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6sense Review: Is It Worth It in 2025? [In-Depth]
6sense Review: Is It Worth It in 2025? [In-Depth]
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Are you trying to figure out if 6sense is the right sales intelligence software for your marketing and sales team?

In this honest 6sense review, I’ll go over the platform's features, usability, data quality, integrations, and even customer support to help you make an informed decision.

TL;DR

  • Range of features: 8/10. 6sense offers a good range of features for sales and marketing teams, most notably their dynamic audience-building and visitor identification software. Despite that, the platform does not provide contact-level data of website visitors and does not have live engagement features.
  • User interface and usability: 5/10. The platform has a steep learning curve that has been confirmed by multiple users of the software. Building automations with the tool’s orchestrator is not easy in the beginning, either.
  • Data quality: 7/10. There are negative reviews regarding intent data inaccuracies and duplication issues, but there are still some customers who are satisfied with the tool’s keyword research intent data and other signals.
  • Integrations: 7/10. 6sense has a good range of native integrations, partnerships, and a whole bunch of other integrations that could already be in your sales stack – but some users have reported difficulties setting up the integrations.
  • Customer support: 8/10. The platform offers best-in-class account management and customer success, but some of the customer support reps have shown poor product knowledge, according to G2 reviews.
  • Pricing model: 5/10. 6sense does not have transparent pricing, and 3rd party data shows that their average cost is higher than alternatives on the market – making it too expensive for SMEs. The tool has a free plan but with only 50 credits to spend monthly.

Average rating for 6sense: 6.6. No pun intended.

6sense Overview

6sense is an AI-powered ABM platform that combines B2B data with intent signals to automate your ABM workflows.

The platform can identify the accounts that are most likely to buy so your sales reps can react in time.

The tool has gained recognition for its advertising capabilities, which help you build retargeting campaigns based on its intent data.

I think of 6sense as a platform that is ideal for medium-to-large enterprises looking to Identify surging accounts on their website so their sales team can reach out to them and nurture relationships.

💡 Since this review aims to analyze 6sense in good detail, I’ll be giving my unbiased ratings on the platform’s features, user interface, data quality, integrations, and customer support.

Let’s dive deeper into the software’s sales features: 👇

6sense’s Core Features

1. Get access to in-depth B2B intent data

6sense collects intent signals from multiple sources (the platform claims it analyzes 500B+ intent signals monthly), such as website visits, keyword searches, and engagement patterns of prospects. 

This data helps sales teams better understand what their target accounts are researching, allowing them to pinpoint the ones most likely to convert.

Sales teams can then create relevant and highly personalized campaigns accordingly to capture the demand.

2. Lead prioritization dashboards

6sense’s lead prioritization dashboards provide your sales reps with a personalized, 360-degree view of all their deals, accounts, leads, etc.

As a result, your sales reps can identify opportunities in real-time and gain a deep understanding of which accounts to focus on and how.

Moreover, all the essential information is constantly updated, meaning that you’ll always have the most relevant and accurate data.

3. Dynamic audience building

6sense provides your team with 80+ segmentation filters that let you quickly define your ICP and identify accounts that best fit it.

It combines proprietary data with your CRM data and the intent signals it picked up to create detailed account lists that enable you to prioritize high-value accounts.

The software dynamically adjusts account lists by moving accounts to different audience segments based on relevant real-time factors such as changes in their buying stage, annual revenue, keywords they are researching, etc.

4. Marketing orchestration

6sense’s platform lets you create dynamic, always-on campaigns that react to buyer behavior and automatically update audiences as they move through the buying journey.

Your team can automate data enrichment, contact acquisition, audience building, and regular syncs between your sales platforms to save time and keep lead data up-to-date.

Rating: 8/10.

6sense offers its customers a comprehensive range of features for sales teams, such as its visitor identification software, lead prioritization, and dynamic audience building for advertising.

However, the solution can only identify companies visiting your website and not actual stakeholders (i.e., who exactly is visiting your website).

The platform also does not have real-time engagement features, such as some 6sense alternatives on the market (e.g., an AI chat) and has no integration with LinkedIn for automated outreach (only with LinkedIn Ads).

For example, customers of the platform are struggling to identify who is engaged with their company when dealing with larger accounts.

‘’We also do not have contact level reporting of who is actually engaged with our company, which can be challenging when engaging larger accounts.’’ - G2 Review.

6sense’s User Interface: Is It Easy To Use?

6sense’s platform does have a lot of functionality when it comes to automations, reporting, and marketing automations – and all of that comes with a slight learning curve for even seasoned sales professionals.

The software’s numerous features are packed into a rather clunky interface, which even satisfied customers of the platform are criticizing in their G2 reviews.

‘’What I dislike about 6sense Revenue AI for Marketing is that it can be complex to navigate initially, requiring a learning curve to fully leverage all its features.’’ - G2 Review.

When it comes to the platform’s automations with their orchestrations, customers of the platform also note that it has been more difficult for them than they originally suspected.

‘’Orchestrations and workflows with 6sense data were more difficult to implement than expected.’’ - G2 Review.

Rating: 5/10.

As reviewers have pointed out, you’d need to spend some time learning how the platform works so you can fully utilize its marketing and sales features.

In fact, when I opened their G2 profile, ‘’learning curve’’ and ‘’difficulty’’ were part of the 4 most common complaints of customers.

6sense’s Data Quality

6sense gives you access to buyer intent and engagement data with bonus predictive analytics into which stage of the buying journey your prospects are.

But just how accurate is this data?

I was able to find 6sense customers on G2 who have reported issues with the platform’s predictive analytics and intent data, which is described as ‘’directional, and not a crystal ball.’’

‘’From an intent perspective, it is not the end all be all or the crystal ball. It is directional. Also, I do find that the predictive model is generous. For example, if an account hits one of our campaign landing pages, it is suddenly in the 'purchase stage', and we often find that rarely means that an account is ready to send us a purchase order!’’ - G2 Review.

I also found some customers who complained about the tool’s data duplication issues, which has resulted in them having trouble with data reliability.

‘’Data can be a bit cumbersome, and we've had problems with data reliability and creation of duplicates.’’ - G2 Review.

On the positive side, there are customers of 6sense who have massively improved their sales pipeline by tapping into intent data, such as keywords and categories.

‘’6sense has been great in helping us identify segments based on key intent features such as keywords and categories. As a product marketer, it is really important we can identify the ICP and make sure the revenue org can clearly engage with their target accounts based on the topics and keywords they are searching for.’’ - G2 Review.

Rating: 7/10.

Despite 6sense’s negative reviews regarding their intent data inaccuracies and duplication issues, there are still some users who are satisfied with the tool’s keyword research intent data and other signals.

My problem with 6sense, similar to platforms like ZoomInfo, is that the tool’s visitor identification software reveals only companies and not individuals.

Good luck prospecting accounts like ‘’Microsoft’’ or ‘’Meta’’ landing on your website.

6sense’s Integrations

The platform integrates with various sales, marketing, and productivity platforms to centralize and maximize your existing sales tech stack so you can create more engaging campaigns with deeper insights.

The platform offers native integration with their partners: Outreach, Gong, Salesforce, and Salesloft, on top of their integrations with tools like Bombora for 3rd party intent signals.

You can also expect to sync your data with other productivity platforms, including LeanData for AI-powered insights and Reachdesk for perfectly-timed gifting to prospects.

However, customers of the platform have noted that integrating the tool with their existing systems has been challenging for them.

‘’Additionally, integrating it with existing systems can sometimes be challenging.’’ - G2 Review.

Rating: 7/10.

Despite 6sense’s native integrations, partnerships, and a whole bunch of other integrations that could already be in your sales stack – I gave the platform’s integrations a 7 instead of an 8 due to the difficulty of integrating some of the tools with 6sense.

6sense’s Customer Support

Even though 6sense does not disclose what customer support you can expect on its pricing page, I was able to get a good idea of the tool’s customer support from G2 reviews.

Users of 6sense are generally positive about the platform’s level of customer support, noting that they were assigned a customer success manager who has been helping them and responding quickly to their requests.

‘’Even though the tool can be quite daunting because of its depth, having a CSM that can help support us is so helpful. Definitely helpful to just send a quick note and get a response right away.’’ - G2 Review.

This positive perception has been confirmed by both mid-market and enterprise customers of the platform, claiming that they’ve had a good experience with customer support.

’We have had great customer support and feel like 6sense is always willing to dive in and collaborate to come up with new ideas or solutions we need.’’ - G2 Review.

Despite that, another Enterprise customer of 6sense mentions that the tool’s regular customer support can be a hit or miss with less product knowledge than their customer success team.

‘’Also, while 6Sense's customer success team is top-notch, their customer support is a bit more hit or miss. Some support reps are real product experts and zero in on solutions to issues quickly. Some… not so much.’’ - G2 Review.

Rating: 8/10.

Even though most users are satisfied with the level of customer support that they were provided on 6sense – it seems like some customer support reps do not have the necessary product knowledge to handle more complex issues.

6sense’s Pricing Model: Does It Provide A Good Value For Money?

6sense offers a free plan that provides:

  • 50 credits/month.
  • Buyer Discovery.
  • Contact & Company Data.
  • Alerts.
  • List Management.
  • Chrome Extension.

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

Team: Includes everything in Free plus:

  • Technographics
  • Psychographics
  • Web, CRM, and SEP Apps
  • Add to CRM/SEP
  • Dashboards

Growth: Everything in Team plus:

  • 6sense Intent (Keywords)
  • 3rd Party Intent
  • Corporate Hierarchy
  • Prioritization Dashboards

Enterprise: Everything in Growth plus:

  • Predictive AI Model
  • AI Recommended Actions
  • CRM & MAP Activity

6sense doesn’t disclose prices on its website, so you’ll have to contact its sales for more details.

You can learn more about the platform’s pricing model from our in-depth 6sense pricing guide

However, Vendr also provides some helpful insights into 6sense’s pricing policy:

Customers are required to enter into a 2-year agreement with 6sense, a commitment that yields high retention. 

In addition, it's important to highlight that potential costs may arise due to usage/overages, upgrades, or downgrades.

Finally, according to Vendr’s data, the average 6sense contract value is $56,762/year.

Rating: 5/10.

The tool does not disclose its pricing, but we were able to find that 6sense is on the higher end of the pricing range when compared to other alternatives on the market.

I do like the fact that the platform has a free plan, but you’ll run out of the 50 credit allowance in a matter of days if not hours.

How Does 6sense Compare To Alternatives On The Market?


💡 Check out our in-depth comparison of 6sense vs. ZoomInfo, where we cover the 2 sales intelligence giants in more detail.

What Are Customers Saying About 6sense?

Throughout this 6sense review, I’ve been showing you some of the users’ opinions on the platform – but let’s dive a bit deeper.

TL;DR: 6sense boasts a highly responsive support team, good segmenting accuracy, and a configurable interface. Despite data, customers of the platform report issues with 6sense’s data exports, limited persona targeting and the cost of the software. 

Moreover, its persona targeting is highly limited compared to alternatives on the market. 

What users love about 6sense:

  • Good segmenting accuracy with an interface that can be customized.
  • Ability to view account engagement and gain insights into their current buying stage.
  • Highly responsive customer support team and excellent account management.

There were some restrictions in ways you could filter or parse out data for particular programs, which made it, at times, difficult to pull and analyze data. Though it was nice having an optimization team to help, it would've likely been more convenient if there were tools in the platform to help with optimization ideas so you didn't need to join a call when looking for optimization help. - G2 Review.

The export of segments to platforms such as Google Ads and LinkedIn Ads is limited, and getting lots of them for exporting more segments is really expensive. - G2 Review.

Common complaints about 6sense:

  • Persona targeting is described as limiting with no role or title-based matching.
  • Limited export of segments to platforms like Google Ads and LinkedIn Ads.
  • The platform has been described as expensive and not affordable for smaller businesses.

Considering the high degree of configurability for account and intent attributes, persona targeting is shockingly limiting, with no true role or title-based matching. Targeting enterprise companies based solely on persona makes for a lot of waste. Other tools are doing exact title matching and have been for a few years. We've had to purchase additional tools to help with this layer, which means we can't launch ads through 6sense either. - G2 Review.

Verdict: Is 6sense Really Worth It?

So far, I've rated 6sense:

  • Range of features: 8/10.
  • User interface and usability: 5/10.
  • Data quality: 7/10.
  • Integrations: 7/10.
  • Customer support: 8/10. 
  • Pricing model: 5/10.

Which gives me an average rating of 6.6/10 for 6sense.

To summarize:

6sense is the ideal choice if you:

✅ Are looking for good B2B intent data coverage, especially in the US region.

✅ Need a reliable marketing automation solution.

✅ Want a platform that can integrate with your advertising channels to create highly targeted campaigns. 

6sense isn’t the best option if you:

❌ Are looking for a more budget option, as 6sense is more expensive than some of the other alternatives on the market.

❌ Need more website visitor identification functionality, such as contact-level data.

❌ Need more first-party intent data to identify and reach out to warm prospects.

Looking For A 6sense Alternative?

Despite 6sense’s range of features, good range of integrations and a large library of B2B intent data, some customers are still finding faults with the product’s data quality, pricing model, and ease of use.

Enter Warmly (that’s us) – a signal-based revenue orchestration platform that provides a wide range of features designed to:

  • Capture warm leads that visited your website (first-party data).
  • Identify the hottest prospects from those visitors.
  • Automatically engage and nurture them, helping your sales reps to successfully convert them.

Let’s get a closer look at the functionality that makes Warmly an attractive alternative to 6sense for sales teams: 👇

Warmly Features

1. Identify Your Website Visitors

Warmly identifies your website visitors.

Our platform can identify both companies and the individual profiles that are browsing your website.

As a result, your reps can focus their efforts on the right stakeholders from the get-go.

With Warmly, you’ll get another ace up your sleeve.

Once it identifies website visitors, the platform proceeds to enrich each visitor with:

  • B2B data (email address, company name, phone number, industry, size, technographic, etc.).
  • First-party intent data (details of your visitors’ website sessions, such as visited pages, recurring visits, etc.).
  • Third-party intent data (insights into visitors’ entire digital buyer’s journey, including visits to competitors’ websites, job change intent, etc.).

This combination of first- and third-party intent data enables you to identify the leads that are most likely to buy right now as Warmly picks up the buying signals they’ve left throughout the web—on your website and beyond.

Your sales reps will be able to recognize who your hottest leads are right now and design tailored strategies for reaching out to them.

Why Is Intent Data Important?

Trying to sell a water bottle to someone who just walked out of their office isn’t the same as selling a water bottle to a runner who just finished a workout.

Understanding intent signals and recognizing them in time lets you:

  • Qualify and score leads with greater precision and easily identify the hottest leads.
  • Reach out when their interest level is at its peak.
  • Create a hyper-personalized approach for each lead based on the contextual insights you have at hand, like which pages they visited, what they searched for, etc. 

This helped Behavioral Signals shorten its sales cycle by 50-90% and source nearly $7M in its pipeline.

Platforms that omit intent data from their offering slow your lead generation efforts from the get-go, leaving you without one of the most powerful weapons in sales reps’ arsenals.

2. Build Targeted Lead lists With Coldly

We at Warmly have recently included a static B2B database, Coldly, to help users build highly targeted lead lists more efficiently.

Coldly holds data on 200M+ accounts and contacts worldwide, in addition to having more than 25 built-in B2B data filters and the option for creating customized filters to fit specific business needs and industries.

Moreover, since the data is refreshed daily, you can have peace of mind that all your essential B2B data is accurate, relevant, and up-to-date.

You can do anything from building contact lists to automatically enriching your CRM contacts without spending hours on this.

3. Streamline Sales Engagement Processes

Warmly’s automation features are by far one of the things most customers love about the platform.

Warmly uses intent signals it picks up to build complex workflows on top of them, enabling you to reach out to all the right leads at the best possible time.

It provides several automation features, including:

Orchestrator, which lets you automate email and LinkedIn outreach. The Orchestrator is highly configurable, meaning you can set up all the important parameters as you see fit, including:

  • The action that triggers the workflow (lead matching your ICP lands on your website or a website visitor comes back to your pricing page).
  • Filters that define which companies and individuals should be included in the workflow (these include everything from company size and industry to job position and seniority, etc.).
  • The course that the workflow should take (send a contextual email, a personalized LinkedIn DM, or a LinkedIn connection request).

This capability solves for time-to-lead, while SDRs can take over ones that respond and provide a personalized experience.

The AI-powered prospector prevents quality leads from falling through the cracks simply because you didn’t have a sales rep on hand.

Try it yourself 👇or watch it in action


💡Note: You will need to be on one of Warmly’s paid plans to gain access to AI Prospector. For ARC, the ROI was 200% over 6 months. 

AI Chat, which is an AI-driven chatbot that can be trained to:

  • Qualify leads.
  • Answer their questions.
  • Book meetings.
  • Offer relevant collaterals.
  • Engage leads.

Lead routing, which lets you set up real-time Slack notifications that will alert the adequate sales rep whenever a lead matching certain criteria lands on your website or takes a high-intent action.

The combination of these automation features ensures that:

  • Every high-value lead will be engaged.
  • Your sales reps will have more time to focus on things that matter than most rather than act as surveillance guards on your website 24/7.

4. Live Video Chat

Engaging your leads while they’re still hot can make the difference between a successfully closed deal and an opportunity that is forever lost.

With Warmly, you won’t have to worry about that, as its Live Video Chat feature lets you engage leads while they’re still visiting your website.

In the “Warm Calls” section of Warmly’s dashboard, your sales team can see who’s visiting your website right now and monitor their session in real-time.

Once you detect a high-intent lead based on Warmly’s insights or a visitor matching your ICP, you can engage them in a video chat immediately.

Alternatively, you can rely on automated lead routing to notify reps whenever a high-value lead ends on your website. 

This allows you to monitor their website interactions and hop on a call when they assess the time is right.

Try it out here:


Warmly Pricing

Similar to 6sense, Warmly offers a freemium plan.

On it, you can:

  • Reveal up to 500 companies and individuals visiting your website (in addition to essential and accurate data on each lead).
  • Set up ICP filters to quickly identify high-quality leads. 
  • Automate basic lead routing.

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

  1. Micro: Starts at $333/month when billed annually and adds unlimited seats, 5,000 monthly visitors revealed, first-party intent signals, alerts, and access to Warmly’s extensive database of B2B contact data.
  2. Starter: Starts at $12,000/year, everything in Micro, plus 10,000 monthly visitors, third-party signals, AI Chat, and CRM syncs.
  3. Business: Starts at $19,000/year for up to 10,000 visitors or $28,000/year for up to 75,000 visitors, everything in Starter, plus second-party signals, sales orchestration, and lead routing.
  4. Enterprise: Starts at $30,000/year, lets you identify a custom number of visitors, includes everything in Business, plus custom signals and warm calling.


How Does Warmly Compare to 6sense?

6sense is an excellent option for your business if you are looking for predictive analytics, keyword identification and site heatmaps.

Warmly, on the other hand, shines in finding and engaging prospects who are looking to buy and are likely to respond to your outreach.

Our platform might not have predictive analytics into where customers are in their buying journey or intent data from keywords, but we offer:

  • Website de-anonymization signals at the contact level.
  • Automated email retargeting.
  • Automated LinkedIn DMs retargeting.
  • Live session replays.
  • Chat video messaging so you can contact your prospects as they are browsing through your pages (e.g., pricing page).

Find Out Who Your Warmest Leads Are With Warmly

If you’re looking for a purely ABM platform with solid intent data, 6sense might be the way to go for your organization.

The platform’s capabilities of detecting buyer intent on your website are significantly limited compared to Warmly's, as they do not reveal contact-level information.

This limitation also affects 6sense’s marketing automations, which cannot be fine-tuned to engage only the warmest prospects—which your company is mostly interested in.

With Warmly, all that changes.

Our revenue orchestration platform helps you to identify website visitors (to the contact level), detect the hottest leads among them, and engage them via automated outreach sequences perfectly tailored to each lead.

You’ll be able to identify that Joe from Microsoft has been browsing your pricing page and then reach out to him on LinkedIn – or why not right on your pricing page with a chatbot or video chat?

If you want to be able to do that, then you can try Warmly for free to start building a steady, warm pipeline in minutes.

Or, book a demo with our team for a personalized tour of all of Warmly’s capabilities.

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AI Marketing Agents: Use Cases and Top Tools for 2025
AI Marketing Agents: Use Cases and Top Tools for 2025
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AI marketing agents are quickly becoming the secret weapon behind some of the smartest campaigns out there. 

When it comes to marketing agents, we're not just talking about tools that help.

We’re talking about AI that acts - analyzing data, building strategies, generating content, and making decisions in real time.

If that sounds futuristic, well… it kind of is. But the wild part? It’s already happening. 

Teams everywhere - from scrappy start-ups to enterprise giants - are starting to rely on AI agents to handle tasks that used to eat up hours. 

The kind of work that used to take a full team, such as automated campaign creation, real-time audience segmentation, and instant performance insights, is now being handled by intelligent, always-on digital assistants.

In this article, I’ll walk you through what AI marketing agents actually do, the most powerful ways they’re being used, and which tools are leading the charge. 

Let’s begin!

What Are AI Marketing Agents?

AI marketing agents are intelligent, task-oriented digital assistants powered by AI, designed to perform specific marketing functions autonomously or semi-autonomously. 

Unlike traditional marketing tools that require constant manual input, these agents can take action, make decisions, and even adapt their behavior based on real-time data and feedback.

Think of them as mini marketers built with code. 

They can write email sequences, A/B test landing pages, launch and optimize ad campaigns, track user behavior, and personalize customer experiences across channels. 

Some are designed for one specific job (like optimizing subject lines), while others operate as full-blown strategists, capable of managing entire workflows with minimal oversight.

What sets AI marketing agents apart from traditional marketing tools is their ability to learn and improve over time. 

They’re built on machine learning, large language models, and other smart tech, so they’re not just following a script. They’re constantly evolving based on what works and what doesn’t.

Today, they’ve already become more than just an isolated experiment. They’re mainstream. Marketing teams everywhere are treating them as an extension of their workforce.

How Are AI Marketing Agents Revolutionizing Marketing in 2025?

In 2025, AI marketing agents aren’t just helping marketers work faster. They’re actually changing the very nature of marketing.

We’re seeing a shift from reactive marketing to proactive, always-on engagement. 

AI agents can detect patterns, predict outcomes, and respond in real time - something no human team could do at scale. 

They enable hyper-personalization without burning out your content team. They reduce the guesswork in campaign planning. And they’re making it possible for smaller teams to compete with the big players.

From generating data-driven insights in seconds to running personalized ad campaigns across multiple platforms simultaneously, these agents are giving marketers superpowers. 

They’re freeing up human brains for strategy, creativity, and connection - the stuff that really moves the needle.

What Are the Different Types of AI Marketing Agents?

AI marketing agents come in different shapes and specialties. Here are a few of the most common types:

  • Content generation agents - These tools write blogs, ad copy, emails, social posts, and more. Some can even match brand voice and tone on the fly.
  • Email marketing agents - Think AI that manages your list, crafts personalized emails, optimizes subject lines, and analyzes open and click-through rates—all without constant oversight.
  • Ad optimization agents - These handle everything from bidding strategy to A/B testing creatives, using real-time performance data to boost ROI.
  • SEO agents - Tools that research keywords, optimize content, track rankings, and suggest on-page improvements automatically.
  • Analytics & insights agents - These turn raw data into meaningful insights, surfacing what’s working, what’s not, and what to do next.
  • Chat & customer support agents - AI-powered chatbots that go beyond scripted responses, delivering helpful, natural-sounding interactions across touchpoints.

Some platforms even offer multi-agent systems - basically a team of AI agents working together across tasks, communicating and sharing data to make smarter decisions as a unit.

Now that we have that covered, let’s look at the most common use cases for AI marketing agents today.

Top 9 Use Cases of AI Marketing Agents

AI marketing agents are being used across nearly every area of modern marketing, but some use cases really stand out in terms of impact, efficiency, and scalability. 

Let’s break down some of the most powerful applications today - the ones teams of all sizes are actively benefiting from.

1. AI Agents for Conversational Marketing & Customer Support 

Customer support used to mean live agents and long wait times. 

Now, AI marketing agents are powering conversational experiences that feel instant, human, and helpful, whether it's through chatbots, email responses, or voice interactions.

These agents can answer product questions, recommend solutions, upsell based on user history, and even troubleshoot basic issues 24/7. 

They’re not replacing your support team but enhancing it, handling the repetitive stuff so your human agents can focus on high-impact conversations.

These chatbots are even more handy when it comes to marketing.

Namely, for marketers, this is a goldmine. 

Every interaction is an opportunity to engage, delight, or convert. 

With AI agents integrated into your website, CRM, and messaging tools, you can turn support into a proactive channel that drives loyalty and sales.

Take Warmly’s AI Chat, for instance.

This chatbot agent is powered by an advanced NLP AI model that can be trained to perfectly fit your brand voice, business objectives, and its designated purpose.

You can train it on your relevant data to make sure it will maintain a consistent tone of voice while tackling a wide range of tasks, such as:

  • Engaging high-intent leads (e.g., leads that visit your pricing page and stay there more than 10s).
  • Qualifying leads by asking qualificatory questions (e.g., “What brings you here?”).
  • Offering relevant collaterals (e.g., a whitepaper on the impact of AI tools on marketing to leads who have visited the feature page of an AI-powered tool).
  • Answering their queries regarding pricing, features, or other relevant matters.
  • Booking meetings.
  • Looping in human SDRs when necessary.

Because it is powered by sophisticated AI, Warmly’s AI Chat can handle a much broader spectrum of actions than regular chatbots while ensuring that each lead interaction is contextual, relevant, and personalized.

The result?

Higher engagement, more booked meetings, and more closed deals.

2. AI Agents for Customer Journey Orchestration

This is where things start to feel like magic. 

AI agents can now orchestrate entire customer journeys - from the first touchpoint to post-sale engagement - automatically adapting to individual behavior at every step. 

It's like having a hyper-attentive and intelligent conductor directing each customer’s unique path through your funnel.

For example, if someone interacts with your website or engages with your content on LinkedIn, the agent might follow up with a retargeted email or LinkedIn DM.

Moreover, the agent personalizes each touchpoint based on every lead’s unique data and preferences, ensuring that the messaging will resonate with them.

Warmly and 11x’s AI SDR agents do exactly that.

These AI agents pick up the high-intent leads Warmly detects on your website and add them to hyper-personalized outreach campaigns via SMS, email, or LinkedIn.

They leverage the intent and B2B data Warmly has on each lead to personalize every message, going far beyond the usual first names and company names.

Instead, AI SDRs use more nuanced information, such as leads’ interactions with your website, research of competitors’ websites, etc., to craft compelling and engaging messaging.

This right here is next-level marketing automation

Rather than rigid funnels, you get fluid, intelligent experiences that guide leads forward based on real-time behavior. 

It’s a huge win for both marketers and customers - less friction, more value, higher open and response rates, and more qualified meetings.

3. AI Agents for Content Creation

One of the most popular and practical uses of AI marketing agents is content creation. 

These agents can research, draft, and optimize content across formats, including blog posts, newsletters, social captions, product descriptions, and more. 

They save marketers a massive amount of time while helping brands maintain a consistent voice and publishing rhythm.

But they’re not just spitting out generic text. 

Today’s content agents understand tone, structure, and audience intent. 

You can ask one to write a persuasive product intro for Gen Z buyers, and it will tailor the message accordingly. 

Some can even perform SEO research, integrating relevant keywords and optimizing content for search rankings without requiring input from multiple tools.

What makes this use case especially game-changing is how it shifts content from a bottleneck to a growth lever. 

Small teams no longer need to outsource or delay publishing schedules. 

AI agents can produce first drafts in literal minutes, freeing up human writers to refine, strategize, and focus on higher-level storytelling.

4. AI Agents for Campaign Personalization

Honestly speaking, real personalization at scale used to be a dream. 

Now, with AI marketing agents, it’s the default. 

These agents can segment audiences in real time, customize messaging based on user behavior, and adapt campaigns as customer data evolves. 

It’s like having a personal marketer for every contact in your database.

Warmly’s Orchestrator functions on that principle.

It monitors your website for high-intent leads that match your ICP criteria and includes them in tailored email and LinkedIn campaigns.

Let’s say someone visits your pricing page twice but doesn’t sign up. 

Warmly’s Orchestrator agent can recognize this intent and trigger a personalized email with a special offer, a case study, or an icebreaker message without you lifting a finger.

Learn how the Orchestrator helped a LinkedIn marketing agency, Straightin, get $10,000 in revenue in just 2 weeks.

It’s not just automated. It’s contextual and relevant, increasing the likelihood of conversion.

The beauty of this use case is in the blend of automation and intelligence. 

We’re moving beyond static drip sequences toward dynamic journeys that adapt to each user. 

That’s a massive leap forward for customer experience, and it's why companies using AI for personalization are seeing higher engagement and retention.

5. AI Agents for Ad Campaign Management

Running paid campaigns across Google, Meta, LinkedIn, and TikTok? 

That’s a full-time job unless you’ve got an AI ad agent doing the heavy lifting. 

These agents can create ad copy, select visuals, test variations, optimize bidding strategies, and monitor performance in real time.

Rather than reacting to ad fatigue or overspending days later, AI agents spot trends and pivot fast. 

They might pause underperforming ads automatically or shift budget toward top-performing creatives, all while keeping costs in check and ROI on the rise. 

Some even suggest new campaign angles based on historical performance and competitor data.

This use case is especially powerful for performance marketers juggling multiple platforms. 

AI agents act like your 24/7 campaign managers, always learning and optimizing. That means more wins, fewer wasted dollars, and a lot less stress.

6. AI Agents for Email Marketing Automation

Email has been around forever, but with AI agents running the show, it feels brand new. 

These agents don’t just schedule blasts; they tailor content, adjust send times, craft subject lines, and segment lists based on behavior, engagement, and lifecycle stage.

Imagine having an agent that knows exactly when to send a re-engagement email to a dormant lead or one that notices someone clicked your demo link but didn’t book, then follows up with a persuasive nudge. 

AI makes this kind of logic-driven engagement effortless and consistent.

What makes this use case stand out is its compounding effect. 

As agents collect more data over time, they get better at timing, tone, and targeting. 

That leads to higher open rates, more clicks, and better conversions. 

For marketers who rely on email to nurture leads or onboard customers, this is a no-brainer upgrade.

7. AI Agents for SEO Optimization

SEO is one of those marketing pillars that demands a million little tasks, such as keyword research, on-page optimization, internal linking, meta descriptions, content updates… the list goes on. 

AI SEO agents streamline all of it. They can audit your site, surface ranking opportunities, suggest improvements, and even generate optimized content based on search intent.

Some go even further by automatically analyzing your competitors, identifying keyword gaps, and recommending backlink strategies. 

The best ones even integrate with your CMS to push updates directly, turning what used to be a painstaking process into a near hands-free experience.

The real power here? These agents never stop. 

SEO isn't something you do once and walk away from—it’s ongoing. AI agents monitor fluctuations in rankings, adapt to algorithm updates, and fine-tune your marketing strategy in real time. 

That’s a level of consistency and speed that’s hard to match without a dedicated (and expensive) SEO team.

8. AI Agents for Social Media Management

Managing social media can feel like shouting into the void, and keeping up with trends, platforms, and algorithms is a job in itself. 

AI social agents help take back control. They can create post variations, suggest hashtags, schedule content at optimal times, and analyze performance across multiple channels.

But they’re more than just schedulers and auto-content generators. 

Many are now trained on specific tones and voices, so they can write on-brand captions and adapt messaging based on the platform (e.g., casual on TikTok, polished on LinkedIn). 

Some even monitor comments and DMs, surfacing the most important ones for human follow-up or responding instantly with helpful info.

This use case is especially great for lean teams that don’t have a dedicated social strategist. 

With the right AI agent, you can stay active, relevant, and responsive without burning hours every week. 

Plus, it gives you real-time insights into what your audience actually cares about.

9. AI Agents for Lead Scoring and Qualification

Your pipeline is only as good as your leads. And AI agents can now qualify, score, and prioritize them better than most humans. 

These agents analyze behavioral data, firmographics, engagement history, and more to determine which leads are sales-ready and which need nurturing.

No more wasting time chasing cold leads. 

AI agents can flag high-intent prospects the moment they hit key triggers like visiting your pricing page, downloading a whitepaper, or opening multiple emails in a short time. 

They can also automatically assign leads to the right rep or segment, keeping your CRM squeaky clean and action-ready.

The best part? 

These agents aren’t just rule-based - they’re predictive. 

Over time, they learn what behaviors typically lead to a sale and get sharper at spotting them early. 

That means your sales team spends more time closing and less time guessing.

The 4 Best AI Marketing Agents on the Market in 2025

There’s no shortage of AI marketing tools out there, but not all of them function like true agents. 

The ones below don’t just give you data or spit out content - they take action, make decisions, and deliver results. 

So, let’s look at the four best AI marketing agents in 2025, each serving a unique use case.

1. Warmly – For AI-Powered B2B Lead Qualification & Customer Journey Orchestration

Warmly acts as your outbound SDR but smarter and faster. 

It identifies high-intent website visitors, qualifies them using detailed B2B and intent data, and instantly personalizes outreach - via email, LinkedIn, or AI Chat. 

It’s ideal for B2B teams looking to scale personalized sales outreach without scaling headcount.

In addition to its website traffic deanonymization,  AI-driven chatbot, SDR agents, and the Orchestrator, Warmly also offers:

Pricing

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

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

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

2. Jasper – For AI-Driven Content Creation

Jasper is your go-to AI agent for content production at scale. 

Whether you’re creating blog posts, product descriptions, or email copy, Jasper can generate on-brand content fast. 

Its workflows and brand voice memory make it perfect for marketers who want consistent messaging across multiple formats and channels.

Its key features include:

  • Brand Voice - Jasper lets you lock in your brand’s tone, style, and messaging guidelines so every piece of content it generates stays on-brand. 
  • SEO & Performance Mode - Integrated with tools like Surfer SEO and Grammarly, Jasper helps you create content that ranks and reads well. Its “Performance Mode” offers real-time suggestions to improve clarity, tone, SEO score, and conversion potential as you write.
  • AI image generation - Jasper includes options for creating compelling visuals to go with your content.

Pricing

Jasper.ai has 3 pricing plans:

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

Its Creator and Pro plans have 7-day trials, so you can try them on for size before subscribing.

3. Mutiny – For Website Personalization & CRO

Mutiny is a conversion-focused AI agent that personalizes your website content based on visitor segments. 

It automatically adjusts headlines, CTAs, and messaging depending on industry, size, or funnel stage. 

It’s perfect for SaaS and B2B companies trying to boost conversion rates without hand-coding every variation.

