funnel that actually converts
AI-powered chatbots have become a genuine revenue lever for teams that have incorporated them into their workflows.
Namely, when powered by real-time signals, brand-trained NLP models, and intelligent routing, a chatbot becomes the front door to your entire GTM engine.
Whether you're looking to capture more leads, qualify traffic faster, or give every buyer a tailored path to purchase, building a chatbot sales funnel is one of the smartest moves you can make in 2025.
And if you want a chatbot that’s actually built for this?
Warmly’s AI Chat does it all, automatically engaging your best leads, booking demos, and looping in your reps at exactly the right time.
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