AI agents for digital marketing are changing the game in 2025, not by replacing marketers, but by amplifying what’s possible, helping you move faster, think bigger, and scale smarter.

But let’s be honest: the AI agent space is growing fast, and not all tools are created equal. 

Some are just smarter - more adaptable, more collaborative, more in tune with how real marketing teams actually work.

In this guide, I’ll break down the 10 best AI agents for digital marketing in 2025, ensuring you’ll find the right fit for any use case, from ad optimization and content management to better lead qualification and beyond.

Let’s begin!

Factors to Consider When Choosing an AI Agent for Digital Marketing

Before diving headfirst into a new platform, it’s worth zooming out and asking the big question: 

Will this AI agent actually improve how my team works, or just add more noise?

Here are the key factors to consider before choosing your digital sidekick.

1. Strategic Fit with Your Marketing Operations

A great AI agent doesn’t just automate tasks.

It aligns completely with how your team operates. 

Whether you’re running inbound or outbound campaigns or full-funnel demand gen, the right agent should plug into your workflow naturally, not force you to change it.

Ask: Does it support the channels we use? Can it adapt to our current tech stack? Does it feel like a fit for how we market?

2. Level of Autonomy vs Control

Some AI agents handle tasks independently. 

Others act more like copilots, offering suggestions but leaving the final decision to you. 

There’s no right or wrong here, but it depends on your team’s comfort level with delegation.

If you want speed and scale, lean autonomous. And if your brand voice is sacred, opt for one with stronger oversight and editing features.

3. Personalization and Learning Ability

Modern marketing isn’t one-size-fits-all. 

Your AI agent should get smarter over time, learning from past campaigns, adapting to audience signals, and personalizing outreach based on behavior, not just segments.

Look for tools that go beyond templates and improve with use. 

(Bonus points for those that adjust based on individual personas or buying stages.)

4. Integration and Ease of Setup

No one wants another tool that takes three quarters to implement. 

The best AI agents are plug-and-play, integrate cleanly with your CRM and marketing tools, and can start showing value quickly.

Check: Does it integrate with your existing ecosystem (e.g., HubSpot, Salesforce, LinkedIn, ad platforms), and how long will onboarding take?

5. Visibility and Reporting

You can’t improve what you can’t measure. 

Your AI agent should provide transparent metrics so you can see what’s working - and what isn’t. 

Think real-time dashboards, engagement insights, attribution, and ROI breakdowns.

Great reporting isn’t just for bragging, as it helps you prove impact, optimize faster, and build internal buy-in.

6. Scalability and Cost-Effectiveness

An AI agent should grow with your team, not limit it. 

Look at how the pricing scales, whether usage caps apply, and if you’ll need to constantly upgrade plans just to stay effective.

And of course, does the ROI justify the cost? 

Compare it to what you’d spend on hiring or outsourcing the same tasks.

What Are the Best 10 AI Agents for Digital Marketing in 2025?

1. Warmly - Your full-funnel GTM copilot, built to turn buyer signals into action across channels, from instant outbound to real-time ad targeting and email nurture.
2. Jasper - AI-powered content creation engine that helps marketers scale high-converting copy, blog posts, and ads faster and on-brand.
3. Smartly.io - Paid media automation agent that optimizes creative, bidding, and placement across Meta, TikTok, and more, in real time.
4. Mutiny - Web personalization agent that dynamically adjusts messaging and layouts on your site based on who’s visiting without needing dev help.
5. Seventh Sense - Email optimization agent that pinpoints the exact time when each contact is most likely to engage, boosting deliverability and open rates.
6. Ocoya - Social media scheduling + copywriting agent that creates, automates, and publishes content across platforms with built-in performance predictions.
7. Drift - Conversational AI agent that qualifies leads and books meetings via chatbot, turning your website into a 24/7 inbound engine.
8. HubSpot Breeze - End-to-end marketing automation suite embedded in HubSpot, combining content creation, lead engagement, customer support, and CRM intelligence into one powerful AI assistant.
9. Lavender - Email copilot that helps you write better cold emails by scoring drafts, improving tone, and suggesting edits that boost reply rates.
10. Opal - An integrated marketing strategy assistant that helps marketers plan, create, personalize, and experiment

1. Warmly

Best for: Automating digital campaign workflows and accelerating GTM execution by identifying and engaging your hottest leads in real-time.

Who is it for: B2B marketing and revenue teams who want to scale outreach, ads, and ops without adding headcount.

Warmly is a GTM AI platform that builds fully autonomous agents to help revenue teams move faster, no matter the channel. 

Its AI Marketing Ops Agent is purpose-built for digital marketing execution, helping teams coordinate across tools, capture buyer intent signals, and turn strategy into live campaigns with zero busywork.

How Does Warmly's AI Agent for Digital Marketing Work?

Warmly’s AI Marketing Ops Agent is like a high-performing digital teammate that automatically turns buyer signals into coordinated marketing actions across your stack in real-time.

At its core, the agent continuously monitors your funnel for activity that matters: from new site visitors and job changes to pipeline shifts and firmographic matches. 

It doesn’t just alert you - it acts for you.

Here’s how it works step-by-step:

• AI-powered ICP identification - Warmly’s agent automatically builds and refines your ICP using live data. It tracks patterns in your pipeline, spotting which industries, roles, and behaviors are most likely to convert.

• Campaign triggers based on live signals - When an account matches your ICP - or a key action is taken (like hitting your pricing page or engaging with an ad) - the agent springs into action. You can define what counts as a trigger (such as intent, engagement, or funnel movement), and the agent builds its play around it.
• Multi-channel campaign launch - The moment a trigger is hit, the agent launches coordinated campaigns across your channels, such as retargeting ads on LinkedIn and Meta, sending personalized nurture emails or LinkedIn DMs and connection requests.

• Smart sequencing with fallback logic - The agent intelligently sequences actions, waiting for engagement, reacting to opens or clicks, and adjusting next steps based on real-time behavior. 
• Lead routing and notifications - Automatically puts a human in the loop at precisely the right time, ensuring that human reps handle the highest-value leads.

• Always-on optimization - The agent learns over time, tracking what’s working across channels, personas, and segments, and refines its actions accordingly. 

Other Key Features

• Identifies website visitors in real-time - Know exactly who’s visiting your website right now.
• Reveals your hottest leads - Warmly leverages intent data to pinpoint which of your website visitors are most likely to convert.
• Multi-channel execution - Launches ads, emails, Slack alerts, CRM updates, and more from a single trigger.
• Signal-based actions - Tracks buyer intent and behavior to personalize and prioritize campaigns.
• No-code setup - Configure goals and workflows with simple prompts, no devs needed.
• Native integrations - Seamlessly plugs into HubSpot, Salesforce, LinkedIn Ads, Outreach, Slack, and more.
• Live Video Chat - Human SDRs can engage hot leads with direct face-to-face meetings from Warmly’s dashboard.
• AI Chat - AI-driven chatbot that automatically engages leads, qualifies them, routes them to SDRs, and books meetings.

Pricing

Warmly offers a free forever plan that allows you to reveal up to 500 monthly visitors, set up ICP filters to quickly identify high-quality leads, and automate basic lead routing.

If you need more, there are three tiers to choose from:

1. Data Only: Starts at $499/mo when billed monthly or $4,000 when billed annually, lets you identify up to 5,000 monthly visitors, first-party intent signals, alerts, and access to Warmly’s B2B prospecting database.
2. Business: Starts at $19,000/year for up to 10,000 visitors or $45,000/year for up to 75,000 visitors, everything in Data Only, plus third and second-party signals, sales orchestration, AI Chat, and lead routing.
3. Enterprise: Custom pricing, custom number of visitors, everything in Business, plus custom signals and warm calling.

Pros & Cons

✅ Automates high-impact marketing tasks across your stack.

✅ Adapts to real-time buyer behavior, not just static segments.

✅ Helps lean teams scale like a bigger one without hiring.

✅ Connects demand gen, ops, and sales in one loop.

✅ No-code, intuitive UI that’s quick to implement.

❌ Access to Warmly’s AI agents is available only on its paid plans.

2. Jasper

Best for: Scaling high-quality marketing content fast without burning out your team.

Who is it for: Content marketers, copywriters, and marketing teams that need to produce SEO-optimized blogs, landing pages, ad copy, and more at scale.

Jasper is an AI writing platform explicitly trained for marketers. 

It helps teams generate on-brand content quickly, using pre-built templates, brand voice training, and campaign-specific prompts to support everything from blog posts to performance ads.

Key Features

• Brand voice memory - Jasper learns your unique tone and style, then mimics it across different content types.
• SEO mode - Integrated Surfer SEO support helps optimize content while writing.
• Multilingual support - Create content in over 30 languages to support global campaigns.

Pricing

Jasper.ai has 3 pricing plans:

1. Creator: $49 month/seat (1 user only)
2. Pro: $69 month/seat (up to 5 users)
3. Business: Custom pricing

Pros & Cons

✅ Customizable voice ensures brand consistency.

✅ Great for scaling copy across paid + organic channels.

❌ Requires human editing to avoid repetition or generic phrasing.

3. Smartly.io

Best for: Automating and optimizing paid media campaigns across social platforms.

Who is it for: Performance marketers and growth teams running multi-platform ad campaigns on Meta, TikTok, Pinterest, Snapchat, and more.

Smartly.io is an AI-powered ad automation platform that helps teams launch, test, and optimize creative at scale. 

It streamlines everything from asset production to bidding strategy, so you can maximize ROAS without having to babysit every campaign.

Key Features

• Creative automation - Build thousands of ad variations with dynamic creative templates.
• Cross-platform campaign management - Launch and manage ads across multiple channels from a single dashboard.
• AI-based budget optimization - Automatically shifts spend toward top-performing campaigns.

Pricing

Smartly.io doesn’t publish its prices.

Contact its team to get more details on its pricing.

Pros & Cons

✅ Built-in testing tools improve creative performance.

✅ Real-time data helps cut waste and optimize budgets.

❌ Better suited for larger ad budgets and more mature teams.

4. Mutiny

Best for: Personalizing website experiences for different personas and industries without dev resources.

Who is it for: B2B marketing teams, growth leaders, and demand gen pros looking to improve on-site conversion rates.

Mutiny uses AI to personalize your website for every visitor based on firmographics, behavior, and funnel stage. 

There’s no coding required, as you just get smarter messaging, better UX, and more pipeline from the traffic you already have.

Key Features

• Dynamic content blocks - Personalizes headlines, CTAs, and visuals based on industry, role, or account.
• AI-powered account research - Collects relevant information on important accounts in seconds, compiling them in comprehensive profiles.
• A/B and multivariate testing - Lets you test and optimize variations to find what resonates best.

Pricing

Mutiny also doesn’t disclose prices.

You’ll have to book a demo or contact its team to get more details.

Pros & Cons

✅ Super intuitive UI with no need for engineering help.

✅ Helps personalize your website down to the individual account level.

❌ Higher price point, especially for early-stage startups.

5. Seventh Sense

Best for: Optimizing email send times for maximum opens, clicks, and engagement.

Who is it for: Email marketers, demand gen teams, and revenue leaders using HubSpot or Marketo who want to get more mileage out of their existing email lists.

Seventh Sense is an AI-powered platform that analyzes individual user behavior to send emails at the exact right time for each contact.

This improves deliverability, boosts open rates, and makes every email count more, making it perfect for anyone who wants to incorporate AI in their email marketing campaigns.

Key Features

• Send time personalization - Analyzes engagement patterns to send emails when they’re most likely to be seen.
• Deliverability optimization - Avoids bulk sends by throttling them, which minimizes bounce and spam risks.
• Engagement analytics - Tracks opens, clicks, and reply patterns to continuously improve timing.

Pricing

Seventh Sense has two separate pricing packages for each of the two platforms it integrates with:

HubSpot:

• Business Plan: Starts at $80/mo for up to 5000 leads, billed annually.
• Enterprise Plan: Custom price, includes all features as Business with the addition of enterprise-grade security capabilities.

Marketo:

• Business: Starts at $450/mo for up to 5000 leads, billed annually.
• Enterprise: Custom price, includes all features as Business with the addition of enterprise-grade security capabilities.

Pros & Cons

✅ Boosts email performance without changing copy or design.

✅ Helps protect domain reputation and reduce churn.

❌ Only supports HubSpot and Marketo (not other tools like Mailchimp or Pardot).

6. Ocoya

Best for: Creating, scheduling, and optimizing social media content with AI-powered assistance.

Who is it for: Social media managers, content marketers, and solopreneurs who want to scale their online presence without spending hours writing and scheduling posts.

Ocoya combines AI-generated copywriting with social media automation, helping you brainstorm, write, schedule, and analyze posts across multiple platforms.

This means you can handle the entire social media marketing process from a single platform instead of needing a separate marketing tool for each part of the process.

Key Features

• Performance predictions - AI suggests the best times to post and which content is likely to perform well.
• Social media scheduler - Plan and schedule posts across Instagram, LinkedIn, Twitter, Facebook, and more.
• Visual editor - Built-in Canva-style design tools to pair posts with branded visuals.

Pricing

Ocoya has four pricing plans:

1. Bronze: $15/month, includes 1 user, 5 social profiles, and 100 AI credits.
2. Silver: $49/month, includes 5 users, 20 social profiles, 500 AI credits, etc.
3. Gold: $99/month, includes 20 users, 50 social profiles, 1,500 AI credits.
4. Diamond: $199/month, includes 50 users, 150 social profiles, unlimited AI credits, advanced analytics, etc.

Pros & Cons

✅ All-in-one tool for social media content creation and scheduling.

✅ Fast, intuitive, and affordable, which is why it’s great for small teams.

❌ Not ideal for large enterprise teams needing advanced analytics.

7. Drift

Best for: Turning website traffic into a qualified pipeline through AI-powered conversations.

Who is it for: B2B marketing and sales teams looking to capture, qualify, and convert inbound interest in real time, especially on high-intent pages like pricing or features.

Drift is a conversational marketing platform that uses AI chatbots and live chat to qualify visitors, route them to the right rep, and book meetings instantly. 

It helps revenue teams engage prospects at the moment of intent, so you’re never missing a hot lead.

Note: Drift was recently acquired by Salesloft.

Key Features

• Trainable AI chatbots - Engage visitors automatically and guide them through custom playbooks.
• Lead qualification & routing – Scores leads and connects them with the right rep or calendar.
• Sales alerts - Notify reps in real time when target accounts visit your site.

Pricing

There’s no pricing information available for Drift.

You’ll have to contact Salesloft’s sales team for more details.

Pros & Cons

✅ Captures and converts inbound interest in real-time.

✅ Automates lead qualification to reduce manual work for reps.

❌ Pricing may be high for startups or SMBs.

8. HubSpot Breeze

Best for: All-in-one AI marketing automation across channels within the HubSpot ecosystem.

Who is it for: Small to mid-sized businesses and startups using HubSpot, seeking to scale GTM operations without increasing headcount​.

Breeze AI is HubSpot’s native suite of AI tools designed to automate and enhance sales, marketing, and customer service workflows. 

It integrates seamlessly with HubSpot's CRM, offering intelligent agents, data enrichment, and a conversational assistant to streamline operations and drive growth. ​

Key Features

• Breeze Copilot - An AI-powered assistant embedded across HubSpot, aiding in content creation, CRM updates, and task management through a conversational interface. ​
• Breeze Intelligence - Enhances CRM records with enriched data, assesses buyer intent, and streamlines forms by pre-filling known information. ​
• Breeze Agents - Specialized AI agents for distinct functions, including content, social media management, sales prospecting, etc.

Pricing

Two HubSpot pricing plans include Breeze:

1. Marketing Hub Professional: Starts at €880/mo, includes 3 seats (additional seats start at €49), 2,000 contacts.
2. Marketing Hub Enterprise: Starts at €3,300/mo, includes 5 seats (additional seats start at €75/mo), 10,000 contacts.

Pros & Cons

✅ Seamless integration with HubSpot's CRM and tools.

✅ Automates a wide range of tasks across departments.

❌ Currently in beta; some functionalities might be limited.

9. Lavender

Best for: Writing cold emails that get responses—with real-time coaching and personalization suggestions.

Who is it for: SDRs, AEs, founders, and anyone doing outbound email who wants to improve reply rates without hiring a copywriter.

Lavender is an AI-powered email assistant that helps you write better cold emails faster. 

It scores your writing in real time, gives instant feedback on tone and clarity, and suggests edits to improve personalization, relevance, and response likelihood.

Key Features

• Email scoring - Analyzes subject lines, body copy, and CTAs with a real-time engagement score.
• Personalization assistant - Suggests ways to tailor your message based on LinkedIn profiles and company info.
• Tone and clarity coaching - Highlights overly formal, vague, or robotic phrasing and recommends improvements.

Pricing

Lavender offers a free forever plan that allows you to analyze and personalize up to 5 emails per month, providing access to its essential features.

If you need more, there are three paid plans to choose from:

1. Starter: $29/mo, includes unlimited email personalization and generation in addition to AI email writer, mobile optimization, etc.
2. Individual Pro: $49/mo, everything in Starter, plus dedicated support and more native integrations.
3. Team Plan: $99/user/mo, includes aggregated email analytics, accelerated dynamic scoring, content studio access, and more.

Pros & Cons

✅ Instant coaching helps reps level up their writing fast.

✅ Improves personalization at scale without losing speed.

❌ Heavily focused on 1:1 emails, meaning it’s less useful for bulk sends like newsletters.

10. Opal

Best for: End-to-end AI support for content creation, personalization, and experimentation within the Optimizely ecosystem​.

Who is it for: Marketing teams and digital experience professionals using Optimizely One, aiming to enhance efficiency, creativity, and performance across campaigns​.

Opal is Optimizely’s integrated AI assistant that streamlines the entire marketing lifecycle from ideation and content creation to personalization and experimentation. 

Embedded within the Optimizely One platform, Opal provides intelligent suggestions, automates tasks, and delivers actionable insights to optimize marketing efforts. 

Key Features

• Campaign ideation - Generates campaign briefs by analyzing past performance data, helping marketers initiate creative campaigns swiftly. 
• Content and asset generation - Creates campaign-specific assets, including images and social posts, using context from briefs, accelerating content creation workflows. ​
• Personalization - Applies user-level attributes and real-time behavior to dynamically personalize experiences for every visitor. ​

Pricing

Optimizely doesn’t disclose prices for its AI agent.

You’ll have to contact its sales for a custom quote.

Pros & Cons

✅ Enhances personalization and customer engagement​.

✅ Accelerates content creation and experimentation processes​.

❌ Primarily beneficial for users already within the Optimizely ecosystem​.

Next Steps: Meet Your New Digital Teammate

AI agents for digital marketing are already reshaping how modern teams operate. 

However, the best ones don’t just plug into your tools. Instead, they plug into your strategy. 

They understand timing, buyer intent, and your team’s actual motion. 

They don’t just automate tasks - they help your team work smarter, move faster, and focus on what actually drives growth.

That’s where Warmly stands out.

It’s not another point solution or tool you have to supervise constantly. 

It’s a full-funnel copilot designed to identify, engage, and convert your best leads automatically across ads, email, chat, and more. 

And it plays really well with the rest of your stack.

Curious to see how it works in action?

Book a demo with Warmly and meet the AI agent that’s already helping B2B teams scale smarter in 2025.

Read More

• AI Marketing Agents: Use Cases and Top Tools for 2025 - Explore how AI marketing agents are being used across content, ads, and lead gen, plus the top tools leading the charge.
• AI Marketing Strategy: Top Use Cases and Tools - A practical guide to building a winning AI-powered marketing strategy with real-world use cases and tools to match.
• 30+ Powerful AI Agents Statistics In 2025: Adoption & Insights - Get the latest data on AI agent adoption, performance impact, and how top teams are putting them to work.
• Are AI Agents Worth It In 2025? Expectations vs. Reality - We cut through the hype and break down what AI agents are actually delivering for modern sales and marketing teams.
• 7 Factors To Consider When Buying An AI Sales Agent In 2025 - Before you buy, here are the seven things you must evaluate to choose the right AI sales agent for your strategy.
• 10 Best AI Sales Assistants in 2025 [Reviewed] - Our expert breakdown of the most effective AI sales assistants this year, including what they do, who they’re for, and why they work.
• 10 Best AI SDR Agents to Win More Deals in 2025 - Meet the AI SDRs helping reps book more meetings, qualify leads faster, and stay ahead in the modern sales game.

In 2025, AI agents for small businesses are no longer a luxury.

Today, they’re a game-changer for teams looking to grow faster, work smarter, and stay lean. 

If you’re drowning in customer requests, chasing leads manually, or burning hours on routine tasks, AI agents can step in to lighten the load, all while keeping that human, high-touch experience your customers expect.

But here’s the catch: not all AI agents are built with small teams in mind. 

Some are overkill. Others are too rigid, too expensive, or simply not made for how your team works.

That’s why I put together this guide. 

I’m spotlighting the 10 best AI agents for small businesses, featuring tools that are useful, cost-effective, and ready to plug into your day-to-day operations. 

Let’s dive into the tools that punch way above their weight and can give your business a serious edge in 2025.

Factors to Consider When Choosing an AI Agent for Your Small Business

Not all AI agents are created equal, especially when it comes to small businesses. 

The right one can save you hours, boost productivity, and unlock new levels of growth. 

But the wrong one can easily turn into yet another tool to manage, patch, or eventually abandon.

Before you commit, it’s worth taking a step back to ask: Will this actually help my team work better?

Here are the key factors to keep in mind when choosing an AI agent that fits your business, your budget, and your way of working.

1. Alignment with Your Workflows

The best AI agents don’t reinvent how you work - they simply enhance it. 

Look for tools that integrate seamlessly with your existing systems (like your CRM, email, or help desk), support your current workflows, and don’t require a total overhaul to get started. 

Bonus points if the tool adapts to you, rather than the other way around.

2. Ease of Use (and Setup)

Small teams don’t have time for complex setups or steep learning curves. 

Prioritize AI agents that are plug-and-play or require minimal onboarding. 

A great UI, clear documentation, and helpful onboarding can be the difference between adoption and abandonment.

3. Pricing that Scales with You

Some AI tools look affordable enough until you scale. 

Choose AI agents with transparent, SMB-friendly pricing that grows with your business, not against it. 

Avoid platforms that lock core features behind enterprise paywalls or charge extra for every little add-on.

4. Real Results, Not Just Hype

AI is a buzzword magnet. 

Cut through the noise by focusing on outcomes. 

Look for case studies, testimonials, or at least strong use-case examples that show how the agent saves time, increases conversions, or boosts efficiency in real-world small business settings.

5. Customization and Control

No two small businesses are alike. 

Choose AI agents that let you tailor responses, workflows, or logic to fit your audience and voice. 

Whether it’s tone of voice in marketing emails or the flow of a customer support conversation, the best tools give you options without needing to code.

6. Human Handoff and Fail-Safes

Even the smartest AI agent won’t get it right 100% of the time. 

Make sure the tool you choose has smooth fallback systems, such as human handoffs, alerts, or review flows, so you stay in control of customer interactions and critical decisions.

What Are the 10 Best AI Agents for Small Businesses in 2025?

1. Warmly - Your full-funnel sales and marketing copilot, built to turn buyer signals into action across channels, from instant outbound to real-time ad targeting and email nurture.
2. Tidio - AI-powered live chat and helpdesk agent that automates support, captures leads, and engages customers instantly across web and messaging platforms.
3. Jasper - AI content creation engine that helps marketers and small teams generate on-brand copy for blogs, emails, and ads — fast.
4. Pictory - Video creation agent that transforms long-form content like blogs or webinars into short, engaging video clips for social media.
5. Otto AI - Bookkeeping and invoicing assistant that automates finances, tracks expenses, and provides real-time insights, making it ideal for solo founders and small teams.
6. OpenAI Operator - Autonomous AI agent that performs web-based tasks like form filling, scheduling, and online research, streamlining routine operations for small businesses.
7. Omneky - Autonomous ad creative agent that generates, tests, and optimizes personalized multichannel ads using performance data and AI.
8. Levity - No-code AI automation agent that classifies emails, tags data, and routes tasks based on custom logic without engineering support.
9. Presentations.ai - AI-powered presentation assistant that turns your ideas into clean, professional slide decks without the need for design skills.
10. Otter.ai - Meeting transcription and note-taking agent that records, transcribes, and summarizes your conversations so nothing gets lost.

1. Warmly

Best for: Driving more pipeline with less effort by unifying outbound, email, ads, and CRM automation in one AI-powered platform.

Who is it for: Founders, marketers, and sales teams at small B2B companies that need to grow their pipeline without increasing headcount.

Warmly is your AI-powered GTM copilot built to help small businesses turn buyer signals into booked meetings, nurtured leads, and closed deals across multiple channels. 

Whether you're running lean or just need a smarter way to manage sales and marketing touchpoints, Warmly’s agentic AI keeps things moving even when you're away from your desk.

How Does Warmly's AI Agent for Small Businesses Work?

Warmly actually includes four powerful AI agents, each designed to handle a critical piece of the go-to-market puzzle.

Here’s a quick breakdown of each:

1. AI Marketing Ops Agent - This agent focuses on optimizing your marketing operations by:

• ICP identification: Utilizing AI to conduct deep research and define the actual characteristics of your ideal customer profile (ICP).
• Real-time data & signal monitoring: Combining data from multiple enrichment providers to stay engaged with leads showing the right signals.
• Lead routing and notifications: Ensuring timely human intervention by routing leads and sending notifications based on engagement levels.​

2. AI Demand Gen Agent - Designed to scale your demand generation efforts, this agent features:

• Signal-based ad targeting: Tracks onsite and offsite signals to create specific lead segments for hyper-targeted ad campaigns.
• AI-powered lead workflows: Orchestrates leads to appropriate follow-up campaigns based on their intent level.
• Warm Offers: Displays personalized offers to leads on your site, tailored to their traffic source, persona, and buying intent.​

3. AI SDR Agent - Aimed at enhancing your sales development efforts, this agent includes:

• AI Chat: Engages website visitors instantly with personalized conversations and books meetings 24/7.
• Automated lead nurturing: Re-engages leads through follow-up emails and LinkedIn DM sequences.
• AI-powered outbound: Acts as an always-on sales assistant, handling prospecting across numerous accounts and leads.​

4. AI Co-Pilots - These agents assist in facilitating more effective human-to-human connections by:

• Engaging right when it matters: Looping you into live chatbot sessions with high-intent leads for timely conversations.
• Instant video connections: Tells you when to transition from text chat to face-to-face video calls to create more meaningful interactions.
• Personalized outreach: Providing insights to personalize outreach without extensive manual research.​

Together, these agents work as a tightly connected unit, turning cold leads into warm ones, engaging known buyers, and keeping your pipeline flowing.

Other Key Features

• Real-time visitor insights - See exactly who’s on your site, what they’re interested in, and how they’re engaging as it happens.
• Instant lead scoring - Warmly uses intent signals and firmographic data to highlight the leads most ready to buy.
• Orchestrated outreach across channels - From Slack alerts and CRM updates to ad triggers and emails, Warmly coordinates your GTM strategy in one place.
• Behavior-driven automation - Tracks digital body language to personalize every touchpoint based on buyer intent and activity.
• Simple, no-code configuration - Set up campaigns, lead routing, and personalization workflows without needing technical support.
• Built-in integrations - Connect Warmly with your existing stack in just a few clicks.

Pricing

Warmly offers a free forever plan that allows you to reveal up to 500 monthly visitors, set up ICP filters to quickly identify high-quality leads, and automate basic lead routing.

If you need more, there are three tiers to choose from:

1. Data Only: Starts at $499/mo when billed monthly or $4,000 when billed annually, lets you identify up to 5,000 monthly visitors, first-party intent signals, alerts, and access to Warmly’s B2B prospecting database.
2. Business: Starts at $19,000/year for up to 10,000 visitors or $45,000/year for up to 75,000 visitors, everything in Data Only, plus third and second-party signals, sales orchestration, AI Chat, and lead routing.
3. Enterprise: Custom pricing, custom number of visitors, everything in Business, plus custom signals and warm calling.

Pros & Cons

✅ Truly plug-and-play for small teams.

✅ Handles top and mid-funnel work across channels.

✅ Eliminates manual lead research and follow-up.

✅ Continuously learns and improves outreach performance.:

✅ Has more than one AI agent, allowing you to optimize various parts of your sales process.

❌ Warmly’s AI agents are available only on its paid plans.

2. Tidio

Best for: Automating customer support and lead capture through live chat and AI chatbots.

Who is it for: Small businesses, ecommerce stores, and service providers that need to stay responsive without hiring a whole support team.

Tidio combines live chat, chatbots, and helpdesk functionality into one intuitive platform, allowing small businesses to engage with customers in real-time, resolve issues quickly, and automatically qualify leads.

It’s easy to set up, budget-friendly, and integrates with platforms like Shopify, WordPress, and Messenger out of the box.

Key Features

• Lyro AI Agent - Handles simpler queries and requests autonomously.
• AI-powered chatbot builder - You can design and deploy automated conversations using simple workflows, with no coding required.
• Multichannel support - Chat with customers via your website, Facebook Messenger, Instagram, and more within a single platform. 

Pricing

Tidio has a free plan that includes up to 50 handled conversations.

However, if you want access to more features and its AI agent, you’ll have to upgrade to one of the following plans:

1. Starter: $29/mo, includes 50 one-time Lyro AI conversations.
2. Growth: Starts at $59/mo, includes 50 one-time Lyro AI conversations.
3. Plus: Starts at $749/mo, includes up to 5,000 Lyro AI conversations.
4. Premium: Starts at $2999/mo, includes up to 10,000 Lyro AI conversations.

The exact price will depend on the number of conversations you need handled and whether you want to use Lyro.

Namely, if you want access to Lyro AI on the lower-tier plans, you can purchase it as an add-on.

The same applies to Tidio’s workflow automation capabilities.

Pros & Cons

✅ Fast, no-code setup.

✅ Affordable pricing plans with a free tier.

❌ Bot customization is limited when it comes to highly specific workflows.

3. Jasper

Best for: Creating high-converting marketing content quickly and at scale.

Who is it for: Solo marketers, founders, and small teams that need to generate consistent, on-brand copy without a full-time writer.

Jasper is an AI-powered content creation platform built to help small businesses write better content faster. 

From social media posts and product descriptions to email campaigns and blog articles, Jasper adapts to your brand’s tone and audience, delivering high-quality copy with just a few clicks.

Key Features

• Content templates for every use case - Choose from 50+ templates for blogs, emails, ads, social media, and more.
• Brand voice memory - Train Jasper to write in your unique tone, style, and messaging preferences.
• AI art generation - Create on-brand visuals alongside your written content.