Some of its best features include:

  • No-code website personalization - Mutiny allows marketers to personalize website content (e.g., headlines, CTAs, and copy) based on firmographics, behavior, or campaign source for different visitor segments without touching code. 
  • Dynamic audience segmentation - Mutiny can identify who’s visiting your site and automatically group them into actionable segments like enterprise prospects, returning visitors, or high-intent leads. 
  • A/B testing & predictive analytics - Mutiny’s A/B testing engine lets you experiment with different variations and then uses AI-powered insights to predict which version will drive better results. 

Pricing

Mutiny doesn’t disclose prices.

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

4. AdCreative.ai – For Automated Ad Creative Generation

AdCreative.ai is built for performance marketers who want high-converting ads without creative burnout. 

The AI generates ready-to-launch ad creatives and copy for Google, Meta, and other platforms, then refines them based on campaign performance. 

It’s a great choice for agencies or teams managing multiple paid campaigns.

Its key features are:

  • Generates ads at scale - AdCreative.ai automatically produces high-converting ad visuals and copy for platforms like Google, Facebook, Instagram, and LinkedIn. Just input your product or campaign details, and the AI generates dozens of ready-to-launch ad variations in minutes—great for testing at scale without designer delays.
  • Performance-based scoring system - Each creative comes with a predictive performance score powered by AI, so you can prioritize the versions most likely to convert. 
  • Seamless integrations with ad platforms & CRMs - AdCreative.ai connects with tools like Google Ads, Meta Ads Manager, Zapier, and HubSpot, allowing you to push creatives directly to your campaigns or workflows. 

Pricing

AdCreative.ai has four pricing plans:

  1. Starter: Starting at $39 and going up to $189 depending on the number of ad downloads you want, includes 2 users and 1 brand, in addition to access to all the platform’s AI features.
  2. Professional: Starting at $249/mo and going up to $499/mo, includes 20 users, 3 brands, and access to Pro feature toolkit.
  3. Ultimate: Starting at $599/mo and going up to $1099/mo, includes 50 users and 10 brands.
  4. Enterprise: Custom pricing, has custom limits and advanced security features.

Next Steps: Automatically Engage with High-Intent Prospects on Your Website with Warmly’s AI Agents

By now, it’s clear that AI marketing agents aren’t just helpful assistants.

They’re proactive, intelligent operators that are reshaping how modern teams work, tackling everything from content creation and ad management to email automation and customer journey orchestration.

And when it comes to putting this power to work right now, Warmly is the tool that stands out. 

Its AI agents and chatbots are built to identify, qualify, and engage high-intent leads the moment they land on your site, keeping your pipeline moving while letting your team focus on closing deals.

So, if you’re ready to let your website work smarter - as your next ideal customer might already be there - you’ve got two easy next steps:

  1. Book a demo to see exactly how Warmly’s AI agents work in your flow, or
  2. Sign up for its free plan to start capturing high-value leads today with no strings attached.

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Best 10 UnifyGTM Alternatives & Competitors in 2025
Best 10 UnifyGTM Alternatives & Competitors in 2025
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Are you wondering if UnifyGTM is the right fit for your sales efforts or if you should look for an alternative solution?

We researched dozens of platforms, reviewed verified reviews on G2, and talked to sales and marketing leaders to build a list of the 10 best UnifyGTM alternatives in 2025.

This buyer guide covers each tool’s features, pricing, pros/cons, and use cases to help you make an informed decision.

Why Look For UnifyGTM Alternatives?

The lead generation platform has received praise for its ability to identify potential buyers, personalize outreach in email, and streamline your pipeline development.

Despite that, some users of the platform as well as our in-house experts have expressed concerns about the tool’s pricing model and identification capabilities. ⤵️

#1: The Pricing Model Does Not Fit The Budget Of Small Business Owners

The first drawback of UnifyGTM for us is how expensive it can get for small business owners.

A verified user review on G2 notes that their pricing model does not fit their budget and recommends the platform to include a lower budget option for smaller brands.

‘’The only major downside for me is the pricing. While it may be competitive with similar tools, as a small business owner, their pricing model doesn’t quite fit my budget. I would suggest offering a "small business tier" to make it more accessible for companies like mine.’’ - G2 Review.

#2: Limited Identification Features

The 2nd thing that we wanted to touch on was that UnifyGTM has limited functionality for de-anonymizing some visitors at the company level.

Even though the brand claims to offer personal-level de-anonymization, UnifyGTM can only do that through specially marked links via email. 

Our in-house experts believe that this is both inconsistent and prone to failure.

#3: Limited GTM Plays

Last but not least, UnifyGTM limits the number of Plays you can run within the platform in the Growth plan (2) and the channels you can use.

Unify’s Plays are crucial for prospecting, qualifying and reaching out to prospects so such a limited number of workflows will push some organizations to look for the more expensive plans.

What Are The Best UnifyGTM Alternatives In 2025?

Here are the best UnifyGTM alternatives out of the 30+ platforms that we took into consideration:

#1: Warmly: A signal-based revenue orchestration platform that combines several capabilities into one powerful lead-capturing and converting mechanism.

#2: 6sense: Identify surging accounts on your website that you can reach out to.

#3: ZoomInfo: End-to-end sales management.

#4: Albacross: Lead enrichment for businesses in Europe.

#5: Koala: Gain insight into product usage paired with intent signals to improve product adoption and upsell existing customers.

#6: Apollo.io: Get access to a large B2B database with emails and phone numbers of your ideal customers.

#7: Demandbase: Identify and target the right customers with the right message to support your account-based marketing.

#8: UpLead: Generate third-party verified B2B emails and mobile phone numbers of prospects in the market for your solution.

#9: Seamless AI: Find the contact information of any prospective buyer.

#10: Lusha: Identify the right decision-makers and then reach out to them.

#1: Warmly

Warmly offers the best alternative to UnifyGTM as it provides you with the most accurate, real-time, person-level de-anonymization data and signal tracking to help you identify your warmest leads and reach out to them immediately.

Disclaimer: Even though Warmly is our platform, we’ll aim to provide an unbiased perspective into why it is the best UnifyGTM alternative on the market in 2025.

Our signal-based revenue orchestration platform enables sales, marketing, and GTM teams to:

  • Capture buyer interest in real-time as they browse through your site.
  • Gain quality insights into prospective customers, allowing your sales reps to tailor their strategies accordingly.
  • Engage them while they’re still hot and successfully convert them.

Here are the features of Warmly that stand out against competitors like UnifyGTM:

Reveal High-Intent Accounts On Your Website

You can use Warmly’s website de-anonymization features for account-based strategies to make your prospecting game laser-precise.

We know that one of the crucial aspects of any ABM or targeted prospecting strategy is finding the accounts that are:

  • The best fit for your ICP.
  • Surging, i.e., showing the most interest in your or similar product or services, indicating they’re ready to buy.

With Warmly, you can easily identify those accounts by capturing them on your website.

Warmly helps you identify individual and company accounts visiting your web pages and proceeds to enrich them with:

  • B2B data, including contact data, firmographic, technographic, CRM data, etc., that lets you figure out whether they’re a match for your ICP and high-performing accounts.
  • First-party intent data, which helps you understand how likely they are to buy based on their interactions with your website (visited pages, time spent on each page, recurring visits, downloaded collaterals, etc.).
  • Second-party data by monitoring your prospects’ LinkedIn and help you find all of the relevant stakeholders of the company.
  • Third-party intent data, which shows you their readiness to buy by providing actionable insights into their entire digital buyer’s journey, including search history, visits to competitors’ websites, job change intent, etc.

Your team can recognize high-intent accounts from the start—both at the company and individual levels – allowing sales development representatives to focus their efforts on them while they’re still surging.

Orchestrate Sales & Marketing Workflows

Warmly helps you put various parts of your sales and marketing operations on autopilot, enabling your sales development representatives to focus on what matters most—making strategic decisions and converting high-value leads.

Our platform’s Orchestrator enables you to automate LinkedIn and email outreach, as well as CRM enrichment.

Setting up automation within the Orchestrator is easy:

Step #1: Define the trigger that’s going to set off the workflow (e.g. a lead that matches your ICP lands on your website or takes a specific high-intent action like visiting the pricing page more than once).

Step #2: Define your ICP and high-value leads so that the Orchestrator knows who to target (filters you can use include company size, industry, location, tech stack, an individual’s job position, and many more).

Step #3: Specify an action it should take, which can include:

  • Sending a LinkedIn request and/or personalized DM.
  • Sending a contextual email.
  • Syncing relevant data to your CRM to keep your records fresh and relevant.

💡 Unlike UnifyGTM, Warmly offers lead routing functionality that ensures each company and individual account is handled by the appropriate sales rep while their interest is at its peak.

For example, you can set up Slack notifications to alert the right rep when:

  • An ICP-matching account lands on your website.
  • Asks a high-intent question in the chatbot.
  • Takes other relevant action.

As a result, no quality lead will fall through the cracks ever again.

Finally, you can also leverage Warmly’s AI Chat which helps you automatically engage and qualify leads. The chatbot will make sure to:

  • Ask contextual, relevant questions.
  • Give correct answers and offer collateral based on the account’s interests and preferences.
  • Book meetings, and more.

Engage High-Ticket Accounts Live

Being able to detect surging accounts in real-time is good, but it won't do you much good unless you can pounce on them at the right time.

Warmly solves this issue by including a feature that lets you engage leads live – while they’re still browsing your website.

Reps can choose between two options:

  • Text chat, meaning they’ll replace the chatbot and talk to prospects themselves.
  • Video chat that lets you hop on a video call straight from Warmly.

This way, instead of booking meetings for who knows when and risking missing the opportunity to convert high-intent leads, you can chat them up while they’re still hot and close more deals effortlessly.

A Daily-Updated B2B Prospect Database: Coldly

Warmly lets you get access to Coldly, a database with 200M+ accounts and contacts that 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.

The database also provides 25+ B2B filters and customizable data filters that you can set up, enabling you to build highly targeted prospect lists in a few seconds.

Lastly, 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.

This way, your team will have both accurate contact data at their fingertips and the right tools to pick up buyer intent signals and set up workflows on top of them.

Warmly’s Integrations

Currently, 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 and sales platforms, Warmly provides a Warm Bundle—partner discounts for over 25 sales, marketing, and GTM tools.

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

What Is The Difference Between Warmly & UnifyGTM?

The biggest difference between Warmly and UnifyGTM comes down to data quality:

  • Warmly does person-level de-anonymization from any source. Our platform also quality checks all of our data and signals using 10+ data providers. 
  • UnifyGTM claims to offer personal-level de-anonymization but can only do that through specially marked links via email. As we already mentioned, we believe this to be both inconsistent and prone to failure.

Warmly sets the standard for de-anonymization of data quality for the industry. 

In fact, we invest over $1M per year on data providers and pass the return on that investment directly to our customers.

When comparing UnifyGTM directly versus Warmly, we can see that UnifyGTM lacks the following features:

  • Access to different intent signals, such as contact level website de-anonymization, third-party research, and LinkedIn monitoring intent signals.
  • Access to different retargeting automations other than email, including LinkedIn DM retargeting, AI-powered customizable chatbots and Ad retargeting automations.
  • The ability to send leads to the right salesperson automatically and automatically notify them via Slack with a high-intent lead is active on your website.
  • A way to instantly engage with your highest intent leads with Warmly’s AI chat, as well as the ability to create a human-to-human connection through video chat on your site.
  • Access to a cold contact database, including emails, LinkedIn profiles, and phone numbers.
  • Access to live session replays.
  • A free email and LinkedIn database that comes with a <1% bounce rate.
  • A Bombora integration that lets 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.
  • Access to advanced lead routing and round robin.

Pricing

Unlike UnifyGTM, Warmly has a free forever plan that lets you:

  • Identify up to 500 people and companies visiting your website per month.
  • Pinpoint leads that fit your ICP.
  • Set up automated lead routing via Slack notifications.

To access Warmly’s advanced features, you’d need to be on one of the 4 paid plans:

  • Micro: Starts at $4,000/year for 5,000 warm leads per month, and gives you access to 1st party person level web visitor de-anonymization, real-time alerts and exports, and unlimited access to Coldly’s contact data.
  • Starter: Starts at $12,000/year for 10,000 warm leads per month, and adds access to 3rd party intent signals (Bombora), AI chat, CRM sync & integrations, and dedicated onboarding.
  • Business: Starts at $22,000 for 25,000 warm leads per month, and adds access to 2nd party intent signals (LinkedIn monitoring), lead routing, and access to the platform’s full-funnel orchestration (AI-powered outreach via Email, LinkedIn, Chatbot, and Ads).
  • Enterprise: Starts at $30,000 for custom warm leads per month, and adds access to custom intent signals, and warm calling.

➡️ Warmly offers unlimited seats at every plan, making it ideal for larger sales teams.

Pros & Cons

✅ Accurate website visitor identification at both company and individual levels.

✅ Reveals who your hottest leads are right now.

✅ Personalized lead generation and outreach workflows.

✅ Real-time monitoring of visitors’ web sessions with options to engage them via an AI chat or video call.

✅ Transparent pricing model – even at the Enterprise level.

✅ Good range of integrations.

❌ The platform offers annual plans only, unlike UnifyGTM which has a monthly plan.

#2: 6sense

Best for: Identifying surging accounts on your website that you can reach out to.

Similar to: ZoomInfo.

6sense is an AI-powered ABM platform that combines B2B data with intent signals to automate your ABM workflows.

The platform makes a good alternative to UnifyGTM with its ability to identify the accounts that are most likely to buy so your sales reps can react in time.

Features

  • The platform tracks 65M+ companies, 600M+ buyer profiles, and 35K+ technologies.
  • 6sense detects website intent and connects it with the rest of the prospect’s customer journey online so you can recognize leads most likely to convert based on their level of intent.
  • AI-powered predictive analytics helps you predict customers’ future behavior so your sales team can prioritize high-intent leads in advance.

Standout Feature: Dynamic Audience Building

6sense provides 80+ segmentation filters that let you quickly define your ICP and identify the accounts that best fit it.

The software combines proprietary data with your CRM data and the intent signals it picked up to create detailed account lists that enable you to prioritize high-value accounts.

6sense then dynamically adjusts account lists by moving accounts to different audience segments based on relevant real-time factors such as changes in their buying stage, annual revenue, and the keywords they are researching.

Pricing

6sense has 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 3 paid plans:

  • Team: Custom pricing, which adds technographics, psychographics, access to Web, CRM, and SEP Apps, 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.

6sense doesn’t disclose prices on its website, so you’ll have to contact its sales for more details.

Even though 6sense does not disclose its pricing on the website, Vendr claims that the average 6sense contract value is $123,711 per year out of the 65 deals they have handled for them.

💡 You can check out our in-depth 6sense pricing guide, which covers the platform’s pricing structure in more detail and aims to answer if the tool is worth the cost.

Pros & Cons

✅ Has advertising capabilities, letting you build targeting and retargeting campaigns based on its intent data.

✅ Insightful and actionable data.

✅ Dynamic audience building with 80+ segmentation filters.

❌ Doesn’t identify individual accounts.

❌ The platform can get expensive, which is why some sales teams have been looking for 6sense alternatives.

#3: ZoomInfo

Best for: End-to-end sales management.

Similar to: 6sense.

Zoominfo offers an all-in-one sales platform that is known for its massive B2B database paired with a wide range of sales and marketing-oriented features.

As such, it’s a good UnifyGTM alternative for businesses looking for a static B2B database first and foremost that gives access to automated multichannel sales workflows.

Features

  • Massive B2B database with over 260M professional and 100M company profiles and 135M verified phone numbers.
  • Automated multichannel sales workflows (such as cold email or cold calling campaigns) triggered by specific buying signals from your prospects.
  • Predictive modelling lets you define and update your ICP, keeping it fresh and relevant based on past won and lost deals and other critical data.

Standout Feature: Ad Targeting

ZoomInfo’s Ad targeting lets you create automated ad campaigns using more than 300 intent signals and company attributes, including ideal accounts and prospects with buying intent signals.

The platform helps you ensure that your ads are displayed to all the right accounts across all relevant channels.

Pricing 

ZoomInfo has separate plans for sales, marketing, and talent teams.

Even though no prices are disclosed, we tried to dig as much information in our ZoomInfo pricing guide to help you figure out if the tool’s pricing model works for you.

To summarize, ZoomInfo’s pricing model depends on the:

  • Features and functionality you need.
  • Number of licenses.
  • Credit usage.

Pros & Cons

✅ Excellent B2B data coverage, especially regarding US-based phone numbers.

✅ Wide range of features for handling various sales operations.

✅ Ad targeting functionality that helps you remarket to high-intent leads who visit your website.

❌ The platform can get expensive.

❌ Limited website visitor identification functionality, which is why some brands have been looking for ZoomInfo alternatives.

#4: Albacross

Best for: Lead enrichment for businesses in Europe.

Similar to: Warmly.

Albacross is a data enrichment platform that reveals companies visiting your EU website and enriches them with B2B and first-party intent data.

The platform is a viable alternative to UnifyGTM if you’re looking for a more affordable (yet not as powerful) lead enrichment solution geared toward EU-based prospecting.

Features

  • Identifies company-level website visitors and enriches them with first-party intent data.
  • Intent-data-driven ad retargeting helps you display the right ads to the right audience. 
  • Real-time alerts on Slack, Microsoft Teams, CRM, or email when customers who fit your ICP visit your website.

Standout Feature: Auto-Engage

Albacross lets you automatically engage your high-intent leads on LinkedIn or email.

The platform’s AI-powered segmentation looks at behavior, engagement, and offsite activity to automatically group prospects based on how likely they are to convert.

Pricing 

Albacross has two paid plans:

  • Self-service: €79 per month when billed annually, which includes up to 100 identified companies, visitor activity, and LinkedIn Ads integration.
  • Growth: Custom price to identify unlimited companies, which adds API integrations, and dedicated customer success.

Pros & Cons

✅ Intent-data-driven ad retargeting on LinkedIn Ads.

✅ Customers of the platform agree that the platform is user-friendly.

✅ Auto-engage functionality on LinkedIn and email.

❌ Reveals only company visitors.

❌ Poor CRM integrations.

#5: Koala

Best for: Gaining insight into product usage paired with intent signals to improve product adoption and up-sell existing customers.

Similar to: Warmly, 6sense.

Koala is a website visitor identification tool that makes it suitable for boosting product engagement and driving cross- and up-selling opportunities rather than traditional lead generation.

The platform makes a viable alternative to UnifyGTM if you’re more interested in cross-selling and up-selling your existing customers.

Features

  • Reveals website visitors and enriches them with first-party intent data.
  • Automated ICP scoring enables you to identify and prioritize heating accounts that best fit your ICP. 
  • Tracks product usage data and translates it to actionable insights so you can monitor your customers’ product journeys and detect important milestones in real-time.

Standout Feature: Intent Analytics

Koala’s intent analytics helps you learn what intent converts best on your website – whether it’s your case studies, pricing page, or feature pages.

The platform’s AI-powered Content Reports analyze intent and conversion, and will automatically suggest new signals for you as the tool classifies the content that leads to conversion.

Pricing 

Koala offers a free plan for up to 3 seats that lets you reveal up to 250 accounts and get access to the tool’s standard integrations.

To access the platform’s advanced features, you’d need to be on one of their 2 paid plans:

  • Growth: $750/month when billed annually, which adds 10k Clearbit reveals per month, custom AI agents, 1 CRM connection, and unlimited accounts.
  • Business: Custom pricing, which adds custom licenses, custom Clearbit limits, lead scoring, and content reports.

Pros & Cons

✅ You can track product usage and translate it into actionable insights.

✅ Automated lead scoring.

✅ You can integrate with multiple CRMs.

❌ No third-party intent data, which is why some brands have been looking for Koala alternatives.

❌ No live engagement features.

#6: Apollo.io

Best for: Getting access to a large B2B database with emails and phone numbers of your ideal customers.

Similar to: Warmly, 6sense.

Apollo.io is a sales intelligence platform that helps businesses uncover leads quickly and access their verified email addresses. 

The platform is a good alternative to UnifyGTM with its accurate B2B database of over 275 million contacts and 73 million companies.

Features

  • Living Data Network that uses AI to provide intelligent recommendations on high-value leads based on past prospecting activities. 
  • Signal-based prospecting combines demographic and behavioral signals to find leads actively researching products or services. 
  • Conduct precise searches for leads and companies using over 65 filters, including contact title, job function, and industry.

Standout Feature: Sales Engagement

Apollo.io helps you automate your outbound by creating multi-step sequences with the power of AI.

The platform also helps you create and test AI-generated emails in your sequences with data from its database.

Pricing

Apollo io offers a free plan with 10,000 monthly credits, two active sequences, five mobile credits, and 10 export credits per month. 

You can also select from the three paid plans: 

  • Basic plan: $49 per user per month, which adds job change notifications, buying intent over 6 topics, and intent filters.
  • Professional plan: $79 per user per month, which adds 120,000 credits per year, no sequence limits, and uncapped sending limits with SendGrid.
  • Organization plan: $119 per user per month, which adds buying intent over 12 intent topics, AI-assisted email writing, and call transcriptions.

Pros & Cons

✅ The buyer intent feature identifies companies actively searching for similar services. 

✅ The free tier lets you find a significant number of valid emails per month, making it accessible for small businesses. 

✅ Sequence automations that help you engage prospects.

❌ Sometimes, errors occur when pushing contacts to CRM, according to G2 reviews. 

❌ The platform can get expensive for larger teams.

#7: Demandbase

Best for: Identifying and targeting the right customers with the right message to support your account-based marketing.

Similar to: Warmly, 6sense.

Demandbase is a solution for ABM teams, boasting a wide range of features designed for sales, marketing, and advertising departments.

It’s a viable UnifyGTM alternative for enterprise companies looking to retarget prospects at scale with relevant messages and provide leads with a tailored website experience.

Features

  • Account-based marketing orchestration enables you to create customizable workflows aimed at specific accounts/audience segments.
  • Ad targeting options help sales and marketing teams display personalized ads to high-value accounts.
  • Real-time website personalization leverages intent and B2B data to provide each target account with a tailored web experience, including everything from messaging and images to offers and CTAs.

Standout Feature: Actionable Sales Insights

Demandbase helps you close more deals by knowing who is ready to buy and when to reach out with deep account insights.

The platform helps you prioritize accounts in your territory using insights from weekly email snapshots that highlight engaged prospects and account activity.

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.

#8: UpLead

Best for: Generating third-party verified B2B emails and mobile phone numbers of prospects in the market for your solution.

Similar to: Apollo.ai.

UpLead is a B2B lead generation platform built for sales and marketing professionals looking for a reliable and efficient way to connect with high-quality prospects. 

The platform makes up to be a viable UnifyGTM alternative, as it guarantees a 95% accuracy rate, ensuring the leads are legitimate and reliable.

Features

  • Provides access to a comprehensive database of over 160 million business leads from a wide range of industries and company sizes.    
  • The prospect accuracy level is supported by continuous data updates and verification processes. 
  • Uses over 50 customizable filters, like company size, industry, location, job title, and more, to refine your search and identify qualified leads that match your ideal buyer persona. 

Standout Feature: Control Your Expenses

As budgeting issues have been a concern with UnifyGTM’s customer base, we decided to include the fact that UpLead allows you to control your expenses by choosing which emails to download.

The way it works is that accept-all and catch-all emails are flagged, and if emails are downloaded, no charges are incurred. 

Pricing

UpLead lets you start with a 7-day free trial and grab five credits to evaluate the platform’s capabilities. 

After that, you’d need to be on one of the tool’s three paid plans: 

  • Essentials: $99 per month for 170 credits, which adds a CRM integration. 
  • Plus: $199 per month for 400 credits, which adds data enrichment, email pattern intel, technographic, and advanced filters.
  • Professional: Custom pricing, which adds buyer intent data, access to all search filters, and advanced CRM integrations with full API access.

Pros & Cons

✅ Smooth integration with CRM systems, like HubSpot, allows for efficient data management and follow-up. 

✅ Credits are not used when an email is found to be invalid. 

✅ Pricing is not based on user seats and you can control your spending of credits.

❌ The difficulty of amending queries midway through the search process requires you to recreate searches from scratch, according to G2 reviews.

❌ Data enrichment and buyer intent data are reserved for the more expensive plans of the platform.

#9: Seamless AI

Best for: Finding the contact information of any prospective buyer.

Similar to: UpLead, Apollo.ai.

Seamless AI offers an AI-powered B2B data provider with an extensive database of 1.3 million contacts and 120+ million companies. 

The tool is a viable alternative to UnifyGTM for marketing and sales teams looking for accurate, verified contact data and integrates with their existing B2B sales workflows.

Features

  • Uses AI to research and verify millions of B2B phone numbers, emails, and direct dials of people and companies in real-time.
  • Identify and engage with read-to-buy leads at the right time and channel – with 12,000+ topics and industries to choose from.
  • Track key contacts' job transitions for timely outreach and relationship building with the platform’s Job Changes feature.

Standout Feature: Seamless AI Autopilot

Seamless AI’s Autopilot feature automatically curates a list of prospects based on your ideal customer persona (ICP) and selected criteria within minutes.

The platform lets you build and filter lists of prospects based on specific criteria for targeting the most relevant contacts.

Pricing

Seamless.AI offers a free plan with 50 credits that lets you test out the platform at no cost.

The platform then offers 2 paid plans: Pro and Enterprise with custom pricing, which adds a free admin seat, and more premium integrations.

Pros & Cons

✅ The search feature is fast and accurate.

✅ Cost-effective solution for small and medium-sized businesses, according to G2 reviews.

✅ Seamless AI Autopilot that helps you find contacts that fit your ICP in minutes.

❌ Lack of customization options to narrow down specific leads. 

❌ Too many of the core functionalities of the platform are required to be paid for separately as an add-on (e.g., data enrichment, autopilot, job change notifications, etc.)

#10: Lusha

Best for: Identifying the right decision-makers and then reaching out to them.

Similar to: Warmly, ZoomInfo.

Lusha offers a sales solution for B2B teams looking to improve their prospecting efforts by providing them with accurate and up-to-date company and contact data. 

The platform adheres to GDPR and CCPA privacy standards, which means that user data is handled securely. It also facilitates data privacy with certifications like ISO 27701.

Features

  • Analyzes behavioral signals to identify prospects most likely to buy your products or services, so your outreach can be targeted to their needs.
  • Real-time alerts about job changes within target companies so your team can stay informed about potential decision-makers who are open to engaging with new vendors. 
  • Sophisticated search filters that include industry, revenue, employee count, and more, that let you build highly targeted contact lists quickly. You can then export these lists directly to your CRM.

Standout Feature: Personalized AI Recommendations

With Lusha, your team will automatically receive daily AI-generated prospect lists to help you prioritize and streamline your outreach efforts.

For example, the platform will recommend prospective companies that have recently raised funding and might be looking for a solution like yours.

Pricing

Lusha offers a free plan that lets you try out the tool by getting 50 emails and five phone numbers per month.

Apart from this, the platform offers three paid plans: 

  • Pro plan: Starts from $37.45/month when billed annually for 3 seats with 1,920 emails and 480 phone numbers per year with team management features and intent signals (up to 5 topics). 
  • Premium plan: Starts from $59.95/month when billed annually for 5 seats with 3,840 emails and 960 phone numbers, which adds more advanced team management features and a 20% discount on phone credits. 
  • Scale plan: Custom pricing, which adds a free manager seat, SSO, and more intent signals.

Pros & Cons

✅ Intent targeting enhances the prospecting experiences and improves lead acquisition success rates.

✅ You can create separate contact lists and export data simplifying the sharing of information across the teams. 

✅ Personalized AI recommendations so you can stay on top of the latest hot prospects to look out for.

❌ Lack of a mobile app, unlike some of its competitors.

❌ Some users report some of the data to be outdated and incorrect – and can greatly vary from industry or region.

Next Steps: Find out who is on your website and engage them in real-time with Warmly

With UnifyGTM and its alternatives, organizations will often have problems like limited identification functionalities, an expensive pricing model, and limited free usage.

But what if we tell you there’s a platform that can minimize these drawbacks to a minimum while providing you with fast ROI?

Warmly gives you information about all the prospects that come to your website and helps you nurture and convert them into paying customers.

When the data comes from your own website, the possibility of it being wrong is comparatively less.


But Warmly is not a platform that just reveals anonymous website visitors or provides access to leads to go after. 

Our revenue orchestration platform does much more:

  • Website Intent Signals: You can identify potential buyers by tracking their interactions with your website and get insights into their interest level, allowing for timely and targeted outreach.
  • Coldly Contact Database: Access a wide range of accurate prospect contact details directly from the Coldly database, helping you reach out to the right people.
  • Meeting Scheduling: Simplify your meeting process with automatic scheduling that removes the back-and-forth, ensuring a frictionless booking experience.
  • Inbound Chat: Engage website visitors in real-time with intelligent chat features designed to convert inbound traffic into meaningful leads.
  • The ability to send leads to the right salesperson automatically and notify them via Slack with 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.
  • AI Prospector: Automate the search for high-potential prospects using AI-driven technology, ensuring your sales team focuses on the right opportunities.

You can sign up for Warmly’s free plan and discover first-hand how it can fill your pipeline with qualified leads, or book a live demo to see it in action first.

AI GTM: Top Use Cases, Software, & Examples
AI GTM: Top Use Cases, Software, & Examples
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What you are thinking right now is true – GTM teams have been leveraging the latest AI tools and strategies to level up their sales motion.

Sales, marketing, and GTM teams use AI to book more meetings, identify opportunities they did not know existed before and do what was thought impossible before – personalization at scale.

In this article, I’ll show you how GTM teams are using AI in 2025, going over the 10 most popular use cases I’ve seen work in the industry, as well as 5 examples of real companies getting real results.

But first, let’s start with the basics: 👇

How is AI being used in GTM in 2025?

Artificial intelligence is being used by GTM teams to save time and boost productivity by automating tasks (such as reaching out to prospects), personalizing outreach or the website altogether, and identifying revenue opportunities.

The technology enables businesses to make more data-driven decisions and helps you prioritize the leads and opportunities that matter – with targeted outreach and personalized experiences.

➡️ The way our GTM team has structured our sales workflow at Warmly is that we use AI for cold and lukewarm leads so our humans can focus on the ‘’hot’’ leads.

How is AI transforming GTM?

AI is revolutionizing GTM operations by introducing a concept that was believed to be fiction just a few years ago: automation and personalization at scale.

GTM teams can better optimize their resource allocation, such as enabling their human sales team to work on the high-intent leads, instead of spending hours on manual cold outreach.

What are the advantages of using AI in your GTM strategy?

The main benefits of using AI in your GTM strategy include:

  • Saving time from manual work so your GTM team would have done themselves, either way, such as researching prospects or preparing for calls.
  • Working non-stop for you, instead of 9-5, such as AI chatbots, which we will discuss later. This will allow you to capture the right timing as well.

  • Getting data-driven insights, such as internal information from your CRM, to predict lead behavior.
  • Saving money from having to hire more sales reps to reach out to more prospects or do more manual work.
  • Personalization at scale: AI technology enables personalized outreach and customer experiences (e.g., seeing a tailored version of your website) at scale.

Top 10 use cases of AI in GTM with the best tool for each

Now that we’ve got the fundamentals out of the window, I’d like to walk you through the top AI use cases for GTM teams that I’ve seen work best in the industry:

#1: Reach out to prospects who visit your website automatically

Your team can use AI-powered GTM software to reach out to your warm prospects who visit your website on autopilot.

Here’s a workflow that we have been working on with 11x’s AI sales agents to create:

Instead of your GTM team manually reaching out to prospects after identifying them with visitor identification software like Warmly, 11x’s AI SDR uses Warmly’s warm prospect data to prioritise contacts based on intent signals, such as:

  • Website activity (e.g., visited your pricing page).
  • Chatbot interactions.
  • Research intent.
  • Email engagement.
  • Recorded activity in your sales CRM.

And then automatically reach out to them on your behalf.

Here’s how the process looks with our partnership with 11x:

  • Warmly de-anonymizes your website visitors (both organizations and specific people within that company so the outreach can be more targeted).
  • Our software filters leads based on intent signals and any existing segmentation rules that you’ve set up in your account.
  • The prospects are then funnelled to the best-fit outreach path based on their intent.

➡️ We prefer using this workflow for the warm leads, not cold or hot leads.

Warm leads are showing some intent signals, but they are not ready to buy yet, which is why we prefer using 11x’s sales agents to do automatic LinkedIn and email outreach in high volumes.

This workflow can also be customized. You can use segments to narrow down your leads to people who’ve fulfilled specific intent signals.

For example, you can create an AI SDR campaign for leads who have researched your competitors or prospects who have already interacted with your website’s AI chat.

Our partnership with 11x does not aim to create a spammy AI sales agent that would just bombard your prospects with emails.

➡️ Our AI sales agent has built-in quality checks to ensure that every message you send out is effective, compliant, and aligned with your brand voice.

Your GTM team will be able to focus on nurturing high-priority leads by leaving the legwork to 11x’s AI SDRs.

Book a demo to find out more about this sales workflow that can book you meetings with qualified leads on autopilot using intent data.

#2: Set up an AI chat on your website to engage with visitors

Another AI use case for GTM teams is to set up an AI-powered sales chat that can engage with high-intent and target accounts visiting your website.

The good thing about these AI-powered chatbots is that you can customize (no-code) how you want them to interact and in what scenarios they should engage with visitors.

For example, Warmly’s AI chat for GTM teams can be customized to run:

  • For specific target audiences (e.g., company size <1,000).
  • With a condition, such as prospects being on the Pricing page.
  • The specific message you want it to start with, and then the routing rules.

The goal of the AI-powered sales chat is to answer commonly asked questions and to either try to book meetings or route to a human sales agent.

But our AI sales chat is not just another chatbot from the dozens of chatbots in the market that you hear about.

It can automatically scrape the website information of your accounts and combine that with metadata across your systems to construct personalized chat messages to your prospects.

#3: Go after leads that aren’t visiting your site but are showing research intent

One of my personal favourite AI use cases for GTM is its ability to automatically go after leads that aren’t visiting your site but are showing research intent.

Here’s how you can do that with Warmly’s Bombora integration:

1️⃣ Specify up to 10 research topics you want to target, such as product keywords, pain points, competitors, etc.

2️⃣ Filter by audience (ICP), such as sales directors, demand gen leaders, etc.

3️⃣ Based on your filters, Warmly finds your leads and pushes those leads to your CRM

4️⃣ Connect those segmented leads to LinkedIn Ad Retargeting Tools: Build 1:1 ads that target these leads showing interest (i.e., research intent).

This will help you max out your sales opportunities by targeting lukewarm leads who are shopping around for solutions like yours, but are not aware of your product.

➡️ We also like to combine that workflow with Warmly’s automatic email outreach.

