Sales engagement in 2025 isn’t just about outreach - it’s about end-to-end orchestration. 

The best teams today aren’t guessing when to follow up or how to reach out. 

They’re using real-time signals, AI workflows, and multi-channel touchpoints to meet buyers exactly where they are.

And if you’re looking to book more meetings, reduce time-to-lead, and automate your outreach without sacrificing personalization, you need a sales engagement platform that’s built for how modern buyers actually behave.

In this guide, I’ll break down 10 of the top sales engagement platforms in 2025 and show you how they help sales teams engage the right leads, at the right time, in the right way.

Ready? Let’s begin!

TL;DR

• Warmly delivers the most complete sales engagement platform with real-time person-level intent signals, AI SDR agents, and live conversational engagement to convert warm leads instantly.
• Enterprise-grade solutions like Outreach, Salesloft, and Groove are best for larger teams needing advanced sequencing, coaching, and revenue workflow orchestration.
• Meanwhile, lightweight tools like Yesware, Mailshake, and Klenty give smaller teams fast, affordable ways to scale email and multichannel outreach without heavy setup.

What factors should you consider when evaluating sales engagement tools?

Before we jump into the full list, here are three essential things to look for when evaluating any sales engagement software in 2025:

#1: Does it use real-time signals to prioritize outreach?

Modern buyers are unpredictable - they ghost, they jump back in, they change jobs, they click your ad and forget.

That’s why the best sales engagement tools don’t just manage sequences.

Instead, they monitor live intent signals and adapt your engagement based on behavior. 

Look for platforms that track things like:

• Web activity (first-party).
• Social signals (second-party).
• Keyword research or competitor visits (third-party).
• Email & LinkedIn engagement.
• CRM or past opportunity data.

💡 The stronger the signal engine, the better the timing - and timing is everything in sales.

#2: Can it orchestrate across channels (not just email)?

Sales engagement isn’t just email anymore. 

Your prospects are everywhere: on LinkedIn, your website, search engines, ads, and even lurking in Slack alerts.

The top tools in 2025 support multi-channel orchestration, like:

• Automated LinkedIn and email touchpoints.
• Smart ads synced to intent.
• Slack alerts + rep routing, and more.

💡 The more touchpoints you can automate and personalize, the more deals you’ll close - and without increasing headcount.

#3: Does it include AI-powered automation to scale without burning out reps?

Your team shouldn’t have to chase every lead manually. 

The best tools today use AI to:

• Write and personalize emails.
• Prioritize who to follow up with.
• Route leads to the right rep.
• Suggest the next-best-action for each contact.

This kind of automation is what lets small teams compete with enterprise giants without sacrificing authenticity.

💡 Think of AI as your always-on sales assistant, not a replacement.

What are the 10 best sales engagement tools on the market today?

The tools below represent the cutting edge in 2025, each delivering a unique mix of automation, intent insights, conversational engagement, and performance intelligence.

From enterprise sequencers to AI-powered SDR agents, these platforms help sales teams engage smarter, faster, and with scale. 

Let’s walk through the best options you should evaluate.

#1 Warmly

Warmly isn’t just another engagement tool - it’s built to be your signal‑based revenue orchestration platform. 

Rather than treating all clicks equally, Warmly surfaces the right leads at the right time, and automates outreach in a way that feels personal, not robotic. 

From warming up cold TAM to surfacing red-hot buyers, Warmly gives your reps the tools to see who’s ready to buy and act before the window closes.

Below are four of the most powerful capabilities that make Warmly a cut above in 2025.

Feature #1: Real-time lead identification & prioritization

You’ve poured in time and effort into creating a website that is going to attract the right people and help convert them - but there’s a catch.

You have no idea who actually visits, how they interact with your website, and what are the key drop off and conversion points.

Warmly solves that by revealing who is on your website and what they’re doing in real time. 

Using its proprietary de-anonymization engine (fed by 10+ enrichment providers plus Warmly’s own data), it matches visitors to verified B2B identities at the person level rather than just the company level.

This means that instead of staring at a Google Analytics dashboard showing “Acme Corp” or “20 visits from New York,” your reps see “Mark Smith, VP of Operations at Acme Corp, revisiting your pricing page for the third time this week.”

Once identified, Warmly continuously monitors and ranks each lead by collecting intent signals from three tiers:

1. First-party signals (direct from your properties), which include:

• Website page visits and time spent on key pages (pricing, demo, integrations.
• Product usage or free trial behavior.
• Chat interactions (questions asked, assets downloaded).

2. Second-party signals, which includes LinkedIn activity like:

• Posts about your industry & competitors.
• Industry-relevant likes, comments, and shares.
• Top industry conversations, etc.

3. Third-party signals (broader web intelligence), including:

• Keyword research.
• Competitor website visits and ad interactions.

Warmly’s system then automatically scores and prioritizes every contact based on the combination of these signals and their recency. 

The result is a dynamic, always-updated leaderboard of who’s moving toward a buying decision.

This way, you’re no longer guessing which leads are worth a call or email, as Warmly shows you which individuals are ready for outreach, which are warming up, and which should be nurtured - and when.

This prioritization naturally shortens sales cycles, increases conversion rates, and keeps reps focused on the highest-value activities instead of chasing cold leads.

Feature #2: AI-powered SDR agents 

Outreach speed and consistency make or break most sales engagement motions, and that’s exactly where Warmly’s AI SDR agents step in.

Instead of waiting for reps to manually build lists, write intros, or stitch together tools, Warmly’s AI SDRs run continuously in the background, executing outbound workflows with precision, scale, and zero hand-holding.

These agents tap directly into Warmly’s contact database (200M+ enriched profiles) and your CRM to identify ICP-fit contacts. 

And they don’t just stop at one decision-maker either - they automatically multi-thread into the buying committee, surfacing all relevant stakeholders across sales, ops, marketing, and leadership.

Once qualified contacts are found, Warmly’s outbound engine takes over by:

• Triggering personalized messaging via email and LinkedIn (based on the lead’s role, intent signals, and engagement history).

• Timing outreach based on behavior (e.g., right after a pricing page visit or job promotion).
• Running follow-up steps and nudges without manual scheduling.
• Detecting and respecting active sequences, avoiding conflicts with human reps already working the account.

And because the AI agents run 24/7, your team is no longer bottlenecked by capacity. 

Whether you’re targeting 50 or 5,000 accounts, Warmly’s SDR engine scales automatically.

As a result, you eliminate the gap between lead intent and rep action, which is where most pipeline gets lost.

Try Warmly’s AI-driven orchestration here:

Feature #3: AI Chat for conversational engagement

Buyers don’t want to fill out a form and wait days for a follow-up - they want answers now. 

Warmly’s AI Chat provides exactly that, becoming a 24/7 conversational layer that intelligently guides high-intent prospects from curiosity to conversion.

Unlike rigid bots with preset scripts, Warmly’s AI Chat is:

1. Trained on your brand messaging and tone.
2. Continuously informed by live intent signals (e.g., what page the visitor is on, where they came from, what actions they’ve taken).
3. Smart enough to personalize conversations based on role, company size, past engagement, and buying stage.

So instead of asking “How can I help you today?” and offering three buttons, Warmly can open with:

“Welcome back, Alex - looks like you’re comparing integrations again. Want a breakdown of how we work with Salesforce?”

The conversation feels relevant, fluid, and helpful instead of robotic.

For sales engagement, this is another feature that removes the traditional blind spot between anonymous web traffic and pipeline. 

Instead of missing the moment, you meet prospects when they’re actively thinking about your product with tailored, on-brand conversations that move the deal forward.

And because it runs automatically, reps wake up to booked meetings instead of chasing site visitors who bounced hours ago.

Feature #4: Warm Chat + smart routing

Warmly’s Warm Chat ensures that your team is never too late to the conversation.

While AI Chat handles intelligent, scalable conversations across your website, Warm Chat is designed for real-time human intervention, giving your reps the power to engage in the moment when a high-intent buyer is live on your site.

Here’s how it works:

1. When a known or high-fit visitor hits your site, Warmly instantly sends a Slack alert to the assigned rep or team.
2. The alert includes rich context: who the visitor is, what company they’re with, which pages they’re viewing, and what past activity they’ve had with your brand.
3. From that alert, reps can jump straight into a live chat, start a conversation, or even escalate directly into a video call, all while the visitor is still active.

This eliminates the common sales engagement delay where leads express interest, but reps don’t follow up until hours (or days) later, by which point the opportunity has cooled off.

And to make sure the right rep always gets the lead, Warmly also includes smart routing rules. 

For example, it routes based on territory, ICP fit, or lead score, respects account ownership or round-robin logic, automatically reassigns if a rep is unavailable or misses the window, etc.

The result is a sales engagement motion that feels fast, personal, and frictionless.

When combined with Warmly’s signal monitoring and AI chat, this feature gives your team complete visibility and control over the entire digital buyer journey - from anonymous visitor to active conversation, with zero gaps.

Warmly’s integrations

Warmly plays well with the rest of your GTM stack, syncing seamlessly with tools across enrichment, engagement, routing, and automation.

It integrates with platforms like:

• Slack (for real-time lead alerts and rep handoffs)
• Apollo, Outreach, and OpenAI (for outbound sequencing and personalization)
• Clearbit, 6sense, Demandbase, and People Data Labs (for enrichment and intent signals)

These integrations ensure that your pipeline insights don’t live in silos.

Instead, they flow directly into your workflows and CRMs, empowering both reps and marketers to act on them instantly.

Plus, with the Warm Bundle, you get discounted access to 25+ partner tools - including sales, marketing, and GTM platforms - making it easier (and cheaper) to build a high-performing, tightly connected stack.

Pricing

Warmly offers three core plans, so your GTM team can choose the right mix of signals, automation, and AI engagement. 

All plans are billed annually, with optional add-ons for even deeper automation.

1. AI Data Agent (starts at $10,000/year): Includes 10,000 monthly credits, person-level web visitor de-anonymization (RB2B + Vector), access to all Warmly Signals (1st, 2nd & 3rd party), CRM integrations (Salesforce, HubSpot), Slack/Teams lead alerts, 100+ sales & marketing integrations, webhook/CSV exports, and access to the Coldly Contact Database with unlimited emails and LinkedIn profiles.
2. AI Outbound Agent (starts at $16,000/year): Includes everything in AI Data Agent plus native LinkedIn automation, outbound marketing automation, email/domain warmup, the ability to push leads into sequencers like Salesloft or Outreach, sync leads into ad audiences, and advanced lead routing with custom CRM fields.
3. AI Inbound Agent (starts at $22,000/year): Includes everything in AI Data Agent plus Warm AI Chat, AI chatbot & live video chat, Warm Offers (intent-powered pop-ups), Warm Calling (instant video calls), and advanced lead routing with custom CRM fields.

The optional add-ons include Mobile Phone Number Enrichment, AI Outbound SDR, and AI Inbound Lead Caller.

Note: The AI Data Agent plan also has a monthly plan available, with the pricing starting at $900/mo.

Pros & Cons

✅ Identifies both companies and individuals visiting your website in real time.

✅ Enriches each lead with detailed B2B data and multi-layered intent signals.

✅ AI SDRs automate outbound prospecting, sequencing, and follow-up across channels.

✅ AI Chat and Warm Chat enable personalized, real-time conversations that convert.

✅ Smart Slack alerts and lead routing ensure your team never misses a high-intent moment.

❌ Pricing is modular and may require bundling for full feature access.

#2 Outreach

Best for: Mid-to-large sales teams that want a full-featured sales execution and engagement platform with AI-powered coaching, sequencing, and revenue workflow support.

Similar to: Salesloft, Groove, People.ai

Outreach positions itself as an AI-powered revenue workflow and sales engagement platform, designed to help sales teams run scalable, multi-channel outreach with precision. 

It combines advanced sequencing, AI-driven coaching, and revenue workflow automation to ensure reps engage the right buyers with the right message at the right time.

Features

• Advanced sequences & playbooks: Lets you build multi-step, multi-touch cadences (email, calls, LinkedIn) using templates, snippets, triggers, and rules. 
• CRM sync & data automation: Seamlessly syncs engagement data (calls, emails, replies) with your CRM to reduce manual logging and ensure data reliability. 
• AI coaching & conversation intelligence (Kaia): Provides real-time meeting assistance, post-meeting insights, recommended next steps, and sentiment analysis inside calls/emails. 

Pricing

Outreach offers per-user pricing with no platform fees, but the exact costs are not publicly disclosed, so you’ll need to request a quote. 

What we do know is that it provides modular packages that allow teams to add the capabilities they need:

1. Engage: Core sales engagement suite with sequences, templates, snippets, automations, triggers, CRM sync (including custom objects), and Smart Account Plans.
2. Call: Integrated dialer and voice package with live call monitoring, custom dispositions, and AI-powered call summaries/Q&A. Pricing is usage-based.
3. Meet: Conversation intelligence (Kaia) for real-time call assists, post-meeting insights, automated summaries, and searchable transcripts.
4. Deal: Deal management and pipeline health features, including Smart Deal Assist, Deal Health Scores, and comprehensive activity histories.
5. Forecast: Forecasting package with pipeline dashboards, roll-ups, AI projections, and scenario planning tools.
6. Amplify: AI revenue agents (per-action credit-based model) for account enrichment, personalization, engagement, deal intelligence, and research.

Outreach’s modular pricing means you can tailor the platform to your team’s exact needs, but it also makes total costs dependent on which packages and add-ons you require.

Pros & Cons

✅ Robust, enterprise-grade engagement.

✅ Flexible sequence logic, optimizations, branching, and analytics.

✅ Built-in calling features and calling-to-email workflows.

❌ Pricing is opaque.

❌ Complex and unintuitive user interface.

#3 Salesloft

Best for: Growing to large sales teams that want a full-featured engagement + revenue orchestration platform with built-in AI agents, coaching, and analytics.

Similar to: Outreach, Groove, Apollo

Salesloft brands itself as a revenue orchestration platform, combining sales engagement, AI agents, conversation intelligence, analytics, deal management, and forecasting into one coherent workflow. 

It helps teams automate multichannel cadences, surface buyer signals, coach reps using AI, and keep deals moving with insights and next-best-action recommendations. 

Features

• Cadences & multichannel sequences: Lets you automate email, calls, and social, with dynamic branching and logic. 
• AI agent layer: AI Agents are embedded into workflows such as prospecting, chat, and coaching, automating repetitive tasks and surfacing insights. 
• Deals & forecasting: Increases pipeline visibility and provides deal health scoring and forecasting models built on engagement signals + historical data. 

Pricing

Salesloft has two pricing packages:

1. Advanced: Includes all Salesloft features (e.g., conversation intelligence, coaching, pipeline management, etc.) except for custom signal tracking, sandbox environment, and multi-team management.
2. Elite: Everything in Advanced + these three features.

There are also a few add-ons, such as Forecast, and Account Agents.

However, Salesloft doesn’t publish prices for any of its packages or add-ons, meaning you’ll have to contact its team for a quote.

Pros & Cons

✅ Deep, end-to-end revenue orchestration.

✅ AI Agents and built-in coaching help scale seller effectiveness.

✅ Rich multichannel sequencing and dynamic logic.

❌ Non-transparent pricing with add-ons that are charged extra.

❌ Dialer reliability is a major issue, as it is prone to crashes and lags.

#4 Groove (by Clari)

Best for: Teams that want engagement, automation, and pipeline insights unified under one platform without adding complexity.

Similar to: Outreach, Salesloft.

Groove, part of Clari’s offering, is a sales engagement platform designed to streamline how reps reach out to prospects, automate workflows, and surface insights that keep deals moving forward. 

Instead of piecing together multiple point solutions, Groove focuses on reducing friction for sellers and aligning activity directly to revenue outcomes.

Note: This August, Salesloft and Clari announced that they are going to merge, so that will probably impact both platforms’ offerings in the near future.

Features

• Revenue cadences & playbooks: Lets you build and run automated multi-step sequences across email, calls, and social, with branching logic and triggers to adapt outreach in real time.
• Auto-capture & activity logging: Engagement data (emails, calls, meetings) is automatically tracked so managers and reps have a complete picture without manual input.
• AI-powered nudges & insights: Suggests the next best action for each account or contact, helping reps prioritize where to spend their time.

Pricing

Clari doesn’t disclose pricing for any of its products - Groove included.

You can request a custom quote from its team.

Pros & Cons

✅ Easy-to-use engagement platform with strong automation capabilities.

✅ AI nudges keep reps focused on the right next steps.

✅ Built-in cadences and logic reduce manual prospecting work.

❌ Non-transparent prices.

❌ As Clari merges with Salesloft, there may be roadmap shifts or feature overlap to navigate.

#5 Apollo

Best for: Teams that want a unified prospecting + engagement + intelligence platform in one tool.

Similar to: Warmly (on lead research + signals), Outreach (on sequencing + automation)

Apollo markets itself as a data-driven inbound + outbound sales engagement platform, combining a massive contact database, engagement automation, and analytics into one cohesive workflow. 

It helps teams identify prospects, enrich data, run sequences, track performance, and manage deals, all within one system. 

Features

• Extensive contact database & prospecting tools: Access to over 200+ million contacts and 60+ million companies, with filters by firmographic, technographic, intent, job function, etc. 
• Multichannel sequences & outreach: You can build and run cadences combining email, calls, tasks, and LinkedIn steps, with branching logic and behavior-based triggers. 
• Call & meeting tools: Call assistant, call recording, transcription, meeting scheduling, and automated follow-ups.

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

✅ All-in-one platform combining prospecting, outreach, and data in a single interface.

✅ Massive contact database helps surface new leads when your pipeline runs dry.

✅ Real-time analytics and reporting to help you optimize quickly.

❌ Data accuracy and freshness can vary, so some leads may be outdated.

❌ Because many features depend on credits, costs can escalate with heavy use.

#6 Yesware

Best for: Sales teams, especially SMBs or reps working primarily via email, who want a lightweight engagement tool built directly into their inbox.

Similar to: Mixmax, Mailshake (for email-centric outreach).

Yesware is a sales engagement tool built directly into Gmail and Outlook, offering seamless email tracking, template management, and basic multi-channel campaigns. 

Its ease of setup means reps can start sending better outreach almost immediately, without heavy onboarding or configuration. 

Features

• Email tracking & notifications: Know when prospects open your email, click links, or view attachments in real time. 
• Multi-channel campaigns: Automate outreach across touchpoints (email + call + LinkedIn/custom touches) in sequenced campaigns. 
• Email templates & shared libraries: Save and reuse templates with merge fields, and share them across your team. 

Pricing

Yesware offers five main plans so sales professionals and teams can choose the right level of engagement capabilities. 

All plans can be billed monthly or annually, with a free forever tier for those just starting out:

1. Free Forever: Includes basic email and attachment tracking, 10 campaign recipients per month, meeting scheduler, weekly webinar trainings, and email support.
2. Pro: $19/seat/month, expands on the free plan with unlimited email, link, and attachment tracking, 20 campaign recipients per month, personal activity and recipient engagement reports, plus email and phone support.
3. Premium: $45/seat/month, designed for scaling teams, this plan includes everything in Pro plus unlimited campaigns, team sharing (templates & campaigns), team reporting, centralized billing, and on-demand customer success support.
4. Enterprise: $85/seat/month, adds full Salesforce integration features including Inbox Sidebar, background sync, reply sync, calendar sync, bi-directional activity logging, SSO, and trusted IP ranges.
5. Custom Plan: Custom pricing, offers advanced Salesforce customizations (force sync, alternative email fields, managed package reporting), RingCentral telephony integration, dedicated CSM, pay-by-invoice, and additional enterprise-level compliance and support options.

Additionally, if you need prospector credits to search through Yesware’s rich database, there are three pricing options:

1. Starter: $49.5/month, includes 50 credits per month.
2. Growth: $175/month, includes 250 credits per month.
3. Custom: Customized plan tailored to your team’s needs.

Pros & Cons

✅ Makes email outreach easy via templates, campaigns, and shared libraries.

✅ Meeting scheduler removes the back-and-forth in booking.

✅ Rich analytics help you identify which messages and tactics are working.

❌ Focused heavily on email, so there’s less robust support for deep multi-channel orchestration

❌ Some users report occasional syncing or tracking glitches, especially in Outlook/Gmail integration. 

#7 Mailshake

Best for: Teams prioritizing high-volume, cold email outreach who want a simple but powerful email-centric engagement tool.

Similar to: Yesware, Lemlist

Mailshake is a cold email outreach and engagement platform built to simplify sending personalized emails at scale, automating follow-ups, and layering in phone and LinkedIn touches when needed. 

Its focus is on helping SDRs and small/medium teams cut down manual effort while maintaining deliverability and performance. 

Features

• Automated email sequences + follow-ups: Set drip campaigns that progress automatically until a reply, with conditional steps, pauses, and A/B testing. 
• Built-in dialer for cold calls: VOIP dialing capability (especially in North America), call recording, and call dispositions can be used as part of sequences. 
• LinkedIn automation support: Through its Chrome extension, you can embed LinkedIn tasks (connection requests, messages, profile views) into your outreach sequences. 

Pricing

Mailshake offers four core plans, each designed to match the maturity of your outreach program - from simple email automation to advanced multichannel sales engagement. 

All plans are billed monthly, with credits for data finder and enrichment included:

1. Starter: $29/month, built for businesses just starting with outreach. Includes 1 email address per account, 1,500 monthly email sends, unlimited uploaded contacts, 50 free data finder credits, unlimited email warm-up, unlimited campaigns, unlimited verification, and essential features like automated sequences, A/B testing, and AI email writing with “SHAKESpeare.”
2. Email Outreach: $49/month, expands to 2 email addresses with unlimited sends, unlimited contacts, and all Starter features plus email rotation, personalization, advanced scheduling, unified inbox, Salesforce/Pipedrive/HubSpot integration, 1,000+ Zapier integrations, a browser extension, prospect views, and template management.
3. Sales Engagement: $99/month, designed for advanced outreach programs needing a multichannel approach. Supports up to 10 email addresses, unlimited sends and contacts, 2,500 free data finder credits, and everything in Email Outreach, plus LinkedIn automation, 5 phone numbers, a power dialer with unlimited minutes to North American numbers, call scripting, lead scoring, account-level organization, custom task creation, and a 1:1 onboarding call.
4. Agency Plan: Custom pricing, includes all Sales Engagement features with unlimited email addresses, designed for agencies running outreach at scale.

Pros & Cons

✅ Easy to use and effective for high-volume email outreach. 

✅ Strong deliverability tools (warm-up, bounce handling) and good campaign control. 

✅ Ability to mix email + calls + LinkedIn touches in unified sequences. 

❌ Dialer features are less robust / fully automated than email features.

❌ Some users report that campaigns cannot be paused or edited once started, which is a major inconvenience when adjustments are needed. 

#8 Klenty

Best for: Outbound-first sales teams that want structured, behavior-triggered multichannel outreach with AI-enabled personalization.

Similar to: Mailshake, Reply.io, Outreach (especially in the multichannel + automation space)

Klenty is a sales engagement platform built to help reps automate outreach across email, calls, SMS, and LinkedIn, while triggering follow-ups based on behavior and priority signals. 

It emphasizes cadence logic, intent-based workflows, deliverability tools, and built-in enrichment to keep engagement both scalable and meaningful.

Features

• Behavior-triggered cadences: Automatically trigger next steps (e.g. follow-up, pause, route) based on opens, clicks, link engagement, replies, etc. 
• Deliverability & send controls: Randomized intervals, volume limiting, domain tracking, email validation, warm-up controls to reduce spam risk. (klenty.com
• AI prospecting: Higher tiers include AI list-building, data enrichment, sequence creation, and account/prospect research. 

Pricing

Klenty offers three main tiers, designed to scale from teams experimenting with automated email outreach to advanced SDR organizations running full multichannel, AI-assisted engagement. 

All plans are billed quarterly or annually, with the final pricing depending on the number of domains and credits you want:

1. Starter: $60/month when billed quarterly, includes 15,000 monthly contacts, 75,000 emails, unlimited inboxes (single domain), auto email rotation, and deliverability features like custom tracking domains, randomized intervals, and volume controls. Also provides analytics, A/B testing, engagement feeds, merge fields, Gmail plugin, CSV uploads, task management, and 24/5 support.
2. Growth: $85/user/month when billed quarterly, adds CRM integrations and automation (import/export, triggers, sales stage updates), intent scoring, playbooks, and multichannel capabilities (1-click dialer, call recording, voicemail drops, SMS automation). Also includes performance digests, advanced reporting, and user roles/permissions.
3. Plus: $119/user/month, when billed quarterly, includes everything in Growth plus 4,000 monthly AI credits for list building, enrichment, account/prospect research, and AI-generated sales sequences. Also includes 1,000 US/Canada calling minutes, advanced sales coaching features (goals, milestones, attainment insights), and expanded dialer functionality.

Pros & Cons

✅ Automates and personalizes outreach across multiple channels with behavior-driven logic.

✅ Strong deliverability controls and email hygiene built in (validation, randomized send, volume caps).

✅ Built-in call features let you unify email + voice in sequences.

❌ Advanced features are gated in higher tiers, which might exclude small teams.

❌ Their proprietary database is not large enough, especially for more advanced users.

#9 VanillaSoft

Best for: High-volume inside sales and call-driven teams that rely on queue-based workflows and real-time lead routing.

Similar to: Call-centric engagement tools, dialer + cadence platforms

VanillaSoft is an all-in-one sales engagement platform built to prioritize leads, queue up next-best calls, and automate outreach across email, SMS, and dialing. 

It emphasizes a queue-based lead management model (rather than static lists) so that agents always work the highest-priority leads first.

Features

• Advanced routing: Instead of list-based assignments, leads move in and out of dynamic queues, with routing logic that factors in intent, recency, lead attributes, and time-of-day. 
• Auto-dialers & call management: Supports preview, progressive, multi-line, and parallel dialing modes, and includes VoIP, call recording, scripting, dispositions, and live monitoring. 
• Lead prioritization & real-time record pushing: The system promotes the “next-best lead” in real time, so agents always see their highest-value task. 

Pricing

VanillaSoft uses a bundled pricing model where each plan includes the platform fee, set-up, support, and ongoing updates. 

There are five plans to choose from, each with custom pricing tailored to your specific needs:

1. Core: A complete multi-channel engagement platform built on VanillaSoft’s lead prioritization engine. Includes enterprise-grade VoIP, preview/progressive dialer, automated outreach via email/SMS, call recording, transcription, and built-in dashboards and reporting. Designed for reps who need speed-to-lead efficiency without the busywork.
2. Advantage: Everything in Core plus SmartCaller Trust and SmartCaller ID to improve answer rates, along with an online appointment scheduler. Ideal for teams where phone-based outreach is a priority and connection rates matter.
3. Enterprise: Adds advanced integration, security, and compliance features to the Core and Advantage bundles. Includes API access, custom tables, single sign-on, IP restrictions, and compliance partner integrations. Best for large or regulated organizations.
4. Fundraising: Purpose-built for fundraising professionals. Combines multi-channel outreach with fundraising-focused SmartCaller tools, compliance features, white-glove onboarding, and specialized dashboards.
5. Custom: For enterprises that don’t fit neatly into a bundle, VanillaSoft offers tailored implementations that combine the platform’s full multi-channel engagement capabilities with bespoke integrations and workflows.

Pros & Cons

✅ Strong call features (auto-dialer modes, VoIP, recording) support high-volume call-centric teams.

✅ Cross-channel automation (email, SMS) lets you sequence across modalities.

✅ Analytics and dashboards give visibility into agent performance and routing efficacy.

❌ The interface is occasionally described as outdated or clunky in user reviews. 

❌ Some users report limited flexibility in workflow customization or pipeline management. 

#10 Alta 

Best for: Teams that want to offload heavy prospecting, outreach, and reporting tasks to AI agents so reps can focus on closing deals.

Similar to: Warmly (in signal + automation), plus emerging AI agent platforms

Alta brands itself as a full AI Revenue Workforce, including a set of AI agents that take over prospecting, inbound qualification, call handling, and RevOps insights.

By doing that, it aims to free your GTM team to work on higher-leverage tasks. 