Pricing

Jasper.ai has three pricing plans:

1. Creator: $49/month/seat (1 user only)
2. Pro: $69/month/seat (up to 5 users)
3. Business: Custom pricing

Pros & Cons

✅ Speeds up content production dramatically.

✅ Customizes tone and output for your brand.

❌ Can over-generate without clear input, so it cannot be used without human editing.

4. Pictory

Best for: Turning blogs, scripts, or long-form content into engaging short-form videos.

Who is it for: Small business owners and marketers who want to produce video content without editing skills or expensive tools.

Pictory uses AI to help small businesses transform written content into professional-quality videos perfect for social media, YouTube, landing pages, or email campaigns. 

No video editing experience is required. Just upload a script or a link to a blog post, and Pictory takes care of the rest.

Key Features

• Text-to-video automation - Convert any written content into a polished video with scenes, voiceover, and visuals.
• AI voiceover & subtitles - Add natural-sounding narration and auto-captioning for accessibility and engagement.
• Stock media library - Access a built-in collection of royalty-free images, video clips, and music.

Pricing

Pictory has four pricing plans:

1. Starter: $25/mo, includes 1 user, 200 video minutes, 1 brand kit.
2. Professional: $49/mo, includes 1 user, 600 video minutes, and 5 brand kits.
3. Teams: $119/mo, includes 3+ users, 1800 video minutes, 10 brand kits, and a shared working space.
4. Enterprise: Custom pricing, custom minutes, unlimited brand kits.

Pictory also has a 14-day free trial.

Pros & Cons

✅ Makes video creation accessible for non-creators.

✅ Great for content repurposing (e.g., turning blogs into videos).

❌ Limited creative control compared to pro editing tools.

5. Otto AI

Best for: Automating invoicing, bookkeeping, and payments for small businesses.

Who is it for: Freelancers, solopreneurs, and small business owners who want to streamline financial tasks without hiring a full-time accountant.

Otto AI is an AI-powered accounting platform designed to simplify financial management for small businesses. 

It automates routine tasks like invoicing, expense tracking, and payment processing, allowing business owners to focus more on growth and less on administrative work.

Key Features

• Automated invoicing - Create and send professional invoices with automatic payment reminders.
• Financial insights - Gain real-time visibility into your financial health with intuitive dashboards.
• Tax preparation - Simplify tax season with organized records and reports.

Pricing

Otto AI doesn’t publish prices for its products.

You can book a demo and request a custom quote once you’ve seen it in action.

Pros & Cons

✅ User-friendly interface suitable for non-accountants.

✅ Saves time by automating repetitive financial tasks.

❌ Limited customization options for complex financial scenarios.

6. OpenAI Operator

Best for: Automating browser-based workflows like research, form submissions, scheduling, and data extraction.

Who is it for: Small business owners and lean teams looking to delegate repetitive online tasks to an AI agent.

OpenAI Operator is an autonomous AI agent that can navigate the web like a human by clicking buttons, filling out forms, searching, summarizing, and even scheduling. 

Instead of hiring a VA or spending hours on routine tasks, small businesses can hand off browser-based work to an always-on AI assistant that learns and adapts over time.

Key Features

• Autonomous task execution - Performs multistep actions online (e.g., booking appointments, researching vendors, pulling data) with minimal input.
• Natural language instructions - Just describe what you need in plain English; there’s no prompt engineering required.
• Contextual reasoning - Understands goals, adapts mid-task, and handles unexpected changes like a real assistant would.

Pricing 

The OpenAI Operator is available only to OpenAI users on the Pro plan.

This means you need to pay $200/month to access this agent.

Pros & Cons

✅ Adapts to a wide range of use cases (from booking to research).

✅ Learns and improves over time with feedback.

❌ Still evolving - the current Operator is just a research preview, so it needs oversight for complex or sensitive workflows.

7. Omneky

Best for: Automating the creation and optimization of personalized ad creatives across multiple platforms.

Who is it for: Small business owners and marketers seeking to scale their advertising efforts without a large creative team​.

Omneky is an AI-powered advertising platform that leverages machine learning to generate and test various ad creatives. 

It helps businesses optimize their campaigns across different channels by analyzing performance data, ensuring that the right message reaches the right audience effectively.​

Key Features

• Agentic ad automation - Omneky’s AI agent turns your creative brief and insights into optimized, on-brand ads, complete with tailored headlines, CTAs, and visuals. Edit, scale, and launch variations in minutes.
• Performance analysis - Continuously monitors ad performance to identify top-performing creatives and optimize campaigns accordingly.
• Brand consistency - Ensures all ad creatives align with your brand's voice and visual identity.

Pricing

Omneky has three pricing plans:

1. Product Generation Pro: $25/mo, provides access to basic AI features and lets you have one brand.
2. Creative Generation Pro: $99/mo, all Product Generation Pro features, plus AI creative insights and recommendations, brand voice consistency, etc.
3. Enterprise: Custom pricing, everything in Creative Generation Pro, plus more advanced analytics and more refined customization options.

Pros & Cons

✅ Enhances ad performance through continuous optimization.

✅ Supports a wide range of advertising platforms.

❌ Most advanced features are available only on the enterprise-level plan.

8. Levity

Best for: Extracting insights from emails and attachments, as well as automating the workflows that follow.

Who is it for: Small business teams aiming to streamline operations like classifying emails and attachments, extracting relevant data from their inboxes, and replying.

Levity is a no-code AI automation platform that empowers small businesses to create custom AI models for tasks like extracting insights from emails and automating follow-up actions.

By automating these processes, teams can focus more on strategic activities and less on manual, time-consuming tasks.​

Key Features

• Data extraction - Extracts essential information from emails and attachments and enables seamless data transfer to other systems.
• Workflow automation - Automates complex processes across various tools, enhancing efficiency and reducing manual work.
• Email classification - Automatically labels and categorizes incoming emails based on custom criteria, enabling efficient sorting and prioritization.

Pricing

Levity doesn’t disclose prices for its product.

You can book a demo to learn more.

Pros & Cons

✅ Automates tasks involving unstructured data.

✅ Easy to use even for non-technical users.

❌ On the more expensive end of the range.

9. Presentations.AI

Best for: Quickly generating professional, on-brand presentations from simple prompts or documents.

Who is it for: Small business owners, marketers, and sales teams seeking to streamline presentation creation​.

Presentations.AI is an AI-powered platform that transforms your ideas into polished presentations in minutes. 

Whether you're starting from a prompt, uploading a document, or enhancing an existing deck, Presentations.AI simplifies the process, ensuring your presentations are both engaging and brand-consistent.​

Key Features

• Prompt-to-presentation generation - Create entire presentations by simply inputting a topic or idea in natural language.
• Document import - Convert PDFs, Word documents, or URLs into structured slide decks effortlessly.
• Brand sync - Automatically applies your brand's colors, fonts, and logos to maintain consistency.

Pricing

Presentations.AI has three pricing plans:

1. Starter: $120/mo.
2. Pro: $600/mo.
3. Enterprise: Custom pricing.

You can also get discounts for a limited time.

Pros & Cons

✅ Accelerates presentation creation, saving valuable time.

✅ User-friendly interface suitable for non-designers

❌ Limited customization compared to traditional design tools​.

10. Otter.ai

Best for: Automatically capturing and summarizing meetings, interviews, and conversations.

Who is it for: Small business owners, remote teams, and anyone who needs accurate meeting notes without a dedicated notetaker.

Otter.ai is an AI-powered transcription and note-taking tool that listens, records, and summarizes conversations in real time. 

Whether you're on a Zoom call, recording a live meeting, or debriefing after a sales call, Otter keeps your team aligned by instantly turning spoken words into searchable, shareable notes.

Key Features

• Live transcription - Provides real-time captions during meetings, calls, and webinars.
• Automatic summaries - Otter highlights key points, action items, and decisions.
• Zoom, Google Meet, and MS Teams integrations - Joins your virtual meetings automatically and start transcribing.

Pricing

Otter.ai has four tiers:

1. Basic: Free forever, provides 300 monthly transcription minutes and max 30 minutes per conversation, lets you import and transcribe 3 audio or video files lifetime per user, and includes essential features.
2. Pro: $16.99/user/mo, more advanced features and more minutes.
3. Business: $30/user/mo, everything in Pro, plus more minutes and admin features.
4. Enterprise: Custom price, everything in Business, plus more advanced security features.

Pros & Cons

✅ Great for documenting interviews, calls, and brainstorms.

✅ Easy to search and share across your team.

❌ Accuracy can vary with heavy accents or background noise.

Next Steps: Choose the Right AI Agent for Your Small Business

AI agents for small businesses in 2025 aren’t just about saving time.

They’re about unlocking growth without scaling costs. 

So, regardless of whether you're looking to streamline sales, automate content, personalize outreach, or cut down on back-office tasks, there’s now an agent built to do just that.

But if you're looking for a solution that doesn’t just handle one task but connects the dots across your entire go-to-market motion - from outbound to email to ads - that’s where Warmly stands out. 

With a full suite of AI agents designed to think, act, and execute like your best teammate, Warmly gives small businesses the leverage to punch way above their weight.

Book a demo with Warmly and see how AI agents can drive real pipeline, not just busywork.

Read More

• AI Marketing Agents: Use Cases and Top Tools for 2025 - Explore how AI marketing agents are transforming strategy, content, and customer engagement, plus which tools lead the way.
• 8 Examples of AI Marketing Automation in 2025 - Real-world use cases showing how businesses are using AI to automate and scale their marketing in smarter, faster ways.
• Best 10 AI Sales Agents In 2025 [Reviewed] - A deep dive into the top AI sales agents that are reshaping outbound, prospecting, and pipeline management in 2025.
• 30+ Powerful AI Agents Statistics In 2025: Adoption & Insights - Get the latest stats on how AI agents are being used across industries and what that means for your business.
• Are AI Agents Worth It In 2025? Expectations vs. Reality - We separate hype from results in this honest breakdown of what AI agents are really delivering for teams this year.
• 7 Factors To Consider When Buying An AI Sales Agent In 2025 - Before you invest, make sure your AI sales agent checks these critical boxes for ROI, usability, and real impact.
• 10 Best AI Sales Assistants in 2025 [Reviewed] - Meet the AI sales assistants that are helping reps book more meetings, shorten sales cycles, and stay focused on selling.
• 10 Best AI SDR Agents to Win More Deals in 2025 - From email outreach to lead qualification, these AI SDR agents are built to help small teams win bigger, faster.

Agentic AI orchestration is quickly becoming the backbone of modern go-to-market teams - and for good reason. 

Instead of relying on siloed automation tools or one-off scripts, companies are now deploying intelligent agents that collaborate, coordinate, and adapt in real time.

Think of it like this: you’re no longer managing dozens of disconnected tasks across your sales and marketing stack. 

With agentic AI, your tools communicate with each other, make decisions autonomously, and execute goals without constant human intervention. 

It’s not just automation - it’s orchestration with intent.

In this article, I’ll break down what agentic AI orchestration means, why it matters for modern teams, how companies are already using it to generate pipeline faster, and which platforms are leading the charge.

Let’s dive in.

What is an agentic AI orchestration?

Agentic AI orchestration refers to the coordination of multiple AI agents working together toward shared goals, often across different tools, workflows, or departments. 

These agents aren’t just automating isolated tasks.

They’re acting semi-autonomously, making context-aware decisions, and adapting as they go.

So, instead of traditional automation where every step is predefined, agentic orchestration enables dynamic collaboration between agents. 

Think AI SDRs scheduling meetings while syncing with demand-gen agents optimizing ad spend, and both adjusting in real-time based on campaign results. 

It’s the difference between managing tasks and managing outcomes.

How is AI agent orchestration transforming businesses in 2025?

In 2025, the biggest gains aren’t coming from single-use AI tools. 

They’re coming from orchestrated agent networks that operate across the go-to-market engine, including sales, marketing, RevOps, and customer success.

The real transformation starts with coordination. 

Instead of siloed tools or departments working independently, agentic orchestration connects everything. 

Imagine this: 

1. A marketing agent identifies high-intent leads from a campaign and instantly hands them off to a sales agent.
2. That agent then crafts personalized outreach, 
3. While a RevOps agent updates the CRM, 
4. And a success agent starts pre-onboarding.

And all this happens in real-time, without anyone needing to manually orchestrate the handoffs.

The best part is that it’s not just more efficient. 

It’s smarter. 

These agents learn from each interaction and feed that data back into the system, so each cycle gets better, letting:

• Sales teams focus only on hot leads.
• Marketers double down on what’s converting.
• Operations reduce errors and eliminate bottlenecks.
• Leadership get clearer visibility into what’s working without waiting for the end-of-quarter report.

Therefore, it’s fair to say that agentic AI orchestration is transforming businesses from reactive to responsive. 

It’s giving lean teams the superpowers of a fully scaled operation minus the overhead.

What are the different types of agentic orchestration?

Agentic AI orchestration isn’t one-size-fits-all. 

Depending on your team’s structure, goals, and GTM strategy, orchestration can take different forms. 

Understanding these types helps you design a system that actually fits how your business works, not the other way around.

Here are the core types of agentic orchestration you’ll see in 2025:

1. Horizontal orchestration

This is where AI agents operate across departments, connecting siloed teams into one cohesive flow. 

For example, a sales agent collaborates with a marketing agent to prioritize leads based on campaign data, while a customer success agent prepares onboarding materials for newly signed clients.

And it’s all based on the same shared data stream.

Use case: End-to-end deal acceleration, from lead gen to onboarding.

2. Vertical orchestration

Here, orchestration occurs within a single function, such as sales or RevOps, but spans multiple layers of responsibility. 

You might have one agent qualifying inbound leads, another scheduling meetings, and a third updating CRM records and scoring based on intent data.

Use case: Supercharging individual departments with AI teammates that multitask.

3. Goal-based orchestration

In this setup, agents are aligned around specific objectives, regardless of department or channel. 

For example, a unified goal like “book 100 demos this month” might be shared among marketing, SDR, and data agents, each playing their part in reaching the target.

Use case: Cross-functional alignment around revenue outcomes.

4. Context-aware orchestration

This is where orchestration gets really intelligent. 

Agents adapt to changes in real time by shifting priorities, rerouting workflows, or triggering new actions based on live data. 

A spike in website visits? The content agent alerts the SDR agent to follow up. 

A no-show in a demo? The CS agent triggers a re-engagement flow.

Use case: Agile operations that react to signals, not static plans.

These orchestration models can be layered and combined, depending on the complexity of your business. 

The power lies not in choosing one, but in architecting a system where the right types of orchestration serve the right outcomes seamlessly, intelligently, and at scale.

What are the benefits of agentic AI orchestration?

Agentic AI orchestration is about unlocking an entirely new level of business performance. 

By letting intelligent agents collaborate across workflows and functions, companies aren’t just saving time - they’re also creating numerous advantages across every stage of the go-to-market journey.

Here are some of the things that make agentic orchestration such a game-changer in 2025:

1. True end-to-end automation without the rigidity

Unlike legacy automation systems that require predefined logic and rigid workflows, agentic AI adapts on the fly. 

Agents can adjust to changing data, customer behavior, or internal priorities, executing complex workflows without the need for constant reprogramming or manual oversight.

Why it matters: Your processes stay flexible, even as your business scales.

2. Fewer handoffs, fewer headaches

Manual coordination between tools and teams is one of the biggest sources of friction. 

With agentic orchestration, AI agents handle the handoffs by passing context, data, and actions seamlessly between systems.

Why it matters: You reduce delays, eliminate dropped balls, and give your team time back.

3. Personalization at scale

Because agents can work contextually and in parallel, you can deliver hyper-relevant experiences to thousands of leads or customers.

And all this without relying on cookie-cutter templates or burning out your team.

Why it matters: Your outreach doesn’t just reach more people—it resonates with them.

4. Faster time-to-outcome

Agentic orchestration compresses timelines by letting multiple agents act simultaneously across a workflow. 

While a human might complete a task in hours, orchestrated agents can complete dozens in seconds.

Why it matters: You accelerate everything from lead follow-up to revenue recognition.

5. Strategic resource allocation

With AI handling repetitive, operationally heavy tasks, your team can focus on higher-impact activities, such as:

• Refining strategy.
• Closing deals.
• Crafting better campaigns.

Why it matters: Your best people stop wasting time on low-leverage tasks.

The 8 best use cases of agentic AI orchestration

Agentic AI orchestration is not just theoretical, as it’s already driving measurable impact across GTM teams. 

From automating repetitive workflows to coordinating full-funnel campaigns, orchestrated agents are reshaping how companies operate in 2025.

Here are 9 of the best (and most valuable) use cases, starting with how Warmly customers are already putting this into action.

1. Outbound orchestration

Outbound sale today is still plagued by inefficiency. 

Reps juggle CRMs, inboxes, and LinkedIn tabs, manually researching leads, drafting outreach, following up, and trying not to drop the ball. 

The result? Missed signals, delayed responses, and a whole lot of busywork that doesn’t move your pipeline.

That’s where Warmly’s AI SDR comes in.

It’s not just another automation tool - it’s a fully orchestrated outbound system. 

One that runs 24/7, reacts to real-time intent, personalizes outreach across channels, and books qualified meetings without human babysitting.

Here’s how it works:

• Real-time signal detection - The agent listens for buying intent from multiple sources (e.g., site visits, social engagement, and third-party research signals), flagging when prospects are actually in market.
• Multi-channel outbound at scale - Based on the signal and ICP match, the AI SDR launches personalized outreach across email and LinkedIn, with messages tailored to context.
• Persistent nurturing - No response? No problem. The agent runs intelligent, multi-touch sequences designed to stay relevant over time, adjusting tone and timing based on behavior.
• Website chat, supercharged - Warmly’s generative AI chatbot picks up the thread on your site, qualifying leads in real time and handling objections or meeting booking instantly.
• Automated handoffs - When a prospect is ready, the agent routes them to the right human rep, syncs calendars, and logs everything to your CRM.

Why it matters:

With Warmly’s AI SDR orchestrating outbound, you’re not just scaling activity - you’re scaling results. 

Your team gets more meetings with less effort, while your prospects get timely, relevant outreach that actually feels human.

2. Meeting orchestration

In B2B sales, timing is everything.

Prospects often drop off due to delays in follow-ups or cumbersome scheduling processes.

Namely, traditional methods involve back-and-forth emails, missed signals, and manual calendar coordination, leading to lost opportunities.​

Enter Warmly's AI Copilot - a solution designed to streamline the meeting scheduling process by leveraging real-time intent signals and automating engagement.​

How it works:

• Real-time engagement - When a high-intent lead visits your website, the AI Copilot initiates a conversation through chat, providing immediate responses to queries and guiding the prospect through the qualification process.​
• Live video transition - For prospects requiring a more personalized touch, the AI Copilot can transition the conversation from chat to a live video call, driving deeper engagement and building trust.​
• Contextual handoffs - All interactions are logged and shared with the assigned sales representative, ensuring they have full context before the meeting, which leads to more productive conversations.​

Why it matters:

By automating the initial engagement and scheduling process, Warmly's AI Copilot ensures that no high-intent lead slips through the cracks. 

It reduces the time from interest to interaction, increases meeting show-up rates, and allows sales teams to focus on what they do best - closing deals.​

3. Marketing operations orchestration

In the fast-paced world of B2B marketing, the backend operations often become bottlenecks. 

Manual processes, such as lead scoring, routing, and data enrichment, can slow down campaigns and lead to missed opportunities.​

Warmly's AI Marketing Ops Agent - a solution designed to streamline and automate these critical operations - can help with this, ensuring that high-intent leads are promptly identified and acted upon.​

How it works:

• AI-powered ICP identification -  Warmly's agent goes beyond basic firmographics to define your Ideal Customer Profile (ICP). It uses AI to analyze deep customer data, uncovering patterns and characteristics of your best customers. This allows for the identification of new prospects that closely match these profiles. ​
• Real-time signal monitoring - The agent continuously monitors a multitude of high-quality lead signals and de-anonymization data from over 10 data enrichment providers. This real-time monitoring ensures that your team stays engaged with the right leads at the right time, eliminating delays and guesswork. ​
• Lead routing - With preset rules, the agent intelligently routes leads and sends real-time hot lead alerts directly to your sales team via Slack. This ensures that a human is looped in precisely when needed, enhancing the efficiency of your sales process. ​

Why it matters: 

Warmly's AI Marketing Ops Agent enables your team to focus on strategic initiatives instead of manual tasks by automating the backend of your marketing operations. 

It ensures that high-intent leads are promptly identified, enriched, and routed to the appropriate sales reps, significantly improving your marketing strategy's efficiency and effectiveness.​

4. Demand generation orchestration

Great demand gen doesn’t start with ads.

It starts with intent. 

But most teams are still running generic campaigns, blasting cold audiences and hoping something sticks. 

That’s not just inefficient - it’s expensive.

Warmly’s AI Demand Gen Agent flips the script by orchestrating fully agentic campaigns where every action, ad, and follow-up is triggered by real buyer behavior, not guesswork.

Here’s how it works:

• Signal-based audience building - Warmly tracks a mix of on-site, off-site, and research intent signals to identify who is in-market right now. These insights are used to automatically build dynamic lead segments that sync directly with your ad platforms, so your ads only reach people who are showing intent.
• Hyper-targeted ad campaigns - Instead of static, spray-and-pray ads, the Demand Gen Agent runs personalized campaigns across your channels built around persona, behavior, and traffic source. Leads see messages that reflect exactly where they are in their journey.
• AI-powered follow-up workflows - Once a lead engages, the agent routes them into the right sequence: it might launch a multi-step nurture series, serve retargeting ads, or even surface personalized offers on your site in real-time.
• Warm Offers on-site - Based on traffic source and persona, the Demand Gen Agent can dynamically display personalized offers or content directly on your site, increasing conversion chances while the lead is hot.

Why it matters:

With Warmly’s AI Demand Gen Agent, you’re not spending money on cold clicks. 

You’re engaging real buyers, in real time, with messages that meet them exactly where they are. 

The result? Higher conversion rates, lower acquisition costs, and a demand gen engine that finally feels intelligent.

5. Lead lifecycle orchestration

The buyer’s journey isn’t a straight line, but most GTM systems still treat it like one. 

Marketing hands off leads to sales. Sales closes them. Customer success tries to retain them. 

But in between, you get gaps, delays, and lost context.

Agentic AI orchestration changes that by connecting every stage of the customer journey with intelligent, real-time coordination. 

Instead of handing leads off from team to team, orchestrated agents guide them seamlessly from first touch to long-term value.

Here’s how it works:

• Unified lead tracking from first touch - The journey begins with a marketing agent that detects early-stage engagement (like content downloads, ad clicks, or website visits), and enriches that lead profile with real-time data.
• Real-time qualification and handoff - As soon as a lead meets your ICP and intent criteria, the marketing agent signals a sales agent. Outreach begins instantly, with no lag, no manual routing, and no dropped handoffs.
• Sales engagement and deal progression - A sales agent nurtures the lead with personalized messaging across channels and adjusts approach and updates the CRM based on behavior.
• CS activation on deal close - Once the deal is signed, a customer success agent takes over automatically. It can kick off onboarding sequences, send welcome messages, and prepare resources based on the deal context it inherited from sales.
• Ongoing lifecycle orchestration - After onboarding, the same CS agent can flag expansion opportunities, surface churn risks, and loop back in sales or marketing agents to re-engage based on usage signals.

Why it matters:

Lead lifecycle orchestration breaks down silos. 

You get one connected system where every agent (marketing, sales, success) operates in sync. 

That means less friction, faster velocity, and a customer experience that feels cohesive.

6. Reactivation of ghosted or stale pipeline deals

Every sales team has them: leads that looked promising, showed early interest, maybe even took a call… and then vanished. 

In most orgs, these prospects fall into the black hole of the forgotten pipeline. 

But in 2025, top teams don’t let ghosted deals die quietly.

Agentic AI orchestration gives you a second shot. 

It continuously monitors behavior, watches for re-engagement signals, and knows exactly when (and how) to jump back in.

Here’s how it works:

• Always-on deal monitoring - AI agents keep tabs on ghosted and stale deals in your CRM by tracking LinkedIn activity, website visits, company news, funding announcements, and buying intent.
• Behavioral and contextual triggers - When something shifts, like a stakeholder posting about a new initiative, a prospect revisiting your site, or an account hiring for a relevant role, the agent knows. It flags the opportunity and prepares tailored outreach.
• Contextual re-engagement campaigns - Instead of generic “just checking in” messages, the system crafts personalized reactivation sequences that reference the deal history, latest activity, and persona-specific pain points.
• Smart rep alerts and handoff - If human outreach is more appropriate, the agent alerts the right rep with complete context, including what changed, why this moment matters, and what message to lead with.

Why it matters:

Reactivation isn’t about luck - it’s about timing. 

With agentic orchestration, your team shows up exactly when interest resurfaces. 

That means more resurrected deals, shorter sales cycles, and fewer missed second chances.

7. Customer onboarding and expansion orchestration

Closing the deal isn’t the finish line.

It’s actually the starting point. 

But too often, the post-sale experience is disjointed. 

Handoffs to customer success are manual. Onboarding is delayed. Expansion signals go unnoticed. 

That’s not just bad CX: it’s lost revenue.

Agentic AI orchestration changes that by connecting sales, success, and product touchpoints into one seamless customer journey from “yes” to lifelong value.

Here’s how it works:

• Instant post-sale activation - As soon as a deal closes, an onboarding agent gets to work, pulling in deal context from the CRM and launching personalized onboarding flows without waiting for CS to catch up.
• Automated welcome and enablement - The agent can send welcome emails, schedule kickoff calls, and surface product resources based on plan type, persona, or use case. 
• Milestone-based engagement - As the customer progresses, completing onboarding steps, adopting features, or expanding usage, the system celebrates wins, surfaces tips, and routes any issues to the right team.
• Expansion opportunity detection - AI agents monitor for upsell triggers, such as usage surges, new team members, or interest in new products. When a signal hits, the agent can either initiate expansion outreach directly or notify an AE with full context and suggested next steps.
• Churn risk intervention - If engagement drops or usage patterns change, the agent flags risks early, prompting proactive check-ins, re-engagement flows, or support interventions before it’s too late.

Why it matters:

With agentic orchestration, your customers never feel forgotten. 

Every milestone is supported, every signal is acted on, and every growth opportunity is surfaced. 

That means faster time-to-value, higher NRR, and a customer experience that drives loyalty by design, not luck.

8. Revenue reporting and pipeline intelligence

Revenue teams shouldn’t have to wait until the end of the quarter to figure out what’s working and what’s not. 

Yet most orgs still rely on backward-looking dashboards, scattered reports, and time-consuming manual analysis that arrives too late to act on.

Agentic AI orchestration flips that script by embedding intelligence directly into your pipeline. 

Agents don’t just report - they observe, analyze, and alert in real time, giving your team visibility and action at every step of the funnel.

Here’s how it works:

• Automated pipeline monitoring - Orchestration agents are always watching your pipeline, pulling data from CRM, marketing platforms, customer success tools, and product analytics. No need for manual exports or weekly scrambles to update dashboards.
• Signal-driven alerts - If something shifts, e.g., conversion rates drop, win rates spike, or lead velocity slows, agents flag the anomaly immediately. 
• Real-time performance insights - Agents don’t just surface what happened, they show why. Was it campaign performance? Rep activity? Funnel friction? The system connects the dots and identifies root causes across tools and teams.
• Predictive forecasting and scenario planning - Based on historical trends and live signals, agents can forecast revenue trajectories, flag pipeline gaps early, and even simulate “what-if” scenarios to help you plan better.
• Actionable intelligence, not just reports - When insights are uncovered, agents can automatically trigger responses, such as rerouting leads, notifying reps, adjusting campaign budgets, or even shifting targeting, all without human intervention.

Why it matters:

With agentic revenue intelligence, you do more than just measure results.

You shape them. 

Your team makes smarter decisions faster, reacts in real time, and drives outcomes proactively. 

No more “we’ll fix it next quarter.” You fix it now.

Top 3 agentic AI orchestration software in 2025

As more companies shift from siloed automation to fully orchestrated AI systems, the demand for platforms that support agentic orchestration is exploding. 

Below are three of the top players in the space, starting with the one redefining outbound and GTM orchestration across the board.

1. Warmly - Best for outbound and GTM orchestration

Warmly is the go-to choice for teams looking to turn outbound chaos into intelligent, scalable systems. 

It offers a full suite of AI agents purpose-built for GTM teams from SDR and Demand Gen to Marketing Ops and CS. 

These agents don’t just automate - they collaborate, making real-time decisions, syncing across channels, and moving deals forward without human micromanagement.

Standout features

• AI SDR for warm, signal-driven outreach across email and LinkedIn.
• AI Copilot for providing real-time suggestions to human reps and looping them into warm conversations.
• Marketing Ops Agent for lead routing, ICP enrichment, and monitoring for intent signals.
• Demand Gen Agent for intent-based ad campaigns and personalized site offers.

So, if you're looking for a platform that brings agentic AI into every stage of your revenue engine, Warmly is hard to beat.

Pricing

Warmly offers a free forever plan that allows you to reveal up to 500 monthly visitors, set up ICP filters to quickly identify high-quality leads, and automate basic lead routing.

If you need more, there are three tiers to choose from:

1. Data Only: Starts at $499/mo when billed monthly or $4,000 when billed annually, lets you identify up to 5,000 monthly visitors, first-party intent signals, alerts, and access to Warmly’s B2B prospecting database.
2. Business: Starts at $19,000/year for up to 10,000 visitors or $45,000/year for up to 75,000 visitors, everything in Data Only, plus third and second-party signals, sales orchestration, AI Chat, and lead routing.
3. Enterprise: Custom pricing, custom number of visitors, everything in Business, plus custom signals and warm calling.

2. Humantic AI - Best for persona-driven outreach orchestration

Humantic AI uses behavioral science and personality insights to power AI-driven personalization at scale. 

It’s particularly strong in orchestration for sales outreach, helping reps tailor their communication based on the recipient’s DISC profile.

This is why it’s best for sales teams that want to boost response rates with psychologically-informed messaging

Standout features

• Personality AI profiling - Instantly analyzes a prospect’s digital footprint to generate DISC-based personality profiles.
• AI-driven messaging recommendations - Suggests words, tone, and structure that best resonate with each persona.
• CRM and sales engagement integration - Embeds insights directly into tools like LinkedIn, Outreach, and Salesforce for seamless rep workflows.

Pricing

Humantic AI has two different sets of pricing plans for individuals and organizations.

If you’re a solo user, you can pick from three plans:

1. Pro: $40/month, includes 500 prospect profiles/month, Chrome Extension, personality overview, qualifying and prospecting tips, etc. (this plan is annual only).
2. Expert: $50/month, includes unlimited prospects, everything in Pro, plus 1-click personalization, sales dashboard, etc.
3. Owner: $75/month, everything in Expert, plus 200 profile enrichments/month, account level information, etc.