Warmly makes it easy to get your product in front of people who are actively researching topics related to your brand. 

In 2025, it’s important to start warming up those leads and jump in with stronger messaging when they’re showing even warmer signals.

You can check out the LinkedIn post for this GTM workflow, where we showcased how to do that in video format.

#4: Get up to speed on opportunities with sales forecasting

AI-powered sales forecasting utilizes machine learning (ML) algorithms to analyze large sets of data to identify patterns and trends that can help your sales team predict future sales performance. 

Sales tools like Gong AI leverage a variety of signals to help your sales team predict which customers are likely to convert.

The way it works is that the platform uses 300+ unique signals within your CRM data and customer interactions to help you create accurate deal and sales forecasts.

These tools can also alert your GTM team when a deal is close to being lost and highlight potential causes to help your human sales team address them on time.

Gong also provides you with an AI-powered sales projection based on the probability of the leads closing, so you can keep track of your target for the quarter.

#5: Researching prospects before reaching out to them

Another AI use case for GTM teams is the ability to scale account research for your team so they can send relevant messages.

There are tools like UnifyGTM that have an AI sales agent, which can scrape your prospects’ websites, browse the Internet, and pull CRM data to help you learn more about your leads.

The sales tool automatically triggers research when a buyer or company meets specific criteria that your sales team has set.

It then goes on to scrape their website, search the web, and analyze data to learn more about the prospect.

The sales agent then combines contact, LinkedIn, and CRM data to help your team personalize the messaging to each prospect.

Alternatively, there are AI tools like Clay that research each prospect in-depth and then let you ask the AI agent questions about the prospects, such as whether they are hiring at the moment.

For example, something I’m always keen on knowing is whether my prospects are hiring at the moment, which signals to me that they have a budget to spend.

#6: Personalizing outreach

Another AI use case for GTM teams is personalizing your outreach, on either email or LinkedIn.

For example, a tool like 6sense combines its 6sense Signalverse data, 6AI, and your organization’s content library to automate and tailor email workflows at scale.

The software lets your GTM team personalize cold or warm emails being sent out with information, such as:

  • The lead’ company, industry, or job.
  • Insights from the prospect’s LinkedIn account.
  • Specific keywords that the tool has figured out that the prospect is interested in (e.g., visitor identification software).

6sense’s AI sales agent helps your GTM team generate and then sends emails that are personalized to your leads using the tool's out-of-the-box agent playbooks.

➡️ What stands out to me about 6sense is that it also improves your email deliverability by utilizing custom sending domains and contact validation rules.

#7: Send personalized video messages to your prospects

Seasoned GTM leaders know the effectiveness of video messages, especially when you’re trying to show your prospects how they can level up their game with your solution.

With the introduction of AI-powered tools like Vidyard, your GTM team can scale personalized video outreach to boost both productivity and reply rates from prospects.

Vidyard lets your GTM team create and send AI-generated video messages to leads even when they're not available to record in person.

The way it works is that your human team creates a custom AI Avatar by recording a 90-second training video or selecting from a library of stock Avatars.

The platform then generates a script, which can be written manually or created using Vidyard's AI-powered script generator.

The AI Avatar records the video, which can be personalized with your lead data.

Videos can then be created and shared with your prospects directly from browser extensions or integrated sales tools, such as Apollo, Salesloft, and Outreach.

#8: Personalize your website to your leads

AI is now capable of personalizing your prospect’s website experiences in real-time by displaying dynamic content and customized landing pages based on user behavior. 

This kind of personalization can improve user experience, increase time spent on-site, and generate more pipeline by making every visitor see a different version of your website.

The technology achieves this by analyzing your website visitors’ buying intent and engagement levels on your website, so every visitor sees content that aligns with their interests.

➡️ For GTM teams, this can mean dynamically adjusting case studies and offers to match industry-specific use cases.

A software I know that can do this is Demandbase, which leverages buying intent and B2B data to provide each target account with a tailored web experience, including messaging, images, offers and CTAs.

The platform provides you with a no-code landing page editor, where you can select how you want to customize your website.

#9: Generate landing pages for different B2B ICPs

One overlooked AI use case in 2025 for GTM teams is using AI to generate landing pages for different ICPs and product use cases.

Instead of constantly requesting developer resources for generating landing pages for the different target personas and use cases, you can speed up the process with a tool like Landingi.

Landingi offers an AI Landing Page builder that lets you design and optimize landing pages.

The platform enables GTM leaders to create professional landing pages without coding skills.

Landingi also has built-in analytics and A/B testing tools, which can track your visitors’ behavior and optimize the effectiveness of your ABM campaigns.

#10: Analyzing sales conversations

Lastly, your GTM team can leverage a tool like Fireflies to analyze sales conversations that your sales team was a part of.

Note-taking apps are usually utilized to take meeting notes and to come back to them with questions about how the meeting went.

I’ve noticed that they can also be used to:

  • Transcribe and summarize sales meetings across Zoom, Google Meet, and Teams.
  • Create notes that highlight key moments (e.g., pain points of your customers).
  • Generate meeting summaries with analysis on next steps, tasks, and questions asked by the leads.
  • Detect buyer sentiment, identify talk-to-listen ratio, recognize critical topics, and measure your sales team’s performance during sales conversations.

Fireflies AI also comes with an out-of-the-box analytics platform where your GTM team can see questions asked and get access to topic insights.

5 examples of companies (successfully) utilizing AI in their GTM campaigns

Here are examples of 5 GTM teams that successfully utilized AI to improve their bottom line and/or operations: 👇

#1: Kandji booked 2 qualified meetings in 8 minutes of setting up Warmly’s AI Chat

Kandji, a device management platform for Apple devices, decided to give Warmly’s AI chat a chance so it can detect ICP-fit visitors on their website and engage with them.

The AI Chat accurately identified prospects' companies and generated personalized messages, and then initiated conversations that led to meeting bookings.

Our system then notified their sales team on Slack when the prospects engaged with the AI chatbot so they could take over the conversation in real-time.

The results: Kandji started booking qualified sales meetings within 8 minutes of setting up our AI-powered sales chat for website visitors.

Here’s how the chat transcript looked before the human sales reps took over:

#2: Composing personalized emails at scale: Gong x Verse

Verse AI’s GTM team used Gong Engage to compose personalized emails at scale to improve sales velocity and shorten sales cycles.

Before using the platform, Verse was relying on tools that provided them with limited visibility into their sales pipeline and customer engagement.

Their GTM team leveraged Gong's insights to refine their content and campaigns, basing their strategies on accurate customer interaction data rather than intuition.

Results: After Verse decided to give Gong a chance, they achieved better alignment and collaboration among sales, marketing, and customer success teams.

The platform achieved a 76% increase in revenue from closed-won deals and experienced 25% greater forecast accuracy due to improved visibility into its pipeline and customer interactions.

#3: Prospect prioritization and engagement - Premikati x Warmly

Premikati was facing an issue that a lot of GTM teams can relate to: It was generating website traffic, but was not able to efficiently capture and nurture the prospects.

The company was struggling with accurate attribution, meaning its GTM team couldn’t figure out which of their efforts and strategies were driving value.

After Premikati deployed Warmly, they were able to tackle several issues at once:

  • Identify its website visitors, providing the GTM team with a rich pool of potential leads.
  • Automatically recognize the visitors most likely to convert based on on-site signals, like pages visited, and off-site signals, like research intent.
  • Orchestrate the entire outreach process using Warmly’s Orchestrator, which automatically adds leads with the highest scores in adequate sequences based on the criteria that Premikati’s team sets up.

Results: Premikati was able to maximize its ROI by building a steady pipeline of warm leads with Warmly’s AI-driven functionality.

The AI-powered prospector prevents quality leads from falling through the cracks simply because you didn’t have a sales rep on hand.

Try it yourself 👇or watch it in action



The company also utilized Warmly’s AI Chat, which allowed their team to auto-book meetings with qualified prospects.

Listen to the full interview here:

"If Warmly goes away, we quit." - Michael Buczynski, VP of Marketing at Premikati

#4: Inbound lead enrichment: OpenAI x Clay

OpenAI’s GTM team implemented Clay to scale their sales motion, particularly for inbound lead enrichment and sales team support.

Clay helped OpenAI, which needs no introduction, to more than double their enrichment coverage from a low 40% to a high 80%, enabling better lead scoring, routing, and response.

The AI giant used Clay's AI research agent to automate and scale custom GTM research, mimicking the process of their best sales representatives.

Clay's Salesforce package allowed OpenAI's GTM staff to perform on-demand data enrichment directly within their sales CRM to maintain consistent adoption across teams.

Results: Clay’s flexibility enabled OpenAI to rapidly iterate on enrichment strategies, support various use cases across different teams, and maintain a strong data foundation for growth.

#5: ZoomInfo x Seismic

Seismic, a sales enablement platform, was looking to enhance its GTM’s productivity and personalization efforts using AI.

The platform implemented ZoomInfo Copilot to leverage its AI-driven prospecting insights and integrated it into its existing tech stack.

Copilot's AI chatbot and access to ZoomInfo's data helped Seismic craft specific, personalized messages that led to quicker responses from prospects.

Results: Seismic's GTM team attributed 39% of active pipelines to opportunities identified or influenced by signals from ZoomInfo, and they also reported a 54% increase in productivity and saved 11.5 hours per week.

Next Steps: Set Up Powerful GTM Workflows Inside of Warmly

AI use in GTM, sales, and marketing isn’t just the future like it used to be a few years ago—it’s the present.

I believe that the GTM teams that will be thriving in the ABM 2.0 era would be the ones best using artificial intelligence to identify opportunities, engage leads while they are hot, and answer questions as they arise.

The organizations shown above have already proven that AI-powered strategies lead to higher engagement, better lead conversions, and return on investment.

With Warmly, you can automate lead identification, engagement, and outreach, ensuring no high-value prospect falls through the cracks.

From intent-based lead scoring that helps prioritize the most promising accounts to automated personalized outreach and AI-powered chatbots that engage visitors in real-time, Warmly equips your Go-To-Market team with AI capabilities to streamline operations and maximize ROI.

If you’re looking for a revenue orchestration platform that offers:

  • A way to instantly engage with your highest intent prospects with Warmly’s AI chat.
  • A platform that works in real-time and can automatically notify the right salesperson as soon as an ICP lead shows buying intent, so they can act immediately.
  • The ability to create a human-to-human connection with any high-intent web visitor through video chat right on your site.
  • A free email and LinkedIn database that comes with a <1% bounce rate.
  • A Bombora integration that lets 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.

Then you can sign up for Warmly’s free plan or book a demo today and see how Warmly can transform your sales workflows with AI. 

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Best 8 Clearbit Alternatives & Competitors in 2025 [Updated March]
Best 8 Clearbit Alternatives & Competitors in 2025 [Updated March]
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Looking for Clearbit alternatives?

Clearbit used to be one of the biggest and most respected names out there when it comes to quality B2B data - until they got acquired by HubSpot and became Breeze Intelligence.

If you’re on HubSpot, this is great news.

If you’re not, and you’re using some other CRM (Salesforce, for example), then you’re likely to find that Clearbit isn’t your ideal solution going forward, and it's time to start looking for an alternative.

This article will help you through that exact process. We’re going to dive into eight powerful Clearbit competitors that you can use to fuel your omnichannel sales and marketing playbook.

Why Consider An Alternative to Clearbit? 

Clearbit has long been one of the best data providers in the game.

But data has been commoditized, and there are now many solutions with better data (6sense, for example) that also offer sales engagement functionality.

Clearbit has never pursued this area, meaning you’ve always had to connect it to an existing tech stack, making it more of a developer-focused tool.

Recently, they were acquired by HubSpot, which is a double-edged sword.

For HubSpot users, this is great. It means you get your CRM enriched (once the integration process is through) and connect Clearbits data to a software tool that can actually execute playbooks.

For anyone using any other CRM (95% of the market), this essentially means Clearbit is no longer a viable solution. 

While, right now, Clearbit still integrates with CRMs like Salesforce, logic dictates that they’ll neglect such connections in favor of improving the Clearbit > HubSpot link.

What are the Top Clearbit Alternatives & Competitors?

The best Clearbit alternatives are: Warmly, Zoominfo and Demandbase.

1. Warmly

Warmly offers the best alternative to Clearbit (now Breeze Intelligence) in 2025 with our signal-based revenue orchestration platform that provides a wide range of features designed to:

  • Capture warm leads that visited your website (first-party data).
  • Identify the hottest prospects from those visitors.
  • Automatically engage and nurture them, helping your sales reps to successfully convert them.

Let’s get a closer look at the functionality that makes Warmly an attractive option for sales teams: 👇

Feature #1: Identify Your Website Visitors

Similarly to Clearbit, Warmly identifies companies and individuals visiting your website in real-time.

Since your website is one of the most important parts of your lead generation funnel, capturing and engaging all leads it generates is of pivotal importance if you’re looking to build a steady pipeline of warm leads.

All it takes is adding a snippet of Warmly’s code to your website to start revealing warm leads visiting it.

You can monitor your leads’ web sessions in real-time to see exactly how they interact with your website.

➡️ This can help you pinpoint whether your website is optimized for conversions or if it needs improvements.

But that’s not everything.

Every identified visitor will be enriched with granular B2B data, providing your sales team with all the information they need to:

  • Pinpoint leads that best fit your ICP.
  • Tailor their outreach to each lead for optimal results.

The B2B prospect data Warmly reveals includes:

  • Company data (company name, location, size, etc.).
  • Technographics (software tools and technology the company predominantly uses).
  • Demographics (individual names, email addresses, phone numbers, social media profiles, job roles, etc.).
  • CRM data (past interactions with your reps, former champions within that account, etc.). 

Feature #2: Reveal Buyer Intent 

While knowing who visits your website and gaining insight into relevant B2B information gives you a nice competitive advantage, I believe that it’s still not enough to ensure the best possible results from your sales efforts.

This is why Warmly tracks and captures buyer intent data, in addition to basic B2B data, enabling your sales reps to find which of your leads is most likely to convert now.

Warmly collects several types of intent signals:

  1. First-party intent: This includes intent signals leads left in your owned channels, 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 changes and openings, 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.

Warmly provides a granular and comprehensive view of your leads’ buyer intent, enabling you to:

  • Score and qualify leads with greater precision.
  • Identify the highest-value leads among them.
  • Engage leads precisely when they’re most likely to convert, boosting your chances of success.

Feature #3: Automate Your Sales Process

In addition to helping your SDRs identify high-quality leads from the get-go, Warmly lets you leverage the intent signals it picks up to create comprehensive sales workflows.

It has several automation tools that let you set things like LinkedIn and email outreach or lead routing on autopilot.

Firstly, there’s the Orchestrator, which enables you to streamline LinkedIn and email outreach.

Here’s how it works:

  • Set up the action that triggers the automated sequence (e.g., a visitor matching your ICP lands on your website).
  • Define the criteria the prospects need to meet to be targeted (e.g., company size, industry, individual job role).
  • Specify 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).

The Orchestrator will then ensure that all the leads matching the criteria you defined are adequately engaged, taking notice that every email or message is personalized and contextual.

Learn more about how it works:

Secondly, there’s the AI Chat, Warmly’s AI-powered chatbot that engages with your prospects in real-time.

Warmly’s AI Chat can handle a wide range of actions, including:

  • Automatically engaging and qualifying leads.
  • Offering relevant collaterals.
  • Answering questions.
  • Booking meetings, etc.

The chatbot is powered by our tool’s generative AI, which can be trained to maintain a consistent brand tone across chats while ensuring that every interaction with each lead is contextual, relevant, and human-like. 

Finally, Warmly lets you automate lead routing, as your sales reps will be notified in Slack the second a high-intent lead or visitor matching your ICP lands on your website.

This significantly reduces the time to lead, improving your chances of converting them.

Feature #4: Live Engagement With Warm Video Chatting

Having the option to engage leads while their interest in your product is at its highest could be the make or break between converting them and losing them for good.

Warmly’s live video chat option was designed with this in mind, allowing sales reps to engage leads in live, one-to-one meetings while they’re still on your website.

When you go to the “Warm Call” section of Warmly’s dashboard, you’ll see a detailed overview of all your website visitors right now, with the option of monitoring each prospect’s website session and uncovering intent insights simply by clicking on their name.

Once your sales reps assess that the time is right based on website session insights and other intent signals, they can easily initiate a call and do what they do best.

Feature #5: A Daily-Updated B2B Prospect Database: Coldly

Warmly lets you access Coldly, which is a database with 200M+ accounts and contacts that 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.

This way, your team will have both accurate contact data at their fingertips and the right tools to pick up buyer intent signals and set up workflows on top of them.

Warmly Pricing

Similar to Clearbit, Warmly offers a freemium plan.

On it, you can:

  • Reveal up to 500 companies and individuals visiting your website (in addition to essential and accurate data on each lead).
  • Set up ICP filters to quickly identify high-quality leads. 
  • Automate basic lead routing.

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

  1. Micro: Starts at $333/month when billed annually and adds unlimited seats, 5,000 monthly visitors revealed, first-party intent signals, alerts, and access to Warmly’s extensive database of B2B contact data.
  2. Starter: Starts at $12,000/year, everything in Micro, plus 10,000 monthly visitors, third-party signals, AI Chat, and CRM syncs.
  3. Business: Starts at $19,000/year for up to 10,000 visitors or $28,000/year for up to 75,000 visitors, everything in Starter, plus second-party signals, sales orchestration, and lead routing.
  4. Enterprise: Starts at $30,000/year, lets you identify a custom number of visitors, includes everything in Business, plus custom signals and warm calling.

Pros & Cons

✅ Accurate website visitor identification at both company and individual levels.

✅ Reveals who your hottest leads are right now.

✅ Personalized lead generation and outreach workflows.

✅ Real-time monitoring of visitors’ web sessions with options to engage them via an AI chat or video call.

✅ Transparent pricing model – even at the Business plan level.

✅ Good range of integrations.

❌ You'd have to be on Warmly's Enterprise plan to access Warm Calling.


2. ZoomInfo 

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ZoomInfo is one of the most widely used and all-encompassing GTM software solutions.

Not only do they compete with Clearbit in terms of contact data and sales intelligence, but they also have advertising, lead routing, and website chat functionality.

Why Choose ZoomInfo Over Clearbit?

The main reason to choose ZoomInfo is its breadth.

Of all of the Clearbit alternatives covered here, ZoomInfo does the most.

For example, if you’re already using ZoomInfo’s MarketingOS for account-based ads or web form enrichment, it makes sense to add on their contact data module.

This limits the number of vendors you’re paying but also means there is no need to sort any integrations since everything comes from the same supplier.

Main Drawbacks of ZoomInfo

ZoomInfo’s breadth is also its biggest weakness.

First, solutions that offer such scale are almost always expensive, and ZoomInfo is no exception. You’ll be paying six figures for a full ABM stack.

The other major drawback is a lack of focus.

ZoomInfo has primarily expanded its service offering through acquisitions. They aren’t really focused on building a best-in-class product. 

Rather, their goal appears to be to continue increasing ACV through the acquisition of new bolt-on features that they can then upsell to existing customers.

ZoomInfo Pricing 

ZoomInfo doesn’t advertise pricing, but we know from conversations with customers who’ve moved over to Warmly that you’ll pay at least $40k annually for workflows and $100k+ for a full GTM tech stack.


3. Demandbase 

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Demandbase is the grandfather of the ABM space. They, like ZoomInfo, have a broad offering.

Why Choose Demandbase Over Clearbit?

Demandbase’s big strength is buying committee identification. 

In the world of B2B sales, you’re often dealing with more than one stakeholder and decision maker.

The person interacting with your content may or may not be one of them. Demandbase helps you uncover the rest and enriches your existing data with a solid contact database.

Compared to Clearbit, it's a more robust tool with much more workflow functionality, making it more suitable for account-based marketing and sales sequences.

Main Drawbacks of Demandbase

Demandbase, like the other full-stack ABM solutions, is expensive. 

It’s a little cheaper than ZoomInfo but more expensive than Clearbit. Then again, you’re getting more products for your money.

Advertising functionality isn’t as strong with Demandbase. 

They came up on account intelligence and bolted on advertising through an acquisition later. Their ad offering is fine, but there are better solutions for this, such as 6sense.

They also rely heavily on bidstream data for buying intent signals, which is generally not as reliable as other sources (Warmly uses Bombora’s intent data, for example).

Demandbase Pricing

Pricing for Demandbase is built on a per-customer basis.

Anecdotally, however, we can say that Demandbase is generally cheaper (but less robust and user-friendly) than 6sense and ZoomInfo, though you’ll still be paying into the high five figures.


4. Apollo.io 

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Apollo.io is another big name in the contact data category.

They came up on best-in-class data and have been growing quickly while expanding their offering toward an all-in-one solution.

In my opinion, they’re a seriously good contender, at least for email data.

Why Choose Apollo.io Over Clearbit?

Apollo.io has a lot of functionality to offer.

They’ve got best-in-class data, have some prospecting and engagement functionality, and website intent enrichment.

A few years back, Apollo.io was just a data solution—and one of the best in the field. Recently, they’ve grown super quickly and have become somewhat of a ZoomInfo (but more user-friendly).

A unique feature for Apollo.io is AI email writing, which you can use to respond to more basic prospect communications. This can significantly increase your response speed, helping your reps resolve objections while improving your speed to lead.

Main Drawbacks of Apollo.io

While Apollo.io has moved beyond just data and into sequencing, their sequencing functionality isn’t as good as, say, Outreach or SalesLoft (best-in-class tools for sales engagement).

Intent data isn’t as good as 6sense or Bombora, and B2B phone data is better from ZoomInfo or Seamless.AI.

B2B email contact data is where Apollo.io excels.

Apollo.io Pricing

Apollo.io is refreshingly upfront with its pricing model (which is probably a big part of why they’ve grown so quickly).

You’ll pay $49 per user per month for their Basic plan, or up that to $79 a month for the Professional plan with higher credit limits.

They also have a usable free plan, and you can get started without talking to a sales rep (another growth lever).


5. 6sense 

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6sense is another ABM platform with a seriously strong data offering.

In fact, they’re one of the data sources we use here at Warmly to power our account-based orchestration platform.

Why Choose 6sense Over Clearbit?

6sense runs the gamut from account intelligence to B2B advertising, helping ABM teams reap the full benefits of an account-based marketing motion.

Account intelligence, though, is 6sense’s biggest strength.

The idea here is that 6sense provides insights into how prospects interact with competitor websites to give a better idea of the level of intent shown and where they are in the buying funnel.

They also have one of the best advertising offerings in the market, with their own demand-side platform (DSP) empowering personalized ads for an omnichannel approach.

Main Drawbacks of 6sense

You’ve probably already gathered that 6sense is expensive. For end-to-end orchestration, you’re looking at $120k+.

As such, 6sense is more focused on the enterprise market, meaning it's not really a suitable solution for SMEs or startup sales.

It also requires a lot of time and resources at the implementation stage. Again, fine for larger organizations; not so much for the small business.

6sense Pricing

6sense builds custom packages based on your specific needs, but budget for at least $100k a year for a full ABM setup.


6. Lusha 

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Lusha was a big name in the B2B data space a few years back, though they seem to have fallen off the map a little bit since they raised their Series B back in 2021 and started moving upmarket.

Why Choose Lusha Over Clearbit?

Reports are that, compared to Clearbit, Lusha is a lot easier to use and much easier to set up. 

They, too, have been expanding their offering outside of data and now have some prospecting, enrichment, and intelligence functionality.

One cool feature that Lusha offers—and Warmly does, too—is job change alerts. If a stakeholder at a current customer jumps ship, you’ll be notified and can use that relationship as a warm lead of sorts and open up a conversation.

Main Drawbacks of Lusha

Like Clearbit, Lusha is more about the data side of the equation than actual sales execution. 

If your problem with Clearbit is that it doesn’t give you any playbooks to actually do anything with the data, then Lusha probably isn’t your solution.

Lusha Pricing

Lusha has a free plan, but it's seriously limited and best thought of as a trial.

From there, you’ll pay $29 per user per month and upward.

7. Seamless.AI 

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Seamless.AI is one of the best sales tools and data providers out there.

We use it ourselves. The data is some of the best around, and pricing is pretty reasonable.

Why Choose Seamless.AI Over Clearbit?

Seamless.AI has been around since 2014, and just about everyone in the space reports that their data is incredibly accurate.

For phone numbers, they’re unbeatable and certainly a great alternative to Apollo.io.

Their standout feature, though, is Autopilot. It’s an automated list-building solution to help feed an outbound sales pipeline.

Main Drawbacks of Seamless.AI

The biggest drawback of Seamless.AI is that they don’t have an API. They’re kind of behind on the “integrate with everyone” thing that is becoming an industry standard.

This makes them quite limited for anyone looking to create their own bespoke tech stack.

For example, you can’t integrate Seamless.AI with Clay, Warmly, or Coupler to unify data sources and automate sales workflows off of.

Seamless.AI Pricing

Seamless.AI doesn’t outwardly advertise pricing, but we know as customers that they are seriously affordable.

They also offer a (limited) free plan for those who want to give it a spin first.


8. Cognism 

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Cognism is another solid solution for phone numbers, particularly B2B numbers.

Why Choose Cognism Over Clearbit?

Cognism is kind of like Apollo.io, except they’re based in Europe.

So, if you’re looking for an all-in-one solution as an alternative to Clearbit, but Apollo.io doesn’t work for you because you’re targeting European companies, Cognism is probably a good option.

Main Drawbacks of Cognism

Some customers report minor usability issues with Cognism, along with a few complaints about data accuracy.

They also don’t offer a free plan or even appear to provide a free trial.

Cognism Pricing

No pricing information at all is available for Cognism. You have to fill in a form and speak to a sales rep.

Find Out Who Your Warmest Leads Are With Warmly & Engage Them

While Clearbit (now Breeze Intelligence) provides a solid range of features for sales teams using HubSpot, especially those looking for a good B2B prospecting platform, the platform’s data reliability is still under question and lacks integrations with non-HubSpot products.

The platform’s capabilities of detecting buyer intent on your website at the contact level are also significantly limited compared to Warmly's.

With Warmly, all that changes.

Our revenue orchestration solution enables you to identify website visitors, detect the hottest leads among them, and engage them via automated outreach sequences perfectly tailored to each lead.

Want to know for sure if Warmly is a good match for your sales team?

Try Warmly for free and start building a steady, warm pipeline in minutes.

Or, book a demo with our team for a personalized tour of all of Warmly’s capabilities.

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Targeted Lead Generation: What Is It and How to Do It ? [2024]

Targeted Lead Generation: What Is It and How to Do It ? [2024]

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Alan Zhao

If you’re eager to find highly targeted prospects more likely to convert, targeted lead generation is a far better choice than standard lead generation.

However, many B2B sales and marketing teams aren’t quite sure what the concept of targeted lead generation entails, which inhibits them from applying it more widely in their strategies.

In this article, we’ll break down all the essentials, helping you master the art of generating targeted business leads in no time.

Let’s dive straight in!

TL;DR

➡️ ‎Targeted lead generation is the process of identifying and attracting high-quality, high-intent leads by focusing marketing efforts on a specific audience segment that’s most likely to be interested in your product.

➡️ ‎ It’s a more narrow and specific approach than general lead generation, as it focuses on particular, well-defined audience segments.

➡️ ‎Targeted lead generation is generally a good choice when launching a new product, entering a new market, or looking to shorten the sales cycle, as it allows for a more targeted and personalized approach to leads.

➡️ ‎While it can improve conversion rates, optimize marketing spend, and increase lead generation efficiency across levels, targeted lead generation also involves higher upfront costs, complex processes, and the risk of going too narrow in searching for quality leads.

➡️ ‎There are several steps to conducting efficient targeted lead generation, including:

  • Defining your ICP.
  • Using a lead enrichment tool for valuable data insights.
  • Creating audience segments.
  • Engaging leads.
  • Constantly monitoring and improving campaigns.

What is targeted lead generation?

Targeted lead generation is the process of sifting through your market to identify leads with a higher potential for conversion than “regular” leads.

In its essence, it involves segmenting your audience based on criteria relevant to your business and ICP - such as demographics, behavior, industry, intent level, etc.- to recognize leads most likely to be interested in your products or services.

So, what makes targeted lead generation that much different from standard B2B lead generation?

General lead generation involves attracting and identifying potential customers from a wide audience. Think of it as casting a very wide net to capture high volumes of leads, regardless of their actual quality.

Ideally, every lead generation campaign will result in qualified leads, but it’s rarely so in practice.

This means that your marketing team has to filter out all the “false positives” and low-quality leads from primary results.

As a result, many turn to targeted lead generation.

Targeted lead generation is a more strategic and precise approach that focuses marketing efforts on a much narrower and well-defined audience with a higher likelihood of converting. 

This strategy improves the quality of generated leads and increases the chances of getting a better ROI faster while enabling you to save valuable time and money otherwise wasted on chasing and nurturing poor-quality leads. 

When should targeted lead generation be run instead of general lead generation?

Another question that bothers B2B marketing teams is when is the right time for a targeted lead generation approach.

There are several scenarios and business stages in which the targeted lead generation strategy proves to be most effective.

The best way to determine when’s the right time to go for targeted lead generation is to ask yourself a few questions:

  1. Do I have a well-defined ICP? - Targeted lead generation can be run only if you have a clear understanding of your ideal customer profile. That lets you focus your lead generation efforts on that specific audience segment (e.g., you have a product geared toward compliance professionals at enterprise-level businesses in the banking industry).
  2. Am I launching a new product or service? - If you’re introducing a new product or service to the market, targeting specific segments that have already shown interest in similar offerings can help build traction and enable you to tailor your brand messaging based on feedback from a relevant audience.
  3. Is my sales cycle complex or long? - If your offering is highly specific and requires a longer decision-making process or involves multiple stakeholders, targeted lead generation can help pinpoint quality leads and nurture them through targeted strategies. As a result, you’ll move leads more quickly and efficiently through the sales funnel.
  4. Is the market I’m operating in very competitive? - If you’re in a highly competitive industry, you’ll need all the help you can get to distinguish your brand and reach the right audience. Targeted lead generation lets you focus on high-potential leads, enabling you to achieve that faster and without wasting resources.
  5. Do I have access to relevant data on potential leads? - Effective targeted lead generation relies on accurate and actionable data, so ensure your business can tap into relevant lead data and transform it into valuable insights to get the best results. 

As can be seen from this, businesses of all sizes and stages can benefit from targeted lead generation, each in their own way.

For instance, startups can break into the market more easily and achieve ROI faster, while larger businesses can use this strategy when expanding to new markets or looking to accelerate the sales cycle by narrowing down on targeted sales leads, etc.

In the following section, we’ll summarize some key advantages of running targeted lead generation campaigns.

What are the benefits of doing targeted lead generation?

The main benefits of doing targeted lead generation are:

#1. Improved conversion rates

By focusing on a specific audience segment, targeted lead generation helps attract higher-quality leads.

These target leads are usually much further along in their buyer’s journey, making them easier to convert than leads generated by a broader approach. 

Targeting a more relevant audience that consists of leads more likely to make a buying decision will increase conversion rates across levels.

#2. More effective campaigns

By segmenting your target market, focusing only on prospects that match your ICP and other relevant criteria, and designing a tailored approach for each prospect, you can run campaigns that resonate better with your target audience.

In turn, this increase in efficiency will lead to a better ROI by:

  • Increasing conversion rates.
  • We'll see below how you can spend your marketing budget better.

#3. Optimized marketing spend

Targeted lead generation allows you to allocate your marketing resources more efficiently. 

Directing resources towards segments with higher buying potential minimizes the waste of time, money, and effort on less relevant prospects.

#4. Personalized customer experience 

Because targeted lead generation focuses on specific audiences, all its tactics and activities must be tailored to that audience segment's needs and interests.

As a result, targeted sales leads will be provided with a much more personalized experience across channels, making them feel valued and appreciated.

Personalizing leads’ experiences with your brand helps with a number of things, including:

  • Building trust and rapport.
  • Increasing engagement rates, as leads are more likely to respond and interact with tailored messages and content.
  • Enhancing the chance of conversion.

#5. Reduced sales cycle time

All these benefits combined result in one significant advantage - shortening the sales cycle.

By identifying and attracting target leads who are already interested in your product or need a solution similar to yours and creating a tailored approach for each lead, you’ll be able to close deals more easily and in less time.

Disadvantages of targeted lead generation

Although targeted lead generation is a powerful tool for efficient lead targeting and generating better-quality leads, it comes with a few disadvantages.

#1. Higher initial costs 

Implementing a targeted lead generation process requires:

  • More investment in data analysis, as you’ll need a clearly defined ICP with all the relevant data attributes. 
  • Sophisticated marketing and lead enrichment tools that enable you to identify potential leads that match relevant criteria and contact them.
  • Personalized content creation because you’ll have to provide relevant and tailored resources and messaging across levels. 

These upfront costs are higher compared to general lead generation approaches, which might make targeted lead generation cost-prohibitive for smaller businesses or companies with tighter budgets.

2. Complexity and required resources

Targeted lead generation can be more complex to manage, as it involves a variety of processes, such as:

  • Segmenting your audience.
  • Crafting tailored messages.
  • Continuously analyze data to refine your approach as your business expands. 

This complexity requires additional resources, including skilled sales and marketing professionals and advanced technology, to efficiently execute targeted lead generation campaigns.

3. Risk of a narrow focus 

While targeting highly specific audience segments can be beneficial, it also comes with the risk of excluding potential leads who might not fit perfectly within your defined criteria but could still be valuable customers. 

Setting a too-narrow focus might lead to missing out on opportunities from leads who fall outside your primary segments but are interested in your products or services.

How to do targeted lead generation

There are several steps to follow to ensure you’ll generate more targeted leads with your lead generation strategy. 

#1. Define your ICP

First things first - you can’t run targeted lead generation without defining your ICP first.

To do that, you should:

  • Conduct thorough market research, including current and past trends, competitors’ performance, etc. 
  • Analyze your existing customer data (e.g., best-performing deals and champions from your CRM) to find common traits.

Once you’re done, compile those common characteristics and attributes - such as industry, company size, job roles, geographic location, pain points, needs, etc. - into detailed buyer personas that will help you pinpoint which audience segment to focus on first.

#2. Invest in a lead enrichment tool

A lead enrichment platform is one key tool for efficiently conducting highly targeted lead generation campaigns.

Namely, lead enrichment platforms help you collect relevant data on each potential lead, enabling you to score, segment, and qualify leads accordingly.

However, data enrichment software comes in all shapes and sizes, so make sure you choose the one that’s both capable of accurate lead targeting and the best fit for your needs.

For instance, if your website is one of your main lead generation channels, Warmly might be the ideal choice, as it’s designed to capture and enrich targeted leads on your website.

The platform:

🎯 ‎ Identifies website visitors, including both companies and individuals.