Features

• Katie - AI SDR Agent: Identifies ICP-fit prospects by continuously scanning 50+ data sources, then executes hyper-personalized multichannel outreach (email, LinkedIn, sales calls) to book meetings. 
• Alex - AI Calling / Inbound Agent: Handles inbound lead qualification over calls, re-engages leads via voice, and books meetings directly into calendars while updating CRM records. 
• Luna - AI RevOps Agent: Automates reporting, uncovers anomalies, surfaces insights and alerts, and aligns revenue teams around metrics, all in real time. 

Pricing

Alta doesn’t have fixed fees.

Instead, its pricing is tailored to each individual user based on their bespoke needs.

Pros & Cons

✅ Automates some of the most repetitive, low-leverage tasks (prospecting, follow-up, qualification) so your human team can focus on high-value work.

✅ Offers multifunctional AI agents in one unified platform.

✅ Integrations across many revenue systems enable seamless data flow.

❌ Pricing is opaque and custom.

❌ Heavy reliance on AI means that outcomes depend on quality of data and setup.

Next steps: Choosing the right sales engagement platform

Sales engagement in 2025 isn’t about blasting more emails or adding extra steps to your cadence - it’s about using signals, automation, and AI to be in the right place at the right time. 

The platforms we’ve covered each solve part of that puzzle, but few combine real-time buyer intent, outbound orchestration, and live engagement in one motion.

That’s exactly where Warmly stands out. 

By surfacing person-level signals, powering always-on SDR agents, and giving your reps the ability to jump into live conversations instantly, Warmly ensures you’re never guessing who to engage or when. 

Instead, you’re meeting buyers the moment they’re ready with context and personalization built in.

If your team is serious about reducing time-to-lead, automating low-value tasks, and turning website visitors into pipeline you can actually close, it’s time to see Warmly in action.

Book your Warmly demo today and start engaging buyers the modern way - fast, personal, and backed by AI.

Read more

• Top 10 AI Sales Tools for B2B Teams [August 2025] - Discover the AI tools reshaping B2B sales in 2025, from smarter prospecting to automated pipeline growth.
• The Complete B2B Sales Tech Stack That We'd Recommend In 2025 - Build a future-proof sales tech stack with our curated picks for engagement, intelligence, and automation.
• 10 Best AI Sales Intelligence Tools & Software In 2025 - Learn which AI sales intelligence platforms surface the best buyer signals and help you close deals faster.
• The Chatbot Sales Funnel: What Is It & How To Build It [2025] - See how chatbots are transforming sales funnels into always-on, conversion-ready machines.
• 10 Best Social Selling Tools and Software in 2025 - Master LinkedIn and beyond with tools that turn social engagement into high-quality pipeline.
• AI For Sales & Marketing Alignment: How To Do It Right? - Find out how AI bridges the gap between sales and marketing to create perfectly aligned revenue motions.

Most teams don’t struggle with lead generation - they struggle with lead prospecting.

You can pour money into ads, run webinars, or build email lists, but if you’re chasing the wrong people at the wrong time, your pipeline stays empty.

That’s why it’s so important to nail prospecting first.

When done well, it ensures your reps spend less time spinning their wheels and more time building conversations that actually convert.

In this guide, I’ll break down exactly what lead prospecting is, why it matters in 2025, and the practical steps you can use to do it right. 

I’ll also show you how modern prospecting has shifted from “spray-and-pray” to a signal-driven approach where AI, intent data, and real-time insights help you prioritize the leads that are ready now.

Let’s dive in!

What is lead prospecting, and how does it work?

Lead prospecting is the focused, repeatable process of identifying, researching, and qualifying the right buyers before outreach, so reps spend time where it actually moves pipeline. 

It sits between raw lead sourcing and sales engagement: you’re turning a broad universe of “could be” contacts into a tight list of “should talk” prospects with clear reasons to care now.

Here’s a basic outline of how it works:

• Define (and refine) your ICP: Move past job titles and industries. Layer in signals that predict readiness: team size and growth, hiring patterns, tech stack, funding, geography, compliance needs, and buying committee roles. Treat your ICP as a living hypothesis you update every quarter.
• Collect prospects from multiple streams: Blend databases (Apollo, LinkedIn, directories), inbound (website, content, events), and owned sources (CRM, closed-lost, partners). The goal isn’t volume - it’s coverage of your ICP across channels.
• Enrich with context and intent: Attach data that answers “why now?”, such as website behavior, social activity, product launches, job changes, tech installs, ad spend shifts, and content engagement. These micro-signals separate research-mode buyers from tire-kickers.
• Score and prioritize: Use a simple model that combines fit (ICP match) + intent (signals) + recency. A/B test thresholds and promote leads that cross a score line into “ready for personalized outreach.”
• Find the hook (30 seconds max): Scan for one relevant insight per prospect, for example, an initiative they announced, a metric they own, a tool they use, or a pain they posted. Your first line should prove you did your homework without writing a novel.
• Orchestrate multi-touch outreach: Sequence email, LinkedIn, and site experiences around that hook. Lead with value (insight, resource, or offer), not a pitch. Automate follow-ups, but keep the opening message human and specific.
• Measure and tighten the loop: Log outcomes, objections, and meeting rates by segment, signal, and message. Feed these findings back into your ICP, scoring, and hooks. Great prospecting compounds because your system gets smarter.

What is the difference between lead prospecting, lead generation, and sales prospecting?

These terms often get used interchangeably, but they don’t all mean the same thing. 

Understanding where they overlap - and where they differ - helps teams avoid wasted effort and build a healthier pipeline.

Lead prospecting is the proactive process of searching for and engaging potential buyers who fit your Ideal Customer Profile (ICP). 

It’s a sales-driven activity: identifying potential customers, researching them (and their decision-makers when it comes to B2B lead prospecting), and reaching out to them directly, whether or not they’ve shown interest yet.

Sales prospecting is essentially a different term that explains exactly the same thing, so you’re free to use either, although I personally feel that lead prospecting is slightly more precise and fitting here.

Lead generation, on the other hand, is different.

Lead generation is about creating awareness and attracting leads at scale through campaigns like ads, content, or events. 

The output is a pool of contacts who might be a fit, but haven’t been hand-picked or prioritized yet.

In short:

1. Lead generation = marketing attracts.
2. Lead/sales prospecting = sales actively seeks.

Both are critical, but prospecting ensures your team spends time chasing the right targets instead of sitting around waiting for the right people to come to you.

What are the best lead prospecting approaches in 2025?

And now, let’s look at some of the most effective lead prospecting approaches to use in 2025. 

Each one reflects how buyers actually research and engage today, giving your team clear, practical ways to start more conversations with the right people.

#1: LinkedIn social selling & Sales Navigator

LinkedIn continues to be the #1 B2B prospecting channel, but the way you win here has changed. 

The most effective reps no longer spray generic connection requests - they start by tightening ICP filters in Sales Navigator (role, company size, industry, geography), saving those searches, and monitoring activity to identify prospects worth engaging. 

From there, the playbook is simple but powerful: show up before you pitch. 

Comment thoughtfully on a prospect’s posts, share something useful, and only then send a short DM that connects your value to their world. 

Buyers notice the difference between a rep showing up with context and one recycling a script.

The challenge? Doing this consistently at scale. 

That’s where signal-driven prospecting makes the difference. 

Instead of manually scrolling feeds, Warmly’s Social Signals automatically monitors LinkedIn conversations tied to your industry, competitors, and ICP keywords. 

You can instantly see who’s liking, commenting, or posting about relevant topics - even spot frustrated competitor customers - and prioritize those accounts for engagement. 

From there, Warmly lets you orchestrate LinkedIn outreach (i.e., send connection requests or DMs) alongside email or ads, so your team not only knows who to connect with, but can also engage them across channels at exactly the right moment.

#2: Cold calling (modern, multi-touch)

Cold calling isn’t dead - it’s just evolved. 

In 2025, the phone still cuts through the noise when used as part of a multi-touch sequence instead of a stand-alone tactic. 

The best reps no longer “smile and dial” off random lists, though. 

They call in focused sprints against a curated set of high-fit accounts. 

Success comes from pairing each call with context (a trigger event, recent social activity, or tech change) and wrapping it into a coordinated play: a same-day voicemail, a personalized email follow-up, and a LinkedIn touch later in the week. 

When prospects hear from you across multiple channels with a consistent, relevant message, reply rates go up.

The key is knowing who deserves a call right now. 

Instead of wasting time on cold numbers, Warmly flags when target accounts are showing intent signals like hiring activity, product research, or even frustrated comments on competitor posts. 

Once a conversation starts, follow-ups don’t get lost: Warmly can automatically sequence those same contacts across LinkedIn and email, keeping the momentum alive long after the first ring.

#3: Cold email (done responsibly)

Cold email is still one of the most scalable prospecting channels, but only if you resist the temptation to blast generic templates. 

In 2025, the playbook is short, punchy, and highly personalized: one crisp subject line, a 2-3 sentence body that ties your message to a prospect’s role or recent activity, and a clear next step. 

The sweet spot is a 4-6 email sequence spread across 10-14 days, with variation in tone (value-driven insight, case study proof, soft ask). 

The goal isn’t to close deals over email - it’s to earn the conversation.

Where teams go wrong is chasing volume instead of relevance. 

Instead of treating every lead the same, start with accounts that fit your ICP and show live buying signals, such as recent funding, new hires, tech stack changes, or even industry chatter. 

That’s where Warmly comes in: it continuously monitors these signals and automatically builds prioritized lists of high-intent contacts. 

From there, you can orchestrate outreach at scale - Warmly’s AI SDR agent triggers personalized sequences across email and LinkedIn the moment a prospect shows intent, while also ensuring you’re not double-sequencing or missing follow-ups. 

As a result, you get more replies, less wasted effort, and a cold email program that feels far warmer to the buyer.

#4: Inbound prospecting (working the warmest leads first)

Inbound prospects are often your lowest-hanging fruit - but only if you treat them with the urgency and context they deserve. 

Today, inbound prospecting goes beyond just responding to demo requests. 

It means mining your own traffic and owned channels for buying signals such as: 

• Who’s visiting your pricing page?
• Which accounts are returning multiple times?
• Who’s engaging with your chatbot?
• Which free-tier users are showing “upgrade-ready” behavior?

The playbook here is built around speed-to-lead. 

Studies continue to show that reps who follow up within minutes see dramatically higher conversion rates than those who wait hours or days. 

The faster you can identify, qualify, and engage an inbound prospect, the more likely you are to turn them into pipeline.

This is another area where Warmly shines. 

It de-anonymizes website visitors in real time, surfaces exactly which accounts are browsing, and even ties activity back to individuals when possible. 

And it doesn’t stop there - Warmly can trigger the right next action automatically, whether that’s alerting a rep in Slack, routing the lead to the right owner, or dropping them into a personalized sequence via email or LinkedIn. 

Moreover, Warmly’s Live Video Call feature lets reps hop on a call with a prospect while they’re still on your website.

This way, instead of treating inbound as a static form-fill, you’re engaging prospects live, while their intent is still fresh.

#5: Networking & communities (digital + in-person)

Modern sales teams are rediscovering the power of networking and niche communities, both online and offline, as some of the best leads often don’t come from a database.

Instead, they come from conversations. 

Digital spaces like Slack groups, Discord channels, and LinkedIn communities are where buyers share pain points, swap tools, and recommend solutions, making it easy to spot potential targets. 

Meanwhile, in-person meetups, local associations, and industry events create opportunities to connect face-to-face with prospects outside of a formal pitch.

The key here is participation before persuasion. 

Reps who show up with useful playbooks, benchmark data, or thoughtful input build trust long before they ever make an ask. 

Once credibility is established, warm introductions and referrals often follow, and these connections compound pipeline quality over time.

Tools like Warmly help bring structure to what can otherwise feel untrackable. 

Attendees from events or active community members can be automatically captured into segments, enriched with company and role data, and routed to the right sales owner. 

Add in Warmly’s real-time signal monitoring, and you can quickly spot when someone you met in a Slack thread or at a meetup is showing intent elsewhere, so your team knows exactly when to re-engage.

#6: Strategic referrals & customer-led sourcing

Referrals remain one of the highest-converting sources of pipeline, but most teams treat them as a happy accident instead of a system. 

Today, however, the best sales orgs are formalizing the process. 

That means building referral requests into your customer journey.

For example, you can add a “who else should we talk to?” step during QBRs, follow up NPS surveys with a simple referral CTA, and include it as part of the handoff after a closed-won deal. 

Make it easy for champions to help you by equipping them with a short blurb and a calendar link, and always close the loop with thanks, whether that’s a personal note, a spotlight, or a small gesture of appreciation.

Warmly makes referrals even more powerful by monitoring when your champions move. 

A job change from a happy customer is one of the strongest buying signals you’ll ever get. 

Instead of finding out months later, Warmly alerts your team in real time and can trigger a “congrats + let’s re-sync” outreach sequence automatically. 

That way, you’re not only getting referrals from your current base but also re-opening doors the moment your best advocates land in new roles.

#7: Pipeline mining & re-prospecting (CRM, closed-lost, churn)

Not every “no” is permanent. 

In fact, many deals stall simply because the timing wasn’t right. 

That’s why the smartest teams regularly revisit their CRM, closed-lost opportunities, and even churned accounts. 

The playbook is simple: once a quarter, re-score those accounts against your current ICP and layer in fresh signals like leadership changes, new funding rounds, or tech stack shifts. 

Often, a prospect who said “not now” six months ago is suddenly in the market today.

The challenge is catching that shift at the right moment. Instead of manually combing through stale records, Warmly runs always-on monitoring in the background. 

The moment a previously cold account starts showing intent signals - from a new decision-maker joining, to a spike in industry keyword research - your team gets alerted. 

Even better, Warmly’s AI SDR can restart the conversation automatically with updated context, ensuring you re-engage with relevance instead of sounding out of touch. 

This turns your old pipeline into a renewable source of new opportunities.

#8: Advertising-assisted prospecting 

Advertising shouldn’t replace prospecting, but it can and should amplify it. 

Smart sales teams use paid channels to warm up the right people so that sales outreach lands with more familiarity. 

Think light-touch LinkedIn retargeting, Google search campaigns against high-fit keywords, or account-based ads targeting companies already in your pipeline. 

The trick is to sync these campaigns with your ICP and intent data, so you’re not just buying clicks, but staying visible to the exact buyers your reps are already working.

The payoff isn’t measured in vanity metrics like CTR alone, but in assisted replies and meetings. 

Buyers often engage with 10+ touchpoints before a decision, and seeing your brand across channels makes them far more likely to respond when a rep finally calls or emails.

Warmly helps connect the dots with signal-based ad targeting. 

By tracking onsite and offsite intent signals, it can automatically build and sync hyper-specific lead segments into your ad platforms. 

That means you’re not just retargeting generic visitors - you’re running personalized campaigns to decision-makers who’ve shown live interest. 

From there, Warmly’s AI orchestrates the right follow-up: dropping high-intent leads into personalized sequences, showing them Warm Offers directly on your site, or routing them into Slack for instant rep action. 

It’s demand gen and prospecting working together in real time.

Prospecting in action: A step-by-step Warmly-powered flow

Here’s a quick example of how we run prospecting end-to-end with Warmly, step by step:

1. Align ICP + signals: Define ICP with AI-powered ICP Identification (roles, industries, ACV range) and pick the 5-7 “why now” signals (job changes, funding, tech installs, pricing-page visits, competitor chatter).
2. Turn on always-on monitoring: Warmly tracks social signals (e.g., keywords/authors/mentions on LinkedIn) + first-party signals (web/product/chat/CRM) + third-party signals, with all activity rolling into a unified person-level timeline.
3. Auto-segment & prioritize: Create Intelligent Segments (ICP fit + live intent) → bucket into Hot / Warm / Nurture. 
4. Route & alert instantly: Hot accounts trigger Slack alerts + intelligent lead routing to the right owner.  
5. Find all stakeholders (multi-thread): Orchestrator pulls in additional buyers via connected sources (e.g., Apollo/ZoomInfo/Demandbase) + Warmly’s proprietary data.
6. Orchestrate outbound with context: AI SDR launches personalized sequences across email + LinkedIn for Hot/Warm buckets (no double-sequencing) with first touch referencing the exact signal (post, visit, role change). Call blocks are scheduled for surging accounts.
7. Amplify with ads (assist, not replace): Signal-based segments sync to ad platforms for light retargeting, so buyers see you before/while reps reach out. 
8. Catch inbound in real time: De-anonymize visiting accounts, show Warm Offers on site, and use AI chat to engage or book instantly.
9. Handoff with a complete context packet: When a meeting is booked, Warmly pushes to CRM the signal trail (posts viewed, pages visited, offers seen, sequences touched), stakeholders identified, and recommended next steps for the AE.
10. Learn, re-prospect, and tighten the loop: Weekly review by signal/segment/reply rate and refine ICP & thresholds, update messaging hooks, and add negative signals. Closed-lost/churn are monitored; when signals reignite, AI SDR restarts outreach with fresh context.

What are the best lead prospecting tools that can make prospecting easier?

Prospecting in today’s business landscape isn’t just about persistence - it’s about precision. 

The right tools help you cut through noise, surface the highest-intent buyers, and automate the busywork so reps can focus on conversations that convert.

Below are some of the best lead prospecting platforms on the market today, each with unique strengths and ideal use cases. 

1. Warmly

Best for: Teams that want to unify real-time intent, multi-channel outreach, and automated prospecting in one engine.

Warmly is a modern prospecting and revenue orchestration platform built to help teams identify and engage the right buyers faster. 

By combining real-time intent data with AI-driven outreach, it turns anonymous signals into qualified conversations across the channels your prospects already use.

Standout features

• Autonomous AI agents: They automatically check for ICP fit, sequence and engage hot leads without human intervention. 
• Live text and video chat: Reps can seamlessly hop into conversations while prospects are on your site. 
• Rich intent + behavior signals: Tracks social signals, product usage, web activity, job changes, and competitor buzz to rank prospects. 
• Ad sync & warm offers: Pushes audience segments to ad platforms and shows personalized offers on site based on intent. 
• Smart routing & alerting: Triggers Slack/CRM alerts when leads cross thresholds and auto-routes them to the right rep.

Pricing

Warmly offers three core plans, so your GTM team can choose the right mix of signals, automation, and AI engagement. 

All plans are billed annually, with optional add-ons for even deeper automation.

1. AI Data Agent (starts at $10,000/year): Includes 10,000 monthly credits, person-level web visitor de-anonymization (RB2B + Vector), access to all Warmly Signals (1st, 2nd & 3rd party), CRM integrations (Salesforce, HubSpot), Slack/Teams lead alerts, 100+ sales & marketing integrations, webhook/CSV exports, and access to the Coldly Contact Database with unlimited emails and LinkedIn profiles.
2. AI Outbound Agent (starts at $16,000/year): Includes everything in AI Data Agent plus native LinkedIn automation, outbound marketing automation, email/domain warmup, the ability to push leads into sequencers like Salesloft or Outreach, sync leads into ad audiences, and advanced lead routing with custom CRM fields.
3. AI Inbound Agent (starts at $22,000/year): Includes everything in AI Data Agent plus Warm AI Chat, AI chatbot & live video chat, Warm Offers (intent-powered pop-ups), Warm Calling (instant video calls), and advanced lead routing with custom CRM fields.

The optional add-ons include Mobile Phone Number Enrichment, AI Outbound SDR, and AI Inbound Lead Caller.

Note: The AI Data Agent plan also has a monthly plan available, with the pricing starting at $900/mo.

2. Apollo

Best for: Outbound-heavy sales teams that want an all-in-one stack combining data, sequencing, and insights.

Apollo.io is an all-in-one sales intelligence and engagement platform that combines a vast B2B database with outbound sequencing tools. 

It helps teams build targeted lists, launch multichannel campaigns, and analyze performance to scale outreach efficiently.

Standout features

• Advanced filtering & segmentation: Helps you slice prospects via role, funding, stack, and thousands of attributes. 
• Enrichment & data completion: Fills missing emails, titles, and phone numbers from its database. 
• Analytics & A/B testing: Shows which messages, subject lines, or flows outperform.

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.

3. Cognism

Best for: Teams operating globally (especially EU) that need GDPR-compliant prospecting and broad phone coverage.

Cognism is a global sales intelligence platform known for GDPR-compliant data and strong mobile number accuracy. 

It equips sales teams with high-quality contact data, intent insights, and integrations to reach prospects in international markets.

Standout features

• Diamond Data® & mobile number accuracy: Premium phone and mobile data with strong verification. 
• AI-driven list creation: You can generate ICP-based prospect lists from natural prompts. 
• Quickly build your target market: Precise segmentation based on a variety of filters and attributes lets you refine your target audience.

Pricing

Cognism doesn’t publish fixed pricing plans, since its costs vary depending on the customer’s specific needs. 

Packages are tailored, but they generally fall into two main tiers: Platinum and Diamond, with Diamond delivering more precise data through additional verification steps. 

On top of the data subscription, there’s also a platform fee that covers essentials like onboarding, support, and system setup. 

To get an exact quote, buyers need to speak directly with Cognism’s sales team.

4. Clay

Best for: Teams that want a highly configurable data engine to build prospect lists and enrich workflows without switching tools.

Clay is a flexible data automation tool that connects dozens of sources to help teams build and enrich prospect lists at scale. 

It’s designed for go-to-market teams that want to automate research, create dynamic segments, and feed enriched data into their outreach workflows.

Standout features

• Claygent: Clay’s AI-powered web scraper that automates manual research tasks, such as visiting websites, extracting relevant information, and summarizing findings, helping you find relevant company details and competitor information. 
• Waterfall logic for efficient enrichment: You can stack enrichment providers in sequence (if one fails, try the next), so you get high coverage without redundant or wasted API calls. 
• AI-driven personalization & copywriting support: Clay uses GPT-powered logic to generate custom intros, summaries, and icebreakers based on enriched data (company news, role, metadata) right inside workflows.

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.

5. Seamless.AI

Best for: Lean teams or SDRs who want fast, verified contact discovery to fuel pipeline.

Seamless.AI is a contact discovery platform that focuses on delivering real-time, verified phone numbers and email addresses. 

With its Chrome extension and fast search engine, it’s built for SDRs and smaller teams that need accurate prospect data quickly.

Standout features

• Chrome extension & LinkedIn integration: The browser plugin lets users extract contact info from LinkedIn or company domains directly while browsing.
• Prospector engine: Users can filter by title, industry, location, keywords, and get live emails/phone numbers + firmographic details.
• Job change and buyer intent tracking: Tracks when contacts change roles or when companies start researching relevant topics, helping teams refresh and re-engage.

Pricing

Seamless.AI has a free forever plan that provides you with 50 credits for finding prospect data.

For more credits and extra features, subscribe to one of two plans:

1. Pro: Includes everything in Free, daily credit refresh, access to AI features, etc.
2. Enterprise: Includes everything in Pro, plus API and extra support.

However, Seamless.AI doesn’t disclose prices for its packages, so you’ll have to contact its sales team.

Note: Some of its best features, including all the AI-powered ones, are listed as add-ons. This means that you may need to pay extra for them, regardless of your subscription to any of the platform’s paid plans.

FAQs

#1: What are some of the best practices in lead prospecting?

The best prospectors start with a clear and evolving ICP, layer in intent signals, and use multi-channel engagement instead of relying on a single touchpoint. 

Personalization matters more than volume: spending 30 seconds to find a relevant hook beats sending 30 generic emails. 

Finally, speed-to-lead is crucial, as responding to inbound signals within minutes can double or even triple conversion rates.

#2: What are the benefits of good lead prospecting?

Strong prospecting ensures reps spend time on the right accounts, not just any accounts. 

This leads to shorter sales cycles, higher win rates, and a more predictable pipeline. 

It also strengthens marketing-sales alignment, since prospecting bridges raw demand generation with qualified opportunities.

#3: What are some lead prospecting pitfalls to look out for?

Common mistakes include treating prospecting as a one-off batch activity instead of a daily discipline, sticking with a static ICP that doesn’t evolve, and falling into “spray and pray” outreach. 

Another pitfall is ignoring signals - reaching out without context often wastes both your time and the buyer’s. 

Poor data hygiene, like unverified emails or outdated contacts, can also damage reputation and deliverability.

#4: Where can I find leads for prospecting in the first place?

Leads can come from a mix of sources: B2B databases (Apollo, Cognism), LinkedIn searches, inbound website visitors, event attendee lists, referrals, and even your own CRM (closed-lost or inactive leads). 

Increasingly, intent data and social signals are becoming goldmines, helping you spot buyers already researching your space. 

The key isn’t just where you find them, but how quickly you act when the right signals show up.

Next steps: Turning signals into conversations

Prospecting in 2025 is no longer about volume - it’s about focus.

The teams that win are the ones who know exactly who to reach out to, why now is the right time, and how to engage across the channels buyers actually use. 

By combining proven prospecting tactics with modern, signal-driven tools, you can stop wasting cycles on cold contacts and start building warmer, more productive conversations.

Warmly helps you do exactly that. 

From uncovering anonymous visitors to orchestrating AI-powered outreach across email, LinkedIn, chat, and ads, Warmly keeps your team locked on the prospects most likely to convert.

Ready to see it in action? Book a demo with Warmly and start turning signals into pipeline today.

Read more

• AI For Personalized Marketing: How To Do It Right? - Discover how AI can turn generic campaigns into hyper-personalized buyer journeys that actually convert.
• 10 Best AI Prospecting Tools & Software in 2025 [Reviewed] - Explore the top AI tools helping sales teams find, qualify, and engage prospects faster than ever before.
• 10 Best AI Lead Generation Tools for B2B Teams [2025] - See which platforms are powering smarter, more efficient lead generation for B2B teams this year.
• AI for Sales Prospecting: How to Use It? [2025] - Learn how AI is reshaping prospecting workflows, from signal detection to automated outreach.
• AI Lead Scoring: What Is It & How To Do It Right [September 2025] - Understand how modern AI lead scoring works, and how it can help your reps focus on the hottest opportunities.
• 10 Best AI Sales Calls Tools & Software in 2025 [Reviewed] - Find out which AI sales call tools are boosting productivity, coaching reps in real time, and closing more deals.

Not all leads are created equal, and treating them like they are is one of the fastest ways to waste pipeline. 

Some are just browsing, others are mildly curious, and a few are actively looking to buy. 

The real challenge? Knowing which is which before your reps burn hours chasing the wrong ones.

That’s where predictive lead scoring comes in. 

Instead of relying on gut feel or static point systems, predictive scoring uses AI and machine learning to analyze historical data, behavioral patterns, and real-time buyer signals to rank leads by their likelihood to convert. 

The result is a smarter, faster way to prioritize the right prospects, improve sales efficiency, and align marketing and sales around what actually moves the needle.

In this article, I’ll explain all you need to know about predictive lead scoring, including a simple and actionable way of incorporating it into your sales and marketing workflows.

Buckle up, and let’s begin!

What is predictive lead scoring, and how does it work?

Predictive lead scoring is the process of using historical data, behavioral signals, and AI-powered models to assess how likely a lead is to convert, so that marketing and sales can focus on the right ones at the right time. 

Instead of fixed rule-based scoring (e.g. “+10 points if they visited the pricing page, +5 if from X industry”), predictive models dynamically learn from what actually worked in the past, and adjust as new data comes in.

The most important benefit of this approach is that it delivers something no static rules-based system can: agility. 

Predictive lead scoring learns from your actual data, surfaces hidden but powerful signals, and keeps itself aligned with how buying behavior is actually moving. 

And when you combine that with real-time intent and social signals, you can often spot high-potential leads before competitors even realize they exist.