When it comes to plans for organizations, there are also three plans:

1. Startup: $275/month, includes 5-20 users, DISC & Big Five profiles, 1-click personalization, etc.
2. Growth: $1050/month, minimum 10 users, everything in Startup, plus personalized cadences and advanced CRM enrichments.
3. Enterprise: Custom price, minimum 20 users, everything in Growth, plus API access, enhanced lead scoring, etc.

3. Zapier Agents (Beta) - Best for building custom AI bots across your stack

Although this isn’t exactly an agent per se, it can be very helpful for teams seeking to build custom AI bots that integrate with a wide range of applications.

Namely, Zapier Agents is an experimental AI workspace where you can build AI bots and teach them to handle tasks in your favorite apps. 

It allows users to create custom AI agents that can automate tasks across over 8,000 apps, enabling seamless integration and workflow automation.

Standout features

• Custom AI bots - Lets you design AI bots tailored to specific workflows and tasks.
• Extensive app integration - Allows you to connect with over 8,000 apps to automate complex workflows.
• User-friendly interface - Enables building and managing bots without the need for extensive coding knowledge.

Pricing

Zapier Agents has a free forever plan that lets you run 400 activities per month, in addition to some basic features.

To access more actions, subscribe to one of two paid plans:

1. Pro: $50/mo, everything in Free but lets you run 1,500 activities per month.
2. Advanced: Custom pricing, custom number of activities.

Final thoughts: The future belongs to orchestrated teams

Agentic AI orchestration isn’t just the next evolution of automation.

It’s a shift in how modern GTM teams operate, making workflows smarter, faster, and more connected.

And while several tools are entering the space, Warmly stands out for one key reason: it’s purpose-built for the entire GTM process. 

With AI SDRs, Marketing Ops agents, Demand Gen bots, and meeting copilots all working in sync, Warmly doesn’t just automate tasks - it drives pipeline.

Ready to start orchestrating smarter growth with Warmly’s AI agents?

Book a demo and see how agentic AI can transform your sales process end-to-end.

Read More

• AI Marketing Agents: Use Cases and Top Tools for 2025 - Explore how AI marketing agents are transforming strategy, content, and customer engagement, plus which tools lead the way.
• 8 Examples of AI Marketing Automation in 2025 - Real-world use cases showing how businesses are using AI to automate and scale their marketing in smarter, faster ways.
• Best 10 AI Sales Agents In 2025 [Reviewed] - A deep dive into the top AI sales agents that are reshaping outbound, prospecting, and pipeline management in 2025.
• 30+ Powerful AI Agents Statistics In 2025: Adoption & Insights - Get the latest stats on how AI agents are being used across industries and what that means for your business.
• Are AI Agents Worth It In 2025? Expectations vs. Reality - We separate hype from results in this honest breakdown of what AI agents are really delivering for teams this year.
• 7 Factors To Consider When Buying An AI Sales Agent In 2025 - Before you invest, make sure your AI sales agent checks these critical boxes for ROI, usability, and real impact.
• 10 Best AI Sales Assistants in 2025 [Reviewed] - Meet the AI sales assistants that are helping reps book more meetings, shorten sales cycles, and stay focused on selling.
• 10 Best AI SDR Agents to Win More Deals in 2025 - From email outreach to lead qualification, these AI SDR agents are built to help small teams win bigger, faster.

Today, AI email agents are doing more than just automating messages - they’re running high-performing outbound engines while your team focuses on closing.

From qualifying leads to sending personalized follow-ups at the perfect time, these agents act more like digital SDRs than static tools. 

And the best part? They never get tired, miss a beat, or forget to follow up.

If your inbox is overflowing, your reps are bogged down in manual tasks, and your pipeline feels stagnant, it’s probably time to let AI do the heavy lifting. 

Today’s top email agents don’t just write emails. Instead, they tackle everything from strategizing and testing to optimizing and converting.

In this guide, we’ll break down the 10 best AI email agents in 2025, what makes each unique, and how to choose the right fit for your sales and marketing strategy.

Let’s get into it and get your pipeline moving!

Factors to consider when buying an AI email agent

Not all AI email agents are built the same.

While some are glorified writing assistants, others are actual full-blown pipeline-driving machines. 

So, before plugging a new agent into your outbound engine, here’s what to evaluate:

1. Level of autonomy

Does the agent just suggest messages, or can it actually run campaigns on your behalf?

Look for AI agents that go beyond drafting. 

The best ones can personalize emails, follow up automatically, A/B test copy, and even decide when to pause or escalate the campaign. 

And remember, high autonomy allows for easy scaling.

2. Personalization capabilities

Can it sound like a human? Like you?

A good AI agent should personalize beyond {first name}. 

That means tailoring tone, referencing buyer pain points, and adapting messaging by persona or segment without sounding robotic or generic.

3. Learning & optimization

Does the agent get smarter over time?

You want an AI that tracks open/reply rates, learns from what’s working, and fine-tunes messaging automatically. 

Bonus points if it recommends the next best actions based on engagement.

4. CRM & workflow integration

Will it actually play nice with your stack?

Your AI email agent should sync seamlessly with your CRM, such as HubSpot or Salesforce, and sales tools. 

That means logging activity, updating contact records, and avoiding awkward duplicate outreach.

5. Visibility & control

Can your team monitor what’s happening and step in if needed?

Look for tools that let you approve messaging, set guardrails, and get real-time visibility into what your AI agent is doing. 

You shouldn’t feel like you’re flying blind, regardless of how advanced your AI is.

What are the best AI email agents in 2025?

1. Warmly - Advanced AI email agent that detects buying signals, personalizes outreach in real-time, and books meetings while your team sleeps.
2. Lavender - AI-powered email coaching for reps who want to write better, faster.
3. Smartwriter.ai - Budget-friendly AI email agent that generates hyper-personalized emails using data from LinkedIn profiles, websites, and social activity.
4. Instantly.ai - Designed for running high-volume cold email campaigns at scale.
5. Regie.ai - Multichannel AI agent that can generate not only email sequences but also LinkedIn and cold calling ones.
6. Lyne.ai - Specializes in crafting personalized cold email intros using AI that scans LinkedIn and website data at scale.
7. Salesloft Rhythm - Enterprise-ready AI with deep sales engagement features.
8. Apollo.io - Combines prospecting, enrichment, and email sequencing in one platform with an AI assistant that helps draft, schedule, and test messages.
9. Close - An AI assistant that helps reps prioritize emails, suggest responses, and streamline follow-up based on engagement history.
10. Seventh Sense - AI-powered send-time optimization.

1. Warmly

Best for: End-to-end AI-powered email engagement that turns high-intent prospects into booked meetings.

Who is it for: GTM leaders and B2B SDR teams looking to automate personalized outreach without losing the human touch.

Warmly is more than just another email tool - it’s a full-stack AI sales agent built to engage warm prospects at scale. 

From identifying pipeline-ready leads to sending personalized, timely emails that drive responses, Warmly acts more like a digital teammate than a tool. I

t works around the clock to keep your inbox active, high-value leads engaged, and your pipeline moving.

How does Warmly’s AI email agent work?

At its core, Warmly’s AI SDR agent is trained to think and act like a top-performing rep. 

It kicks in the moment high-intent activity is detected, for example, when a buyer browses your pricing page, engages with your LinkedIn content, or revisits your site.

Here’s how it works step-by-step:

• Identifies buying signals in real time by tracking your website traffic, CRM activity, and LinkedIn engagement.
• Personalizes every email automatically, referencing the prospect’s role, pain points, and stage in the funnel.
• Follows up without prompting, with dynamic sequences that adjust based on engagement, meaning there’s no manual scheduling required.
• Books meetings on your behalf, only handing off leads once they’re qualified and ready to talk.

Unlike tools that just help write emails, Warmly’s AI SDR agent handles the whole workflow, from identifying who to reach out to, to knowing exactly when and how to follow up, all the way to booking qualified meetings.

Other key features

• Website visitor identification - Shows you who’s on your site in real-time, and reveals their on-site and off-site intent signals.
• Email + LinkedIn sequencing - Combines channels for more natural prospect engagement.
• Smart AI Chat - Chatbot powered by advanced, highly trainable AI that qualifies leads, answers their questions, books meetings, provides valuable resources, etc.
• Massive B2B database - Database with over 250 million contacts to power your AI-driven prospecting.
• Live Video Chat - Let human reps take over in face-to-face meetings when your leads have been properly warmed up and prepped.

Pricing

Warmly offers a free forever plan that allows you to reveal up to 500 monthly visitors, set up ICP filters to quickly identify high-quality leads, and automate basic lead routing.

If you need more, there are three tiers to choose from:

1. Data Only: Starts at $499/mo when billed monthly or $4,000 when billed annually, lets you identify up to 5,000 monthly visitors, first-party intent signals, alerts, and access to Warmly’s B2B prospecting database.
2. Business: Starts at $19,000/year for up to 10,000 visitors or $45,000/year for up to 75,000 visitors, everything in Data Only, plus third and second-party signals, sales orchestration, AI Chat, and lead routing.
3. Enterprise: Custom pricing, custom number of visitors, everything in Business, plus custom signals and warm calling.

Pros & Cons

✅ Deep personalization that adapts to persona, funnel stage, and intent levels.

✅ Integrates seamlessly with CRMs and tools your team already uses.

✅ Outreach is triggered by genuine intent, not random cold lists.

✅ Covers both email and LinkedIn with contextual, human-like messaging.

✅ Live on-site lead engagement.

✅ Highly customizable and trainable AI.

❌ Access to Warmly’s AI agents is available only on its paid plans.

2. Lavender

Best for: Real-time email coaching to help reps write better cold emails more quickly.

Who is it for: Individual SDRs and sales teams who write their own outreach and want to improve quality and response rates without starting from scratch.

Lavender is an AI-powered email assistant that lives right inside your inbox, offering instant feedback on every email you write. 

Think of it as Grammarly meets a sales coach.

It scores your email for clarity, tone, and personalization, while suggesting improvements based on what drives replies.

So, instead of replacing your reps, Lavender helps them improve their craft one email at a time.

Key features

• Real-time email scoring - Grades emails based on tone, reading level, spam risk, and length.
• AI writing suggestions - Offers personalized rewrites and phrase improvements to boost clarity and engagement.
• Performance tracking - Tracks email performance by rep, template, and segment to surface what’s working.

Pricing

Lavender offers a free forever plan that allows you to analyze and personalize up to 5 emails per month, providing access to its essential features.

If you need more, there are three paid plans to choose from:

1. Starter: $29/mo, includes unlimited email personalization and generation in addition to AI email writer, mobile optimization, etc.
2. Individual Pro: $49/mo, everything in Starter, plus dedicated support and more native integrations.
3. Team Plan: $99/user/mo, includes aggregated email analytics, accelerated dynamic scoring, content studio access, and more.

Pros & Cons

✅ Perfect for rep-level enablement, as it boosts writing quality without automation

✅ Easy to install and start using right away.

❌ Doesn’t send emails or run sequences - it’s strictly an assistant, not an agent.

3. Smartwriter.ai

Best for: Affordable, AI-powered cold email personalization for small teams and solo founders.

Who is it for: Startups, solopreneurs, and small sales teams that want to automate personalized outreach without hiring extra headcount.

Smartwriter.ai helps users craft hyper-personalized cold emails using publicly available data pulled from a lead’s LinkedIn profile, website, or online presence. 

So, instead of sending bland, cookie-cutter messages, it generates custom intros, value props, and compliments that feel handcrafted, even at scale.

It’s a budget-friendly entry option for AI-assisted prospecting, especially for teams without the time or resources to write every message manually.

Key features

• AI-driven research - Automatically scans LinkedIn and websites to generate relevant personalization for each lead.
• Email intro line generation - Creates unique, human-sounding intros that make cold emails feel 1:1.
• Multilingual support – Generates emails in multiple languages for global outreach.

Pricing

SmartWriter offers a 7-day free trial, allowing you to explore its capabilities.

If you want to keep using it, you can subscribe to one of 3 paid plans:

1. Basic: $59 per user per month, includes 400 monthly credits and up to 15 personalized lines per lead.
2. Popular: $149 per user per month, includes 1200 monthly credits and up to 15 personalized lines per lead.
3. Pro: $359 per user per month, includes 3000 monthly credits and up to 15 personalized lines per lead.

Pros & Cons

✅ Great for teams with limited budgets or no dedicated SDRs.

✅ Personalization at scale without needing deep internal data.

❌ Focuses mainly on first-touch personalization, there’s no built-in sequencing or email delivery.

4. Instantly.ai

Best for: Scaling high-volume cold email campaigns with built-in deliverability protection.

Who is it for: Growth-focused outbound teams and lead gen agencies running multi-inbox, high-volume campaigns.

Instantly.ai is built for scale. 

It’s a cold email automation platform that lets you connect unlimited email accounts, run bulk sequences, and protect your sender reputation with advanced deliverability features. 

While it’s not focused on deep personalization like some AI-first tools, it excels at managing volume and deliverability across large campaigns.

If your team sends hundreds (or thousands) of emails a day, Instantly is your engine.

Key features

• Unlimited email sending accounts - Rotate across multiple inboxes to maintain sender health.
• Smart sending & throttling - Adjusts send speed to stay under spam radars.
• AI-powered email optimization - Ensures your emails will be set for success.

Pricing

Instantly.ai has three pricing plans:

1. Growth: $37/mo, 5,000 monthly emails and 1000 uploaded contacts.
2. Hypergrowth: $97/mo, 100,000 emails and 25,000 uploaded contacts.
3. Light Speed: $358/mo, 500,000 emails and 100,000 uploaded contacts.

All plans include unlimited email accounts and warmup.

Pros & Cons

✅ Built specifically for high-volume cold outreach.

✅ Excellent deliverability safeguards to protect domain reputation.

❌ Limited personalization features compared to 1:1-focused platforms.

5. Regie.ai

Best for: Multichannel prospecting.

Who is it for: SDR teams and sales enablement leaders who want to build and scale consistent outreach across email, LinkedIn, and phone.

Regie.ai is an AI-powered prospecting platform. 

It generates complete multichannel sequences, including LinkedIn messages and call scripts, tailored to your personas, ICP, and value props. 

It’s especially useful for teams that want to standardize outreach across reps while still keeping it personalized and relevant.

Key features

• AI-driven personalized outreach - AI-powered agents autonomously execute email workflows, crafting tailored emails and pinpointing the best time to send initial emails and follow-ups.
• Dynamic email generation - Helps reps generate high-performing cold emails using AI prompts tailored to persona, use case, and funnel stage.
• In-inbox email analyzer - Gives real-time feedback and suggestions on your cold emails.

Pricing

Regie.ai has three separate product packages:

1. RegieOne Sales Engagement Platform: Pricing is based on the number of prospecting sales reps, starting at $35,000/yr, includes traditional sales engagement workflows alongside Agentic prospecting capabilities, first-party intent, etc.
2. AI Agents + AI Dialer: Pricing is based on the number of prospecting sales reps, starting at $35,000/yr, includes AI Agents and AI Dialer. 
3. AI Agents: Pricing is based on the number of prospecting sales reps, starting at $35,000/yr, includes access to AI Agents alone.

There’s no free trial or plan available.

Pros & Cons

✅ Covers more than just email, making it great for full-funnel outbound.

✅ Standardizes messaging across teams while keeping personalization.

❌ Less focused on deep, individual personalization.

6. Lyne.ai

Best for: Scaling hyper-personalized cold outreach.

Who is it for: Outbound sales teams, agencies, and founders looking to make cold emails feel genuinely personal without writing each one by hand.

Lyne.ai focuses on one thing, and it does it really well: writing personalized cold email intros that grab attention. 

Its AI scans LinkedIn profiles, websites, and other online content to craft highly specific openers that feel like you did your homework, even when you didn’t.

It’s ideal for anyone who wants to stand out in crowded inboxes without spending hours manually researching every lead.

Key features

• AI intro line generation - Creates custom intros based on each prospect’s job role, achievements, content, or company activity.
• Bulk personalization - Upload lead lists, and Lyne.ai will generate personalized lines for thousands of contacts in minutes.
• Cold email templates - Rich library of ready-made cold emails for various use cases, which can be easily tweaked and adjusted.

Pricing 

While Lyne.ai claims to have a free forever plan, it is, in fact, not free.

It’s a usage-based plan that charges $6 per 20 credits, with 1 credit equal to 1 row of output.

It also has a plan with a flat fee of $120/month that includes 2,000 email credits/month.

Pros & Cons

✅ Outreach platform integrations - Works with tools like Hunter, Lemlist, and Woodpecker.

✅ Extremely fast personalization at scale.

❌ Focuses mainly on first-line personalization instead of full email sequencing.

7. Salesloft Rhythm AI

Best for: AI-guided engagement within an enterprise-grade sales platform.

Who is it for: Mid-market to enterprise sales teams that want to combine human-led outreach with AI insights, prioritization, and automation.

Salesloft is a well-established sales engagement platform, and with its AI-powered Rhythm feature, it’s become smarter than ever. 

Rhythm surfaces the most important next steps for reps - from who to email and when to follow up, to even what to say - based on deal movement, CRM data, and real-time prospect behavior.

It’s not a full-blown autonomous agent, but more of an intelligent copilot that helps reps work smarter inside a powerful platform they already use.

Key features

• Rhythm AI prioritization engine - Tells reps exactly who to engage, how, and when, meaning there’s no guesswork or missed follow-ups.
• AI email assistant - Suggests personalized content and subject lines based on historical data and email performance.
• Analytics & coaching insights - Tracks performance across teams and coach reps using conversation and engagement data.

Pricing

Salesloft has two pricing plans:

1. Advanced
2. Premier

It doesn’t publish prices for any of its tiers, so it’s best to contact its sales team for more details.

Pros & Cons

✅ AI helps prioritize work and improve content without full automation.

✅ All-in-one platform for sequencing, calling, and analytics.

❌ Higher learning curve and price point for smaller or newer teams.

8. Apollo.io

Best for: All-in-one prospecting and outreach with built-in AI assistance.

Who is it for: Sales teams, founders, and GTM leaders looking for a unified platform to find leads, write emails, and automate outbound in one place.

Apollo.io combines a massive B2B contact database with built-in email sequencing, CRM functionality, and now, AI-powered email assistance. 

It’s great for teams that want a full prospecting-to-outreach workflow without juggling multiple sales tools.

Key features

• B2B lead database - Provides access to 270M+ contacts with filters for job title, tech stack, funding, and more.
• AI email writing assistant - Instantly drafts personalized cold emails based on your target persona and intent data.
• Automated sequences - Run multistep email cadences with custom delays, A/B tests, and trigger-based logic.

Pricing

Apollo has a free forever plan that includes 100 email and mobile phone finder credits, basic filters and prospecting, and two sequences.

If you need more, you can upgrade to one of three paid plans:

1. Basic: $59 per user per month.
2. Professional: $99 per user per month.
3. Organization: $149 per user per month.

Pros & Cons

✅ End-to-end outbound platform, so there’s no need to bolt on extra tools.

✅ Solid intent and enrichment data for smart prospecting.

❌ AI is helpful, but not fully autonomous, and still requires hands-on management.

9. Close.com

Best for: Combining AI assistance with CRM-driven email prioritization and follow-up.

Who is it for: SMBs doing a mix of inbound and outbound, looking to simplify workflows and boost rep productivity.

Close.com is a sales-focused CRM designed to keep reps in their flow, so there’s no tab overload or too many tools. 

With the addition of smart views and AI features, Close helps sales teams stay on top of warm leads, respond faster, and write more compelling emails based on engagement history and past activity.

It’s not a full-on AI email agent, but it’s a smart sales assistant that works quietly behind the scenes to keep things moving.

Key features

• Smart Views - Automatically surfaces the most important leads based on recent activity, stage, or deal movement.
• AI email suggestions - Lets you draft better replies and follow-ups based on prior conversations and buyer behavior.
• Automated follow-up reminders - Never drop a thread with intelligent nudges and task scheduling.

Pricing

Close has five pricing plans:

1. Base: $29/seat/month.
2. Startup: $59/seat/month, the first plan to include AI features.
3. Professional: $109/seat/month, more advanced AI features and customization options.
4. Enterprise: $149/seat/month, predictive dialer, sales call coaching, and advanced CRM customization.
5. Custom: Custom pricing for teams of 10+ reps with bespoke needs.

Pros & Cons

✅ Integrates several channel for a holistic approach to outbound.

✅ Intuitive interface.

❌ More advanced AI features are available only on top tiers.

10. Seventh Sense

Best for: Optimizing email send times to boost open and reply rates.

Who is it for: Marketing and sales teams that want to increase engagement by sending emails when each individual is most likely to read them.

Seventh Sense isn’t a traditional AI email writer.

Instead, it focuses on when to send your emails, not just what to say. 

Using behavioral analytics and machine learning, it finds the exact time each contact is most likely to open and engage, then delivers emails at those moments. 

It's a powerful plug-in for teams using HubSpot or Marketo who want to get more out of the emails they’re already sending.

Key features

• Behavior-based send-time optimization - Analyzes recipient engagement patterns to send emails when they’re most likely to be seen.
• Dynamic delivery windows - Staggers sends to avoid spam filters and improve deliverability without batching.
• Engagement analytics - Tracks opens, clicks, and reply patterns to continuously improve timing.

Pricing

Seventh Sense has two separate pricing packages for each of the two platforms it integrates with:

1. HubSpot:

• Business Plan: Starts at $80/mo for up to 5000 leads, billed annually.
• Enterprise Plan: Custom price, includes all features as Business with the addition of enterprise-grade security capabilities.

2. Marketo:

• Business: Starts at $450/mo for up to 5000 leads, billed annually.
• Enterprise: Custom price, includes all features as Business with the addition of enterprise-grade security capabilities.

Pros & Cons

✅ Useful for improving deliverability and engagement at scale

✅ Native HubSpot & Marketo integration.

❌ Doesn’t create or personalize email content.

Next steps: Automate smarter and convert faster with Warmly

AI email agents have come a long way - from simple writing assistants to full-on sales teammates that work 24/7 to fill your pipeline. 

Whether you’re looking for smarter personalization, better timing, or completely hands-off automation, there’s a tool on this list built for your approach and strategy.

But if you’re after an agent that doesn’t just help you write, but actually does the work, Warmly is the one to watch.

It detects intent, personalizes messaging, follows up automatically, and books meetings while your team focuses on closing. 

No having to monitor it 24/7, no fluff. Just pipeline.

Ready to see it in action? Book a demo with Warmly and meet your new favorite AI email agent and SDR.

Read more

• 10 Best AI SDR Agents to Win More Deals in 2025 - Discover top AI SDR agents built to automate outreach, personalize follow-ups, and help your team close more deals, faster.
• 7 Factors To Consider When Buying An AI Sales Agent In 2025 - Learn what really matters when choosing an AI sales agent, from autonomy and integration to real-world impact on pipeline.
• 10 Best AI Sales Assistants in 2025 [Reviewed] - Find the best AI-powered sales assistant for your use case in this in-depth guide to the tools changing how teams sell.
• AI for Sales Prospecting: How to Use It? [2025] - Explore how AI can streamline prospecting, surface the right leads, and warm up conversations before you even hit send.
• AI for Sales: Best Tools & Tips [2025] - A curated list of the best AI sales tools and practical tips to help you boost productivity, personalization, and pipeline.
• AI Email Marketing: How To Use It In 2025? - Unpack how AI is transforming email marketing with smarter targeting, automated content, and better engagement strategies.

At Warmly, we’ve seen firsthand how these agents can reduce manual work, accelerate pipeline, and scale personalization without burning out your team. 

But what do the numbers say about adoption, performance, and impact across the industry?

In this article, I’ve gathered the most compelling stats on AI agent adoption, usage trends, and ROI so you can see what’s really happening under the hood. 

Regardless of whether you’re already using AI agents or just exploring what’s possible, these insights will help you understand where the market is heading and where your team fits in.

Let’s dig into the data that’s reshaping GTM in real-time!

AI Agents Market Size Statistics

The AI agents market isn’t just growing - it’s exploding. 

As companies race to automate tasks and scale customer interactions without scaling headcount, AI agents have quickly become core GTM infrastructure. 

From marketing and sales to support and operations, these agents are becoming embedded in the daily workflows of modern teams.

And the market data backs it up. The numbers below highlight just how fast adoption is accelerating and how big the opportunity really is:

1.Global Market Valuation - The global AI agents market is projected to reach $7.6 billion in 2025, up from $5.4 billion in 2024, marking a significant year-over-year growth.

2. Compound Annual Growth Rate (CAGR) - From 2025 to 2030, the AI agents market is expected to grow at a CAGR of 45.8%, indicating robust and sustained expansion.

3. Long-Term Market Forecast - By 2030, the market is anticipated to reach $47.1 billion, reflecting the increasing integration of AI agents in business operations.

4. Global Market Trends - The U.S. is currently the largest market for AI agents, with 40.1% revenue share, whereas Asia Pacific is the fastest growing market, which is expected to register the highest CAGR over the 2025-2030 period.

5. Investment Trends - AI agent start-ups raised $3.8 billion in 2024, nearly tripling the investments from the previous year, highlighting investor confidence in the sector. ​

6. Enterprise Adoption - Approximately 85% of enterprises are expected to implement AI agents by the end of 2025, leveraging them for improved efficiency and customer engagement. ​

Data sources: Grand View Research, Markets and Markets, CBInsights, Litslink

AI Agents Adoption Rate & Use Cases Statistics

AI agents are already actively reshaping how businesses operate across various industries. 

The adoption of AI agents has seen a significant surge in 2025, with agentic AI tackling everything from automating routine tasks to improving customer experiences.

Organizations are leveraging these intelligent systems to drive efficiency, reduce costs, and stay competitive in an increasingly digital landscape. 

Below are the key statistics that highlight the current adoption rates and diverse use cases of AI agents:

1.Retail Sector Investment - In the retail industry, 76% of retailers are increasing their investment in AI agents over the next year, focusing on customer service applications such as automated inquiries and order tracking. ​

2. Consulting Industry Transformation - Major consulting firms like Deloitte and EY are integrating AI agents into their operations. Deloitte's Zora AI platform aims to reduce finance team costs by 25% and increase productivity by 40%. EY's deployment of 150 AI tax agents is set to assist in compliance and data review processes. ​

3. Consumer Comfort Levels - A growing number of consumers are comfortable interacting with AI agents:

• 39% are comfortable with AI agents scheduling appointments.
• 34% would prefer working with an AI agent to avoid repeating themselves.
• 24% are comfortable with AI agents shopping for them.
• 37% are comfortable with AI agents creating personalized content. ​

4. Workplace Productivity - Collaborations between humans and AI agents have led to a 60% increase in productivity per worker in marketing experiments, with higher-quality ad copy and improved click-through rates. ​

5. AI Agents in Financial Services - Between 2024 and 2028, financial services are projected to account for 20% of the global AI spending increase, which is expected to reach $632 billion. Within this sector:

• 69% of organizations use AI for data analytics.
• 57% for data processing.
• 47% for natural language processing.
• 46% for large language models.

Data sources: Business Insider, Salesforce, Arxiv, Economist Impact

AI Agents Statistics Across Different Industries

AI agents have already begun reshaping entire industries. 

From healthcare and retail to manufacturing and telecom, businesses worldwide are plugging AI agents into their workflows to handle everything from documentation and predictive maintenance to personalized shopping and customer support.

What’s interesting isn’t just that AI agents are being adopted - it’s also how each industry uses them differently. 

The stats below highlight the unique ways AI agents are driving impact across sectors and give you a clearer picture of where the real innovation is happening.

I’ll categorize them by industry for better navigation.

1. Healthcare

1. 90% of hospitals worldwide are expected to adopt AI agents by 2025, using them for predictive analytics and improved patient outcomes. ​
2. AI agents are automating 89% of clinical documentation tasks, significantly enhancing healthcare provider efficiency. ​

2. Retail

1. 69% of retailers leveraging AI agents report significant revenue growth due to personalized shopping experiences. ​

3. Manufacturing

1. In 2024, 77% of manufacturers adopted AI, up from 70% in 2023, with production, inventory management, and customer service applications. ​

2. AI-driven predictive maintenance has reduced downtime by 40% in manufacturing sectors, leading to substantial cost savings. ​

4. Financial Services

1. Financial institutions report a 38% increase in profitability by 2035, attributed to the integration of AI agents. ​
2. Between 2024 and 2028, financial services are projected to account for 20% of the global AI spending increase, emphasizing the sector's commitment to AI integration. ​

5. Sales

1. 35% of Chief Revenue Officers (CROs) are expected to establish centralized "GenAI Operations" teams by 2025, emphasizing the growing role of AI sales agents in essential operations. ​
2. Companies adopting agentic AI report an average revenue increase of 6% to 10%, showcasing AI's tangible impact on sales performance. ​

6. Marketing

1. 88% of marketers use AI agents in their daily roles, with 93% leveraging it to generate content faster and 90% for expedited decision-making. ​

2. 51% of marketers use AI tools, including AI agents, to optimize content, including email campaigns and search engine optimization, enhancing reach and engagement. ​

Data sources: allaboutai, Survey Monkey, Statista

AI Agents Performance Statistics: What Results Are People Getting?

So far, we’ve looked at where AI agents are being adopted and how they’re used across industries.

Now, let’s talk outcomes because adoption means nothing if it doesn’t translate into results.

In 2025, AI agents are helping businesses across industries work smarter. 

Companies are reporting real, measurable wins across the board: faster workflows, better customer experiences, higher sales performance, and stronger ROI.

Below, I’ve pulled some of the most compelling stats showing exactly what kind of impact AI agents are making today and why they’re quickly becoming a cornerstone of modern GTM strategy.

1. Sales Uplift at Verizon - Verizon reported a nearly 40% increase in sales after deploying a Google AI sales assistant to support its 28,000 customer service representatives. The AI tool streamlined call handling, allowing agents to focus more on sales activities. ​
2. Productivity Gains at ServiceNow - ServiceNow's integration of AI agents led to a 52% reduction in the time required to handle complex customer service cases, significantly enhancing operational efficiency. ​
3. ROI Expectations - A survey revealed that 62% of companies anticipate a full 100% or greater return on investment from their AI agent deployments, underscoring the technology's value proposition. ​
4. Task Completion Capabilities - Research indicates that the tasks AI agents can autonomously complete with a 50% success rate have been doubling in numbers approximately every seven months. This trend suggests that, within five years, AI agents could single-handedly handle many tasks that currently require human effort.
5. Marketing ROI - In 2025, 80% of marketers reported that AI tools exceeded their return on investment expectations, highlighting AI's significant impact on the effectiveness and efficiency of marketing strategies.

