AI GTM Product Review: Warmly.ai—Prospect Targeting and Prioritization

Warmly.ai is another product worth looking at in the growing ecosystem of AI-based GTM tools for B2B use cases. While the previous tools I've reviewed like OctaveHQ (messaging playbooks), Clay (data enrichment) and Instantly (email deliverability) form the core of a “Virtual BDR” stack, Warmly slots in as a practical intent platform: de-anonymizing website traffic, scoring visitors based on multiple levels of buying signals, and helping Sales teams focus on prospects most likely to convert.

Overview

Warmly.ai is a B2B intent data platform that helps GTM teams turn anonymous website traffic into prioritized sales opportunities. At its core it combines identity resolution, multi-source intent scoring, and a handful of campaign activation channels—all in a single lightweight package. The platform identifies which people from which companies are visiting your website, then applies a three-layer intent scoring model to determine buying readiness:

• First-Party Intent: behaviors on your own site (pages viewed, frequency, time on site)

  
  

• Second-Party Intent: activity tied to social engagement or signals coming from platforms like LinkedIn

  
  

• Third-Party Intent: broader research behavior (e.g., reading reviews, visiting comparison pages, consuming category-level content)

The result is a complete list of contacts who have recently visited the company website, scored and ranked by likelihood to engage—giving AEs an exact roadmap as to who to reach out to first, instead of chasing cold leads from trade shows, webcast registrations and LinkedIn Sales Navigator.

How it Works

Warmly.ai begins by installing a tracking script on your site (often called a 'pixel') to capture visitor traffic and match IPs against B2B identity sources. Once visitors are de-anonymized, they’re enriched and run through the three-tiered scoring model mentioned in the previous section. First-party intent is measured through behaviors on your own site—what pages are viewed, how often a visitor returns, and how much time they spend. Second-party intent reflects activity tied to social engagement, such as interactions on LinkedIn. Third-party intent takes into account broader research behavior like reading product reviews, or comparison shopping activity elsewhere on the internet.

After the scoring is complete, accounts are automatically sorted and ranked in real time, producing a prioritized “hit list” for Sales. These insights appear in an accessible dashboard, but can also flow directly into CRMs like Salesforce or HubSpot. From there, Sales teams can immediately act on the data, with Warmly providing three built-in activation channels—email, LinkedIn, and PPC—to trigger outreach, targeting and re-targeting. A native chatbot is also available to engage high-intent visitors while they are still live on the site . . . which initially feels like an out-of-place add-on, but quickly turns into a nice-to-have part of the stack.

Other Features

Warmly integrates with CRMs like Salesforce and HubSpot, making it possible to send both visitor data and intent scores straight into your Sales pipeline. Account prioritization can be filtered by firmographic data (company size, industry, geography), and alerts can be configured to notify AEs when priority visitors are active in real time.

The chatbot is particularly useful for companies without dedicated SDR coverage—capturing inbound engagement when it happens, without requiring round-the-clock staffing. For marketing teams, the PPC and LinkedIn integrations ensure that ad spend is focused on accounts showing tangible buying intent, rather than the broad shotgun-style targeting that has become far too acceptable in today's Enterprise GTM.

My Thoughts

What I like about Warmly is its simplicity. Too many intent platforms complicate their scoring models, layering in so many external feeds that the output becomes difficult for Sales to actually use. Warmly keeps it straightforward: track website visitors, add context from social and research signals, rank the list, and activate it in channels that Sales and Marketing already know how to use.

This makes Warmly particularly well-suited for digital marketing teams that want to experiment with intent, without committing to the cost or complexity of heavyweight ABM platforms and 3 to 6 month tech stack integration projects. Warmly may not completely replace 6sense or Demandbase in large Enterprises any time soon, but for small to mid-market teams trying to improve Sales efficiency on a budget, it’s a smart and pragmatic first step that can be up and running in less than a day or two.

Bottom Line

The real power of Warmly.ai is in making intent simple, actionable, and affordable for teams that need wins quickly, operate with low overhead, and are not deep in technical sophistication. By giving AEs a prioritized list of who to chase, and tying that list directly into the tools they already use (email, LinkedIn, PPC), Warmly increases the odds that every outreach attempt hits the mark. Personally, I've heard email open rates as high as 50% when companies use this type of intent-focused data. Considering the industry average on cold email outreach is anywhere from 9% to 13%, the value of good intent data cannot be ignored anymore.

If you’re a marketing leader looking to give the Sales team a higher chance of success—and want to prove the value of intent data without breaking the budget—Warmly feels like a platform worth piloting.

_____________________________________________

About Me (Eric Rudolf)

I am a career Marketing, Growth, Go-To-Market and Strategy exec who helps emerging tech firms create value—and ultimately scale—by using AI-based tools to accelerate GTM activities and lower GTM spend. These AI tools and tactics include Real-Time ICP Development, Audience Targeting, Anonymous User Resolution, Content Development, Graphic Design, Video Creation, Virtual Outbound, BDR Bullpens, AI-Based Competitive Analysis and Monitoring, Lead Scoring and Campaign Activation.

If you'd like to speak about the possibility of engaging a Fractional CMO, please feel free to fill out this form on my website. And be sure to connect with me on LinkedIn any time—my profile is always open.