Here’s how it works, step by step:

1. Collect and consolidate data from multiple sources: This includes firmographic/demographic info (company size, industry, job title, location), behavioral signals (website visits, downloads, email/open/click activity), CRM history (past successes & failures), and increasingly intent & social signals (e.g. someone researching topics relevant to your product, or new news about their company). 
2. Clean, enrich, and preprocess that data: Fix data quality issues (duplicates, missing fields), standardize formats (“VP” vs “Vice President”), enrich with external sources if possible, so attributes are meaningful. 
3. Attribute selection/engineering: Identify which attributes of leads are most predictive of conversion. Some attributes matter more than others (e.g. a demo request tends to carry more weight than just opening an email). Machine learning can help surface which combinations of behaviors + attributes correlate with conversion. 
4. Model training: Use historical lead outcome data (leads that converted vs leads that didn’t) to train a model. Popular approaches include logistic regression, decision trees/ensemble methods, and more advanced ML depending on data availability. The model learns patterns that correlate with success. 
5. Score assignment and ranking: Once trained, the model scores new leads (often 0-100 or similar), ranking them by likelihood to convert. Leads with high scores are flagged for priority follow-up. Medium or low might go into nurturing or monitoring. 
6. Real-time updates & adaptation: As new behavioral data arrives (e.g. they visit the site again, engage with content, trigger intent signals), the model updates the score. Also, as more outcomes (won deals/lost deals) come in, it retrains so it stays accurate even when buyer behavior or market dynamics shift.
7. Interpretation & action: Good predictive models don’t just give a number. They also explain why a lead is scoring high (which features or behaviors pushed the score up). That helps sales & marketing understand, trust, and act on the predictions. Also, higher scores can trigger workflows, such as routing leads, triggering outreach automatically, or putting leads into nurture tracks. 

What is the difference between predictive and traditional lead scoring?

Traditional lead scoring is a lot like using a checklist. 

You assign points based on predefined rules, for example, +10 if someone downloads a whitepaper, +5 if their job title matches your ICP, and +20 if they visit the pricing page. 

Once a lead crosses a threshold (say, 50 points), they’re flagged as “sales ready.”

It’s simple and transparent, but also static and manual. 

And if your rules are off - or if buyer behavior changes, as it often does - you risk chasing the wrong leads while overlooking the right ones.

Predictive lead scoring takes things further by letting AI and machine learning do the heavy lifting. 

Instead of relying on assumptions, the system analyzes historical customer data, behavioral patterns, and firmographic details to learn which signals actually correlate with conversion. 

Then, it automatically scores new leads based on those patterns, and continuously adapts as new data comes in.

Here are some key differences at a glance:

In short, traditional lead scoring tells you what you think matters, while predictive lead scoring uncovers what actually does.

How can you implement predictive lead scoring into your sales strategy?

Incorporating predictive lead scoring into your sales motion isn’t just a “set it and forget it” initiative.

It’s a transformation of how your sales and marketing teams work together, how they spot and act on intent, and how fast they move. 

Below are steps and workflows you can use, plus how platforms like Warmly help make each step smoother, faster, and more accurate.

Step 1: Align around your ICP & lead quality criteria

Predictive lead scoring is only as strong as the definition of your “ideal customer.” 

If the model doesn’t know who actually makes a great customer - not just by job title or industry, but by the deeper traits that signal real buying potential - it will struggle to separate hot leads from noise. 

Getting this right upfront prevents wasted effort and ensures your scoring model reflects reality.

To do this, start by analyzing historical data - look at both closed-won and closed-lost opportunities. 

Identify the shared characteristics of your best customers, such as:

• Industry.
• Company size.
• Seniority.
• Deal velocity.
• Behavioral patterns like demo requests or repeat visits to pricing pages. 

And it's just as important to involve both sales and marketing in this process so everyone agrees on what “sales-ready” actually means. 

This cross-team alignment makes sure the model is trained on the right signals from the start.

At Warmly, we lean on our AI-Powered ICP Identification to go beyond surface-level firmographics. 

The system uses AI to uncover the subtle traits that really define our top customers, which include all the things you’d never catch in a spreadsheet alone. 

And then, it automatically maps new leads and accounts against this enriched ICP profile, giving our predictive scoring a much stronger and more reliable foundation from day one.

Here’s an example of how it looks in practice:

Two leads might look identical in a spreadsheet - same industry, size, and title. 

But with Warmly, important nuances emerge: one contact is actually an active champion of new tech on LinkedIn, their company is expanding into Europe, and they’ve recently viewed competitor comparison pages. 

On paper, they look average; in reality, AI flags them as a high-intent, ready-to-buy lead.

Step 2: Collect, integrate, and enrich your data sources

A predictive model can’t predict well if the data behind it is incomplete or outdated. 

High-quality scoring requires a wide view, combining behavioral, demographic, CRM, and intent data. 

The more complete your picture of each lead, the better your scoring accuracy.

To get there, first you must connect all of your major systems (CRM, website analytics, email engagement data, enrichment providers, intent platforms) and clean the data before using it. 

Standardize formats, fill in missing fields, and make sure you’re not double-counting leads. 

Also, build a repeatable process so data stays current as leads interact with your brand.

Warmly makes this seamless with Real-Time Data & Signal Monitoring combined with data enrichment from 10+ providers. 

We don’t just pull static CRM records - we layer in live intent signals (like who’s researching your category or engaging with competitors). 

This ensures predictive lead scoring isn’t based only on who a lead was last quarter, but who they are right now.

For instance, a lead in your CRM might look cold based on last quarter’s activity. 

But with Warmly, you can see they’ve just engaged with competitor ads and attended a relevant webinar this week. 

So, instead of being overlooked, they’re instantly flagged as a hot lead because scoring is based on current intent, not outdated records.

Step 3: Build & train your predictive scoring model

The real value of predictive scoring lies in finding patterns humans can’t see, like which combinations of signals actually correlate with deals closing.

A model trained on your historical data can assign the right weights to actions and attributes, making the scoring process smarter than any manual ruleset.

At this point, you should use past deal outcomes to train the model. 

Test it by splitting data into training vs validation sets, and measure accuracy against actual conversions. 

And don’t stop after the first version - expect to retrain and fine-tune regularly. 

Track metrics like lead conversion rates by score tier and adjust thresholds as you go.

Warmly’s predictive scoring, for example, combines AI-driven modelling with real-time enrichment. 

Because we can see both historical patterns and current intent, our model adjusts dynamically instead of being locked to old data. 

For example, if a lead that looks “cold” on paper suddenly visits your pricing page twice in one day, Warmly will surface that shift instantly and update their score.

Step 4: Embed predictive scoring into your sales workflow

A predictive score is only valuable if it drives the right action at the right time. 

If hot leads sit idle in a dashboard, the advantage is lost. 

The key is embedding scoring into daily sales motions with automated routing, alerts, and follow-ups.

Here, start by defining clear thresholds and rules. 

For example, leads scoring above 80 go straight to sales with an SLA of 24 hours, while leads between 50-79 enter a nurture campaign. 

Set up automated workflows in your CRM and marketing automation tools so leads are routed, messaged, and nurtured consistently. 

Keep feedback loops open so sales reps can flag when a score feels off, helping refine the model.

In our workflows, we use Warmly’s Lead Routing & Notifications and the Orchestrator to ensure no hot leads slip through. 

Reps get Slack alerts the moment a high-intent lead hits the threshold, allowing them to react while the lead is still hot. 

At the same time, Warmly’s Orchestrator - which is essentially a kind of AI SDR - triggers personalized outreach sequences via email or LinkedIn automatically, so sales never miss the window of peak intent.

Try the Orchestrator’s automated outreach capabilities here:

Step 5: Monitor, iterate, and refine continuously

Buyer behavior changes constantly. 

Models that worked six months ago may drift if you don’t retrain them, and continuous monitoring ensures that your scores reflect today’s reality, not last year’s.

This is why you should regularly track conversion rates by score band, pipeline velocity, and win rates for high-scoring leads. 

If hot leads aren’t converting, investigate which signals might be misleading or whether weights need to shift. 

Also, retrain the model with fresh data at least quarterly, and bring in sales feedback to validate changes.

Warmly’s dashboards make it easy to see how different score ranges are performing in real time. 

Because we combine signal monitoring with predictive scoring, we’re always learning from the latest buyer behavior - not just the historical patterns. 

That means the model improves continuously, keeping pace with changing markets and buyer intent.

Workflow example you can copy/paste: From prospect to handoff

Here’s a sample flow of how a well-implemented predictive lead scoring process can look using Warmly’s tools:

1. New leads enter via your website/forms/purchase interest → data flows into CRM + Warmly.
2. Warmly enriches the lead (firmographics + social intent + behavior + ICP fit).
3. Warmly’s model assigns a predictive score in real-time.
4. If the score crosses a “hot” threshold, a hot lead alert is sent to SDR / sales in Slack / via routing rules. The SDR is prompted to initiate outreach immediately.
5. If the lead is mid-score, they are dropped into a nurture sequence / personalized follow-ups powered by Warmly’s Audience Building / Marketing Ops / Orchestrator.
6. Sales & marketing review performance weekly/monthly. Leads flagged “hot” but not buying are analyzed to see what signal they missed; model adjusted or thresholds tweaked.

What are the best predictive lead scoring tools in 2025?

Choosing the right predictive lead scoring tool can make the difference between chasing dead ends and focusing on buyers who are truly ready to convert. 

In 2025, the best platforms don’t just crunch historical data - they combine AI, intent signals, and automation to help sales and marketing teams act faster and smarter. 

Below, we’ve rounded up the top tools leading the way, starting with Warmly.

1. Warmly

Best for: Growth-oriented B2B companies needing real-time buyer intent, high velocity outreach, and tight alignment between marketing & sales.

Warmly is a lead scoring & intent platform that combines real-time person/account signals with a wide range of AI-driven features, including ICP (Ideal Customer Profile) matching, enrichment, and automation. 

The best part is that it doesn't just score leads - it helps you act on them (through routing, outreach, and nurturing) using up-to-the-minute “warm” signals. 

Warmly’s approach is built for speed and relevance, especially when timing matters.

Standout features

• Real-time data & signal monitoring: Warmly ingests signals from multiple sources (website behavior, competitor tracking, social intent, etc.) and updates scores dynamically, so your reps see who’s heating up right now rather than relying only on old CRM data.
• AI-powered ICP identification: Goes deeper than just job title/industry, as Warmly uses AI to find the traits among your best customers, then identifies new leads/accounts that match that richer profile.
• Lead routing & notifications: Automatically routes hot leads (above threshold) and sends real-time alerts (e.g. via Slack or CRM) so sales can engage immediately.
• Orchestrator: Warmly’s AI SDR sequence tool triggers personalized outreach via email and LinkedIn when intent thresholds are met, so follow-ups happen with less manual effort.
• Coldly database: Warmly’s always-refreshed database of 200M+ accounts and contacts ensures predictive scoring is paired with the right data from the start. With daily validation, CRM enrichment, and 25+ advanced filters, your team can quickly build precise prospect lists and keep lead data fresh, so scores stay accurate and outreach never relies on stale info.

Pricing

Warmly offers three core plans, so your GTM team can choose the right mix of signals, automation, and AI engagement. 

All plans are billed annually, with optional add-ons for even deeper automation.

1. AI Data Agent (starts at $10,000/year): Includes 10,000 monthly credits, person-level web visitor de-anonymization (RB2B + Vector), access to all Warmly Signals (1st, 2nd & 3rd party), CRM integrations (Salesforce, HubSpot), Slack/Teams lead alerts, 100+ sales & marketing integrations, webhook/CSV exports, and access to the Coldly Contact Database with unlimited emails and LinkedIn profiles.
2. AI Outbound Agent (starts at $16,000/year): Includes everything in AI Data Agent plus native LinkedIn automation, outbound marketing automation, email/domain warmup, the ability to push leads into sequencers like Salesloft or Outreach, sync leads into ad audiences, and advanced lead routing with custom CRM fields.
3. AI Inbound Agent (starts at $22,000/year): Includes everything in AI Data Agent plus Warm AI Chat, AI chatbot & live video chat, Warm Offers (intent-powered pop-ups), Warm Calling (instant video calls), and advanced lead routing with custom CRM fields.

The optional add-ons include Mobile Phone Number Enrichment, AI Outbound SDR, and AI Inbound Lead Caller.

Note: The AI Data Agent plan also has a monthly plan available, with the pricing starting at $900/mo.

2. MadKudu

Best for: B2B SaaS and growth-stage companies that want greater insight into lead quality by combining behavioral data with firmographic fit.

MadKudu is a predictive lead scoring tool that helps marketing and sales teams refine lead qualification by applying data science to identify both lead fit (who they are) and lead interest/behavior (what they’re doing). 

It surfaces high-potential leads and automates routing and workflows based on dynamic signals. 

Standout features

• Behavioral + fit scoring: MadKudu evaluates both historical behavior (like content interaction, website visits, product usage) and profile data (company size, industry, contact role) to give a well-rounded score. 
• Signal-based prioritization: It captures real-time or near real-time signals (e.g. engagement, browsing, form submissions) to bump leads when they show buying intent. 
• Adaptive scoring models: It retrains and refines scoring over time, incorporating closed-won / closed-lost data to make scores more predictive.

Pricing

MadKudu doesn’t disclose its pricing.

For more information, you’ll have to contact its team.

3. OneShot.ai 

Best for: Teams that want personalization & automation built in along with predictive scoring, especially in outbound or multi-channel motions.

OneShot.ai is an AI-powered outbound sales and prospecting platform built to help B2B teams find, prioritize, and engage with high-potential leads more effectively. 

It combines intelligent lead scoring with data enrichment and multichannel outreach, so that outreach feels personalized rather than generic, even when it's scaled.

Standout features

• Insight Agent: AI-driven feature that manages in-depth research and auto-enrichment of leads.
• Persona Agent: Psychographically segments prospects for more precise targeting and predictive analysis.
• Personalization Agent: Crafts and sends custom messages across channels like email, LinkedIn, and voice mail.

Pricing

OneShot.ai offers three tiers, each designed for different levels of prospecting needs - from individuals running highly personalized outreach to teams that want fully autonomous AI-driven prospecting at scale:

1. AI Sidekick (custom pricing): Designed for individuals or small teams focused on 1:1 personalized outreach. Includes AI-powered research, hyper-personalized emails, LinkedIn invites and InMails, basic AI assistance, integrations with LinkedIn, HubSpot, Apollo, Salesloft, and Outreach, and support for manual, highly personalized workflows.
2. Scaled Research & Messaging (custom pricing): Built for teams scaling outreach across thousands of prospects with minimal setup. Includes everything in AI Sidekick plus custom prompting for large-scale campaigns, workflow automation for outreach, medium-scale delivery optimization, up to 2,000 monthly AI-generated messages, and seamless integration with sales tools.
3. Fully Autonomous Prospecting ($1,995/month): Best for teams of any size that want outbound prospecting handled entirely by AI. Includes everything in Scaled Research & Messaging plus fully autonomous 24/7 prospecting, AI-driven sequencing and delivery optimization for the highest response rates, zero manual work required, up to 2,000 autonomous leads per month, advanced analytics, access to a database of 400M+ contacts, and full CRM integrations for hands-free workflows.

4. 6sense

Best for: Larger & mid-market B2B organizations with ABM or where identifying anonymous buyer intent & early signals matters greatly.

6sense emphasizes discovering "unknown buyers" early via web intent, anonymous research, enrichment of account / contact data, and predictive analytics to prioritize targets. 

It’s more heavyweight than simple scoring but powerful in spotting opportunity earlier.

Standout features

• Rich data & account enrichment: Deep firmographic & technographic enrichment to build fuller account/lead profiles.
• Prioritization dashboards: Give reps a constantly updated, 360° view of deals, accounts, and leads, so they can spot opportunities in real time and know exactly which accounts to focus on next.
• Dynamic audience building: Use 80+ segmentation filters to define your ICP and automatically adjust account lists in real time based on signals like buying stage, revenue changes, or intent keywords.

Pricing 

6sense has a free plan that provides 50 credits/month, Chrome Extension, list builder, sales alerts, and company and people search.

When it comes to its paid options, there are three to choose from:

1. Sales Intelligence + Data Credits + Predictive AI: The most comprehensive package, includes all of 6Sense’s features, such as predictive AI models, scores, and dashboards, sales Copilot, AI recommendations, company and contact insights, alerts, automated workflows, etc.
2. Sales Intelligence + Data Credits: Includes access to some features related to sales (e.g., sales Copilot, AI writer, etc.) and data (limited company and contact insights).
3. Sales Intelligence + Predictive AI: Also includes access to some features related to sales and some regarding predictive AI modules (e.g., predictive scoring and dashboards).

However, 6sense doesn’t disclose actual prices for any of the packages.

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

Before you reach out to 6sense, explore our in-depth pricing review - it breaks down what you can expect to pay and which plans deliver the most value.

FAQs

#1: Does predictive lead scoring work in sales?

Yes!

Predictive lead scoring helps sales teams focus on the prospects most likely to convert by analyzing historical outcomes and real-time intent signals. 

Instead of wasting time on low-fit leads, reps can prioritize high-potential accounts, improve efficiency, and boost win rates.

#2: What are the benefits of predictive lead scoring?

The main benefits are accuracy, efficiency, and alignment. 

By letting AI uncover the patterns behind your best customers, predictive scoring removes guesswork and bias, shortens sales cycles, increases conversion rates, and ensures sales and marketing teams agree on what a “qualified” lead really looks like.

#3: What is the difference between predictive lead scoring and predictive analytics?

Predictive lead scoring is a specific application of predictive analytics. 

While predictive analytics can forecast outcomes across many areas (like churn, demand, or revenue trends), predictive lead scoring focuses solely on ranking leads by their likelihood to convert, helping GTM teams prioritize pipeline.

#4: How much data would I need to start with predictive lead scoring?

The more historical data you have, the more accurate your model will be. 

As a rule of thumb, a few thousand lead records (with clear outcomes like closed-won or closed-lost) provide enough to start training a reliable model. 

That said, modern platforms like Warmly can combine your CRM history with third-party intent and real-time signals, making it easier to get value even if your dataset is smaller.

Next steps: Put predictive lead scoring into action

Predictive lead scoring isn’t just a smarter way to qualify leads.

Essentially, it’s the key to making sure your team spends time where it matters most. 

By combining historical data with real-time signals, you can prioritize the right buyers, shorten sales cycles, and make sales and marketing work in sync.

The logical next step is moving from theory to practice. 

Start by aligning on your ICP, connecting the right data sources, and making predictive scoring part of your daily workflows. 

From there, it’s about acting fast when intent signals fire because timing is everything.

That’s exactly where Warmly comes in.

With AI-powered ICP identification, real-time signal monitoring, and automated routing and outreach, Warmly helps you not only score leads but engage them at the perfect moment.

Ready to stop guessing and start winning with predictive lead scoring? 

Book a demo with our team today and see how you can easily turn intent into pipeline.

Read more

• AI Lead Scoring: What Is It & How To Do It Right [September 2025] - Discover how AI is transforming lead qualification and learn the exact steps to make it work for your pipeline.
• 10 Best AI Lead Generation Tools for B2B Teams [2025] - The ultimate roundup of tools that actually deliver leads (not noise) for modern B2B teams.
• The Complete B2B MarTech Stack That We'd Use In 2025 - See the exact stack we’d bet on to run high-performing, AI-driven marketing in 2025.
• 10 Best Buyer Intent Tools & Software In 2025 - Find out which platforms reveal who’s ready to buy, and how to act on those signals before competitors do.
• How to Use An AI Chat for Lead Generation in 2025? - Learn how AI chat can turn casual site visitors into qualified leads with real buying intent.
• GTM Intelligence: Definitions, Use Cases & Software [2025] - Your guide to understanding GTM intelligence and the tools that give teams a real competitive edge.

Your pipeline’s full, but here’s the problem: not every lead is worth your reps’ time.

Some are just kicking the tyres. Others are days away from signing. 

How do you know which is which?

That’s where lead scoring comes in.

Done right, it keeps sales focused on the hottest opportunities, while marketing knows exactly when to pass leads over. 

The result? Higher conversion rates, shorter sales cycles, and better alignment across your GTM teams.

But today, lead scoring isn’t just about adding points for a pricing page visit or subtracting them for a career page click. 

As the business landscape became more complex, so did scoring methods and software.

That's why, in this guide, I’ll cover everything you need to know, including:

• What lead scoring is and why it matters.
• The different models you can use.
• Actionable playbooks.
• The role of AI lead scoring software.

Let’s dive in!

What is lead scoring?

Lead scoring is the process of ranking and prioritizing prospects based on how likely they are to become customers. 

Instead of treating every inbound form fill, demo request, or LinkedIn click the same, lead scoring helps you separate the “just curious” from the “ready to buy.”

It works by assigning points (positive or negative) to specific attributes and behaviors. 

For example, a decision-maker who downloads your pricing guide might score high, while a student browsing your blog might score low. 

Once a lead reaches a certain threshold, they’re flagged as sales-ready, giving reps a clear signal to reach out.

The benefit? Sales focuses on the right conversations at the right time, marketing knows when to hand off leads, and your pipeline gets healthier without wasted effort.

How do you calculate a lead score?

Here’s a simple example of how basic lead scoring works in practice. 

Start by looking at your past customers and identifying the actions and traits they had in common. 

Then, assign points to those behaviors and attributes to reflect how closely a new lead matches your ideal profile.

Once a lead’s total score passes your sales-qualified threshold (say, 60 points), they’re handed to sales. 

This kind of scoring model makes it easy to see at a glance who’s most likely to convert, and who still needs nurturing.

What are the different lead scoring models?

Not every company scores leads the same way, and that’s by design. 

The right model for you depends on factors like:

• Your sales cycle length: Longer cycles with multiple stakeholders often benefit from predictive or intent-based scoring, while shorter cycles may do fine with behavioral scoring.
• Lead volume: High-volume inbound funnels usually need AI or negative scoring to separate real buyers from noise, while lower-volume funnels can rely on simpler demographic or engagement models.
• Data availability: If you have access to robust intent data or CRM history, predictive scoring is powerful. If not, firmographic and behavioral scoring may be the most practical starting point.
• Alignment with your ICP: The closer your model maps to your ideal customer profile (company size, industry, buying role), the more effective it’ll be at surfacing high-quality leads.

With that in mind, here are the most common lead scoring models:

1. Demographic/firmographic scoring: Based on who the lead is (job title, company size, industry, region). 
2. Behavioral scoring: Based on what the lead does (site visits, downloads, webinar attendance). 
3. Engagement scoring: Focused on frequency and depth of interaction (social activity, repeat visits, email clicks). 
4. Intent-based scoring: Uses first- and third-party data to spot when buyers are actively researching your category.
5. Negative scoring: Deducts points for disqualifiers (competitors, students, job seekers) so sales doesn’t waste time.
6. Predictive/AI scoring: Applies machine learning to historical data to forecast conversion likelihood. 

In practice, most companies blend several of these models - or evolve from simple demographic and behavioral scoring into AI-powered approaches - as their data and GTM maturity grow.

How can you incorporate lead scoring into your sales motion?

Lead scoring is only useful if you embed it tightly into your day-to-day sales workflow. 

Here’s how to do that better, faster, and more intelligently:

1. Define your score thresholds 

Start by setting clear rules for what counts as hot, warm, and cold.

For example, leads scoring above 80 become Sales Qualified, those between 50-80 go into nurturing, and those below 50 might require enrichment or retargeting.

Warmly makes scoring far more precise by fusing person-level signals across three streams - website intent (first-party), third-party intent, and social intent - and evaluating each contact/account against your ICP in real time. 

Let’s take a quick look at the signals Warmly tracks and why it matters:

1. Website intent (first-party): Warmly de-anonymizes your traffic (on average, revealing ~15% of contacts and 65% of visiting companies) and syncs those identities and sessions back to your CRM.

That means scoring is based on actual, concrete, high-intent behaviors on your site (e.g., visiting pricing and product pages, repeat visits, etc.) and updates instantly while the visitor is still active.

You can also trigger alerts the moment a known high-intent account is browsing, so reps act while interest is fresh. 

2. Third-party intent: Warmly integrates Bombora Buyer Intent, combining off-site research activity (topic surges across the B2B web) with your on-site behavior and firmographic fit to highlight accounts that are actively in-market right now.

The value here is timing: third-party intent often lights up before a buyer ever reaches your site, so your score gets an early boost on accounts that are heating up, not just the ones already clicking around your pages. 

3. Social intent: With Social Signals, Warmly monitors real buyer conversations on LinkedIn and other social channels (e.g., who’s posting about your space, commenting on competitor content, or mentioning your brand), then lets you build targeted lists and orchestrations from those high-intent moments.

These signals roll into the score and can auto-trigger outreach or ads, so your team jumps into live threads and ongoing discussions instead of cold starting. 

4. Person-level enrichment & fit: All of the above is joined with firmographic and behavioral enrichment (company, role, activity) so your score reflects fit and readiness together, and not just clicks.

This is how Warmly elevates the right people at the right accounts, not just the noisiest browsers.

As a result, Warmly will accurately distinguish between a recurrent visitor that fits your ICP and goes to high-intent pages, such as pricing, and a recurrent visitor that goes to your blog only, scoring each accordingly.

That way, your “hot” bucket always reflects actual reality instead of guesswork.

Get a closer look at Warmly’s Bombora-powered insights to see what they’re all about:

2. Automate routing the moment a threshold is crossed

Don’t wait for manual review. 

When a lead crosses a threshold (say, hits 80), send it straight to the right rep, partner with Slack or email alerts, and tag them in your CRM so reps know “this lead is ready.”

We use it in our workflows with Warmly’s 24/7 help.

The platform checks that the lead not only matches our ICP but also exhibits clear intent signals, like repeat pricing page visits, surging research activity, or engagement on LinkedIn, as I explained above. 

And when a lead tips into “Hot,” Warmly takes over instantly:

1. Intelligent routing: Leads are automatically assigned to the right AE based on preset rules (territory, account ownership, deal size, etc.), so there’s never a question of “who should follow up.”
2. Real-time notifications: At the same time, Warmly pushes a Slack alert directly to the assigned rep. This isn’t just a name and email, as it comes annotated with the why behind the score: “Hot Lead - Director of Ops at [Target Account]. Scored 85 after visiting pricing twice + active in LinkedIn thread on ‘delivery optimization.’”
3. CRM sync: Warmly updates the lead’s record in Salesforce or HubSpot with the score and the top signals that drove it, so the entire GTM team sees the same context.

The effect is powerful: reps get context-rich alerts at the exact right moment, they can prioritize with confidence, and no high-value lead ever slips through the cracks.

3. Set follow-up cadences & workflows by score

Each score band should have its own playbook, so reps never wonder what to do next.

For example:

• Hot: direct outreach, demo booking, or even a Warmly “Warm Call” while they’re live on your site.
• Warm: short nurture with targeted content, triggered automatically by Warmly’s workflows.
• Cold: retarget with ads or enrich further until they fit your ICP.

Warmly can help here too, as it doesn’t just stop at scoring a lead.

Instead, it turns that score into action by linking it directly with multi-channel, trigger-based outreach workflows.

Here’s what it can do:

1. Signal-based automation: You can set rules so that when a prospect crosses a certain score, outreach begins automatically.

For example: if someone from your target account visits the pricing page twice, Warmly immediately triggers a tailored outbound sequence (like a LinkedIn DM paired with a personalized email) without waiting on manual intervention.

2. Automatic personalization & follow-up: Each message Warmly sends is tailored using the lead’s signals, ICP fit, and whether they’re already in a sequence.

It also handles follow-ups automatically, increasing outbound volume and response rates without overwhelming your team.

3. Live engagement with “Warm Calls”: If the lead is still on your site, Warmly enables real-time engagement. Reps can see who’s browsing, then launch a live video chat or instant message.

What might have been a cold lead yesterday becomes a warm conversation in the moment of intent.

In short, Warmly turns “lead score = number” into “lead score = next best action” across email, LinkedIn, chat, and live engagement. 

It’s how teams scale targeted outreach without scaling headcount.

What are the best lead scoring tools on the market in 2025?

With so many tools out there claiming to turn leads into revenue gold, choosing the right one can make or break your sales motion. 

In 2025, the winners aren’t just those with good scoring algorithms - they’re the platforms that combine rich intent signals, real-time action, and AI agents that can do more than just alert.

Below, you’ll find a comparison of top lead scoring tools that stand out today, each excelling in different strengths. 

I’ll cover what they’re best suited for, what makes them unique, and how their pricing stacks up, so you can match capability to your team’s level and strategy.