Data sources: Reuters, Business Insider, PagerDuty, Metr, Zendesk, Invoca

AI Agent Challenges & Limitations

As powerful as AI agents are, they’re not magic, and they’re certainly not flawless. 

While adoption is growing fast, many teams are still navigating challenges around implementation, reliability, and user trust.

Whether it’s hallucinated outputs, limited contextual understanding, or integration friction with existing systems, AI agents can still introduce complexity if not set up correctly. 

This section explores the most common limitations companies face today and why choosing the right agent (with the right guardrails) is critical for long-term success.

1.Security Vulnerabilities - 62% of practitioners and 53% of leadership identified security as a top challenge in developing and deploying AI agents. ​

2. Integration Complexities - Nearly 95% of IT leaders report integration as a hurdle to effective AI implementation. ​

3. Data Governance Issues - 49% of practitioners and 40% of leadership highlighted data governance as a significant concern in AI agent deployment. ​

4. User Trust and Adoption - A survey indicated that 76% of customers feel AI introduces new data security risks, affecting their willingness to engage with AI-driven services. ​

Data sources: Teleperformance, Architecture & Governance Magazine, ZDNet 

Next Steps: Ready to Put AI Agents to Work for You?

The numbers speak for themselves: AI agents aren’t a trend. 

They’re a shift in how modern teams get work done.

From marketing to sales to service, they’re reducing friction, scaling execution, and delivering real ROI.

However, not all AI agents are created equal.

At Warmly, we build AI agents that are purpose-built for GTM teams and capable of handling outreach, meeting scheduling, lead routing, data hygiene, and more. 

They’re fast to implement, safe to use, and tailored to how your team works.

If you’re ready to catch the wave of innovation and start seeing results, it’s time to see Warmly in action.

Book a demo today and discover how AI agents can accelerate your pipeline without adding more to your plate.

Read More

• 10 Best AI Sales Assistants in 2025 [Reviewed] - Discover the top AI-powered sales assistants revolutionizing how teams qualify, engage, and convert leads in 2025.
• 7 Factors To Consider When Buying An AI Sales Agent In 2025 - Before you invest in AI, here are the 7 things that actually matter when choosing a sales agent for your team.
• 10 Best AI SDR Agents to Win More Deals in 2025 - Explore the leading AI SDR tools that are helping reps book more meetings, faster, and without burning out.
• AI GTM: Top Use Cases, Software, & Examples [2025] - A deep dive into how AI is transforming go-to-market strategies, with real tools and use cases you can learn from.
• AI in Sales and Marketing: How to Get More Sales? - Learn how AI is reshaping the sales and marketing funnel, from targeting to closing, without more manual work.
• AI Marketing Strategy: Top Use Cases and Tools - Discover how leading teams are building smarter marketing strategies powered by AI-driven insights and automation.
• Best 10 AI Sales Agents In 2025 [Reviewed] - See which AI sales agents stand out in 2025, and how they’re delivering real pipeline impact across industries.
• 40 Key Lead Generation Statistics You Should Know in 2024 - The most important lead gen stats of the year to help you plan smarter campaigns backed by real data.

After years of bold claims and AI tool overload, sales and marketing teams are starting to wonder if agentic AI is actually delivering on its promises or just creating more noise.

From fully autonomous SDRs to real-time chat agents and intelligent AI-powered schedulers, the idea sounds futuristic until you realize it’s already here. 

But is it really helping teams close more deals or just giving them another dashboard to monitor?

In this article, I’ll be cutting through the hype. 

I’ll explore what AI agents can do in 2025, where they shine, where they fall short, and whether they’re worth your time (and budget). 

Let’s dive in!

How are AI agents revolutionizing the business world in 2025?

Today, AI agents aren’t just streamlining tasks.

They’re reshaping how teams work, sell, and scale. 

Unlike traditional automation tools that follow rigid scripts, AI agents can make decisions on their own, adapt to context in real-time, and act like autonomous teammates across departments.

This benefits all kinds of B2B teams:

1. Sales teams can offload repetitive outreach. 
2. Marketing teams delegate lead qualification.  
3. Customer success reps are getting real-time support with triaging inquiries. 

In short, AI agents are stepping in where human time is wasted, freeing people to do what actually moves the needle.

What makes AI agents really different is their autonomy.

They don’t just assist like a basic automation tool. They act. 

Whether it’s identifying warm leads, scheduling meetings, or even following up when someone goes quiet, these agents aren’t waiting for instructions. 

They’re doing the legwork so your team doesn’t have to.

As a result, you get everything from shorter sales cycles and faster response times to higher conversion rates. 

And it's not magic - it’s AI that finally understands the job it’s supposed to do.

What is Agentic AI, and is it really the next big thing?

In case you haven’t got the best grasp of what Agentic AI actually is, let’s quickly break that down.

Agentic AI is the evolution of AI from a “helpful tool” to an “independent operator.” 

Instead of needing constant input or rules, agentic AI systems can plan, decide, and execute tasks based on goals, not just instructions.

Think of it like this: 

Traditional AI is a calculator. Agentic AI is a virtual teammate who understands your objectives, monitors signals, and makes the next move on your behalf.

This shift matters because it brings us closer to true scalability. 

When your AI doesn’t just automate a task but handles entire workflows end-to-end - like an SDR that identifies warm leads, personalizes outreach, and books meetings for you - you’re no longer limited by headcount or bandwidth.

Is it the next big thing? 

That’s the key point.

For companies already using agentic systems in sales and marketing, it’s not next. It’s now.

Is 2025 going to be the year of AI agents?

All signs point to yes - but with a twist.

2025 is the year AI agents break out of the lab and into real-world revenue teams. 

The rise of affordable, customizable AI agents means even lean startups can tap into the kind of automation that used to require expensive enterprise stacks.

Platforms like Warmly are leading this charge, offering AI sales agents that don’t just automate outreach but instead own it. 

These agents engage with site visitors, follow up with high-intent leads, and drive conversion without needing human intervention every step of the way.

But here’s the thing: AI agents only deliver value when properly scoped, trained, and aligned with your go-to-market strategy. 

Otherwise, you’ll end up with a fancy, overpriced chatbot.

So yes, 2025 is most definitely the year of AI agents, but only for teams who know how to use them wisely.

What can AI agents do in 2025? 7 real-world use cases

From sales prospecting and lead nurturing to campaign execution and operations alignment, AI agents in 2025 are more than just assistants.

Instead, they're strategic operators built to own outcomes. 

Let’s break down what they’re doing in the wild today.

1. AI SDRs: Prospect, personalize, and book meetings at scale

AI-powered SDRs are doing what manual prospecting never could - operating 24/7, qualifying leads in real time, and personalizing outreach at scale. 

These agents do more than just automate sequences.

They actively monitor for buying signals, adapt messaging based on behavior, and book meetings the moment intent is high.

So, instead of waiting for a rep to scan LinkedIn or comb through a database, AI SDRs do the heavy lifting up front. 

They source leads based on your ICP, enrich profiles with real-time data, and know when it’s the right time to reach out. 

Once a lead engages, the AI shifts from passive messaging to active conversion, often without ever needing a human in the loop (until it’s time to close).

The best part? The new generation of AI SDRs can switch tones, rewrite follow-ups, and even decide when to stop engaging based on a lead’s response or lack thereof.

Take Warmly’s AI SDR agent, for example.

It doesn’t just fire off messages. 

It listens for intent signals across your website, LinkedIn, and other data sources. 

When it spots someone who fits your ICP and is showing interest, it immediately initiates personalized outreach tailored to that prospect’s industry, behavior, and buying stage.

It knows who they are, what pages they’re viewing, and whether they’ve engaged with your brand before. 

It can answer questions, qualify leads, and even offer to book time with a human rep. 

This means you don’t have to set up sequences manually or babysit inboxes. 

Warmly’s AI SDR identifies the right accounts, picks the right contacts, engages at the right moment, and knows when to hand off to a human. 

Think of it as your outbound engine that never sleeps but always knows when to stop pushing and start converting.

2. AI Marketing Ops: Automate the backend of every campaign

The next major use case is - you’ve guessed it - marketing.

AI agents in marketing operations are quietly becoming the backbone of fast-moving teams. 

Instead of relying on scattered tools and overburdened marketers to manage dozens of backend tasks, AI agents now handle the messy middle - such as campaign setup, testing, data syncing, and reporting - without wasting time or risking human error.

Today’s AI Marketing Ops agents can spin up landing pages, configure automations, manage attribution flows, and even optimize budget allocation on the fly. 

They're built to think like a RevOps or marketing manager, only faster and tireless. 

These agents work across platforms and tools, keeping everything connected and running without waiting on someone to update a spreadsheet or click “send.”

This kind of backend muscle work frees marketers to focus on creative strategy and messaging while the AI ensures execution is smooth, synced, and scalable.

Warmly’s AI Marketing Ops agent takes that to the next level.

It doesn’t just automate busywork - it powers your entire marketing backend with real-time intelligence. 

Instead of relying on static ICPs and generic workflows, Warmly uses AI to analyze your customer data and uncover patterns that define who’s actually a good fit. 

Then, it monitors live signals - like website behavior, third-party intent, and enrichment data - to identify when those high-fit accounts are heating up.

From there, the agent triggers the right follow-up plays. 

That could mean updating your CRM, alerting the sales team in Slack, or routing leads into tailored nurture sequences. 

It acts as your behind-the-scenes marketing operator, constantly syncing systems, surfacing buyer intent, and making sure your best leads don’t fall through the cracks.

The result? Faster reaction times, cleaner handoffs, and way more efficiency without scaling your team.

3. AI Demand Gen: Turn intent into pipeline (without delay)

One of the biggest challenges in B2B marketing today isn’t generating traffic.

It’s actually efficiently converting that traffic before it disappears. 

And AI agents built for demand generation are designed to close that gap. 

They don’t wait around for forms to be filled out - they identify who’s showing intent in real time and jump into action.

These agents monitor on-site behavior, third-party signals, and CRM activity to spot leads who are heating up. 

Once they identify high-intent leads, AI Demand Gen agents can automatically trigger personalized outreach, display tailored offers, or initiate targeted ad campaigns, ensuring timely and relevant engagement.

This proactive approach means that instead of expecting prospects to respond to generic campaigns, businesses can now interact with high-intent leads at the moment they're most receptive, significantly increasing the chances of conversion.

Warmly's AI Demand Gen agent is a living example of this modern approach. 

It continuously tracks both onsite and offsite signals to create highly specific lead segments. 

These segments then automatically sync with your advertising platforms, enabling hyper-targeted ad campaigns that reach the right audience at the right time.

But there’s more.

Beyond advertising, Warmly's AI orchestrates personalized follow-up workflows based on each lead's level of intent and preferred communication channel. 

It can also trigger Warm Offers - smart, personalized offers that are shown directly on your website based on a visitor’s traffic source, persona, or behavior. 

Whether it’s a limited-time discount for pricing page visitors or a tailored case study for enterprise prospects, these dynamic offers are designed to convert interest into action while the lead is still warm.

This way, the AI agent ensures that every prospect receives a personalized experience that aligns with their buying journey, increasing your chances of getting more conversions.

4. AI Copilot: Support reps mid-deal with real-time insights

Closing a deal is rarely a one-and-done task. 

There are follow-ups to send, decision-makers to re-engage, and timing to get just right. 

That’s where AI Sales co-pilot agents come in. 

These agents are built to sit alongside reps, not as a replacement but as a smart AI sales assistant that helps navigate every step of the deal cycle.

AI Copilots analyze buyer signals in real time, recommend next-best actions, and surface insights that would otherwise get buried in CRMs or forgotten in email threads. 

They remind reps when it’s the perfect time to follow up, suggest content based on previous interactions, and even track stakeholder behavior to flag when deals are at risk of stalling.

In short, they make every rep more proactive, better informed, and way less reliant on guesswork.

Warmly’s AI Copilot takes this even further.

It actively monitors pipeline activity and engagement data across your deals. 

If a buyer goes quiet after a promising call, the Copilot flags it. 

If a stakeholder at the account suddenly revisits your pricing page, it alerts your rep and recommends a follow-up with the right context and tone.

But it’s not just a notification engine - it has an execution layer, too. 

Warmly’s Copilot can help craft smart follow-up messages, suggest meeting times, and even surface relevant case studies or one-pagers based on the industry or deal stage.

It’s like giving your team a deal strategist who’s always watching, constantly analyzing, and always ready with the next move without needing to be asked.

5. AI for Customer Success: Handle triage, renewals, and upsell signals

AI isn’t just helping bring customers in.

In fact, it’s playing a major role in keeping them around. 

AI agents designed for customer success are proactively managing post-sale engagement, ensuring no account slips through the cracks.

These agents operate like hyper-aware success managers. 

They continuously monitor product usage, support tickets, account activity, and customer sentiment to detect early signs of churn or upsell potential. 

Based on this data, they can kick off timely check-ins, escalate issues, or surface new value to help customers get more out of your product.

And it’s not just about retention. 

These agents also assist with onboarding workflows, flag stuck or inactive customers, and even help schedule renewal conversations before it’s too late. 

In a world where CS teams are stretched thin, AI agents provide that crucial layer of always-on support and visibility.

Here are some of the things that a modern AI customer success agent can do for you:

• Onboarding automation - Guides new users through product adoption with dynamic, personalized flows based on role, usage, and behavior.
• Risk detection - Alerts CSMs when an account starts showing signs of disengagement, such as decreased logins or missed success milestones.
• Renewal prompts - Automatically initiates outreach when a renewal window is approaching, complete with usage stats and tailored value messaging.
• Upsell alerts - Spots when users hit usage limits or show buying signals (like frequent feature searches), then suggest targeted upsell campaigns.

6. AI Scheduling Agents: Book meetings without the back-and-forth

If there’s one task that wastes more time than it should, it’s scheduling.

Between missed emails, timezone confusion, and endless rescheduling, simply finding a time to meet can drag down momentum in even the hottest deal.

AI scheduling agents in 2025 are solving that problem by making meeting coordination frictionless, intelligent, and fully autonomous. 

These agents don’t just sync calendars or share booking links. 

They actually understand context: who the meeting is for, what the intent is, and how urgent it might be.

When a lead replies to outreach or fills out a demo form, the scheduling agent jumps in instantly. 

It checks internal availability, considers time zones, accounts for round-robin rules, and proposes times in a way that feels personalized and human - not robotic or spammy. 

Once the prospect confirms, it handles confirmation emails, calendar invites, rescheduling links, and even meeting room booking if needed.

Some next-gen agents also integrate with CRM tools, ensuring meetings are auto-logged and follow-ups are queued up for the rep before the call even happens.

Here’s what the best AI scheduling agents can do today:

• Instant handoffs - As soon as a prospect engages, the agent takes over scheduling, meaning there’s no need for human back-and-forth.
• Context-aware timing - It prioritizes certain meetings (e.g., high-intent prospects, late-stage deals) and slots them in sooner.
• Multi-party coordination - For deals involving multiple stakeholders, it can handle group scheduling logic in one flow.
• CRM and tool sync - Booked meetings auto-update in HubSpot, Salesforce, or wherever you’re tracking pipeline.

As a result, your reps will have more time to invest in actual conversations instead of wasting their efforts on calendar threads.

7. AI Content Assistants: Launch entire campaigns in a few prompts

Nowadays, marketing teams are expected to move at breakneck speed. 

But campaign execution still tends to slow everything down. 

Between creating copy, aligning messaging, building workflows, setting up tools, and analyzing performance, even a “simple” campaign can take weeks to launch

Enter AI campaign assistants: purpose-built agents that can turn strategy into execution in record time.

These agents don’t just generate ideas - they also bring them to life. 

You give them a goal (“run a nurture campaign for product-qualified leads” or “launch a re-engagement sequence for cold pipeline”), and they handle the execution:

1. Writing emails.
2. Segmenting audience.
3. Tagging leads.
4. Selecting CTAs.
5. Configuring automations behind the scenes, etc.

They’re essentially your full-stack marketing assistant - copywriter, automation specialist, and analyst rolled into one. 

And because they learn from campaign data over time, they continuously improve targeting, subject lines, cadence timing, and more.

Here’s what AI campaign assistants are capable of today:

• Content generation - Instantly drafts entire sequences, ads, and landing pages tailored to your audience and objective.
• Audience targeting - Creates auto-segments based on CRM data, behavior triggers, or firmographics.
• Cross-channel setup - Coordinates multi-touch campaigns across email, LinkedIn, ads, and chat, all fully synced.
• Performance monitoring - Tracks opens, clicks, conversions, and drop-off points, then adjusts the next steps in real-time.

Some AI agents even let you launch campaigns from a Slack or Notion-style interface.

All it takes is to type in your intent and let the agent handle the rest.

What used to take five tools, three team members, and two weeks now takes one prompt and a few minutes.

For lean teams or high-growth start-ups, that kind of acceleration isn’t just helpful - it’s a game-changer.

The current limitations of AI agents: 5 things they can’t do (yet)

Although AI agents in 2025 are powerful, they’re not magic. 

For all the hype around autonomy and scalability, there are still some areas where they fall short or where human judgment still leads the way. 

So, if you’re planning to bring agents into your workflow, it’s just as important to know what they can’t do as what they can.

Here are five key things AI agents still struggle with today:

1. They don’t always understand nuance

AI agents are great at executing instructions and responding to patterns, but subtle context can still trip them up. 

There are gray areas that require human intuition, such as navigating internal politics at an enterprise account or picking up on emotional cues in a message thread.

Sure, they can approximate tone and intent, but they don’t “get it” like your best reps do. Yet.

2. They need good inputs to generate good outputs

The old rule of “garbage in, garbage out” still applies. 

If your data is messy, outdated, or inconsistent across platforms, even the smartest AI agent will make poor decisions or trigger misaligned workflows.

Agents are only as good as the signals they’re fed.

So, if your CRM hygiene is questionable, don’t expect AI to magically clean up the mess for you.

3. They’re not always aligned with your business logic

Out of the box, many AI agents come with default rules or workflows that don’t fully reflect your team’s processes. 

You might need to spend time training them, adjusting how they interpret data, or teaching them when not to act.

It’s important to understand that AI agents can only scale your strategy if they truly understand it. 

Otherwise, you risk pushing the wrong message to the wrong person at the wrong time.

4. They can’t build relationships (at least not deep ones)

AI agents can start conversations. 

They can even nurture leads for a while. 

But they’re not closing high-ticket deals or handling sensitive renewal conversations on their own.

When deals get emotional, political, or complex, human connection still matters. AI can open the door, but it can’t replace trust.

5. They still require oversight

Autonomous doesn’t mean unsupervised. 

Even the best AI agents need periodic checks, especially in the early days. 

You’ll want to monitor their performance, adjust their behavior, and ensure they stay on brand and strategy.

Think of AI agents less like plug-and-play tools and more like junior team members: They can do great work but still need guidance.

How affordable are AI agents in the sense of getting a good ROI?

This is another question that bothers many potential AI users:

Will I have to pay an arm and a leg to get it, and is it even worth it?

I’ve actually got some excellent news for you.

One of the biggest shifts we’re seeing in 2025 isn’t just how powerful AI agents are.

It’s also how accessible they’ve become.

Just a year or two ago, running agentic AI felt like something only enterprise teams with massive budgets could pull off. But now? 

The cost has dropped, the tech has matured, and more platforms (like Warmly) are offering plug-and-play agents that don’t require a full-time engineer to manage.

That’s where ROI really starts to show.

When you compare the cost of an AI agent to a full-time employee - or even the hours your current team spends on repetitive tasks - the math starts working quickly in your favor. 

AI SDRs that generate qualified meetings while your team sleeps, marketing ops agents that eliminate bottlenecks, and demand gen agents that boost ad efficiency aren’t just time-savers. They’re revenue accelerators.

Of course, the return depends on how well the agent fits your workflow. 

If it replaces busywork and amplifies your team’s best efforts, you’ll likely see ROI fast. 

If it creates more overhead or misfires due to a bad setup, that’s where the value drops.

However, when implemented smartly, AI agents offer one of the best cost-to-impact ratios on the market, especially for lean, fast-moving B2B teams.

To provide a clearer picture of the affordability and ROI potential of AI agents in 2025, here are some pricing benchmarks for leading platforms:

1. Warmly: Offers budget-friendly packages starting at $19,000/year. This means that you’ll pay approximately $1,500/month for an SDR that never sleeps.
2. Regie.ai: Pricing starts at $35,000/year, meaning you’ll pay a little under $3,000/mo for a powerful AI agent that can handle various parts of the sales process for you.
3. Agent.so: Provides affordable plans starting at $19/month, with an annual bonus of 2 free months and instant AI Shards Drop, making it suitable for freelancers, consultants, start-ups, and medium organizations looking to leverage AI agents.​

Next, let’s look at a real-life example of a team driving real revenue by implementing AI agents in their workflows.

Real-world case study of successful AI agents implementation

Connecteam, a fast-growing workforce management platform, faced a common bottleneck before adopting AI - their outbound wasn’t scaling. 

Their lean sales team was stretched thin, spending too much time manually researching leads, writing cold emails, and managing follow-ups, only to see inconsistent results. 

They had a strong product and solid ICP, but not the bandwidth to efficiently reach and convert enough leads.

To solve this, they partnered with 11x to deploy an AI SDR agent trained on their messaging, personas, and ICP. 

11x worked closely to understand Connecteam’s GTM motions across industries like retail, healthcare, and construction and then tailored Julian, its AI SDR, to align with those specific workflows and product updates.

Julian wasn’t just another automation layer. 

He became the first AI phone rep fully integrated into Connecteam’s outreach engine, handling personalized outbound calls, scheduling meetings, and fielding over 120,000 monthly calls. 

Most importantly, he focused on previously unreachable prospects, including close-lost opportunities that the human SDR team simply didn’t have time to pursue.

But the impact went beyond scale. 

Julian introduced a new level of hyper-personalized, intent-driven engagement by reacting to real buying signals and delivering dynamic messaging tailored to each persona and vertical. 

All while keeping human reps focused on what they do best: closing

The results?

• $450K+ saved annually in SDR headcount.
• 73% decrease in no-shows thanks to timely, consistent follow-ups.
• 20 meetings booked weekly with a ~40% conversion rate.
• $30K+ increase in monthly revenue per SDR without hiring new staff.

And here’s where it gets even more relevant: Warmly now integrates directly with 11x’s AI SDR agent.

By combining Warmly’s real-time buying intent signals - such as website visits, ICP match, and behavioral triggers - with 11x’s autonomous outbound engine, the AI SDR knows exactly who to contact and when.

Instead of cold outreach, it focuses on high-fit prospects already showing interest, delivering better results with far less waste.

It’s outbound prospecting reimagined:

Fully automated, incredibly targeted, and ready to scale from day one.

Next steps: Unlock real ROI with AI agents 

So, are AI agents worth it in 2025?

If you’ve made it this far, you’ve probably already seen the answer - yes, but only if you implement them wisely.

AI agents aren’t just the next trend.

They’re becoming core teammates across sales, marketing, and success. 

But like any tool, they only deliver real ROI when paired with a clear strategy, solid data, and the right use cases. That’s where most teams either win big or get overwhelmed.

The good news? You don’t have to figure it out alone.

Platforms like Warmly make it easy to get started with AI agents that cover all the essentials, from AI SDRs that book meetings on autopilot to Demand Gen agents that turn site traffic into pipeline. 

And with real-time buying signals baked in, Warmly helps you skip the cold starts and focus only on the leads that matter.

Ready to stop chasing and start converting?

Book a demo with Warmly to see what smart, agentic AI can do for your GTM motion.

Read More

• 10 Best AI Sales Assistants in 2025 [Reviewed] - Find the best AI-powered sales assistant for your use case in this in-depth guide.
• 7 Factors To Consider When Buying An AI Sales Agent In 2025 - Learn what to look for when evaluating AI sales agents, from integration and autonomy to ROI and real-world fit.
• 10 Best AI SDR Agents to Win More Deals in 2025 - Discover the top AI SDR tools built to automate prospecting, personalize outreach, and book more meetings at scale.
• AI for Sales Prospecting: How to Use It? [2025] - Explore how AI can supercharge your prospecting workflow, from lead scoring and targeting to smart outreach and follow-ups.
• AI Marketing Agents: Use Cases and Top Tools for 2025 - See how marketing teams are using AI agents to plan, launch, and optimize campaigns faster and smarter.
• Best 10 AI Sales Agents In 2025 [Reviewed] - Compare the top AI sales agents on the market and find the right fit to accelerate your pipeline and reduce rep workload.
• AI for Sales: Best Tools & Tips [2025] - A practical guide to the best AI tools and strategies modern sales teams are using to scale results without scaling headcount.

Most reps don’t lose deals because they lack talent. 

They lose them because they’re stuck with tedious tasks, occupied with chasing the wrong leads, or simply too late to the conversation. 

Meanwhile, your hottest prospects are raising their hands with no one there to answer.

That’s precisely what AI sales assistants are built for.

These tools aren’t just chatbots or automation scripts. 

The best ones think, act, and adapt like a real teammate, handling qualification, outreach, meeting booking, and even CRM updates in the background while your team focuses on selling.

In this article, I’ll break down the 10 best AI sales assistants available in 2025, explaining:

• What they do.
• Who they’re best for.
• How to pick the one that actually fits your sales strategy. 

Let's dive in!

How to Pick the Right AI Sales Assistant for Your Team

Choosing the right AI sales assistant isn’t about going with the most hyped-up tool.

It’s about finding one that aligns with how your team actually sells and makes their lives easier.  

Here are some of the things you should look for:

1. Match the Tool to Your Sales Strategy

Start by thinking about your core sales strategy. 

If you’re an inbound-heavy team, you’ll benefit from tools that can instantly identify and engage high-intent website visitors.

But if outbound is your primary strategy, you’ll need a platform that supports prospecting workflows, such as personalized email sequences, lead scoring, and follow-up automation. 

For hybrid teams, the key is flexibility - look for assistants that can work across the whole funnel without forcing a rigid process.

2. Decide Between SDR Replacement vs. SDR Support

Not all AI sales assistants are trying to do the same thing. 

Some are built to completely take over early-stage SDR tasks like lead qualification and meeting scheduling. 

Others are designed to assist live reps by speeding up research, writing, or task management.

Are you trying to scale your team without hiring more people? 

A full-service assistant might be the right fit in that case. 

But if you’re looking to help your reps spend less time on admin and more time selling, a support-focused tool could be the better choice.

3. Check Integrations and Workflow Fit

It doesn’t matter how smart a tool is if it doesn’t play nicely with the rest of your tech stack. 

At the very least, ensure it integrates with your CRM, email, and calendar tools. 

Some assistants also connect with Slack to notify reps when leads take action or book meetings - a small thing that can make a big difference in speed-to-lead.

It's also important to consider how well the assistant fits into your current workflow. 

If it requires a complete overhaul just to get started, that’s a red flag.

4. Look for True Intelligence, Not Just Automation

The best AI sales assistants go beyond simple triggers or keyword-based replies. 

They understand context, learn from interactions, and adapt over time. 

You want a tool that can qualify leads based on actual behavior, personalize communication based on buyer signals, and surface the right opportunities at the right time.

If a tool feels like a glorified chatbot or autoresponder, keep looking.

5. Don’t Underestimate Usability

Functionality is important, but usability is what makes or breaks adoption. 

The best tools are simple enough for reps to start using right away and intuitive enough that they actually want to use them.

If a platform takes weeks to implement or requires constant hand-holding, it’s going to slow your team down. 

Look for clean interfaces, fast onboarding, and a user experience that supports the selling process.

What Are the Best AI Sales Assistants in 2025?

1. Warmly: Intent-based outbound and AI copilot support in one platform.
2. ZoomInfo Copilot: AI-driven lead discovery, scoring, and automated outreach at scale.
3. Lavender: AI-powered email assistant for better open and reply rates.
4. Outplay: AI lead engagement across multichannel sequences.
5. Clay: Granular account research and lead enrichment.
6. Reply.io: Multichannel outreach platform with smart automation.
7. Humantic AI: Personality-based selling assistant for more tailored messaging.
8. Clari Copilot: Real-time AI support during sales calls and live rep conversations.
9. Kalendar AI: Autonomous AI sales agent that books meetings directly with decision-makers.
10. Alta: AI agents that automate prospecting, outreach, and meeting scheduling across your sales stack.

1. Warmly

Best for: Real-time website visitor engagement, outbound automation, and AI-powered sales support.

Who is it for: B2B sales and marketing teams aiming to efficiently identify and engage high-intent leads.

Warmly is a signal-based revenue orchestration platform that empowers B2B teams to detect high-intent website visitors and engage them promptly. 

Warmly combines AI-driven insights with automated outreach capabilities to ensure that sales teams can connect with potential customers at the optimal moment, boosting conversion rates and streamlining the sales process.​

How Does Warmly's AI Sales Assistant Work?

Warmly has two types of AI Sales Assistants - AI SDR and AI Copilots.

The AI Sales Assistant continuously monitors website traffic to identify visitors who show buying intent. 

The Agent detects intent by pulling and analyzing various data, such as firmographics, contact details, and behavioral insights like pages visited, time spent on-site, interactions with competitors’ content, etc.​

Once a visitor is identified as high-intent, Warmly's AI SDR initiates personalized outreach through email, LinkedIn, or chat, ensuring the messaging is perfectly tailored to the visitor's behavior and profile. 

Moreover, the AI SDR also takes care of follow-ups, making sure that quality leads are nurtured and guided down your sales funnel.

At the same time, Warmly’s AI Copilots assist sales reps by:

1. Looping in human reps when it comes to interactions with the warmest leads.
2. Providing real-time insights and recommendations, ensuring that your reps reach out to the highest-value leads at the best time and that they say the right thing to convert them.

The platform's AI SDRs also engage visitors in real-time via an AI-powered chatbot that can answer queries, qualify leads, and book meetings. 

Finally, Warmly offers instant video call capabilities for leads that require immediate attention, allowing reps to connect face-to-face with prospects directly from the website.​

Other Key Features

• Website visitor identification.
• Automated multichannel outreach with dynamic triggers.
• Live video calls enable immediate face-to-face connections with high-intent leads directly from the website.
• AI Chat for live lead engagement on your website.
• AI-powered recommendations and suggestions on further actions (who to reach out to, when, and how).
• AI Warm Offers to personalize your pitch based on the buyer.
• CRM integration and Slack alerts for seamless lead routing.

Pricing

Warmly offers a free forever plan that allows you to reveal up to 500 monthly visitors, set up ICP filters to quickly identify high-quality leads, and automate basic lead routing.

