Warmly

About Warmly

Warmly operates as an AI-driven pipeline acceleration platform, established in 2020 by co-founders Max Greenwald, Alan Zhao, Carina Boo, and Val Yermakova. The company's creation stemmed from CEO Max Greenwald's experiences at Google, where he recognized the potential for technology to foster better relationships in business meetings. The founders, including Alan Zhao, who has a background in automating manual tasks with programming, and Carina Boo, who previously worked as a software engineering manager at Google, united to develop a solution for sales teams. After multiple pivots, the company found its product-market fit and has since secured significant funding, including a $17 million Series A round, to expand its team and enhance its AI capabilities.

The core of Warmly's business is to help small and medium-sized B2B companies identify and engage with high-intent prospects. The platform functions by de-anonymizing website traffic, identifying up to 60% of companies and 15% of individual contacts visiting a client's site. It achieves this by adding a script to the client's website and integrating with their existing CRM and sales tools. Warmly's AI analyzes first- and third-party intent signals—such as website behavior, product usage, and research activities on the web—to score and prioritize leads. This allows sales and marketing teams to focus their efforts on prospects who are actively considering a purchase. The business model is subscription-based, with tiered pricing plans starting from a free version that de-anonymizes a limited number of visitors to enterprise-level custom packages.

Warmly's product is an autonomous revenue orchestration platform that automates outreach and engagement. Key features include website visitor identification, real-time intent signal monitoring, and automated, personalized outreach via email, LinkedIn, and an AI-powered chatbot. The platform integrates with CRMs like HubSpot and Salesforce to ensure seamless data synchronization. By identifying high-intent leads and automating the initial contact, the platform aims to increase reply rates and book more meetings for sales teams. For instance, it can alert a sales representative via Slack when a high-value prospect is on their website, enabling immediate engagement through live chat or a video call. Clients such as New Relic, Cyberhaven, and CircleCI use the platform to enhance their sales pipelines.