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Warmly, Inc. Unclaimed

B2B SaaS

www.warmly.ai

Unified, data-driven platform for B2B revenue teams to orchestrate go-to-market motions and build pipeline.

Warmly is a B2B revenue platform that unifies account-level data and orchestrates go-to-market motions across sales, marketing, and RevOps. At its core is a unified data layer that ties together signals, actions, context, and outcomes to explain what happened and guide what to do next. The platform enables on-site engagement to convert visitors, supports scalable outbound orchestration, and provides real-time enrichment, ICP tiering, and buyer-committee identification to improve targeting and pipeline. Serving revenue teams, Warmly helps identify the right accounts, prioritize opportunities, and build qualified pipeline through data-driven workflows and integrations with CRM and other tools. The goal is a neutral, actionable view of account activity that drives faster, more reliable revenue outcomes.

Warmly's mission is to empower revenue teams to identify and engage the right accounts and accelerate conversions through a unified data layer and automated go-to-market orchestration.

What we offer

Warmly Platform

Streamline your revenue generation with comprehensive data-driven workflows and seamless integration.

www.warmly.ai

Context Graph

Gain comprehensive insights into every account's activity and outcomes with Context Graph.

www.warmly.ai/p/context-graph

Nametags

Enhance Engagement with Customizable Attendee Name Tags.

www.getnametags.com/

Who do we serve

Growth Stage Tech And SaaS Companies

North American growth-stage tech and SaaS firms seeking ABM, reliable data, and faster pipeline.

Global Enterprise Buying Committee

Global enterprises with multi-stakeholder buying committees seeking unified insights to accelerate complex purchases.

B2B Services And Agencies

North American and European agencies delivering client campaigns requiring scalable ABM and data-driven enablement.

Market segments

Market size by segment

Growth potential (CAGR)

Account-based marketing (ABM)

1.5 Billion USD12% CAGR

Capabilities to identify, target, and personalize engagement for named accounts across channels using dynamic audiences, LinkedIn ad targeting, personalized landing pages, retargeting, and account scoring to drive pipeline.

On-site conversion optimization

1.7 Billion USD11.6% CAGR

On-site engagement features that convert anonymous visitors into opportunities via AI chatbots, personalized landing pages, smart popups, live human chat, meeting booking, and real-time routing.

Outbound sales engagement

9.6 Billion USD14% CAGR

Orchestration of scalable outbound sequences and multi-channel outreach with lead routing, nurture campaigns, ML intent scoring, and audience orchestration to accelerate outreach and follow-up.

Account intelligence and enrichment

6.95 Billion USD8.75% CAGR

Real-time enrichment, account-level visibility, ICP tiering, buying-committee identification, and unified data that power prioritization, analysis, and CRM workflows.

Virtual meeting branding

0.5 Billion USD20% CAGR

Branding and attendee identification for live virtual meetings using customizable, dynamic nametags to enhance professionalism and personalization in online events.

More information about our offering

Warmly Platform

Warmly Platform is a B2B revenue platform that unifies account-level data and orchestrates go-to-market motions across sales, marketing, and RevOps. It centers on the Context Graph, a unified data layer that links signals, actions, context, and outcomes to explain what happened and guide what to do next. The platform enables on-site engagement, scalable outbound orchestration, and real-time enrichment to improve targeting and pipeline. It incorporates modules like Inbound Agent, which enhances on-site conversion with AI chatbots, personalized landing pages, and lead routing.

  • Connect With Existing Tools
    Warmly integrates with popular CRM systems and other essential tools, enabling easy data flow and enhancing the efficiency of revenue operations.
  • Convert Visitors On-Site
    Engage your website visitors in real-time with personalized interactions that drive conversions and improve the quality of leads.
  • Gain Insightful Context
    Leverage the Context Graph to understand the complexities of your account activities, helping you make informed decisions and strategize effectively.
  • Engage Visitors Instantly
    The AI chatbot provides instant answers and helps guide visitors, ensuring a smooth on-site experience that enhances engagement.
  • Automate Outreach Efforts
    Orchestrate automated outreach to target accounts effectively, ensuring your sales and marketing teams can connect with prospects at the right time.
  • Direct Leads Effectively
    This feature ensures that leads are connected with the appropriate representative based on predefined criteria, optimizing the conversion process.
  • Enhance User Experience
    These pages tailor content to individual visitors, improving relevance and engagement rates.
  • Build Targeted Audiences
    Creates customized audience segments using real-time data to enhance outreach effectiveness.
  • Score Buyer Intent
    Utilizes machine learning to assess and rank the intent of leads based on behavior.
  • Access Up-to-Date Information
    Get real-time data enrichment, ensuring your teams have the latest insights and can respond swiftly to changes in account activity.
  • Identify Key Decision-Makers
    Warmly helps you discover and engage with the right stakeholders within target accounts, improving your chances of successful conversions.
  • Connect with Agents
    Visitors can easily interact with live agents, providing them with the support they need to make informed decisions.
  • Book Demos Seamlessly
    Facilitates appointment scheduling through various calendar integrations, allowing for hassle-free setup of meetings.
  • Capture Attention Strategically
    These popups are designed to grab the interest of visitors at the right moment, increasing the chances of conversion.
  • Enhance Contact Data
    Sources and verifies comprehensive data about potential leads, making outreach more informed.
  • Automate Nurturing
    Deploys automated multi-channel engagement strategies to keep prospects warm until they are ready to convert.
  • Streamline Outbound Efforts
    Coordinates outreach efforts across multiple channels, ensuring a unified approach to lead engagement.
  • Focus on Ideal Customers
    Effectively prioritize your outreach efforts by identifying and targeting the accounts that closely match your ideal customer profiles.
  • Stay Informed Instantly
    Real-time notifications ensure that users never miss critical updates or opportunities.
  • Target on LinkedIn
    Incorporates LinkedIn advertising to reach the right audience across platforms.
  • Re-Engage Potential Leads
    This feature helps in recapturing visitor interest through targeted ads aimed at users who previously engaged.