If you need more, there are three tiers to choose from:

1. Data Only: Starts at $499/mo when billed monthly or $4,000 when billed annually, lets you identify up to 5,000 monthly visitors, first-party intent signals, alerts, and access to Warmly’s B2B prospecting database.
2. Business: Starts at $19,000/year for up to 10,000 visitors or $45,000/year for up to 75,000 visitors, everything in Data Only, plus third and second-party signals, sales orchestration, AI Chat, and lead routing.
3. Enterprise: Custom pricing, custom number of visitors, everything in Business, plus custom signals and warm calling.

Pros & Cons

✅ Real-time identification and engagement of high-intent website visitors.​

✅ Comprehensive AI tools that automate and enhance the sales process.​

✅ Seamless integration with popular CRM platforms.​

✅ User-friendly interface with robust customer support.

✅ Live on-site lead engagement.

✅ Highly customizable and trainable AI.

❌ Access to Warmly’s AI sales assistants is available only on its paid plans.

2. ZoomInfo Copilot

Best for: AI-driven prospecting and real-time sales intelligence.

Who is it for: Mid-to-large B2B sales teams seeking to automate research and engage high-intent leads​.

ZoomInfo Copilot is an AI-powered sales assistant that integrates with ZoomInfo's extensive B2B database to provide real-time insights and automate prospecting tasks. 

It helps sales teams identify high-value prospects, understand buying signals, and engage decision-makers with personalized outreach.​

How Does ZoomInfo Copilot Work?

ZoomInfo Copilot leverages artificial intelligence to streamline sales by automating research and providing actionable insights. 

It monitors various data points, such as leadership changes, funding rounds, and buyer intent signals, to surface timely opportunities. 

The platform offers features like account summaries, buying group identification, and AI-generated email suggestions, enabling sales reps to focus on high-priority leads and engage them effectively. 

Key Features

• AI-powered prospecting - Identifies high-value leads based on real-time data and buying signals and suggests further actions.
• Account summaries - Provides comprehensive overviews of target accounts, including key contacts and recent activities.​
• Real-time alerts - The Copilot notifies sales teams of critical events, such as leadership changes or funding rounds, helping them engage prospects at the right moment.​

Pricing

ZoomInfo opted against publishing the exact prices for its packages.

According to its website, ZoomInfo has three plans - for Sales, Talent, and Marketing teams - all of which have custom pricing and lock you into annual contracts.

These packages differ primarily in the integrations and features they include, as each is designed for a specific user type.

You'll have to contact ZoomInfo's team if you want more detailed information, including a custom quote.

Pros & Cons

✅ Streamlines prospecting by automating research and providing actionable insights.​

✅ Integrates seamlessly with existing sales tools, enhancing workflow efficiency.​

❌ Very expensive.

3. Lavender

Best for: Real-time email coaching and personalization to boost reply rates.

Who is it for: Sales reps, SDRs, and teams aiming to enhance cold email effectiveness and efficiency.

Lavender is an AI-powered email assistant designed to help sales professionals craft more effective outreach emails. 

Lavender enables users to write emails that resonate with prospects and increase response rates by providing real-time feedback on clarity, tone, and personalization. 

Its seamless integration with popular email platforms ensures a smooth workflow for sales teams.​

How Does Lavender's AI Sales Assistant Work?

Lavender functions as a browser extension that integrates directly into your email client, such as Gmail or Outlook. 

As you compose an email, Lavender's AI analyzes it in real time, offering suggestions to improve readability, tone, and personalization. 

It provides an email score based on factors like length, complexity, and engagement potential, guiding users to optimize their messages for better outcomes. 

Additionally, Lavender offers a personalization assistant that pulls relevant information from sources like LinkedIn to help tailor your outreach. 

Key Features

• Real-time email coaching - Provides instant feedback on email content to improve clarity, tone, and effectiveness.​
• Personalization assistant - Offers insights and suggestions to tailor emails based on prospect data.​
• Mobile optimization - Ensures emails are formatted for optimal readability on mobile devices.​

Pricing

Lavender has a free forever plan built for the most basic users.

It lets you analyze and personalize up to 5 emails per month and provides access to its essential features.

If you need more, there are three paid plans to choose from:

1. Starter: $29/mo, includes unlimited email personalization and generating in addition to AI email writer, mobile optimization, etc.
2. Individual Pro: $49/mo, everything in Starter, plus dedicated support and more native integrations.
3. Team Plan: $99/user/mo, includes aggregated email analytics, accelerated dynamic scoring, content studio access, and more.

Pros & Cons

✅ Intuitive interface.

✅ Seamless integration with major email platforms, allowing for easy adoption.​

❌ Prone to glitches.

4. Outplay

Best for: Multichannel sales outreach and AI-assisted email personalization.

Who is it for: SMBs and mid-market sales teams seeking to scale outbound efforts with automation and AI support​.

Outplay is an AI-powered sales engagement platform designed to streamline and automate multichannel outreach. 

It enables sales teams to connect with prospects across email, phone, SMS, LinkedIn, and Twitter, all from a single interface. 

With AI-driven tools like the AI Email Writer and Conversation Intelligence, Outplay assists in crafting personalized messages and analyzing sales interactions to enhance performance. 

How Does Outplay's AI Sales Assistant Work?

Outplay's AI Sales Assistant leverages generative AI to enhance various aspects of the sales process. 

The AI Email Writer, powered by ChatGPT, allows users to generate personalized outreach emails quickly, saving time and ensuring consistency. 

The Email Assistant provides real-time feedback on email content, scoring messages based on factors like tone and clarity and suggesting improvements to increase engagement.​

Outplay's AI-powered Objecting Handling feature also helps you identify key objections and convert them into opportunities with real-time Flashcards that suggest compelling, data-backed responses.

Key Features

• AI email writer - Generates personalized outreach emails using ChatGPT, streamlining the email creation process.​
• Conversation intelligence - Records and analyzes sales calls to extract actionable insights and improve rep performance.​
• Multichannel outreach - Drives communication with prospects across various channels, including email, phone, SMS, LinkedIn, and Twitter.​

Pricing

Outplay has four pricing tiers:

1. Starter: Starting at $49/mo for 5000 active prospects and can go up to $159/mo for 50000 prospects.
2. Growth: $99, everything in Starter, plus unlimited prospects and access to more features
3. Growth Plus: $159/mo, everything in Growth plus more advanced security and team management features.
4. Sales Agency: $224/mo, has agency-designated functionality.

Pros & Cons

✅ User-friendly interface.

✅ Seamless CRM integrations.​

❌ Steep learning curve, especially when it comes to setting up automated outreach.

5. Clay

Best for: AI-driven lead research, data enrichment, and personalized outreach at scale.

Who is it for: Sales and growth teams seeking to automate prospecting and outreach with advanced AI capabilities​.

Clay is a sales intelligence platform that streamlines lead generation and outreach by integrating data from over 100 sources. 

Its AI-powered tools, including the research agent Claygent, enable teams to automate data collection, enrich prospect information, and craft personalized messages, all within a user-friendly spreadsheet interface.​

How Does Clay's AI Sales Assistant Work?

Clay's AI assistant, Claygent, is an intelligent web scraper and researcher. 

It automates the process of gathering and synthesizing information from various online sources, including company websites, social media profiles, and news articles. 

Users can input specific prompts, and Claygent will retrieve relevant data points, such as recent funding rounds, job postings, or technology stacks. 

This information is then organized within Clay's interface, allowing for efficient analysis and outreach.​

Key Features

• Conversational AI-powered research agent - Automates web research to gather detailed prospect information based on user-defined natural language prompts.​
• Waterfall enrichment - Sources data from multiple providers to enrich lead profiles comprehensively.​
• Personalized outreach - Uses enriched data to craft and send customized messages at scale.​

Pricing 

Clay has a free forever plan that provides 100 monthly search credits and limited access to its features.

If you need more credits and features, you can choose from 4 pricing tiers:

• Starter: Starting at $149/mo
• Explorer: Starting at $349/mo
• Pro: Starting at $800/mo
• Enterprise: Custom pricing

Pros & Cons

✅ Consolidates data from numerous sources, reducing the need for multiple tools.​

✅ Highly customizable, allowing users to tailor workflows to specific needs.​

❌ Its credit-based pricing system can get pretty expensive very quickly.

6. Reply.io

Best for: Multichannel outreach with AI-powered email personalization.

Who is it for: Sales teams and agencies aiming to automate outreach across email, LinkedIn, SMS, and calls​.

Reply.io is a comprehensive sales engagement platform designed to streamline outbound communication. 

It enables sales teams to connect with prospects through various channels, including email, LinkedIn, SMS, and calls. 

How Does Reply.io's AI Sales Assistant Work?

At the core of Reply.io's AI capabilities is Jason AI, an intelligent assistant that automates and enhances the sales outreach process. 

Jason AI can generate personalized email sequences based on user-defined prompts or summaries, ensuring that each message resonates with the target audience. 

Jason AI can also automate LinkedIn outreach by sending connection requests and messages, scheduling calls, and even handling SMS communications. 

Additionally, the assistant provides real-time feedback on email quality, suggesting improvements to increase engagement rates. 

Key Features

• Personalized outreach - Automates the creation of personalized, multichannel outreach sequences and follow-ups.​
• Prospecting - Identifies prospects with high intent by tracking their engagement with your content or job posts.
• Reply handling - Instantly crafts personalized, contextual replies to leads’ emails.

Pricing

Reply.io has three pricing packages when it comes to its AI SDRs:

1. AI SDR Starter: Starts from $500/mo for 500 active contacts and can go up to $1500 for 3000 active contacts, includes AI personalization, multichannel automation, etc.
2. AI SDR Growth: Starts from $2500/mo for 5000 contacts and goes up to $5000 for 10000 contacts, includes everything in Starter, plus custom playbooks and a dedicated Slack channel.
3. AI SDR Enterprise: Starts from $15000 for 25000 contacts and can go up to $25000 for 50000 contacts, includes everything in Growth, plus custom prompt engineering.

Pros & Cons

✅ Solid personalization features.

✅ Clean and user-friendly interface.​

❌ Issues with analytics and reports.

7. Humantic AI

Best for: Personalizing outreach through getting a deep understanding of buyer personalities.​

Who is it for: Sales professionals and teams seeking to enhance engagement through personality-driven insights.​

Humantic AI is a buyer intelligence platform that uses AI to provide deep insights into potential customers' personalities. 

It helps sales professionals tailor their communication strategies to individual buyer preferences by analyzing publicly available data.​

How Does Humantic AI's Sales Assistant Work?

Humantic AI collects and analyzes data from various online sources, such as LinkedIn profiles and other publicly accessible information. 

It employs advanced AI algorithms to predict personality traits based on established psychological frameworks like DISC and the Big Five. 

These insights are then presented to sales professionals, offering guidance on how to approach, communicate, and build rapport with each prospect.​

For instance, if Humantic AI identifies a prospect as detail-oriented and analytical, it may suggest providing comprehensive data and structured information during interactions. 

Conversely, for a prospect characterized as a big-picture thinker, the recommendation might be to focus on overarching benefits and strategic outcomes.​

Key Features

• Personality insights - Uses AI to predict prospect personalities based on DISC and Big Five models.​
• Seamless Integrations - Connects with tools like Salesforce, Outreach, and LinkedIn for streamlined workflows.​
• 1-Click Personalization - Offers quick personalization of emails and messages tailored to the recipient's personality.​

Pricing

Humantic AI has two different sets of pricing plans for individuals and organizations.

If you’re a solo user, you can pick from three plans:

1. Pro: $40/month, includes 500 prospect profiles/month, Chrome Extension, personality overview, qualifying and prospecting tips, etc. (this plan is annual only).
2. Expert: $50/month, includes unlimited prospects, everything in Pro, plus 1-click personalization, sales dashboard, etc.
3. Owner: $75/month, everything in Expert, plus 200 profile enrichments/month, account level information, etc.

When it comes to plans for organizations, there are also three plans:

1. Startup: $275/month, includes 5-20 users, DISC & Big Five profiles, 1-click personalization, etc.
2. Growth: $1050/month, minimum 10 users, everything in Startup, plus personalized cadences and advanced CRM enrichments.
3. Enterprise: Custom price, minimum 20 users, everything in Growth, plus API access, enhanced lead scoring, etc.

Pros & Cons

✅ Lets you tailor your outreach strategies based on personality analysis.​

✅ AI writing assistance helps rephrase emails or LinkedIn messages in a way that resonates with leads based on their personality tendencies.

❌ The accuracy of personality predictions depends on the availability and quality of public data.

8. Clari Copilot

Best for: AI-powered conversation intelligence and real-time sales coaching.

Who is it for: Enterprise B2B sales teams aiming to enhance deal execution and coaching through advanced conversation analytics​.

Clari Copilot, part of the Clari revenue platform, is a conversation intelligence platform that automatically records, transcribes, and analyzes sales calls to provide actionable insights. 

It assists sales teams in improving performance, forecasting accuracy, and coaching effectiveness by leveraging AI. 

How Does Clari Copilot's AI Sales Assistant Work?

Clari Copilot integrates with your calendar and video conferencing tools to automatically join and record sales meetings. 

Once a meeting is recorded, it transcribes the conversation in real-time, identifying key moments, action items, and potential deal risks. 

The platform's AI capabilities, including RevGPT, generate concise summaries and suggest next steps, which can be shared with team members via Slack or CRM systems.​

Moreover, during live calls, Copilot provides real-time coaching through features like battle cards and monologue alerts, guiding reps to navigate objections and adhere to best practices. 

Copilot's mobile app also allows users to review calls, access transcripts, and share feedback on the go, ensuring continuous improvement and collaboration.​

Key Features

• AI-powered call analysis - Automatically records and transcribes sales calls, highlighting key moments and action items.​
• Real-time coaching tools - Provides in-call guidance through battle cards and alerts to enhance rep performance.​
• Integration with sales tools - Seamlessly connects with CRMs, helping your team pinpoint opportunities and make accurate forecasts.

Pricing

Clari doesn’t disclose prices for its product.

You can contact its team for a custom quote.

Pros & Cons

✅ Improves sales coaching and performance through detailed call analytics.​

✅ Helps you close more deals with real-time insights and guidance.​

❌ On the more expensive end of the range.

9. Kalendar AI

Best for: Automated B2B lead generation and meeting scheduling.

Who is it for: Sales teams and businesses seeking to streamline outreach and appointment setting through AI​.

Kalendar AI is an AI-driven platform designed to automate the identification of potential B2B leads and schedule meetings with them. 

It leverages a vast database of over 200 million companies to enable users to reach prospects with personalized messages and proposals, aiming to book qualified meetings efficiently.​

How Does Kalendar AI's Sales Assistant Work?

Kalendar AI allows users to define their ideal customer profile (ICP), including factors like job titles, industries, and company sizes. 

Once set, its AI sales agents autonomously search through a global database to identify matching prospects. 

The platform then crafts personalized outreach messages and proposals, sending them to these prospects with the goal of scheduling meetings.​

The system integrates with users' calendars to automatically book appointments, reducing the need for manual scheduling. 

Key Features

• AI-powered lead generation - Identifies and reaches out to potential B2B leads based on user-defined criteria.​
• Automated meeting scheduling - Integrates with calendars to book appointments without manual intervention.​
• AI qualification calls - AI handles first conversations, allowing your team to focus on closing deals with high-value leads.

Pricing

Kalendar AI didn’t publish exact prices for its product.

Book a demo with its team to see if you qualify to use it.

Pros & Cons

✅ Streamlines lead generation and meeting scheduling, saving time and resources.

✅ Offers a hands-off approach, allowing users to focus on closing deals rather than prospecting.​

❌ Some users have reported issues with the accuracy of AI-generated messages and the quality of leads.

10. Alta

Best for: Automating outbound prospecting, lead qualification, and revenue operations with AI agents.

Who is it for: B2B sales and RevOps teams seeking to scale outreach and streamline workflows without expanding headcount​.

Alta is an AI-powered revenue platform that deploys specialized virtual agents to automate key sales functions. 

Its AI workforce includes agents like Katie (AI SDR), Alex (AI Calling Agent), and Luna (AI RevOps), each designed to handle specific tasks such as prospecting, calling, and revenue operations. 

How Does Alta's AI Sales Assistant Work?

Alta's AI agents function as dedicated team members, each specializing in a particular aspect of the sales process:​

1. Katie (AI SDR): Identifies and researches ideal customer profiles (ICPs), sends hyper-personalized, multi-channel campaigns via email and LinkedIn, and schedules meetings for the sales team. ​
2. Alex (AI Calling Agent): Manages outbound outreach, inbound call qualification, follow-ups, and account management, driving more meetings and new revenue opportunities at scale. ​
3. Luna (AI RevOps Agent): Automates data analysis, generates real-time reports, uncovers actionable business insights, and notifies users of crucial metric changes or anomalies, supporting strategic leadership decisions. ​

These agents work collaboratively, ensuring that sales and revenue teams can focus on high-value activities while routine tasks are handled efficiently.​

Key Features

• AI SDR Agent (Katie): Automates prospecting and outreach with personalized messaging across multiple channels.​
• AI Calling Agent (Alex): Handles calling tasks, including outreach and follow-ups, to engage prospects effectively.​
• AI RevOps Agent (Luna): Provides real-time analytics and insights to optimize revenue operations and strategic planning.​

Pricing

Alta doesn’t have fixed fees.

Instead, its pricing is tailored to each individual user based on their bespoke needs.

Pros & Cons

✅ Specialized AI agents cover various aspects of the sales process, improving productivity throughout the sales funnel.​

✅ High-quality AI-generated voices mimic human voices almost to perfection.

❌ It’s a relatively new platform, so it still has limited integrations and customization options.

Next Steps: Let Warmly’s AI Sales Assistant Do All the Heavy Lifting

The truth is, your team doesn’t need more tools - it needs smarter ones.

That’s exactly what AI sales assistants are.

When chosen well, they become behind-the-scenes operators that work around the clock, qualifying leads, booking meetings, and moving deals forward while your reps focus on building real relationships.

And if you're looking for one that blends intent-based outreach with AI-powered support across the entire buyer journey, Warmly is leading the charge. 

From identifying your most valuable visitors to engaging them in real-time - and handing them off to reps at just the right moment - it’s built for revenue teams that want results, not just automation.

Curious what it looks like in action? Book a demo with Warmly and meet your AI-powered sales teammate today.

Read More

• AI Marketing Strategy: Top Use Cases and Tools - Learn how to leverage AI in your marketing strategy in 2025.
• Best 10 AI Sales Agents In 2025 [Reviewed] - Find the best AI sales agent to automate sales processes in a smarter and more efficient way than ever before.
• 10 Best AI Sales Tools for B2B Teams [2025] - Looking for the best AI-powered platform to boost your sales? You’ll find your perfect fit in this hand-picked list.
• AI for Sales Prospecting: How to Use It? [2025] - Explore the best ways of leveraging AI to improve prospecting efficiency across levels.
• AI in B2B Marketing: How To Use It? [2025] - Gain the ultimate competitive edge by using AI to improve and automate marketing operations.
• AI Marketing Agents: Use Cases and Top Tools for 2025 - Discover all you need to know about the power and potential of AI marketing agents.
• AI in Sales and Marketing: How to Get More Sales? - Want to learn how to leverage AI to close more deals? You’ve come to the right spot, as this in-depth guide explains it all.

The factors to consider when buying an AI sales agent go far beyond surface-level features. 

I’ve seen firsthand how the right AI can completely transform your go-to-market strategy and how the wrong one can create noise, confusion, and extra manual work.

Today, AI sales agents are no longer experimental - they’re fully operational and used by many teams across industries for everything from prospecting to pipeline acceleration. 

But not all AI is created equal. 

Before you plug something new into your sales stack, it’s worth stepping back and asking: 

Will this move the needle? Is it aligned with how my team works? Does it reduce friction, or does it just add another tool to babysit?

In this blog, I’ll discuss the key considerations that matter most when evaluating AI sales agents in today’s landscape based on what’s working across successful revenue teams.

Buckle up, and let’s dive in!

What are the different kinds of AI sales agents?

When weighing the factors to consider when buying an AI sales agent, one of the most important starting points is understanding what types of agents are actually out there. 

Not all AI sales agents are built for the same purpose - some are designed to unearth high-value prospects, while others are built to scale outreach, surface buying signals, or assist reps in real time.

Let’s break down some of the main types of AI sales agents you’ll see in 2025:

1. AI Marketing Ops Agents

Purpose: Lead scoring, enrichment, routing, and hand-off automation

AI Marketing agents live at the intersection of marketing and sales. 

Their job is to capture early buying signals, make sense of the noise, and get the right leads to the right reps fast without relying on manual rules or endless spreadsheets.

They’re especially useful if you’ve got high traffic or lead volume but struggle with routing or prioritizing what’s worth a rep’s time. 

Some AI Marketing Ops agents also help define or refine your ICP, using behavioral data beyond just firmographics to tell you who your best buyers are.

Think of these agents as your eyes and ears, constantly scanning for interest to ensure no opportunity slips through the cracks.

As a result, your team will always engage the right leads at precisely the right time with no gaps or guesswork.

For example, Warmly’s AI Marketing Ops Agent goes deep here. 

It uses real-time data from over 10 enrichment sources to identify when a lead is showing strong buying intent, such as:

• A recurring website visit.
• Competitive research.
• Relevant activity on social channels (e.g., interaction with your posts). 

With built-in traffic de-anonymization, Warmly reveals up to 65% of the companies and 15% of individual contacts browsing your site, which the AI agent then routes to the right sales reps with Slack alerts or CRM updates.

It also helps define your ICP by using AI to identify the actual characteristics of your ideal customers in real-time, leveraging firmographics, behavioral, and contextual data.

This means you’re not just finding more leads - you’re finding better ones.

Use cases: Lead qualification and prioritization, creating a more precise ICP, reducing time-to-lead.

Key features: Intelligent lead routing, real-time notifications, AI-powered ICP building, CRM enrichment.

2. AI Demand Generation Agents

Purpose: Creating and capturing demand through smart outbound and ad targeting.

While Marketing Ops agents work to route and surface leads, AI Demand Gen agents focus on generating them. 

These agents are usually connected to your ad platforms or outbound tools and are built to:

• Identify audiences, 
• Personalize messaging, and 
• Launch touchpoints based on real-time behavior or firmographic triggers.

This type of agent is perfect for scaling pipeline generation without relying on high-volume, low-precision campaigns.

Take Warmly’s AI Demand Gen Agent as an example.

It is designed to create hyper-targeted outbound sequences using live data. 

Instead of relying on static lists, it watches for who’s ready to buy based on real-time behavioral signals and then syncs dynamic audiences with your ad platforms and outbound tools. 

And it doesn’t stop at ads.

The AI can then orchestrate actions, such as sending a LinkedIn message or email, triggering an ad, or alerting an SDR, based on how warm that lead is.

This means the AI agent automates everything from segmentation to execution, allowing your campaigns to stay relevant, timely, and high-converting.

Use cases: Targeted advertising, campaign orchestration, segment-based nurturing.

Key features: Signal-based audience creation, ad sync, multi-channel campaign orchestration.

3. AI SDR Agents

Purpose: Outreach, qualification, and meeting booking

AI SDR agents are built to scale early-stage sales prospecting. 

They can research leads, personalize emails, follow up, and even book meetings, working alongside or instead of your human SDRs. 

However, their true power doesn’t lie in speed alone but also in timing and personalization.

They’re especially valuable for lean sales teams that want to maintain consistent outbound efforts without burning out their people.

So, if your team is stuck in repetitive outreach, overwhelmed, or missing follow-ups, this kind of AI can change the game.

Using Warmly’s AI SDR Agent as an example, here's how a sales workflow might look.

This agent connects directly to your website traffic, monitoring for high-value leads among your website visitors. 

The moment a potential buyer visits your site, AI SDR agent identifies who they are, pulls in personalized context (job title, behavior, etc.), and reaches out automatically. 

These messages can be tailored across channels and optimized to convert warm interest into booked meetings without human intervention.

Say a VP at a target account visits your pricing page. Warmly can identify them (even if they don’t fill out a form), enrich their profile, and trigger an automated but personalized message across channels.

And that lead could end up with a meeting on your calendar before they even hit “contact us.”

However, don’t think that this approach will replace SDRs.

It scales their efforts, allowing them to focus on what matters.

Use cases: 24/7 lead engagement, booking meetings, real-time lead nurturing.

Key features: Website visitor engagement, AI chatbot, seamless CRM sync.

4. AI Copilots for Sales Reps

Purpose: Sales enablement, context surfacing, next-best-actions.

AI Copilots are another type of AI agent that doesn’t replace reps.

Instead, they empower them. 

These tools sit alongside your sellers, giving them helpful nudges, real-time insights, and outreach suggestions based on a lead’s behavior or account status.

You might use a Copilot to prep for a meeting, decide which lead to prioritize today, or quickly personalize a follow-up email without digging through notes. 

They help reps show up sharper, faster, and more relevant in every interaction.

This is exactly what Warmly’s AI Copilots do. 

They act like a personal assistant for every rep by:

• Surfacing the latest activity on an account (like job changes, tech stack shifts, or recent website visits).
• Recommending what to say in outreach.
• Prepping the rep before a call with LinkedIn and CRM data, etc.

So, rather than automating the entire sales conversation, Copilots enable better human-to-human connection, supporting human reps each step of the way.

Use cases: Pre-call prep, personalization at scale, outreach guidance.

Key features: Context surfacing, outreach suggestions, intent-based nudges.

5. AI Revenue Intelligence Agents

Purpose: Forecasting, pipeline analysis, deal health, coaching.

While not always called “sales agents,” AI revenue intelligence tools are increasingly proactive. 

These agents monitor deal activity across calls, emails, CRM updates, and rep behaviors to forecast outcomes, flag risks, and suggest actions.

They’re best for teams that want to improve win rates, get early warnings on stuck deals, or provide better coaching without relying on gut feel.

Platforms like Gong or Clari fall into this category. They’ve evolved from passive analytics tools into active assistants that push suggestions to reps or managers, such as: “This deal hasn’t had activity in 7 days,” or “Competitor X came up in a call - here’s how we’ve won against them before.”

Use cases: Pipeline risk detection, sales forecasting, call coaching.

Key features: Conversation intelligence, forecasting dashboards, coaching analytics.

The 7 factors to consider when evaluating AI sales agents in 2025

Now that we’ve broken down the different types of AI sales agents, the next step is figuring out how to evaluate them. 

Not every agent will be right for your team, and in a crowded market, it's easy to get distracted by shiny features instead of focusing on what truly drives results.

So, here are the seven key factors to consider when buying an AI sales agent in 2025 that apply to all kinds of agents and use cases:

1. Alignment with your sales funnel

Before you look at features, zoom out and ask yourself: What part of your GTM actually needs help?

Are you struggling to create pipeline or close it? Do you need help with prioritizing leads? Or do you want to book more meetings? 

Different agents solve different problems. 

For example, if you already have lead volume but reps are missing follow-ups, an AI SDR agent or AI Copilot might be your best move. 

If you're unsure who's visiting your site, an AI Marketing Ops agent can help surface and route those leads automatically.

Warmly makes this easy by mapping its agents directly to certain parts of the funnel. 

That clarity makes it easier to build a tech stack that actually complements how your team sells.

The point is to match the tool to the problem, not the other way around.

2. Access to real-time buying signals

One of the biggest differentiators between average and high-performing AI sales agents is their ability to act on real-time buying intent - not static lead lists or outdated form submissions.

In fast-moving B2B cycles, timing is everything. 

A VP who just visited your pricing page? That’s someone you want to talk to today, not a week from now when they’re already evaluating a competitor. 

That’s why real-time signal capture and response isn’t just a “nice-to-have”. Instead, it’s the foundation of effective AI-driven sales.

The best AI agents are built to monitor signals like:

• Repeat website visits or time spent on high-intent pages.
• Job title or role changes (especially into a buying position).
• New tech stack adoption or funding announcements.
• Engagement with competitor tools or industry-specific topics.
• Behavioral patterns across multiple touchpoints (email clicks, ad views, LinkedIn activity).

But it’s not just about gathering these signals. It’s about what the agent does with them. 

High-performing agents use intent to trigger personalized workflows automatically: send an alert to an AE, launch a targeted ad, or initiate a smart outbound sequence. 

That’s the real difference between automation and intelligence.

Warmly is built around this real-time responsiveness. 

It pulls in live signals from over ten enrichment and intent data sources, combining first-party website activity with third-party behavioural intel. 

That gives your team a single, dynamic view of lead readiness, so you’re not guessing who’s warm or wasting time on cold accounts.

For example:

• If someone from a high-fit account visits your product or pricing page multiple times in a week, Warmly identifies them (even if they’re anonymous), enriches their contact info, and alerts the right rep in Slack or email.
• If a prospect’s role changes on LinkedIn or they engage with a competitor’s brand, that data can automatically feed into your outbound or advertising audience.

All of this means fewer missed opportunities and more proactive advantage.

3. Integration with your existing tools

The last thing your team needs is another disconnected tool that creates more friction than value. 

A great AI sales agent should fit into your existing tech stack - not force your team to change how they work. 

That means it should integrate cleanly with your CRM, outbound tools (like Outreach or Salesloft), ad platforms (Google Ads, LinkedIn), and internal communication channels like Slack, Microsoft Teams, or email.

When your systems are connected, everything flows: new lead activity gets logged in your CRM, follow-up tasks are triggered automatically, and your reps get notified in real time without toggling between tabs or digging through platforms.

That’s what makes AI truly feel like a teammate, not a task.

Warmly does a great job here. 

It pushes high-intent lead alerts directly into Slack, so your reps can see exactly who’s on your site, what pages they’ve viewed, and what actions they’re taking, all without leaving their daily workflow. 

Warmly also automatically enriches lead and account data in your CRM, helping maintain clean records and reducing manual entry (aka, no more copy-pasting from LinkedIn into Salesforce).

Even better, Warmly’s agents don’t just integrate - they orchestrate entire workflows. For example, the Demand Gen agent can sync dynamic lead segments with ad platforms, while the SDR agent can trigger personalized outbound messages. 

Everything is built to move data and actions across your GTM stack in real time.

4. Strong personalization capabilities

Mass outreach is officially a thing of the past. 

In 2025, buyers expect relevance and can tell instantly when a message is generic. 

That’s why personalization at scale has become one of the most critical capabilities to look for when evaluating an AI sales agent.

But here’s the thing: True personalization goes beyond swapping in a first name or company name. 

That kind of surface-level customization might have worked a few years ago, but today, it’s more likely to be ignored - or worse, marked as spam.

The best AI agents personalize based on context. That means adapting the messaging and timing based on:

• The lead’s job title or seniority level.
• Their company’s industry or size.
• What pages they’ve visited, and how many times.
• Their stage in the buyer’s journey (top, mid, bottom funnel).
• Past engagement history across channels (emails opened, ads clicked, LinkedIn activity, etc.).

