Warmly

Overview

Warmly is an autonomous revenue platform for B2B go-to-market teams, pairing visitor identification with inbound engagement and tools for prospect discovery. It is best suited to teams that want those workflows connected; the main trade-off is that product usage draws on shared monthly credits.

Its free API/MCP tier offers a low-commitment way to access three read-only tools, but teams seeking the full web and inbound product face annual plans starting at five figures.

Key features

The Inbound Agent identifies website visitors at the person level and supports follow-up through AI chat informed by Context Graph context, intent-based popups and personalized microsites. Together, those features suit teams aiming to engage visitors on their site rather than only identify them. The breadth is useful for a coordinated inbound motion, but may be more than a team needs if it wants visitor identification alone.

Warmly also includes intent signals, company and people search, phone numbers, an email finder and CRM synchronization. Integrations include HubSpot, Salesforce, Close.io, Zoho and Pipedrive, with Slack and Microsoft Teams notifications. This mix can connect prospect discovery to sales workflows, though the annual web and inbound plans carry substantial starting prices.

For technical workflows, Warmly offers REST endpoints with API-key authentication and an MCP server with OAuth access. Its three tools are read-only, making this access better suited to retrieving information than taking actions through MCP. API/MCP credits are shared across the Warmly product, and new visitor identifications pause when the monthly pool runs out. Teams combining API use with web identification should account for that shared limit.

The Trust Center provides information on CCPA, EU Data Act, GDPR and SOC 2 compliance, along with access to SOC 2 and penetration test reports. API and MCP issues go to [email protected]; account, billing and product questions are directed to sales.

Pricing

Warmly has a free API/MCP tier alongside annual product plans. The API/MCP tiers are billed monthly and scale their credit allowance, while the three annual web and inbound plans each start at 10K credits per month. Because credits are shared across the product, the allowance is not an isolated API quota.

The API/MCP tiers are the more accessible way to use Warmly, but their credit caps and read-only tools constrain both volume and action-taking. The annual plans are a materially larger commitment; their shared 10K starting credit allowance means teams should consider combined usage rather than treating each workflow as separately provisioned.

Platforms

Warmly is available on web and through an API. Its MCP server adds OAuth access for compatible technical workflows, while REST access uses API-key authentication.

Who it's for

Warmly is aimed at B2B go-to-market teams monitoring buying intent across websites, outbound and CRM. It fits organizations that want visitor identification, inbound engagement and prospect data in one revenue workflow, particularly when CRM synchronization and messaging notifications matter. It is less compelling for teams that need only a lightweight visitor lookup or cannot justify the annual starting prices for its broader product.

Pros and cons

Pros

• Broad go-to-market coverage: visitor identification, inbound engagement, intent signals, prospect search and CRM synchronization span several linked sales tasks.
• Multiple access paths: web, REST and MCP access give teams options for user-facing and technical workflows.
• Free API/MCP entry: the $0 tier allows limited use without a paid monthly commitment.
• Trust resources: compliance information and SOC 2 and penetration test reports are accessible through the Trust Center.

Cons

• Shared credit pool: API/MCP use can consume credits needed elsewhere, and new visitor identifications pause when the monthly pool is exhausted.
• Read-only MCP tools: the three tools do not provide an action-taking MCP workflow.
• High annual starting prices: the named web and inbound plans begin at $10,000 per year, with higher starting prices for chat and autopilot.
• Limited free API/MCP allowance: 250 credits per month is a small ceiling for teams with sustained usage.

Alternatives

For a broader comparison, see Account-Based Marketing Software, Ideal Customer Profile Software, Lead Qualification Software, Visitor Identification Software, AI Lead Generation Software and Website Visitor Tracking Software.

• Abmatic AI is worth considering if a free visitor-company reveal, one personalization campaign and basic intent signals meet the need; its free plan also includes community support.
• Propensity may suit teams seeking account- and contact-level website de-anonymization, intent data, unlimited campaigns and users, and Salesforce and HubSpot CRM connections at its $2,000/mo Essential tier.
• Folloze is another web- and API-based alternative.
• Hushly offers a free plan with PageSherpa full access, 50 starting credits and community support, making it an option for teams prioritizing a no-cost entry point.
• Influ2 is a paid, web-based alternative.
• Factors.ai may be preferable for teams whose needs fit its Lite tier: $199/mo after trial, up to 5,000 monthly tracked users, up to 1,500 companies identified per month and three seats.
• Ploy offers a free web plan with 500 credits per day (2,000 max), custom domains, Google Workspace integrations and GitHub sync.
• 6sense is a paid API-based option centered on predictive AI, scores and dashboards, Sales Copilot, company and contact data acquisition, and buyer discovery.

Verdict

Choose Warmly if your B2B team wants visitor identification, inbound engagement and prospect discovery tied into its CRM and sales workflows. Its breadth and multiple access paths are the strongest reasons to choose it. Look elsewhere if you need only a narrow identification tool, require MCP actions rather than read-only access, or cannot justify annual plans starting at $10,000.