🎯 Enriches them with B2B data (contact details, technographic, job roles, etc.), allowing you to contact them and personalize your approach accordingly.

🎯 Detect buying intent, meaning it enables you to identify website visitors who are most interested in your product from the get-go.

As such, Warmly is perfect for running targeted lead generation campaigns, as it provides you with all the essential insights into your website traffic, including:

  • Who’s visiting your website right now.
  • What pages they’re looking at.
  • Details of their digital buyer’s journey, such as researched topics, interactions with competitors’ ads, etc.

All this helps you understand who your hottest leads are right now, enabling sales teams to prioritize and engage them while they’re still hot.

Pro tip: Warmly can help you build your ICP as well. By identifying website visitors and enriching them with relevant data, Warmly lets you get a better idea of who’s visiting your website the most, what they have in common, etc., enabling you to create a more detailed and precise ICP.

3. Create audience segments

The entire point of running targeted lead generation is to generate leads by focusing on specific audience segments that are most likely to convert.

Therefore, the next step is pinpointing high-possibility segments within your audience and focusing on them first.

You can do this by:

  • Analyzing CRM data.
  • Drilling down on intent data, which lets you identify high-intent leads on your website, social media, etc.

Segmentation is also important because different lead groups require different sales and marketing approaches tailored to their needs, behavior, and common traits (such as industry, seniority, job role, etc.).

Separating quality leads into specific segments helps you create unique campaigns that are sure to resonate with them and nurture them into conversion faster and with less effort.

4. Engage and nurture leads

Engagement is key for guiding leads to conversion, so you can’t afford to miss out on this.

It’s best to engage quality leads while their interest is at its peak, as time to lead is often a crucial factor in successful deal closing.

With Warmly, sales reps will get a real-time Slack notification when a lead fitting into your ICP or exhibiting high-intent behavior lands on your website or a relevant web page.

This allows reps to react in time by contacting these leads via video or text chat straight on your website. Moreover, they can use insights Warmly unearthed to craft unique messages, tailored to each lead’s interests, behavior, requirements, etc.

Moreover, Warmly lets you automate outreach and engagement by:

  • Automatically adding leads that match predefined criteria in personalized LinkedIn and email sequences.

  • Setting up AI-powered chatbots on your landing page or other web pages that send contextual messages, answer questions, book meetings, etc.

This way, no targeted lead will be wasted, as Warmly’s automated and semi-automated capabilities ensure that all quality leads are engaged with and nurtured in a way that’s most likely to resonate with them.

5. Rinse and repeat

Finally, repeat these steps with some adjustments over time for the best results.

Of course, you’ll have to tailor your targeted lead generation efforts accordingly as your business grows and expands or changes its initial offering to ensure you’re always targeting the most relevant audience.

Monitor your website and other channels to see who’s most interested in your offering, analyze existing customers, look into retention and churn rates, etc., to see what’s working and what should be enhanced.

You can use the insights you uncover to fine-tune further your targeting criteria, messaging, and channels for your high-value leads.

5 Tips for more effective targeted lead generation

Here are some tips and best practices for running efficient targeted lead generation that will turn you into a targeted leads generator in no time.

1. Leverage data and analytics for advanced segmentation

You should use data-driven insights to improve and adjust your targeting strategies. 

Analyze past interactions, relevant demographic data, and buyer intent

However, you’ll need to go beyond basic B2B demographics to better understand your audience and create more precise segments. Make sure to analyze data such as:

  • Past interactions with your reps.
  • Web search history.
  • Interactions with your website and other owned channels, etc.

This is exactly why you need lead enrichment tools like Warmly, as they enable you to get relevant and accurate lead data, allowing you to build more nuanced segments and create bulletproof targeted lead generation strategies.

2. Personalize your outreach

Personalization is key to capturing the attention of your target audience. Craft tailored messages and content that speak directly to each segment's specific pain points and needs. 

Personalized communication not only enhances engagement but also increases the likelihood of converting leads into paying customers by taking notice of their concerns.

3. Optimize your website and landing pages

Since your website is one of the first things potential customers come in contact with when getting to know your brand, you should make sure that it’s customized to match the needs and interests of each audience segment. 

Ensure that your website and landing pages feature targeted messaging, compelling calls-to-action, and relevant content, as this will both improve user experience and increase the possibility of lead conversion.

Pro tip: To check how your leads interact with your website and identify potential churn areas and hidden opportunities, go to the “Warm Calls” section of Warmly’s dashboard and monitor their web sessions in real-time.

4. Streamline lead nurturing and engagement with automated workflows

Automate lead nurturing and engagement processes to maintain their interest throughout the buyer’s journey and build trust. 

Implement automated workflows that send personalized outreach and follow-up emails and LinkedIn or chatbot messages based on leads’ behavior and interactions. 

This ensures that leads receive relevant information and proper engagement at the right time, helping to guide them toward conversion while saving your sales team time on manual tasks.

Pro tip: Warmly’s Orchestrator lets you include specific audience segments in tailored outreach cadences based on the criteria you define. Learn more about it here.

5. Engage through multi-channel strategies

Make sure to reach your target audience through a combination of channels to reinforce your messaging and increase engagement.

Consistent messaging across channels is important as it helps position your brand and increase its visibility and enhances the chances of engagement.

Use everything from email marketing and social media to content marketing and other relevant channels to ensure your message reaches your audience wherever they are most active.

Wrap up

Successfully running targeted lead generation campaigns that result in high-quality leads isn’t that difficult when you know what you’re doing.

When deciding whether to use targeted or general lead generation, remember to weigh its pros and cons against your specific business objectives, size, and stage, as it’s not the best fit for everyone.

If you decide the time is right, remember our best practices and pro tips, based on the methods we tested and tried ourselves, and you can’t go wrong.

Want more help with your targeted lead generation campaigns? 

Subscribe to Warmly’s free plan and start revealing high-intent leads on your website today.


AI Lead Generation: How to Use AI to Get More Leads in 2024

AI Lead Generation: How to Use AI to Get More Leads in 2024

Time to read

Alan Zhao

AI has revolutionized virtually every vertical, and sales and marketing are no exception.

So, it’s no surprise that AI lead generation has become one of the industry’s hottest topics in 2024.

However, since this is still uncharted territory, many sales and marketing people are still figuring out how to make the most of AI lead generation.

In this guide, we’ll help you master the art of AI-powered lead generation by breaking down the essentials, from common use cases and best practices to the best AI lead generation software.

Let’s begin!

TL;DR

  • AI lead generation is the process of attracting, capturing, nurturing, and converting leads enhanced by AI.
  • AI can improve lead generation across levels, allowing marketers to run better-targeted and highly personalized lead generation campaigns on scale.
  • AI has a wide range of use cases thanks to its ability to analyze large volumes of data and identify complex patterns.
  • These include everything from building more precise ICPs to automating lead scoring and qualification, streamlining outreach and more.
  • Businesses looking to implement AI in their lead generation can use one of three top AI lead generation tools:
  • Warmly - For revealing and converting website visitors.
  • Keyplay - For qualifying and scoring leads.
  • Outreach - For automating email sequences.

What Is AI Lead Generation

We’ll start by answering the quintessential question:

What is AI lead generation?

Simply put, AI lead generation is the process of attracting and nurturing leads into conversion by harnessing the power of AI, i.e., using AI engines or AI-powered tools.

Lead generation as such consists of several segments:

  1. Attracting quality leads, i.e., leads that match your ICP.
  2. Capturing them in various lead generation channels (e.g., your website, social media platforms, targeted ads, etc.).
  3. Scoring and qualifying them to determine which leads are the hottest right now.
  4. Nurturing them, i.e., building trust and rapport to increase their interest in your offering.

Anyone who’s ever dealt with lead generation knows how complex and painstaking it is, especially in today’s competitive landscape that requires speed, efficiency, and hyper-personalization for success.

AI helps B2B businesses tackle these modern challenges in several ways:

  1. It saves valuable time - 33% of US marketing professionals surveyed in 2022 reported that one of the biggest benefits of AI is saving time. The same survey showed that most professionals use AI to quickly uncover trend insights and optimize content.
  2. It can generate personalized content on scale - Certain AI models provide options for creating all kinds of content, from images to blogs, social media captions, etc. In 2023, one in five marketers was already using AI to generate content, and this number will continue to increase as AI becomes more sophisticated.
  3. It streamlines various processes - Although sales and marketing automation is not new, AI can make it smarter, more precise, and overall better at what it does. In 2022, 77% of marketers reported using AI for automation.
  4. It lets you understand your audience better - AI engines are excellent at uncovering patterns, which makes them an amazing asset in understanding and predicting buyers’ journeys, behaviors, and needs. This, in turn, lets you personalize their experiences.
  5. It can leverage ad targeting - AI and ML models can be easily trained to analyze large volumes of data and match them against certain criteria. This makes them perfect for advertising and retargeting, as they can quickly detect leads that match your ICP or show high intent. This is why almost 50% of marketers use them for ad targeting, while 32% use them for perpetual optimization of paid ads.

So, it’s clear that implementing AI in lead generation gives you a significant competitive advantage by allowing you to run highly targeted, personalized, and efficient lead generation campaigns on a large scale.

However, approximately 45% of marketers are still hesitant to fully adopt AI because they feel they lack the necessary knowledge and capabilities.

To make sure you’ll join the other half, let’s look into common AI lead generation use cases, benefits, and best practices.

How to Use AI for Lead Generation

As we’ve seen above, AI can improve lead generation and overall sales and marketing efforts in various ways.

Here, we’ll explore the top 10 use cases of AI lead generation that every B2B marketer should include in their strategy.

1. Creating detailed ICPs

To create high-performing campaigns, you first must know who your ICP is. However, traditional market research can only get you so far, as there will always be insights and details you might miss.

Since AI excels at identifying patterns and uncovering bits of information that humans can’t detect as easily, you can have AI models analyze relevant data sources, such as:

  • Your best-performing accounts and deals.
  • High-intent leads detected in one of your lead generation channels (e.g., website, social media, etc.).

They will recognize the common traits and attributes that appear most frequently, providing a more detailed and accurate picture of your ICP and allowing you to create even better-targeted lead-generation campaigns.

2. Engaging leads

Even if you’ve been living under a rock these past few years, you must have heard about one AI engine - Generative AI.

It’s the AI model that powers popular engines such as ChatGPT, which are well-liked by broad audiences because of their conversational interface and ability to process natural language.

As such, this kind of AI is often used to create smart chatbots that you can set up on your landing page or any other relevant page (e.g., pricing, customer support, FAQ, etc.) to replace sales or customer support specialists.

Thanks to being powered by AI, these chatbots can be trained to perform a wide range of actions, including:

  • Engaging leads in conversation by sending personalized messages or offering help.
  • Providing simple product tours or case studies, whitepapers, etc.
  • Booking meetings.
  • Answering basic product questions that don’t require human attention, etc.

This way, you’ll reduce the time to lead and ensure that no high-intent lead goes under the radar just because no sales rep is available to engage them.

3. Scoring and qualifying leads

AI is perfect for scoring and qualifying leads because it can analyze large volumes of data and easily uncover valuable insights.

You can have it analyze your CRM records, website visitors’ behaviors, all correspondence leads have had with your reps or any other lead data source, and it will surface the hottest leads, followed by surging accounts and those still far from conversion.

As a result, you’ll be able to prioritize leads at the brink of conversion and use the insights pulled by AI to create high-converting strategies.

4. Automating prospecting and outreach

AI also helps you run lead generation campaigns on scale by putting various sales processes on autopilot.

AI models have made automation tools and capabilities smarter and more powerful than ever before, allowing them to efficiently handle a wide range of operations, such as:

  • Recognizing businesses and key stakeholders that match your ICP and automatically adding them to outreach sequences.
  • Finding leads’ contact information (e.g., email addresses, LinkedIn profiles, etc.) with higher accuracy and matching rates.
  • Segmenting leads according to the criteria you specify and ensuring they’re included in the right sequence based on their segment.
  • Drafting hyper-personalized emails and messages.

5. Predictive analytics

As mentioned above, many marketers use AI algorithms for predictive analytics and forecasting, and for a good reason.

AI’s pattern-recognition capabilities enable it to accurately predict a number of relevant factors by analyzing historical data and performance, including:

  1. How leads might behave in a certain situation or react to a certain product.
  2. How market trends will shift in the future.
  3. Total customer lifetime value based on their purchase history and behavior.
  4. Churn rate, allowing you to detect and improve high-churn areas.

6. Delivering personalized content at the right time

AI allows for real-time personalization of various content, ranging from web pages and chatbot conversations to providing customized offers and relevant blogs and case studies.

Real-time personalization was possible even before AI (think of providers like OptinMonster). However, AI further innovated the space, enabling smarter and optimized personalization.

Thanks to its ability to identify behaviors and analyze large quantities of data in seconds, AI can quickly discern who your leads are and what they’re most interested in.

This opens the door to a range of personalization possibilities. For example, you can:

  • Ensure that each website visitor is shown a specific set of images, web copy, CTAs, and case studies that resonate the most with them based on relevant criteria (industry, job role, buyer intent, etc.).
  • Make personalized sales offers that increase the likelihood of conversion (e.g., give them a special discount, offer a product package tailored to their industry or position, etc.).
  • Have chatbots shoot highly personalized, contextual messages that look like they’ve been sent by actual humans, improving the chance of getting a reply.

7. Optimizing email campaigns

We mentioned email personalization and outreach automation before, but AI has improved cold email campaigns in so many ways that it deserves to be covered separately:

  1. AI has revolutionized name matching, reducing false positives to a minimum. This makes it a valuable asset in scraping for email addresses, increasing the possibility of finding the right match every time and helping you clean up email lists.
  2. It can personalize email copy to a greater extent than traditional automation tools. While it still cannot match human creativity, AI-generated content is much more original and personalized compared with what was possible before AI adoption.
  3. It’s enabled smarter automation. AI lets you apply more complex conditional logic in workflows, makes smart recommendations on creating better-performing campaigns, and more.

8. Ad targeting and audience segmentation

AI can help you make highly targeted ad campaigns optimized for conversions.

By analyzing user data, including browsing behavior, purchase history, and social media activity, AI algorithms can identify patterns and predict which audiences are most likely to respond positively to specific ads. 

This lets marketers deliver ads tailored to individual users' interests and needs. For instance, an e-commerce company can use AI to target users who have shown interest in similar products but have yet to make a purchase, presenting them with personalized ads at the optimal time to encourage a sale. 

Additionally, AI can continuously optimize ad performance by adjusting targeting parameters in real-time based on user interactions, ensuring that advertising budgets are spent efficiently. 

9. Lead enrichment

AI-driven lead enrichment enhances the quality and depth of lead information by automatically gathering and integrating additional data from various sources, such as public databases, social networks, and other online resources. 

This data goes beyond basic B2B contact data and goes into more detail, including actionable insights such as job changes, interactions with social media posts, and other details of their digital journey.

As a result, you’ll get a more nuanced understanding of your leads, allowing sales reps to:

  • Score, qualify, and segment them more efficiently.
  • Tailor their approach, addressing each individual lead's specific needs and interests.

10. Monitoring lead generation channels

Some AI-powered tools can continuously scan the web—especially social media and similar networking platforms, where most leads can be found—for mentions of specific keywords, brand names, and industry-related topics.

By analyzing this vast amount of data, AI can identify potential leads discussing relevant products, services, or pain points, even if they haven't directly interacted with the brand.

For instance, if someone tweets about needing a new project management tool, an AI-driven monitoring system can flag this company or individual as a potential lead for a software company.

Beyond identifying leads, AI can also categorize and prioritize them based on influence, engagement levels, and sentiment, enabling businesses to focus their efforts on the most promising prospects.

At the same time, you can leverage AI-powered tools to monitor your owned channels, such as your website, to detect high-intent behavior there as well, ensuring that no quality leads will fall through the cracks.

Examples of Companies That Use AI to Generate Leads

An increasing number of businesses from all industries have become aware of all the benefits of implementing AI in sales and marketing, leading to an expansion of AI adoption across verticals.

Unsurprisingly, major players are at the forefront of AI innovation, as they have the most resources to invest in AI implementation.

Here, we’ll look into well-known companies that have successfully incorporated AI in their lead-generation processes.

Sephora

Sephora was one of the first brands to recognize the power of AI, launching their first AI-powered chatbot back in 2016.

Fast forward to today, and the chatbot is much more sophisticated, helping Sephora’s buyers sift through its massive product base to find the exact items they need more easily.

The chatbot can answer questions, offer tailored suggestions or recommendations based on specific queries, etc., providing a smoother and more satisfying customer experience across levels.

Coca-Cola

Coca-Cola also dabbled with AI last year, taking it one step further and creating its own platform powered by ChatGPT 4 and DALL.E.

The platform enabled users to generate customized AI content featuring Coca-Cola’s assets, such as its bottle, logo, etc., with the best artwork appearing on digital billboards in New York’s Times Square and London’s Piccadilly Circus.

This innovative marketing approach helped increase brand presence and popularity and engaged leads in a highly creative process, creating stronger and lasting relationships.

Netflix

Did you know that Netflix also uses AI to improve customer experiences?

All those highly personalized watching recommendations you got based on your previous searches and the content you enjoyed the most are actually powered by AI that processes your preferences to provide a tailored experience. 

Although this isn’t a lead generation technique in the narrowest of senses, it’s still a useful tool for:

  • Nurturing existing customers by providing great experiences and increasing retention rates.
  • Pushing users to upgrade to higher-tier plans.
  • Getting free brand advocates, as satisfied users are sure to spread the word among their peers.

StraightIn

It’s important to note that you don’t necessarily have to be an industry giant to leverage AI in lead generation.

With so many powerful AI-driven tools on the market, you don’t have to make your own AI model from scratch.

For example, StraightIn, a LinkedIn marketing agency, opted to buy a ready-made customizable AI-powered solution instead of investing in its own platform—and the results were just as good.

StraightIn used Warmly, which enabled it to:

  • Identify high-intent website visitors.
  • Add specific visitor segments to a particular outreach sequence.
  • Personalize each part of their LinkedIn and email outreach strategy while running it on autopilot.

The result? 

$10K revenue in just 2 weeks, which speaks volumes about AI's value in sales and marketing.

What Are the Best AI Lead Generation Software Solutions?

If you want to harness the power of AI in your lead generation processes, then you’ll need AI lead generation software optimized for your specific use case.

Here, we’ll offer three AI-powered B2B lead generation platforms for various user types and needs:

1. Warmly

Best for: Identifying and converting website visitors.

Who is it for: B2B companies of all sizes looking to unlock their website’s full conversion potential.

Full disclosure: While Warmly is our own product, we aim to provide an unbiased perspective on why Warmly is truly one of the best AI lead generation platforms.

Warmly is a signal-based revenue orchestration platform that leverages AI and intent data to help users:

  • Identify website visitors.
  • Recognize the ones that are most likely to convert right now.
  • Streamline prospecting, outreach, and engagement.

Let’s get a closer look at its key features.

Feature #1: Website intent

Adding a snippet of Warmly’s code to your website lets you identify the companies and individuals visiting your website.

The platform will provide all the essential B2B information on every identified visitor, such as:

  • Contact details (company names, phone numbers, email addresses, job titles, LinkedIn profiles, etc.).
  • Firmographic data (industry, size, employee count, location, and other company details).
  • Technographic data (a company’s full tech stack).
  • SEP data (engagement with other sales and marketing campaigns, chatbot interactions, etc.).
  • CRM data (ongoing and closed deals, account owners, previous interactions with your sales professionals, etc.).

In addition to that, each lead will be enriched with detailed intent data, enabling you to easily recognize the hottest leads in real-time.

This data includes:

  1. First-party intent data, i.e., insights into leads’ web sessions, such as:
  • Pages they visited.
  • High-intent questions they asked the chatbot.
  • Time spent on each page.
  • The content they downloaded (such as playbooks, whitepapers, etc.) or forms they filled out.

2. Third-party intent data, i.e., details of their entire digital buyer journey, including:

  • Other websites they visited (with a focus on your main competitors).
  • Social media activity.
  • Ads they interacted with.
  • Recently researched topics.
  • Job change intent.

Feature #2: AI Chat

Warmly’s AI Chat is an AI-powered chatbot with all the functionality you’d expect from an innovative chat solution.

Since it’s AI-driven, it can be trained to perfectly match your needs, business goals, brand messaging, and tone of voice.

The chatbot will leverage the intent and B2B data Warmly identified to provide each lead with a personalized experience. It can handle a range of actions, including:

  • Answering leads’ questions.
  • Booking qualified meetings.
  • Engaging high-intent leads.
  • Offering valuable resources to visitors, such as product tours, case studies, playbooks, etc.

You can configure it to appear on all web pages or only on high-intent ones, such as pricing pages, case studies, BOFU blogs, etc.

Most importantly, Warmly’s AI Chat ensures that a human stays in the loop in case a hot lead requires to speak with an actual human or makes a high-intent query.

When that occurs, sales reps will be notified via Slack, allowing them to react promptly.

Feature #3: Orchestrator

Warmly’s Orchestrator, formerly AI Prospector, is another AI-powered feature enabling you to automate prospecting and outreach on LinkedIn and email.

Its workflow is simple to set up:

  1. Specify the workflow trigger (i.e., a lead heads to the pricing page, a visitor matching your ICP lands on your website, etc.).
  2. Decide on the lead segments you want the Orchestrator to target (filter companies by size, industry, employee count, technographic, etc.).
  3. Choose the actual stakeholders from these companies you want to be contacted (filter them by role, seniority, etc.).
  4. Specify the action you want the Orchestrator to take (send a personalized email/contextual LinkedIn message/LinkedIn connection request, or all three combined).

The Orchestrator also uses intent data to segment leads and to personalize each email and LinkedIn message accordingly.

Pros & Cons

✅ Identifies companies and individuals visiting your website.

✅ Enriches visitors with intent and B2B data.

✅ AI-powered sales automation.

✅ AI-driven lead engagement.

✅ Live engagement options.

✅ Includes all features in all paid plans.

❌ Annual pricing options only.

2. Keyplay

Best for: Automated lead scoring and qualification.

Who is it for: Account-based marketing and sales teams that need a more efficient way of finding high-intent accounts.

Keyplay is an AI-powered lead generation platform that uses AI to find, score, and qualify leads.

It enables you to set up custom lead scoring and qualification rules, allowing you to tailor it to your specific target market and ICP.

Features

  • AI Lookalike helps find potential leads that match your best-performing customers and deals.
  • Leverages AI and ML to find accounts that match your ICP the best and qualify them accordingly.
  • Provides a wide range of advanced filters for highly specific searches, including recruiting velocity, industry categories, online presence, technographic, etc.
  • Lets you set up custom ICP scoring based on the signals and criteria relevant to your business and target market.

Pros & Cons

✅ Advanced filtering options.

✅ Tracks custom signals relevant to your ICP and business objectives.

✅ Puts lead qualification on autopilot.

❌ Offers only annual paid plans.

❌ Integrates with just two CRMs.

3. Outreach

Best for: AI-powered email outreach.

Who is it for: Larger B2B teams looking to run cold email campaigns on scale.

Outreach is an AI-powered sales execution platform that focuses on automating email outreach.

In addition to automation features, it also provides actionable insights into deals, customer-facing interactions, etc.

Features

  • Provides AI-generated actionable summaries of each deal and account, allowing you to identify hidden opportunities and potential risks, and decide on the next steps. 
  • Adds quality prospects to outreach lists and sends personalized emails based on the context, prior interactions, CRM data, etc.
  • AI-powered sales assistant that records, transcribes, and analyzes live meetings, uncovering opportunities for growth, identifying buyer sentiment, providing live suggestions during meetings, etc.

Pros & Cons

✅ Intuitive interface.

✅ Solid range of integrations with CRM and other popular sales tools.

❌ Non-transparent pricing.

❌ If you want more than sales automation, you’ll have to buy several product packages.

Wrapping Up

As we’ve seen, AI has a wide range of use cases in marketing and sales and the potential to transform lead generation for the better.

So, if you haven’t already started using AI in lead generation and other sales and marketing processes, now’s the right time to change that if you want to stay ahead of the curve.

If your website is one of your critical lead generation channels, Warmly might be the best way to begin your AI lead generation journey.

Its intuitive interface, wide range of features, and good value-for-money ratio make Warmly an ideal choice for both beginners and experienced AI users.

Sign up for its free plan and unlock your website’s full lead generation potential today.

Or, if you’d like to see it in action first, you can always book a live demo with our team.

Best 10 UserGems Alternatives & Competitors in 2024

Best 10 UserGems Alternatives & Competitors in 2024

Time to read

Alan Zhao

Searching the market high and low for the best UserGems alternative for your use case takes a lot of work, given the sheer number of powerful B2B prospecting tools.

That’s where this guide comes in.

We researched the market for you, tested numerous UserGems competitors, talked to real users, and sifted through G2 and Capterra to create this list of the top 10 UserGems alternatives.

Before we analyze the software that made it to our list, we’ll quickly look into why you might need a UserGems alternative in the first place.

Why Look for a UserGems Alternative?

On the one hand, UserGems can be a solid option for B2B sales prospecting due to a few nifty features, such as:

  1. Tracking buying signals and letting you build simple workflows on top of them. UserGems focuses on a specific kind of intent signals - job change. It tracks past champions’ job changes, new hires and promotions, champion referrals, etc.
  2. AI-powered features that help you build and update your ICP, automatically score and prioritize surging accounts, and assist with drafting personalized email copy.

However, UserGems has several downsides, pushing many potential and current users to turn to an alternative solution.

1. Data inaccuracies

Several users we talked to reported experiencing issues with UserGems’ data, and the same problem is often cited on G2.

Source

Since UserGems is primarily a B2B prospecting platform, failing to find accurate and up-to-date data on valuable prospects is quite an issue, forcing you to run manual searches.

Moreover, UserGems tracks and identifies job intent first and foremost.

Although this data is useful for determining how likely a company is to buy your product, more is needed to create a complete picture of their readiness to convert.

2. Opaque pricing

UserGems doesn’t publish its prices. This practice is often a strong signal that a tool is fairly expensive.

Judging by Vendr’s data, UserGems is not one of the more affordable platforms:

“For businesses with a headcount of 200, the cost starts at $16,400. For larger enterprises with a headcount reaching up to 1001, the price can go up to $81,900.”

One factor greatly contributing to the cost is that UserGems separates its offering into several packages, forcing users with more advanced needs to buy several at once.

3. Integration issues

One key factor to consider when buying any sales tool is how well it integrates with other sales and marketing platforms.

Unfortunately, UserGems doesn’t integrate as seamlessly with important tools, such as CRMs, meaning you’ll have to fill out records manually or rely on other software. 

Source

Source

What Are the Best UserGems Alternatives and Competitors in 2024?

1. Warmly - Reveals website visitors’ buying intent in real-time and helps you convert them.

2. Qualified - AI-powered intent data and sales platform.

3. Common Room - Customer intelligence platform that gathers intent signals from multiple sources.

4. Pocus - Signal-based selling platform.

5. LinkedIn Sales Navigator - Native LinkedIn B2B sales prospecting solution. 

6. Clay - Waterfall data enrichment and outreach tool.

7. RB2B - Identifies US-based website traffic.

8. Boomerang - Tracks job changes in key accounts.

9. Keyplay - Provides custom lead scoring and filtering to help you identify key prospects.

10. LeadIQ - B2B prospecting platform that tracks changes in key accounts in real-time.

1. Warmly

Full disclosure: While Warmly is our own product, we aim to provide an unbiased perspective on why Warmly is truly the top UserGems alternative on the market.

Don’t want to read through the entire article to find out if Warmly’s really the best? Sign up for our free plan and put Warmly to the test.

Warmly is a revenue orchestration platform that identifies website visitors, detects their buying intent across channels, and helps convert them via automated, semi-automated, and human-operated functionalities.

Let's get a closer look at the key features that make Warmly a strong UserGems alternative.

Feature #1: Reveals website visitors’ buyer intent

Warmly identifies both companies and individuals visiting your website, enriching each identified visitor with essential B2B data, including:

  • Contact details (company names, phone numbers, email addresses, job titles, LinkedIn profiles, etc.).
  • Firmographic data (industry, size, employee count, location, and other company details).
  • Technographic data (software tools and technology a company uses).
  • SEP data (engagement with other sales and marketing campaigns, chatbot interactions, etc.).
  • CRM data (ongoing and closed deals, account owners, previous interactions with your sales professionals, etc.).

However, Warmly does more than just identify anonymous website visitors.

It also detects visitors’ buyer intent by tracking how they interact with your website and picks up the buying signals they leave throughout their digital journey.

This means you’ll get insights into:

  1. Visitors’ web sessions, such as:
  • Pages they visited, with a focus on high-intent pages (e.g., pricing, specific features, comparison with competitors, etc.).
  • High-intent questions they asked the chatbot.
  • Time spent on each page.
  • The content they downloaded (such as whitepapers, playbooks, etc.) or forms they filled out.

2. Their entire buyer journey, including:

  • Recently researched topics.
  • Job change intent.
  • Visits to competitors’ websites.
  • Interactions with ads and social media posts.

Collecting this valuable data and translating it into actionable insights brings value across levels, as it:

  • Helps you understand who your hottest leads are right now.
  • Gives you all the information you need to create a tailored approach that will resonate with high-intent leads the most.

Feature #2: Automated sales workflows

Similarly to UserGems, Warmly uses the intent signals and other data it has on your website visitors to leverage various types of sales automation.

However, unlike UserGems, it offers a wider range of automation options, such as:

1. AI Chat

AI Chat is a conversational AI-powered chatbot that you can train to:

  1. Engage high-intent leads by sending contextual messages or offering collaterals like case studies and product tours.
  2. Answer website visitors’ questions.
  3. Book qualified meetings.

The chatbot is highly configurable, meaning you can have it engage all website visitors or only those that match certain criteria (i.e., fit into your ICP, visit high-intent pages, etc.).

2. Orchestrator

Warmly’s Orchestrator automatically adds certain website visitors into automated email or LinkedIn outreach sequences.

You remain in full control over Orchestrator’s actions as you decide on everything, including:

  • Workflow triggers (e.g., a high-value visitor lands on your website, or a visitor returns to a high-intent page).
  • The companies you want to be targeted (based on industry, size, and other ICP-relevant criteria).
  • The individual profiles you want to be targeted in each company (based on job role, seniority, etc.).
  • The action you want the Orchestrator to take (send a personalized email, a contextual LinkedIn DM, or a LinkedIn connection request).

3. Lead routing

Automated lead routing ensures that each valuable lead gets assigned to the most appropriate sales rep.

You can set up Slack alerts to notify a specific rep (alternately, you can set up a round-robin if it suits you better) when:

  1. A valuable lead matching your ICP lands on your website.
  2. A visitor exhibits high-intent behavior (frequently returns to the pricing page, for instance).
  3. A visitor requires to speak with an actual human or makes a high-intent query in the chatbot.

The sales reps can take it from there, monitoring leads’ sessions in real-time and waiting for the right time to engage them.

Feature #3: Live engagement

Finally, recognizing high-intent leads on the brink of conversion will do little good if you can’t engage them while they’re still hot.

Of course, automated workflows can help to an extent, but they can only partially replace human reps when it comes to closing deals.

This is why Warmly lets you reach out to visitors while they’re still on your website through:

  1. Live chat.
  2. Live video call.

The “Warm Call” section of the platform’s dashboard shows the companies and individuals visiting your website right now, in addition to intent and B2B data on each visitor.

When sales reps assess the time is right - or when they get notified via Slack - they can shoot a contextual message emphasizing that they’re an actual human or initiate a video call.

Reps can then leverage the data Warmly revealed to further nurture, warm up, and convert leads.

Our Warm Calls best practices can help you ensure high response rates, so make sure to check them out.

Pricing

Warmly offers a free forever plan that lets you reveal up to 500 people and companies visiting your website. It’s the perfect plan for trying out one of the platform’s essential features.

If you expect higher traffic volumes and need additional features, you can upgrade to one of three paid tiers:

  1. Startup: $700/mo, includes 3 users, up to 10,000 monthly visitors.
  2. Business: From $1,440 to $1,740 per month, depending on the number of visitors you expect to have. It includes 10 seats.
  3. Enterprise: Custom price. Built for users with an estimated traffic of 100,000+ visitors per month who need more customization. Includes 20 seats, advanced AI personalization, custom integrations, etc.

Note: All paid plans provide access to all of Warmly’s features and include deep integrations with data tools such as Clearbit, Bombora, and 6Sense, allowing you to get a bundle of products at a single price.

Integrations

In addition to the data solutions mentioned above, Warmly has seamless integrations with OpenAI and most modern SEP and CRM software, which enables it to easily fit into any business’s tool stack.

How does Warmly compare to UserGems?

Both Warmly and UserGems leverage intent data to help users find valuable leads and convert them more easily.

However, while UserGems primarily focuses on job intent data and offers fairly limited access to other types of intent data, Warmly delivers both first- and third-party intent data in addition to job intent.

Furthermore, Warmly is better suited for sales automation, offering a wider range of options for streamlining various processes, from prospecting to outreach and routing.

You should also note that UserGems has no engagement features, meaning you’ll have to use other tools to contact and nurture leads. 

Warmly, on the other hand, lets you reach out to leads while they’re still hot straight on your website.

Finally, the price point is also worth mentioning.

Warmly’s pricing structure is transparent and straightforward, whereas UserGems doesn’t publish prices and has separate packages for various tools.

This means that Warmly is a better choice if you’re looking for a more advanced platform that can tackle prospecting and outreach and boost website conversions simultaneously.

UserGems, on the other hand, can be a viable option if you need a prospecting tool only (and have a pretty generous budget).

Pros & Cons

✅ Identifies companies and individuals visiting your website.

✅ Reveals first- and third-party buying intent data.

✅ Enriches visitors with detailed B2B data.

✅ Sales automation and live lead engagement capabilities.

✅ Includes all features in all paid plans.

✅ Integrates with several data solutions, providing you with several products at the price of one.

❌ Annual pricing options only.

2. Qualified

Best for: Reducing time to lead by leveraging intent data.

Qualified is an AI-powered platform that detects intent data and uses it to engage website visitors in several ways.

The fact that it tracks various intent data types and provides personalized lead engagement options makes it a better choice than UserGems for users with more advanced needs.

Features

  • AI Pounce engages high-value visitors based on the intent data the platform collected.
  • AI-powered chatbot that answers leads’ queries, asks questions to qualify them, schedules meetings, etc.
  • AI Offers ensures that valuable leads will be presented with relevant marketing offers tailored to their needs and buyer intent.

Who is it for?

Qualified is built on Salesforce’s platform, making it the perfect choice for Salesforce users who want to maximize intent data and streamline some sales processes (including record enrichment). 

