How long does implementation take?

Most RevOps teams are fully operational in 1-2 weeks. CRM connection takes hours. Full configuration — field mapping, routing rules, attribution setup — takes a few more days. We handle the heavy lifting.

Does this replace our existing tools?

It can replace or consolidate: website analytics (account level), intent data dashboards, some enrichment tools, and lead routing. Your CRM remains the system of record — Warmly enhances it, not replaces it.

How does enrichment compare to ZoomInfo?

Warmly uses a multi-vendor waterfall approach, pulling from multiple data providers to maximize coverage. For most B2B contacts, coverage is comparable to ZoomInfo at a fraction of the cost since enrichment is included.

How do you handle existing CRM data?

Initial sync imports existing records. Warmly can enrich and enhance without overwriting your data (configurable). You define what gets updated and what's protected.

What about custom CRM fields?

Full support for custom fields. You define the mapping; Warmly syncs accordingly. Standard fields map automatically; custom fields are point-and-click configuration.

How does routing work with existing territories?

Warmly reads ownership from your CRM and respects existing assignments. For new accounts, you can use round-robin, territory rules, or custom logic. No duplicate routing rules to maintain.

Can we customize attribution models?

Yes. First-touch, last-touch, linear, and custom weighted models available out of the box. You can also export raw touchpoint data to your BI tool for custom analysis.

How is data quality maintained over time?

Warmly continuously monitors for job changes, email bounces, and stale data. Records are automatically refreshed based on configurable rules. No more quarterly cleanup projects.

Is Warmly SOC 2 compliant?

Yes. Warmly is SOC 2 Type II certified and GDPR-ready. We take data security seriously — your CRM data is encrypted in transit and at rest, with role-based access controls.

Talk to a Warmly Customer

Trusted by 000 B2B marketing teams

Talk to a Warmly Customer

Trusted by 000 B2B RevOps teams

The Problems Killing Your Productivity

"I'm the integration layer"

Intent data here, enrichment there, engagement somewhere else. You're manually stitching together 5+ tools every week.

"Attribution is guesswork"

Marketing says they influenced the deal. Sales says it was cold outreach. Nobody can prove anything because touchpoints aren't connected.

"Data quality is a nightmare"

Bad emails bounce. Job changers go stale. Duplicates multiply. You're the cleanup crew.

See Everything That Happens to an Account

One platform for all signals

Warmly's Context Graph eliminates tool sprawl. Website visitors, Bombora intent, social engagement, and enrichment data — all in one place, automatically stitched together.

Website visitor identification (person + company level)

Third-party intent data (Bombora integration)

Social engagement tracking

Automatic enrichment (firmographic + technographic)

Single timeline per account

Learn about Context Graph

Clean data without the manual work

Stop the export-enrich-import-dedupe cycle. Warmly enriches contacts and accounts automatically, in real-time, with multi-vendor waterfall coverage. Data goes straight to your CRM, deduplicated on write, properly formatted, ready to use.

Multi-vendor enrichment waterfall (best-in-class coverage)

Real-time enrichment on record creation

Deduplication before CRM write

Custom field mapping

95%+ email deliverability

Learn about Full Enrichment

Data - Intelligent Updates, Not Fixed Schedules

Quality metrics you can show leadership

No more quarterly cleanup projects. Warmly continuously monitors and maintains data quality — catching job changes before they bounce, verifying emails before use, preventing duplicates at entry.

Quality metrics tracked:

Email deliverability: 95%+ (verified before send)

Data freshness: <90 days average (auto-refresh)

Enrichment coverage: 80%+ of records

Duplicate rate: <2% (dedupe on entry)

Job change detection: Automatic updates

Learn about Data Quality

Finally know what's working

Every touchpoint tracked. Every channel credited. From first anonymous visit through closed-won, Warmly connects the dots so you can actually report on what drove the deal — not just what touched it.

Attribution models available:

First-touch (acquisition source)

Last-touch (closing source)

Linear (equal credit)

Custom weighted (your model)

Influenced pipeline (any touch)

Learn about Signals

Bidirectional, real-time, configurable

No more batch imports or manual reconciliation. Warmly syncs bidirectionally with your CRM in real-time — pushing enriched data out, pulling ownership and opportunity data in.

Push to CRM:

New contacts discovered on site

Enriched fields (firmographic, technographic)

Activity timeline and engagement score

Attribution data

Push to CRM:

Account/contact ownership

Opportunity stage and value

Custom fields and segments

Learn about Integrations

Rules that don't break

Traditional routing rules require constant maintenance as territories change. Warmly routing is context-aware — it reads ownership from your CRM, respects territories, and handles edge cases automatically.

Routing capabilities:

CRM ownership respected automatically

Territory-based assignment

Round-robin distribution for new accounts

Custom rules engine for exceptions

Fallback routing (never lost)

Full audit trail

Learn about Rep Routing

Comparison

One Platform vs. Five Point Solutions

Need

Point Solution

Annual Cost

Warmly

Visitor Identification

Clearbit Reveal

~$12,000

Included

Data Enrichment

Clay

~$15,000

Included

Contact Database

ZoomInfo

~$15,000

Included

Intent Data

Bombora

~$30,000

Included

Website Analytics

6sense (for account ID)

~$15,000

Included

Total

5 vendors, 5 contracts

$87,000+

One platform

Additional RevOps benefits

One vendor to manage (not five)

One data model (no reconciliation)

One place for troubleshooting

One contract to renew

See Warmly Pricing

0

Hours saved weekly on data work

0

Tools consolidated to one

Full journey attribution visibility

Based on RevOps teams using Warmly to manage GTM data (2024-2025)

Revenue Outcomes

"Warmly sourced MQLs closed fifty percent higher and thirty percent faster than our other sources."

Stephanie Armand

RevOps

+50% higher close rate

30% faster close time

No manual list building

How RevOps Teams Use Warmly

Maintain clean data without manual effort

Email verification

Verify deliverability before outbound, protect sender rep

Job change detection

Catch when contacts leave companies automatically

Continuous refresh

Re-enrich stale records on a schedule

Duplicate prevention

Dedupe on entry, not quarterly cleanup

Quality dashboards

Show leadership metrics that matter

Scale personalization without scaling headcount

First-touch tracking

Know original acquisition source

Multi-touch models

Credit all influences fairly

Pipeline attribution

Connect marketing spend to pipeline

Revenue attribution

Tie activities to closed-won deals

Channel reporting

Compare performance across channels

Eliminate manual workflows

Auto-enrichment

New records enriched instantly

Smart routing

Leads assigned without rule maintenance

CRM sync

Bidirectional, real-time, conflict-free

Audience sync

LinkedIn audiences updated automatically

Alerting

Right rep notified when accounts show intent

See all integrations

Native integrations with your stack

CRM

Sales Engagement

Communication

From Data Janitor to Strategic Partner

The Problems Killing Your Productivity