Warmly

Overview

Warmly is a B2B go-to-market platform built around identifying website visitors and engaging them with inbound tools. It suits teams that want visitor signals, prospect discovery and CRM workflows in one product. Its breadth is useful, but shared monthly credits and five-figure annual starting prices for the core web and inbound plans are important constraints.

Key features

The Inbound Agent identifies website visitors at the person level, then supports engagement with AI chat informed by Context Graph context, intent-based popups and personalized microsites. This combination is a stronger fit for teams that want to act on visitor intent on their site than for buyers seeking identification alone.

Warmly also provides intent signals, company and people search, phone numbers, an email finder and CRM synchronization. Its integrations include HubSpot, Salesforce, Close.io, Zoho and Pipedrive, alongside Slack and Microsoft Teams notifications. That gives sales teams several routes from prospect discovery to follow-up, though the value of that breadth depends on using those workflows together.

Technical access includes REST endpoints authenticated with an API key and an MCP server using OAuth. The MCP server has three read-only tools, so it supports retrieval rather than actions that change records. API/MCP usage shares credits with the rest of Warmly; when the monthly pool runs out, new visitor identifications pause. Teams should account for that shared ceiling before relying on identification continuously.

Warmly’s Trust Center covers CCPA, the EU Data Act, GDPR and SOC 2 compliance information, and provides 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 plan, but its paid web and inbound offerings are annual commitments starting at five figures. The listed web-deanonymization, Inbound Chat and AI Inbound Autopilot plans each start with 10K credits per month, shared across Warmly product usage.

• Free (API/MCP): free, billed $0; 250 credits/mo and three tools. This is a sensible way to try read-only API/MCP access, but the modest credit allowance and limited tool set make it a poor substitute for the wider product.
• Starter (API/MCP): $99 a month, billed $99/mo; 500 credits/mo.
• Growth (API/MCP): $199 a month, billed $199/mo; 1,000 credits/mo.
• Pro (API/MCP): $499 a month, billed $499/mo; 2,500 credits/mo. These paid API/MCP tiers raise the monthly allowance but retain the read-only tools.
• AI Web-Deanonymization: $10,000 a year, billed Starting at $10,000 / year; from 10K credits/mo. This is the lowest listed annual entry point for the web product.
• Inbound Chat: $20,000 a year, billed Starting at $20,000 / year; from 10K credits/mo. It fits teams prioritizing inbound chat and accepting a higher annual starting commitment.
• AI Inbound Autopilot: $30,000 a year, billed Starting at $30,000 / year; from 10K credits/mo. It has the highest listed starting price among these annual plans.
• Enterprise (API/MCP): custom pricing; 2,500+ credits/mo.

The API/MCP tiers are the more affordable route for teams that need technical access, but they do not remove the shared-credit limit or read-only constraint. No seat limits are stated for these plans, so buyers should compare the stated monthly credits with expected usage rather than assume a per-seat allowance.

Platforms

Warmly is available on web and through an API. Its MCP server adds OAuth-based access for compatible workflows, while REST endpoints use 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 is most compelling when a team will use visitor identification alongside inbound engagement and CRM-connected prospecting. A team that needs only a small API/MCP allowance can start free; one that needs sustained web identification should budget for an annual plan and monitor shared credits.

Pros and cons

• Pros: Person-level visitor identification is paired with chat, intent-based popups and personalized microsites, giving teams several ways to engage recognized visitors.
• Pros: CRM integrations, notifications, search and contact-finding capabilities connect discovery with sales follow-up.
• Pros: A free API/MCP tier provides three read-only tools and 250 monthly credits without a paid commitment.
• Cons: Web and inbound plans start at $10,000 per year, with higher starting prices for chat and autopilot, putting the core offering beyond many small-team budgets.
• Cons: Shared credits mean exhausting the monthly pool pauses new visitor identifications, so usage in one area can constrain another.
• Cons: The three MCP tools are read-only, limiting teams that want an agent to make changes through that interface.

Alternatives

For a narrower visitor-identification comparison, browse Visitor Identification Software, Website Visitor Identification Software or Website Visitor Tracking Software. Teams focused on qualifying leads can compare Lead Qualification Software; account-based programs can look at Account-Based Marketing Software; and teams defining target buyers can explore Ideal Customer Profile Software.

Mixdesk is a freemium option with a free tier capped at 10 conversations and 10 connected channel accounts, plus a $49 a month Essential plan; choose it when those conversation and channel limits match the need. Apollo offers a free plan with 900 credits per seat per year, granted monthly, two sequences, API access and one intent topic, making it an alternative to consider for a credit- and sequence-based prospecting workflow.

Calendly has a free plan limited to one event type and one calendar connection, so it is an alternative when scheduling is the requirement. Dealfront offers a Basic plan starting at €2,388 a year with three seats and 2,500 credits annually; consider it when those seat and credit terms better fit the buying need.

Factors.ai has a Lite plan at $199 a month after trial, for up to 5,000 monthly tracked users, up to 1,500 companies identified per month and three seats. Bombora is another paid option with custom pricing. Demandbase offers a customized plan with a platform fee plus a flat fee per user. Factors.ai is also listed separately with Basic at $6 a year for up to 10,000 monthly tracked users, up to 3,000 companies identified per month and five seats.

Verdict

Choose Warmly if your B2B team wants person-level visitor identification tied to inbound engagement, prospecting and CRM workflows. The integrated feature set is its main case, while shared credits, read-only MCP tools and annual plans starting at $10,000 are the reasons to look elsewhere if you need flexible usage, write-capable agent access or a lower-cost core web product.