Pricing

Qualified has three payment plans:

  1. Growth: $3,500 per month, up to 10 users, includes basic chatbot features, purchase intent signals, routing, and marketing offers.
  2. Premier: Custom price, includes Qualified’s AI features
  3. Enterprise: Custom price, built for enterprise-level users. Includes various enterprise-level features, such as SSO, reporting API, etc.

Pros & Cons

✅ Identifies website visitors.

✅ Native Salesforce integration for optimal enrichment experience. 

✅ Detects buyer intent.

❌ Expensive. 

❌ Built on Salesforce’s platform. As a result, users of other CRMs may find it lacking when it comes to enrichment.

❌ Steep learning curve.

3. Common Room

Best for: Tracking buying signals across sources.

Common Room tracks various intent signals to help you detect qualified leads.

In addition to its out-of-the-box signals, it lets you set up custom signals tailored to your target market, ICP, and business goals.

Its customization options and the fact that it detects a broader scope of intent signals make it a strong UserGems competitor.

Features

  • AI-powered lead scoring helps you prioritize the hottest accounts.
  • Lets you set up automated workflows triggered by specific signals (e.g., send an email to a high-intent lead or sync qualified leads to Hubspot).
  • AI-driven engine that captures buying signals anywhere on the web, summarizes them into comprehensive lead profiles, and auto-surfaces accounts that best match your ICP.

Who is it for?

Common Room is a solid option for account-based and product-led sales teams that need valuable insights from multiple touchpoints paired with options for putting some parts of the sales pipeline on autopilot.

Pricing

Common Room has a free plan limited to 500 contacts and 50 organizations, 2 users, and 2 integrations.

More advanced users can pick one of Common Room’s three paid plans:

  1. Starter: $625/mo, 2 users, up to 35k contacts
  2. Team: $1,250/mo, 3 users, up to 100k contacts
  3. Enterprise: Custom price, 10 users, up to 200k contacts with options for purchasing more

The platform offers a 14-day free trial for its Team plan.

All plans are annual.

Pros & Cons

✅ Options for setting up automated workflows.

✅ Tracks intent signals across the web.

❌ Annual billing only.

❌ Limited customization options.

4. Pocus

Best for: Creating automated sales prospecting and engagement workflows on top of intent signals.

Pocus is an AI-powered signal-based selling platform that uses first- and third-party intent signals to streamline prospecting and engagement.

Its features, especially the automation ones, are more sophisticated than UserGems’, making it a solid alternative for users who want to run automated sales prospecting on a scale.

Features

  • AI-powered automations called playbooks let you build signal-based prospecting and simpler outreach workflows.
  • AI recommendations that help you determine which playbooks perform well and which need to be further optimized.
  • Lets you track product usage data and uncover hidden opportunities, areas that could be improved, etc.

Who is it for?

Go-to-market and PLG teams that want to automate certain operations using quality intent signals as triggers.

Pricing

Pocus doesn’t disclose its pricing structure online.

To see what it can do for your specific use case, you’ll have to book a demo.

Pros & Cons

✅ Solid library of playbook templates to help you start streamlining prospecting.

✅ Seamless integrations with the most popular CRMs.

❌ Issues with data inaccuracy.

❌ Has no live engagement options.

❌ Non-transparent pricing.

5. LinkedIn Sales Navigator

Best for: LinkedIn prospecting.

LinkedIn Sales Navigator is LinkedIn’s native prospecting and lead generation solution.

It’s designed to let you access LinkedIn’s rich prospecting pool without worrying about limits the platform imposes on users of other plans.

If LinkedIn is your main prospecting channel, this might be the safest option since browser extensions and similar platforms that work on top of LinkedIn can get you banned. 

Features

  • Tracks key signals indicating the right time to reach out to quality prospects (e.g., job change, posting or interacting with a particular LinkedIn post, joining a group, etc.).
  • Advanced filtering options for running segmented and precise searches across verticals.
  • Warm introductions identify mutual connections with high-value prospects that can help you build strong relationships more easily.

Who is it for?

B2B sales teams that exclusively use LinkedIn for prospecting and lead generation.

Pricing

LinkedIn Sales Navigator is one of LinkedIn’s most expensive solutions.

It has three pricing tiers:

  1. Core at $74.31 per month when billed annually. 
  2. Advanced at $125.87 per month when billed annually.
  3. Advanced Plus at a custom price.

If you need access to features such as CRM integrations, data verification, etc., you'll have to upgrade to the Advanced Plus plan.

Pros & Cons

✅ Provides 50 InMails per month to contact even the prospects you’re not connected with.

✅ Nuanced filtering.

❌ Can be used for LinkedIn prospecting alone.

❌ No automation options.

6. Clay

Best for: Data-driven sales automation and waterfall data enrichment.

Clay is a waterfall data enrichment platform that also provides a solid range of sales automation features.

It’s a good UserGems alternative if you’re looking for optimal data accuracy combined with powerful outreach automation.

Features

  • AI-powered assistant that does automatic lead research, drafts personalized emails, and adds them to email sequences.
  • Enriches data by running and cross-referencing each point across 50+ sources to find a match.
  • Automated lead scoring based on the criteria you set up and the data Clay uncovers.

Who is it for?

GTM team leaders and members looking to automate and scale outreach by using quality data.

Pricing

Clay has a free forever plan that provides 100 search credits per month and limited access to its features.

If you need more credits and features, you can choose from 4 pricing tiers:

  1. Starter: $149/mo
  2. Explorer: $349/mo
  3. Pro: $800/mo
  4. Enterprise: Custom pricing

You can try Clay out with a 14-day free trial of its Pro plan.

If you’re interested in using Clay for sales automation, you’ll have to go for the Pro or Enterprise plan, as they’re the only ones that offer automation features.

Pros & Cons

✅ Helps create personalized outreach sequences based on the data points it collects.

✅ Dynamic data enrichment process, with data collected from dozens of sources.

❌ Learning curve.

❌ Automation features available only on its highest tiers.

❌ Doesn’t have native email sequencing capabilities, meaning you need to connect it with an email outreach tool.

7. RB2B

Best for: Identifying US website visitors.

RB2B is a website traffic deanonymization platform that can reveal individuals who land on your website—provided they’re from the US.

If you run a US-based B2B business and want a tool that identifies both companies and individuals, then RB2B is a viable UserGems alternative.

Features

  • Pushes visitors’ LinkedIn profiles in your Slack as soon as it identifies them.
  • Lets you set up filters to drill down on high-value visitors.
  • It integrates with sales engagement platforms, allowing you to add identified visitors to automated outreach sequences.

Who is it for?

RB2B is best suited for smaller B2B teams whose target market is US-based and that need a simple solution for identifying website traffic.

Pricing

RB2B has a free forever plan with 200 monthly reveal credits that sends visitors’ profiles to Slack. However, that’s about everything it offers.

If you want more credits, you can upgrade to its paid plan, which starts at $119 per month and can go up to $1,149 per month if your website traffic has 8,001-10,000 visitors.

Plans for higher traffic volumes have custom prices.

Pros & Cons

✅ Unlimited users on the paid plan.

✅ Easy to use.

❌ Very limited functionality.

❌ Expensive for what it offers.

8. Boomerang

Best for: Tracking job change data in key accounts.

Similarly to UserGems, Boomerang tracks job change data and notifies you when a relevant change occurs in a profile that matches your ICP.

However, since its data undergoes two layers of verification, it’s more accurate than UserGems. It also has a few extra features that UserGems doesn’t, making it an overall better option for a similar use case.

Features

  • Monitors job changes in key profiles, from new hires to promotions and more, and helps you rank these signals by relevance.
  • Warm introductions discover connections with relevant stakeholders within your company network, allowing you to leverage them to build and nurture relationships more easily.
  • 1-click org chart creator for a visual overview of key champions, detractors, surging profiles, etc.

Who is it for?

Boomerang is best suited for users who want a more sophisticated version of UserGems.

Pricing

Boomerang doesn’t have a typical free trial. Instead, you can run a data test to see what it can do.

If you decide it suits you, you can subscribe to one of three plans:

  1. Revv Up: Starting at $10,000 per year for 10,000 contacts (if you need more, the price goes up)
  2. Cruise: Starting at $15,000 per year for 10,000 buying group members and 1,000 new hire accounts
  3. Enterprise+: 20% of annual subscription price

Account Tracking and Database Cleanup are add-ons, each starting at $10,000.

Pros & Cons

✅ User-friendly interface.

✅ Good data accuracy, data is verified by both ML engines and humans.

❌ Very expensive.

❌ Prone to bugs and glitches.

9. Keyplay

Best for: Uncovering high-value accounts.

Keyplay helps you find accounts that best fit into your ICP by letting you set up custom scoring and tracking systems.

This makes it a better option than UserGems for users dealing with specific markets or unique ICPs.

Features

  • Lets you set up custom ICP scoring based on the signals and criteria relevant to your business and target market.
  • Provides a wide range of advanced filters for highly specific searches, including recruiting velocity, industry categories, online presence, technographic, etc.
  • AI Lookalike helps you find potential leads that match your best-performing clients and deals.

Who is it for?

Account-based sales and marketing teams that need help finding ideal accounts and prioritizing the ones most likely to convert.

Pricing

Keyplay has a free forever plan that includes its basic features. Moreover, subscribing to the PeerSignal community lets you access a more limited number of records. 

If you need more records and additional features, you can upgrade to one of two paid plans:

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

Pros & Cons

✅ Advanced filtering options.

✅ Lets you track custom signals relevant to your ICP and business objectives.

❌ Offers only annual paid plans.

❌ Integrates with just two CRMs.

10. LeadIQ

Best for: Tracking sales signals in real-time and generating personalized emails based on relevant data.

LeadIQ is a B2B sales prospecting platform that goes beyond a generic contact database. It tracks relevant buying signals in key accounts, helping reps determine the best time to contact them.

It has a wider range of features than UserGems, paired with better data accuracy.

Features

  • Its database includes millions of verified profiles, emails, and mobile numbers collected from various sources.
  • Tracks real-time changes in important accounts, such as job changes, promotions, funding announcements, etc.
  • AI-powered email generator drafts personalized email copy based on LeadIQ's data on prospects.

Who is it for?

LeadIQ is best suited for smaller B2B teams that want to track important changes in high-value leads without spending a fortune.

Pricing

Lead IQ has a free forever plan that provides:

  • 20 verified work emails per week
  • 10 mobile phone numbers
  • 40 email generations per month
  • 10 accounts tracked

There are three paid plans for users who need more:

  1. Essential: $45 per user per month
  2. Pro: $89 per user per month
  3. Enterprise: Custom pricing, annual subscription only

Pros & Cons

✅ User-friendly.

✅ Chrome extension for 1-click LinkedIn prospecting.

❌ Emphasis on North America, limited European coverage.

❌ Some of its features, including contact tracking and Salesforce enrichment, are add-ons priced at $5,000 per year.

Next Steps: Find the Right Prospects With Warmly

So, which of these tools is the best for you?

Ultimately, only you can answer that question, as it depends on your unique needs, goals, and budget size.

The above information will help you make the right decision.

One thing is certain 👇

If you’re looking for a platform that can uncover the buying intent of businesses and individuals that have already shown interest in your product by surfing your website, then Warmly is your best choice.

The platform will detect high-intent leads, provide all the information you need to convert them, and enable you to engage with them while they’re still hot—all from a single point of control.

But why just take our word for it? Sign up for Warmly’s free plan and discover firsthand how it can fill your pipeline with qualified leads.

Or book a live demo to see it in action first.

Best 9 RocketReach Alternatives & Competitors in 2024

Best 9 RocketReach Alternatives & Competitors in 2024

Time to read

Alan Zhao

Although RocketReach is a solid lead intelligence platform, it doesn’t do the trick for everyone, urging users to search for RocketReach alternatives.

In this article, we’ll explore the 9 best RocketReach competitors to help you find the perfect solution for your specific use case.

We ensured that only the best options made it to our list by:

  • Testing dozens of RocketReach alternatives.
  • Interviewing their real-life users.
  • Going through software rating sites to get the hang of the general user experience for each platform.

As a result, we hand-picked the best-in-class RocketReach alternatives for different user types, needs, and budgets.

Before we delve into the top 9 list, let’s get a closer look into why users switch from RocketReach or avoid it altogether.

Why Look for a RocketReach Alternative?

RocketReach has a B2B contact database with 700M+ people and 60M+ companies, which makes it a viable solution for prospecting and obtaining essential lead intelligence.

The platform also offers a few handy features, such as:

  • Chrome extension for finding email addresses and other basic lead details in LinkedIn search results and company pages.
  • AI-powered recommendations that find lookalikes of the prospects you already searched for based on various criteria, helping you expand and scale your prospecting efforts.

However, there are quite a few downsides to RocketReach worth considering:

1. It’s expensive

One of the first things ex and current RocketReach users mention is the price, which makes the platform cost-prohibitive for smaller companies.

Source

Most users believe that its pricing is far too high given its offering, especially because:

  1. Its lowest tier reveals only email addresses, so you must upgrade to a more expensive plan for phone numbers.

Source

2. The platform offers limited functionality, with no sales automation or engagement features.

2. No outreach and lead engagement options

RocketReach can be used only for finding essential B2B lead info, as it offers no options for engaging leads or orchestrating sales processes.

Source

This can be a dealbreaker for many users, as most modern platforms include a wider set of functionality in their standard offering.

3. Data inaccuracies

Another common complaint is RocketReach’s data quality and accuracy.

Source

Numerous users reported issues with high email bounce, inaccurate phone numbers, and similar problems.

Source

And now, time for our curated list of the best RocketReach alternatives.

What Are the Best RocketReach Alternatives & Competitors in 2024?

1. Warmly - Reveals, enriches, and converts website visitors.

2. Apollo - Sales intelligence and engagement platform.

3. Lead411 - B2B database that runs data through several layers of verification.

4. UpLead - B2B contact database with real-time email verification.

5. Cognism - Sales intelligence platform with international data coverage.

6. Keyplay - Lets you build targeted lead lists through custom filtering and lead scoring.

7. Hunter - All-in-one email outreach platform.

8. Adapt - Advanced industry-based filtering for vertical-specific prospecting.

9. Kaspr - Chrome extension for LinkedIn prospecting.

1. Warmly 

Disclaimer: Although Warmly is our platform, we reviewed it objectively, just like all other RocketReach alternatives. Warmly made it to our list because some of our customers have switched to our solution from RocketReach, which is why we’re confident at least some of you will find it to be a match as well.

Warmly is a revenue orchestration platform that reveals website visitors, detects those most likely to buy right now, and provides options for engaging them while they’re still hot.

Three features in particular make Warmly a strong RocketReach competitor:

Feature #1: Reveals website intent

Warmly identifies anonymous website visitors at both company and individual level, uncovering businesses as well as individual stakeholders that landed on your website.

Pasting a piece of Warmly’s code into your website is all it takes. The platform will start revealing potential leads in minutes.

Once Warmly identifies a website visitor, it pulls all the relevant information on them, providing you with a complete data profile, including:

  • Contact details (company names, phone numbers, email addresses, job titles, LinkedIn profiles, etc.).
  • Firmographic data (industry, size, employee count, location, and other company details).
  • Technographic data (software tools and technology a company uses).
  • CRM data (ongoing and closed deals, account owners, previous interactions with your sales professionals, etc.).
  • SEP data (engagement with other sales and marketing campaigns, chatbot interactions, etc.).

However, Warmly is more than a website traffic deanonymization platform - it also uncovers visitors’ buyer intent.

The tool tracks buying signals your visitors left on your website and other places on the web, delivering a complete picture of their readiness to buy.

The insights Warmly provides include:

1 - Web session details, such as:

  • Pages they visited, with a focus on high-intent pages (e.g., pricing, specific features, comparison with competitors, etc.).
  • Time spent on each page.
  • The content they downloaded (such as whitepapers, playbooks, etc.) or forms they filled out.
  • High-intent questions they asked the chatbot.

2 - Details of their customer journey across the web, including:

  • Recently researched topics.
  • Job change intent.
  • Visits to competitors’ websites.
  • Interactions with ads and social media posts.

All this data combined lets you understand who your hottest leads are right now and provides you with all the information you need to craft a personalized approach.

Feature #2: Automated outreach

Unlike RocketReach, Warmly provides several options for streamlining essential sales processes, including:

1. Orchestrator

Warmly’s Orchestrator is used to put prospecting and outreach on autopilot.

It automatically adds website visitors that match the criteria you set up in automated LinkedIn and/or email sequences.

Building workflows with the Orchestrator is easy, as all you have to do is follow through several steps:

  1. Set up the workflow trigger (e.g., a lead lands on a high-intent page).
  2. Choose which companies you want to target (you can filter them by size, industry, deal stage, etc.).
  3. Specify which stakeholders you want to target from each company (filter by role, seniority, etc.)
  4. Decide which action the Orchestrator should take (send a personalized email, connect with them on LinkedIn, send a LinkedIn DM).

2. AI Chat

AI Chat will automatically engage your website visitors by firing a contextual message.

This way, you’ll ensure that no potential leads fall through the cracks just because no sales rep was available to take care of them at the right time.

You can instruct it to:

  1. Engage all website visitors.
  2. Only visitors that land on high-intent pages or match other relevant criteria.

In addition to chatting leads up, the AI Chat can also:

  • Answer their questions.
  • Book meetings.
  • Offer collaterals like case studies, playbooks, interactive product tours, etc.

Having AI Chat to engage website visitors lets your sales reps focus only on matters that demand their attention, such as nurturing hot leads and closing more deals.

3. Lead routing

Finally, Warmly lets you automate lead routing to ensure that every valuable lead is assigned to the most appropriate sales rep.

You can set up Slack notifications that will alert a specific rep based on the criteria you specify whenever:

  • A high-intent lead or lead that matches your ICP lands on your website.
  • A lead asks a high-intent question in the chatbot or requires to speak with an actual human.
  • A website visitor takes any other relevant action that qualifies them as a potentially warm lead.

The rep can take it from there, engaging leads via one of Warmly’s live engagement features.

Feature #3: Live engagement

Although automation can efficiently handle quite a few sales processes, it can’t replace the good old human touch when it comes to especially delicate operations such as lead nurturing and conversion.

This is why Warmly lets you engage leads straight from your website via:

  1. Text chat.
  2. Live video call.

In the “Warm Calls” section of Warmly’s dashboard, you’ll find all the visitors surfing your website in real-time.

Clicking on a visitor will reveal their enriched profile (B2B information and intent data) and let you tune into their web session and monitor how they interact with your website.

Once reps assess that a visitor is qualified enough, they can:

  1. Send a personalized chat message, making it clear that they’re a real human.
  2. Initiate a video call.

Check out our Warm Calls best practices to ensure high response rates.

Pricing

Warmly offers a free forever plan that lets you reveal up to 500 people and companies visiting your website. It’s the perfect plan for getting a taste of one of the platform’s essential features.

If you expect higher traffic volumes and need additional features, you can upgrade to one of three premium tiers:

  1. Startup: $700/mo, includes 3 users, up to 10,000 monthly visitors.
  2. Business: From $1,440 to $1,740 per month, depending on the number of visitors you expect to have. It includes 10 seats.
  3. Enterprise: Custom plan. Created for users with an estimated traffic of 100,000+ visitors per month who need more customization. Includes 20 seats, advanced AI personalization, custom integrations, etc.

Note: All paid plans provide access to all of Warmly’s features and include deep integrations with data tools such as Clearbit, Bombora, and 6Sense, allowing you to get a bundle of products at the price of one.

Integrations 

Warmly integrates with OpenAI and most modern SEP and CRM software, in addition to the data solutions mentioned above, allowing it to easily fit into any business’s tech stack.

How does Warmly compare to RocketReach?

RocketReach focuses on one use case.

Warmly is a more versatile solution that helps you manage the entire sales pipeline - from lead generation and initial outreach to lead engagement and conversion.

Also, it’s worth noting that RocketReach charges a hefty price considering its offering and keeps its best features behind a paywall.

Warmly, on the other hand, includes all features in every pricing tier, allowing businesses of all sizes to make the most of its capabilities.

Furthermore, while Warmly reveals website-generated leads and provides accurate B2B contact information paired with first and third-party intent data, RocketReach delivers only third-party intent and essential B2B data with varying accuracy rates.

Finally, RocketReach’s Chrome extension and static B2B database make it a better option than Warmly if you’re looking for a solution that can help you handle prospecting on multiple web channels (LinkedIn and company websites).

However, if you want a more complete sales solution optimized for enhancing website lead generation and conversions, then Warmly is your best pick.

Sounds like you? Sign up for Warmly’s free plan and try it out for size.

Pros & Cons

✅ Identifies companies and individuals visiting your website.

✅ Enriches each identified lead with detailed B2B intelligence.

✅ Reveals buying intent data.

✅ Sales engagement and orchestration options.

✅ Includes all features in all paid plans.

✅ Integrates with several lead and sales intelligence solutions, enabling you to get a bundle of products at the price of one.

❌ Only annual pricing options.

❌ No static B2B database.

2. Apollo 

Best for: Managing the entire sales funnel.

Apollo is a B2B sales intelligence and engagement platform with a vast B2B contact database.

It boasts a wide range of features for streamlining various sales processes, from prospect engagement to booking meetings, making it a good RocketReach alternative for more advanced users.

Features

Apollo.io, a full-stack sales tech platform, bags $100M at a $1.6B  valuation | Medial
  • B2B database with 275M contacts and 73M companies with solid international coverage.
  • Robust analytics dashboards and reports for tracking sales performance.
  • Lets you create automated and semiautomated outreach sequences across email, LinkedIn, and phone.

Who is it for?

Sales teams that want to handle the entire sales cycle from a single platform.

Pricing

Apollo has a free forever plan that includes unlimited email finder credits, 5 phone number credits, and 10 contact export credits.

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

Professional and Basic plans offer a 14-day free trial.

Pros & Cons

✅ Strong filtering and overall prospecting capabilities.

✅ Versatile functionality.

❌ Dual credit system (one credit is spent for revealing an email address and another for the phone number of the same contact), meaning the costs can easily add up.

❌ Issues with finding accurate phone numbers.

3. Lead411 

Best for: Getting verified and up-to-date B2B contact data.

Lead411 is a B2B sales leads database that stands out from similar platforms due to its multi-step data verification that ensures high accuracy rates.

It provides good value for money compared to RocketReach and is one of the more affordable solutions on our list.

Features

  • Triple-verifies each data point, running it through its algorithm, AI engine, and human verification process and reverifies the entire database every 90 days.
  • Lead scoring that leverages growth intent data enables you to quickly find and prioritize high-intent accounts that match your ICP.
  • Lets you create multichannel outreach sequences.

Who is it for?

Smaller businesses and startups that need a good B2B database and solid outreach features but don’t want to break the bank.

Pricing

Lead411 has a 7-day free trial with 50 data exports.

Once it expires, you can upgrade to one of two plans:

  1. Basic Plus Unlimited: $99 per user per month
  2. Enterprise Limited: Custom pricing

You’ll get a few extra options if you opt for annual billing. In addition to getting a discount on the Basic Plus Unlimited Plan, you can also subscribe to:

  1. Pro with Bombora Intent: Custom pricing 
  2. Unlimited: Custom pricing

While all of Lead411’s plans include a decent range of features, if you want the most advanced functionality, such as Bombora intent data or automatic CRM enrichment, you’ll have to subscribe to one of its highest tiers.

Pros & Cons

✅ Good data accuracy.

✅ User-friendly interface.

❌ Limited filtering capabilities.

❌ Regions apart from the US, Canada, and EU are poorly covered.

4. UpLead 

Best for: Verifying email addresses in real-time.

UpLead is a B2B database that finds and verifies email addresses in real-time, providing higher accuracy rates than RocketReach.

It also has a Chrome extension that allows users to find contact data on LinkedIn and B2B websites.

Features

  • Tracks 155M+ individual contacts and 16M+ company profiles.
  • Real-time email address verification to ensure you’ll get only accurate addresses.
  • Data enrichment with 50+ relevant B2B attributes.

Who is it for?

Sales teams that need a large database of verified email addresses.

Pricing

UpLead has a 7-day free trial with 5 credits for revealing a contact or exporting it.

After the trial expires, there are 3 plans to choose from:

  1. Essentials: $99 per user per month with 170 monthly credits
  2. Plus: $199 per user per month with 400 monthly credits
  3. Professional: Custom pricing

Since the paid plans offer limited reveal/export credits, you’ll probably have to buy more. One extra credit costs $0.60 per credit on the Essentials plan and $0.50 on the Plus plan.

Pros & Cons

✅ One credit unlocks both the email address and the phone number of an account, so you won’t have to spend two to reveal the entire contact profile.

✅ Tracks 16,000 technology data points, providing deep insights into a company’s tech stack.

❌ The best features, such as buyer intent data and advanced filtering, are available only on the Professional plan.

❌ Limited international coverage.

5. Cognism 

Best for: Finding B2B data for international contacts.

Cognism is a sales intelligence platform with a solid database of GDPR-compliant data.

Cognism might be the best RocketReach alternative in the contact data provider category if you aim to cover international markets.

Features

  • B2B database with 70M verified mobile phone numbers (47 million cell phone numbers in the US alone) and global data coverage.
  • Provides phone-verified mobile numbers for best accuracy in some of its data packages.
  • Several CRM enrichment options for keeping your data accurate and up-to-date.

Who is it for?

Larger businesses that run sales operations across borders.

Pricing

Cognism doesn’t have one-size-fits-all pricing packages. Instead, the price is tailored to each customer’s needs.

However, there are several things we can tell you about the price:

  • There are two types of data to choose from: Platinum and Diamond, with the latter being more accurate as it goes through several verification layers.
  • Each plan has a flat platform fee that includes support, maintenance, onboarding, and initial setup. 

For more details, it’s best to contact its sales team.

Pros & Cons

✅ Global data coverage with high matching rates.

✅ More verified phone numbers than most B2B contact data providers.

❌ Opaque pricing.

❌ You need a more advanced data package to access phone-verified phone numbers.

6. Keyplay 

Best for: Finding companies that fit your ICP by setting up custom scoring and qualification systems.

Keyplay is best known for enabling users to create custom lead scoring and qualification models without using code.

This makes it an ideal RocketReach alternative for building highly targeted lead lists and prioritizing surging accounts.

Features

  • AI Lookalike helps you find potential leads that match your best-performing clients and deals.
  • Provides a wide range of advanced filters for highly specific searches, including online presence, tech stack, recruiting velocity, industry categories, etc.
  • Enables you to define your unique ICP scoring based on the signals and criteria relevant to your business and target market.

Who is it for?

Account-based sales and marketing teams that need to discover ideal accounts and prioritize the ones most likely to convert.

Pricing

Keyplay has a free forever plan that provides access to its basic features. Moreover, subscribing to the PeerSignal community lets you access a more limited number of records. 

If you need more records and additional features, you can upgrade to one of two paid plans:

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

Pros & Cons

✅ Advanced filtering options.

✅ Lets you track custom signals relevant to your ICP and business objectives.

✅ Enables you to create custom ICP scoring systems to easily identify matching companies.

❌ Offers only annual paid plans.

❌ Integrates with just two CRMs.

7. Hunter 

Best for: Finding email addresses and automating email outreach.

Hunter helps you find verified B2B email addresses and lets you set up email cadences that run on autopilot.

Its solid accuracy rates and automated outreach options make it a good alternative to RocketReach.

Features

  • Lets you find qualified leads in its database by applying your ICP attributes.
  • Domain Search allows you to find who to contact within a company by unearthing publicly available email addresses of key stakeholders.
  • Enables you to create, personalize, schedule, and send targeted email campaigns on scale.

Who is it for?

B2B sales and marketing teams that mostly rely on cold email outreach to find leads.

Pricing

Hunter has a free plan with 25 email search credits and 50 verification credits.

If you need more than that, you can subscribe to one of three paid plans:

  1. Starter: €49 per month, includes 3 email accounts, additional account is €10/mo
  2. Growth: €149 per month, includes 10 email accounts, additional account is €10/mo
  3. Business: €499 per month, includes 20 email accounts, additional account is €10/mo

The plans differ in the number of email search and verification credits and the number of prospects you can include per campaign.

Pros & Cons

✅ Easy to use.

✅ Provides an all-in-one email solution in a single platform.

❌ Limited functionality and use cases.

❌ The costs can quickly skyrocket, especially for bigger teams.

8. Adapt 

Best for: Precision targeting of companies within a specific industry.

Adapt lets you run company searches based on their industry and helps you identify high-growth companies by revealing key growth signals.

It’s a good RocketReach alternative if your ideal prospects are in a niche vertical.

Features

  • Tracks more than 3,000 industries and has a B2B database with 250M+ verified contacts.
  • Enriches data with 50+ B2B attributes.
  • Advanced filtering for targeted prospecting, including funding insights, job change alerts, etc.

Who is it for?

Teams that need to drill down on leads in specific verticals.

Pricing

Adapt has a free plan with 25 email credits, 25 enrichment credits, and 25 contacts per day.

For more credits and features, you can sign up for one of three plans:

  1. Starter: $49 per month
  2. Basic: $99 per month 
  3. Custom: Custom pricing

Pros & Cons

✅ Robust technographic filters.

✅ User-friendly interface.

❌ Phone credits available only on the two most expensive plans.

❌ No outreach and engagement options.

9. Kaspr

Best for: Simple and affordable LinkedIn prospecting.

Kaspr is a Chrome extension built to retrieve contact info from LinkedIn.

It also offers options for connecting and engaging prospects from its dashboard, giving it an edge over RocketReach.

Features

  • Has a solid database of verified emails and phone numbers (500M+).
  • Scrapes prospect data from anywhere on LinkedIn (search results, groups, posts, etc.).
  • Enables automating LinkedIn outreach, including sending connection requests and personalized DMs.

Who is it for?

Small B2B sales teams whose main prospecting channel is LinkedIn.

Pricing

Kaspr has a free forever plan with:

  • Unlimited email credits
  • 5 phone credits
  • 5 direct email credits, and
  • 10 export credits

It has three plans for users who want more:

  1. Starter: Starting at $49/user/mo
  2. Business: Starting at $79/user/mo
  3. Organization: Starting at $99/user/mo

Every plan includes unlimited B2B email discovery, but there are differences in the number of direct email, phone number, and export credits. 

The plans also differ in features and customization options.

All plans are annual.

Pros & Cons

✅ User-friendly interface.

✅ Easily integrated with CRM tools.

❌ Can get your LinkedIn account flagged and suspended for suspicious activity.

❌ Limited to LinkedIn-based prospecting and lead generation.

Next Steps: Choose the Ideal RocketReach Alternative for Your Use Case

Every platform on our list is there for a reason, as they’re all good at what they do.

However, as shown above, each has a specific use case at which it excels, so it’s best to focus on platforms that:

  1. Are geared toward your outreach channel or specific target market.
  2. Offer the tools you need the most for your use case.

If your website is your primary lead generation channel, look no further than Warmly - the solution built to discover qualified leads on your website and help you convert them.

The best way to find out if Warmly is right for you?

Sign up for its free plan and take it for a test ride - no strings attached.

Or, if you’d like to see it in live action first, book a personalized demo with our team.

Best 12 Lead Intelligence Software in 2024

Best 12 Lead Intelligence Software in 2024

Time to read

Alan Zhao

If you want to crush your lead generation goals, there are several questions you need to answer:

  1. Who are your leads?
  2. What problems are they looking to solve?
  3. Where can you find them?
  4. How can you contact them?
  5. When is the best time to reach out?

However, this is no easy task, given that everyone competes to get your leads’ attention on every channel.

This is exactly why you need lead intelligence software. It can help answer all these questions quickly and accurately, allowing you to run high-performing lead-generation campaigns at scale.

We researched and tested dozens of lead intelligence platforms firsthand, interviewed real users, and reviewed user reviews on reputable software rating sites, resulting in this detailed list of the 12 best lead intelligence software.

But first, let’s look at some factors you should consider when deciding.

What Makes a Good Lead Intelligence Tool?

🏆 Is the data high-quality and accurate?

This one’s a no-brainer - the whole point of getting a lead intelligence tool is to access relevant, accurate, and up-to-date data on your leads.

Look for tools with high accuracy, matching rates, and regular data updates for the best results.

🏆 Are features complementing your stack?

Some are designed for highly specific use cases and target markets, while others provide more versatile possibilities.

Evaluate each tool you consider against your unique needs to find the best match.

🏆 Will Sales love it or hate it?

Sales and marketing people use lead intelligence software.

By default, they’re not the most technical user type, so try to find a tool that won’t require months of training and frequent sessions with its customer support team later.

🏆 Can cost scale without surprises?

Does the lead intelligence tool you’re interested in have transparent pricing? 

Does it include all its features in its regular pricing packages, or do you have to pay extra for add-ons?

How do costs scale when higher volumes?

These questions can help you determine whether a lead intelligence platform is worth it.

🏆 Does it play well with others? 

Make sure that the tool you choose fits in well with your existing tech stack and has the out-of-the-box integrations you need to get going.

What Is the Best Lead Intelligence Software in 2024?

1. Warmly - Reveals leads on your website and enriches them with B2B and intent data.

2. Clay - Waterfall lead enrichment

3. Zoominfo & Apollo.io - All-in-one sales platforms with large B2B databases.

4. Bombora - Intent data provider.

5. 6Sense - Identifies accounts most likely to convert right now.

6. Clearbit - HubSpot native lead intelligence data provider.

7. Cognism - Lead and sales intelligence solution with international data coverage.

8. Dealfront - B2B database and website traffic tracking platform built for the European market.

9. LeadIQ - B2B prospecting and lead intelligence solution that tracks key leads and data in real time.

10. BuiltWith - Provides technographic lead intelligence.

11. CrystalKnows - Analyzes leads’ personality profiles, allowing you to create tailored sales strategies.

1. Warmly

Disclaimer: Although Warmly is our solution, we reviewed it as objectively as any other lead intelligence platform on our list. We included it here because we’re confident it will be the perfect match for some of you.

Warmly is a website traffic deanonymization platform that goes beyond just revealing the companies that land on your website.

It enriches all identified visitors - companies and individuals alike - with granular data that lets you recognize who your hottest leads are right now.

The signal-based revenue orchestration platform also enables you to automate outreach, prospecting, and lead engagement by leveraging the buying signals and data it picked up.

However, three features stand out the most in the context of lead intelligence.

Feature #1: Identifies website visitors

Your company website is a potentially rich source of qualified leads, as it’s likely that the individuals and businesses visiting it are interested in your offering.

Warmly lets you tap into that lead pool by identifying website visitors.

Unlike similar software, Warmly uncovers both companies and individuals, revealing the name and LinkedIn contact of actual stakeholders.

Just paste a snippet of Warmly’s code into your website to start revealing website visitors, and watch as the platform identifies anonymous visitors in minutes.