1. Warmly

Best for: Teams that want real-time, multi-signal lead scoring combined with AI agents that don’t just score leads but also take the next step by engaging, routing, and orchestrating outreach automatically.

Warmly is a full AI Agentic GTM platform that blends person-level intent signals (website, social, third-party) and website visitor identification with AI agents, letting you cover your entire GTM pipeline.

The platform can identify ICP-fit buyers, assign scores in real time, and then trigger the right play automatically, including alerting reps, launching outbound sequences, or even engaging website visitors via chat.

Standout features

• AI SDR Agent: Acts as an always-on SDR, monitoring signals and launching multi-channel sequences (email + LinkedIn) on behalf of reps to book meetings while your team sleeps.
• AI Marketing Ops & Demand Gen Agents: Turn lead scoring into dynamic campaigns with syncing ad audiences, triggering warm-offer pop-ups, or personalizing nurture paths based on score changes and buyer behavior.
• Warm AI Chat & Warm Calls: Engage site visitors live with AI chat or video calls, qualify them instantly, and connect hot buyers directly to sales while they’re active.
• Multi-signal enrichment & ICP scoring: Combines website de-anonymization, Bombora buyer intent, and social signals into a single, continuously updated score.
• Automated alerts & routing: Hot leads are instantly routed to the right rep with Slack/CRM alerts annotated with the exact signals that drove the score.

Pricing

Warmly offers three core plans, so your GTM team can choose the right mix of signals, automation, and AI engagement. 

All plans are billed annually, with optional add-ons for even deeper automation.

1. AI Data Agent (starts at $10,000/year): Includes 10,000 monthly credits, person-level web visitor de-anonymization (RB2B + Vector), access to all Warmly Signals (1st, 2nd & 3rd party), CRM integrations (Salesforce, HubSpot), Slack/Teams lead alerts, 100+ sales & marketing integrations, webhook/CSV exports, and access to the Coldly Contact Database with unlimited emails and LinkedIn profiles.
2. AI Outbound Agent (starts at $16,000/year): Includes everything in AI Data Agent plus native LinkedIn automation, outbound marketing automation, email/domain warmup, the ability to push leads into sequencers like Salesloft or Outreach, sync leads into ad audiences, and advanced lead routing with custom CRM fields.
3. AI Inbound Agent (starts at $22,000/year): Includes everything in AI Data Agent plus Warm AI Chat, AI chatbot & live video chat, Warm Offers (intent-powered pop-ups), Warm Calling (instant video calls), and advanced lead routing with custom CRM fields.

The optional add-ons include Mobile Phone Number Enrichment, AI Outbound SDR, and AI Inbound Lead Caller.

Note: The AI Data Agent plan also has a monthly plan available, with the pricing starting at $900/mo.

2. 6sense

Best for: Large-enterprise and ABM (Account-Based Marketing) teams who need deep predictive analytics, account-level intent, and sophisticated workflows across marketing + sales. 

6sense is a revenue intelligence platform that uses AI + big data to help teams see buyer intent (both on-site and off-site), predict which accounts are likely to convert, and trigger workflows or alerts based on those signals. 

It’s built for scaling account-based strategies, with rich features for intent detection, hierarchical account views, and predictive scoring.

Standout features

• Predictive & real-time scoring: Continuously updates scores as new data/behavior comes in and uses machine learning to surface what accounts are heating up. 
• Account-level intent signals & hierarchy: Tracks activity at the account level, discovers buying groups/stakeholders, and monitors off-site behavior (e.g., comparison research, content consumption) before those leads show up in your system. 
• Intelligent workflows & alerts: When certain thresholds are met (e.g. intent surge, activity spike), 6sense can trigger internal alerts, routing, and even recommendations for outreach. 

Pricing

6sense has a free plan that provides 50 credits/month, a Chrome Extension, a list builder, sales alerts, and company and people search.

When it comes to its paid options, there are three to choose from:

1. Sales Intelligence + Data Credits + Predictive AI: The most comprehensive package, includes all of 6Sense’s features, such as predictive AI models, scores, and dashboards, sales Copilot, AI recommendations, company and contact insights, alerts, automated workflows, etc.
2. Sales Intelligence + Data Credits: Includes access to some features related to sales (e.g., sales Copilot, AI writer, etc.) and data (limited company and contact insights).
3. Sales Intelligence + Predictive AI: Also includes access to some features related to sales and some regarding predictive AI modules (e.g., predictive scoring and dashboards).

However, 6sense doesn’t disclose actual prices for any of the packages.

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

Before you reach out to 6sense, explore our in-depth pricing review - it breaks down what you can expect to pay and which plans deliver the most value.

3. Cognism

Best for: Companies needing high accuracy in B2B data, especially in the UK/EU region (strong compliance, verified contact data, off-site intent signals), where data quality and regulation matter.

Cognism is a sales intelligence platform with a strong emphasis on GDPR/CCPA compliance, phone-verified contact data, intent data, enrichment, and prospecting tools. 

It’s more of a data enrichment driven platform than a full outbound engagement orchestration.

Standout features

• Verified & compliant contact & company data: Their data is highly cleaned, phone numbers/mobile, firmographics, with verification, which is valued especially in regulated contexts. 
• Intent data + analytics: Includes intent signals (e.g. Bombora), target market analytics. Helps you discover accounts showing behavior that correlates to being in market. 
• Chrome extension: Lets you pull lead intelligence from LinkedIn and LinkedIn Sales Navigator search results.

Pricing

Cognism doesn’t offer standardized, one-size-fits-all pricing. 

Instead, its packages are customized based on each customer’s requirements. 

What’s clear is that there are two main data tiers to choose from: Platinum and Diamond, with Diamond offering higher accuracy thanks to multiple verification layers. 

Pricing also includes a flat platform fee that covers onboarding, support, maintenance, and setup. 

However, for exact figures, you’ll need to connect directly with Cognism’s sales team.

4. Apollo.io

Best for: Teams (SMBs to midmarket) wanting to combine lead data + engagement + automation in one platform, especially for US markets.

Apollo.io offers a large contact/corporate database, built-in email sequencing, CRM integrations, some level of intent signals and lead scoring. 

This makes it a solid option for volume and outbound sales automation.

Standout features

• Massive B2B contact & company database: Apollo gives access to over 275M contacts and 70M companies, complete with emails, phone numbers, and firmographic filters to help you build targeted lists fast.
• Built-in outbound sequencing: Launch and manage email sequences, calls, and LinkedIn tasks directly from Apollo without needing a separate sequencer.
• Intent signals & buying triggers: Track activity such as job changes, funding events, or hiring spikes to prioritize leads showing stronger buying intent.

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.

FAQs

#1: Does lead scoring really work in sales?

Yes - when done well, lead scoring helps sales teams focus on high-intent opportunities instead of wasting time on low-quality leads. 

It reduces guesswork, improves conversion rates, and aligns sales and marketing on who’s truly ready to buy.

#2: Should I choose a predictive or a rule-based lead scoring model?

Rule-based models are a good starting point because they’re simple and transparent. 

Predictive models, powered by AI, are better if you have enough historical data, as they automatically surface patterns you might miss. 

Many teams use a hybrid approach: rules for transparency, predictive for scale.

#3: What should I keep in mind when implementing lead scoring into my workflows?

Define clear thresholds for what counts as “hot,” “warm,” and “cold.” 

Make sure your CRM and sales tools are integrated so scores trigger actions automatically. 

And review your scoring criteria regularly. Buyer behavior changes, and your model should adapt.

#4: With which sales workflows can I combine lead scoring?

Lead scoring can plug into routing, automated outreach sequences, ad audience syncing, inbound chat, and even live engagement. 

In other words, it works best when it doesn’t just score leads but also drives the next step in your GTM playbook.

Next steps: Turn scoring into action with Warmly

Lead scoring only pays off when it’s more than a number. 

The real impact comes from embedding it into your sales motion by routing the right leads to the right reps, triggering personalized outreach the moment interest peaks, and giving your team the confidence to prioritize with precision.

That’s exactly what Warmly was built for. 

With real-time multi-signal scoring, AI Agents that orchestrate next steps automatically, and seamless routing into your CRM and Slack, Warmly helps GTM teams close the gap between “this lead looks good” and “this lead just booked a meeting.”

If you’re ready to stop guessing and start converting with intelligence, it’s time to see Warmly in action.

Book a demo with Warmly today and discover how AI-powered lead scoring can fill your pipeline with the right conversations at the right time.

Read more

• AI Lead Scoring: What Is It & How To Do It Right [September 2025] - Learn how AI is transforming lead scoring from guesswork into precise, real-time prioritization that drives pipeline growth.
• 10 Best AI Lead Generation Tools for B2B Teams [2025] - Discover the top AI platforms helping B2B teams find, qualify, and convert high-value leads faster in 2025.
• GTM Motion: Definitions, Best Practices & Examples - Break down what a GTM motion really is, with proven strategies and examples to help your team execute flawlessly.
• AI For Sales & Marketing Alignment: How To Do It Right? - See how AI bridges the gap between sales and marketing, creating tighter alignment and more revenue.
• The Chatbot Sales Funnel: What Is It & How To Build It [2025] - Unpack how chatbots can guide prospects through every funnel stage and convert more conversations into deals.
• How to Use An AI Chat for Lead Generation in 2025? - Explore practical ways to use AI chat to capture, qualify, and engage leads instantly in 2025.

A strong AI lead scoring platform can help you prioritize high-quality leads, reduce wasted effort, and ensure your team spends time where it matters most.

In this guide, I’ll go over the 10 best AI-powered lead scoring software solutions designed to help you identify sales-ready leads, automate qualification, and drive predictable growth.

TL;DR

• Warmly offers the best AI lead scoring software with advanced buyer intent signals, real-time lead prioritization, and intelligent routing that turns intent into action.
• Prospecting-focused tools like Apollo and Seamless AI are ideal for teams that need a lead scoring tool with scalable outbound personalization.
• On the other hand, enrichment and predictive tools like Clearbit and MadKudu can help you enrich inbound leads, build custom scoring models, and predict which prospects are most likely to convert.

But before diving in, I want to go over the key factors to consider when buying AI lead scoring software:

What are the factors to consider when evaluating AI lead scoring tools

The main factors to consider when evaluating AI lead scoring tools are predictive model performance and its explainability, the quality and connectivity of your data, its customization and segmentation capabilities, and the tool’s cost.

Let’s go over each one of them in detail: ⬇️

#1: Predictive performance and explainability

If I were you, I’d start by assessing how well the model actually predicts outcomes for your business.

➡️ Equally important here is explainability: you need to trust and act on a score, so the tool should show feature importance, a clear rationale for high and low scores, and reasoning of what would change this lead’s score. 

During a product demo, ask whether you can validate the model on a holdout set and see per-segment performance (e.g., by industry or deal size).

#2: Data inputs, quality, and integrations

A lead score is only as good as the inputs.

This is why you should evaluate what data the tool uses (e.g., CRM activities, web behavior, enrichment data, engagement signals, and product usage) and how easily it ingests them.

If I were you, I’d check how missing or noisy fields are handled, and whether the vendor offers built-in enrichment or relies on your sales intelligence providers.

💡 Also, you should verify prebuilt connectors (Salesforce, HubSpot, Marketo, GA, product analytics) and whether you can map custom fields without complex engineering.

#3: Customization and segmentation capabilities

You’ll want the scoring logic to reflect your different GTM motions, such as inbound vs. outbound, marketing-qualified vs. product-qualified leads. I’d recommend you check if you can create multiple models or scoring profiles. 

Look for the ability to add your own business rules (e.g., disqualify if contract size is less than $10,000/year) and weight signals.

➡️ Also, confirm whether non-tech-savvy users can tweak rules and whether your data team can bring their own models or formulas. A one-size-fits-all score rarely matches nuanced GTM strategies.

#4: Pricing structure

Last but not least, AI lead scoring tools can vary in how they charge your enterprise, so you’ll want a pricing model that aligns with both your scale and your maturity. 

Typical pricing models include:

• Per-user pricing, which works for smaller teams but can get expensive at scale.
• Usage-based pricing, where you pay based on records, workflows, or data volume processed.
• Tiered or feature-based pricing, where advanced analytics or automation modules cost extra.

➡️ Hybrid models are also common in AI-powered sales tools from what I’ve seen (e.g., a base platform fee plus additional charges for integrations or data enrichment).

What are the best AI lead scoring tools on the market?

The best AI lead scoring tools on the market are Warmly with its advanced buyer intent signals and intelligent routing, Apollo, and Seamless.

Here’s a breakdown:

#1: Warmly

Warmly offers the best AI lead scoring tool on the market with its advanced buyer intent signals and real-time lead prioritization.

But it isn’t just another lead scoring tool. It’s a full-stack AI GTM engine that helps your team identify, prioritize, and convert high-quality leads faster.

Unlike traditional systems that rely solely on firmographics or generic fit scores, Warmly uses advanced AI agents to build custom ICP models, monitor real-time buying signals, and trigger intelligent routing workflows.

This helps you alert the right sales rep at the exact right moment.

Features

• AI-powered ICP identification: Warmly uses AI to continuously analyze historical wins and surface the true patterns behind your best customers, helping you define your ICP based on real customer traits, beyond demographics.
• Real-time signal monitoring: Our platform combines warm lead signals, firmographics, and intent data from 10+ enrichment sources. Scores update in real-time with no lag or guesswork.
• Intelligent lead routing & alerts: The tool routes hot leads instantly to the right rep and triggers Slack alerts so your team can engage while interest is high.
• AI-orchestrated outreach workflows: Automatically direct every lead to the next best step based on their real-time intent, whether that’s a personalized outbound sequence, a tailored ad campaign, or an instant on-site offer.

Warmly’s Integrations

Warmly integrates with a wide range of CRMs and sales platforms, including:

• HubSpot CRM.
• OpenAI.
• Slack.
• Apollo.
• Outreach.
• Demandbase.
• RB2B.
• Clearbit.
• People Data Labs.
• And more.

💡 For example, you can use Warmly’s visitor identification software with HubSpot to alert your sales team the moment a known prospect arrives on the site. 

With the HubSpot browser cookie, you can prioritize conversations with the leads who have shown the most engagement with your HubSpot campaigns.

In addition to native integrations with several lead intelligence platforms, Warmly provides a Warm Bundle: partner discounts for over 25 sales, marketing, and GTM tools.

This way, your SDRs can access many relevant tools and combine them with Warmly at a fraction of their usual price.

Pricing

Warmly’s pricing is modular and component-based. 

You can choose the components that best match the needs of your business, as components are priced by output and not just by a monthly fee.

There are 3 paid product plans that you can choose from:

• AI Data Agent (Starts at $10,000/yr), which includes 5,000 credits, person-level web visitor de-anonymization (RB2B + Vector data), CRM integration, and access to our Coldly Contact Database.
• AI Inbound Agent (Starts at $16,000/yr), which includes all AI Data Agent features, 10,000 credits, Intent-powered pop-ups (Warm Offers), AI chatbot & live video chat, and lead routing.
• AI Outbound Agent (Starts at $22,000/yr), which includes 10,000 credits, automated signal-based outbound orchestration, email automation, LinkedIn automation, and email warmup.

➡️ Warmly’s pricing is ideal for larger SMB and MM companies with a growing or mature GTM motion with SDR, sales, and marketing functions.

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.

❌ Pricing is modular.

#2: Apollo

Best for: Teams seeking an all-in-one platform combining AI-driven lead scoring with sales engagement.

Similar to: Seamless AI.

Apollo leverages AI to prioritize prospects based on intent signals, engagement, and firmographic fit.

The platform’s deep database and sequencing tools help reps focus efforts on high-quality leads while automating outreach.

Features

• With real-time AI lead scores, Apollo helps prioritize high-value leads, enabling teams to focus on prospects most likely to convert. 
• Apollo's AI surfaces the right personas, companies, and buying signals instantly, allowing teams to focus on strategy rather than manual research. 
• Personalized outreach: The platform's AI assists in crafting personalized emails, incorporating company news and insights to match your brand voice, enhancing engagement rates. 

Pricing

Apollo’s pricing 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

✅ A B2B database with over 210 million contacts.

✅ Seamless integration with existing sales tools.

✅ Detailed analytics for optimizing campaigns.

❌ Occasional interface lags, particularly when managing large-scale data, which is why some people are looking for Apollo alternatives.

❌ The platform can be complex, potentially requiring a significant learning curve.

#3: Seamless AI

Best for: Sales teams looking for real-time contact data paired with AI-driven lead prioritization.

Similar to: Koala.

Seamless AI uses machine learning to rank leads by relevance and buying potential.

The platform integrates with your CRM to keep your pipeline fresh and guide reps toward the most promising opportunities.

Features

• Total AI confidence scoring: The platform assigns a confidence score to each contact's data, indicating the reliability of information like email addresses, helping you improve outreach success rates.
• Real-time search engine that ensures your sales team can instantly reach the most recent and relevant contact information, enhancing the efficiency of their outreach efforts.
• Helps you craft personalized sales scripts, emails, and social media messages quickly by analyzing customer data and preferences.

Pricing

Seamless AI has a free forever plan that provides you with 50 credits for finding prospect data.

For more credits and extra features, subscribe to one of two plans:

1. Pro: Includes everything in Free, daily credit refresh, access to AI features, etc.
2. Enterprise: Includes everything in Pro, plus API and extra support.

However, Seamless.AI doesn’t disclose prices for its packages, so you’ll have to contact its sales team.

Note: Some of its best features, including all the AI-powered ones, are listed as add-ons. You may need to pay extra for them, regardless of your subscription to any of the platform’s paid plans.

Pros & Cons

✅ Provides real-time, verified contact information.

✅ User-friendly interface with a helpful Chrome extension.

✅ Integrations with platforms like LinkedIn and CRMs.

❌ Limited international data coverage compared to competitors.

❌ Customer support can be inconsistent when compared to alternatives.

#4: Keyplay

Best for: GTM teams targeting precise ICPs with AI-enhanced scoring and account segmentation.

Similar to: Clearbit.

Keyplay applies AI to identify and score accounts that best match an ideal customer profile.

The tool’s automated enrichment and filtering enable your reps to spend less time researching and more time engaging.

Features

• AI Lookalike helps you find accounts that match your best-performing customers and deals.
• Options for building custom lead scoring systems without using code.
• Tracks a wide range of intent signals and allows for configuring custom signals fitted to your specific industry.

Pricing

Keyplay doesn’t have a free trial for its paid plans.

However, it does have a free forever plan that provides access to its basic features, and subscribing to the PeerSignal community lets you access a more limited number of records. 

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

• Growth: $12,000/year.
• Scale: Custom pricing.

Pros & Cons

✅ Highly customizable. 

✅ Nuanced signal tracking, including HR tech, accounting software, recruiting activity, etc., helping you find ideal customers more efficiently.

✅ User-friendly interface.

❌ Integrates with only two CRMs, HubSpot and Salesforce.

❌ Offers only paid plans that are annual.

#5: Clearbit

Best for: Companies needing real-time enrichment and AI-based scoring tied to buyer intent.

Similar to: MadKudu.

Clearbit’s AI models score and enrich leads with firmographic, technographic, and intent data.

The tool helps teams surface high-fit accounts earlier in the funnel and personalize outreach.

Features

• Instant lead scoring and routing thanks to granular industry categorization, corporate hierarchies, job roles and seniority tags, etc.
• Real-time data enrichment with over 100 B2B attributes aggregated from 250+ data sources.
• Form shortening for capturing more leads without losing relevant data.

Pricing

Clearbit is yet another platform that doesn’t disclose actual prices, meaning you’ll have to contact its team for accurate pricing details.

The only thing stated on the website is that the plan is volume-based and can be configured to include add-on packages like Forms, Advertising, and Capture.

This means that you’ll probably be charged extra if you opt for add-ons.

Note: Warmly's pricing plans include access to Clearbit’s rich database.

Pros & Cons

✅ Variety of buyer intent signals to help you identify qualified leads.

✅ Integrates with various platforms and CRMs.

✅ User-friendly and easy to get started with.

❌ Opaque pricing, similar to other tools.

❌ Some of its features are available only as add-ons that are charged extra for.

#6: Lusha

Best for: Sales teams requiring accurate, compliant, and enriched B2B contact data for prospecting.

Similar to: Clay.

Lusha offers an AI-integrated sales intelligence solution known for its user-centric design, international coverage, and advanced filtering capabilities.

The platform provides a system for discovering new business opportunities and maintaining data hygiene through automated updates and lead scoring.

Features

• Lusha enables Topic-Synergy Intent Scoring to surface the accounts that are showing the most buying activity at critical stages in the buying cycle.
• Complement your search with advanced filters for the prospect's phone type, buyer intent, technographic, company headcount, funding, and other parameters.
• Automatically enrich your database on any CRM or CDP solely by using contact email addresses or a LinkedIn URL.

Pricing

Lusha offers a free forever plan limited to one user for 40 free credits. Other than that, it has three paid plans:

• Pro: Starts from $22.45/month when billed annually, and includes 3 seats, 3,000 credits a year, CSV enrichment, bulk show, intent, technology and 3 job change alerts.
• Premium: Starts from $52.45/month when billed annually, and includes 5 seats, 7,200 credits a year, advanced usage analytics and 5 job change alerts.
• Scale: Custom pricing for custom credits a year, which adds a free manager seat, company CSV export, an intent filter, and 25 topics of intent filters.

Pros & Cons

✅ Lusha integrates with popular CRM platforms like Salesforce and HubSpot, facilitating smooth data import and management processes.

✅ Ease of use and LinkedIn integration.

✅ Offers bulk APIs to retrieve up to 100 contacts at once with bulk API.

❌ The UI and dashboard aren't beginner-friendly and lack essential prospecting features, which is why some users have been looking for Lusha alternatives.

❌ Potential data inaccuracies.

#7: Cognism

Best for: Revenue teams focused on GDPR-compliant, AI-prioritized lead and account targeting.

Similar to: Datanyze.

Cognism combines compliant global contact data with AI-driven lead scoring models.

It empowers teams to identify intent-driven prospects and route the best opportunities to sales.

Features

• Get intent data for buyers actively searching for solutions like yours enriched with the most up-to-date and complete contact data.
• Use AI-powered sales prospecting to type or speak your search directly into the search bar and get a list of ICPs and great-fit accounts.
• You can create custom workflows to enrich existing CRM data or new leads with updated information.

Pricing

Cognism offers two premium plans, Platinum and Diamond, with custom pricing. Connect with their sales team to get a quote.

Pros & Cons

✅ Access to global data without geographical restrictions.

✅ The Cognism browser extension allows prospecting over any website or app.

✅ Customers frequently praise the quality of Cognism's customer support.

❌ While it integrates with most CRMs, most app integrations are not native to Cognism, which is why some teams have been looking for Cognism alternatives.

❌ Limited intent data.

#8: Datanyze

Best for: Sales teams leveraging technographics and AI-based prioritization to reach decision-makers.

Similar to: FullContact.

Datanyze applies AI to score leads based on the technologies they use and industry fit.

This helps sellers prioritize outreach to accounts most likely to convert based on stack compatibility.

Features

• Thanks to its Chrome extension, Datanyze lets you capture data from prospects' LinkedIn profiles.
• Datanyze provides curated icebreakers for sales reps to use when reaching out. 
• Detailed technographic data with most of Datanyze’s records.

Pricing

Currently, Datanyze offers three plans for users:

• Free: 90-day free trial. Comes with 10 credits per month.
• Nyze Pro 1: Costs $21 per month, per year. Comes with 960 credits per month.
• Nyze Pro 2: $39 per month, per year. Comes with 1920 credits per month.

Each credit is worth 1 contact information reveal, making Datanyze one of the most affordable lead enrichment tools available.

Pros & Cons

✅ Simple Chrome extension that allows for real-time data collection.

✅ Affordable entry pricing for SMEs.

✅ Solid technographic data: see exactly what software prospects use or abandon.

❌ Poor customer support according to users of the platform.

❌ Lacks a built-in lead scoring engine.

#9: LeadGenius

Best for: Enterprises needing customized, AI-powered lead scoring with enrichment.

Similar to: MadKudu.

LeadGenius combines AI models with human researchers to create high-quality, scored lead lists.

The platform’s approach ensures accuracy while surfacing hard-to-find accounts that align with strategic goals.

Features

• Real-time account signals like new product launches, funding news, and hiring trends.
• LeadGenuis curates custom data sets using humans and AI to uncover the “ideal” prospect. Since every data point is verified by people, not just AI, the data is high-quality.
• Expert assistance helps you define what attributes your customers should have to narrow down lists during the outreach process.

Pricing

The starting price is unavailable on LeadGenius’s website. Contact their sales team for more information.

According to review sites, LeadGenius's basic plans cost north of $20,000 per year and can go up to seven figures based on volumes.

Pros & Cons

✅ Combination of AI and human verification to ensure data integrity.

✅ Great for custom prospecting work.

✅ Helpful for sales teams who don’t have the time to prospect.

❌ Users report an inability to keep the data accurate over time.

❌ Search and filtering options aren’t close to other tools on this list.

#10: MadKudu

Best for: Creating multiple scoring models tailored to different markets.

Similar to: Clearbit.

MadKudu uses predictive scoring models trained on customer behavior, engagement, and firmographic signals.

The tool helps prioritize leads that are most likely to activate, expand, or become high-value customers.

Features

• Predictive lead scoring: The platform analyzes your historical customer data (e.g., closed deals, trial conversions, and retention metrics) to build predictive scoring models that surface high-potential leads.
• Fit + intent model segmentation: Leads are categorized by both fit (firmographics, role, industry) and intent (behavioral signals like email engagement or product usage).
• Integrates with tools like Salesforce, HubSpot, Marketo, and Segment, pushing lead scores directly into workflows your team already uses. 

Pricing

MadKudu doesn’t publish prices for its product, so you can book a demo and request a custom quote based on your specific requirements.

Pros & Cons

✅ Analyzes your historical customer data.

✅ Prospects are categorized by both fit and intent.

✅ Integrates with tools like Salesforce, HubSpot, Marketo, and Segment.

❌ There’s a reported learning curve.

❌ A higher price tag than other alternatives on the market.

Reach in-market prospects with Warmly’s AI-powered lead scoring and intent automation

That’s it for our roundup of the 10 best AI lead scoring tools helping RevOps and sales teams prioritize the right buyers.

Warmly takes the lead because it doesn’t just assign scores based on static firmographics or past behaviors: it continuously enriches 1st-, 2nd-, and 3rd-party intent signals to reveal which accounts are actively in-market.

Even more, Warmly goes beyond scoring by turning intent into action:

• Automated outreach triggers to SDRs and AEs.
• An AI chat that engages visitors in real-time.
• Live notifications so reps can strike while interest is hot.

This ensures your team connects with prospects at the exact moment they’re researching solutions, not days later when intent has cooled off.

For enterprises serious about capturing demand the moment it appears, Warmly is one of the most intent-driven and action-oriented lead scoring platforms on the market today.

Here’s what else you’ll get by signing up for Warmly:

• The ability to identify potential buyers by tracking their interactions with your website and getting insights into their interest level.
• A wide range of accurate prospect contact details, directly from the Coldly database, helping you reach the right people.
• Simplify your meeting process with automatic meeting scheduling that removes the back-and-forth, ensuring a frictionless booking experience.
• Automatically send leads to the right salesperson 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.

Book a live demo to see it in action.

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.
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The right prospecting tool can streamline lead generation, automate outreach, and give your team the insights they need to start conversations that convert.

In this guide, I’ll cover the 10 best lead prospecting solutions designed to help you identify high-quality leads, personalize engagement, and keep your pipeline full.

TL;DR

• Warmly offers the best lead prospecting software with its website visitor de-anonymization, person-level 1st/2nd/3rd-party intent signals, AI-powered orchestration, and live engagement features.
• Enterprise tools like ZoomInfo and Cognism are ideal for large teams that need comprehensive, compliant B2B data and deep enrichment.
• On the other hand, there are tools like Reply and Outplay that can help you scale multichannel outreach with AI-driven personalization and sequence automation.

Before we get started, I want to go over the key factors to consider when evaluating lead prospecting software:

What are the factors to consider when evaluating lead prospecting tools?