Context Graph

Context Graph is Warmly's unified data layer that connects signals, actions, context, and outcomes for every account. It explains why interactions happened and what resulted, providing a complete picture of account activity to guide engagement.

  • Centralizes All Account Data
    Provides a singular reference point for all account interactions and outcomes.
  • Provides Complete Account Insights
    Helps teams to understand the complete journey of accounts, improving engagement and follow-ups.
  • Delivers Actionable Insights
    Empowers teams with the knowledge needed for informed decision-making and strategic planning.
  • Facilitates Seamless Integrations
    Ensures that contextual data flows smoothly into existing systems, enhancing the effectiveness of sales and marketing efforts.
  • Sends Immediate Notifications
    Keeps teams updated about pivotal changes or interactions, ensuring timely responses.

Nametags

Nametags is Warmly's Live Meeting Branding product that enhances virtual engagements by providing customizable name tags for attendees, ensuring professional and personalized identification during online meetings.

  • Provides Custom Name Tags
    Custom name tags for attendees create a more professional and personalized experience during virtual meetings, enhancing connection and engagement.
  • Tailors to Your Brand
    Easily adjustable name tags ensure your branding is consistent and reflects the tone of the event, making a lasting impression on participants.

References

Methodology and sourcing behind the figures shown above.

Account-based marketing (ABM)

Search results contained no explicit market-size or CAGR figures. I estimated total ABM platform and services market at about $1.5B (global, SaaS platforms + related services) using internal knowledge of combined vendor revenues, martech budget share for targeted B2B programs, and strong ABM adoption signals in the results. I set growth potential at ~12% CAGR based on rising adoption, reported program revenue improvements, and typical martech/subsector growth rates (mid-teens to low double-digits) implied by the cited adoption and ROI statistics.

On-site conversion optimization

Estimate based on published CRO market reports in the provided results. Future Market Insights reports the Conversion Rate Optimization (CRO) software market at USD 1.7B (2025) with an 11.6% CAGR to 2035; Virtue Market Research reports USD 1.45B (2023) and a 11.9% CAGR to 2030. Matomo and other sources show historical CRO software valuations (2018: $0.77B → 2026: $1.93B, CAGR ~9.6%). Service-focused CRO estimates are larger (MRFR: USD 5.2B in 2024, 6.32% CAGR), indicating services/advisory segments inflate total market figures. Because on-site engagement features (chatbots, personalized landing pages, popups, live chat, booking) are a core subset of CRO software, the market-size estimate uses the CRO software figures (FMI/VMR) and adopts the FMI CAGR (11.6%) as the growth potential.

Outbound sales engagement

Primary estimate based on FactMR’s Sales Engagement Software market study (base value US$9.6B in 2024, 14% CAGR to 2034). ResearchAndMarkets (via GlobeNewswire) provides a similar baseline (US$9B in 2024 to US$25B by 2031). MarketResearchFuture reports a larger 2024 figure and higher CAGR; given definitions and timelines, FactMR’s 2024 base and 14% CAGR were used as the representative, conservative market-size and growth estimate for outbound sales engagement platforms.

Account intelligence and enrichment

Primary estimate based on a Data Enrichment Solutions market report (covers real-time enrichment and related capabilities) reporting $6.95B in 2024 and an 8.75% CAGR (2025–2035). Secondary account-intelligence reports (Marketing Account Intelligence) show comparable market sizing and CAGR estimates (2024–2026 values ranging ~$3.4B–$6.54B and projected CAGRs 7–12.8%), supporting the chosen mid-single-digit‑billion baseline and high-single-digit growth assumption.

Virtual meeting branding

Estimated virtual meeting branding (customizable/dynamic nametags) as a small add-on/subsegment of broader webinar/virtual events and online meeting software markets. Used explicit market sizes and growth rates from search results (webinars & virtual events: $1.57B→$4.44B by 2025, online meeting software ~$23.4B in 2024, virtual events market $202.35B in 2025) and assumed branding features capture a low single-digit percent of platform revenues (midpoint ≈$0.5B). Growth potential aligned with platform CAGRs (≈22%) so a slightly conservative 20% CAGR was applied for this specialty feature market.