Pro tip: Add Warmly’s code snippet to email campaigns to track leads that come to your website through them. This improves marketing attribution and lets you identify warm leads more easily.

Feature #2: Enriches visitors with B2B intelligence

Warmly provides essential B2B intelligence on each identified visitor, including:

  1. Contact details (company names, phone numbers, email addresses, job titles, LinkedIn profiles, etc.).
  2. Firmographic data (industry, size, employee count, location, and other company details).
  3. Technographic data (software tools and technology a company uses).
  4. CRM data (ongoing and closed deals, account owners, previous interactions with your sales professionals, etc.).
  5. SEP data (engagement with other sales and marketing campaigns, chatbot interactions, etc.).

With this data at hand, you’ll be able to:

  • Contact leads.
  • Identify buying committees and key stakeholders.
  • Assess how well your solution fits in with the technology the lead is already using.
  • Tailor your approach based on previous interactions.

Feature #3: Reveals buying intent data

In addition to B2B intelligence, Warmly uncovers buyer intent insights that tell you who your hottest leads are right now.

It reveals two types of buyer intent data:

➡️ ‎ First-party intent data (buying signals coming from leads’ interactions with your website) that includes:

  • Pages they visited, with a focus on high-intent pages (e.g., pricing, specific features, comparison with competitors, etc.).
  • Time spent on each page.
  • The content they downloaded (such as whitepapers, playbooks, etc.) or forms they filled out.
  • High-intent questions they asked the chatbot.

➡️ ‎ Third-party intent data (buying signals they left on other places on the web), such as:

  • Recently researched topics.
  • Job change intent.
  • Visits to competitors’ websites.
  • Interactions with ads and social media posts.

Such actionable lead intelligence can significantly improve your conversion rates by enabling sales reps to:

  • Identify leads most likely to buy at this moment.
  • Personalize their approach using the data Warmly revealed.
  • Find the perfect time to reach out to specific leads.

Pricing

Warmly offers a free forever plan that lets you reveal up to 500 people and companies visiting your website. 

If you expect higher traffic volumes and need more functionality, you can upgrade to one of three paid options:

  1. Startup: $700/mo, includes 3 users, up to 10,000 monthly visitors.
  2. Business: From $1,440 to $1,740 per month, depending on the number of visitors you expect to have. It includes 10 seats.
  3. Enterprise: Custom plan. Created for users with an estimated traffic of 100,000+ visitors per month who need more customization. Includes 20 seats, advanced AI personalization, custom integrations, etc.

Note: All paid plans provide access to all of Warmly’s features and include deep integrations with lead intelligence tools such as Clearbit, Bombora, and 6Sense, allowing you to get a bundle of products at the price of one.

Integrations 

Warmly integrates with OpenAI and most modern SEP and CRM software, in addition to the data solutions we mentioned above.

As a result, Warmly will easily fit into various tech stacks.

Pros & Cons

✅ Identifies companies and individuals visiting your website.

✅ Enriches each identified lead with detailed B2B intelligence.

✅ Reveals buying intent data.

✅ Sales engagement and orchestration options.

✅ Includes all features in all paid plans.

✅ Integrates with several lead and sales intelligence solutions, enabling you to get a bundle of products at the price of one.

❌ Only annual pricing options.

2. Clay

Best for: Dynamic lead enrichment.

Clay is a waterfall data enrichment solution that collects and cross-references data from 50+ sources, providing high accuracy rates.

It can be used to find B2B contact data as well as other relevant data attributes, such as tech stacks, job openings, etc.

Features

  • Provides multiple data waterfalls for looking up various data across sources, such as contact information, company news, industry, leads’ social media profiles, etc.
  • Artificial Intelligence-powered web scraper Claygent that you can train to do detailed lead research anywhere on the web.
  • Automatic CRM enrichment.

Who is it for?

Clay is best suited for GTM leaders and revenue teams that need accurate B2B contact data and other types of lead intelligence.

Pricing

Clay has a free forever plan that provides 90 monthly search credits and limited access to its essential features.

If you need more, you can choose from 4 paid plans:

  1. Starter: $149-$229/mo
  2. Explorer: $349-$699/mo
  3. Pro: $800-$2,000/mo
  4. Enterprise: Custom pricing

A 14-day free trial lets you try Clay’s Pro plan.

Pros & Cons

✅ Compares data from dozens of sources to find the right match, ensuring high accuracy rates.

✅ Solid number of CRM integrations.

❌ Complex user interface, not suitable for sales and marketing reps.

❌ The costs can add up quickly.

3. Zoominfo & Apollo

Best for: Getting lead intelligence and options for managing the entire sales cycle.

Both Zoominfo and Apollo are popular sales tools best known for their massive B2B contact database and a wide range of sales pipeline management options.

This is why we chose to showcase them together. They’re fairly similar, and it's just a matter of nuances deciding which is better for you.

Apollo and Zoominfo are good choices if you’re looking for a solution that offers lead intelligence, sales engagement, and automation.

Features

Zoominfo

  • Large B2B databases with over 260M professional and 100M company profiles and 135M verified phone numbers.
  • Identifies companies visiting your website.
  • Tracks buying intent signals, such as researched topics and keywords relevant to your business.

Apollo

Apollo.io, a full-stack sales tech platform, bags $100M at a $1.6B  valuation | Medial
  • B2B database with 275M contacts and 73M companies and solid international coverage.
  • Versatile filtering options to drill down on leads who match your Ideal Customer Profile the best.
  • Apollo Chrome extension for unearthing lead intelligence anywhere on the web.

Who are they for?

Both solutions are best suited for medium-sized and large businesses looking for vast B2B databases and versatile functionality that lets them handle the entire sales process from a single platform. 

Pricing

Zoominfo has separate plans for Sales, Marketing, and Talent teams.

No prices are disclosed, so you’ll have to contact its sales team for a custom quote.

The final price depends on:

  • Features and functionality you need.
  • Number of licenses.
  • Credit usage.
  • Other factors.

On the other hand, Apollo has a free forever plan that includes unlimited email finder credits, 5 phone number credits, and 10 contact export credits.

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

Professional and Basic plans come with a 14-day free trial.

Pros & Cons

✅ Both platforms have large B2B databases with good matching rates.

✅ Both offer a wide range of features for sales management across levels.

❌ Both are expensive. (Apollo has a dual credit system, meaning you spend one credit for revealing an email address and another for getting a phone number).

❌ Zoominfo doesn’t cover regions other than North America well and can’t identify individual-level website visitors.

❌ Apollo has issues with finding accurate phone numbers.

4. Bombora

Best for: Revealing buying intent signals across the web.

Bombora is an intent data provider that tracks leads’ digital journeys across 5,000+ B2B websites to help you understand what they’re looking for and how ready they are to convert.

Many platforms, like Warmly, embed Bombora to provide their clients with quality intent data combined with their native capabilities for the best results.

Features

  • Tracks more than 5,000 premium B2B websites, 86% of which are exclusively covered by Bombora.
  • Market Insights that visualizes the intent data the platform revealed, delivering actionable and easy-to-navigate intelligence reports.
  • Identifies and tracks 15,000+ B2B intent topics.

Who is it for?

Businesses of various sizes that want to make data-driven sales decisions by being enabled to recognize and prioritize the hottest leads easily.

Pricing

Bombora chose not to publish prices or details about its packages.

You can request a demo or contact its sales for more details.

Note: Integration with Bombora is included in all of Warmly’s paid plans.

Pros & Cons

✅ Tracks a wide range of intent topics and has high accuracy rates.

✅ Robust integrations with numerous sales and marketing tools.

❌ Its reports are somewhat unintuitive.

❌ Judging by user reviews, it’s expensive, especially for smaller teams.

5. 6Sense

Best for: Building highly-targeted data-driven lead lists.

6Sense provides a vast database of B2B contact data in addition to collecting intent data.

This combination makes it ideal for creating lead lists, uncovering accounts that exhibit the most interest in your offering, and tailoring your sales efforts accordingly.

Features

  • Tracks 65M+ companies, 600M+ buyer profiles, and 35K+ technologies.
  • Detects website intent and connects it with the rest of the visitor’s customer journey online, enabling you to recognize leads most likely to convert based on their level of intent.
  • Predictive analytics identifies the leads most likely to convert right now.

Who is it for?

Sales, GTM, and account-based marketing teams that need to accurately identify the hottest leads and figure out the best way to convert them.

Pricing

6Sense has a free plan with 50 credits for accessing its database and limited functionality.

You can upgrade to one of three plans for additional features:

  1. Team
  2. Growth
  3. Enterprise

6Sense doesn’t disclose prices for any of the plans.

Note: 6Sense is one of the data solutions included in Warmly’s premium plans.

Pros & Cons

✅ Has advertising capabilities, letting you build targeting and retargeting campaigns based on its intent data.

✅ Insightful and actionable data.

❌ Unintuitive interface.

❌ Expensive.

6. Clearbit

Best for: HubSpot data enrichment.

Clearbit is a real-time data enrichment tool that pulls data from over 250 proprietary and external sources and translates it into 90+ B2B attributes for individual and company profiles.

Since HubSpot acquired it last year, some of its features have been discontinued, and the data solution has become primarily geared toward HubSpot lead and data enrichment.

Features

  • Real-time data enrichment with over 100 B2B attributes aggregated from 250+ data sources, providing an in-depth view of leads’ vital data.
  • Automatically refreshes HubSpot records as soon as a relevant data change occurs.
  • Instant lead scoring and routing thanks to granular industry categorization, corporate hierarchies, job roles, seniority tags, etc.

Who is it for?

Clearbit is a good option for HubSpot users who need detailed lead intelligence and want to keep their CRM data fresh and accurate.

Also, if you want to improve a SaaS product by embedding a rich B2B database, Clearbit might be a good choice because it can be white-labeled. 

Pricing

Clearbit doesn’t disclose prices, meaning you’ll have to contact its team for accurate pricing details.

The volume-based plan can include add-on packages like Forms, Advertising, and Capture. (The add-ons are probably charged extra).

Remember that Warmly's pricing tiers include access to Clearbit’s vast B2B contact and intent data database.

Pros & Cons

✅ Accurate data.

✅ Integrates with various platforms and CRMs.

✅ User-friendly.

❌ Opaque pricing.

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

❌ Uncertain future as part of the HubSpot family.

7. Cognism

Best for: Uncovering intelligence on international leads.

Cognism is best known for its large B2B database with good international coverage.

If your business operates internationally, Cognism might be a good choice for gathering relevant lead data.

Features

  • B2B database with 70M verified mobile phone numbers (47 million cell phone numbers in the US alone) and global data coverage.
  • Offers phone-verified mobile numbers in some of its packages, ensuring 100% accuracy.
  • Chrome extension for pulling lead intelligence from LinkedIn and LinkedIn Sales Navigator search results.

Who is it for?

Large teams that run sales and marketing operations on an international market.

Pricing

Cognism doesn’t have one-size-fits-all pricing packages. Instead, the price is tailored to each customer’s needs.

However, there are several things we do know regarding the price packages:

  • There are two types of data to choose from: Platinum and Diamond, with the latter being more accurate as it goes through several verification layers.
  • The price comes with a flat platform fee that includes support, maintenance, onboarding, and initial setup. 

For more details, it’s best to contact its sales team.

Pros & Cons

✅ Global data coverage with high matching rates.

✅ Chrome extension for LinkedIn sales prospecting.

✅ More verified phone numbers than most lead intelligence tools.

❌ Complex pricing.

❌ Phone-verified mobile numbers are available only on its most expensive data package.

8. Dealfront

Best for: Finding relevant lead intelligence for European-based leads.

Dealfront is a B2B lead intelligence tool built for sales and marketing teams focused on the European market.

The platform was born through the merger of Echobot (sales intelligence software) and Leadfeeder (website visitor identification software), combining their key features into a single solution.

Features

  • Provides data on 40M+ companies and 180M+ contacts, with 30M+ companies and 83M+ contacts in Europe alone.
  • In-depth data from specific European regions, such as DACH, Benelux, Nordics, etc.
  • Lets you set up alerts to follow relevant changes in key leads’ profiles, such as changes in management, increases in employee count, mergers and acquisitions, etc.

Who is it for?

Sales and marketing teams whose leads are mostly located in Europe. 

Pricing

Dealfront has separate pricing for its sales intelligence and website traffic deanonymization.

Its sales intelligence plan does not have flat fees, so you’ll need to contact its team for precise pricing details.

When it comes to website visitor identification, there’s a limited free plan that only lets you identify up to 100 anonymous website visitors per month, omitting all other Dealfront features.

The paid plan starts at €99 per month, with the final price depending on the number of identified companies.

You also get 25 free credits for revealing contact details like email addresses and phone numbers. If you exceed the limit, you’ll pay extra.

The website visitor identification plan has a 14-day free trial.

Pros & Cons

✅ Solid international coverage.

✅ GDPR-compliant data.

❌ Separate and non-transparent pricing plans for sales intelligence and website visitor identification.

❌ Users report frequent inaccuracies with its website traffic deanonymization.

9. LeadIQ

Best for: Tracking high-value leads and potential sales triggers in real-time.

LeadIQ is a B2B lead intelligence platform that tracks buying signals and sales-relevant changes in your key leads’ accounts.

It has a solid range of CRM integrations, enabling seamless record enrichment.

Features

  • Covers millions of verified profiles, emails, and mobile numbers aggregated from various sources.
  • Lets you track real-time insights and changes in important prospects’ profiles, such as job changes, promotions, etc.
  • Chrome extension for 1-click LinkedIn prospecting.

Who is it for?

LeadIQ is geared toward smaller B2B teams looking to track buying signals and relevant account changes in real-time,and enrich their CRMs on autopilot.

Pricing

Lead IQ has a free forever plan that provides:

  • 20 verified work emails per week
  • 10 mobile phone numbers
  • 40 email generations per month
  • 10 accounts tracked

There are three paid plans for users who need more:

  1. Essential: $45 per user per month
  2. Pro: $89 per user per month
  3. Enterprise: Custom pricing, annual subscription only

Pros & Cons

✅ User-friendly interface.

✅ Lets you monitor relevant changes and other important factors, allowing you to pounce on leads while they’re still hot.

❌ Emphasis on North America, limited European coverage.

❌ Contact tracking is an add-on whose price starts at $5,000 per year.

10. BuiltWith

Best for: Finding out what tools and technology a lead uses.

BuiltWith reveals “what websites are built with,” i.e., provides deep insights into a company’s tech stack.

As a result, you’ll be able to find ICPs more easily and adjust your sales and marketing efforts based on what you know of each lead.

Features

  • Tracks 100,000+ web technologies and 670M+ websites, providing valuable insights into which sites use shopping carts, hosting, etc.
  • Lets you search for potential customers by applying various filters relevant to your business, such as specific keywords used on their website, industry, technology, revenue, and more.
  • Helps you find higher-quality leads by identifying B2B companies that use technologies similar to your best-performing records or companies that might benefit from your product.

Who is it for?

Given its wide range of features geared toward e-commerce, BuiltWith is best suited for e-commerce businesses looking to improve their lead generation process.

However, since the platform offers nuanced technology-based filtering, it can also be used by companies operating in a specific niche or offering a highly unique product.

Pricing

BuiltWith doesn’t have a free trial or a plan, meaning you have to subscribe to one of its three plans from the start:

  1. Basic: $295/mo
  2. Pro: $495/mo
  3. Team: $995/mo

Pros & Cons

✅ Solid data accuracy.

✅ Delivers a nearly 360-degree view of a company’s technology stack.

❌ Its most affordable plan is very limited, pushing you to upgrade.

❌ Limited to technographic data only.

11. CrystalKnows

Best for: Leveraging personality data to find quality leads, landing more qualified meetings, and getting more conversions.

CrystalKnows analyzes publicly available data points across the web to assess potential customers’ personality traits.

It provides insights into a person’s tolerance to risk, preferred way of communication, and more, allowing you to tailor your approach accordingly.

Features

  • Identifies your leads' personality and communication style, letting you understand what strategy and approach work best, the tone of voice, and even specific words you should use, etc.
  • Lets you build marketing segments based on personality traits, ensuring that your campaigns will resonate with your target audience without exception.
  • Chrome extension for uncovering personality insights while you surf LinkedIn.

Who is it for?

Can be used by sales and marketing teams of various sizes to create better-targeted and personalized experiences for potential customers.

It’s also suitable for internal use, as HR departments and team leaders use it to create best-performing teams.

Pricing

CrystalKnows offers a free trial with 5 profile credits and 5 assessments.

Once you spend those credits, you can upgrade to one of three plans:

  1. Premium: $49/mo, billed annually
  2. Business: Custom pricing
  3. Enrichment: Custom pricing

Pros & Cons

✅ Delivers actionable insights that enable personalization and customization.

✅ Nifty Chrome extension for pulling personality data from LinkedIn.

❌ Expensive.

❌ Personality assessments are not an exact science, so caution is advised.

Next Steps: Start Generating More Quality Leads Today

Now that you’ve read through this entire piece, a question remains:

Which lead intelligence software solution can boost your lead generation?

All the detailed information we provided is bound to help you decide, but the best way to know for sure whether a tool is suitable for your specific use case is to test it yourself.

While you’re here, you might as well start with Warmly, as it:

  • Identifies leads most likely to convert right on your website.
  • Provides options for engaging them while they’re still hot.
  • Includes several top-performing lead intelligence tools in its paid plans without extra costs.

Sign up for Warmly’s free plan and unlock your website’s full lead generation potential.

Need more convincing? Book a live demo with our team and see Warmly in action first.


Best 10 GTM Tools & Software in 2025 [Updated March]

Best 10 GTM Tools & Software in 2025 [Updated March]

Time to read

Alan Zhao

If you’re planning to launch a new product or service, leveraging a robust set of GTM tools is essential for success. These go-to-market tools streamline processes, optimize your strategy, and ensure your offering reaches the right audience effectively.

We tested hundreds of go-to-market tools, sifted through user reviews, and interviewed real users to find the best GTM products.

Consequently, we ranked the winners in each of the ten most important categories for go-to-market solutions.

We’ll break down each platform’s features, pros and cons, pricing, and more, giving you everything you need to make an informed decision


👇

Must-Have Go-to Marketing Tooling

1. Signal-based GTM platforms - They help you uncover ICPs and the hottest leads in your marketing and lead generation channels.

2. Sales engagement solutions - They provide personalized engagement tools for tailoring your outreach strategy to every individual lead.

3. Data tools - They deliver the data you need to optimize your GTM approach based on your target market, ICP, etc.

4. Marketing operations solutions - They streamline customer journeys across channels.

5. Customer messaging tools - They let you build interactive messaging experiences for customers.

6. System of record platforms - They enable efficient data management.

7. CRM software - Allows you to manage all ongoing and prospective deals, alongside relevant customer data, from a single point of truth.

8. Attribution and analytics tools - These let you track the progress and performance of GTM campaigns.

9. Product adoption platforms - They enable you to track and improve product and feature adoption, provide personalized onboarding, and enhance overall customer experience.

10. Content creation software - Lets you create content optimized for raising product awareness and promoting it.

Factors to Consider when Buying a GTM Tool

Before we dive into the list, let’s quickly look into the features you should look for in go-to-market software to ensure that it’ll allow you to create and execute winning GTM strategies.

💡 ‎ Good scalability

If you choose the right tool, your business should grow and expand steadily, generating new leads and more conversions.

However, if scaling your business significantly increases the cost of your GTM tool - or it turns out that it can’t handle large data volumes - you’ll find yourself in quite a pickle.

Make sure that the tool you buy offers a wide range of features in its packages and doesn’t base its pricing on usage alone.

💡 ‎ Strong integration capabilities

GTM teams are composed of various professionals, including sales and marketing people, customer success representatives, and product managers.

To ensure seamless team collaboration, find a tool that plays well with other platforms these professionals use on a day-to-day basis, such as CRMs, SEPs, productivity software, etc. 

💡 ‎ Orchestration features

The fast-growing and ever-more competitive market demands speed and efficiency across levels.

To help your GTM team keep up with this fast-paced landscape and keep delivering excellent results, look for go-to-market strategy tools that can automate essential sales and marketing processes, such as outreach, follow-up campaigns, prospecting, etc.

What Are the Best GTM Tools in 2025?

1. Signal-based GTMWarmly - Reveals the hottest leads on your website and helps you convert them.

2. Sales engagement: Apollo.io - Sales engagement platform with a large B2B database for finding the contacts you need.

3. Data: Clay - Waterfall data enrichment solution.

4. Marketing operations: HubSpot - All-in-one marketing platform.

5. Customer messaging: Customer.io - Streamlines customer journeys across channels.

6. System of record: HubSpot - Lets you store all essential data on your product, customers, and prospects in one place.

7. Modern CRM: Attio - Highly customizable CRM platform.

8. Attribution and analytics: HockeyStack - AI-powered attribution platform that provides a holistic approach to customer journeys.

9. Product adoption: Appcues - Measures product adoption across web and mobile apps.

10. Content creation: Veed - User-friendly video content creator.

🥇 ‎ Signal-based GTM: Warmly

Click the image below for a tour of the Warmly platform 👇

First on our list is Warmly, which is the leading solution in the signal-based GTM category.

Warmly is a revenue orchestration platform that identifies website visitors, enriches them with relevant data, and provides options for engaging them when they’re ripe for conversion.

Disclaimer: Warmly is our solution, but that doesn't change the fact that Warmly is the best platform for signal-based GTM on the market.

Want to try it firsthand instead? Try Warmly’s free plan and start generating new leads in minutes.

Let’s explore which features resonate most with GTM teams.

Feature #1: Reveal website traffic

Given that your website is the first thing most of your leads encounter when finding out or exploring your brand, having a website traffic tracking tool is something GTM teams shouldn’t forego.

Unlike most other website traffic identification tools that reveal only companies, Warmly can detect both businesses and individual prospects that land on your website.

The platform reveals about 65% of companies and 15% of individuals, which can be very helpful in finding the exact stakeholder you should reach out to when dealing with enterprise-level companies with hundreds of employees.

To start identifying website visitors, just paste Warmly’s code snippet on your site. 

The tool will reveal website visitors in minutes and let you monitor their web sessions in real time, enabling you to understand how they interact with your website.

This lets GTM teams track campaign performance, handle attribution, and tweak their strategies to drive more pipeline. 

Feature #2: Waterfall enrichment and buying signals

Warmly enriches each identified visitor with B2B data that lets you understand who they are, how to best engage to drive qualified conversations, etc.

This data includes:

  • Contact details (phone numbers, email addresses, job titles, etc.).
  • Firmographic data (industry, size, employee count, location, annual revenue, etc.).
  • Technographics (software tools and technology a business uses).
  • CRM data (account owners, ongoing and closed deals, previous interactions with your sales and marketing reps, etc.).
  • SEP data (e.g., interactions with certain marketing and sales campaigns).

In addition, Warmly detects buying signals that help you determine which website visitors are ready to buy right now and which need more coaxing.

It captures two types of buying signals:

💠 ‎‎ Signals coming from visitors’ interactions with your website, such as:

  • Pages they visited, with a focus on high-intent pages (e.g., pricing, specific features, comparison with competitors, etc.).
  • Time spent on each page.
  • High-intent questions they asked the chatbot.
  • The content they downloaded (such as whitepapers, playbooks, etc.) or forms they filled out.

💠 ‎‎2️⃣ ‎ Signals from third-party sources that indicate their readiness to buy, like:

  • Recently researched topics.
  • Interactions with ads and social media posts.
  • Job change intent.
  • Visits to competitors’ websites.

All of this combined provides you with a deeper understanding of:

➡️ ‎ Does your GTM strategies attract the right audiences?

➡️ ‎ How successful are they in pushing leads down the sales funnel?

➡️ ‎ Who are your hottest leads right now?

➡️ ‎ What’s the best way to engage?

Feature #3: Streamlines outreach

You can use Warmly picked up buyer intent signals to automate outreach and ensure that quality prospects won’t go under your sales reps’ radar.

Warmly’s Orchestrator takes care of that by adding specific website visitors to outreach sequences, such as:

  • Sending a personalized email.
  • Connecting with them on LinkedIn.
  • Sending a contextual DM on LinkedIn.
  • Combining all of the above.

You decide which companies and individuals will be added to these automated campaigns by setting up the criteria and signals you want the Orchestrator to monitor.

For example, you can:

  • Decide which action or signal will trigger the automation (e.g., a visitor lands on a high-intent page, such as pricing).
  • Set up company and individual-level filters (e.g., add only companies of a certain size or from a particular industry, focus on profiles with specific roles or seniority levels, etc.).
  • Choose the maximum number of people you want included in the sequence from each company.

Pricing

Warmly has a free forever plan that lets you reveal up to 500 people and companies visiting your website. It’s the perfect plan for getting a taste of one of the platform’s key features.

If you expect higher traffic volumes and need more advanced capabilities, you can upgrade to one of three paid options:

  1. Startup: $700/mo, includes 3 users, up to 10,000 monthly visitors.
  2. Business: From $1,440 to $1,740 per month, depending on the number of visitors you expect to have. It includes 10 seats.
  3. Enterprise: Custom plan. Created for users with an estimated traffic of 100,000+ visitors per month who need more customization. Includes 20 seats, advanced AI personalization, custom integrations, etc.

Note: All paid plans provide access to all of Warmly’s features and include deep integrations with powerful tools such as Clearbit, Bombora, and 6Sense, allowing you to get a bundle of products at the price of one.

Integrations 

Warmly integrates with OpenAI and most modern SEP and CRM software, in addition to the data solutions we mentioned above, allowing it to easily fit into any business’s tech stack.

Pros & Cons

✅ Identifies both companies and individual website visitors.

✅ Enriches each visitor with detailed B2B data.

✅ Detects intent signals across levels.

✅ Automates outreach.

✅ Includes all features in all paid plans.

✅ Deep integrations with data solutions enable you to get a bundle of products at the price of one.

❌ Annual pricing only.

🥇 Sales Engagement: Apollo

Best for: Sales engagement.

Apollo is a go-to-market software platform optimized for sales engagement that lets you streamline a range of processes to help you land qualified meetings.

Its massive B2B database comes in handy as well, allowing you to find the contact info you need.

Features

Apollo.io, a full-stack sales tech platform, bags $100M at a $1.6B  valuation | Medial
  • International B2B database with 275M contacts and 73M companies.
  • Lets you build automated email sequences coupled with an AI-powered email writing assistant that generates personalized email copy.
  • Built-in dialer for making cold calls that automatically records, transcribes, and logs each call in your CRM.

Who is it for?

GTM teams looking for a powerful tool for handling sales engagement and other sales and marketing operations.

Pricing

Apollo has a free forever plan that includes unlimited email finder credits, 5 phone number credits, and 10 contact export credits.

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

Note: Professional and Basic plans come with a 14-day free trial.

Pros & Cons

✅ Lets you contact potential customers via email or phone straight from the platform.

✅ Automation capabilities.

❌ Dual credit system (you spend one credit for revealing an email address and another for getting a phone number), which scales badly.

❌ Issues with retrieving accurate phone numbers.

🥇 ‎ Data Tooling: Clay

Best for: Dynamic data enrichment.

Clay is a waterfall data enrichment solution that cross-references data from 50+ sources to find the right match.

This helps GTM teams save time on uncovering relevant data without compromising its quality and accuracy.

Features

  • Analyzes and cross-references 50+ data sources to find accurate matches, optimizing data coverage while saving time.
  • It can search for any data point besides basic B2B data, including job openings, tech stacks, funding rounds, etc.
  • Integrates with a solid number of CRM, enabling automated enrichment.

Who is it for?

GTM leaders who decide the criteria for lead enrichment, segmentation, and outreach, and GTM team members who implement them into their operations.

Pricing

Clay has a free forever plan that provides 90 monthly search credits and limited access to its essential features.

If you need more, you can choose from 4 paid plans:

  1. Starter: $149-$229/mo
  2. Explorer: $349-$699/mo
  3. Pro: $800-$2,000/mo
  4. Enterprise: Custom pricing

A 14-day free trial lets you try Clay’s Pro plan.

Pros & Cons

✅ Dynamic data enrichment, with data collected from dozens of sources.

✅ AI-powered assistant, Claygent, that scrapes the web for relevant data.

❌ Complex interface.

❌ The costs don’t scale that well.

🥇 ‎ Marketing Operations: HubSpot

Best for: Controlling all your marketing operations from a single platform.

HubSpot is an all-in-one marketing, sales, and customer service software platform designed to help businesses attract, engage, and nurture customers.

Its suite of marketing tools lets GTM teams streamline and optimize marketing processes.

Features

  • Lets you build personalized automated marketing workflows, including email campaigns and chatbot flows, and provides a wide range of triggers and filters.
  • AI-powered assistant that can generate marketing content and social media post captions, provide SEO recommendations, summarize customer-facing activities into actionable reports, etc.
  • Options for creating and tracking personalized ad campaigns, which let you target the right people across channels.

Who is it for?

Enterprises looking to run marketing campaigns on scale.

Pricing

HubSpot has a free plan with up to 5 users and limited access to its marketing tools.

If you want additional features and more users, you can upgrade to one of the following plans:

  1. Starter: Starts at $15/mo/seat
  2. Professional: Starts at $800/mo, includes 3 users, additional seats start from $45/mo
  3. Enterprise: $3,600/mo, includes 5 users, additional seats start from $75/mo

‎The total price depends on the number of users and monthly marketing contacts you need.

Pros & Cons

✅ Wide range of features for complete marketing management.

✅ Robust integrations with other CRMs, SEPs, and other relevant tools.

❌ Has a learning curve.

❌ Expensive for larger teams.

🥇 ‎ Customer Messaging: Customer.io

Best for: Providing personalized customer journeys across channels via compelling messaging.

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 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.
  • Has an email coding interface that lets you further personalize email campaigns, control deliverability, collaborate with your entire team, etc.

Who is it for?

Customer.io is best suited for SMBs with a dedicated development team as more technical users will benefit the most from the platform’s versatile capabilities.

Pricing

Customer.io has three pricing plans for users who need its customer interaction capabilities:

  1. Essentials: Starts at $100/mo
  2. Premium: Starts at $1,000/mo, billed annually
  3. 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.

✅ Options for mobile customer engagement.

❌ The costs can quickly skyrocket.

❌ Geared toward more tech-savvy users, other user profiles will find it overwhelming.

🥇 ‎ System of Record: HubSpot

Best for: Providing a centralized source of truth for marketing and sales data.

In addition to streamlining marketing operations, HubSpot provides handy tools for syncing, cleaning, managing, and curating relevant customer and marketing data.

You can combine it with the marketing tool suite for a more thorough overview of campaign performance and customer-relevant data.

Features

  • Automatically cleans stale and inaccurate data and syncs quality data across apps.
  • Lets you set up custom roles and permissions, allowing the entire team to collaborate on vital processes.
  • Custom report builder pulls relevant data from HubSpot and integrated apps and delivers actionable insights.

Who is it for?

Businesses of all sizes that want a centralized view and control of relevant data and look to enable collaboration across operations, marketing, and sales teams.

Pricing

HubSpot Operations has a free plan that offers limited access to the platform’s functionalities.

When it comes to premium plans, there are three to choose from:

  1. Starter: Starts at $20/mo per user
  2. Professional: Starts at $800/mo, 1 user included
  3. Enterprise: Starts at $2,000/mo, 1 user included

Pros & Cons

✅ Good connectivity with various apps, allowing you to make a custom GTM tool ecosystem.

✅ Seamless data sync between apps, enabling efficient team collaboration and ensuring data freshness.

❌ Most advanced features are hidden behind a paywall.

❌ Requires technical expertise to master it.

🥇 ‎ Modern CRM Software: Attio

Best for: Data-driven customer relationship management.

Attio is a flexible and customizable CRM platform that can be tailored to any business’s unique data structure and needs.

It also lets the whole team collaborate on tasks, making it an excellent tool for customer relationship management for GTM teams.

Features

  • Lets you create custom fields, objects, and attributes, enabling you to fine-tune the platform to your use case and data structure.
  • Automatic record enrichment and 1-click relationship intelligence for every ongoing deal and customer.
  • Robust analytics reports that can be further customized, allowing you to drill down to the metrics that matter the most to your business.

Who is it for?

Companies of all sizes that need a customizable platform for handling customer-relevant data.

Pricing

Attio has a free plan that includes up to 3 seats and limited features.

For more, you can upgrade to one of three premium plans:

  1. Plus: $34 per user per month
  2. Pro: $69 per user per month
  3. Enterprise: $119 per user per month

All plans have no seat limits, meaning you can include as many team members as you want.

Pros & Cons

✅ Has a mobile app, allowing GTM teams to access it whenever and wherever.

✅ Intuitive and customizable interface that can fit into various teams’ needs and SOPs.

❌ Limited integrations with other sales and marketing platforms.

❌ It can get expensive for larger teams.

🥇 Attribution and analytics: HockeyStack

Best for: Marketing attribution and tracking KPIs.

HockeyStack is a marketing attribution platform that provides full visibility of your marketing funnel.

Its no-code interface is easy to implement into any system - although it has a slight learning curve - making it a favorite among GTM teams.

Features

  • Measures the influence of specific marketing activity on return on investment, 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 uncovers the influence marketing efforts had on outbound sales.
  • Uses AI models to measure, forecast, and predict contributions of individual marketing activities across channels.

Who is it for?

GTM teams of various sizes that want to closely monitor and understand the impact and performance of their marketing efforts across multiple channels.

Pricing

HockeyStack has 2 plans:

  1. Growth: $1,399 per month
  2. Enterprise: Custom price

The Enterprise tier offers options for adding custom features and add-ons, including forecasting, AI insights, ML-powered attribution, and more

Pros & Cons

✅ Robust analytics and forecasting features.

✅ Provides powerful insights that enable GTM teams to make data-driven decisions.

❌ Most of its best features are available as add-ons that are charged extra.

❌ Slow loading time for reports.

🥇 ‎ Product Adoption: Appcues

Best for: Measuring and improving product adoption.

Appcues lets you track and enhance product adoption on web and mobile apps without a developer.

This makes it a great addition to your GTM tool stack, allowing you to track and analyze product usage and create personalized user onboarding experiences without technical knowledge.

Features

  • Lets you create personalized onboarding flows and targeted checklists to shorten users’ time to value and reduce churn rates.
  • Enables you to enhance feature adoption through in-app walkthroughs and prompts, ensuring new and key features are used to their full potential.
  • Tracks key product events to help you measure overall product and feature adoption or how a specific persona or customer segment interacts with it.

Who is it for?

Non-technical product teams who want to understand and improve product adoption across levels.

Pricing

Appcues offers a 14-day free trial that lets you experience its interface and track up to five events. If you install its SDK, you can extend the trial by another 14 days.

Once the trial expires, you can subscribe to one of three paid options:

  1. Essentials: Starts at $249 per month, includes one app and 3 users
  2. Growth: Starts at $879 per month, also includes one app and 10 users
  3. Enterprise: Custom pricing, custom number of apps and users

The total cost will depend on the number of your product’s monthly users and the number of apps whose usage you want to monitor.