This kind of intent-aware personalization creates timely, relevant, and specific messages without the rep needing to write every one by hand.

Warmly’s SDR and Demand Gen agents are built with this philosophy in mind. 

For example, if a VP of Sales visits your demo page twice in a week, the follow-up message can directly reference that behavior and highlight their company’s needs and pain points. 

On the other hand, if a Marketing Manager browses a blog post, the AI might trigger a light-touch nurture email focused on education or helpful content instead of pushing for a meeting.

This level of contextual outreach is both more effective and scalable. 

Warmly’s AI doesn’t rely on rigid templates. 

It analyzes live behavior and intent signals to shape each interaction, making your outbound strategy feel more human and relevant, even when automated.

5. Level of autonomy and control

One of the biggest mindset shifts when adopting AI sales agents is deciding how much control you want to give up. 

Some teams are all-in on automation and want agents that can fully manage outreach, lead routing, and follow-ups without human input. 

Others want AI to act more like a smart assistant, providing suggestions and context but leaving the rep to make the final decisions and send messages.

There’s no “right” approach here.

It all depends on your team’s experience level, deal complexity, and comfort with automation. 

That’s why the best AI sales agents offer a flexible balance between autonomy and human oversight. 

They allow you to automate when it makes sense and stay hands-on when nuance and trust matter.

For example, Warmly provides this balance through its modular agent structure:

1. If you’re looking to scale outbound quickly, the AI SDR agent can automate full-cycle outreach. It identifies warm leads in real time, personalizes messages based on behavior and profile, and initiates contact, freeing human reps to focus on high-value conversations.
2. If you prefer a more human-led approach, the AI Copilot acts as a behind-the-scenes partner. It surfaces timely insights, like who just revisited your pricing page or which accounts are trending based on intent data, but it doesn’t take action for you. Instead, it empowers your team to make smarter, faster decisions without replacing the human touch.

This flexibility is essential in mixed teams, such as a sales hierarchy in which senior reps handle enterprise deals while newer reps focus on mid-market. 

In that case, you might let AI run more of the process for smaller opportunities while keeping a human in the loop for larger, relationship-driven deals.

6. Data enrichment and lead accuracy

No matter how smart your AI sales agent is, it’s only as good as the data it works with. 

Poor or incomplete data can lead to missed opportunities, inaccurate targeting, or awkward outreach that erodes trust before the conversation even starts.

That’s why data enrichment and lead accuracy should be non-negotiable when evaluating AI sales tools.

It’s not just about identifying leads - it’s about knowing who they are, where they work, what they care about, and whether they’re actually a fit.

The best AI sales agents don’t just react to activity. Instead, they improve it by filling in missing details like:

• Full name, job title, and seniority level.
• Company firmographics (size, industry, revenue).
• Tech stack, funding stage, or recent news.
• Buyer persona tags based on role and behavior.
• CRM fields that keep records clean and actionable.

Without this level of enrichment, even a hot lead might fall through the cracks. 

For example, if someone from a high-value account visits your pricing page but doesn’t fill out a form - and your system can’t identify them - you’re flying blind. 

That’s where enrichment becomes a critical differentiator.

Warmly helps solve this with a standout enrichment engine. 

It identifies anonymous website visitors using a blend of on-site tracking and third-party data sources. 

Once identified, Warmly layers in firmographic and behavioral data, ties it to your CRM records, and routes it to the appropriate rep - all done automatically.

So, instead of chasing ghosts or wasting time on incomplete leads, your team can focus on people who are both qualified and active.

7. Time to value

One of the most overlooked - but critical - factors to consider when buying an AI sales agent is how quickly it delivers impact. 

It’s easy to get excited about a feature-packed demo, but if the tool takes weeks of technical setup or months of fine-tuning to show results, it may not be the right fit, especially for fast-moving sales teams.

You want a platform that gets out of the way and starts producing value fast. 

That means:

• Simple onboarding with minimal lift from your team.
• Pre-built workflows or playbooks that are ready to go.
• Immediate visibility into how the tool is performing.
• A clear path to early wins (e.g., more meetings booked, faster response times, cleaner CRM data).

This is especially important in smaller or resource-constrained teams where RevOps support might be limited and new tools must prove themselves quickly.

Warmly is designed with this in mind. 

Because its AI agents are built around real-time intent data and designed to plug directly into your existing workflow (Slack, CRM, outreach tools), many teams start seeing results in just a few days. 

For example:

• Warm leads are automatically surfaced and routed within minutes of hitting your site.
• SDR agents can begin engaging those leads with personalized messages right away.
• Copilots can immediately help reps prioritize their day based on who’s showing intent right now.

So, instead of waiting weeks for something to happen, your team is already moving faster without changing how they work.

Next Steps: Spend more time selling with Warmly

Choosing the right AI sales agent isn’t about chasing hype.

It’s about solving real problems that slow your team down. 

From surfacing warm leads to automating outreach and guiding reps with live intel, the right AI can help your team focus on what matters most: building relationships and closing deals.

Warmly’s AI sales agents are designed to do just that.

Warmly helps your revenue team move faster without sacrificing precision, regardless of whether you need smarter lead routing, dynamic outbound workflows, or rep-level co-pilots that surface the right context at the right time.

And it’s not just about the agents. Warmly also:

• Helps you define your ICP with AI.
• Enriches CRM records automatically.
• Identifies website visitors at both company and individual levels.
• Orchestrates your sales workflows across channels.
• Lets you engage with leads via live video calls.

So, if you’re ready to spend less time chasing leads and more time having the conversations that actually move pipeline, it might be time to see what Warmly can do for your team.

Let us walk you through it - book a quick demo and see what our AI agents are all about.

Read More

• AI for Sales Prospecting: How to Use It? [2025] - Learn how to leverage AI to boost your prospecting efforts.
• AI in Sales and Marketing: How to Get More Sales? - AI can significantly improve every sales & marketing strategy - find out how.
• AI Marketing Agents: Use Cases and Top Tools for 2025 - Find the best AI marketing agent for your use case.
• Best 10 AI Sales Agents In 2025 [Reviewed] - The ultimate list of the 10 best AI sales agents today to help you save time and improve your sales process.
• AI GTM: Top Use Cases, Software, & Examples [2025] - Discover the best ways of implementing AI in your GTM processes.

AI SDR agents are taking over the heavy lifting of sales development, and 2025 is the year they go mainstream.

You're already behind if you're still manually prospecting, following up, and juggling outreach across email and LinkedIn. 

Today’s top B2B sales teams are automating everything - and all that without sacrificing personalization or timing.

But with dozens of tools on the market, which ones are actually worth it?

In this guide, I’ll break down the 10 best AI SDR agents to help you scale outbound, increase reply rates, and close more deals in 2025. 

From all-in-one platforms to niche email or data enrichment tools, we’ve got the shortlist that’ll save you hours (and headaches).

But first, let’s quickly explain what AI SDR agents actually are.

Factors to Consider When Evaluating AI SDR Agents

Choosing the right AI SDR agent isn’t just about flashy features - it’s about finding a platform that fits your sales strategy, goals, and tech stack. 

Here are the key factors to consider before making your decision:

1. Main Outreach Channels

Some AI SDR agents are designed for email-only outreach. 

Others support LinkedIn, SMS, live chat, and even cold calling. 

Evaluate where your prospects are most active and make sure the platform can support those channels effectively.

2. Intent and Trigger Capabilities

AI-powered outreach works best when it’s driven by buyer intent. 

Look for platforms that can act on real-time signals - such as website visits, job changes, or content engagement - so your messages are timely and relevant, not just automated noise.

3. Personalization Quality

The difference between ignored emails and booked meetings often comes down to personalization. 

Your AI SDR should be capable of crafting messages that feel tailored, using dynamic fields, context-based language, and tone adjustments that align with each persona.

4. Sequence Control and Smart Follow-Ups

A good AI SDR agent doesn’t just send one message and move on. 

It should manage multi-step sequences, respond dynamically to opens and clicks, and know when to pause or adapt based on the lead’s behavior.

5. Integrations and Workflow Compatibility

Your AI SDR platform should fit seamlessly into your current stack. Look for integrations with your CRM, calendar, Slack, and enrichment tools. 

The more aligned your systems are, the smoother your workflow will be.

6. Reporting and Optimization

An AI SDR should help you get better over time. 

Choose a platform that offers clear performance insights - like open and reply rates, meeting conversion, and engagement by segment—and ideally provides recommendations to improve your sequences.

What Are the Best AI SDR Agents to Try in 2025?

1. Warmly: Intent-based outbound done for you.
2. Lavender: AI-powered email assistant for better open and reply rates.
3. Regie.ai: AI content generation and sequencing for outbound sales.
4. Drift: Conversational AI that engages prospects in real time.
5. Apollo.io: Prospecting, enrichment, and outreach in one platform.
6. Clay: Hyper-personalized outbound powered by data aggregated from multiple sources.
7. Exceed.ai: AI assistant that qualifies leads and nurtures them via email.
8. Outplay: AI-led engagement at scale.
9. Close: All-in-one CRM and sales engagement with native calling, email, and automation.
10. Reply.io: Multichannel outreach platform with smart automation.

1. Warmly

Best for: Intent-based outbound and automated prospecting across your website, LinkedIn, and email.

Who is it for: Perfect for lean B2B sales teams looking to scale outreach without hiring more SDRs.

Warmly is an AI-powered revenue orchestration platform built for modern sales teams.

Its AI SDR Agent is the newest addition to the platform’s versatile capabilities.

Warmly’s AI SDR agent automates everything from prospecting to outreach, using buyer intent signals to trigger timely, personalized messages across email and LinkedIn so your team can focus on closing, not chasing.

How Does Warmly’s AI SDR Agent Work?

Warmly’s AI SDR Agent is built to act like a full-time outbound rep that tackles prospecting, qualifying, and engaging leads around the clock. 

However, it does more than just send messages.

Thanks to the advanced AI that powers it, Warmly’s AI SDR thinks like a genuine rep, adjusting its timing, tone, and content based on real-time buyer behavior.

Here’s how it works from start to booked meeting:

• Intent detection - Warmly uses a combination of first-party (website visits), second-party (social media activity), and third-party (research intent) data to identify when someone from your target account is actively showing interest.

• Prospecting & lead matching - Warmly scans your ICP across a massive contact database and enriches profiles in real time. The platform identifies key decision-makers, matches them to relevant signals, and prioritizes them based on readiness to buy.
• On-site engagement - Warmly’s AI chatbot instantly engages visitors with personalized conversations relevant to every prospect's level of buying intent.

• Outreach orchestration - The AI SDR Agent also initiates email and LinkedIn outreach with messaging that feels like your best SDR wrote it.
• Smart sequencing & follow-up - The agent adjusts messaging based on behavior, responding to email opens, clicks, or ghosting with relevant follow-ups. 

• Handoff to human reps - Once a prospect engages or books a meeting, the agent loops in your human rep—booking meetings directly into calendars or routing them to the right AE.

All of this runs in the background while your team works on deals. 

And because it’s built to mimic human SDR behavior, the engagement feels natural - not robotic.

Key Features

• Automated multichannel outreach with dynamic triggers.
• Website visitor identification.
• AI Chat for live lead engagement on your website.
• AI Warm Offers to personalize your pitch based on the buyer.
• CRM integration and Slack alerts for seamless lead routing.

Pricing

Warmly offers a free forever plan that allows you to reveal up to 500 monthly visitors, set up ICP filters to quickly identify high-quality leads, and automate basic lead routing.

If you need more, there are three tiers to choose from:

1. Data Only: Starts at $499/mo when billed monthly or $4,000 when billed annually, lets you identify up to 5,000 monthly visitors, first-party intent signals, alerts, and access to Warmly’s B2B prospecting database.
2. Business: Starts at $19,000/year for up to 10,000 visitors or $45,000/year for up to 75,000 visitors, everything in Data Only, plus third and second-party signals, sales orchestration, AI Chat, and lead routing.
3. Enterprise: Custom pricing, custom number of visitors, everything in Business, plus custom signals and warm calling.

Pros & Cons

✅ Outreach is triggered by real intent instead of random cold lists.

✅ Covers both email and LinkedIn with natural, human-like messaging.

✅ Eliminates manual sales prospecting and follow-ups.

✅ Identifies who your hottest leads are right now.

✅ Live on-site lead engagement.

✅ Highly customizable and trainable AI.

❌ Access to Warmly’s AI SDR is available only on its paid plans.

2. Lavender

Best for: Enhancing sales email effectiveness through AI-driven coaching and personalization.

Who is it for: SDRs and AEs aiming to improve email response rates and pipeline generation.​

Lavender is an AI-powered email assistant designed to help sales professionals craft more effective emails. 

It aims to boost reply rates and overall engagement by providing real-time feedback and personalization suggestions.

How Does Lavender's AI SDR Agent Work?

Lavender integrates directly into your email platform, analyzing your drafts as you compose them. 

It assigns an email score based on factors like clarity, tone, and length, offering instant AI-driven recommendations to enhance the content. 

Additionally, Lavender provides personalization suggestions by pulling relevant data from your CRM and other sources, enabling you to tailor your messages more effectively. ​

Key Features

• Real-time email scoring and coaching - Evaluates emails and offers suggestions to improve clarity and engagement. ​
• Personalization assistance - Provides data-driven recommendations to customize emails based on recipient information. ​
• Integrations - Seamlessly connects with platforms like Gmail, Outlook, HubSpot, and Salesloft. ​

Pricing

Lavender has a freemium plan designed for the most basic users.

It lets you analyze and personalize up to 5 emails per month and provides access to its essential features.

If you need more, there are three paid plans to choose from:

1. Starter: $29/mo, includes unlimited email personalization and generation in addition to AI email writer, mobile optimization, etc.
2. Individual Pro: $49/mo, everything in Starter, plus dedicated support and more native integrations.
3. Team Plan: $99/user/mo, includes aggregated email analytics, accelerated dynamic scoring, content studio access, and more.

Pros & Cons

✅ Improved reply rates and more meetings booked.

✅ User-friendly interface.

❌ Some users report experiencing glitches and occasional crashes, which impact reliability. ​

3. Regie.ai

Best for: Automating sales prospecting and outreach with AI-driven agents.

Who is it for: Sales teams aiming to scale outbound efforts without increasing headcount.​

Regie.ai is an AI-powered sales engagement platform designed to streamline the prospecting process. 

Its AI SDR agents autonomously handle tasks such as lead sourcing, personalized messaging, and follow-ups, enabling sales representatives to focus on closing deals. ​

How Does Regie.ai's AI SDR Agent Work?

Regie.ai’s AI SDR agents operate fully autonomously, managing the entire sales prospecting workflow from end to end. 

They start by sourcing leads that fit your ICP, eliminating the need for third-party B2B data providers. 

From there, they craft and send personalized outreach messages designed to resonate with each individual contact. 

As prospects engage - or don’t - the agents adjust their follow-up strategy dynamically, tailoring timing and content based on real-time responses. 

Key Features

• AI-powered lead sourcing - Automatically identifies and sources potential leads without relying on external data providers. ​
• Personalized email outreach - Uses AI to create customized email content tailored to each prospect. ​
• Dynamic sequencing - Adjusts follow-up actions based on real-time engagement metrics to enhance prospecting efficiency. ​

Pricing

Regie.ai has three separate product packages:

1. RegieOne Sales Engagement Platform: Pricing is based on the number of prospecting sales reps, starting at $35,000/yr, includes traditional sales engagement workflows alongside Agentic prospecting capabilities, first-party intent, etc.
2. AI Agents + AI Dialer: Pricing is based on the number of prospecting sales reps, starting at $35,000/yr, includes AI Agents and AI Dialer. 
3. AI Agents: Pricing is based on the number of prospecting sales reps, starting at $35,000/yr, includes access to AI Agents alone.

There’s no free trial or plan available.

Pros & Cons

✅ Enables sales teams to expand outreach efforts without additional staffing. ​

✅ Automates time-consuming tasks, allowing sales representatives to focus on high-value activities. ​

❌ Steep learning curve regarding integrating and customizing the platform to fit specific workflows. ​

4. Drift

Best for: Engaging website visitors through real-time conversational marketing to accelerate lead conversion.

Who is it for: Businesses aiming to enhance customer interactions and streamline the sales process via AI-driven chatbots.​

Drift is a conversational marketing platform that leverages AI to facilitate real-time interactions with website visitors. 

Its AI-powered chatbots are designed to qualify leads, answer queries, and schedule meetings, thereby optimizing the sales funnel and enhancing customer engagement. ​

However, Drift has been recently acquired by Salesloft, meaning that new customers can only access it through this platform.

How Does Drift's AI SDR Agent Work?

Drift's AI SDR agent operates by seamlessly integrating with a company's website to initiate and manage conversations with visitors. 

The AI chatbot engages website visitors in real-time, utilizing natural language processing to understand and respond to inquiries effectively.

It can qualify leads by asking relevant questions and, based on the responses, route them to the appropriate sales representative or schedule meetings directly. 

Key Features

• Real-time AI chatbots - Engage visitors instantly, providing timely responses and facilitating immediate interactions. ​
• Lead qualification and routing - Automatically assesses visitor responses to qualify leads and direct them to the appropriate sales personnel. ​
• Meeting scheduling - Streamlines the process by scheduling meetings directly with prospects. ​

Pricing

There’s no pricing information available for Drift ever since Salesloft acquired it.

You’ll have to contact Salesloft’s sales team for more details.

Pros & Cons

✅ User-friendly.

✅ Automates routine tasks such as lead qualification and meeting scheduling, allowing sales teams to focus on closing deals. ​

❌ Since it’s been acquired by Salesloft, there have been no details on its pricing, meaning it’s probably expensive.

5. Apollo.io

Best for: Comprehensive sales intelligence and engagement, integrating AI to enhance prospecting and outreach.​

Who is it for: Sales teams and business development professionals seeking an all-in-one platform for lead generation, enrichment, and multichannel engagement.​

Apollo.io is an AI-powered sales platform that combines a vast B2B contact database with tools for prospecting, engagement, and analytics. 

Its AI Sales Assistant streamlines the sales process by automating tasks such as lead scoring, email personalization, and outreach sequencing, enabling teams to operate more efficiently and effectively. ​

How Does Apollo.io's AI Sales Assistant Work?

Apollo.io’s AI Sales Assistant improves sales workflows by combining smart lead scoring, hyper-personalized messaging, and intelligent outreach sequencing. 

It begins by analyzing your ideal customer profile and historical engagement data to prioritize the prospects most likely to convert. 

From there, it taps into Apollo’s vast contact database to craft personalized emails, pulling in relevant buyer signals to make each message resonate. 

The assistant can also generate entire outreach campaigns, optimizing when and how to engage leads for the best possible results, all while saving your team time and lifting response rates.

Key Features

• Extensive B2B database - Access to over 210 million contacts and 35 million companies for comprehensive prospecting. ​
• AI email assistant - Helps you write engaging and personalized emails using AI-driven recommendations. ​
• Conversation analysis - AI extracts valuable insights by transcribing and analyzing sales calls, improving win rates and helping you refine your strategy.

Pricing

Apollo has a free forever plan that includes 100 email and mobile phone finder credits, basic filters and prospecting, and two sequences.

If you need more, you can upgrade to one of three paid plans:

1. Basic: $59 per user per month.
2. Professional: $99 per user per month.
3. Organization: $149 per user per month.

Pros & Cons

✅ Combines data sourcing, engagement, and analytics in a single interface, reducing the need for multiple tools.​

✅ Automates and personalizes outreach, saving time and enhancing engagement rates.​

❌ Some users have reported issues with outdated or inaccurate contact information, which can impact outreach effectiveness compared to some Apollo alternatives. ​

6. Clay

Best for: Automating lead enrichment and crafting personalized outreach using AI-driven data aggregation.​

Who is it for: GTM teams aiming to improve their enrichment, prospecting efficiency, and personalization at scale.​

Clay is an AI-powered sales intelligence platform designed to streamline the process of lead generation and outreach. 

Clay enables users to build enriched prospect lists and automate personalized communication by integrating over 100 data sources, boosting engagement rates and sales outcomes. ​

How Does Clay's AI SDR Agent Work?

Clay’s AI SDR agent streamlines the entire outbound workflow by automating the most time-consuming parts of prospecting. 

It begins by aggregating data from over 100 premium sources to gather rich, accurate information on each lead - everything from firmographics to contact details and technographics. 

Then, using its built-in AI research agents, Clay enriches each profile by pulling in contextual insights like job changes, funding rounds, or even summaries from documents and job postings. 

With this intelligence, the AI generates highly personalized outreach messages that go beyond surface-level customization. 

Finally, Clay ties it all together with workflow automation, allowing sales and marketing teams to turn those insights into actions at scale without ever touching a spreadsheet.

Key Features

• Waterfall data enrichment - gathers data across 100 premium data sources to provide comprehensive lead information. ​
• AI research agents - They automate manual research tasks, such as summarizing documents and flagging fraudulent domains. ​
• Personalized copywriting - AI-driven assistance in crafting tailored outreach messages.

Pricing 

Clay has a free forever plan that provides 100 monthly search credits and limited access to its features.

If you need more credits and features, you can choose from 4 pricing tiers:

• Starter: Starting at $149/mo
• Explorer: Starting at $349/mo
• Pro: Starting at $800/mo
• Enterprise: Custom pricing

Pros & Cons

✅ Integrates with numerous data providers, which ensures rich and accurate lead information. ​

✅ AI lets you create highly personalized outreach messages, improving engagement rates. ​

❌ Steep learning curve due to the platform's extensive features and capabilities. ​

7. Exceed.ai

Best for: Automating lead engagement, qualification, and nurturing through AI-driven two-way conversations.​

Who is it for: Sales and marketing teams seeking to enhance efficiency by automating repetitive tasks and focusing on high-priority leads.​

Exceed.ai is an AI-powered sales and marketing platform designed to automate lead capturing, qualification, and nurturing. 

By engaging prospects in personalized, two-way conversations via email and chat, Exceed.ai ensures timely follow-ups and seamless handoffs to human representatives when leads are sales-ready. ​

How Does Exceed.ai's AI SDR Agent Work?

Exceed.ai’s AI Sales Development Representative acts as a tireless virtual assistant, running around the clock to manage the earliest stages of lead engagement. 

As soon as a lead enters the system, the AI jumps into action, initiating personalized conversations via email or website chat, responding to questions, and offering relevant information in real time. 

It then qualifies each lead by asking targeted questions based on your custom criteria, ensuring that only high-potential prospects move forward. 

For those not quite ready to buy, the AI continues the conversation through thoughtful, timely follow-ups, nurturing interest until the lead is sales-ready and then hands it off to human SDRs

Key Features

• Conversational AI - Engages leads in human-like, two-way dialogues via email and chat. ​
• Meeting scheduling - Coordinates and books meetings directly into sales representatives' calendars. ​
• Lead qualification - Automatically assesses and qualifies leads based on customizable criteria.

Pricing

Exceed.ai doesn’t publish its pricing.

You’ll have to contact its sales for details. ​

Pros & Cons

✅ Accurate lead qualification via conversational AI in email, SMS, and chat.

✅ Seamless CRM integrations continuously update and enrich your CRM records.

❌ Difficult initial setup.

8. Outplay

Best for: Multichannel outreach with AI assistance across email, LinkedIn, calls, and SMS.

Who is it for: Outbound sales teams looking to automate workflows and scale personalized engagement across channels.

Outplay is a sales engagement platform that equips SDRs with AI-powered tools to streamline prospecting and boost productivity. 

With support for multichannel outreach, smart workflows, and real-time performance insights, Outplay helps sales teams engage more leads while staying laser-focused on pipeline outcomes.

How Does Outplay’s AI SDR Agent Work?

Outplay’s AI-powered SDR functionality is designed to optimize every stage of outbound engagement. 

It starts with multichannel sequencing, allowing reps to automate outreach across email, phone, LinkedIn, and SMS, ensuring consistent, timely touchpoints without the need for manual follow-up. 

Its built-in AI writing assistant helps craft compelling, personalized messages that match each prospect’s tone and context, cutting down the time it takes to write from scratch. 

Outplay also uses AI-driven lead scoring to surface high-priority contacts based on factors like intent, engagement history, and ICP fit. 

Key Features

• AI-assisted email writing and personalization - This allows you to easily craft tailored emails.
• Multichannel outreach across email, phone, LinkedIn, and SMS - As a result, you can handle all your outreach strategies from a single point of control.
• Smart lead scoring and prioritization - Outplay AI SDR leverages advanced algorithms to recognize high-intent leads at a glance.

Pricing

Outplay has four pricing tiers:

1. Starter: Starting at $49/mo for 5000 active prospects and can go up to $159/mo for 50000 prospects.
2. Growth: $99, everything in Starter, plus unlimited prospects and access to more features
3. Growth Plus: $159/mo, everything in Growth plus more advanced security and team management features.
4. Sales Agency: $224/mo, has agency-designated functionality.

Pros & Cons

✅ Powerful multichannel sequencing with strong AI support.

✅ Easy to use with solid integrations and onboarding resources.

❌ Reporting dashboards are less advanced compared to some other tools on the list.

9. Close

Best for: All-in-one sales engagement with built-in calling, emailing, and automation.

Who is it for: Small to mid-sized sales teams that want a CRM and outreach tool in one platform.

Close is a modern CRM and sales engagement platform that helps outbound sales teams move faster. 

With native calling, emailing, and AI-powered workflows, Close eliminates the need for multiple tools and helps SDRs stay focused on selling.

How Does Close’s AI SDR Functionality Work?

Close blends CRM, outreach automation, and AI assistance into one intuitive platform, making it easy for SDRs to manage their entire sales workflow without switching tools.

Reps can import and organize leads directly within Close, gaining complete visibility into each prospect’s status, activity history, and pipeline stage. 

From there, they can launch multichannel outreach sequences that combine emails, calls, and task reminders, which are all automated and personalized to match each lead’s journey. 

The AI suggests the next best actions, streamlines follow-ups, and optimizes messaging with data-backed templates. 

Key Features

• Native calling, emailing, and SMS - Lets you communicate with leads directly from the platform without needing third-party tools.
• Smart sequences and task automation - Automates multichannel outreach and follow-ups with personalized flows.
• AI-powered follow-up suggestions - Provides intelligent recommendations on when and how to engage leads based on activity history.

Pricing

Close has five pricing plans:

1. Base: $29/seat/month.
2. Startup: $59/seat/month, the first plan to include AI features.
3. Professional: $109/seat/month, more advanced AI features and customization options.
4. Enterprise: $149/seat/month, predictive dialer, sales call coaching, and advanced CRM customization.
5. Custom: Custom pricing for teams of 10+ reps with bespoke needs.

Pros & Cons

✅ Eliminates the need for multiple sales tools.

✅ Intuitive interface with strong automation capabilities.

❌ Lacks deep intent data compared to more specialized SDR tools like Warmly.

10. Reply.io

Best for: Automating multichannel sales outreach with AI assistance.​

Who is it for: Sales teams and agencies aiming to streamline prospecting and engagement across multiple channels.​

Reply.io is a sales engagement platform designed to automate and personalize outreach across various channels, including email, calls, LinkedIn, SMS, and WhatsApp. 

Its AI-powered assistant, Jason AI, improves sales by generating tailored messages, handling responses, and scheduling meetings, thereby increasing efficiency and engagement rates. ​

How Does Reply.io's AI SDR Agent Work?

Reply.io’s AI Sales Development Representative, Jason AI, takes over prospecting and outreach so your team can focus on closing. 

It starts by tapping into a vast B2B contact database to identify and prioritize leads that closely match your ideal customer profile. 

From there, Jason AI generates and sends personalized messages tailored to each contact, engaging them across multiple channels like email and LinkedIn. 

As replies come in, the AI steps in to handle responses by addressing objections, answering questions, and nurturing leads with relevant follow-ups. 

Once a lead is ready to talk, Jason AI schedules the meeting directly into your calendar, creating a seamless handoff to your human reps. 

Key Features

• Multichannel sequences - Automates outreach across email, calls, LinkedIn, SMS, and WhatsApp to engage prospects on their preferred platforms. ​
• AI-powered messaging - Jason AI can generate personalized messages and responses, enhancing engagement and conversion rates. ​
• B2B data access - Access to a database of over 140 million verified contacts that fuels prospecting efforts. ​

Pricing

Reply.io has three pricing packages when it comes to its AI SDRs:

1. AI SDR Starter: Starts from $500/mo for 500 active contacts and can go up to $1500 for 3000 active contacts, includes AI personalization, multichannel automation, etc.
2. AI SDR Growth: Starts from $2500/mo for 5000 contacts and goes up to $5000 for 10000 contacts, includes everything in Starter, plus custom playbooks and a dedicated Slack channel.
3. AI SDR Enterprise: Starts from $15000 for 25000 contacts and can go up to $25000 for 50000 contacts, includes everything in Growth, plus custom prompt engineering.

Pros & Cons

✅ Streamlines the sales process by automating tasks across multiple communication channels.​

✅ Improves personalization by leveraging AI, ensuring communications are tailored to individual prospects, boosting engagement.​

❌ Has a steep learning curve.

Why AI SDR Agents Are a Game-Changer for B2B Sales Teams

B2B sales development has always been equal parts hustle and headache. 

But with AI in the mix, the balance is shifting. More teams are abandoning outdated workflows and giving SDRs (and pipeline targets) a major upgrade.

Here are some of the benefits B2B teams experience when they implement AI SDRs:

They Save Time on Tedious Tasks

Digging through LinkedIn, bouncing between tools, and building spreadsheets is a productivity killer. 

AI SDR platforms automate prospecting by pulling fresh data, qualifying leads, and even enriching contact info in real-time. 

This means your reps spend less time researching and more time engaging.

Hyper-Personalization at Scale

Spray-and-pray emails are officially dead. 

Buyers expect relevant, personalized communication, and AI can help you deliver it at scale. 

AI can do anything from tailoring messaging by persona to inserting highly specific offers based on behavior, helping you turn cold outreach into warm conversations.

They Ensure No Opportunities Slip Through the Cracks

It only takes one missed follow-up to lose a deal. 

AI SDR tools manage follow-up sequencing automatically, so your leads never get lost. 

They track opens, clicks, replies, and intent signals and then fire off the right message at precisely the right time.

Human Reps Can’t Work 24/7 (But AI Can)

Even the best reps need sleep. 

AI sales agents don’t. 

They can trigger outreach instantly when a prospect visits your website or engages with your content, making your timing flawless and your pipeline more predictable.

They Help Scale Outbound Effortlessly

Hiring more SDRs used to be the only way to scale. 