The main factors to consider when buying a lead prospecting tool are its data quality & coverage, the level of automation and workflow support, enrichment & personalization capabilities, and how well it integrates with your existing sales tech stack.

Let’s dive deeper into each one of them: ⬇️

#1: How good and broad is the contact & company data?

I believe that the single biggest limiter for any prospecting tool is the underlying data.

If the emails are stale or coverage misses your target industries, nothing else matters. 

If I were you, I’d check freshness, verification rates, and deduplication logic, plus whether they provide both contact-level (email, phone, role) and company-level (revenue, employee count, HQ) fields. 

➡️ I’d also test samples for your top ICPs and geographies to see the platform’s accuracy.

#2: What level of automation, sequencing, and list-building workflow do you need?

Next up, you want to figure out how much prospecting you want the tool to automate:

• Building lists.
• Running outreach cadences.
• Turning replies into tasks.
• Creating follow-up reminders. 

If I were you, I’d look for multi-channel sequences (email + LinkedIn), A/B testing for messaging, and automation rules that prevent duplicate outreach or over-mailing the same account.

💡 Pro Tip: Make sure that the automations are controllable and transparent so reps can override when needed.

#3: How strong are enrichment, intent signals, and personalization capabilities?

Beyond raw contacts, the best enrichment tools give you contextual signals to prioritize and personalize outreach: intent data, recent funding, hiring events, technographic indicators, and activity on your site. 

➡️ Useful enrichment includes job history, decision-maker flags, and firmographic segments, while useful intent includes surge alerts and topic-based interest scoring. 

#4: How well does it integrate with your existing tech stack?

A prospecting tool must seamlessly fit into your sales and marketing tech stack (e.g., CRM, sales engagement, marketing automation) with reliable syncs or APIs, updates, and clear ownership of who owns the “golden record.” 

➡️ Pro Tip: You can also use an iPaaS (e.g., Workato or Tray.io) to “glue” your lead prospecting tool together with your sales stack, which will help you reduce brittle point-to-point integrations.

What are the best lead prospecting tools on the market in 2025?

The best lead prospecting platforms include Warmly with its website visitor de-anonymization, revenue orchestration capabilities, and 1st, 2nd, and 3rd party intent signals, as well as Cognism and ZoomInfo.

Here’s a breakdown of each solution:

#1: Warmly

Warmly offers the best lead prospecting tool on the market because it de-anonymizes your website visitors, enriches them with person-level intent signals, and then combines that data with AI-powered orchestration, automation, and live engagement tools.

Our platform ensures your sales reps reach the right buyers at the right time with personalized, relevant outreach.

Disclosure: Even though Warmly is our tool, I’ll provide an unbiased perspective on why Warmly offers the best lead prospecting platform in 2025.

Warmly is a signal-based revenue orchestration solution that lets you:

• Identify your website visitors (~60% of companies and ~15% of contacts).
• Reveal which visitors are hot and most likely to convert right now.
• Gain insights into prospects so that your SDRs can tailor their outreach 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:

Feature #1: Identifies both companies and individual contacts visiting your website

Warmly lets you maximize your website’s lead generation potential by identifying the companies and individuals visiting it.

All you have to do is add a snippet of Warmly’s code to your website, and the sales intelligence software will start revealing your visitors in minutes.

In addition to essential company and individual-level identification, Warmly will also enrich your visitors’:

1. Contact data (email address, phone number, social media profiles, etc.).
2. Firmographics (company location, size, funding, etc.).
3. Demographics (individual names, job positions, etc.).
4. Technographics (tools and software a company uses).

Our visitor identification tool optimizes our data through a waterfall approach.

Warmly uses multiple data providers (20+), including 2 other leading website de-anonymization providers to validate the accuracy, quality & overall match rate of our signal & contact data.

This leads to:

• Higher data quantity: Multiple sources expand match rates.
• Higher data quality: Proprietary cleansing and confidence scoring validate accuracy.

💡 To upkeep data quality and quantity, we continuously monitor vendor performance and validate our proprietary matching algorithms. 

➡️ These systems allow us to track quality and quantity metrics in real-time to make sure that both contact-level and company-level data meet the high standards our customers expect.

Warmly’s transparent data commitment means you can test our data quality with our free tier before committing to us as a data provider.

Because we aggregate data from 25+ providers and cross-check it using our proprietary waterfall technique, we can validate and verify data on your behalf, ensuring it’s of the highest quality.

Feature #2: Reveals your hottest prospects based on intent data

We believe that knowing who your best laeds are is only one part of successful outreach and conversion.

This is why our solution collects intent data for each lead, allowing you to understand who your hottest leads are right now.

Warmly’s platform captures three types of buyer intent signals:

1. First-party intent, which includes intent signals prospects 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, which come from monitoring LinkedIn for things like job change intent, new funding rounds, etc.
3. Third-party intent, including web searches that include keywords relevant to your product, visits to competitors’ websites or interactions with their ads, etc.

As a result, your SDRs will get:

• An overview of which of your leads are most likely to convert right now.
• Critical insights into each lead, which they can leverage to tailor their outreach strategies accordingly.

Feature #3: Sales automation

Warmly offers a few automation capabilities to help you put crucial 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 software lets you 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).

You can 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.

Feature #4: Live lead engagement with Warm Calls

Warmly offers another trick up its sleeve for enterprises that want to make the most of the traction gained by the intent insights the platform uncovers.

Our sales platform 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 SDRs assess that 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.

You can try it out here:

Feature #5: A B2B Prospect Database: Coldly

Warmly offers Coldly, a database with 200M+ accounts and contacts, gives your sales team an excellent starting point for prospecting.

The database includes all the B2B data your sales reps need to make initial contact, including:

• Validated emails.
• Phone numbers.
• LinkedIn profiles.

Coldly 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.

The database 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 enterprise sales 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

Warmly integrates with a wide range of CRMs and sales platforms, including:

• HubSpot CRM.
• OpenAI.
• Slack.
• Apollo.
• Outreach.
• Demandbase.
• RB2B.
• Clearbit.
• People Data Labs.
• And more.

💡 For example, you can combine Warmly’s visitor identification software with HubSpot to alert your sales team the moment a known prospect arrives on the site. 

With the HubSpot browser cookie, you can prioritize conversations with the leads who have shown the most engagement with your HubSpot campaigns.

In addition to native integrations with several lead intelligence platforms, Warmly provides a Warm Bundle: partner discounts for over 25 sales, marketing, and GTM tools.

This way, your team can access many relevant tools and combine them with Warmly at a fraction of their usual price.

Pricing

Warmly’s pricing is modular and component-based. 

You can choose the components that best match the needs of your business, as components are priced by output and not just by a monthly fee.

There are 3 paid product plans that you can choose from:

• AI Data Agent (Starts at $10,000/yr), which includes 5,000 credits, person-level web visitor de-anonymization (RB2B + Vector data), CRM integration, and access to our Coldly Contact Database.
• AI Inbound Agent (Starts at $16,000/yr), which includes all AI Data Agent features, 10,000 credits, Intent-powered pop-ups (Warm Offers), AI chatbot & live video chat, and lead routing.
• AI Outbound Agent (Starts at $22,000/yr), which includes 10,000 credits, automated signal-based outbound orchestration, email automation, LinkedIn automation, and email warmup.

➡️ Warmly’s pricing is ideal for larger SMB and MM companies with a growing or mature GTM motion with SDR, sales, and marketing functions.

How do Warmly’s credits work?

💡 Warmly provides a certain amount of credits every month, depending on your monthly web visits and the amount you want to de-anonymize. 

Once a person visits your website, the software captures their first and last name, job title and company they work at, LinkedIn profile and business or personal email. This information takes 1 credit.

For example, each interaction or engagement with a lead will use up one credit, such as when you engage with a lead through email or LinkedIn.

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 prospects are right now.

❌ Pricing is modular.

#2: Cognism

Best for: Teams that need enterprise-grade, compliance-focused European B2B data to power targeted outbound.

Similar to: Lead IQ.

Cognism combines high-quality, GDPR-aware B2B contact data with intent signals and phone-verified dials, so sales reps can find verified decision-makers across EMEA and act when accounts show buying intent.

The platform’s native CRM integrations and real-time enrichment then reduce time-to-engagement and keep outbound lists accurate.

Features

• Use AI-powered sales prospecting to type or speak your search directly into the search bar and get a list of ICPs and great-fit accounts.
• Create custom workflows to enrich existing CRM data or new leads with updated information.
• Intent with verified direct dials merges buyer intent with phone-verified contact data, so you can prioritize live, reachable prospects.

Pricing

Cognism offers two premium plans, Platinum and Diamond, with custom pricing. Connect with their sales team to get a quote.

Pros & Cons

✅ You’ll get access to global data without geographical restrictions.

✅ Cognism’s browser extension allows prospecting over any website or app.

✅ Users frequently praise the quality of Cognism's customer support.

❌ While it integrates with most CRMs, most app integrations are possible via Zapier and not native to Cognism, which is why some sales teams have been looking for Cognism alternatives.

❌ Limited intent data.

#3: ZoomInfo

Best for: Enterprise-grade B2B prospecting powered by AI-powered insights and one of the largest US-focused contact databases.

Similar to: Bombora.

ZoomInfo is a comprehensive GTM intelligence platform that combines a vast B2B contact database with AI-powered tools like Copilot. 

The platform helps sales teams identify high-intent prospects, personalize outreach, and automate workflows.

Features

• Copilot: ZoomInfo’s AI-driven assistant that analyzes CRM data and ZoomInfo’s extensive database to detect opportunities, personalize emails, suggest actions, and provide detailed profiles.
• Advanced filtering: Filter prospects based on various criteria, such as industry, company size, location, and job role. 
• Intent data: The platform tracks online behavior to identify companies showing interest in specific products or services, helping you prioritize outreach to prospects who are actively researching solutions similar to yours. 

Pricing

ZoomInfo offers three plans for Sales, Talent, and Marketing teams, all of which have custom pricing and lock you into 12-month contracts.

These custom packages differ primarily in the app integrations and features they include, as each is geared toward distinct user types.

Since ZoomInfo doesn’t disclose its prices, you’ll have to contact ZoomInfo’s team for a custom quote or check our in-depth ZoomInfo pricing guide.

Pros & Cons

✅ Extensive and up-to-date B2B contact database, particularly strong in the US market.

✅ Intuitive interface, despite having a large range of use cases and features.

✅ You can prioritize outreach to prospects who are actively researching solutions similar to yours.

❌ Data accuracy may vary for regions outside the U.S, which is why some brands have been looking for ZoomInfo alternatives.

❌ The tool can get really expensive for the full solution.

#4: Lusha

Best for: Small teams who need quick, accurate contact enrichment without heavy setup.

Similar to: UpLead.

Lusha is a fast, user-friendly contact enrichment tool (with a browser extension and APIs) that delivers validated emails and phone numbers so reps can enrich lists and reach decision-makers quickly. 

The tool’s compliance framing and simple integrations make list building and enrichment low-friction for SDRs.

Features

• Lusha helps you select the Bombora Intent topics that are most relevant to their business, surfacing the accounts showing the most buying activity.
• Automatically enrich your database on any CRM or CDP solely by using contact email addresses or a LinkedIn URL.
• Its extension and API enrichment grab contact details directly from LinkedIn or push bulk enrichments via API/Sheets to speed prospecting.

Pricing

Lusha offers a free forever plan limited to one user for 40 free credits. Other than that, it has three paid plans:

• Pro: Starts from $22.45/month when billed annually, and includes 3 seats, 3,000 credits a year, CSV enrichment, bulk show, and intent, technology and 3 job change alerts.
• Premium: Starts from $52.45/month when billed annually, and includes 5 seats, 7,200 credits a year, advanced usage analytics and 5 job change alerts.
• Scale: Custom pricing for custom credits a year, which adds a free manager seat, company CSV export, an intent filter, and 25 topics of intent filters.

Pros and Cons

✅ Lusha integrates with popular CRM platforms like Salesforce and HubSpot, facilitating smooth data import and management processes.

✅ Offers bulk APIs to retrieve up to 100 contacts at once with bulk API.

✅ Your team will be able to select the Bombora Intent topics that are most relevant to your business.

❌ The intent signals functionality is a part of the Scale pricing plan, which has custom pricing.

❌ The UI and dashboard aren't beginner-friendly and lack essential prospecting features, which is why some sales teams have been looking for Lusha alternatives.

#5: Reply

Best for: Sales teams that are looking for prospecting plus sequence automation and analytics

Similar to: Artisan.

Reply pairs prospect discovery with automated, multi-channel engagement (email, calls, LinkedIn, SMS) and analytics.

The platform’s automation and reporting scale outreach while preserving personalization.

How Does Reply.io's Sales Automation Work?

Reply.io’s Jason AI takes over prospecting and outreach so your team can focus on closing. 

The tool starts by tapping into a vast B2B contact database to identify and prioritize leads that closely match your ICP.

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 platform’s AI steps in to handle responses by addressing objections, answering questions, and nurturing leads with relevant follow-ups. 

Once a prospect is ready to talk, Jason AI schedules the meeting directly into your calendar to create a proper handoff to your human reps. 

Features

• Automates outreach across email, calls, LinkedIn, SMS, and WhatsApp to engage prospects on their preferred platforms. ​
• The AI outbound platform can generate personalized messages and responses, enhancing engagement and conversion rates. ​
• You’ll get access to its 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:

• 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.
• 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.
• 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

✅ The platform 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.​

✅ User-friendly UI that is easy to navigate even for beginners.

❌ Offers a steep learning curve.

❌ The tool offers poor customer support, according to users, with limited assistance for troubleshooting problems.

#6: UnifyGTM

Best for: GTM teams that want an orchestration layer to convert intent and AI research into automated outbound at scale.

Similar to: Warmly, ZoomInfo.

UnifyGTM is a GTM orchestration platform that aggregates intent signals, runs AI prospect-research agents, and automates outbound workflows.

The platform focuses on turning signals into personalized outbound at scale rather than being just a data list.

Features

• Get access to 10+ data sources to identify when prospects are ready to buy from you, featuring 1st and 3rd party signals.
• AI and intent aggregation that consolidates multiple intent sources and uses AI to enrich accounts and auto-generate outreach workflows.
• Multi-touch Sequences that let you reach buyers where they are by sending them personalized messages directly through UnifyGTM with managed deliverability.

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.

It’s possible to 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.

#7: Salespanel

Best for: Companies that want to convert website and product usage into prioritized leads.

Similar to: Warmly.

Salespanel tracks website and product behaviour, then scores and segments visitors in real-time, allowing sales to prioritise leads that demonstrate the strongest product or website engagement. 

What I liked about this tool is its real-time lead scoring and routing, which lets reps act quickly on sales-ready prospects.

Features

• Behavioral lead scoring that converts on-site and in-product actions into scores that trigger handoff to sales or automated outreach.
• Comprehensive buyer intent data that lets you collect and use first-party buyer intent data with minimal configuration.
• Visualize lead generation metrics to detect bottlenecks, improve attribution, and understand what yields the best results.
• Track website visitors by assigning each a unique ID (not cookies), 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.

✅ 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, unlike other competitors on the market.

#8: Bombora

Best for: Demand and sales teams that want to prioritize accounts based on real, measurable research activity.

Similar to: UpLead.

Bombora is a specialist in privacy-compliant B2B intent data (Company Surge) that reveals which topics and accounts are researching your category, so sales can prioritize accounts already in-market. 

Pairing Bombora with contact data will help you turn raw lists into prioritized outreach targets based on buyer interest.

Features

• 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.

💡 Pro Tip: Warmly offers an integration with Bombora, meaning you’ll get access to in-depth third-party intent data simply by subscribing to Warmly.

Pricing

Bombora chose not to publish prices or details about its packages. You can request a demo or contact its sales for more details.

Pros & Cons

✅ Integrates with CRMs and platforms like Salesforce, HubSpot, and LinkedIn, so reps can see real-time intent data layered on top of existing accounts.

✅ The platform tracks an extensive range of intent topics and has high accuracy rates.

✅ Best-in-class integrations with numerous sales and marketing tools.

❌ Its analytics reports leave a lot to be desired.

❌ Expensive, especially for SMEs.

#9: Dealfront

Best for: GDPR-compliant B2B prospecting and lead generation.

Similar to: 6sense.

Dealfront offers a B2B sales intelligence and website visitor identification solution created by merging Echobot and Leadfeeder.

The platform holds data on millions of EU-based B2B contacts, making it an excellent lead prospecting platform if you’re primarily focused on the EU market.

Features 

• Identifies companies visiting your website and delivers on-site intent insights.
• Extensive GDPR-compliant B2B database primarily focused on European data (34M+companies and 106M+contacts) and deep coverage of specific European regions (e.g., Benelux, DACH, Nordics, etc.).
• Target and Connect workflow that lets you filter by ICP, enrich contacts, and map web visitor signals to prioritize outreach to active accounts.

Pricing 

Dealfront has separate pricing for its sales intelligence and website traffic deanonymization.

Dealfront's sales intelligence plan does not have flat fees, so you’ll need to contact its team for precise pricing details.

Regarding visitor identification, there’s a limited free plan that allows you to identify up to 100 monthly website visitors but excludes all other Dealfront features.

This means you won’t get any other data on the companies visiting your website, not even essential contact details.

The paid plan starts at €165 per month, with the final price depending on the number of identified companies.

The website visitor identification plan has a 14-day free trial.

➡️ Note: Subscriptions are priced per website. So, if you want to track and identify visitors on multiple websites, you’ll have to pay separately for each.

Pros & Cons

✅ GDPR-compliant data.

✅ 30+ trigger events you can set up to alert you when a relevant change in a prospect’s profile occurs (e.g., job changes, bankruptcy notices, etc.).

✅ A good range of native CRM integrations.

❌ Capable of identifying only companies and even those with a low accuracy level.

❌ Focused on the European market, with a particular emphasis on the DACH region, with other regions being underrepresented. 

#10: Outplay

Best for: Multichannel outreach with AI personalization across email, LinkedIn, calls, and SMS.

Similar to: Warmly.

Outplay is a multichannel sales engagement + prospecting platform that combines lead sourcing, dynamic cadences across email/phone/LinkedIn/SMS, and comes with AI-powered personalization, so your reps can scale outreach. 

The platform’s sequence automation and CRM integrations will help you speed follow-up and improve speed-to-lead.

How Does Outplay’s Sales Automation Work?

Outplay’s AI-powered SDR functionality is designed to automate and optimize every stage of outbound engagement. 

The platform starts with multichannel sequencing, allowing your sales reps to automate outreach across email, phone, LinkedIn, and SMS.

Its built-in AI writing assistant then helps you craft compelling, personalized messages that match each prospect’s tone and context.

➡️ The software also uses automated lead scoring to surface high-priority contacts based on factors like intent, engagement history, and ICP fit.

Features

• AI-powered personalized email writing that lets you craft tailored emails.
• Dynamic multi-channel cadences and AI that automatically move prospects between sequences based on engagement and use AI to draft personalized outreach.
• Smart lead scoring and prioritization that leverages advanced algorithms to recognize high-intent leads.

Pricing

Outplay has four pricing tiers for individuals and teams:

• Starter: Starting at $49/seat/month for 5000 active prospects, and can go up to $159/seat/month for 50,000 prospects.
• Growth: $99/seat/month, which adds unlimited prospects and access to more features
• Growth Plus: $159/seat/month, which adds more advanced security and team management features.
• Sales Agency: $224/seat/month, which adds agency-designated functionality.

Pros & Cons

✅ Powerful multichannel sequencing with good AI support.

✅ Easy to use, according to G2 reviews on the market.

✅ Smart lead scoring and prioritization.

❌ Reporting dashboards are less advanced compared to some other tools on the list.

❌ Fewer integrations than alternatives on the market.

Reach out to in-market prospects with Warmly’s signal-based intent and automation capabilities

That’s it from our list of the 10 best lead prospecting tools for teams looking to scale revenue operations.

Warmly stands out not only because it reveals website visitors and enriches 1st-, 2nd-, and 3rd-party signals, but also because it turns those insights into action with automated outreach triggers, AI chat, and live engagement.

This means your sales reps can connect with prospects at the exact moment they’re researching solutions and not after the opportunity has gone cold.

If your organization is serious about capturing demand the moment it surfaces, Warmly is one of the most intent-driven platforms available today.

Here’s what else you’ll get by signing up for Warmly:

• The ability to identify potential buyers by tracking their interactions with your website and getting insights into their interest level.
• A wide range of accurate prospect contact details, directly from the Coldly database, helping you reach the right people.
• Simplify your meeting process with automatic meeting scheduling that removes the back-and-forth, ensuring a frictionless booking experience.
• Automatically send leads to the right salesperson 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.

Book a live demo to see it in action.

Read More

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• 10 Best Social Selling Tools and Software in 2025 – Find out about the best social selling tools on the market to help you spark conversations that lead to a warm pipeline.
• GTM Intelligence: Definitions, Use Cases & Software [2025]: Learn everything you need about GTM intelligence, including definitions and use cases.
• AI for RevOps: Best Use Cases & Software: Learn everything you need to know about AI for RevOps in 2025, including the best use cases and software.
• 10 Real-Life Examples of Sales Chatbots In Action: I've cherry-picked 10 case studies of sales chatbots to show you their effectiveness in 2025.

The right AI sales platform can automate busywork, surface real-time insights, and give reps the competitive edge they need to hit quota consistently. 

In this guide, I’ll cover the 10 best AI tools for sales reps that can transform how your team sells, from prospecting and lead scoring to prospect engagement.

TL;DR

• Warmly offers the best AI software for sales reps by combining website visitor de-anonymization, intent signals (1st, 2nd, and 3rd party), and automated outreach orchestration to help reps engage the right buyers at the right time.
• Prospecting and data tools like Cognism and Common Room are ideal for reps who need GDPR-compliant contact data, community-driven insights, and automated lead prioritization.
• On the other hand, tools like Fireflies and HeyGen can help you eliminate manual note-taking with AI meeting summaries or scale personalized video outreach to boost engagement.
• For revenue intelligence and forecasting, platforms like Clari and HockeyStack give enterprise teams better deal health visibility, attribution insights, and AI-driven pipeline forecasting to prevent revenue leaks.

But we start, I’d like us to go over the main factors to consider when evaluating AI platforms for sales reps:

What factors should you consider when buying AI tools for your sales reps

The main factors to consider when evaluating AI tools & software for sales reps are how well the product fits your sales workflows, the level of automation and AI quality, its pricing structure, and whether it’s easy to adopt and measure ROI. 

Let’s dive deeper into each one of these factors: ⬇️

#1: How well does it map to your sales workflows and use cases?

If I were looking for AI tools for my sales team, I’d start by listing the specific tasks the tool must improve, such as prospecting, outreach, meeting prep, call summarization, coaching, forecasting, deal progression, or account expansion. 

You can check whether the product supports those tasks natively or only via custom builds, and whether it understands your sales terminology and stages.

Here are a few examples of functional fit to look for:

• Lead scoring and prioritization that is tied to your ICP.
• Sequence/cadence support and multichannel outreach.
• Real-time call prompts, post-call summaries, and coaching insights.

#2: The level of automation and customization you require

Next up, you want to decide how much should be automated (e.g., email sequencing, follow-up nudges, pipeline updates) versus where sales reps must stay in control.

For example, we believe that too much automation can harm personalization.

💡 Evaluate the underlying AI: is it generative for messaging, extraction-capable for notes, or classification-only, and can you fine-tune or configure models to your language and playbooks?

Here are a few useful automation examples to validate:

• Auto-generated personalized messages or subject-line suggestions.
• Auto-filled CRM fields from call transcripts and meeting notes.
• Automated opportunity scoring and next-best-action recommendations.

#3: Can your team adopt it quickly and measure the ROI?

There’s no point investing in an AI sales tool as part of your B2B sales stack that is not going to be adopted, or worse, not going to have a measurable impact.

This is why you should evaluate admin UX, training resources, in-app guidance, and the vendor’s customer success model. 

You then want to define simple and measurable KPIs up front (e.g., time saved on admin, reply lift, deal velocity, quota attainment) and see if the product tracks the metrics you need to prove impact.

#4: Pricing structure

Lastly, your team should evaluate the AI tool’s pricing structure and ensure that it’s straightforward, predictable, and aligned to your bottom line.

Different AI sales tools will have different pricing structures and ways of charging your company for usage, such as:

• Per-user pricing, where you will pay a set amount of money for your users per month or per year.
• Credit-based (usage-based) pricing, where your company will pay for how much you’re going to be using the platform.
• Feature-based pricing, where the pricing depends on the feature set or functionality included, rather than just the number of seats.
• Modular pricing, where the software is split into different modules and you’re paying for the modules that you’ll be using.

➡️ Sometimes there are hybrid models, as a platform might charge per seat and usage (e.g., tools like HubSpot charge per seat plus marketing contacts).

What are the best AI tools for sales reps on the market in 2025?

The best AI tools on the market for sales reps are Warmly with its website visitor de-anonymization, sales automation capabilities, and 1st, 2nd, and 3rd party intent signals, Cognism and Common Room.

Here’s a breakdown of each tool:

#1: Warmly

Warmly offers the best AI platform for sales reps with our signal-based revenue orchestration platform that helps you de-anonymize your website visitors and then automatically reach out to them.

Our tool uses person-level intent signals to identify and prioritize your best prospects in real-time.

Disclosure: Even though Warmly is our sales tool, I’ll provide an unbiased perspective on why Warmly offers the best platform for sales reps in 2025.

Warmly is a signal-based revenue orchestration platform that lets you:

• Identify website visitors (~60% of companies and ~15% of contacts).
• Reveal which website visitors are most likely to convert right now.
• Gain insights into leads, allowing your SDRs to tailor their strategies accordingly.
• Automate essential sales processes on top of buying intent signals.

Let’s look at some capabilities that make Warmly so popular among sales teams:

Feature #1: Identifies your website visitors

Warmly lets you maximize your website’s lead generation potential by identifying the companies and individuals visiting it.

All it takes is adding a snippet of Warmly’s code to your website, and the sales intelligence software will start revealing your visitors in minutes.

In addition to essential company and individual-level identification, Warmly will also enrich your visitors’:

1. Contact data (email address, phone number, social media profiles, etc.).
2. Firmographics (company location, size, funding, etc.).
3. Demographics (individual names, job positions, etc.).
4. Technographics (tools and software a company uses).

Our visitor identification tool optimizes our data through a waterfall approach.

Warmly uses multiple data providers (20+), including 2 other leading website de-anonymization providers to validate the accuracy, quality & overall match rate of our signal & contact data.

This leads to:

• Higher data quantity: Multiple sources expand match rates.
• Higher data quality: Proprietary cleansing and confidence scoring validate accuracy.

💡 To maintain data quality and quantity, we continuously monitor vendor performance and validate our proprietary matching algorithms. 

➡️ These systems allow us to track quality and quantity metrics in real-time to make sure that both contact-level and company-level data meet the high standards our customers expect.

Warmly’s transparent data commitment means you can test our data quality with our free tier before committing to us as a data provider.

Because we aggregate data from 25+ providers and cross-check it using our proprietary waterfall technique, we can validate and verify data on your behalf, ensuring it’s of the highest quality.

Feature #2: Reveals your hottest prospects based on intent data

Knowing who your best potential customers are is only one part of successful outreach and conversion.

This is why our platform collects intent data for each lead, allowing you to understand who your hottest leads are right now.

Warmly’s software captures three types of buyer intent signals:

1. First-party intent, which includes intent signals 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, which come from monitoring LinkedIn for things like job change intent, new funding rounds, etc.
3. Third-party intent, including web searches that include keywords relevant to your product, visits to competitors’ websites or interactions with their ads, etc.

As a result, your sales reps will get:

• An overview of which of your leads are most likely to convert right now.
• Critical insights into each lead, which they can leverage to tailor their outreach strategies accordingly.

Feature #3: Sales automation

Warmly offers a few automation capabilities to help you put crucial 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 software lets you 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).

You can 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.

Feature #4: Live lead engagement with Warm Calls

Warmly offers another trick up its sleeve for enterprises that want to make the most of the traction gained by the intent insights the platform uncovers.

Our sales platform 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 SDRs assess that 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.

You can try it out here:

Feature #5: 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.

The database includes all the B2B data your sales reps need to make initial contact, including:

• Validated emails.
• Phone numbers.
• LinkedIn profiles.

Coldly 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 enterprise sales 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

Warmly integrates with a wide range of CRMs and sales platforms, including:

• HubSpot CRM.
• OpenAI.
• Slack.
• Apollo.
• Outreach.
• Demandbase.
• RB2B.
• Clearbit.
• People Data Labs.
• And more.

💡 For example, you can combine Warmly’s visitor identification software with HubSpot to alert your sales team the moment a known prospect arrives on the site. 

With the HubSpot browser cookie, you can prioritize conversations with the leads who have shown the most engagement with your HubSpot campaigns.

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, your team can access many relevant tools and combine them with Warmly at a fraction of their usual price.

Pricing

Warmly’s pricing is modular and component-based. 

You can choose the components that best match the needs of your business, as components are priced by output and not just by a monthly fee.

There are 3 paid product plans that you can choose from:

• AI Data Agent (Starts at $10,000/yr), which includes 5,000 credits, person-level web visitor de-anonymization (RB2B + Vector data), CRM integration, and access to our Coldly Contact Database.
• AI Inbound Agent (Starts at $16,000/yr), which includes all AI Data Agent features, 10,000 credits, Intent-powered pop-ups (Warm Offers), AI chatbot & live video chat, and lead routing.
• AI Outbound Agent (Starts at $22,000/yr), which includes 10,000 credits, automated signal-based outbound orchestration, email automation, LinkedIn automation, and email warmup.

Monthly credits on Warmly are used to track and engage with potential leads. 

For example, each interaction or engagement with a lead will use up one credit, such as when you engage with a lead through email or LinkedIn.

➡️ Warmly’s pricing is ideal for larger SMB and MM companies with a growing or mature GTM motion with SDR, sales, and marketing functions.

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 prospects are right now.

❌ Pricing is modular.

#2: Cognism

Best for: Sales teams looking for GDPR-compliant contact data and intent-driven lead generation.

Similar to: 6sense.

Cognism gives sales reps fast, compliant access to high-quality B2B contact and intent data so they can find, research, and reach decision-makers much faster. 

Its AI prospecting tools surface company summaries and call openers so reps spend less time researching and more time engaging.

Features

• Use AI-powered sales prospecting to type your search directly into the search bar and get a list of ICP-fit accounts.
• GDPR-compliant global contact enrichment and firmographic filters.
• You’ll be able to get intent data for buyers actively searching for solutions like yours, enriched with the most up-to-date and complete contact data.

Pricing

Cognism offers two premium plans, Platinum and Diamond, with custom pricing. Connect with their sales team to get a quote.

Pros & Cons

✅ You’ll get access to global data without geographical restrictions.

✅ Get data for buyers actively searching for solutions like yours.

✅ Customers frequently praise the quality of Cognism's customer support.

❌ Most app integrations are possible via Zapier and not native to Cognism, which is why some customers have been looking for Cognism alternatives.

❌ Limited intent data when compared to other platforms on the market.

#3: Common Room

Best for: GTM teams that rely on community and product signals to drive expansion and targeted outreach.

Similar to: Warmly.

Common Room centralizes buyer signals from communities, product usage, and intent sources to give reps a person-first view of who’s most likely to convert and when to engage.

The platform combines signal capture with workflow automation so sales reps can trigger plays and outreach exactly when an account shows buying behavior.

Features

• Unified signal capture and person-level engagement scoring that feeds timely playbooks and outbound triggers.
• AI lead scoring helps you prioritize surging accounts.
• Lets you set up automated workflows triggered by specific signals.

Pricing

Common Room has three pricing tiers:

1. Starter: Starting at $999/mo, includes 2 seats, up to 35k contacts, unlimited alerts, workflows, and segments.
2. Team: Starting at $1,999/mo, includes 3 seats, up to 100k contacts, and everything in Starter.
3. Enterprise: Custom price, up to 10 seats, 200k contacts included, all integrations, and everything in Team.

Pros & Cons

✅ Options for setting up automated workflows and GTM sales plays.

✅ Tracks intent signals across the web.

✅ User-friendly interface that users are happy with.

❌ Annual billing only.

❌ Limited customization options.

#4: Factors AI

Best for: Demand-gen and ABM teams that want to turn intent signals into prioritized, actionable account lists.

Similar to: Warmly, Common Room.

Factors AI uses AI to identify anonymous site visitors, aggregate intent across channels, and build dynamic account lists so sales reps can focus on the accounts most likely to convert.

The tool also automates activation (i.e., email/LinkedIn) and provides attribution so your sellers can see what’s actually moving pipeline.

Features

• AI-powered account identification and intent aggregation that surfaces high-engagement accounts and automates outbound workflows.
• Funnel analysis that maps out the entire customer journey and lets you track how leads progress through the pipeline, identify touchpoints, and detect bottlenecks.
• 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 that can help you do ABM at scale.

✅ A good range of integrations when compared to alternatives.

✅ Intuitive interface, according to customers of the tool.

❌ There are some reported 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: HeyGen

Best for: SDRs who want to scale personalized video outreach and demo snippets.

Similar to: VEED.

HeyGen helps sales reps create scalable, personalized sales videos and AI avatars without studios, so your outreach stands out and speeds up demo/qualification.

The reason why I decided to include HeyGen in this list is that you can increase your engagement and make follow-ups more human and memorable.

Features

• You’ll be able to personalize a video you take for every contact in your prospect list in seconds.
• Create personalized follow-up sales videos that highlight key points, answer questions, and build trust with your prospects.
• Offers interactive avatars that can answer your prospects’ questions, mimicking genuine human interaction.

Pricing 

HeyGen has a free plan that lets you generate up to 3 personalized videos of up to 3 minutes.

For more videos, increased video length, and additional features, subscribe to one of three plans:

• Creator: $29/mo, which includes unlimited videos of up to 5 mins.
• Team: $89/mo/seat, which includes unlimited video of up to 30 mins, and more features for teams, such as brand kits.
• Enterprise: Custom pricing, which includes unlimited videos, unlimited video duration.

Pros & Cons

✅ Comes with pre-built templates to get started in minutes.

✅ Combine HeyGen with LandingRabbit to scale 1:1 ABM with personalized videos.

✅ Video translation capabilities.

❌ Video duration is significantly limited on the two lower tiers.

❌ Issues with avatars, such as poor lip sync, glitches, etc.

#6: Exceed AI

Best for: Automating lead engagement, qualification, and lead nurturing with an AI chatbot.

Similar to: Drift.

Exceed AI offers an AI-powered sales and marketing platform that’s been designed to automate lead capturing, qualification, and nurturing. 

By engaging prospects in personalized conversations via an AI sales chat, the tool ensures timely follow-ups and seamless handoffs to your sales reps.

How Does Exceed’s AI Sales Chatbot Work?

Exceed AI’s chatbot acts as a 24/7 virtual assistant for your visitors, running around the clock to manage the earliest stages of lead engagement. 

As soon as a prospect enters your website, the AI jumps into action, initiating personalized conversations via a chatbot, responding to questions, and offering relevant information.

➡️ 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 tool continues the conversation through thoughtful, timely follow-ups, nurturing interest until the lead is sales-ready and then hands it off to human sales reps.

Pricing

Exceed AI doesn’t publish its pricing, which means that you’ll have to contact its sales team for details.

Pros & Cons

✅ Accurate lead qualification via conversational AI in chat.

✅ Native CRM integrations continuously update and enrich your CRM records.

✅ Coordinates and books meetings directly into sales representatives' calendars. ​

❌ Difficult initial setup, according to users of the platform.

❌ The tool is reportedly quite expensive.

#7: OneShot AI

Best for: End-to-end AI-powered outbound execution that combines automation with human expertise.

Similar to: Apollo.

OneShot AI offers a sales execution platform that combines AI agents with on-demand human experts to automate and manage outbound prospecting tasks. 

The platform handles the entire sales process, from lead research to personalized messaging and campaign deployment.

Features

• OneShot AI creates and deploys custom AI agents for various tasks, including prospect research, message personalization, and performance optimization that work alongside human experts for optimal results.
• Includes a broad network of GTM experts from various areas that are vetted and chosen by AI agents based on their expertise and looped into specific workflows to ensure human oversight.
• Integrates with popular CRMs like Salesforce, HubSpot, and Outreach to ensure seamless data sync and workflow continuity.

Pricing 

OneShot offers three pricing tiers that you can choose from:

1. AI Sidekick: Includes 300/1,000 message generations per month, AI-powered research and hyper-personalized emails, basic AI assistance, and some CRM integrations. 
2. Scaled Research & Messaging: Includes 2,000 message generations per month, all AI Sidekick features, plus custom prompting and workflow automation.
3. Fully Autonomous Prospecting 24/7: $1,995/month, which includes 2,000 fully autonomous leads per month, everything in Scaled Research, plus more advanced features, such as fully autonomous agentic AI automation.

Pros & Cons

✅ Combines AI automation with human expertise for comprehensive campaign execution.

✅ Supports multichannel outreach, increasing engagement opportunities.

✅ Access to a broad network of GTM experts from various areas.

❌ Limited customization when compared to alternatives.

❌ High set-up complexity, according to users of the platform.

#8: HockeyStack

Best for: Product-led growth and RevOps teams that need better revenue attribution and account prioritization.

Similar to: Attio.

HockeyStack ties product analytics, marketing attribution, and account intelligence together so reps can see which user behaviors lead to revenue and prioritize accounts for expansion or churn prevention. 

By mapping journeys to closed revenue, your sales reps will get clearer, data-driven next steps.

Features

• Revenue attribution and account intelligence that maps user behavior to pipeline and closed-won outcomes.
• Tracks the entire buyer journey across multiple touchpoints, matches each activity to revenue impact, and then uncovers the influence marketing efforts had on outbound sales.
• Uses AI models to measure, forecast, and predict contributions of individual sales activities across channels.

Pricing

HockeyStack no longer offers transparent pricing, so you’d have to contact their team for a demo to get a quote.

Pros & Cons

✅ Strong marketing and sales analytics and forecasting features, making it an excellent choice for any B2B MarTech stack.

✅ Provides powerful insights that enable GTM teams to make data-driven decisions.

✅ AI analyst for data analysis and report building.

❌ The tool’s pricing is no longer transparent.

❌ Slow loading time for reports, according to user reviews, which is why some users have been looking for HockeyStack alternatives.

#9: Fireflies

Best for: Sales reps who want to eliminate manual note-taking and get shareable meeting summaries.

Similar to: Otter AI.

Fireflies offers an AI-powered platform that records, transcribes, summarizes, and analyzes meetings with your prospects.

I included this tool because your sales reps can dive deeper into the different conversations with leads, get summaries, and keep track of action items for their next conversation.

Features

• Transcribes and summarizes meetings across Zoom, Google Meet, Teams, and other platforms and takes notes that highlight key moments.
• 1-click AI-powered meeting summaries and analyses provide instant insight into action items, tasks, questions, and other key metrics.
• You’ll be able to detect buyer sentiment, identify the talk-to-listen ratio, recognize critical topics, measure reps' sales performance, etc.

Pricing

Fireflies comes with a free forever plan with unlimited transcriptions, limited AI summaries, 800 minutes of storage per seat, and access to some of its basic features.

More advanced users can choose from three paid plans:

• Pro: $18/seat/month, which includes 8,000 minutes of storage/seat, talk-time analytics, AI apps, action items, and the ability to download transcripts, summaries, and recordings.
• Business: $29 per user per month, which adds unlimited storage, video recording, conversation intelligence, team analytics, and user groups.
• Enterprise: $39 per user per month, which adds rules engine, SSO, HIPAA compliance, private storage, custom data retention, and a transcript-only mode.

Pros & Cons

✅ Comes with a mobile app for on-the-go access.

✅ Affordable plans that become even more affordable when you pay annually.

✅ 1-click AI-powered meeting summaries that you can take away.

❌ You’ll have one more attendant in your sessions, as the tool sends a bot to join your meetings.

❌ There are reported issues with accurately identifying buyer sentiment.

#10: Clari

Best for: Enterprise sales teams that need accurate forecasting, deal inspection, and end-to-end revenue orchestration.

Similar to: Gong.

Clari is a revenue orchestration platform that gives reps real-time deal health, forecasting, and revenue context to prioritize actions that actually move quota. 

The platform’s AI surfaces risks, next-best actions, and unified signals across the stack to improve forecast accuracy and win rates.

Features

• AI-powered forecasting that lets you accurately predict revenue outcomes using machine learning models trained on your historical sales data.
• Deal inspection & health scoring that helps you see which deals are progressing, which are stuck, and why, using engagement signals like emails, calls, and meeting frequency.
• Revenue leak detection, which identifies where deals (or prospects) are falling through the cracks so teams can intervene early and rescue pipeline opportunities.

Pricing

Clari doesn’t currently disclose its price or information about any distinct product packages, which means you will have to contact their team for a quote.

Pros & Cons

✅ Strong sales analytics and forecasting features.

✅ Provides AI-driven insights that help GTM teams make data-driven decisions.

✅ Native CRM integrations and user-friendly interface.

❌ The price can be high for SMEs.

❌ Some users report complex navigation and occasional bugs, which can affect usability.

Reach out to in-market prospects with Warmly’s signal-based intent and automation capabilities

That’s it from our list of the 10 best AI tools for sales reps looking to scale revenue operations.

Warmly stands out not only because it reveals website visitors and enriches 1st-, 2nd-, and 3rd-party signals, but also because it turns those insights into action with automated outreach triggers, AI chat, and live engagement.

This means your SDRs can connect with prospects at the exact moment they’re researching solutions and not after the opportunity has gone cold.

If your organization is serious about capturing demand the moment it surfaces, Warmly is one of the most intent-driven platforms available today.

Here’s what else you’ll get by signing up for Warmly:

• The ability to identify potential buyers by tracking their interactions with your website and getting insights into their interest level.
• A wide range of accurate prospect contact details, directly from the Coldly database, helping you reach the right people.
• Simplify your meeting process with automatic meeting scheduling that removes the back-and-forth, ensuring a frictionless booking experience.
• Automatically send leads to the right salesperson 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.

Book a live demo to see it in action.

Read More

• GTM Motion: Definitions, Best Practices & Examples - Learn everything that you need to know about the GTM motion, including best practices and examples.
• GTM Strategy & Planning: From 0 To Pipeline In 2025: Learn everything that you need to know about GTM strategy.
• 10 Best Social Selling Tools and Software in 2025 – Find out about the best social selling tools on the market to help you spark conversations that lead to a warm pipeline.
• GTM Intelligence: Definitions, Use Cases & Software [2025]: Learn everything you need about GTM intelligence, including definitions and use cases.
• AI for RevOps: Best Use Cases & Software: Learn everything you need to know about AI for RevOps in 2025, including the best use cases and software.
• 10 Real-Life Examples of Sales Chatbots In Action: I've cherry-picked 10 case studies of sales chatbots to show you their effectiveness in 2025.

A proper RevOps stack can help you turn signals into predictable revenue by unifying data, automating repeatable plays, and giving leaders trustworthy forecasting and attribution.

In this guide, I'll provide you with an example RevOps tech stack that we would choose if we were to build one right now.

TL;DR

• Building a strong RevOps tech stack means aligning tools to GTM motions, prioritizing signal freshness & enrichment, automating repeatable workflows, and ensuring seamless integrations.
• Our recommended stack includes: Warmly (signal engine), HubSpot (CRM), Outreach (sales engagement), Marketo & Customer.io (marketing automation), Slack (collaboration), Clari (forecasting), DealHub (CPQ), Cognism (data enrichment), and HockeyStack (attribution & analytics).
• Warmly can act as the orchestration layer, unifying signals, accelerating speed-to-lead, and improving attribution.

Before we begin, I wanted to go over some of the factors to consider when you’re building out your RevOps tech stack: ⬇️

What are the factors to consider when building out your RevOps tech stack?

The main factors to consider when building your RevOps tech stack include which GTM motions and handoffs the stack must support, the freshness of your signals and enrichment, the level of orchestration required, and how well the tools integrate.

Let’s dive deeper into each one of them: ⬇️

#1: Which GTM motions, teams, and handoffs must the stack support?

Start by mapping the buyer journeys you run (inbound, outbound, product-led, expansion) and the people who touch each stage (i.e., SDRs, AEs, marketing ops, customer success, and RevOps), then align tool types to those roles. 

For example: 

• Lead intelligence/intent platforms for dark-funnel detection.
• Enrichment providers for contact data.
• Sales engagement platforms for cadences.
• Marketing automation and messaging systems for nurture.
• CPQ for quote-to-close.
• Revenue intelligence for forecasting. 

After that, you want to list the core activities each team must perform, including prospecting, lead enrichment, signal-to-lead routing, outreach, opportunity management, quoting, and handoffs to customer success.

➡️ This prevents the purchase of overlapping capabilities and ensures that every tool maps to a repeatable user workflow.

#2: How good are your signals and enrichment (fit, intent, freshness)?

Take it from me: RevOps depends on signal quality.

An intent hit or web event is only useful if enrichment and canonicalization make it actionable and timely in the CRM. 

If I were building my RevOps tech stack right now, I’d validate how fresh the data is, how accurately anonymous visitors map to accounts, and whether enrichment fills missing identifiers (email, role, technographic). 

Typical checks include:

• Confidence thresholds for intent signals before triggering outbound.
• Dedupe and canonicalization rules for contacts and companies.
• Window of freshness for signals (minutes vs days).

➡️ Prioritize reliability over volume. Better to act on fewer high-confidence signals than dozens of low-quality leads that waste your reps’ time.

#3: What level of automation & workflow orchestration do you require?

Next up, you want to decide which end-to-end plays you want fully automated versus those that need human checkpoints (for personalization or negotiation) and then design orchestration flows accordingly.

For example, a flow can be signal > CRM update > engagement sequence > attribution tagging > alerts. 

Common sales automations to evaluate are:

• Lead scoring, prioritization, and automated routing rules.
• Signal-triggered sequences and nurture flows.
• Renewal and expansion playbooks with automatic CSM alerts.
• Others, such as automatic meeting scheduling/rescheduling, territory assignment logic, and automatic task creation for reps.

➡️ We typically build automations that remove repetitive tasks but insert human review at revenue-sensitive moments (pricing, negotiation, renewal).

#4: How well do the tools integrate?

Last but not least, you want to validate sync directions, latency, and error handling for each touchpoint. 

Key integration touchpoints to verify include:

• CRM ↔ engagement platforms for activity, ownership, and stage sync.
• Signals & enrichment → CRM → attribution engines for reporting and forecasting.
• CRM ↔ CPQ/e-signature for quote, contract state, and post-sale handoffs.
• Product analytics ↔ CS & billing for usage-driven renewals and expansion signals.

➡️ Pro Tip: You can use an iPaaS and a set of data contracts + runbooks so your stack scales without breaking when you add or replace tools.

What’s the perfect RevOps tech stack in 2025?

Here are our selected tools for an example RevOps tech stack that you can use in 2025:

#1: Warmly: Revenue Signal Engine

Warmly offers a strong start to your RevOps tech stack with our signal-based revenue orchestration platform that helps you de-anonymize your website visitors.

We know that RevOps needs a single source of truth for pipeline health.

Our platform identifies anonymous website visitors, maps them to accounts, and classifies intent (1st-, 2nd-, and 3rd-party signals).

This helps RevOps attribute pipeline sources more accurately (e.g., was this deal driven by inbound web traffic, ABM, outbound, or partner influence?).

Let’s dive deeper into the features that make Warmly so popular among RevOps teams:

Feature #1: Identifies your website visitors

Warmly lets you maximize your website’s lead generation potential by identifying the companies and individuals visiting it.

The way it works is that you add a snippet of Warmly’s code to your website, and the sales intelligence software will start revealing leads in minutes.

In addition to essential company and individual-level identification, Warmly will also enrich your visitors’:

1. Contact data (email address, phone number, social media profiles, etc.).
2. Firmographics (company location, size, funding, etc.).
3. Demographics (individual names, job positions, etc.).
4. Technographics (tools and software a company utilizes).

💡 This gives RevOps teams a single source of truth for both lead identity and context.

The visitor identification tool optimizes our data through a waterfall approach.

Our platform uses multiple data providers (20+), including 2 other leading website de-anonymization providers, to validate the accuracy, quality & overall match rate of our signal & contact data.

This leads to:

• Higher data quantity: Multiple sources expand match rates.
• Higher data quality: Proprietary cleansing and confidence scoring validate accuracy.

💡 As we strive to maintain data quality and quantity, we continuously monitor vendor performance and validate our proprietary matching algorithms. 

➡️ These systems let us track quality and quantity metrics in real-time, ensuring that both contact-level and company-level data meet the high standards our customers expect.

Warmly’s transparent data commitment means you can test our data quality with our free tier before committing to us as a data provider.

Because we aggregate data from 25+ providers and cross-check it using our proprietary waterfall technique, we can validate and verify data on your behalf, ensuring it’s of the highest quality.

Feature #2: Reveals your warmest leads based on intent data

Knowing who your leads are is only one part of successful outreach and conversion.

This is why our software collects intent data for each lead, allowing you to understand who your hottest leads are right now.

Warmly captures three types of intent signals:

1. First-party intent, which includes intent signals 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, which come from monitoring LinkedIn for things like job change intent, new funding rounds, etc.
3. Third-party intent, including web searches that include keywords relevant to your product, visits to competitors’ websites or interactions with their ads, etc.

For RevOps, we’ve seen that this typically translates into:

• Shorter sales cycles by focusing effort on high-probability opportunities.
• Smarter resource allocation across sales and marketing.
• Alignment of messaging based on intent to reduce the friction between GTM teams.

Feature #3: Sales automation

Warmly offers a few 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 software lets you 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).
• Set up 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.
• Figure out 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 SDRs 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.

Feature #4: Live lead engagement with Warm Calls

Warmly offers another trick up its sleeve for RevOps teams that want to make the most of the traction gained by the intent insights the platform uncovers.

Our tool 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 that the time is right, they can hop on a video call straight from Warmly’s dashboard.

We believe that this is a crucial play for RevOps because:

• It closes the gap between lead capture and direct engagement.
• It also provides measurable touchpoints for pipeline forecasting and reporting.

You can try it out here:

Warmly’s Integrations

Warmly integrates with a wide range of CRMs and sales platforms, including:

• HubSpot CRM.
• OpenAI.
• Slack.
• Apollo.
• Outreach.
• Demandbase.
• RB2B.
• Clearbit.
• People Data Labs.
• And more.

💡 For example, you can use Warmly’s visitor identification software with HubSpot to alert your sales team the moment a known prospect arrives on the site. 

With the HubSpot browser cookie, you can prioritize conversations with the leads who have shown the most engagement with your HubSpot campaigns.

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, your team can access many relevant tools and combine them with Warmly at a fraction of their usual price.

Pricing

Warmly’s pricing is modular and component-based. 

You can choose the components that best match the needs of your business, as components are priced by output and not just by a monthly fee.

There are 3 paid product plans that you can choose from:

• AI Data Agent (Starts at $10,000/yr), which includes 5,000 credits, person-level web visitor de-anonymization (RB2B + Vector data), CRM integration, and access to our Coldly Contact Database.
• AI Inbound Agent (Starts at $16,000/yr), which includes all AI Data Agent features, 10,000 credits, Intent-powered pop-ups (Warm Offers), AI chatbot & live video chat, and lead routing.
• AI Outbound Agent (Starts at $22,000/yr), which includes 10,000 credits, automated signal-based outbound orchestration, email automation, LinkedIn automation, and email warmup.

➡️ Warmly’s pricing is ideal for larger teams with a growing or mature GTM motion with SDR, sales, and marketing functions.

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 prospects are right now.

❌ Pricing is modular.

#2: HubSpot: CRM & System of Record

Best for: Teams looking for a backbone of RevOps where all account, opportunity, and contact data lives.

Similar to: Salesforce.

HubSpot offers a sales CRM, marketing automation, sales enablement, and customer success tools under one roof (so you don’t have to pay for these things separately).

Its modular “Hubs” let you start small and scale into a full GTM suite as they grow.

Features

• Unified CRM that connects marketing, sales, and service teams around a single customer record.
• Lead tracking & scoring that helps you automatically track prospect engagement across channels and score leads based on behavior to prioritize the most sales-ready contacts.
• Advanced automations for email, lead nurturing, and pipeline management.

💡 You can use Warmly’s visitor identification software with HubSpot to alert your sales team the moment a known prospect arrives on the site.

Pricing

HubSpot’s Sales Hub offers a free version that gives you access to 1 deal pipeline, the ability to share 1 personal meeting link, and to track leads and customers.

To access the platform’s more advanced features, you will need to sign up for one of its 4 paid tiers:

• Sales Hub Starter: $20/month/seat, which adds an e-signature, conversation routing, and simple automations.
• Sales Hub Professional: $100/month/seat, which adds ABM tools and automation, coaching playlists, call transcription and coaching, playbooks, and sequences.
• Sales Hub Enterprise: $150/month/seat, which adds conversation intelligence, custom objects, and lead form routing.

Pros and Cons

✅ All-in-one sales and marketing CRM that gives you access to workflow automations and advanced analytics.

✅ AI-powered assistant to help your marketing team.

✅ Deep integrations with other marketing tools that you might already be using.

❌ The templates are not very customizable when compared to other tools on the market.

❌ The tool comes with a learning curve, according to users of the platform.

#3: Outreach: Sales Engagement & Orchestration

Best for: Enterprise-grade sales engagement and execution across the entire revenue cycle.

Similar to: Humantic AI.

Outreach offers a leading sales execution platform that integrates AI to enhance every stage of the sales process. 

From automating prospecting tasks to providing real-time deal insights and forecasting, the platform helps sales teams engage prospects more effectively and close deals faster.

Features

• An AI prospecting agent that identifies potential leads, qualifies them based on predefined criteria, and reaches out to best-fit prospects through personalized messages.
• Smart email assist, which leverages AI to draft initial sales engagement emails, email replies, or meeting follow-ups based on the provided context.
• Smart deal assist that predicts whether a deal will close with high accuracy rates and recommends actions to keep it on track using unique engagement signals across emails, calls, and meetings.

➡️ You can use Warmly with Outreach to welcome website visitors with a custom greeting based on any Outreach sequence.

Pricing

Outreach has five different product packages:

1. Engage: Includes email assistant, automations, CRM sync, templates, etc.
2. Call: Includes sales dialer, live sales monitoring, AI-powered call summary, etc.
3. Meet: Includes real-time call recording and transcription, AI-powered meeting assistant, automated summary and action items, etc.
4. Deal: Includes AI-powered deal assistant, deal health score, deal overview with activity history, etc.
5. Forecast: Includes AI projection, scenario planning, detailed dashboards, etc.

However, the software doesn’t publish prices for any of its packages, so you’ll have to contact its sales team.

Moreover, each package comes with distinct pricing, meaning the costs can easily add up if you want to use several of Outreach’s products.

Pros & Cons

✅ Above-average automation capabilities for emails, follow-ups, and meeting scheduling.

✅ Deep insights into deal health and buyer sentiment.

✅ Helps you streamline workflows and automate tasks.

❌ Allegedly expensive pricing.

❌ Outreach can be complex to learn and use, particularly for those unfamiliar with sales engagement solutions.

#4: Marketo: Marketing Automation & ABM

Best for: Orchestrating multi-channel B2B nurture, lead-to-account workflows, and scaling ABM.

Similar to: Salesforce Marketing Cloud Account Engagement (Pardot).

Marketo is an enterprise-grade marketing automation platform focused on B2B demand and account-based programs. 

The platform helps RevOps teams build advanced nurture journeys, score and route leads, personalize across channels, and measure marketing’s influence on pipeline.

Features

• An AI-assisted orchestration and journey designer that helps you build complex B2B lead and account journeys with reusable building blocks.
• Advanced lead scoring, routing, and CRM sync (native Salesforce connector) that keep sales and marketing in sync.
• Multi-channel campaign execution (email, landing pages, forms, web personalization, paid audience activation) plus attribution and multi-touch measurement.

💡 You can combine Warmly’s signals with Marketo to trigger retargeting campaigns (e.g., ads or email nurtures).

Pricing

Adobe publishes Marketo Engage as a set of tiered packages but does not list straightforward public per-seat or per-month pricing:

• Growth Plan: Custom pricing for 10 users, 20,000 API calls/day, lead and account database, native CRM integration, and more.
• Select Plan: Custom pricing for 25 users, 50,000 API calls/day, which adds event and webinar marketing, marketing calendars, 50 assets of predictive content, and more.
• Prime Plan: Custom pricing for 25 users, 50,000 API calls/day, which adds target account management, predictive audiences, advanced journey analytics, and more.
• Ultimate Plan: Custom pricing for 25 users, 50,000 API calls/day, which adds Marketo Measure.

Pros & Cons

✅ Syncs with CRM to nurture leads not yet ready for sales.

✅ Multi-channel campaign execution plus attribution.

✅ Prove marketing’s influence on pipeline.

❌ Can be expensive for SMEs.

❌ Steeper learning curve and implementation overhead compared with simpler marketing hubs.

#5: Customer.io: Marketing Automation & ABM

Best for: Providing personalized customer journeys across channels via compelling messaging.

Similar to: N/A.

Customer.io enables you to manage and tailor customer messages across web and mobile channels.

It's an excellent tool for customer retention, cross-selling and upselling, onboarding, and other customer interactions.

Features

• Lets you personalize in-app customer journeys via its push notifications and in-app messages, in addition to providing options for sending SMS and emails.
• Leverages behavioral data to help you tailor each message for every individual customer.
• Comes with an email coding interface that lets you further personalize email campaigns, control deliverability, collaborate with your entire team, etc.

Pricing

Customer.io has three pricing plans for users who need its customer interaction capabilities:

• Essentials: Starts at $100/mo.
• Premium: Starts at $1,000/mo, billed annually.
• Enterprise: Custom pricing.

The final price depends on the volume of profiles you want to contact and the number of emails you send per month.

Pros & Cons

✅ Visual workflow builder with drag-and-drop journey building.

✅ Options for mobile customer engagement.

✅ Cross-channel campaigns (i.e., email, in-app, push, and SMS in a single automation flow).

❌ The costs can quickly skyrocket.

❌ Geared toward more tech-savvy users, other user profiles will find it overwhelming.

#6: Slack: Sales Enablement & Collaboration

Best for: Centralizing real-time communication and speeding handoffs between sales and customer success.

Similar to: Microsoft Teams.

Slack is the collaboration backbone for many RevOps teams: a place where signals, content, and action converge. 

Beyond chat, Slack acts as a lightweight sales enablement layer when paired with your sales apps (CRM, call transcription, content libraries, alerting tools) and automated workflows. 

Features

• Real-time channels, threads, and huddles that let reps and ops coordinate quickly around leads and escalations.
• The platform can be set up to surface deal-level activity through integrations (e.g., CRM notifications, meeting recaps, buyer engagement alerts).
• Native and third-party integrations that push CRM updates, intent signals, and content lookups.

➡️ You can use Warmly for Slack to alert key stakeholders when hot prospects visit your site.

Pricing

Slack’s pricing is charged per active user; typical starting prices (billed annually) look like this:

• Free: Includes basic messaging, 90-day searchable history, 1:1 voice/video huddles, and up to 10 app integrations.
• Pro: Starts at about $87 per user per year ($7.25/month billed annually); includes unlimited message history, group huddles, guest accounts, unlimited integrations, advanced search, basic admin controls, and 24/7 support.
• Business+: Starts at about $180 per user per year ($15/month billed annually); includes all Pro features plus SAML-based SSO, compliance exports, advanced identity management, expanded admin controls, 99.99% uptime SLA, and faster support response SLAs.
• Enterprise+: Custom pricing; includes organization-wide management, data residency options, enterprise-grade security and compliance, multiple workspaces, dedicated 24/7 priority support with 4-hour response time, and advanced compliance tools.

Pros & Cons

✅ Workflows and message actions that enable repeatable RevOps processes without heavy engineering.

✅ Deep integrations and app ecosystem

✅ You can set up instant alerts, which would also help you with having shared visibility on account activity.

❌ Critical signals can get buried in channels.

❌ Costs can easily stack up for large organizations.

#7: Clari: Revenue Intelligence & Forecasting

Best for: Highlighting which accounts are warming up, where there's momentum, and where deals are likely to stall based on actual behaviors.

Similar to: Gong.

Clari is an AI-powered revenue platform that provides deep visibility into your sales pipeline and uses predictive analytics to accurately forecast deal outcomes. 

The platform syncs with your CRM, email, calendar, call data, and engagement platforms to continuously analyze deal activity and engagement signals.

Features

• AI-powered forecasting that lets you accurately predict revenue outcomes using machine learning models trained on your historical sales data.
• Deal inspection & health scoring that lets you see which deals are progressing, which are stuck, and why, using engagement signals like emails, calls, and meeting frequency.
• Revenue leak detection, which identifies where deals (or prospects) are falling through the cracks so teams can intervene early and rescue pipeline opportunities.

Pricing

Clari doesn’t currently disclose its price or information about any distinct product packages. You have to contact their team for a quote.

Pros & Cons

✅ Strong sales analytics and forecasting features.

✅ Provides AI-driven insights that help GTM teams make data-driven decisions.

✅ Native CRM integrations and user-friendly interface.

❌ The cost can be high for expanding teams.

❌ Some users report complex navigation and occasional bugs, which can affect usability.

#8: DealHub: CPQ & Revenue Lifecycle Management

Best for: Helping sales reps quickly build accurate quotes, manage approvals, and accelerate deal velocity.

Similar to: Salesforce CPQ, Conga.

DealHub is a revenue lifecycle management platform that combines CPQ (Configure, Price, Quote), subscription management, and digital deal rooms in one.

The platform is designed to eliminate friction in the sales process by giving RevOps, sales, and finance teams full visibility and control over every step of the revenue journey.

Features

• No-code CPQ engine that allows teams to create accurate, customized quotes without relying on engineering or IT.
• DealRoom collaboration is a digital microsite where buyers and sellers can collaborate, review proposals, and negotiate in real time.
• Subscription & billing management to handle recurring revenue models, renewals, and upsell opportunities in one place.
• Contract lifecycle management that streamlines approvals, redlines, and e-signatures within the same workflow.

Pricing

DealHub doesn’t publish its prices, as they are customized based on business needs, so you’ll have to contact their sales team for a tailored quote.

Pros & Cons

✅ End-to-end revenue lifecycle management in a single platform.

✅ Highly flexible, no-code CPQ that reduces complexity for your sales team.

✅ Improves buyer experience with collaborative DealRooms.

❌ Pricing isn’t transparent, which can slow down vendor comparison.

❌ Advanced customization may require upfront setup and training for your team.

#9: Cognism: Sales Intelligence & Data Enrichment

Best for: Revenue teams needing real-time data enrichment and compliance-ready lead generation.

Similar to: Lead IQ.

Cognism is a B2B sales intelligence platform for RevOps teams looking for quality data in EMEA, the US, and APAC regions.

The platform helps you centralize lead enrichment and provides insights to direct teams toward high-value accounts.

Features

• Use AI-powered sales prospecting to type or speak your search directly into the search bar and get a list of ICPs and great-fit accounts.
• You’ll be able to create custom workflows to enrich existing CRM data or new leads with updated information.
• Get intent data for buyers actively searching for solutions like yours, enriched with the most up-to-date and complete contact data.

Pricing

Cognism offers two premium plans, Platinum and Diamond, with custom pricing. Connect with their sales team to get a quote.

Pros & Cons

✅ Access to global data without geographical restrictions.

✅ The Cognism browser extension allows prospecting over any website or app.

✅ Customers frequently praise the quality of Cognism's customer support.

❌ While it integrates with most CRMs, integrations are possible via Zapier and not native to Cognism.

❌ Limited intent data, when compared to other tools on the market, is why some sales teams have been looking for Cognism alternatives.

#10: HockeyStack: Unified Revenue Attribution & Analytics

Best for: RevOps teams looking to monitor and understand the impact and performance of sales efforts across multiple channels.

Similar to: Attio.

HockeyStack is a marketing and sales attribution platform that provides full visibility of your sales funnel.

The platform consolidates data across multiple touchpoints to provide your RevOps team with a comprehensive view of the buyer journey.

Features

• The tool measures the influence of specific sales activity on ROI, conversions, demo bookings, etc., enabling you to understand what performs well and what needs improving.
• You’ll be able to track the entire buyer journey across multiple touchpoints, match each activity to revenue impact, and then uncover the influence marketing efforts had on outbound sales.
• HockeyStack’s dashboards support no-code report building, visual funnel analysis, and intuitive insights powered by AI (via “Odin”).

Pricing

HockeyStack no longer offers transparent pricing, so you’d have to contact their team for a demo to get a quote.

Pros & Cons

✅ Strong sales analytics and forecasting features.

✅ Provides powerful insights that enable GTM teams to make data-driven decisions.

✅ AI analyst for data analysis and report building.

❌ Pricing is no longer transparent and is reportedly high.

❌ Slow loading time for reports, according to user reviews, which is why some users have been looking for HockeyStack alternatives.

Build out your RevOps tech stack with Warmly as its engine

Well, that was it from our complete guide for creating your best B2B RevOps tech stack in 2025.

Warmly gives RevOps the revenue signal layer that connects marketing, sales, and customer success, ensuring:

• Faster speed-to-lead.
• Cleaner attribution.
• Better alignment across GTM teams.
• Smarter forecasting & resource allocation.

If your RevOps team is serious about scaling your outbound and nurturing inbound while aligning with marketing, Warmly is one of the smartest, most intent-driven ABM platforms out there.

Our platform helps you identify your website visitors, score them, and then instantly engage them while they’re still burning hot.

Here’s what else you’ll get by signing up for Warmly:

• The ability to identify potential buyers by tracking their interactions with your website and getting insights into their interest level.
• A wide range of accurate prospect contact details, directly from the Coldly database, helping you reach the right people.
• Simplify your meeting process with automatic meeting scheduling that removes the back-and-forth, ensuring a frictionless booking experience.
• Automatically send leads to the right salesperson 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.

Book a live demo to see it in action first.

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A strong RevOps platform can help you break down silos across sales, marketing, and customer success while keeping data, workflows, and reporting aligned.

In this guide, I’ll go over the 10 best RevOps software solutions designed to centralize your revenue operations and equip your team with the tools to drive predictable revenue.

TL;DR

• Warmly offers the best RevOps software with its real-time website visitor identification, automation of sales workflows, and 1st-, 2nd-, and 3rd-party intent signal capabilities.
• Tools like Clari and HockeyStack are ideal for predictive revenue intelligence, deal insights, and full-funnel analytics.
• On the other hand, platforms like 6sense and UnifyGTM can help you uncover high-intent accounts, personalize engagement at scale, and automate outbound prospecting workflows.

But before diving in, I want to go over the key factors to consider when evaluating RevOps software:

What factors should you consider when buying RevOps software?

The main factors to consider when buying RevOps software include cross-department integration, workflow automation & process alignment, revenue intelligence & forecasting, and last but not least, its pricing structure.

Let’s go over each one of them: ⬇️

#1: How well does the platform integrate across departments?

The first question to ask yourself when buying a RevOps solution would be whether the tool can unify data and workflows across sales, marketing, and customer success teams.

RevOps software isn’t just about syncing with CRMs. The tool needs to connect with your:

• Marketing automation platforms.
• Customer support and success platforms.
• Data warehouses and business intelligence tools.
• Billing and subscription management platforms.
• Other marketing and/or sales productivity platforms you’re already using.

➡️ For example, your marketing team might rely on HubSpot, while your product team uses Mixpanel. A good RevOps tool should bridge those silos.

💡 Pro Tip: Consider native integrations and open APIs instead of relying entirely on iPaaS solutions (although they can work wonders too), as this reduces the risk of building brittle connectors.

#2: The level of automation and process alignment required

RevOps platforms shine best when they standardize and automate workflows across multiple teams. 

The question is here: how much of that orchestration do you want?

Common use cases include:

• Automating lead-to-cash workflows (lead > opportunity > quote > invoice > payment).
• Enforcing consistent data hygiene and ownership rules.
• Setting up automated alerts for pipeline risk or renewal opportunities.
• Others, such as handling pipeline governance, territory management, and forecasting.

💡 Pro Tip: If I were you, I’d prioritize platforms with flexible, low-code automation builders so you can adapt as your GTM motion evolves.

#3: Revenue intelligence & forecasting capabilities

RevOps isn’t only about workflows; it’s also about insights. 

A strong platform should give you predictive visibility into revenue health, not just static reports. 

That can mean:

• Forecast accuracy at the SDR, team, and organizational levels.
• Churn and expansion prediction based on customer usage and engagement.
• Deal-level analytics (e.g., conversion rates, velocity bottlenecks).
• Cross-functional dashboards for executives and department heads.

➡️ If your executive team is relying on spreadsheets for forecasting, it’s most likely a sign that you need deeper RevOps intelligence.

#4: Pricing structure

Finally, RevOps tools can vary widely in how they charge you, so you’ll want a pricing model that aligns with both your scale and your maturity. 

Typical pricing models include:

• Per-user pricing, which works for smaller teams but can get expensive at scale.
• Usage-based pricing, where you pay based on records, workflows, or data volume processed.
• Tiered or feature-based pricing, where advanced analytics or automation modules cost extra.

➡️ Hybrid models are common in RevOps from what I’ve seen (e.g., a base platform fee plus additional charges for integrations or data enrichment).

What are the best RevOps tools on the market in 2025?

The best tools for RevOps teams include Warmly with its website visitor de-anonymization, sales automation capabilities, and 1st, 2nd, and 3rd party intent signals, as well as Clari and HockeyStack.

Here’s a breakdown of each solution:

#1: Warmly

Warmly offers the best RevOps platform on the market with our combination of real-time website visitor identification with enriched firmographic and behavioral data to reveal exactly who’s ready to buy from your prospects and why.

Our solution helps sales teams identify their warmest leads and reach out to them immediately with our engagement features.

Disclosure: Even though Warmly is our platform, I’ll provide an unbiased perspective on why Warmly offers the best RevOps software on the market..

RevOps is all about aligning sales, marketing, and customer success around reliable data, actionable insights, and automated workflows to accelerate revenue. 

Warmly addresses all of these pillars:

• Real-time lead intelligence: Warmly identifies website visitors (~60% of companies and ~15% of contacts) and enriches them with firmographics, technographics, and individual-level contact details.
• Prioritization of high-intent leads: Using first-, second-, and third-party intent signals, our platform shows exactly which leads are most likely to convert now.
• Automation of sales workflows: Your RevOps team can trigger personalized outreach sequences based on visitor behavior and intent.
• Live engagement capabilities that let sales reps jump on video calls with prospects in real time while they’re on the website.

Let’s dive deeper into the features that make Warmly so popular among RevOps teams:

Feature #1: Identifies your website visitors

Warmly lets you maximize your website’s lead generation potential by identifying the companies and individuals visiting it.

The way it works is that you add a snippet of Warmly’s code to your website, and the sales intelligence software will start revealing leads in minutes.

In addition to essential company and individual-level identification, Warmly will also enrich your visitors’:

1. Contact data (email address, phone number, social media profiles, etc.).
2. Firmographics (company location, size, funding, etc.).
3. Demographics (individual names, job positions, etc.).
4. Technographics (tools and software a company utilizes).

💡 This gives RevOps teams a single source of truth for both lead identity and context.

The visitor identification tool optimizes our data through a waterfall approach.

Our platform uses multiple data providers (20+), including 2 other leading website de-anonymization providers, to validate the accuracy, quality & overall match rate of our signal & contact data.

This leads to:

• Higher data quantity: Multiple sources expand match rates.
• Higher data quality: Proprietary cleansing and confidence scoring validate accuracy.

💡 As we strive to maintain data quality and quantity, we continuously monitor vendor performance and validate our proprietary matching algorithms. 

➡️ These systems allow us to track quality and quantity metrics in real-time, ensuring that both contact-level and company-level data meet the high standards our customers expect.

Warmly’s transparent data commitment means you can test our data quality with our free tier before committing to us as a data provider.

Because we aggregate data from 25+ providers and cross-check it using our proprietary waterfall technique, we can validate and verify data on your behalf, ensuring it’s of the highest quality.

Feature #2: Reveals your hottest leads based on intent data

Knowing who your prospects are is only one part of successful outreach and conversion.

This is why Warmly collects intent data for each lead, allowing you to understand who your hottest leads are right now.

The platform captures three types of intent signals:

1. First-party intent, which includes intent signals 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, which come from monitoring LinkedIn for things like job change intent, new funding rounds, etc.
3. Third-party intent, including web searches that include keywords relevant to your product, visits to competitors’ websites or interactions with their ads, etc.

For RevOps, we’ve seen that this typically translates into:

• Shorter sales cycles by focusing effort on high-probability opportunities.
• Smarter resource allocation across sales and marketing.
• Alignment of messaging based on intent to reduce the friction between GTM teams.

Feature #3: Sales automation

Warmly offers a few 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 software lets you 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).
• Set up 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.
• Figure out 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 SDRs 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.

Feature #4: Live lead engagement with Warm Calls

Warmly offers another trick up its sleeve for RevOps teams that want to make the most of the traction gained by the intent insights the platform uncovers.

Our tool 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 that the time is right, they can hop on a video call straight from Warmly’s dashboard.

We believe that this is a crucial play for RevOps because:

• It closes the gap between lead capture and direct engagement.
• It also provides measurable touchpoints for pipeline forecasting and reporting.

You can try it out here:

Warmly’s Integrations

Warmly integrates with a wide range of CRMs and sales platforms, including:

• HubSpot CRM.
• OpenAI.
• Slack.
• Apollo.
• Outreach.
• Demandbase.
• RB2B.
• Clearbit.
• People Data Labs.
• And more.

💡 For example, you can use Warmly’s visitor identification software with HubSpot to alert your sales team the moment a known prospect arrives on the site. 

With the HubSpot browser cookie, you can prioritize conversations with the leads who have shown the most engagement with your HubSpot campaigns.

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, your team can access many relevant tools and combine them with Warmly at a fraction of their usual price.

Pricing

Warmly’s pricing is modular and component-based. 

You can choose the components that best match the needs of your business, as components are priced by output and not just by a monthly fee.

There are 3 paid product plans that you can choose from:

• AI Data Agent (Starts at $10,000/yr), which includes 5,000 credits, person-level web visitor de-anonymization (RB2B + Vector data), CRM integration, and access to our Coldly Contact Database.
• AI Inbound Agent (Starts at $16,000/yr), which includes all AI Data Agent features, 10,000 credits, Intent-powered pop-ups (Warm Offers), AI chatbot & live video chat, and lead routing.
• AI Outbound Agent (Starts at $22,000/yr), which includes 10,000 credits, automated signal-based outbound orchestration, email automation, LinkedIn automation, and email warmup.

➡️ Warmly’s pricing is ideal for larger teams with a growing or mature GTM motion with SDR, sales, and marketing functions.

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 prospects are right now.

❌ Pricing is modular.

#2: Clari

Best for: Highlighting which accounts are warming up, where there's momentum, and where deals are likely to stall based on actual behaviors.

Similar to: Gong.

Clari is an AI-powered revenue platform that provides deep visibility into your sales pipeline and uses predictive analytics to accurately forecast deal outcomes. 

The platform syncs with your CRM, email, calendar, call data, and engagement platforms to continuously analyze deal activity and engagement signals.

Features

• AI-powered forecasting that lets you accurately predict revenue outcomes using machine learning models trained on your historical sales data.
• Deal inspection & health scoring that lets you see which deals are progressing, which are stuck, and why, using engagement signals like emails, calls, and meeting frequency.
• Revenue leak detection, which identifies where deals (or prospects) are falling through the cracks so teams can intervene early and rescue pipeline opportunities.

Pricing

Clari doesn’t currently disclose its price or information about any distinct product packages. You have to contact their team for a quote.

Pros & Cons

✅ Strong sales analytics and forecasting features.

✅ Provides AI-driven insights that help GTM teams make data-driven decisions.

✅ Native CRM integrations and user-friendly interface.

❌ The cost can be high for expanding teams.

❌ Some users report complex navigation and occasional bugs, which can affect usability.

#3: HockeyStack

Best for: RevOps teams looking to monitor and understand the impact and performance of sales efforts across multiple channels.

Similar to: Attio.

HockeyStack is a marketing and sales attribution platform that provides full visibility of your sales funnel.

The platform consolidates data across multiple touchpoints to provide a comprehensive view of buyer journeys, enabling seamless alignment between sales and marketing teams.

Features

• The platform measures the influence of specific sales activity on ROI, conversions, demo bookings, etc., enabling you to understand what performs well and what needs improving.
• You’ll be able to track the entire buyer journey across multiple touchpoints, matches each activity to revenue impact, and then uncovers the influence marketing efforts had on outbound sales.
• Uses AI models to measure, forecast, and predict contributions of individual sales activities across channels.

Pricing

HockeyStack no longer offers transparent pricing, so you’d have to contact their team for a demo to get a quote.

Pros & Cons

✅ Strong sales analytics and forecasting features.

✅ Provides powerful insights that enable GTM teams to make data-driven decisions.

✅ AI analyst for data analysis and report building.

❌ Pricing is no longer transparent and is reportedly high.

❌ Slow loading time for reports, according to user reviews, which is why some users have been looking for HockeyStack alternatives.

#4: 6sense

Best for: Organizations aiming to leverage AI for predictive account identification and personalized engagement at scale.

Similar to: Warmly, UnifyGTM.

6sense utilizes intent data and machine learning to uncover in-market buyers, optimize targeting, and personalize campaigns.

Its RevOps platform helps you prioritize accounts and tailor outreach with precision to accelerate deal velocity.

Features

• You’ll be able to detect 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.
• Predictive account scoring and intent orchestration that surfaces high-propensity accounts and recommended actions for sellers.
• 80+ segmentation filters that let you define your ICP and identify the accounts that best fit it.

Pricing

6sense comes with 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.

💡Feel free to check out our 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 tool 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 expensive, which is why some sales teams have been looking for 6sense alternatives.

#5: UnifyGTM

Best for: Teams looking to automate outbound prospecting and account research using AI and intent data.

Similar to: Warmly, 6sense.

UnifyGTM streamlines GTM workflows by integrating various data sources and signals to facilitate efficient and scalable revenue operations.

The platform is a good software for brands looking for an all-in-one solution for warm outbound.

Features

• Your team will 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.
• Leverage UnifyGTM’s AI Agent to scale account research and personalized messaging on your website. The tool uses artificial intelligence to scrape websites, Google and CRM data to engage with your prospects.

Pricing

UnifyGTM comes with 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.

#6: Cognism

Best for: Revenue teams needing real-time data enrichment and compliance-ready lead generation.

Similar to: Lead IQ.

Cognism is a B2B sales intelligence platform for RevOps teams looking for quality data in EMEA, the US, and APAC regions.

The platform helps you centralize lead enrichment and provides insights to direct teams toward high-value accounts.

Features

• Use AI-powered sales prospecting to type or speak your search directly into the search bar and get a list of ICPs and great-fit accounts.
• You’ll be able to create custom workflows to enrich existing CRM data or new leads with updated information.
• Get intent data for buyers actively searching for solutions like yours, enriched with the most up-to-date and complete contact data.

Pricing

Cognism offers two premium plans, Platinum and Diamond, with custom pricing. Connect with their sales team to get a quote.

Pros & Cons

✅ Access to global data without geographical restrictions.

✅ The Cognism browser extension allows prospecting over any website or app.

✅ Customers frequently praise the quality of Cognism's customer support.

❌ While it integrates with most CRMs, integrations are possible via Zapier and not native to Cognism.

❌ Limited intent data, when compared to other tools on the market, which is why some sales teams have been looking for Cognism alternatives.

#7: MadKudu

Best for: RevOps teams looking to create multiple scoring models tailored to different markets.

Similar to: 6sense.

MadKudu uses historical conversion data to predict which leads are likely to become customers.

Its ICP fit + intent model segmentation helps teams prioritize leads who both match your ICP and are showing real buying signals.

Features

• Analyze your historical customer data (e.g., closed deals, trial conversions, and retention metrics) to build predictive scoring models that surface high-potential leads early in the lead generation funnel.
• Fit + intent model segmentation - Leads are categorized by both fit (firmographics, role, industry) and intent (behavioral signals like email engagement or product usage).
• Integrates with tools like Salesforce, HubSpot, Marketo, and Segment to push lead scores directly into workflows your team already uses. 

Pricing

MadKudu doesn’t publish prices for its product. You’ll have to book a demo and request a custom quote based on your specific requirements.

Pros & Cons

✅ Analyzes your historical customer data.

✅ Leads are categorized by both fit and intent.

✅ Integrates with tools like Salesforce, HubSpot, Marketo, and Segment.

❌ There’s a reported learning curve.

❌ A higher price tag than other alternatives on the market.

#8: Clay

Best for: RevOps teams aiming to automate lead list building, CRM enrichment, and custom scoring.

Similar to: Datanyze.

Clay is a lead enrichment tool that collects data from 75+ enrichment sources and lets you create detailed lead lists by pulling from its 10+ built-in sources.

With Clay, RevOps teams can build tables from detailed prompts like: “go scrape these sites and find me prospects that look like my ICP”. 

Features

• Waterfall data enrichment lets you cross-reference dozens of databases and data providers, increasing the chances of getting accurate data.
• AI web scraper Claygent runs basic prospect research for you anywhere on the web.
• Intuitive lead list builder that lets you create comprehensive lists easily.

Pricing

Clay has a free forever plan that provides 100 monthly search credits and limited access to its features.

For more advanced users, Clay has 4 pricing tiers:

• Starter: $149/mo for 2,000 credits.
• Explorer: $349/mo for 10,000 credits.
• Pro: $800/mo for 50,000 credits.
• Enterprise: Custom pricing for a custom amount of credits.

Pros and Cons

✅ Waterfall enrichment speeds up prospecting and improves the quality of your prospect and leads lists.

✅ Wide range of features and seamless integrations.

✅ Can automate essential sales operations.

❌ The platform can be difficult to master.

❌ The costs can easily sneak up on you.

#9: Lusha

Best for: Sales teams requiring accurate, compliant, and enriched B2B contact data for prospecting.

Similar to: Clay.

Lusha offers an AI-integrated sales intelligence solution known for its user-centric design, global coverage, and advanced filtering capabilities.

The platform provides a platform for discovering new business opportunities and maintaining data hygiene through automated updates and lead scoring.

Features

• The platform enables Topic-Synergy Intent Scoring to surface the accounts that are showing the most buying activity at critical stages in the buying cycle.
• Complement your search with advanced filters for the prospect's phone type, buyer intent, technographic, company headcount, funding, and other parameters.
• Automatically enrich your database on any CRM or CDP solely by using contact email addresses or a LinkedIn URL.

Pricing

Lusha offers a free forever plan limited to one user for 40 free credits. Other than that, it has three paid plans:

• Pro: Starts from $22.45/month when billed annually, and includes 3 seats, 3,000 credits a year, CSV enrichment, bulk show, and intent, technology and 3 job change alerts.
• Premium: Starts from $52.45/month when billed annually, and includes 5 seats, 7,200 credits a year, advanced usage analytics and 5 job change alerts.
• Scale: Custom pricing for custom credits a year, which adds a free manager seat, company CSV export, an intent filter, and 25 topics of intent filters.

Pros & Cons

✅ The platform integrates with popular CRM platforms like Salesforce and HubSpot, facilitating smooth data import and management processes.

✅ Lower entry pricing when compared to other tools on the market.

✅ Offers bulk APIs to retrieve up to 100 contacts at once with bulk API.

❌ The UI and dashboard aren't beginner-friendly and lack essential prospecting features, which is why some sales teams have been looking for Lusha alternatives.

❌ There are some reported data inaccuracies.