Pros & Cons

✅ Lets you target specific user segments with announcements, feature tours, surveys, etc.

✅ Can be used for mobile and web apps with equal ease.

❌ Limited customization options when it comes to creating surveys, announcements, etc.

❌ Can be difficult to navigate when handling larger projects.

🥇 ‎ Content Creation: Veed

Best for: Creating videos that convert.

Veed is an intuitive video editor that lets you create professional-looking videos regardless of your experience and expertise with video production.

It also offers a variety of AI-powered features, enabling many nifty tricks and effects.

Features

  • Magic Cut significantly reduces editing time by automatically cleaning up filler words, cutting out awkward silences, picking the best takes of different sequences, and merging them into one seamless video.
  • 50 pre-made AI avatars and options for creating custom ones with various genders, attires, personalities, and voices that you can easily add text to.
  • AI-powered video generator creates custom videos based on your prompts.

Who is it for?

GTM teams that rely on video content for marketing and don’t want to spend a fortune on creating and editing videos.

Pricing

Veed has 4 plans:

  1. Basic: $18 per user per month
  2. Pro: $30 per user per month
  3. Business: $70 per user per month (for up to 5 users)
  4. Enterprise: Custom pricing

There’s a free trial for prospective users of the Enterprise plan with a minimum of three users.

Pros & Cons

✅ Excellent transcription, caption, and subtitle capabilities.

✅ Easy to use.

❌ The costs can quickly add up if you want access to more advanced features.

❌ Issues with some of its tools like audio cleaning, background removal, auto voice translation, etc.

Next Steps: Enhance Your GTM Strategy Across Levels

All GTM tools that made it to our list will help you address a certain aspect of your GTM strategy, allowing you to get your product to market faster while making it more likely to appeal to your target customers.

Regardless of your unique GTM approach, however, you shouldn’t forget about your website.

It’s at the forefront of every sales and marketing effort and one of the first things prospects encounter, making it a powerful source of high-quality leads and a good starting point for GTM operations.

To ensure you’ll harness your website’s full potential, make Warmly one of the cornerstones of your GTM tool stack.

To get the hang of Warmly’s capabilities, sign up for its free plan and start revealing qualified visitors today.

Or, book a live demo to see it in action first.

Best 11 Company Research Tools in 2024

Best 11 Company Research Tools in 2024

Time to read

Alan Zhao

Show me your data, and I’ll show you how efficient your sales and marketing campaigns will be. 

Modern sales teams need the best company research solutions so that reps can know who to focus on and how to engage in a way that drives qualified meetings.

The landscape has evolved, so we explored dozens of popular B2B account platforms, testing them firsthand and interviewing real users. 

Solutions that can help you: 

  1. Discover companies that match your ICP.
  2. Enrich them with firmographics and intent data.
  3. Find the right contacts at those companies.
  4. Capture buying signals to help you understand how likely they are to want to buy your product (and why).
  5. Uncover other actionable insights that help reps craft tailored outbound strategies.

Below is the result of our search. The 11 best Company research tools for 2024.

We broke down each solution’s key features, strengths, weaknesses, price, etc.

Before we begin, a few pointers to help you make the best decision.

What Makes a Good Company Research Tool?

This question has no simple answer, as it all depends on your goals and requirements.

However, regardless of your specific use case, there are a few things to keep in mind when buying a company research tool.

1. Is it accurate and has the data coverage you need?

Some company research tools cover international data, while others focus on specific regions.

Make sure that the platform you choose is optimized for your market and the regions where most of your customers are based.

Also, high accuracy and matching rates are a must. There is nothing worse than a good campaign wasted on leads that have outdated information.

2. Can you filter records precisely enough?

Good filtering capabilities are vital for targeted company research, especially when dealing with more specific markets or ICPs.

This is especially important if you want to automate some of your processes without using generic criteria. 

Focus on tools that can be tailored to fit your needs and fine-tuned to your ICP.

3. Do you have the insights you need? 

Tools that go beyond basic B2B contact data can provide a huge competitive advantage.

For example, Keyplay (listed below) can tell you if an account has a free trial or a product tour available on their site, which can be used by reps to hyper-personalized campaigns and stand out from the noise

4. Can it power the rest of your tech stack?

Once prospecting accounts is done, you’ll likely want to do something with the accounts you’ve identified.

Make sure that your company research software connects easily with your existing stack.

5. Can it scale with you?

Look for a tool that:

  • Provides good value for money (e.g., includes a wide range of features regardless of your plan, has native integrations with various CRMs and SEPs, etc.).
  • Doesn’t break the bank at large data volumes.

For example, solutions like Dirft and Cognism start at appealing price points, but costs will rise exponentially as you scale.

Now that you’re equipped with all the basics, time to start reviewing our 11 best company research tools.

What Are the Best Company Research Tools in 2024?

1. Warmly - Reveals and enriches leads on your website.

2. Zoominfo - Sales operating system with a large B2B database.

3. Crunchbase - Vast database of private company data.

4. Cognism - Sales intelligence platform with international coverage.

5. UpLead - B2B database with email verification capabilities.

6. SalesIntel - B2B contact and intelligence provider with human-verified data.

7. LinkedIn Sales Navigator - Native LinkedIn prospecting solution with advanced filters.

8. Keyplay - Enriches contacts with relevant data and lets you set up custom lead scoring.

9. LeadIQ - B2B prospecting solution with real-time tracking of key accounts and data.

10. Apollo - Sales intelligence and engagement platform.

11. Dealfront - B2B database with GDPR-compliant data.

1. Warmly

Warmly is a revenue orchestration platform that identifies website visitors, enriches them with granular data, and helps you convert them.

It has a wide range of features, including automated prospecting and outreach, live engagement capabilities, etc., but three features are vital in the context of efficient company research:

  1. Website traffic deanonymization.
  2. B2B data enrichment.
  3. Intent data enrichment.

Let’s break them down one by one.

Reveal accounts and leads visiting your site

When designed to attract your target audience, your website can be a rich source of potential customers.

You can use it to capture B2B accounts who come to you - as the fact they’re on your website alone can signal that they’re interested in your offering - instead of relying solely on outbound sales. It’s a must-have for any B2B sales strategy.

Warmly can reveal about 65% of companies and 15% of individuals that visit your website. Try it below ⬇️

As a result, your SDRs can design highly personalized outreach.

All it takes is pasting a snippet of Warmly’s code into your website, and new website-generated leads will start trickling down your pipeline in no time.

If you want to identify the companies that interacted with your cold email campaigns as well, you can add Warmly’s code to emails just as easily. 

Enrich visitors with B2B data

Warmly goes beyond basic website visitor identification, enriching each visitor with detailed B2B data, like:

  • Contact details (phone numbers, email addresses, job titles, etc.).
  • Firmographic data (industry, size, employee count, location, and other company data).
  • Technographic data (software tools and technology a company uses).
  • CRM data (ongoing and closed deals, account owners, previous interactions with your reps, etc.).
  • SEP data (engagement with other sales and marketing campaigns, chatbot interactions, etc.).
  • And more.

Leverage intent data and buying signals

Warmly comes included with 2 types of intent data.

Firstly, the platform delivers first-party intent data by monitoring how website visitors interact with your site, and capturing key buying signals such as:

  • Pages they visited, with a focus on high-intent pages (e.g., pricing).
  • Time spent on each page (the longer they stayed on high-intent pages, the better).
  • Asking high-intent questions in the chatbot.
  • Downloading relevant content (such as whitepapers, playbooks, etc.) or filling out forms.

In addition to monitoring website sessions, Warmly pulls third-party intent data from tools such as Bombora, 6Sense, HumanDataLabs, and more.

Insights like:

  • Recently researched topics on the web.
  • Interactions with ads and social media posts.
  • Job change intent.
  • Visits to competitors’ websites.

By uncovering both first- and third-party intent, you better understand which accounts are most likely to convert right now.

Moreover, this approach lets you qualify and score leads more accurately and efficiently allocate sales and marketing resources. Here’s one example ⤵️

Pricing

Warmly offers a free forever plan that lets you reveal up to 500 people and companies visiting your website. It’s the perfect plan for getting a taste of one of the platform’s key features.

If you expect higher traffic volumes and need more advanced capabilities, you can upgrade to one of three paid plans:

  1. Startup: $700/mo, includes 3 users, up to 10,000 monthly visitors.
  2. Business: From $1,440 to $1,740 per month, depending on the number of visitors you expect to have. It includes 10 seats.
  3. Enterprise: Custom plan. Created for users with an estimated traffic of 100,000+ visitors per month who need more customization. Includes 20 seats, advanced AI personalization, custom integrations, etc.

Note: All paid plans provide access to all of Warmly’s features and include deep integrations with sales intelligence tools such as Clearbit, Bombora, and 6Sense, allowing you to get a bundle of products at the price of one.

Integrations 

In addition to these data platforms, Warmly integrates with OpenAI and most modern SEP and CRM software, which will easily fit into any business’s tech stack.

Pros & Cons

✅ Identifies both companies and individual website visitors.

✅ Enriches each visitor with detailed B2B data.

✅ Reveals first- and third-party intent.

✅ Provides options for engaging and routing leads.

✅ Includes all features in all paid plans.

❌ Annual pricing only.

❌ No static B2B database.

2. Zoominfo

Best for: Finding North American B2B data.

Zoominfo is a sales operating system with a wide range of features for handling various sales processes, from prospecting to engagement.

It’s most widely known for its massive B2B database with solid accuracy rates.

Features

  • Large B2B database with over 260M professional and 100M company profiles and 135M verified phone numbers.
  • Provides detailed org charts for companies in its database to help you pinpoint vital stakeholders more easily.
  • Tracks buying intent signals, such as researched topics and keywords relevant to your business, letting you uncover potential customers.

Who is it for?

Enterprise-level businesses whose target market is primarily NAM-based.

Pricing

Zoominfo has separate plans for Sales, Marketing, and Talent teams.

No prices are disclosed, so you’ll have to contact its sales team for a custom quote.

The final price depends on:

  • Features and functionality you need.
  • Number of licenses.
  • Credit usage.
  • Other factors.

Pros & Cons

✅ Massive B2B database with good matching rates.

✅ CRM enrichment.

❌ Expensive.

❌ Regions outside of North America aren’t covered as well.

3. Crunchbase

Best for: Researching private company data, especially financial information.

Crunchbase has one of the largest B2B intelligence databases for private companies, with a special focus on financial data (funding rounds, investors, etc.).

This makes it a valuable tool not only for B2B sales and marketing teams but also for investors looking for good investment options or startups looking for eligible investors.

Features

  • Holds data on more than 2M companies.
  • Provides a wide range of valuable insights, from a company’s financial health to industry trends and good investment opportunities.
  • Browser extension for collecting data from company websites and LinkedIn search results.

Who is it for?

B2B teams that focus their sales and marketing efforts on the North American private sector.

Pricing

Crunchbase has 2 pricing packages:

  1. Pro: $99 per user per month when billed monthly or $49 on the annual plan
  2. Enterprise: Custom pricing

The Pro plan has a 7-day free trial.

Pros & Cons

✅ Accurate data.

✅ More detailed financial information than any other B2B database.

❌ Most of its data is on North American companies, EMEA is not covered that well.

❌ Real-time updates and automated CRM enrichment are available only on the Enterprise plan.

4. Cognism

Best for: International B2B sales prospecting.

Cognism boasts a solid database of B2B data with good international coverage.

This makes it a great option for conducting company research and finding relevant contact data for businesses worldwide.

Features

  • B2B database with 70M verified mobile phone numbers (47 million cell phone numbers in the US alone) and global data coverage.
  • Diamond Data Verification is used to verify phone numbers via calls, ensuring accuracy.
  • Several CRM enrichment options for keeping your data fresh and accurate.

Who is it for?

Large teams with an internationally based target audience.

Pricing

Cognism doesn’t have one-size-fits-all pricing packages. Instead, the price is tailored to each customer’s needs.

However, there are several things we can tell you about the price:

  • There are two types of data to choose from: Platinum and Diamond, with the latter being more accurate as it goes through several verification layers.
  • The price comes with a flat platform fee that includes support, maintenance, onboarding, and initial setup. 

For more details, it’s best to contact Cognism’s sales.

Pros & Cons

✅ Global data coverage with high matching rates.

✅ Chrome extension for LinkedIn prospecting.

✅ More verified phone numbers than most B2B intelligence tools.

❌ Non-transparent pricing.

❌ You need a more advanced data package to access phone-verified phone numbers.

5. UpLead

Best for: Real-time B2B email verification.

UpLead is a B2B database and business contact provider with a real-time email verifier and an email finder tool.

It also has a handy Chrome extension for 1-click prospecting and company research anywhere on the web.

Features

  • 155M+ B2B contacts with email addresses and 16M+ company profiles.
  • Real-time email address verification to ensure you’ll get only valid addresses.
  • Tracks 16,000 technology data points, providing insights into a company’s tech stack.

Who is it for?

Smaller teams who rely primarily on cold email outreach and need verified email addresses.

Pricing

UpLead has a 7-day free trial with 5 credits for revealing a contact or exporting it.

After the trial expires, there are 3 plans to choose from:

  1. Essentials: $99 per user per month with 170 monthly credits
  2. Plus: $199 per user per month with 400 monthly credits
  3. Professional: Custom pricing

Since the paid plans offer limited reveal/export credits, you’ll probably have to buy more. One extra credit costs $0.60 per credit on the Essentials plan and $0.50 on the Plus plan.

Pros & Cons

✅ One credit unlocks both the email address and the phone number of an account, so you won’t have to spend two to reveal the entire contact profile.

✅ Advanced filtering for more detailed company searches.

❌ The most advanced features, such as buyer intent data and advanced filtering, are available only on the Professional plan.

❌ Limited international coverage.

6. SalesIntel

Best for: Human-verified B2B contact info.

SalesIntel is a B2B data provider that boasts high accuracy rates thanks to having each contact run through a layer of human verification every 90 days.

If you need highly accurate and double-checked data, SalesIntel might be a good option.

Features

  • Large database of 90M+ contacts with 17M+ contacts that are human-verified.
  • Research On Demand provides human-verified contact information on any company you need on request.
  • In-depth technographic and firmographic filters.

Who is it for?

GTM teams working with specific or difficult-to-access markets that need verified contact data they can’t find anywhere else.

Pricing

SalesIntel has three pricing plans:

  1. Individual: $69 per month, 1 user only
  2. Teams: $199 per user per month, up to 5 users
  3. Professional: Custom pricing, custom number of users

Pros & Cons

✅ User-friendly.

✅ High data accuracy.

❌ Intent data is available on its highest tier only.

❌ Issues with integrations.

7. LinkedIn Sales Navigator

Best for: LinkedIn-based company research.

Sales Navigator is LinkedIn’s designated sales prospecting tool.

As such, it provides nuanced filters and insights, allowing you to deep-dive into company and individual profiles.

Features

  • 14+ account filters that let you run segmented and precise searches across industries.
  • Account IQ provides Artificial Intelligence-generated profile summaries packed with actionable insights.
  • Data validation ensures that you get only up-to-date contact information.

Who is it for?

Businesses that mainly use LinkedIn for prospecting and company research.

Pricing

LinkedIn Sales Navigator is one of LinkedIn’s most expensive solutions.

It has three pricing tiers:

  1. Core at $74.31 per month when billed annually. 
  2. Advanced at $125.87 per month when billed annually.
  3. Advanced Plus at a custom price.

If you need access to features such as CRM integrations, data verification, etc., you'll have to upgrade to the Advanced Plus plan.

Pros & Cons

✅ Optimized for LinkedIn prospecting.

✅ Nuanced filtering for more advanced searches.

✅ CRM integrations that let you enrich CRMs and view LinkedIn info about leads, contacts, and accounts directly in your CRM app.

❌ Can be used on LinkedIn only.

❌ Key features are hidden behind a paywall.

❌ Too expensive given its limited use case.

8. Keyplay

Best for: Finding companies that match your ICP through custom scoring systems.

Keyplay is an account-based sales and marketing platform that lets you build targeted lead lists, find ICPs across the market, and track relevant buying signals.

It’s an excellent tool if you need a customizable solution that can be tailored to your specific ICP, letting you run highly targeted searches.

Features

  • AI Lookalike helps you find accounts that match your best-performing clients and deals.
  • Lets you build custom account-scoring systems for better account prioritization.
  • Provides a wide range of advanced filters for highly specific searches, including online presence, tech stack, recruiting velocity, industry categories, etc.

Who is it for?

Account-based sales and marketing teams looking to optimize lead generation and prospecting for target companies.

Pricing

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

However, it has 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 records and advanced features, you can subscribe to one of two paid plans:

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

Pros & Cons

✅ Advanced filtering options.

✅ Lets you track custom signals relevant to your ICP and business objectives.

✅ Enables you to create custom ICP scoring systems to identify matching companies more easily.

❌ Offers only annual paid plans.

❌ Doesn’t deliver contact data.

9. LeadIQ

Best for: Tracking relevant contacts and sales triggers in real-time.

LeadIQ is a B2B prospecting platform that lets you find contact data on LinkedIn searches and sync it with your CRM.

Its key strength, however, is its ability to track buying signals and sales-relevant changes in key accounts.

Features

  • Lets you track relevant insights and changes in important prospects’ profiles, such as job changes, promotions, etc.
  • Monitors buying signals, including funding rounds, company news, web searches, etc.
  • Covers millions of verified profiles, emails, and mobile numbers aggregated from various sources.

Who is it for?

Smaller teams more interested in tracking buying signals than gaining access to a static B2B database.

Pricing

Lead IQ has a free forever plan that provides:

  • 20 verified work emails per week
  • 10 mobile phone numbers
  • 40 email generations per month
  • 10 accounts tracked

There are three paid plans for users who need more:

  1. Essential: $45 per user per month
  2. Pro: $89 per user per month
  3. Enterprise: Custom pricing, annual subscription only

Pros & Cons

✅ User-friendly interface.

✅ Lets you monitor relevant changes and other important factors, allowing you to pounce on leads while they’re still hot.

❌ Emphasis on North America, limited European coverage.

❌ Contact tracking is an add-on whose price starts at $5,000 per year.

10. Apollo

Best for: B2B sales intelligence combined with sales engagement options.

Apollo is a B2B database and sales engagement platform with solid international coverage of B2B data.

Its wide range of features makes it attractive for users looking for an all-in-one sales solution.

Features

Apollo.io, a full-stack sales tech platform, bags $100M at a $1.6B  valuation | Medial
  • B2B database with 275M contacts and 73M companies with solid international coverage.
  • Robust filtering options for running precise searches.
  • Apollo Chrome extension for researching companies anywhere on the web.

Who is it for?

Sales teams of various sizes that need a well-rounded prospecting solution with additional features for managing other parts of the sales cycle.

Pricing

Apollo has a free forever plan that includes unlimited email finder credits, 5 phone number credits, and 10 contact export credits.

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

Note: Professional and Basic plans come with a 14-day free trial.

Pros & Cons

✅ Advanced filtering options for more targeted prospecting.

✅ Good data accuracy.

❌ Dual credit system (you spend one credit for revealing an email address and another for getting a phone number), which scales badly.

❌ Best features available only on its higher tiers.

11. Dealfront

Best for: Researching European companies.

Dealfront is a B2B sales intelligence tool built for sales and marketing teams focused on the European market.

The platform was created by merging Echobot (sales intelligence software) and Leadfeeder (website visitor identification software), combining their key features into a single solution.

Features

  • Provides data on 40M+ companies and 180M+ contacts, with 30M+ companies and 83M+ contacts in Europe alone.
  • In-depth data from specific European regions, such as DACH, Benelux, Nordics, etc.
  • Identifies companies visiting your website.

Who is it for?

GTM teams whose target companies are located in Europe.

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.

When it comes to website visitor identification, there’s a limited free plan that only lets you identify up to 100 monthly website visitors, omitting all other Dealfront features.

The paid plan starts at €99 per month, with the final price depending on the number of identified companies.

You also get 25 free credits for revealing contact details like email addresses and phone numbers. If you exceed the limit, you’ll pay extra.

Note: The website visitor identification plan has a 14-day free trial.

Pros & Cons

✅ Solid international coverage.

✅ 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.).

❌ Separate and non-transparent pricing plans for sales intelligence and website visitor identification.

❌ Issues with website traffic deanonymization, as users report frequent inaccuracies.

Next Steps: Identify Who Your Hottest Leads Are Right Now

By now, you should have a clearer idea of what company research tool is good for you.

Zoominfo and Apollo are good options if you need massive B2B databases, while platforms like Keyplay and LeadIQ deliver a more dynamic company research experience.

Some are focused on a single channel only—like LinkedIn Sales Navigator—while others, like SalesIntel and UpLead, can tackle any lead source on the web.

In the end, it’s up to you to make the call. 

If you decide that you need a solution that goes beyond basic company research and prospecting, then Warmly’s the ideal choice, as it allows you to detect companies that:

  1. Best fit your ICP.
  2. Are most likely to convert right now.

Why take just our word for it?

Sign up for Warmly’s free plan and experience its capabilities firsthand.

Or, book a personalized demo with our team to see it in action first.

Best 10 B2B Marketing Tools in 2024

Best 10 B2B Marketing Tools in 2024

Time to read

Alan Zhao

No efficient B2B marketing strategy would be complete without B2B marketing tools—and for good reason.

B2B marketing software platforms help improve sales and marketing efforts across levels by:

  • Allowing you to run tailored marketing campaigns on scale.
  • Enabling you to fine-tune outreach strategies to your target market and ICP.
  • Providing leads and existing customers with highly personalized experiences.
  • Boosting B2B marketing teams’ productivity by automating repetitive processes and letting them focus on areas that matter most.
  • Driving collaboration between sales and marketing teams.

However, for a B2B marketing tool to achieve all this, it has to be aligned with your unique use case, business objectives, and budget size.

That's where this guide comes in.

We tested dozens of B2B marketing tools, sifted through user reviews, and interviewed long-term users to find the best B2B marketing software for various user types and requirements.

As a result, we compiled a list of the top 10 B2B marketing tools, ensuring everyone will find their perfect match.

B2B Marketing Software Categories

Since there’s a wide variety of B2B marketing solutions, we divided them into 5 essential categories:

  1. Lead enrichment tools that help you find the hottest leads and ICP matches.
  2. Search Engine Optimization (SEO) tools to ensure your content is optimized for success.
  3. Marketing automation tools to increase marketing efficiency.
  4. Content creation tools to create content that converts.
  5. Ad management tools that help you manage ad campaigns and ensure you’re targeting the right audience.

As most of these tools are not mutually exclusive, you can combine several to create your unique marketing suite tailored to your specific marketing strategy. 

A Few Factors to Consider when Buying a B2B Marketing Tool

There are several characteristics every B2B marketing tool should have, such as:

Intuitive interface (for both managers and contributors)

Prioritize B2B marketing tools with user-friendly interfaces that are easy to learn and navigate.

Avoid overly complex tools that require extensive training or IT support. These platforms are supposed to be used by marketing and salespeople, not technical teams.

Cost-effectiveness (especially at scale)

Ensure that your chosen solution offers a good balance of functionality and size.

Also, ensure that the tool scales well, meaning that the costs won’t explode in your face as your business grows.

Automation capabilities

If you aren't automating, one of your competitors likely is.

Functionalities such as automated workflows, triggered actions, and AI-powered features can significantly boost the success rate of your B2B marketing efforts.

Solid integration range

Your systems must talk to each other to operationalize the best marketing strategy. Make sure the platforms you choose play well with each other.

Personalization flexibility

Sometimes, this means having the right data plugged into your systems.

Sometimes, it means having a platform that can handle deep personalization.

Either way, you can't compete in 2024 without hyper-personalizing campaigns.

Enough said. Let’s dive into our top 10 list!

What Are the Best B2B Marketing Tools?

1. Lead enrichment tools:

  • Warmly - Reveals and enriches website visitors.
  • Datanyze - Affordable 1-click lead enrichment from any web source.

2. SEO tools:

  • Ahrefs - Suite of SEO products for optimization across levels.
  • Frase - Content optimization tool and AI content writer.

3. Marketing automation tools:

  • Marketo - Cross-channel marketing orchestration.
  • Drip - Email marketing solution.

4. Content creation tools:

  • Descript - AI-powered video and podcast editor.
  • Copy.ai - Automated creation of various content types, from blogs to product descriptions.

5. Ad management tools:

  • RollWorks - Account-based marketing and advertising platform.
  • Metadata - All-round management of paid social ads.

Lead enrichment tools:

1. Warmly

We’ll start with Warmly, which is our solution.

Disclaimer: Although Warmly is our platform, we won’t try to convince you to choose it at all costs. We know who Warmly is best suited for marketing and sales teams that want to boost website lead generation and conversion rates.                                                            If that’s you, all the better. If not, we’re sure one of our other solutions will do the trick.

Warmly is a revenue orchestration platform that improves sales and marketing strategies by:

  • Identifying website traffic.
  • Enriching each identified visitor with granular data.
  • Automating essential sales and marketing processes.

Let’s look at some key features that make Warmly stand out in the lead enrichment category.

Feature #1: Website visitor identification

Warmly identifies both companies and individuals visiting your website, letting your marketing team:

  • Figure out if your website is optimized to attract your target audience.
  • Detect leads that best match your ICP.

Identify actual stakeholders surfing your website, allowing reps to create a hyper-personalized approach

The platform also offers options for tracking website traffic that came through specific email campaigns, allowing for:

  • More precise marketing attribution.
  • A deeper understanding of which approach works best with your leads.

The whole setup process is easy. 

All it takes is pasting a snippet of Warmly’s code into your website - or emails - and the platform will start identifying companies and persons that land on your website in minutes.

Feature #2: B2B and intent data enrichment

Once Warmly identifies website visitors, it proceeds to enrich each with:

  1. B2B data, including:
  • Contact details (phone numbers, email addresses, job titles, etc.).
  • Firmographic data (industry, size, employee count, location, and other company data).
  • Technographics (a business’s tech stack).
  • CRM data (account owners, ongoing and closed deals, previous interactions with your sales and marketing reps, etc.).
  • SEP data (e.g., interactions with specific outreach campaigns).

2. First-party intent data, which consists of insights into their website session, such as:

  • Pages they visited, with a focus on high-intent pages (e.g., pricing, specific features, comparison with competitors, etc.).
  • Time spent on each page.
  • High-intent questions they asked the chatbot.
  • The content they downloaded (such as whitepapers, playbooks, etc.) or forms they filled out.

3. Third-party intent data that provides insights into your lead’s entire digital buyer journey, like:

  • Recently researched topics on the web.
  • Interactions with ads and social media posts.
  • Job change intent.
  • Visits to competitors’ websites.

Enriching each lead with in-depth data enables marketing and sales teams to:

  • Better understand which leads are most likely to convert right now.
  • Create tailored sales and marketing campaigns that resonate with each individual lead.
  • Qualify and score leads more accurately, allowing for optimal allocation of sales and marketing resources. 
  • Identify potential bottlenecks and high-churn areas on your website.

Try it 👇

Feature #3: Automated outreach

Warmly lets you create automated sales and marketing sequences, leveraging data it uncovered on your website visitors.

The platform’s Orchestrator feature adds website visitors that meet certain requirements (i.e., match your ICP or show high-intent behavior on your site) to automated outreach campaigns like:

  • Sending personalized emails.
  • Connecting with qualified prospects on LinkedIn. 
  • Sending contextual LinkedIn DMs to key accounts.
  • Adding leads to outbound sequences.

The Orchestrator has an intuitive workflow-building interface that lets you customize each part of the flow, including:

  1. The automation trigger, i.e., the signal or activity that will initiate the workflow (e.g., identified company lands on your website or visits a high-intent page, etc.).
  2. Filter accounts you want to add to the sequence (by size, industry, deal stage, etc.).
  3. Specify which personas you want to be targeted in each account (by role, seniority, etc.).
  4. Decide on the number of personas you want included from each company.
  5. Choose the automated sequence you want to add them to (LinkedIn, email, or both).

This way, you’ll ensure that no qualified lead goes under the radar, as the Orchestrator will automatically detect and engage them in real-time.

Pricing

Warmly has a free forever plan that lets you reveal up to 500 people and companies visiting your website. It’s the perfect plan for getting a taste of one of the platform’s key features.

If you expect higher traffic volumes and need more advanced capabilities, you can upgrade to one of three paid options:

  1. Startup: $700/mo, includes 3 users, up to 10,000 monthly visitors.
  2. Business: From $1,440 to $1,740 per month, depending on the number of visitors you expect to have. It includes 10 seats.
  3. Enterprise: Custom plan. Created for users with an estimated traffic of 100,000+ visitors per month who need more customization. Includes 20 seats, advanced AI personalization, custom integrations, etc.

Note: All paid plans provide access to all of Warmly’s features and include deep integrations with sales intelligence tools such as Clearbit, Bombora, and 6Sense, allowing you to get a bundle of products at the price of one.

Integrations 

Warmly integrates with OpenAI and most modern SEP and CRM software, in addition to the data solutions we mentioned above, meaning it will easily fit into any business’s tech stack.

Pros & Cons

✅ Identifies both companies and individual website visitors.

✅ Enriches each visitor with detailed B2B and intent data.

✅ Automates sales and marketing outreach.

✅ Includes all features in all paid plans.

✅ Deep integrations with data solutions enable you to get a bundle of products at the price of one.

❌ Annual pricing only.

2. Datanyze 

Best for: Simple lead enrichment on company websites and LinkedIn search results.

Datanyze is an easy-to-use lead enrichment and prospecting tool with a Chrome extension that lets you scrape relevant B2B data online.

It provides particularly detailed information on current industry trends and rising technologies, making it a nifty tool for conducting market analysis and identifying businesses that use products similar to yours.

Features

  • Chrome extension for revealing basic contact details anywhere on the web.
  • Enriches relevant prospects with “icebreaker” data, such as information from their social media profiles, local news publications, company news, etc., letting you create a warm introduction.
  • Market Share Reports provide actionable insights into industry trends, rising technologies, and key market competitors across various industries (e.g., marketing automation, email hosting, e-commerce, and more).

Who is it for?

Datanyze’s affordable pricing and user-friendly interface make it a good option for smaller marketing teams with basic needs.

Pricing 

Datanyze has a 90-day free trial that includes just ten monthly contact information credits.

Since you’ll probably need more, there are two paid plans to choose from:

  1. Nyze Pro 1: $29/mo, 80 credits, additional credit at $0.363
  2. Nyze Pro 2: $55/mo, 160 credits, additional credit at $0.344

Pros & Cons

✅ Budget-friendly.

✅ Easy to use.

✅ Strong technographics coverage.

❌ Data is often outdated.

❌ Limited functionality - no automation features or intent data enrichment.

SEO tools:

3. Ahrefs

Best for: Getting an all-in-one SEO toolset.

Ahrefs is one of the most popular platforms for handling SEO thanks to its wide range of powerful features, which cover everything from content to website optimization.

If you’re into digital marketing, at least one of Ahref’s numerous tools will probably be a good match.

Features

  • Unified SEO dashboard for monitoring SEO performance of all your projects, from blogs to web pages.
  • Site Explorer lets you research your competitors’ websites, including backlinks, organic search results, paid traffic performance, and website structure, allowing you to create content that outperforms them.
  • Keywords explorer helps you find the best-performing keywords in your industry along with difficulty scores, ranking potential, etc.

Who is it for?

Ahrefs is best suited for enterprises relying mostly on digital marketing to generate leads.

Pricing 

Ahrefs has 5 pricing tiers:

  1. Starter: $29 per month, limited access to Site Explorer, Keywords Explorer, and Site Audit.
  2. Lite: Starts at $129 per month, 1 user included, $40 per additional user, up to 3 users in total.
  3. Standard: Starts at $249/mo, 1 user, $60 per additional user, up to 6 users in total.
  4. Advanced: Starts at $449/mo, 1 user, $80 per additional user, up to 11 users in total.
  5. Enterprise: Annual only, starts at $14,990 per year, 3 users, $1,000 per additional user, you can add unlimited users.

Pros & Cons

✅ Lets you handle various SEO elements from a single platform.

✅ Intuitive interface.

✅ Strong backlink analysis.

❌ Very expensive.

❌ Frequent issues with data inaccuracies.

4. Frase

Best for: Optimizing written content such as blogs.

Frase helps you create optimized content by taking you from keyword research to creating article outlines and optimizing them for high SERP rankings.

It can significantly boost your writers’ efficiency, ensuring they have all the help they need to create the best-performing content from start to finish.

Features

  • Runs SERP research for you, analyzing best-ranked articles and delivering actionable insights, such as word count, domain rating, and heading count.
  • Lets you quickly create outlines by using headings from top SERP results or letting AI generate one based on those results.
  • Helps optimize content by providing a list of topics best-performing competitors covered, keywords you should use, and more.

Who is it for?

Frase is best suited for content agencies that need to optimize blogs at scale.

Pricing 

Frase has a free trial that lets you optimize one document for one search query.

If you want to optimize more documents and additional features, you can choose from three plans:

  1. Solo: $15/mo, 1 user, 10 SEO documents
  2. Basic: $45/mo, 1 user, 30 SEO documents
  3. Team: $115/mo, 3 users ($25 per additional user), unlimited SEO documents

Pros & Cons

✅ Intuitive interface that provides good user experience.

✅ Lets you create and re-use templates for content briefs, custom AI prompts, etc.

✅ Enables unified content creation by letting you research, write, and optimize content from a single point of control.

❌ The AI writer often creates repetitive, generic content.

❌ Sometimes includes irrelevant results in the SERP research, making optimizing content for the intended topic more difficult.

Marketing automation tools:

5. Marketo

Best for: All-in-one B2B marketing automation.

Marketo is Adobe’s B2B marketing automation platform that lets you build and run marketing campaigns across various channels.

In addition to creating marketing workflows, Marketo has other advanced features that enable account-based marketing, multi-touch attribution, and email marketing, allowing you to cover various marketing channels and needs.

Features

  • AI-powered audience building and segmentation lets you automatically create targeted audiences by applying filters (demographics, firmographics, simple and cross-channel behavior, etc.).
  • Cross-channel personalization enables real-time personalization of web pages, emails, social media, ads, and SMS, in addition to letting you create responsive landing pages with lead-capturing forms.
  • Offers a variety of triggers that set off workflows, including actions such as lead filling out a form, visiting a specific page on your website, or when their lead score changes.

Who is it for?

Marketo is best suited for enterprise businesses that need to run cross-channel marketing campaigns on scale.

Pricing 

Marketo has 4 pricing plans:

  1. Growth
  2. Select
  3. Prime 
  4. Ultimate

The platform doesn’t offer fixed subscription fees for any package, meaning you’ll have to contact sales for a custom quote.