Now, AI lets small teams act like big ones. 

With the right tools, one rep can do the work of five without burning out or dropping the ball.

Not bad, right?

Next Steps: Boost Your Sales Efforts with Warmly

AI SDR agents are quickly becoming the backbone of modern outbound sales. 

From automating outreach to detecting real-time intent and booking meetings while your reps sleep, these tools are changing how B2B teams operate in 2025.

But not all AI SDRs are created equal. Some excel at email personalization. Others are built for multichannel campaigns. And a few - like Warmly - do it all.

If you’re serious about scaling outbound without burning out your team, 

Warmly’s AI SDR agent is one of the smartest, most intent-driven options out there. 

It automates outreach across email and LinkedIn, engages leads the moment they land on your site, and hands off warm conversations to your team at just the right time.

Ready to see it in action? Book a demo with Warmly and see how it can help your sales team close more deals faster, smarter, and with less manual work.

Read More

• AI for Sales Prospecting: How to Use It? [2025] - Learn how AI is being used for sales prospecting in 2025 and discover the best AI-powered platforms for it.
• AI Marketing Agents: Use Cases and Top Tools for 2025 - Wondering what AI marketing agents are and how to best implement them? You’ll find all the info you need in this detailed guide.
• AI in Sales and Marketing: How to Get More Sales? - AI can help you close more deals before you know it - learn how.
• Best 10 AI Sales Agents In 2025 [Reviewed] - Need a sales agent that never sleeps? Find the one that best fits your use case in our in-depth review.
• AI Email Marketing: How To Use It In 2025? - Want to improve open, reply, and click-through rates? AI can help you master the art of email marketing - find out how to leverage it for optimal results.
• 10 Best AI Sales Tools for B2B Teams [2025] - Shortlist of the top 10 AI-powered sales tools to help you find more high-quality leads and close more deals.

AI sales prospecting isn’t some futuristic buzzword anymore.

The future has arrived, and AI has become the engine behind some of the most efficient, high-performing sales teams today.

As someone who’s been deep in the world of sales automation for years, I can tell you that if prospecting still feels like throwing darts in the dark, AI can flip the lights on.

In this article, I’ll show you exactly how to use AI for sales prospecting in 2025.

And I’ll go beyond just flashy tools. Instead, I’ll highlight all the practical ways it can help you:

• Spot better leads.
• Craft smarter outreach.
• Spend less time chasing the wrong people. 

Essentially, I’ll teach you how to turn AI into your behind-the-scenes sales assistant - the kind that never sleeps, doesn’t forget follow-ups, and knows what your prospects care about before you even hit send.

Sounds good? Let’s get into it.

How Is AI Used in Sales Prospecting in 2025?

AI is used in sales prospecting to help sales teams identify, qualify, and engage potential customers more efficiently and precisely than traditional methods. 

Today, AI doesn’t just speed things up. It makes prospecting smarter across levels.

Namely, AI analyzes massive amounts of data in real-time and spots buying signals across channels, allowing sales reps to prioritize the leads that are most likely to convert.

Latest-generation AI-powered tools can handle everything – from surfacing high-fit accounts to generating engaging conversation starters by leveraging advanced AI capabilities such as predictive analytics, natural language processing, and more.

Most importantly, AI enables salespeople to focus on what they do best – building relationships – while the repetitive, time-consuming parts of prospecting happen quietly in the background.

Think of it as moving from fishing with a wide net to fishing with sonar.

You’re still casting, but you know exactly where the fish are and what bait they’ll bite.

What Are the Benefits of Using AI for Sales Prospecting?

Using AI for sales prospecting brings several tangible advantages, especially for teams looking to scale without sacrificing personalization or quality. 

Here are a few benefits that stand out the most:

1. Better lead targeting - Instead of letting you rely on gut instincts and manual research, AI analyzes intent signals, firmographic data, and behavioral patterns in seconds to surface accounts that best match your ideal customer profile.
2. Time saved on research and CRM management - Combing through LinkedIn, news alerts, or CRM entries is incredibly time-consuming. AI can gather, enrich, and organize prospect data automatically, giving reps more time to sell.
3. Prioritization and scoring - Not all leads are equal. AI helps score leads based on likelihood to convert, so reps know where to focus their attention first.
4. Smarter personalization at scale - With natural language processing (NLP) and AI-generated insights, it’s easier than ever to tailor outreach messages that resonate without writing every line from scratch.
5. Continuous learning and improvement - AI tools learn from outcomes. If specific outreach methods work better for certain personas or industries, the system adapts and makes smarter suggestions over time.

Top 10 Use Cases of AI in Sales Prospecting

And now, the thing you’ve all been waiting for: the best AI in sales prospecting use cases.

Namely, AI isn’t just one tool. It’s a toolkit. 

Therefore, it appears in various helpful ways in sales prospecting, from behind-the-scenes data crunching to real-time prospect engagement. 

So, let’s look at the ten most powerful use cases where AI is making a real impact.

1. Automated Hyper-Personalized Outreach

Generic outreach doesn’t cut it in 2025. 

This is precisely where AI steps in.

AI can scan a prospect’s online presence - including social posts, company news, job history, and more - and generate personalized messaging that speaks directly to their role, goals, and challenges. 

For example, tools like Warmly combine the power of AI and granular intent data to let you create a 24/7 present SDR that starts hyper-personalized conversations with your hottest leads across channels.

Namely, Warmly leverages sophisticated algorithms to identify your website visitors and detect the ones most likely to convert right now based on the intent signals they left throughout the web, on your owned and third-party channels.

Then you can pair Warmly with 11x’s AI SDR agents that ensure that your hottest leads will be engaged in a way that’s sure to resonate with them.

Here’s how this works.

First, Warmly pulls all the relevant data on each identified website visitor, from intent insights to detailed B2B information.

11x’s AI SDR agents then use that data to craft perfectly tailored emails or LinkedIn messages that stand out, mentioning things like recent company announcements or referencing the pages they visited on your website.

The result? 

Better open rates, more replies, more meetings, and ultimately more conversions.

2. Automated Lead Enrichment

Researching every lead manually is tedious and inconsistent, requiring hours of digging through every relevant and available online source.

AI transforms this process by automatically pulling in key data from reliable public sources, company websites, social profiles, and third-party databases, enriching lead records in your CRM with job titles, industry info, tech stack, and more. 

Moreover, thanks to its ability to analyze large data volumes in seconds, AI ensures your data is validated and accurate.

Warmly, for example, enriches every identified website lead with several different types of data, including:

1. Firmographics data.
2. CRM and sales engagement data.
3. Technographic data.
4. Demographic data.
5. Website and third-party intent data.

Not only does this save hours of grunt work, but it also equips sales teams with rich context that leads to more relevant outreach.

3. Intent Data Monitoring

AI can track digital breadcrumbs that indicate a prospect’s interest in your product or solution even before they’ve visited your website. 

This is something Warmly does.

In addition to tracking your website visitors’ on-site activity, it gathers intent signals they left across the web, such as the content they consumed, keyword searches, review site activity, or competitor page visits.

By doing this, Warmly’s AI algorithms help you identify prospects who are actively researching and comparing solutions similar to yours.

This gives your reps the chance to reach out at precisely the right moment - when your leads’ interest is at its highest and the competition hasn’t yet won them over.

4. Smart Prospect List Building

Building prospect lists manually can feel like searching for needles in haystacks. 

AI tools simplify this by using your ideal customer profile to automatically identify and compile lists of high-fit accounts and contacts. 

They don’t just match based on industry or job title. 

Instead, they consider factors like growth trajectory, hiring trends, recent funding, and digital activity, so you’re targeting companies that actually need what you’re selling.

For example, Warmly’s Orchestrator is designed to make your prospecting smarter by monitoring for leads that both match your ICP and show high intent.

However, it takes it further than just creating detailed prospect lists. Instead, it includes prospects who are a good match for automated outreach sequences.

You can fully configure this feature to make it fit your goals, including setting up parameters like:

• The criteria that make a lead qualified for outreach (high intent, ICP criteria, etc.).
• The action that triggers the outreach sequence (visit to a high-intent page on your website, specific interaction with the chatbot, etc.).
• The number of leads you want to include from a specific account and the frequency at which you want the cadences to be run.
• The specific outreach sequence (LinkedIn or email outreach).

As a result, the Orchestrator will constantly watch out for prospects who are a good fit for your outreach efforts, automatically adding them to hyper-personalized sequences bound to resonate with them.

5. Lead Scoring and Prioritization

AI takes the guesswork out of lead prioritization by analyzing hundreds of data points, such as past engagement, firmographics, CRM activity, and even intent signals, to predict which leads are most likely to convert. 

As I explained in more detail when breaking down how AI-powered hyper-personalized outreach works, using AI for lead prioritization means that sales reps get a precise, ranked list of leads based on actual conversion potential instead of relying on gut instinct or basic filters.

Warmly can give you a hand with lead scoring, too.

The platform monitors both your leads’ research intent (i.e., the topics they research on the web, interactions with competitors’ ads, websites, etc.) and their on-site behavior, using those insights to automatically identify surging and heating accounts. 

The result? More time spent with hot prospects and less time wasted chasing low-fit leads.

6. AI-Powered Chatbots for Pre-Qualification

Modern AI chatbots go way beyond basic scripts. 

They can hold nuanced, real-time conversations with website visitors, ask smart qualifying questions, and determine if someone is a good fit before routing them to a rep or booking a meeting.

These bots learn over time, adapting their responses based on user behavior, so they continuously improve at identifying sales-ready leads. 

Take Warmly’s AI Chat, for example.

It’s powered by a fully trainable and customizable NLP AI model that you can train to:

• Maintain a certain brand tone of voice.
• Engage only high-intent leads or all leads who land on your website.
• Ask qualifying questions (“What brings you here?”, “How can I help?”, etc.).
• Provide relevant, contextual answers to queries.
• Offer collaterals.
• Book meetings.
• Loop in human reps and more.

It's like having a 24/7 sales agent on your site that never needs coffee breaks.

7. Follow-Up Automation

Following up is essential, but doing it manually can get messy fast. 

AI tools can track each lead’s behavior (like email opens, link clicks, or calendar no-shows) and then trigger perfectly-timed follow-up messages based on that activity. 

Some prospecting tools can even adjust tone, content, or urgency depending on how a prospect has interacted previously. 

This means more consistent follow-up, fewer dropped leads, and a smoother handoff from interest to engagement.

Pro Tip: Warmly’s Orchestrator can be used for top-to-bottom outreach sequences, meaning it can handle both initial outreach and follow-ups, which you are free to spread out as you see fit.

Try it yourself 👇or watch it in action. 

8. Voice and Call Analytics

Prospecting calls are full of valuable insights, provided you have time to listen to them all. 

AI can analyze conversations in real time or after the call, flagging key phrases, emotional tone shifts, objections, and competitor mentions. 

Why is this so important?

Reps get feedback on what’s working in their pitch, while managers can spot coaching opportunities or deal with risks early, which can help you refine your prospecting and outreach strategies across levels.

It’s like having a personal conversation analyst who helps sharpen your messaging with every call.

9. CRM Data Clean-Up and Management

Let’s be honest - most CRM systems are a mess. 

Over time, they fill up with duplicate contacts, outdated job titles, missing fields, and records that no one remembers entering. 

And when your data is cluttered or inaccurate, it drags down your entire sales process—outreach becomes misaligned, segmentation breaks down, and forecasting gets fuzzy.

AI helps by automatically identifying duplicate records, merging redundant entries, filling in missing fields, and even suggesting updates when contact info changes, acting like a silent assistant that’s constantly tidying up your digital workspace.

Here’s how it works:

• Duplicate detection and merging: AI identifies duplicate records - even when names or emails are slightly different - and merges them while preserving relevant info.
• Real-time updates - When a lead changes jobs, gets promoted, or their company switches tech stacks, AI tools can detect those changes and update records automatically using third-party sources and public data.
• Field completion and enrichment - Missing fields like job title, industry, company size? AI can auto-fill them by pulling in verified data, so you don’t have to rely on reps to do it manually.
• Data accuracy alerts - Some systems even flag inconsistencies or outdated info, prompting you to verify before taking action.

As a result, you get a clean, well-organized CRM that reflects what’s actually happening in your market without requiring your sales team to babysit the database. 

That means faster segmentation, better targeting, more accurate reporting, and fewer emails sent to inaccurate addresses.

10. Opportunity Prediction and Forecasting

At its core, opportunity prediction is about understanding which deals in your pipeline are most likely to close - and when.

In traditional sales forecasting, reps or managers often rely on gut feelings or basic pipeline metrics (like deal stage or lead source). 

The problem? It’s subjective and often inaccurate.

AI flips the script by using machine learning to analyze patterns across historical sales data, CRM activity, engagement signals, rep performance, and even market conditions. 

It looks at past deals - both wins and losses to spot subtle trends humans might miss. 

For example, AI might discover that:

• Prospects who respond within 24 hours of a first email have a 40% higher close rate.
• Deals involving multiple stakeholders tend to stall at a specific stage.
• Certain reps consistently close more when they follow up within 3 days.

Based on these insights, AI assigns probability scores to open opportunities, helping you forecast not only which deals are likely to close but also how soon, how much, and where risks might lie.

This is hugely valuable because it enables sales leaders to:

• Improve forecast accuracy (great for reporting and planning).
• Focus rep efforts on high-probability deals.
• Spot and address at-risk opportunities earlier.
• Allocate resources more effectively across the pipeline.

So, instead of a static pipeline review or subjective forecast call, you’ve got a dynamic, data-driven view of your entire deal flow.

And that’s a real game-changer for sales and marketing strategy and execution.

The 4 Best AI Tools for Sales Prospecting

There are plenty of AI tools out there, but not all of them are explicitly designed with prospecting in mind. 

I picked four standout tools in 2025 that solve different parts of the sales prospecting puzzle, so let’s take a closer look at each.

1. Warmly - Best for Prioritizing Hot Leads and Engaging Them in Real-Time

Warmly is a revenue orchestration platform that lets you identify website visitors, detect high-intent leads among them, and engage them while their interest is at its peak.

It has several features that enable you to optimize both your prospecting and outreach, such as:

• Tracking intent signals and B2B data to provide sales reps with a 360-degree view of each lead.
• Orchestrator and 11x’s AI SDRs that pick up high-intent leads and include them in personalized outreach sequences.
• AI Chat that automatically engages high-value leads and pushes them down your sales funnel.
• Lead routing and alerts that reduce time to lead, ensuring each lead will be engaged and nurtured promptly.
• Live Video Chat that enables you to hop on video calls while your leads are still on your website.

This combo of features allows you to create a well-oiled sales pipeline of warm leads, ensuring no high-value opportunity falls through the cracks.

Pricing

Warmly offers a free forever plan that allows you to reveal up to 500 monthly visitors, set up ICP filters to quickly identify high-quality leads, and automate basic lead routing.

If you need more, there are three tiers to choose from:

1. Data Only: Starts at $499/mo when billed monthly or $4,000 when billed annually, lets you identify up to 5,000 monthly visitors, first-party intent signals, alerts, and access to Warmly’s B2B prospecting database.
2. Business: Starts at $19,000/year for up to 10,000 visitors or $45,000/year for up to 75,000 visitors, everything in Data Only, plus third and second-party signals, sales orchestration, AI Chat, and lead routing.
3. Enterprise: Custom pricing, custom number of visitors, everything in Business, plus custom signals and warm calling.

2. Clay - Waterfall Lead Enrichment

Clay is a flexible, no-code prospecting tool that lets sales teams build custom lead workflows using dozens of enrichment sources - all in one place. 

What makes Clay unique is its ability to run waterfall enrichment sequences, meaning it can automatically pull data from multiple providers in a prioritized order until all necessary lead details are filled in.

You start by importing or generating a list of leads (from LinkedIn, job boards, domains, etc.), and then configure Clay to enrich that data using a “waterfall” method: if the first source doesn’t have an email or phone number, Clay automatically checks the next source, and so on. 

This eliminates the need to manually cross-check different tools, as Clay handles it behind the scenes and keeps everything centralized in a single, clean interface.

Some of its best features include:

• Waterfall enrichment - Set up prioritized enrichment sequences using sources like Clearbit, Dropcontact, Hunter, and more, and Clay will go down the list until it finds the missing data.
• Custom prospecting workflows - Visual workflow builder lets you create logic-based workflows to identify, filter, and score leads with conditional rules, tags, and triggers.
• Seamless integrations with various CRM and outreach tools - This lets you create all kinds of data and outreach workflows to boost your team’s productivity.

Pricing

Clay has a free forever plan that provides 100 monthly search credits and limited access to its essential features.

If you need more, you can choose from 4 paid plans:

1. Starter: $149-$229/mo.
2. Explorer: $349-$699/mo.
3. Pro: $800-$2,000/mo.
4. Enterprise: Custom pricing.

You can try its Pro plan for free for 14 days.

3. Bombora – For Buyer Intent Monitoring and Early-Stage Prospect Discovery

Bombora is a B2B intent data platform that helps sales and marketing teams identify which companies are actively researching topics related to their product or service, even before those companies reach out or fill out a form.

Namely, Bombora tracks content consumption behavior across a cooperative network of 5,000+ B2B content publishers.

When a company shows a spike in research activity around specific topics (called a "surge"), Bombora flags that account and assigns it an intent score. 

These surges signal increased interest in your category or a competitor's solution, giving you a clear heads-up on where to direct your prospecting efforts.

This is incredibly powerful in sales prospecting because you’re not just guessing who might be a fit - you’re targeting buyers who are already in-market. 

Bombora integrates with CRMs and platforms like Salesforce, HubSpot, and LinkedIn, so reps can see real-time intent data layered on top of existing accounts or net-new prospects.

Pro Tip: Warmly has an integration with Bombora, meaning you’ll get access to in-depth third-party intent data simply by subscribing to Warmly.

Some of its best features include:

• Company Surge Intent Scoring - Detect which companies are “surging” in interest around your solution based on content consumption patterns across the web.
• Topic clusters & customization - Choose from thousands of B2B-relevant topics or create your own clusters based on your unique product category.
• CRM & ABM platform integrations - Push intent data directly into your CRM, MAP, or ABM platform to dynamically trigger outreach or prioritize accounts.

Pricing

Bombora chose not to publish prices or details about its packages.

You can request a demo or contact its sales for more details.

4. Clari – For Opportunity Forecasting and Pipeline Visibility

Clari is an AI-powered revenue platform that provides deep visibility into your sales pipeline and uses predictive analytics to accurately forecast deal outcomes. 

Sales leaders widely use it to guide decision-making, but it’s also incredibly useful for reps during prospecting.

Clari syncs with your CRM, email, calendar, call data, and engagement platforms to continuously analyze deal activity and engagement signals.

When it comes to sales prospecting, Clari shines by highlighting which accounts are warming up, where there's momentum, and where deals are likely to stall based on actual behaviors, not just pipeline stage.

It can surface overlooked or under-engaged accounts that show early buying signs, giving reps a signal to re-engage or prioritize. 

Meanwhile, at the management level, it improves forecast accuracy and removes the guesswork from pipeline reviews.

Its key features include:

• AI-powered forecasting - Accurately predicts revenue outcomes using machine learning models trained on your historical sales data.
• Deal inspection & health scoring - Lets you see which deals are progressing, which are stuck, and why, using engagement signals like emails, calls, and meeting frequency.
• Revenue leak detection - Identifies where deals (or prospects) are falling through the cracks so teams can intervene early and rescue pipeline opportunities.

Pricing

Clari doesn’t disclose its price or information about any distinct product packages.

You have to contact their team for a quote.

Next Steps: Master Sales Prospecting With Warmly

AI sales prospecting in 2025 isn’t just about efficiency. It’s about precision, timing, and relevance. 

Throughout this article, we’ve explored how AI helps uncover the right leads, craft meaningful outreach, and automate all the tedious tasks that slow reps down. 

From lead enrichment to intent tracking and hyper-personalized engagement, one thing is clear: AI is no longer optional - it’s foundational.

That’s exactly where Warmly comes in. 

Whether you’re looking to instantly identify high-intent website visitors, automate real-time follow-ups, or orchestrate entire outreach sequences with AI SDRs, Warmly gives you everything you need to run a smarter, faster, and more personalized prospecting engine.

Ready to stop chasing cold leads and start closing warm ones?

Sign up for Warmly’s free plan to start identifying and engaging high-intent leads today.

Or book a demo to see it in action.

Read More

• AI Marketing Strategy: Top Use Cases and Tools - Learn how to use AI to refine and optimize your marketing strategies.
• AI for Sales: Best Tools & Tips [2025] - AI can significantly improve your sales efforts. Find out how in this in-depth guide.
• 10 Best AI Lead Generation Tools for B2B Teams [2025] - Find the best AI tool to boost your lead generation tactics in no time.
• 10 Best AI Marketing Tools for B2B Teams [2025] - Need an AI-driven tool for your marketing team? Check out this hand-picked list of the top 10 platforms for various use cases.
• B2B Prospecting: Ultimate Guide for 2025 - All you need to know to master the art of B2B prospecting.
• AI Lead Generation: How to Use AI to Get More Leads - The title says it all - learn how to leverage AI to create a solid warm sales pipeline.

When people ask me what warm outbound is, I usually start by saying: 

It’s the middle ground between the spray-and-pray cold outreach that nobody likes and the magical world of inbound leads that come knocking on your door. 

Warm outbound is all about reaching out to prospects who already have some awareness of your brand, your content, or maybe even your product, but just haven’t taken that next step yet.

And if there's one thing I've learned in years of tackling various outreach strategies, it’s that warm outbound is one of the most underrated weapons in the B2B sales and marketing toolkit. 

It’s not magic. It’s not spam. It’s thoughtful, timely, and - when done right - surprisingly effective.

In this article, I’m going to break down:

• What warm outbound actually is (because trust me, there’s a lot of confusion out there).
• Why it works better than traditional cold outreach?
• How you can build a warm outbound system that actually gets replies, not just opens. 

No fluff, no generic tips, just practical strategies, real examples, and a few things I’ve learned the hard way so you don’t have to.

Ready? Let’s go!

What is Warm Outbound?

Warm outbound is a targeted outreach strategy where you engage leads who are already familiar to an extent with your brand, product, or content. 

These leads aren’t strangers - maybe they’ve visited your site, downloaded a lead magnet, liked a LinkedIn post, subscribed to your newsletter, or interacted with your team at an event. 

The key difference is that you're not reaching out cold; you’re reaching out in context.

Think of it this way: warm outbound is like walking up to someone at a party who’s been nodding to your conversation from across the room. 

They may not be in your inner circle yet, but they’re already tuned in, and that makes all the difference.

In practice, warm outbound might look like:

• Following up with someone who downloaded your case study last week.
• Reaching out to a LinkedIn connection who’s been engaging with your posts.
• Emailing someone who started a free trial but never activated it.
• Sending a personalized message to a webinar attendee you haven’t heard from since.

So, simply put, warm outbound means you’re not starting from scratch. 

You’re picking up a thread that already exists, which makes the outreach feel more relevant, personal, and less intrusive.

Warm Outbound vs. Cold Outbound: What Are the Differences?

Let’s clear this up because the terms often get tossed around like they’re interchangeable when they’re actually completely different.

Cold outbound is when you reach out to someone who has no clue who you are. 

They haven’t engaged with your brand, didn’t ask for your email, and were not expecting to hear from you. 

That’s why cold outreach needs to be ultra-targeted and creative while often having lower response rates - it’s a much tougher crowd you’re trying to win over.

Warm outbound, on the other hand, involves people who are already in your orbit. Maybe not ready to buy yet, but aware of you. 

Your name rings a bell. You’re not a complete stranger. That tiny shift in awareness can drastically change how your message is received.

To put it bluntly:

1. Cold outbound feels like knocking on a stranger’s door.
2. Warm outbound feels like following up with someone who waved at you last week.

Which one would you be more likely to respond to?

What Are the Benefits of Warm Outbound?

Warm outbound isn’t just a “nicer” way to do outreach. It’s a smarter one. 

Here are a couple of reasons why:

1. Higher response rates - When people already recognize your name or company, they’re more likely to open, read, and respond. It’s simple psychology.
2. Better personalization opportunities - Because you have context (what your leads read, clicked, watched), you can tailor your message to meet them where they are.
3. Shorter sales cycles - These leads are usually further along the buyer’s journey than a cold lead. You’re not educating them from scratch, just nudging them forward.
4. Stronger brand perception - Warm outreach shows that you’re paying attention. It feels more helpful than pushy, which builds trust even if they don’t convert right away.
5. More efficient use of sales time - Your reps are spending less time explaining who you are and more time focusing on value-driven conversations.

How Can You Implement Warm Outbound in Your Sales Process?

Now that we’ve defined what warm outbound is and why it works, let’s get into the good stuff: how to actually do it.

Implementing warm outbound in your sales process isn’t about adding a random email here and there.

It’s about building a repeatable system that turns passive interest into meaningful conversations without coming across like a sales robot.

Below is the step-by-step playbook I’ve used (and refined) over the years to make warm outbound work in real-world sales teams.

1. Start with the right signals: Identify warm leads

The first step is figuring out who your warm leads actually are. 

Not all contacts are equal, and not every action is a buying signal. You're looking for intent + engagement.

Examples of warm signals to look for:

• Downloaded gated content (ebooks, case studies, whitepapers).
• Attended a webinar or event.
• Visited your pricing or product pages multiple times.
• Opened and clicked through your marketing emails.
• Engaged with your social content (especially comments or shares).
• Signed up for a free trial or demo but didn’t convert.
• Asked a question via chatbot or live chat.
• Added items to a cart (for product-led companies) but didn’t complete checkout.
• Replied to or forwarded marketing emails.

Tools like Warmly can help you track these intent signals easily.

Warmly identifies your website visitors - both individual stakeholders and company accounts - and enriches each with detailed B2B and intent data.

This means the platform unearths all the relevant buying signals your website visitors left on-site, including everything I mentioned above, from recurring visits to pricing pages to interacting with your chatbot.

Warmly takes it one step further by picking up intent signals your leads left beyond your owned channels, including:

• Web searches that include keywords relevant to your product.
• Visits to competitors’ websites.
• Social signals (i.e., pulling top industry conversations, lists of accounts posting ot interacting with content relevant to your product, etc.).

As a result, you’ll get a 360-degree view of each lead’s intent, including both first- and third-party warm signals, meaning you’ll be able to discern more precisely which leads are most interested right now.

2. Segment and prioritize based on intent

Warm leads exist on a spectrum. 

Someone who downloaded your ebook two months ago is not as hot as someone who just looked at your pricing page twice today. 

You want to prioritize based on recency and behavioral intent.

I like to use a basic framework here:

• High intent – Free trial signups, pricing page views, demo requests that dropped off, recurring visits, researching competitors, etc..
• Medium intent – Webinar attendees, case study downloads, high email engagement, visits to case studies/feature pages.
• Low intent – Light engagement, older content downloads, social interactions.

With Warmly, you can segment leads with more precision, as the platform lets you take into account both intent data and ICP criteria, allowing you to score leads based on:

1. How well they fit your ICP profile.
2. Their engagement intent levels.

Remember - focus your outbound effort first on high- and medium-intent leads. 

You’ll get more traction faster, and it gives your reps the confidence that they’re not chasing dead ends.

3. Personalize your outreach (but don’t overdo it)

This is where a lot of folks either phone it in or spend 30 minutes writing a single email. 

Neither approach scales. The trick is lightweight personalization with meaningful relevance.

The best way to ensure you’ll hit that sweet spot is to use cutting-edge technology to help - AI.

Warmly’s Orchestrator is an AI-driven feature that lets you put warm outbound outreach on autopilot.

The Orchestrator picks up hot leads based on the criteria you define (high intent + good ICP match) and includes them in hyper-personalized outreach sequences.

It leverages the data Warmly has on each lead - both intent insights and B2B information - to craft messaging that will resonate with every recipient.

You can choose between LinkedIn or email outreach sequences - whichever you opt for will be tailored to every lead’s past engagement and interactions with your website and their overall intent.

Try it yourself 👇or watch it in action. 

For example, if they visited your pricing page, the Orchestrator may shoot an email that looks like this:

Subject: Ideas after your visit to [Product]’s pricing page

Hey [First Name],

Noticed you were checking out our pricing page yesterday, so I figured I’d reach out directly.

We’ve worked with a few companies like [Their Company] to [insert relevant benefit or outcome], and I’d be happy to share what we’ve learned.

Would it make sense to connect for 10–15 minutes this week?

Best,

[Your Name]

Short, to the point, respectful, and, most importantly, personalized to the smallest details.

The best part about the Orchestrator is that it is fully customizable, meaning you can configure everything that matters, including:

• The trigger, i.e., the action that sets the sequence in motion (e.g., visit to your pricing page).
• The visitors it engages with (only those who meet the criteria you specify, such as high intent and good ICP match).
• The maximum number of leads included from each account.
• The frequency at which it runs its campaigns.

As a result, you get a 24/7 present SDR that reaches out to high-intent leads via channels they’re most likely to respond to, when they’re most likely to respond.

4. Use automation - but only where it makes sense

As I explained above, warm outbound can (and should) be partially automated, but don’t turn it into a mindless sequence machine. 

The key is scaling thoughtfully, not blasting blindly.

Where automation works well:

• Triggered follow-ups based on behavior (e.g., “3 days after webinar, send this email”).
• Lead scoring and alerts when someone hits a key milestone.
• Reminders to reps when a warm lead is ready for outreach.

With Warmly, you can set up automated lead routing and alerts in addition to Orchestrator’s workflows.

For example, you can set up Slack and/or email alerts that notify your reps when a lead takes an action you qualify as high-intent (e.g., a lead that matches your ICP lands on your pricing page or interacts with a chatbot in a relevant way).

This significantly reduces time to lead, allowing reps to tune into leads’ web sessions in real-time and monitor how they interact with your website.

Moreover, you can set up auto lead routing, meaning that every high-intent lead will be automatically assigned to the most fitting SDR.

Remember, automation works best when you leave room for reps to jump in manually if needed, and Warmly lets you do exactly that.

5. Leverage face-to-face communication when possible

Although chatbots and AI-driven automation can achieve a lot on their own, sometimes your leads need human interaction to make that final step.

That’s why Warmly includes a Live Video Chat option in its offering, as it allows you to hop on a video call with leads while they’re still on your website.

When you go to the “Warm Calls” section of Warmly’s dashboard, you’ll see all the accounts visiting your website right now.

There, you can see all the data Warmly pulls on them and monitor how they interact with your website in real-time.

Once you detect high-intent leads based on your personal scoring system (like the one I gave as an example above), you can initiate a video call straight from Warmly’s dashboard.

This allows you to put a face to your brand, further engage and nurture leads, and, ultimately, close more deals.

Try it out here:

6. Sync your sales and marketing teams

This part often gets overlooked, but it’s essential. Your warm outbound strategy only works if marketing and sales are aligned around:

1. What counts as a qualified warm lead
2. When a lead is ready for sales outreach
3. What messaging is appropriate based on the funnel stage

This is where shared definitions and regular feedback loops come in. 

Sales should be telling marketing, “Hey, these MQLs are solid,” or “We need more context in the CRM.” 

Marketing, on the other hand, should be surfacing intent data regularly so reps can strike while the lead is warm.

The result?

A well-oiled lead generation machine.

Next Steps: Identify and Convert More Warm Leads with Warmly

Warm outbound is the sweet spot between cold outreach and inbound—a space where timing, context, and intent collide. 

Throughout this article, we covered what warm outbound is, why it works, and how to build a strategy that drives conversations and closes deals.

But here’s the thing: to really make it work, you need visibility. You need to know who is showing interest, what they’re engaging with, and when to reach out. That’s where Warmly comes in.

From identifying high-intent leads and prioritizing them based on real-time signals to triggering hyper-personalized outreach with the Orchestrator and hopping on a Live Video Chat while prospects are still on your site, Warmly gives you the complete toolkit to turn passive interest into booked meetings.

Ready to make your outbound smarter?

Sign up for Warmly’s free plan or book a demo and find out what Warmly can do for your pipeline first-hand. 

Read More

• Outbound Lead Generation: Top Strategies from Experts: In-depth guide into the art of outbound lead generation.
• Inbound Lead Generation: Top 10 Strategies from Experts: Master inbound lead generation with our top 10 tactics.
• What is Demand Generation - A Comprehensive Guide: Heard the term demand generation but aren’t sure what it means? This article guides you through all the nuances of this marketing strategy.
• Targeted Lead Generation: What Is It and How to Do It?: Better targeted lead generation efforts result in more quality leads. Find out how to create your own killer strategy.
• AI Marketing Strategy: Top Use Cases and Tools: Learn how to optimize your marketing strategies by leveraging the latest-gen AI tools.
• AI for Sales: Best Tools & Tips [2025]: Detailed guide on how to best implement AI into your sales tactics.

We researched dozens of sales intelligence tools, reviewed verified reviews on G2, and talked to sales reps to build a complete list of the 10 best HockeyStack alternatives in 2025.

In this guide, we will cover each tool’s features, pricing, pros/cons, and use cases to help you make an informed decision.

Why Look For HockeyStack Alternatives?

HockeyStack has received praise for its advanced attribution modelling, cross-platform reporting, and best-in-class customer support.

Despite that, some users and our in-house experts have noted some drawbacks of the platform: ⤵️

#1: Limited Integrations

One of the downsides of HockeyStack for users has been its limited integrations.

Some teams had to wait for the platform to be built for them so they could use the platform alongside their existing software.

‘’If there is no specific integration built for a tool, it might take a couple of days for them to build it. However, they don't charge you for it.’’ – G2 Review.

#2: Limited out-of-the-box features and customization

While HockeyStack is praised for its flexibility and customizability, this comes at the cost of readily available out-of-the-box features.

Users of the platform have mentioned that the platform requires significant manual configuration and customization to align with their needs.

‘’The problem of being a super flexible and customisable tool is that there aren't a lot of out-of-the-box features. Everything needs to be built from the ground up, including segmentations, goal definitions, touchpoints, etc.’’ – G2 Review.

#3: Time-consuming deployment with a steep learning curve

One of the most frequently cited drawbacks of HockeyStack is its steep learning curve, especially during the initial setup and deployment.

Several user reviews on G2 highlight the time-consuming nature of setting up the platform and the effort required to understand its logic for reports, filters, and segments.

‘’Set up is a huge learning curve. Lily was amazing in helping us! But even if you get a great CSM, it took weeks for things to work to "click". If you are the one setting up the tool, be prepared to block off your calendar for at least a week to fully dive in.’’ – G2 Review.

What are the best HockeyStack alternatives on the market in 2025?

Here are the best HockeyStack alternatives in 2025 that make up for the platform’s weaknesses:

 #1: Warmly: A signal-based revenue orchestration platform that combines several capabilities into one powerful lead-capturing and converting mechanism.

 #2: 6sense: Identify accounts on your website that your sales team can reach out to.

 #3: Demandbase: Identify and target the right prospects with the right message to support ABM campaigns.

 #4: Factors AI: Get detailed marketing attribution.

 #5: Attribution: Track marketing metrics on a granular level from multiple sources.

 #6: Visitor Queue: Identify website visitors and personalize your website to them in real-time.

 #7: UnifyGTM: Access multiple intent data sources and combine them with AI agents.

 #8: Marketo Measure: Optimize your marketing budget and measure campaign impact on revenue.

 #9: Salespanel: Ideal for sales and marketing teams looking to put lead scoring on autopilot.

 #10: Dreamdata: Automatically collect, model, and activate B2B GTM data to get a 360 view of every customer journey.

#1: Warmly

Warmly offers the best HockeyStack alternative as it provides you with the most accurate, real-time, person-level de-anonymization data and signal tracking.

Our platform helps you identify your warmest leads and reach out to them immediately with our engagement features.

Disclosure: Even though Warmly is our sales intelligence software, I’ll aim to provide an unbiased perspective on why Warmly offers the best HockeyStack alternative in 2025.

Warmly is a signal-based revenue orchestration platform that lets you:

• Identify website visitors.
• Reveal which visitors are most likely to convert right now.
• Gain quality insights into prospective customers, allowing your sales reps to tailor their strategies accordingly.
• Automate essential sales processes on top of buying intent signals.

Let’s look at some features that make Warmly so popular among GTM teams worldwide:

Feature #1: Identifies website visitors and reveals their buyer intent

Similar to HockeyStack, Warmly identifies both companies and individuals visiting your website.

Every identified lead is enriched with granular B2B data that helps your sales reps determine which of them fit your ICP profile and tailor their approach accordingly, including:

• Contact details (company and personal names, email addresses, LinkedIn profiles, phone numbers, etc.).
• Firmographics (location, industry, size, etc.).
• Technographics (the technology and software a company primarily uses).
• Demographics (individual job roles, seniority, etc.).
• CRM data (past interactions with your reps, won and lost deals, former champions, etc.).

However, that’s not all. 

Warmly also tracks intent data, translating it into actionable insights your sales team can leverage to detect leads most likely to convert right now.

Warmly detects several types of intent data, such as:

1. First-party intent: This includes intent signals that the leads left in your channels (website, app, etc.), such as website visits, the specific pages they visited, time spent on high-intent pages, recurring visits, etc.
2. Second-party signals: These come from monitoring LinkedIn for things like job change intent, new funding rounds, etc.
3. Third-party intent: This includes the intent signals your leads left across the web, such as web searches that include keywords relevant to your product, visits to competitors’ websites or interactions with their ads, etc.

But why is this so important?

With intent data, your SDRs can identify and prioritize your hottest leads from the start instead of wasting their efforts on cold or low-value leads.

As a result, you’ll experience more conversions and ROI before you know it.

Check out our product walkthrough to learn more about Warmly’s features in use:

‎

Feature #2: Sales automation

Warmly has several automation features to help you put essential sales operations on autopilot and ensure that no high-value lead is missed again.

Firstly, the Orchestrator lets you streamline LinkedIn and email outreach by automatically adding high-intent leads to specific sequences.

Our platform allows you to set up all the essential parameters, enabling you to completely customize it to fit your needs, goals, and target market, including letting you:

• Specify the trigger that sets the sequence in motion (e.g., a visitor goes to a high-intent page, such as pricing).
• Define the criteria the visitor needs to meet to be targeted (e.g., company size, industry, job role).
• Set up the frequency at which you want the workflows to run and the maximum number of people targeted in a single account.
• Decide what action you want the Orchestrator to take (e.g., sending a contextual email, personalized LinkedIn DM, or connection request).

Try it yourself 👇or watch it in action. 

Then there’s the AI Chat that leverages the power of AI to engage high-intent leads on your website by:

1. Asking them qualifying questions.
2. Answering their queries.
3. Booking meetings.
4. Offering relevant collaterals, etc.

The AI that powers AI Chat is fully trainable, meaning you can tailor it to your specific brand tone of voice and other requirements.

Finally, Warmly’s automated alerts notify sales reps via Slack whenever a high-intent lead lands on your website or takes a high-intent action. This significantly shortens the time to lead, increasing your chances of getting more conversions.

Note: On Warmly’s Business plan and above, you can also automate lead routing using the round-robin method or set up any other criteria by which you want leads to be distributed.

Feature #3: Live lead engagement

Warmly has another trick up its sleeve against HockeyStack for users who want to make the most of the traction gained by the intent insights the platform uncovers.

Namely, Warmly lets you engage your leads in a live video call while they’re still on your website.

When you go to the “Warm Calls” section of Warmly’s dashboard, you can see who’s visiting your website and monitor their sessions in real-time.

Once your reps assess the time is right, they can hop on a video call straight from Warmly’s dashboard.

As any sales rep knows, nothing can help you close more deals than one-on-one meetings, so make sure to make the most of them.

Note: The Live Video Chat feature is available only on Warmly’s Enterprise plan.

Try it out here:

Feature #4: A B2B Prospect Database: Coldly

Warmly’s Coldly, a database with 200M+ accounts and contacts, gives your sales team an excellent starting point for prospecting.

Coldly includes all the B2B data your sales reps need to make initial contact, including:

• Validated emails.
• Phone numbers.
• LinkedIn profiles.

Our database also provides 25+ B2B filters and customizable data filters that you can set up, enabling your sales team to build highly targeted prospect lists in a few seconds.

Coldly also has a browser extension that lets you scrape essential B2B contact data from any source on the web, including LinkedIn profiles, company websites, etc.

Your team will have both accurate contact data and the right tools to pick up buyer intent signals and set up workflows on top of them.

Warmly’s Integrations

Unlike HockeyStack, Warmly integrates with a wide range of platforms, including:

• OpenAI.
• Slack.
• Apollo.
• Outreach.
• Demandbase.
• 6sense.
• Clearbit.
• People Data Labs.
• And more.

In addition to deep integrations with several lead intelligence platforms, Warmly provides a Warm Bundle—partner discounts for over 25 sales, marketing, and GTM tools.

This way, you can access many relevant tools and combine them with Warmly at a fraction of their usual price.

What Is The Difference Between Warmly & HockeyStack?

The biggest differences between Warmly and HockeyStack come down to data quality and sales automation features.

Warmly does person-level de-anonymization from any source. Our platform also quality checks all of our data and signals using 10+ data providers. 

Our platform sets the standard for the de-anonymization of data quality for the industry.

We invest over $1m per year in data providers and pass the return on that investment directly to our customers.

Moreover, Warmly offers real-time engagement features, such as our contextually-aware AI Chat that helps you automatically engage and qualify leads, instead of identifying them and reaching out to them at a later time.

Pricing

Unlike HockeyStack, Warmly offers a free forever plan that allows you to identify up to 500 companies and individuals visiting your website per month.

In addition to that, you can set up ICP filters to quickly identify high-quality leads and automate basic lead routing.

However, you wouldn’t get access to the AI sales agent capability with 11x on the free tier.

There are three paid tiers to choose from to access the AI sales agent:

1. Data Only: Starts at $333/mo when billed annually or $499/month when billed monthly, and includes unlimited seats, 5,000 monthly visitors revealed, first-party intent signals, alerts, and access to Warmly’s prospecting database.
2. Business: Starts at $19,000/year for up to 10,000 visitors or $45,000/year for up to 75,000 visitors, which includes second-party signals, sales orchestration, and lead routing.
3. Enterprise: Custom pricing, which lets you identify a custom number of visitors, includes everything in Business, plus custom signals and warm calling.

Pros & Cons

✅ Identifies companies and individuals visiting your website.

✅ Enriches each identified lead with detailed B2B intelligence and reveals intent data.

✅ Versatile sales orchestration options.

✅ Live sales engagement capabilities.

✅ Reveals who your hottest leads are right now.

❌ Warm calling feature is available only on the Enterprise plan.

#2: 6sense

Best for: Identifying accounts on your website that your sales team can reach out to.

Similar to: ZoomInfo, Warmly.

6sense offers an AI-powered ABM platform that combines B2B data with intent signals to automate your ABM workflows.

The solution is a good alternative to HockeyStack with its ability to identify surging accounts that are most likely to buy, so your reps can react in time.

Features

• The platform tracks and gives you exposure to 65M+ companies, 600M+ buyer profiles, and 35K+ industries.
• Detects buyer intent and connects it with the rest of the lead’s customer journey online so you can recognize leads most likely to convert based on their level of intent.
• AI-powered predictive analytics: The software can predict prospects to prioritize in advance.

Standout Feature: Dynamic Audience Building

6sense provides you with 80+ segmentation filters that let you define your ICP and identify the accounts that best fit it.

The platform combines proprietary data with your CRM data and the intent signals it picked up to create detailed account lists that enable you to prioritize high-value accounts.

The tool then adjusts account lists by moving accounts to different audience segments based on relevant real-time factors such as changes in their buying stage, annual revenue, and the keywords they are researching.

Pricing

6sense offers a free plan that provides access to 50 credits/month, Buyer Discovery features, access to contact and company data, alerts, and list management functionality with a Chrome extension.

To get more out of the platform, you’d need to be on one of their three paid tiers:

• Team: Custom pricing, which gives you access to technographics, psychographics, access to Web, CRM, and SEP Apps, and the ability to add to CRM/SEP, and dashboards.
• Growth: Custom pricing, which adds 6sense intent (keywords), 3rd party intent, corporate hierarchy, and the tool’s prioritization dashboards.
• Enterprise: Custom pricing, which adds the platform’s predictive AI model, AI-recommended actions, and CRM & MAP activity.

Even though 6sense does not disclose its pricing on the website, I found 3rd-party data from Vendr that claims that the average 6sense contract value is $123,711 per year.

💡You can check out our comprehensive 6sense pricing guide, which covers the tool’s pricing structure in more detail and aims to answer whether the tool is worth the cost.

Pros & Cons

✅ Advertising capabilities that help you build targeting and retargeting campaigns based on buyer intent data.

✅ The platform has a vast data base consisting of 65M+ companies, 600M+ buyer profiles, and 35K+ industries.

✅ Dynamic audience building with 80+ segmentation filters.

❌ 6sense doesn’t identify individual accounts.

❌ The platform can get pricey, which is why some sales teams have been looking for 6sense alternatives.

#3: Demandbase

Best for: Identifying and targeting the right prospects with the right message to support ABM campaigns.

Similar to: Warmly, 6sense.

Demandbase is a sales intelligence platform built for ABM teams, which has a wide range of features designed for sales, marketing, and even advertising departments, similar to HockeyStack.

It’s a viable HockeyStack alternative for larger companies looking to retarget prospects at scale with relevant messages and provide leads with a personalized website experience.

Features

• Account-based marketing orchestration: Your team can create customizable workflows aimed at specific accounts/audience segments.
• Ad targeting options: You can display personalized ads to high-value accounts.
• Real-time website personalization: Leverage buying intent and B2B data to provide each target account with a tailored web experience, including everything from messaging and images to offers and CTAs.

Standout Feature: Agentbase

Agentbase is Demandbase’s system of connected AI agents for total GTM alignment.

The AI agents work together and are powered by the same data, helping you deliver a better and faster pipeline.

Pricing

Demandbase does not include its pricing, so you’d have to contact their team to get a quote.

➡️ The only thing revealed on its website is that its pricing model includes a platform fee that covers all the essential services and a flat user fee that scales according to your needs.

Pros & Cons

✅ Targeted B2B advertising and retargeting.

✅ Full suite of ABM tools, including account insights, intent data, and personalized campaign orchestration.

✅ Sales insights that your team can use to prioritize accounts.

❌ The software has a steep learning curve, according to G2 reviews.

❌ Described as expensive when compared to other options on the market.

#4: Factors AI

Best for: Detailed marketing attribution.

Similar to: Attribution.

Factors AI is an AI-powered marketing analytics platform that empowers businesses to enhance their sales pipelines by capturing and analyzing cross-channel intent signals.

It’s a good HockeyStack alternative if you are looking to identify website visitors and track their engagement with your marketing efforts.

Features

• Multi-touch attribution, including LinkedIn ad campaign attribution and retargeting, content attribution, and even offline event analytics, provides users with a complete picture of their marketing campaigns’ performance and directs them toward warm leads.
• Funnel analysis that maps out the entire customer journey and lets you track how leads progress through the pipeline, identify touchpoints, and detect bottlenecks.
• The platform also provides tools for segmenting, scoring, and analyzing high-intent accounts.

Standout Feature: LinkedIn Adpilot

Factors AI helps sales teams improve LinkedIn targeting and messaging with refined audiences, intent-based campaigns, automated optimizations, and measuring ROI.

Pricing 

Factors AI has a free forever plan that lets you identify up to 200 companies visiting your website per month.

It also provides customer journey timelines, starter GTM dashboards, up to 5 segments and 20 custom reports.

If you need access to more versatile features, there are three paid plans to choose from:

1. Basic: $549/mo, which includes 5 seats, 3000 identified companies, advanced GTM dashboards, advanced website analytics, custom metrics and KPIs, and more.
2. Growth: $1,299/mo, includes up to 10 seats, 8000 identified companies, LinkedIn attribution, ABM analytics, account scoring, etc.
3. Enterprise: Custom pricing, up to 25 seats, custom number of identified companies, multi-touch attribution (campaigns, content, offline events & more), up to 15 alerts on Slack / MS Teams, etc.

Pros & Cons

✅ Automatic lead scoring and qualification.

✅ Robust integrations, unlike HockeyStack.

✅ Intuitive interface, according to customers of the tool.

❌ Issues with capturing and accurately identifying website leads, which is why some people have been looking for Factors AI alternatives.

❌ Multi-touch attribution is available only on its top pricing tier.

#5: Attribution

Best for: Tracking marketing metrics on a granular level from multiple sources.

Similar to: Factors AI.

Attribution is a marketing analytics platform that helps marketing teams track multi-touch attribution.

The platform is a viable alternative to HockeyStack for tracking spending, visitors on your website, revenue, CAC, and LTV.

Features

• Traditional and custom attribution models: The platform offers multi-touch attribution that helps you track which channels are driving revenue for your brand.
• Measure the revenue impact of affiliates and partnerships.
• Built-in integrations with various tools, unlike HockeyStack, such as Segment and Stripe.

Standout Feature: Audit Funnels From Every Source

Attribution helps you track customer journeys from the first touchpoint to long-term retention with lifetime insights.

The way the platform does it is by tagging every visitor and connecting the dots for LTV: CAC analysis.

Pricing

Attribution does not disclose its pricing, so you’d have to book a demo.

Pros & Cons

✅ Comprehensive multi-touch attribution modeling for precise marketing analytics.

✅ Customizable dashboards and reports for detailed insights into marketing channels.

✅ Ability to evaluate ad spend based on various attribution models and time windows

❌ The initial data integration process may require technical coordination.

❌ Dashboard and data loading times can be slow, according to customers of the platform.

#6: Visitor Queue

Best for: Identifying website visitors and personalizing your website to them in real-time.

Similar to: Lusha, Warmly.

Visitor Queue is a website visitor identification tool that helps you tailor your website for specific leads and segments.

The tool is an interesting alternative to HockeyStack if you rely on your website design for conversions, making it ideal for teams looking to optimize their website for conversions based on visitor data.

Features

• Customizable filters that you can use to create lead segments or exclude website visitors who don’t match your ICP from showing up in your dashboard.
• Auto-Assignment: Automatically assign prospects who fall into a specific category to the sales rep in charge of managing them.
• Send emails to warm leads directly from the platform.

Standout Feature: Personalize Your Website To Your Prospects

Visitor Queue helps you customize your website on an individual basis for your prospects that fall within your ICP, personalizing their view of your website.

For example, you can make it so your ICP sees only the most relevant case studies on your website.

Pricing

Visitor Queue offers as many as 11 pricing plans based on the number of unique companies captured per month:

▶️ 100 companies - $31/mo for unlimited users and websites (only available as an annual contract).

▶️ 300 companies - $89/mo.

▶️ 500 companies - $109/mo.

▶️ 1,000 companies - $189/mo.

▶️ 2,000 companies - $299/mo.

▶️ 5,000 companies - $469/mo.

▶️ 10,000 companies - $749/mo.

▶️ 15,000 companies - $989/mo.

▶️ 20,000 companies - $1,249/mo.

▶️ 30,000 companies - $1,799/mo.

▶️ 40,000 companies - $2,299/mo.

Pros & Cons

✅ Unlimited users and websites on each plan.

✅ Lets you deliver personalized content for leads on your website.

✅ Generally more affordable than other alternatives on the market.

❌ Limited visitor data with only basic contact details.

❌ There are integration issues, according to G2 reviews.

#7: UnifyGTM

Best for: Accessing multiple intent data sources and combining them with AI agents.

Similar to: Warmly, ZoomInfo.

UnifyGTM is a visitor identification platform that helps sales reps drive pipeline by giving them access to multiple intent data sources, AI, and automations.

The platform is a good alternative to HockeyStack for brands looking for an all-in-one solution for warm outbound.

Features

• Get access to 10+ data sources to identify when prospects are ready to buy from you, featuring 1st and 3rd party signals.
• Automated Plays that help you craft custom prospecting, enrichment, AI research, and sequencing workflows that run on autopilot for your sales team.
• Multi-touch Sequences that let you reach buyers where they are by sending them personalized messages directly through UnifyGTM with managed deliverability.

Standout Feature: AI Agents

Your team can leverage UnifyGTM’s AI Agent to scale account research and personalized messaging on your website.

The platform uses artificial intelligence to scrape websites, Google and CRM data to engage with your prospects.

Pricing

UnifyGTM has a tiered subscription pricing as well as a credit-based system for using the platform’s features to reveal companies, phone numbers, and email addresses:

• Growth: $700/month when billed annually, which gives you access to 30,000 credits, 2 Active Plays, 3 platform users, 1 email-sending user, and 5 Unify managed inboxes.
• Pro: Custom pricing, which gives you access to 100,000 credits, unlimited Plays, 5 platform users, 2 email-sending users, and a white glove onboarding experience.
• Enterprise: Custom pricing, which gives you access to 200,000 credits, 10 platform users, 5 email-sending users, and SSO.

You can purchase credits separately if you run out of credits in your existing paid plan.

UnifyGTM’s credit-based system charges you:

• 0.1 credit for each revealed company per month.
• 2 credits for each B2B email you reveal per month.
• 4 credits for each mobile phone number you reveal per month.
• 1 credit per B2B champion tracked per month.
• 5 credits per new hire per month.

➡️ Check out our comprehensive UnifyGTM pricing guide to figure out if the tool is the right option for you.

Pros & Cons

✅ Get access to intent signals from 10+ sources, covering first-party and third-party data.

✅ Automated Plays and Sequences.

✅ AI Agents that engage with your readers in real-time.

❌ Limited visitor identification features, which is why some brands have been looking for UnifyGTM alternatives.

❌ The pricing model does not fit the budgets of smaller companies and start-ups, similar to HockeyStack.

#8: Marketo Measure

Best for: B2B marketers looking to optimize their marketing budget and measure campaign impact on revenue.

Similar to: Dreamdata.

Adobe Marketo Measure, previously Bizible, is an industry-leading B2B marketing attribution tool that enables marketers to measure the impact of campaigns, channels, and content on pipeline, revenue, and ROI. 

The platform is a viable alternative to HockeyStack as it provides complete B2B marketing attribution.

Features

• Every-touch data aggregation: Aggregates and accounts for every trackable buyer touchpoint across marketing and sales, including first touch, closed/won, and online and offline interactions.
• Advanced attribution modeling: Provides sophisticated modeling to determine which touchpoints matter most in long B2B buying cycles with multiple touchpoints.
• Pre-built and custom modeling: Includes pre-built attribution models as well as the ability to create custom models.

Standout Feature: Attribution AI

Marketo Measure leverages AI to power its advanced attribution capabilities, helping you to separate signal from noise in complex B2B buying journeys and optimize its marketing mix at every stage.

Pricing

Adobe’s Marketo Measure does not disclose its pricing, so you’d have to contact them to get a personalized quote.

Pros & Cons

✅ Offers a wide range of capabilities for marketing automation, including advanced segmentation and campaign personalization.

✅ Unlike HockeyStack, the platform seamlessly integrates with other Adobe tools and CRMs like Salesforce, streamlining workflows.

✅ Marketo makes it easy to set up full campaigns and track their success.

❌ New users, especially those new to marketing automation, may find the platform daunting and time-consuming to learn.

❌ Reporting options could be improved, according to G2 reviews.

#9: Salespanel

Best for: Sales and marketing teams looking to put lead scoring on autopilot.

Similar to: Warmly.

Salespanel is a website visitor identification platform that identifies, tracks, and scores the high-intent prospects visiting your website.

The tool is a good alternative to HockeyStack for enterprises looking to run data-driven marketing strategies, account-based campaigns, and more.

Features

• Real-time lead scoring and qualification: Leverage first-party intent data and your ICP attributes to score every lead identified on your website.
• Comprehensive buyer intent data: You can collect and use first-party buyer intent data with minimal configuration.
• Detailed analytics dashboards: Your team would be able to visualize lead generation metrics to detect bottlenecks, improve attribution, and understand what yields the best results.

Standout Feature: Deep Tracking

Salespanel lets you track website visitors by assigning each a unique ID (not cookies), similar to HockeyStack, providing enhanced customer journey tracking and cross-domain tracking.

Pricing

Salespanel offers three plans, two of which have the same starting price:

• Salespanel Customer Data Platform: Starting at $99/mo, includes up to 10,000 monthly visitors with up to 10% deanonymized traffic. You’ll be charged $10/mo for every additional 1,000 visitors.
• Salespanel Account Reveal: Starting at $99/mo, includes up to 2,000 monthly visitors with up to 60% deanonymized traffic. You’ll be charged $40/mo for every additional 1,000 visitors.
• Custom Pricing: Custom traffic volume with up to 60% deanonymized traffic. Includes everything in Account Reveal plus advanced customization options.

➡️ The difference between the first two tiers lies in the number of website visitors you can identify and in essential features like Deep Tracking and real-time lead scoring, which are available only on the Account Reveal plan.

Pros & Cons

✅ Comprehensive analytics tools.

✅ Easy setup and user-friendly interface, unlike HockeyStack.

✅ Deep tracking functionality that prepares you for a cookie-less world.

❌ The costs can easily add up, given the caps and limitations in the essential packages.

❌ Annual billing only with no free plan.

#10: Dreamdata

Best for: Automatically collecting, modeling, and activating B2B GTM data so you can get a 360 view of every customer journey.

Similar to:

Dreamdata is a platform that automatically collects, models, and activates B2B go-to-market data. 

The platform offers a comprehensive suite of tools for marketers looking for a HockeyStack alternative to analyze customer journeys, measure performance, and optimize campaigns.

Features

• Customer journey visualization: Access interactive customer journey timelines to reveal every detail behind every account.
• Performance attribution: Analyze the revenue-generating performance of every channel, campaign, and content with data-driven attribution.
• Buying signal identification: Use high-intent signals from various sources to prioritize Sales outreach and ABM towards sales-ready accounts.

Standout Feature: Single Source of Truth for Marketing Ops

Marketing Ops teams can benefit from Dreamdata’s single source of truth that doesn't require manual maintenance, with single-click integrations.

Pricing

Dreamdata offers a free plan for up to 5 seats that lets you get unlimited prospect reveal, B2B web analytics, and the ability to connect your CRM.

• Team: From $999/month (billed annually), includes 2 years of user activity history, up to 10 seats, 30,000 monthly tracked users (MTUs), and 5 active syncs.
• Business: From $2,499/month (billed annually), includes 3 years of user activity history, unlimited seats, 60,000 MTUs, and 10 active syncs.
• Enterprise: Custom price. Includes 3 years of user activity history, unlimited seats, custom MTUs, and custom active syncs.

Pros & Cons

✅ Provides invaluable insights into the customer journey.

✅ Good integrations between channels, attribution, and CRM.

✅ Excellent at tying marketing efforts to actual revenue, according to G2 reviews.

❌ Audience syncing can be expensive, especially with detailed targeting.

❌ Onboarding assistance could be better, according to reviews.

Next Step: De-Anonymize Your Visitors & Reach Out To Them With Warmly

With HockeyStack and its alternatives, organizations will often have problems like issues with data accuracy, an expensive pricing model that’s gated behind a sales call, and a steep learning curve.

But what if we tell you there’s a solution that can minimize these drawbacks to a minimum while providing you with fast ROI (and an open pricing structure)?

Warmly (that’s us) gives you information about all the leads that come to your website and helps you nurture and convert them into paying customers.

When the data comes from your website, the possibility of it being wrong is comparatively less.

But Warmly is not a tool that just reveals anonymous website visitors or provides access to leads to go after, like some of the tools we went over.

Our revenue orchestration platform does much more:

• You can identify potential buyers by tracking their interactions with your website and get insights into their interest level, allowing for timely and targeted outreach.
• Access a wide range of accurate prospect contact details directly from the Coldly database, helping you reach out to the right people.
• Simplify your meeting process with automatic meeting scheduling that removes the back-and-forth, ensuring a frictionless booking experience.
• Engage website visitors in real-time with intelligent chat features designed to convert inbound traffic into meaningful leads.
• Send leads to the right salesperson automatically and notify them via Slack if a high-intent lead is active on your website.
• A Bombora integration that helps you proactively reach out to your warm leads and track who’s researching terms relevant to your product and brand, and get in front of them before your competitors do.
• Automate the search for high-potential prospects using AI technology, ensuring your sales team focuses on the right opportunities.

You can sign up for Warmly’s free plan and find out how it can fill your pipeline with qualified leads (the setup takes a few minutes), or book a live demo to see it in action first.

Read More

• ZoomInfo Review: Learn more about one of Warmly’s top competitors, ZoomInfo, and what functionality it offers.
• Cognism Review: Check out our review of Cognism, which is a direct competitor of platforms like Clay and Apollo.
• Leadfeeder Review: Learn more about Leadfeeder’s pricing structure, features, customer support, and data quality.
• 6sense Review: Check out our review of 6sense, going over its features, data quality, and integrations.
• Best B2B Data Providers: Find the optimal B2B data platform for your use case.
• Best Lead Intelligence Software: Find the best platform for gaining critical insight into your leads.
• Best Sales Intelligence Tools: Look beyond popular options like Apollo and Zoominfo to find the optimal solution for your use case.
• AI Sales Agents: A list of the 10 best AI sales agents on the market in 2025 to help you save time and improve your sales process.