#10: Alta

Best for: RevOps teams looking for an AI-driven revenue workforce to automate outbound pipeline building and lead qualification.

Similar to: Outreach.

Alta is an AI-powered revenue workforce platform that automates sales calls, prospecting, and revenue operations through specialized agents.

Its RevOps agent, Luna, is a data-driven assistant designed to automate and optimize revenue operations.

Features

• RevOps agent (Luna) is designed to automate and optimize revenue operations by providing real-time insights on deals.
• Recommended actions based on current and historical data.
• Integrates with various data sources, such as Salesforce, HubSpot, and Stripe, to deliver actionable alerts and reports

Pricing

Alta doesn’t have fixed fees. Instead, its pricing is tailored to each individual user based on their bespoke needs.

To get a custom quote, fill out their website form.

Pros & Cons

✅ High-quality AI-generated voices mimic human voices almost perfectly.

✅ Its AI agents work around the clock, increasing productivity and ensuring no opportunity is missed.

✅ User-friendly interface.

❌ Some users mention it can be difficult to fully customize Alta’s agents to fit specific business needs.

❌ Customizable integrations.

Reach out to in-market prospects with Warmly’s signal-based buyer intent and automation capabilities

That’s it from our list of the 10 best RevOps platforms for teams looking to scale revenue operations.

Warmly stands out not only because it reveals website visitors and enriches 1st-, 2nd-, and 3rd-party signals, but also because it turns those insights into action with automated outreach triggers, AI chat, and live engagement.

This means your team can connect with prospects at the exact moment they’re researching solutions and not after the opportunity has gone cold.

If your enterprise is serious about capturing demand the moment it surfaces, Warmly is one of the most intent-driven platforms available today.

Here’s what else you’ll get by signing up for Warmly:

• The ability to identify potential buyers by tracking their interactions with your website and getting insights into their interest level.
• A wide range of accurate prospect contact details, directly from the Coldly database, helping you reach the right people.
• Simplify your meeting process with automatic meeting scheduling that removes the back-and-forth, ensuring a frictionless booking experience.
• Automatically send leads to the right salesperson 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.

Book a live demo to see it in action.

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.

A strong enterprise sales platform can help you manage large account pipelines and standardize your sales plays and processes.

In this guide, I’ll go over the 10 best enterprise sales software solutions designed to support longer sales cycles and equip your team with the tools to win more enterprise deals.

TL;DR

• Warmly offers the best enterprise sales software with its website visitor de-anonymization, multi-source intent signals (1st, 2nd, and 3rd party), and advanced sales automation capabilities.
• All-in-one CRM tools like HubSpot and ZoomInfo are ideal for enterprises that need deep data enrichment, pipeline management, and unified sales intelligence.
• On the other hand, platforms like 6sense and Demandbase can help you orchestrate predictive account engagement and ABM strategies at scale.

But before diving in, I wanted to discuss some of the key factors to consider when evaluating enterprise sales solutions:

What factors should you consider when buying enterprise sales tools?

The main factors to consider when buying enterprise sales software include integration & ecosystem fit, the level of workflow automation required, reporting & analytical capabilities, and its pricing structure. 

Let’s go over each one of them: ⬇️

#1: How would that platform integrate into your existing ecosystem?

The first question you need to ask yourself here would be whether that sales tool will integrate into your existing systems, including:

• CRMs.
• ERPs.
• Marketing automation tools.
• Customer service platforms.
• Other communication tools.

➡️ For example, you might want to integrate your CRM with an engagement platform for activity sync, contact information, and ownership updates.

💡 Pro Tip: You can also use an iPaaS (e.g., Workato) to “glue” your sales platforms together, which will help you reduce brittle point-to-point integrations.

#2: The level of automation and workflow orchestration required

The 2nd question to ask yourself would be how much of the sales process you want the system to automate versus leave to SDRs.

Here are a few sales automations that you can build with best-in-class enterprise sales tools:

• Lead scoring, prioritization & routing rules.
• Automated outreach and follow-ups (Even though some sales teams want to do all outreach and follow-ups manually for better personalization).
• Rescheduling automations, where a meeting gets cancelled or rescheduled, and an AI picks it up and handles the follow-up.

💡 Pro Tip: The more automation you require, the more you should evaluate low-code workflow builders, rule engines, and built-in orchestration for cross-team processes. 

➡️ If I were you, I’d map a few representative workflows (e.g., lead > demo > quote > contract > onboarding) and verify the product can fit into one of the steps to automate it.

#3: Reporting & analytical capabilities

I’d imagine that your enterprise would not be happy with basic pipeline reports (that you can even build with project management tools now).

➡️ Enterprises usually need sophisticated revenue intelligence that supports forecasting accuracy, win/loss diagnostics, churn prediction, and rep-level coaching insights.

That includes:

• Customizable dashboards for executives, managers, and individual reps.
• Deal-level analytics (stage velocity, conversion drivers) and forecast adjustments.
• Exportable reports, audit trails, and the ability to combine CRM data with product usage or finance systems for true revenue analysis.

#4: Pricing structure

Last but not least, you should evaluate the platform’s pricing structure and make sure that it’s straightforward, predictable, and aligned to your bottom line.

Different sales tools will have different pricing structures, including:

• Per-user pricing, where you will pay a set amount of money for your users per month or per year.
• Credit-based (usage-based) pricing, where you will pay for how much you’re going to be using the platform.
• Feature-based pricing, where the pricing depends on the feature set or functionality included, rather than just the number of seats.
• Modular pricing, where the software is split into different modules and you’re paying for the modules that you’ll be using.

➡️ Sometimes there are hybrid models, as a platform might charge per seat and usage (e.g., HubSpot charging per seat plus marketing contacts).

What are the best enterprise sales tools on the market in 2025?

The best enterprise sales tools include Warmly with its website visitor de-anonymization, sales automation capabilities, and 1st, 2nd, and 3rd party intent signals, as well as HubSpot and ZoomInfo.

Here’s a breakdown of each solution:

#1: Warmly

Warmly offers the best enterprise sales platform on the market with our combination of real-time website visitor identification with enriched firmographic and behavioral data to reveal exactly who’s ready to buy from your prospects and why.

Our solution helps enterprise sales teams identify their warmest leads and reach out to them immediately with our engagement features.

Disclosure: Even though Warmly is our tool, I’ll provide an unbiased perspective on why Warmly offers the best enterprise sales software on the market in 2025.

Warmly is a signal-based revenue orchestration platform that lets you:

• Identify website visitors (~60% of companies and ~15% of contacts).
• 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:

Feature #1: Identifies your website visitors

Warmly lets you maximize your website’s lead generation potential by identifying the companies and individuals visiting it.

All it takes is adding a snippet of Warmly’s code to your website, and the sales intelligence software will start revealing leads in minutes.

In addition to essential company and individual-level identification, Warmly will also enrich your visitors’:

1. Contact data (email address, phone number, social media profiles, etc.).
2. Firmographics (company location, size, funding, etc.).
3. Demographics (individual names, job positions, etc.).
4. Technographics (tools and software a company utilizes).

Our visitor identification tool optimizes our data through a waterfall approach.

We use multiple data providers (20+), including 2 other leading website de-anonymization providers to validate the accuracy, quality & overall match rate of our signal & contact data.

This leads to:

• Higher data quantity: Multiple sources expand match rates.
• Higher data quality: Proprietary cleansing and confidence scoring validate accuracy.

💡 To maintain data quality and quantity, we continuously monitor vendor performance and validate our proprietary matching algorithms. 

➡️ These systems allow us to track quality and quantity metrics in real-time, ensuring that both contact-level and company-level data meet the high standards our customers expect.

Warmly’s transparent data commitment means you can test our data quality with our free tier before committing to us as a data provider.

Because we aggregate data from 25+ providers and cross-check it using our proprietary waterfall technique, we can validate and verify data on your behalf, ensuring it’s of the highest quality.

Feature #2: Reveals your hottest leads based on intent data

Knowing who your prospects are is only one part of successful outreach and conversion.

This is why Warmly collects intent data for each lead, allowing you to understand who your hottest leads are right now.

The platform captures three types of intent signals:

1. First-party intent, which includes intent signals 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, which come from monitoring LinkedIn for things like job change intent, new funding rounds, etc.
3. Third-party intent, including web searches that include keywords relevant to your product, visits to competitors’ websites or interactions with their ads, etc.

As a result, your sales reps will get:

• A complete overview of which of your leads are most likely to convert right now.
• Critical insights into each lead, which they can leverage to tailor their outreach strategies accordingly.

Feature #3: Sales automation

Warmly offers a few 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 software lets you 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.

Feature #4: Live lead engagement with Warm Calls

Warmly offers another trick up its sleeve for enterprises that want to make the most of the traction gained by the intent insights the platform uncovers.

Our tool 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 that 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.

You can try it out here:

Feature #5: 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 enterprise sales 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

Warmly integrates with a wide range of CRMs and sales platforms, including:

• HubSpot CRM.
• OpenAI.
• Slack.
• Apollo.
• Outreach.
• Demandbase.
• RB2B.
• Clearbit.
• People Data Labs.
• And more.

💡 For example, you can use Warmly’s visitor identification software with HubSpot to alert your sales team the moment a known prospect arrives on the site. 

With the HubSpot browser cookie, you can prioritize conversations with the leads who have shown the most engagement with your HubSpot campaigns.

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, your team can access many relevant tools and combine them with Warmly at a fraction of their usual price.

Pricing

Warmly’s pricing is modular and component-based. 

You can choose the components that best match the needs of your business, as components are priced by output and not just by a monthly fee.

There are 3 paid product plans that you can choose from:

• AI Data Agent (Starts at $10,000/yr), which includes 5,000 credits, person-level web visitor de-anonymization (RB2B + Vector data), CRM integration, and access to our Coldly Contact Database.
• AI Inbound Agent (Starts at $16,000/yr), which includes all AI Data Agent features, 10,000 credits, Intent-powered pop-ups (Warm Offers), AI chatbot & live video chat, and lead routing.
• AI Outbound Agent (Starts at $22,000/yr), which includes 10,000 credits, automated signal-based outbound orchestration, email automation, LinkedIn automation, and email warmup.

➡️ Warmly’s pricing is ideal for larger SMB and MM companies with a growing or mature GTM motion with SDR, sales, and marketing functions.

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 prospects are right now.

❌ Pricing is modular.

#2: HubSpot

Best for: Enterprise sales teams looking for an all-in-one CRM and sales hub for automating workflows and scaling GTM.

Similar to: Salesforce.

HubSpot is one of the most popular platforms for enterprise B2B brands with its CRM, marketing automation, sales enablement, and customer success tools under one roof (so you don’t have to pay for these things separately).

Its modular “Hubs” let you start small and scale into a full GTM suite as your team and pipeline grow.

Features

• Unified CRM that connects marketing, sales, and service teams around a single customer record.
• Lead tracking & scoring that helps you track prospect engagement across different sales channels and score prospects based on behavior to prioritize the most sales-ready contacts.
• Best-in-class automation for email, lead nurturing, and pipeline management.

💡 You can use Warmly’s visitor identification software with HubSpot to alert your sales team the moment a known prospect arrives on the site. With the HubSpot browser cookie, you can prioritize conversations with the prospects who have shown the most engagement with your HubSpot campaigns.

Pricing

HubSpot’s Sales Hub has a free version that gives you access to 1 deal pipeline, the ability to share 1 personal meeting link, and to track leads and customers.

To access the platform’s more advanced features, you will need to sign up for one of its 4 paid tiers:

• Sales Hub Starter: $20/month/seat, which adds an e-signature, conversation routing, and simple automations.
• Sales Hub Professional: $100/month/seat, which adds ABM tools and automation, coaching playlists, call transcription and coaching, playbooks, and sequences.
• Sales Hub Enterprise: $150/month/seat, which adds conversation intelligence, custom objects, and lead form routing.

Pros and Cons

✅ All-in-one sales CRM that gives you access to workflow automations and advanced analytics.

✅ AI-powered assistant to help your marketing team.

✅ Deep integrations with other marketing tools that you might already be using.

❌ The templates are not very customizable when compared to other tools on the market.

❌ The tool comes with a learning curve, according to users of the platform.

#3: ZoomInfo

Best for: Enterprise teams looking for unified contact and account enrichment with direct dials and verified emails.

Similar to: 6sense.

ZoomInfo offers an enterprise sales platform that aggregates 1st-, 2nd-, and 3rd-party intent signals from across the web, pairing them with its B2B contact database.

The tool’s strength is operationalizing data: enrichment, intent, and outreach tools live in the same platform, so your team spends less time switching tools and more time selling.

Features

• An AI-powered assistant that analyzes CRM data and ZoomInfo’s extensive database to detect opportunities, personalize emails, suggest actions, and provide detailed profiles.
• You can filter prospects based on various criteria, such as industry, company size, location, and job role. 
• The platform tracks online behavior to identify companies showing interest in specific products or services, helping you prioritize outreach to prospects who are actively researching solutions similar to yours. 

Pricing

ZoomInfo offers three plans for Sales, Talent, and Marketing teams, all of which have custom pricing and lock you into 12-month contracts.

These custom packages differ primarily in the app integrations and features they include, as each is geared toward distinct user types.

Since ZoomInfo doesn’t disclose its pricing structure, you’ll have to contact ZoomInfo’s team for a custom quote or check our in-depth ZoomInfo pricing guide.

Pros & Cons

✅ An extensive and up-to-date B2B contact database, which can be quite strong in the US.

✅ Intuitive interface, despite having numerous features.

✅ Prioritize outreach to prospects who are actively researching solutions similar to yours.

❌ Data accuracy may vary for regions outside the U.S, which is why some brands have been looking for ZoomInfo alternatives.

❌ The tool can get really expensive for the full suite.

#4: HockeyStack

Best for: Enterprise sales and marketing teams that need revenue attribution and journey analytics across multiple touchpoints.

Similar to: Attio.

HockeyStack connects marketing, sales, and product data into a unified view to show which activities actually drive revenue at the enterprise level.

Its advanced multi-touch attribution and pipeline visibility make it easier for leadership teams to allocate budget.

Features

• The platform measures the influence of specific sales activity on ROI, conversions, demo bookings, etc., enabling you to understand what performs well and what needs improving.
• Tracks the entire buyer journey across multiple touchpoints, matches each activity to revenue impact, and then uncovers the influence marketing efforts had on outbound sales.
• Uses AI models to measure, forecast, and predict contributions of individual sales activities across channels.

Pricing

HockeyStack no longer offers transparent pricing, so you’d have to contact their team for a demo to get a quote.

Pros & Cons

✅ Strong sales analytics and forecasting features.

✅ Provides powerful insights that enable GTM teams to make data-driven decisions.

✅ AI analyst for data analysis and report building.

❌ The tool’s pricing structure is no longer transparent.

❌ Slow loading time for reports, according to user reviews, which is why some users have been looking for HockeyStack alternatives.

#5: Bombora

Best for: Organizations that want intent data to prioritize enterprise accounts most likely to convert.

Similar to: UpLead.

Bombora provides deep B2B intent signals by monitoring web activity across a vast data co-op, helping sales teams know which accounts are “in market.”

The platform is a viable enterprise sales tool, as it helps you focus outreach on buyers already researching relevant topics, shortening sales cycles and increasing win rates.

Features

• You can detect which companies are “surging” in interest around your solution based on content consumption patterns across the web.
• Choose from thousands of B2B-relevant topics or create your own clusters based on your unique product category.
• Push intent data directly into your CRM, MAP, or ABM platform to dynamically trigger outreach or prioritize accounts.

💡 Warmly integrates with Bombora, meaning you’ll get access to in-depth third-party intent data simply by subscribing to Warmly.

Pricing

Bombora does not publish prices or details about its packages. You can request a demo or contact its sales for more details.

Pros & Cons

✅ Integrates with CRMs and platforms like Salesforce, HubSpot, and LinkedIn, so reps can see real-time intent data layered on top of existing accounts.

✅ The platform tracks a wide range of intent topics and has high accuracy rates.

✅ You can push intent data directly into your CRM, MAP, or ABM platform

❌ Some users are not happy with its analytics reports.

❌ Can be expensive, especially for smaller teams.

#6: Salesloft (Drift)

Best for: Enterprise teams looking for AI-powered sales engagement and conversational marketing to accelerate pipeline.

Similar to: Warmly.

Salesloft combines multichannel cadences, call coaching, and pipeline analytics with Drift’s conversational AI chatbots for real-time buyer engagement.

This makes it a scalable enterprise sales platform for teamslooking to orchestrate personalized, high-volume sales motions.

How Does Salesloft's AI Chatbot Work?

Salesloft's AI sales chat integrates with your company's website to initiate and manage conversations with prospects 24/7.

The tool engages website visitors in real-time, utilizing NLP to understand and respond to inquiries.

It’s capable of qualifying leads by asking relevant questions and, based on the responses, routing them to the appropriate SDR or scheduling meetings.

Pricing

There’s no pricing information available for Drift ever since Salesloft acquired it. That means you’ll have to contact Salesloft’s sales team for more details.

Pros & Cons

✅ Automatic routing to your sales team.

✅ Easy to use, according to G2 reviews.

✅ Automates routine tasks such as lead qualification and meeting scheduling.

❌ Since it’s been acquired by Salesloft, there have been no details on its pricing, which is why some people have been looking for Drift alternatives. 

❌ There’s a learning curve for the customization and set up of the chatbot.

#7: Demandbase

Best for: Large enterprises adopting account-based marketing (ABM) to unify sales and marketing around target accounts.

Similar to: Warmly, 6sense.

Demandbase helps enterprises identify, engage, and close high-value accounts by combining intent data, ABM orchestration, and sales intelligence.

Its AI-driven targeting ensures your sales team spend time on accounts most likely to generate enterprise-level revenue.

Features

• Account-based marketing orchestration enables you to create customizable workflows aimed at specific accounts/audience segments.
• Real-time website personalization leverages intent and B2B data to provide each target account with a personalized web experience.
• Actionable sales insights that help you close more deals by knowing who is ready to buy and when to reach out with deep account insights.

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 platform has a steep learning curve, according to G2 reviews.

❌ On the higher end in terms of pricing, which is why some SMEs have been looking for alternatives.

#8: 6sense

Best for: Enterprises that need predictive AI-driven account engagement to optimize pipeline creation.

Similar to: ZoomInfo, Warmly.

6sense uses intent data, predictive analytics, and orchestration to surface in-market accounts before they engage with sales.

Its enterprise sales platform enables you to prioritize accounts and tailor outreach with precision to accelerate deal velocity.

Features

• The software tracks and gives you access 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.
• Predictive account scoring and intent orchestration that surfaces high-propensity accounts and recommended actions for sellers.
• Dynamic audience building: The platform provides you with 80+ segmentation filters that let you define your ICP and identify the accounts that best fit it.

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.

💡Feel free to check out our 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 tool 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 tool can get expensive, which is why some sales teams have been looking for 6sense alternatives.

#9: Cognism

Best for: Enterprise sales teams looking for GDPR-compliant contact data and intent-driven lead generation.

Similar to: 6sense.

Cognism provides enterprises with verified global B2B contact data enriched with intent signals.

Its compliance-first approach makes it ideal for larger companies selling into regulated markets.

Features

• Use AI-powered sales prospecting to type or speak your search directly into the search bar and get a list of ICPs and great-fit accounts.
• GDPR-compliant global contact enrichment and firmographic filters.
• You’ll be able to create custom workflows to enrich existing CRM data or new leads with updated information.
• Get intent data for buyers actively searching for solutions like yours, enriched with the most up-to-date and complete contact data.

Pricing

Cognism offers two premium plans, Platinum and Diamond, with custom pricing. Connect with their sales team to get a quote.

Pros & Cons

✅ Access to global data without geographical restrictions.

✅ The Cognism browser extension allows prospecting over any website or app.

✅ Customers frequently praise the quality of Cognism's customer support.

❌ Most app integrations are possible via Zapier and not native to Cognism, which is why some users have been looking for Cognism alternatives.

❌ Limited intent data when compared to other tools on the market.

#10: OneShot AI

Best for: End-to-end AI-powered outbound execution that combines automation with human expertise.

Similar to: Demandbase.

OneShot AI offers an enterprise-grade sales execution platform that blends AI agents with on-demand human experts to automate and manage outbound prospecting tasks. 

The tool handles the entire sales process, from lead research to personalized messaging and campaign deployment.

Features

• The platform creates and deploys custom AI agents for various tasks, including prospect research, message personalization, and performance optimization that work alongside human experts for optimal results.
• Includes a broad network of GTM experts from various areas that are vetted and chosen by AI agents based on their expertise and looped into specific workflows to ensure human oversight.
• Integrates with popular CRM systems like Salesforce, HubSpot, and Outreach to ensure seamless data sync and workflow continuity.

Pricing 

OneShot has three pricing tiers:

1. AI Sidekick: Designed for individuals focused on 1-1 meetings, includes 300/1,000 message generations per month, AI-powered research and hyper-personalized emails, basic AI assistance, and some CRM integrations. 
2. Scaled Research & Messaging: Designed for teams scaling outreach across thousands of prospects, includes 2,000 message generations per month, all AI Sidekick features, plus custom prompting and workflow automation.
3. Fully Autonomous Prospecting 24/7: $1,995 per month, designed for teams of any size who want their outbound prospecting done for them with no manual effort, includes 2,000 fully autonomous leads per month, everything in Scaled Research, plus more advanced features, such as fully autonomous agentic AI automation.

The pricing for the other two plans is not published. 

Pros & Cons

✅ Combines AI automation with human expertise for comprehensive campaign execution.

✅ Supports multichannel outreach, increasing engagement opportunities.

✅ Access to a broad network of GTM experts from various areas.

❌ Limited customization when compared to alternatives.

❌ High set-up complexity.

Reach out to in-market prospects with Warmly’s signal-based buyer intent and automation capabilities

That’s it from our list of the 10 best enterprise sales platforms for large organizations looking to scale revenue operations.

Warmly stands out not only because it reveals website visitors and enriches 1st-, 2nd-, and 3rd-party signals, but also because it instantly turns those insights into action with automated outreach triggers, AI chat, and live engagement.

This means your sales team can connect with prospects at the exact moment they’re researching solutions and not after the opportunity has gone cold.

If your company is serious about capturing demand the moment it surfaces, Warmly is one of the most intent-driven platforms available today.

Here’s what else you’ll get by signing up for Warmly:

• The ability to identify potential buyers by tracking their interactions with your website and getting insights into their interest level.
• A wide range of accurate prospect contact details, directly from the Coldly database, helping you reach the right people.
• Simplify your meeting process with automatic meeting scheduling that removes the back-and-forth, ensuring a frictionless booking experience.
• Automatically send leads to the right salesperson 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.

Book a live demo to see it in action.

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.

A proper B2B martech stack can help you win more deals faster by automating repetitive tasks, delivering actionable insights, and creating personalized buyer experiences.

TL;DR

• Building a B2B MarTech stack requires aligning tools with the buyer journey, ensuring strong data architecture, and balancing scalability with affordability.
• Warmly can be your core ABM engine, offering website visitor identification, intent data, sales automation, live engagement, and a massive B2B prospect database.
• Complementary tools like HubSpot, Salesforce, Adzooma, Jasper, Sprout Social, Kit, Mixpanel, and Webflow Optimize cover CRM, demand gen, content, social, email, analytics, and personalization needs.

Before we start, I wanted to go over some of the factors to consider when you’re building out your B2B marketing tech stack: ⬇️

Factors to consider when building out your B2B marketing tech stack

The main factors to consider when assembling a B2B martech stack include alignment with the buyer journey, your data architecture, scalability, and overall affordability.

Let’s dive deeper into each one of them: ⬇️

#1: How well does the stack align with your business strategy and buyer journeys?

You should start building out your B2B MarTech stack by defining the specific outcomes you need the stack to deliver, such as pipeline velocity, lead quality, account-based penetration, and/or customer retention. 

If I were you, I’d map each capability to stages of your buyer journey and the channels you prioritize so you can see where overlaps or gaps exist. 

➡️ Avoid buying shiny solutions that don’t move a core KPI. Our philosophy on tech stack building is that every component should trace back to a measurable result.

#2: What data architecture, ownership, and integration capabilities are required?

The question you need to ask yourself here would be what customer and behavioral data you need to collect, where the system of record will be (e.g., CRM, CDP), and how you’ll maintain data quality.

Important integration considerations here will include:

• Real-time APIs and webhooks for event-driven use cases.
• Prebuilt connectors to CRM, analytics or ad platforms.
• ETL/ELT paths for analytics and business intelligence.

When we were building out our B2B marketing tech stack, we prioritized a clear data model, as we knew that bad data breaks even the fanciest automation.

#3: How scalable, flexible, and affordable should the stack be?

Next up, you want to figure out whether the vendors scale with data volume, account complexity, and whether the pricing structure becomes prohibitive as you grow. 

💡Pro Tip: Consider modularity (i.e., would you be able to replace one layer without ripping out the rest?), the risk of vendor lock-in, and the software’s partner ecosystem for complementary capabilities. 

➡️ Good scalability would mean you wouldn’t have to go through an expensive replatforming later.

What’s the ideal B2B MarTech stack in 2025?

Here are our selected tools (we review more inside the article) for an ideal B2B MarTech stack in 2025:

#1: Account-Based Marketing Software: Warmly, with its real-time website visitor identification and sales automation capabilities.

#2: CRM Software: HubSpot, ideal for scaling lead outreach with personalized email sequences.

#3: Advertising & Demand Generation Tool: Adzooma, best for effortless, cross-platform PPC campaign optimization based on granular performance insights.

#4: Content Creation & Ideation Software: Jasper, a nice option for scaling marketing content fast without burning out your team.

#5: Social Media Management Platform: Sprout Social, best for comprehensive social media management, publishing, and analytics for B2B marketing teams.

#6: Email Marketing Platform: Kit, ideal for B2B marketing teams looking to run end-to-end email campaigns and automate audience growth.

#7: Analytics & Attribution Platform: Mixpanel, an excellent option for product analytics and user behavior tracking across web and mobile platforms.

#8: Website Personalization Tool: Webflow Optimize, ideal for marketing teams on Webflow looking to run A/B tests and deliver personalized content.

#1: Account-Based Marketing (ABM) Tools

Warmly

Warmly makes up a strong start for your B2B MarTech stack with its ABM solution that combines real-time website visitor identification with enriched firmographic and behavioral data to reveal exactly who’s ready to buy and why.

Our tool helps you identify your warmest leads and reach out to them immediately with our engagement features.

Warmly is a signal-based revenue orchestration software 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

Warmly identifies both companies and individuals visiting your website.

Every identified prospect 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.).

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 in the first place?

With intent data, your sales team 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.‎

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 lets you 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 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 prospects 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 that 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

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.

Pricing

Warmly’s pricing is modular and component-based. 

You can choose the components that best match the needs of your business, as components are priced by output and not just by a monthly fee.

There are 3 paid product plans that you can choose from:

• AI Data Agent (Starts at $10,000/yr), which includes 5,000 credits, person-level web visitor de-anonymization (RB2B + Vector data), CRM integration, and access to our Coldly Contact Database.
• AI Inbound Agent (Starts at $16,000/yr), which includes all AI Data Agent features, 10,000 credits, Intent-powered pop-ups (Warm Offers), AI chatbot & live video chat, and lead routing.
• AI Outbound Agent (Starts at $22,000/yr), which includes 10,000 credits, automated signal-based outbound orchestration, email automation, LinkedIn automation, and email warmup.

➡️ Warmly’s pricing is ideal for larger SMB and MM companies with a growing or mature GTM motion with SDR, sales, and marketing functions.

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.

❌ Pricing is modular.

Demandbase

Best for: Identifying and targeting the right leads 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.

It’s a viable ABM platform for marketing teams looking to retarget prospects at scale with relevant messages and provide leads with a personalized website experience.

Features

• Account-based marketing orchestration: Your marketing team can create customizable workflows aimed at specific accounts/audience segments.
• Ad targeting options: Display personalized ads to high-value accounts.
• 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 site is that its pricing includes a 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 platform has a steep learning curve, according to G2 reviews.

❌ Described as expensive when compared to other options on the market.

#2: CRM Tools