Pros & Cons

✅ Robust reporting features.

✅ Lets you create all kinds of marketing campaigns and run them on autopilot.

❌ Expensive.

❌ Unintuitive interface that may be overwhelming for marketing professionals.

6. Drip

Best for: Automating email marketing campaigns.

Drip is an email marketing software that claims to reduce bounce rates and improve open and response rates.

Its user-friendly interface makes it a popular tool for email sequencing among B2B marketers.

Features

  • Visual drag-and-drop workflow builder lets you create automations of various complexity and set up custom rules to tailor them to your specific goals.
  • Dynamic segmentation analyzes relevant data from your email campaigns, store, website, and integrated tools and creates targeted audience segments, ensuring each lead gets added to the sequence that will resonate the most with them.
  • Intuitive email builder lets you add store products directly into emails, promote top-sellers to newcomers, and send dynamic content like cart URLs.

Who is it for?

E-commerce marketers that want to generate more qualified leads and get more conversions through their email campaigns.

Pricing 

Drip has a 14-day free trial that lets you try it out.

Its pricing is based on your list size and send volume.

It starts at $39 per month for lists of 1-2,500 people and goes up to $1,899 for 165,001-170,000 people.

If you need more than that, Drip offers custom packages as well.

Pros & Cons

✅ Easy to use.

✅ Solid range of integrations allows you to connect it to the rest of your sales and marketing suite.

❌ Can be costly for larger users.

❌ Doesn’t perform as well outside of the e-commerce industry.

Content creation tools

7. Descript

Best for: Creating and editing video content.

Descript is an AI-driven video editor with a wide range of features built to help B2B marketers improve their video marketing strategies.

Its feature-rich interface allows almost anyone to create professional-looking videos faster and more easily.

Features

  • AI helps curate the videos most likely to go viral, allowing you to choose the version that will perform the best.
  • Near-real-time translation, captions, and auto-transcription.
  • Automatically removes filler words and fixes eye contact, making it appear like you were looking at the camera the whole time (even if you were actually reading from a script).

Who is it for?

Marketing teams who use video content as a vital part of their marketing strategies.

Pricing 

Descript has a free plan that provides limited access to its features. 

If you like what it can do for you, you can upgrade to one of four paid plans:

  1. Hobbyist: $19/mo
  2. Creator: $35/mo
  3. Business: $50/mo
  4. Enterprise: Custom pricing

Pros & Cons

✅ Good transcription and caption accuracy.

✅ Wide range of features allows for versatile use cases - from ads to podcasts.

❌ Issues with audio editing.

❌ Learning curve.

8. Copy.ai

Best for: Generating various types of written content.

Copy.ai is a versatile GTM platform that offers solutions for sales and marketing teams.

However, one of its most prominent strong points is its ability to generate all kinds of content, from product descriptions and LinkedIn posts to social media content and blogs.

Features

  • Automates SEO content production from research to creating article briefs to writing the entire piece from scratch.
  • Lets you transform transcripts into blogs, social posts, press releases, etc., allowing for content repurposing.
  • Enables automatic localization and translation of landing pages and product marketing content, allowing you to easily tap into the global market.

Who is it for?

Content marketing teams that want to speed up the process of creating written content and optimizing it for different audience segments.

Pricing 

Copy.ai has a free forever plan that includes 1 user, up to 2,000 words in chat, and limited access to its features.

For more, you can subscribe to one of three paid options:

  1. Starter: $49/mo, 1 user, unlimited words in chat.
  2. Advanced: $249/mo, up to 5 users, and access to advanced sales and marketing workflows.
  3. Enterprise: Custom pricing, custom number of users and more advanced features geared toward large-scale users.

Pros & Cons

✅ User-friendly interface.

✅ Optimized for creating various content types.

❌ Can’t create original content, human editing and proofreading are required.

❌ Limited information on more niche topics.

Ad management tools

9. RollWorks

Best for: Account-based advertising.

RollWorks is a powerful tool for managing account-based marketing and advertising.

It lets you create, run, track, and optimize ad campaigns from a single platform.

Features

  • Lets you create highly personalized multichannel ad campaigns tailored to your target accounts' detected online behaviors and needs.
  • Allows you to build custom dynamic account and contact lists with extensive filters to keep your advertising audiences fresh and relevant.
  • User-friendly campaign set-up engine provides targeting and retargeting best practices, helping you build winning campaigns.

Who is it for?

RollWorks is best suited for mid-size and enterprise B2B companies that want to find and target high-value accounts with personalized advertising campaigns.

Pricing 

RollWorks has separate plans for ABM marketing and advertising.

It doesn’t publish prices for either, so you’ll have to contact sales for a custom quote.

Pros & Cons

✅ Robust analytics tools for measuring marketing performance.

✅ Solid range of integrations.

❌ Steep learning curve.

❌ Non-transparent pricing.

10. Metadata

Best for: Paid social media ad campaign management.

Metadata lets you create and run targeted and personalized ad campaigns for various audience segments.

It simplifies multichannel ad campaign management by allowing you to automate various parts of the process, such as ad and budget optimization.

Features

  • Automatically optimizes campaigns and budgets by letting you set up relevant criteria (e.g., campaign objectives, audience segments you want to target, etc.).
  • Campaign experimentation lets you test several campaign versions with different audiences, messaging, offers, etc., uncovering insights into what works and what doesn’t.
  • Lets you visualize every customer interaction with your ads and website, allowing you to better target and retarget them with personalized campaigns based on the insights the platform revealed.

Who is it for?

Advertising agencies that juggle multiple clients or large businesses that need a holistic approach to managing advertising campaigns.

Pricing 

Metadata has 4 pricing plans:

  1. MetaMatch: From $295/mo
  2. Spotlight: From $1,200/mo
  3. DemandHub: From $4,200/mo
  4. Agency: From $12,000/mo

The DemandHub plan has a few optional (and mandatory add-ons), including:

  • Onboarding package (obligatory): $5,000 one-off
  • Google Search: $495/mo
  • Spotlight: From $500/mo

Pros & Cons

✅ Automatic ad optimization across B2B marketing channels.

✅ Nuanced audience targeting options.

❌ Very expensive.

❌ Difficult to master.

Next Steps: Start Capturing More MQLs & SQLs

Now, all that’s left is to decide which solution—or solutions—best fits your vision and business goals.

Each of these B2B marketing tools is good in its own way, although some offer more versatile use cases and a wider range of features than others.

One thing is certain, though.

Many potential customers visit your website daily, so a website traffic deanonymization platform—like Warmly—is a good place to start when crafting any marketing strategy.

In addition to identifying website visitors, Warmly also enables you to:

  • Detect the leads that are most likely to convert right now.
  • Handle marketing attribution.
  • Design winning outreach sequences based on buying signals the platform detected.

The best way to find out for sure if Warmly can deliver is to try it on for size.

Sign up for Warmly’s free plan and provide your sales and marketing teams with a swarm of qualified leads.

Or, if you’d prefer to see the platform in live action first, book a personalized demo with our team, and we’ll be happy to show you around.

Why B2B Sales Teams Need Contextual and Actionable Insights

Why B2B Sales Teams Need Contextual and Actionable Insights

Time to read

Alan Zhao

‎This blog post was co-created with the team at Pod, the first AI pipeline coach for B2B sellers.

Since the dawn of modern-day B2B sales, a battle has been brewing between the sellers who think a fully personalized, human approach is always best and those who believe 100% tech-supported (or entirely AI-led) selling is the future. 

Unfortunately, if you’re here for a straight answer to the above dilemma, we can’t give you one. The secret to successful B2B sales lies somewhere between ‘chatbots will die out’ and ‘our AI bots are 100% independent, and we human sellers retain no responsibility for their work’ (as an airline argued recently.) 

Successful selling has always been about knowing your customer. That means building out your ICP before you start selling, plus empowering your sales team to adapt to the prospect in the moment—whether that means adapting an offer or signing a deal on conditions. 

This kind of sales process requires a combination of best-in-class data and the personal relationship-building that only a human sales rep can do. Luckily for B2B sales teams, getting top-quality data to inform your selling strategy has never been easier. 

The Consequences of Flying Blind in B2B Sales

Any B2B company worth its salt knows that data is vital to operational decision-making. According to McKinsey research, companies that employ a data-driven sales method report above-market growth and an EBITDA that’s 15% to 25% higher. 

Surprisingly, though, many sales teams still aren’t using their data effectively. 40% of companies say their sales teams lack the right account intelligence to sell effectively, and 60% of marketers say the data they do have is unreliable.

Whether you’re yet to gather sales intelligence or collecting mountains of inaccurate or outdated data, the consequences for your B2B sales process are monumental. 

Inefficiency 

At any given time, as few as 15% of your buyers are actually in market. Combine this stat with the average B2B sales conversion rate, which stands at a little over 2%, and it’s obvious that the chance of inefficient selling is high for B2B sellers.

There’s also a very small window for converting each prospect. Talking to people who aren’t ready, aren’t the decision-makers, or aren’t even part of your ideal ICP (or all three) is a significant drain on your sales resources, which—let’s face it—are probably already stretched. 

When B2B sellers spend just two hours a day actually selling, you need to make those hours count. (Or find a way to reduce admin time and grant your SDRs more selling time, but we’ll cover this later.) 

Missed opportunities

What’s even worse for your revenue than selling to prospects who aren’t ready to buy? Missing the opportunity to sell to people who are

B2B buying cycles are getting longer. Typically, buyers don’t engage with sellers until about 70% of the way through the decision-making process, by which point, the chances of influencing a decision are slim. 



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Without accurate data to identify these decision-makers early, you’re likely letting ideal prospects slip through the net instead of giving yourself time to nurture the right people. 

On the other side of things, you should be fighting to keep those customers that you’ve already converted. Just a 5% increase in customer retention can lead to anywhere between a 25% to 95% profit increase—but unless you fancy manually reaching out to every existing customer and asking if they need additional services, you’ll need sales enablement tools to help you out. 

Poor customer experience

Cold door-to-door selling might be a thing of the past, but receiving email marketing for a product you have no interest in and no intention of buying can be just as annoying. 

Not only does intensive cold outreach increase your risk of selling to people who aren’t the right fit (see point one above), but it can also impact the overall customer experience. 

If you’ve been spamming a prospect for weeks who simply isn’t interested, chances are they’ll remember that experience in the future—and may pass you up for a competitor who understands them better.

Cold outreach can be a valuable tool, but only when you know who it is you’re selling to. That’s where personalized selling can come into play: giving your prospect what they need at the most opportune time. 

Enabling the Right Action at the Right Time

No B2B seller should be flying blind when talking to a prospect. The moment you hop on a call with them, you should be absolutely sure that you’re speaking to someone who can buy from you (“I’ll need to discuss this with X” is the last thing you want to hear) and is showing intent to purchase.  

Understanding who will buy and when they’re ready to buy are the biggest factors influencing your success in B2B sales. Accurate sales insights are the only way to get this information. 

Without comprehensive sales data, you’re essentially leaving your B2B sales reps stranded in the Wild West of sales calls without any of the tools they might need to survive. Grit and creativity will only get sales reps so far when the person they’re selling to just isn’t right.

Accurate research into your ICP, leads, and sales process turns every interaction with B2B buyers into a warm interaction, giving your team the best chance of converting. 

What are Contextual and Actionable Insights?

The best sales teams make decisions based on real-time data from three distinct areas of a prospect’s profile. 

Everything starts with your ICP. If you’re following an account-based marketing strategy, this includes insights related to your target companies and their firmographic data. 

After gathering data on your ICP, look at the data on your leads. How are you determining what an MQL or an SQL is? Do you have fully-enriched data on each of your leads?  

Finally, your sales reps can use signal data to determine whether the leads arriving at your website are in the market to buy and how likely they are to purchase at any given moment. This signal data provides the crucial ‘timing’ component to your sales strategy, ensuring your reps devote their valuable time to people more likely to convert. 

Together, these three data strands help you tap into buyer behavior and interest across the entire sales funnel


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ICP data

To build an effective sales funnel, you need to start with an accurate list of ‘right fit’ accounts. Both internal data (from your CRM) and external research can help you better understand who you’re targeting and why.

Start with the existing data in your CRM. Gather and analyze metrics such as the number of repeat customers and closed won or closed lost deals to determine which kinds of accounts typically buy from you. 

Afterward, you can use sales enablement software to help you identify similar accounts in the categories of repeat customers or closed wins. 

Meanwhile, closed lost data is a valuable source of information on why certain B2B buyers don’t purchase. For example, you can track how many closed lost accounts have recently purchased a competitor product, giving you a time frame for re-engaging. 

Lead data

Once you’ve clarified the types of accounts you want to prospect and adjusted your demand creation strategy accordingly, you should notice an uptick in qualified leads. Ideally, the process of acquiring qualified leads should be assisted by a tailored SEO strategy.

Your first step should be enriching your lead data as it enters your CRM. Data enrichment tools can fill your CRM with up-to-date contact information and identify additional buying committee members. 

Other data you can extract from your leads to influence your selling strategy include firm and technographic data. This could consist of company details such as:

  • Company size
  • Location
  • Revenue
  • Their current tech stack
  • Recent software renewals/purchases

Signals

Buying signals can massively enhance your sales strategy. In the past, sellers were limited to collecting signal data from lead magnets, newsletter sign-ups, and in-person interaction at a trade show or conference. Today, however, there are far more ways to understand if a prospect is likely to buy.

The first kind of signal you want to track is buyer intent: any signal that shows that a potential customer is researching or showing interest in your product or service. 

Intent signals can be divided into first-party (data that comes from your website or direct interactions with prospects) and third-party (signals collected by external software like Bombora or 6sense), and you should use a combination of both to evaluate interest. 

Other buying signals could come from the company itself. For example, if it’s just raised a funding round or has recently been hired in a key decision-maker role, you can assume it’s somewhere in the market for a new purchase. 

Not all intent signals show the same amount of intent, so evaluating the intent data you receive (or using a platform that evaluates it for you) is essential. 

Someone from a right-fit company engaging with your social content and subscribing to your newsletter is good, but if they arrive on your website and navigate directly to your pricing page, that’s an even stronger signal. 

This kind of signal-based selling is becoming more critical for sales teams. However, buying signals are part of a broader B2B sales strategy that draws accurate data from various sources to make smarter sales decisions. 

Insight-Driven Sales Strategies for Your B2B Sales Team

So, you’ve decided to turn to a more data-driven sales strategy. How do you give your sales team the best chance of success?

1. Gather the right data.

Not all data is created equally. Consider the source of any third-party data you’re considering using in your strategy and how accurate or up-to-date you expect it to be.  

Likewise, although we’ve outlined a range of data you could use, not every signal will be relevant to your company. Efficient data-driven sales depend on choosing the right data, not all the data.

2. Train and empower B2B sales teams.

The latest HubSpot Sales Trends report found that 82% of sales professionals say building relationships and connecting with people is the most important and most enjoyable element of selling. Spending weeks implementing new software is the opposite of empowering, meaning sales reps have less time than previously. 

So, preparing your sales team is just as important as finding the right data. Find tools that can make evaluating all those juicy insights quick and seamless. 

It’s not about cramming your tech stack full of trending AI assistants but selecting the tools that offer instant insights and a clean UX to boost sales productivity. 

3. Evaluate and refine. 

A data-driven sales strategy provides more opportunities for iterative improvements—but only if you regularly evaluate sales performance. 

Additionally, the problem for many sales teams when implementing a data-driven approach is adding too many tools simultaneously. Almost half of sales professionals are overwhelmed by the number of tools in their tech stack, and 29% said that actually reducing their tech stack would make them more efficient. 

So, if something isn’t working, reevaluate your strategy. The core advantage of a data-driven sales process is providing holistic insights, and your operations should be adaptable enough to change if necessary.  

Top Tools for Optimized Sales Insights

1. Warmly

Warmly combines best-in-class intent data with seamless tech stack integrations to help your sales teams work smarter, not harder. Starting with website visitor deanonymization, live video chat, and AI chatbots, we enrich your CRM with accurate prospect data and pull in buyer intent data to show you which prospects are really in the market to buy. 

After that, the magic really happens. Warmly uses those insights to automatically implement outreach sequences to the best-fit prospects. This personalized messaging co-occurs across email, chatbot, and LinkedIn, enabling you to find your prospects wherever they are and nurture them accordingly. 

2. Pod


Pod is the first AI pipeline coach for B2B sellers. It gives Account Executives direction on what deals to focus on and the information they need to close those opportunities. 

When sellers log into Pod, they can find their deals prioritized, telling them exactly what to focus on and what is at risk. Then, throughout the workday, Pod keeps reps focused on the sales tasks, including preparing for meetings and prioritizing upcoming sales deals. 

3. LinkedIn Sales Navigator

LinkedIn is a powerful space for B2B selling, and LinkedIn Sales Navigator helps you harness the power of that social network more efficiently. It can help you prioritize accounts engaging with your content and give you essential company signals like recent hires or job changes.

4. ZoomInfo

ZoomInfo is a full-stack GTM solution for enterprise organizations. Its capabilities range from visitor identification and intent data to marketing, talent outreach, and hiring. Given its extensiveness, ZoomInfo can be an excellent option for teams with the budget to invest in an end-to-end solution. 

5. HubSpot

Since it acquired Clearbit, HubSpot has significantly enhanced its sales enablement solutions. Clearbit is now the ‘HubSpot Native Data Provider,’ providing users of HubSpot’s sales solutions with tools like real-time data enrichment. Like ZoomInfo, it’s not the best solution for smaller sales teams. Still, given the breadth of HubSpot’s features and market-leading marketing solutions, it can be a valuable all-around solution. 

The Future of B2B Sales: Warmbound

‎We built Warmly to empower smaller sales teams to sell more efficiently by prioritizing warm leads over all leads. If signal-selling is the next trend in B2B sales, warmbound is the inevitable next step. 

Warmbound means identifying only the most accurate warm signals and using them to inform your outreach strategy. When all the data you’re reviewing points to a prospect being genuinely interested in your brand and product, your sales team can sell faster.

Interested in seeing how we enable smarter, warmer selling? Book a demo today, or get started with Warmly for free.

Best 16 Sales Tools to Close More Deals in 2024

Best 16 Sales Tools to Close More Deals in 2024

Time to read

Alan Zhao

In 2024, modern revenue teams' sales tools will have completely changed due to AI and a tightening of companies’ budgets. 

If chosen wisely, the best B2B sales tools can significantly improve your teams' performance, accelerate your sales cycle, and boost conversion rates.

The key is to find the B2B sales software that is perfect for your specific use case, business requirements, and budget.

In this guide, we reviewed the top 16 sales tools for 2024 - covering their features, advantages and limitations, pricing structures, and more.

We divided them into 8 categories:

  1. Signal-based selling
  2. All-in-one sales 
  3. Sales prospecting
  4. Lead generation 
  5. Sales automation 
  6. Account-based sales
  7. Sales intelligence
  8. Data enrichment

Let’s go!

What to Look for in a Sales Tool?

Before we get to the list, we’ll quickly outline a few key questions you should consider when buying B2B sales software, according to what keeps coming back in public reviews and online communities.

1. Will sales teams actually adopt it?

Reps are busy. They already spend a quarter of their time on non-sales activities.

If you try to introduce software that takes them out of their workflows or isn’t easy to use, it’s a waste of money, regardless of its capabilities or features.

It’s such a crucial part of modern sales tools that Dooly built a multi-million dollar business simply by making a smoother interface on top of Salesforce. 

Otherwise, you’ll spend a lot of time and money on rep training and depend too much on the solution’s customer support team.

2. Does it play well with others?

Modern sales tools integrate well with the rest of your tech stack, such as CRMs, productivity and collaboration platforms, analytics software, etc.

Before subscribing, check which out-of-the-box integrations the tool you’re interested in offers and how easily it can be connected to other third-party solutions without tapping into developer resources or consultants.

3. Will costs sneak up on you?

Be wary of gatekeeping too many features and volume-based pricing that increase exponentially. 

4. Are AI features just a marketing stunt?

Every sales product claims to be “AI-powered.” Most of them plug ChatGPT for simple use cases that add little value. 

Some solutions listed below are expectations, and have truly introduced novel capabilities that either save salespeople time or improve the quality of their work. 

Is it an all-in-one sales solution, or is it more focused on one sales segment, e.g., prospecting, engagement, etc.?

💡 Tip: Look for concrete mentions of AI-enabled capabilities in case studies or public reviews, like this one 👇

What Are the Best Sales Tools in 2024?

Signal-based selling:

  • Warmly - Enriches visitors with intent data and helps convert them.
  • Koala - Reveals first-party intent and product usage data.

All-in-one sales:

  • Zoominfo - Sales operating system.
  • Apollo - Sales intelligence and automation in one.

Sales prospecting:

  • LinkedIn Sales Navigator - LinkedIn-based prospecting.
  • Lusha - Sales prospecting anywhere on the web.

Lead generation:

  • Chili Piper - Inbound lead routing.
  • LeadGenius - Industry-specific lead generation.

Sales automation:

  • Clay - Personalized outreach powered by intent data.
  • Outreach - Cold email outreach on autopilot.

Account-based sales:

  • Demandbase - One of the more popular account-based marketing and sales platforms.
  • Keyplay - Advanced filtering and custom lead scoring for better targeting.

Sales intelligence:

  • Gong - AI-powered revenue intelligence platform.
  • Fireflies.ai - AI-driven meeting assistant.

Data enrichment:

  • Clearbit - AI-powered data enrichment.
  • Clay - Waterfall data enrichment.

Signal-Based Selling

1. Warmly

We’ll start with Warmly - our solution.

Disclaimer: We won’t try to convince you to choose our platform at all costs. We know that Warmly is the best fit for growing sales teams looking to drive more pipeline from their existing traffic and orchestrate intent-based campaigns that convert. 

Unsure if that’s you? Subscribe to our free plan and try it out - no strings attached.

Warmly is a revenue orchestration platform that:

  1. Identifies website visitors
  2. Enriches them with B2B and intent data.
  3. Automates sales operations (e.g., prospecting, engagement, etc.).

Let’s look into why Warmly’s stands out in the signal-based selling category ⤵️

Reveal and enrich your website visitors

Most signal-based data and workflow solutions can identify accounts, but not visitors. Warmly finds both and gives your sales reps the data they need to craft outbound that prospect reply to. 

This feature can be a game-changer when dealing with larger companies, as the right message at the right time to the wrong person won’t generate a qualified meeting.

Secondly, it lets you track visitors who come to your website through specific email campaigns, allowing for more precise marketing attribution. 

The tool enriches each identified visitor with:

1. Essential B2B data, such as:

  • Firmographics (job titles, email addresses, company addresses, phone numbers, etc.). 
  • Technographics (a business’s tech stack).
  • CRM data (account owners, ongoing and closed deals, previous interactions with your sales representatives, etc.).
  • SEP data (e.g., interactions with specific outreach campaigns).

2. First-party intent data (i.e., visitors’ interactions with your website), including:

  • Which pages they visited.
  • How long they stayed on each page.
  • The forms they filled out.
  • The content they downloaded (e.g., whitepapers, playbooks, case studies, etc.).

3. Third-party intent data (i.e., insights into visitors’ entire digital buyer journey), including:

  • Recently searched for topics.
  • Ads they clicked on.
  • Social media posts they posted/interacted with.
  • Job changes.
  • Visits to competitors’ websites.

Signal-based automation (prospecting, engagement, and lead routing)

Warmly offers several options for streamlining sales processes, letting you:

  • Automate manual, repetitive tasks.
  • Shorten time-to-lead.
  • Replace SDRs in activities that don’t require human attention.

Here’s how ⤵️

1. Orchestrator

Warmly’s Orchestrator adds leads that match certain criteria (i.e: match your ICP or show high-intent behavior on your site) to automated engagement campaigns like:

  • Sending contextual emails.
  • Connecting with qualified prospects on LinkedIn. 
  • Sending personalized DMs to key stakeholders.
  • Adding leads to outbound sequences.

You can build workflows of various complexity and scale with Orchestrator, as it lets you customize:

➡️ ‎ The orchestration trigger, i.e., the signal or activity that will initiate the workflow (e.g., identified company lands on your website, identified prospect visits a high-intent page, etc.).

➡️ ‎ Account-level targeting (e.g., size, deal stage, industry, etc.).

➡️ ‎ Lead-level targeting (e.g., role, seniority, etc.).

➡️ The number of personas you want to be included from each company.

➡️ The sequence you want to add them to (LinkedIn, email, or both).

➡️ CRM sync to automatically create new records or edit existing ones based on the Orchestrator’s activity.

You can also choose to have Warmly’s AI engage prospects live on your site. 

2. AI Chat

Timing is everything. 

That’s especially true for website visitors. 

AI Chat engages leads that land on your website and showcase certain behaviors.

The chatbot can be trained to answer product-specific questions, book meetings, offer product tours, share case studies, and more.

While AI Chat can automatically engage all website visitors, you can configure it to target only:

🎯 ‎ Certain visitor segments (i.e., visitors who came via an email campaign or those who fit your champion persona).

🎯 High-intent visitors (i.e., accounts visiting pricing pages, read a competitor comparison blog, etc.).

3. Automated lead routing

Automated lead routing lets you set up automated Slack alerts that will notify sales reps when a website visitor:

  • Comes through one of your outbound campaigns, indicating that they’re interested in learning more.
  • Asks a high-intent question in the chatbot (inquires about the pricing or a specific feature).
  • Asks to speak with a human SDR.
  • Is part of a highly-qualified account or takes high-intent actions on your site (to be defined by you).

Alters can be customized to alert the right rep based on criteria such as previous interactions, account ownership, industry, experience, etc.

Or you can opt for round-robin lead routing. 🔄

Note: Alerts can be used separately from other automation options. 

Live engagement

While some processes can be automated, companies like Caddis Systems grew website conversions by 500% in 7 days by engaging prospects in real time on their sites.

Warmly helps them nurture leads into qualified conversions via text chat and live video calls.

In the “Warm Calls” section of Warmly’s dashboard, you’ll find all the qualified visitors surfing your website right now.

Clicking on each will reveal enriched profiles and let you monitor their web session in real time. 

Once reps assess that a visitor is qualified enough, they can:

  1. Send a contextual message, emphasizing they're talking to a real human.
  2. Initiate a video call right on the website.

The two options can be combined for the best results, as you don’t want to jumpscare your leads by video-calling them out of the blue. Here’s an example 👇

Check out our Warm Calls best practices to ensure high response rates.

Pricing

Warmly offers a free forever plan that lets you reveal up to 500 people and companies visiting your website. It’s the perfect plan for getting a taste of one of the platform’s essential features.

If you expect higher traffic volumes and need more advanced capabilities, there are three paid tiers to choose from:

  1. Startup: $700/mo, includes 3 users, up to 10,000 monthly visitors.
  2. Business: From $1,440 to $1,740 per month, depending on the number of visitors you expect to have. It includes 10 seats.
  3. Enterprise: Custom plan. Created for users with an estimated traffic of 100,000+ visitors per month who need more customization. Includes 20 seats, advanced AI personalization, custom integrations, etc.

Note: All paid plans provide access to all of Warmly’s features and include deep integrations with sales intelligence tools such as Clearbit, Bombora, and 6Sense, allowing you to get a bundle of products at the price of one.

Integrations 

In addition to these data solutions, Warmly integrates with OpenAI and most modern SEP and CRM software, meaning it will easily fit into any business’s tech stack.

Pros & Cons

✅ Identifies both companies and individuals visiting your website.

✅ Enriches identified visitors with B2B and intent data.

✅ Lets you streamline sales prospecting, outreach, and engagement.

✅ Enables live video calls.

✅ Automated lead routing.

✅ All features and integrations are included in each paid plan.

❌ Annual pricing only.

2. Koala

Best for: Revealing first-party intent and product usage data.

Koala is a new website visitor identification solution that also provides product analytics.

Combining first-party intent data and insights into how customers interact with your product helps unearth new lead generation and cross- and up-selling opportunities.

Features

  • Reveals website visitors and enriches them with first-party intent data.
  • Intent and ICP scoring enables you to identify heating accounts and prioritize those that best fit your ICP. 
  • Tracks product usage data and translates it to actionable insights, letting you monitor your customers’ product journeys and detect important milestones.
  • Has options for automating email outreach.

Who is it for?

Koala is a good fit for Product-Led Growth businesses that want to track their customers’ product journeys and important touchpoints and capture new leads on their websites.

Pricing

Koala has a free forever plan, which includes up to 3 users and 250 identified visitors.

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

  1. Starter: $500/mo, up to 3 users ($300 a year per additional user), unlimited visitors
  2. Business: Custom plan, includes custom number of users, access to automation capabilities, lead scoring, signal reports, and more

Pros & Cons

✅ Tracks product usage and translates it into actionable insights.

✅ Automated lead scoring.

✅ Solid CRM integrations.

❌ No third-party intent data.

❌ Best features kept behind a paywall.

❌ Limited automation options.

❌ No live engagement features.

All-In-One Sales

3. Zoominfo 

Best for: Managing the entire sales process from a single point of control.

Zoominfo is one of the most popular sales tools thanks to its wide range of features and massive B2B database.

However, it’s worth noting that it comes with a price tag to match.

Features

  • Large B2B database with over 260M professional and 100M company profiles and 135M verified phone numbers.
  • Automated multichannel sales workflows (such as cold email or cold calling campaigns) triggered by specific buying signals.
  • AI-driven sales assistant, Copilot, which can summarize key info on each important lead, give outreach suggestions based on Zoominfo’s data, uncover potential sales opportunities, etc.

Who is it for?

Enterprise businesses that need to streamline a variety of sales processes.

Pricing

Zoominfo has separate plans for Sales, Marketing, and Talent teams.

No prices are disclosed, so you’ll have to contact its sales team for a custom quote.

How much you'll actually pay depends on:

  • Features and functionality you need.
  • Number of licenses.
  • Credit usage.
  • Other factors.

Pros & Cons

✅ Excellent B2B data coverage, especially regarding phone numbers.

✅ Wide range of features for handling various sales operations.

✅ CRM enrichment.

❌ Expensive.

❌ Limited website visitor identification functionality.

❌ Not as many automation options, focused on email outreach primarily.

4. Apollo

Best for: Sales intelligence and automated email outreach.

Apollo is a B2B sales intelligence and engagement platform that aims to provide a holistic approach to sales and marketing.

It has a solid range of features built to help GTM teams handle most of their day-to-day operations from a single platform.

Features

  • B2B database with 275M contacts and 73M companies with solid international coverage.
  • Automates email outreach, monitors and improves email deliverability, and has an AI-powered email writing assistant.
  • Inbuilt dialer for cold calling that comes with call recordings, transcripts, and CRM logs.

Apollo.io, a full-stack sales tech platform, bags $100M at a $1.6B  valuation | Medial

Who is it for?

GTM teams that need a solution optimized for outbound sales.

Pricing

Apollo has a free forever plan that includes unlimited email finder credits, 5 phone number credits, and 10 contact export credits.

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

Note: Professional and Basic plans come with a 14-day free trial.

Pros & Cons

✅ Advanced filtering options for more targeted prospecting.

✅ Good data accuracy.

✅ Lets you put email outreach on autopilot while reducing bounce rates.

❌ Dual credit system (you spend one credit for revealing an email address and another for getting a phone number), which scales badly.

❌ Best features available only on its higher tiers.

Sales Prospecting

5. LinkedIn Sales Navigator 

Best for: LinkedIn prospecting and lead generation.

LinkedIn Sales Navigator is LinkedIn’s native sales prospecting solution built to provide unlimited access to LinkedIn’s vast prospect pool.

Unlike third-party browser extensions that can get you banned from LinkedIn, Sales Navigator can be freely used on the platform, which is essentially its key selling point.

Features

  • Advanced filtering options that let you run segmented and precise searches across industries.
  • Tracks key signals indicating the right time to engage quality prospects (e.g., job change, posting or interacting with a particular LinkedIn post, etc.).
  • Lets you export prospect lists, which you can feed into sales engagement platforms. 

Who is it for?

Businesses that rely on LinkedIn as their primary prospecting and lead generation source.

Pricing 

LinkedIn Sales Navigator is one of LinkedIn’s most expensive solutions.

It has three pricing tiers:

  1. Core at $74.31 per month when billed annually. 
  2. Advanced at $125.87 per month when billed annually.
  3. Advanced Plus at a custom price.

If you need access to features such as CRM integrations, data verification, etc., you'll have to upgrade to the Advanced Plus plan.

Pros & Cons

✅ Optimized for LinkedIn prospecting.

✅ Nuanced filtering.

✅ Provides 50 InMails per month to contact even the prospects you’re not connected with.

❌ Limited use case.

❌ No automation options.

6. Lusha 

Best for: Finding B2B prospects anywhere on the web.

Lusha is a sales prospecting tool and B2B intelligence database with good international coverage.

In addition to its prospecting database, it has a Chrome extension that lets you scrape relevant data and build targeted prospect lists on LinkedIn, company websites, etc.

Features

  • 45M CCPA-compliant North American contacts and 21M GDPR-compliant European contacts.
  • Chrome extension for 1-click prospecting on LinkedIn, company websites, and CRMs.
  • Lets you create automated email outreach sequences that leverage Lusha’s data.

Who is it for?

SMBs looking for a multichannel sales prospecting solution.

Pricing 

Lusha has a free-forever plan with 50 email and 15 phone credits.

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

  1. Pro: Starting at $49 per user per month 
  2. Premium: Starting at $79 per user per month
  3. Scale: Custom price

The total costs will depend on the number of phone credits you need. 

Each plan claims to include unlimited email credits. 

However, keep in mind that a limit is in fact set on 2,000 revealed emails per month.

Pros & Cons

✅ Various filters (such as technology, funding, buyer intent, etc.) for better-targeted prospecting.

✅ Budget-friendly.

✅ User-friendly interface.

❌ Most of its advanced filters (e.g., intent signals) and sales intelligence features (bulk enrichment, CRM enrichment, etc.) are available to top-tier users only.

❌ Limited phone number data and issues with its accuracy.

Lead Generation

7. Chili Piper

Best for: Reducing time to lead.

Chili Piper is a demand conversion platform that excels at qualifying and routing inbound leads.

It heavily relies on website forms to detect warm leads, so it’s a good option if lead capturing forms a vital part of your lead generation strategy.

Features

  • Customizable lead qualification rules, allowing you to use your CRM data or data captured in web forms.
  • Advanced lead routing options that include letting you set up customized routing triggers, auto-removing out-of-office sales professionals from round-robin distribution, etc.
  • Chatbot that can engage leads, book meetings, and handle lead routing.

Who is it for?

Chili Piper is best suited for teams that primarily rely on inbound lead generation and sales.

Pricing 

Chili Piper has a specific pricing structure.

If you’re just starting, you can choose between:

  1. