Warmly

Warmly describes itself as an autonomous revenue agent platform for B2B go-to-market teams. Its Inbound Agent identifies website visitors at the person level and offers AI chat with Context Graph context, intent-based popups and personalized microsites. The product also monitors buying intent across websites, outbound and CRM, with company and people search, intent signals, phone numbers and an email finder. Integrations include HubSpot, Salesforce, Close.io, Zoho and Pipedrive, plus Slack and Microsoft Teams notifications. Warmly provides an MCP server with OAuth access and REST endpoints using API-key authentication; its three tools are read-only. API and MCP credits are shared across the product, and new visitor identifications pause when the monthly credit pool runs out. The free API/MCP plan includes 250 credits per month; paid API/MCP plans start at $99 a month. Annual web-deanonymization starts at $10,000 a year, Inbound Chat at $20,000 a year and AI Inbound Autopilot at $30,000 a year, each from 10K credits per month. Warmly was founded in 2020 and is headquartered in San Francisco.

Warmly combines visitor identification, intent tools and integrations for B2B go-to-market teams. Credit sharing and the pause on new identifications make monthly usage limits important to consider.

Warmly suits B2B go-to-market teams looking to monitor buying intent and identify website visitors. Its API and MCP options may suit teams that need read-only access to Warmly tools.

Warmly is a B2B go-to-market platform for identifying website visitors and engaging them through inbound tools. It is best suited to teams that want prospect discovery, intent signals and sales workflows connected; teams looking only for a low-cost visitor identifier should weigh its shared credit limits and annual web-plan prices carefully.

Overview

Warmly describes itself as an autonomous revenue agent platform. Its Inbound Agent identifies visitors at the person level, while the broader tool suite monitors buying intent across websites, outbound and CRM. That breadth can support a coordinated go-to-market workflow, but it may be more than a team needs if its priority is simply to see which companies visit a site.

Key features

The Inbound Agent combines AI chat informed by Context Graph context with intent-based popups and personalized microsites. These tools are aimed at engaging visitors as well as identifying them, making Warmly a better fit for teams prepared to build inbound follow-up into their process than for buyers seeking identification alone.

Warmly includes intent signals, CRM synchronization, company and people search, phone numbers and an email finder. Its integrations include HubSpot, Salesforce, Close.io, Zoho and Pipedrive, along with Slack and Microsoft Teams notifications. The combination connects prospect discovery with sales follow-up, though it comes with an important usage constraint: credits are shared across the Warmly product, and new visitor identifications pause when the monthly pool runs out.

Technical teams can use REST endpoints authenticated by API key or an MCP server accessed with OAuth. The three MCP tools are read-only, so they suit workflows that need to retrieve information rather than change it. API and MCP issues go to [email protected]; account, billing and product questions are directed to sales.

Warmly's Trust Center provides information on CCPA, EU Data Act, GDPR and SOC 2 compliance, and access to SOC 2 and penetration test reports. This gives security-conscious teams a route to review those materials as part of their evaluation.

Pricing

Warmly has a free API/MCP tier and paid API/MCP subscriptions billed monthly, alongside annual web and inbound plans. Credit allowances matter across the product because the credit pool is shared; a team that uses credits in one workflow has less room for visitor identification before new identifications pause.

The free API/MCP plan is the lowest-commitment way to access the three read-only tools, with 250 credits per month; it does not provide the larger allowances of the paid tiers. Starter, Growth and Pro raise that API/MCP allowance to 500, 1,000 and 2,500 credits per month respectively, while Enterprise uses custom pricing for 2,500+ credits per month. These plans suit teams scaling API/MCP usage, but the shared pool means the headline allowance is not reserved solely for visitor identification.

The web and inbound plans each start at 10K credits per month but are priced annually: AI Web-Deanonymization starts at $10,000 / year, Inbound Chat at $20,000 / year and AI Inbound Autopilot at $30,000 / year. The lower-priced web option is the more focused entry point; the higher-priced plans are for teams seeking inbound chat or an autonomous inbound workflow. Those annual starting prices make the full web and inbound offer a substantial commitment compared with the free API/MCP tier.

Platforms

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

Who it's for

Warmly is a strong candidate for B2B go-to-market teams that want person-level website identification alongside intent signals, prospect discovery, inbound engagement and CRM-connected follow-up. It is less compelling for buyers who need only a narrow identification tool, or who cannot accommodate shared monthly credits and the annual starting prices of the web and inbound plans.

Pros and cons

• Pros: Person-level identification is paired with chat, intent-based popups and personalized microsites, giving teams tools for both recognition and engagement.
• Pros: CRM, messaging and prospect-discovery capabilities connect several go-to-market steps, including integrations with major CRM options and Slack and Microsoft Teams notifications.
• Pros: A free API/MCP tier provides three read-only tools and 250 monthly credits, allowing technical teams to start without a paid subscription.
• Cons: Credits are shared across Warmly, and new visitor identifications pause when the monthly pool is exhausted, so usage in other workflows can affect identification volume.
• Cons: The web and inbound plans start at $10,000 / year, with the Inbound Chat and AI Inbound Autopilot starting at $20,000 / year and $30,000 / year respectively.
• Cons: The three MCP tools are read-only, limiting their fit for workflows that need to make changes through MCP.

Alternatives

For a different visitor-identification option, compare SalesViewer. Lusha is another freemium alternative, with a free plan that includes 40 monthly credits and one seat. Leadberry is a freemium alternative with a free trial. Leadfeeder offers a free-forever Lite plan with unlimited users, seven days of visitor history and up to 100 identified companies per month. Nalloo offers a free plan with 50 monthly identifications, dashboard and firmographics. Ploy has a free plan with 500 credits per day, capped at 2,000, alongside custom domains and Google Workspace integrations. RB2B offers a free plan with 150 monthly resolutions and company-level identification, but no person-level identification, email addresses or other integrations. OrgSight is another freemium option with a free-forever plan.

For broader comparisons, browse Website Visitor Identification Software, Account-Based Marketing Software, Lead Qualification Software, Visitor Identification Software, Ideal Customer Profile Software and Website Visitor Tracking Software.

Verdict

Choose Warmly if your B2B team wants person-level visitor identification tied to inbound engagement, prospect discovery and sales workflows. Its strongest case is the breadth of that connected toolkit; look elsewhere if you need identification alone, more usage certainty from a separate credit pool, or a lower-cost route to the annual web and inbound plans.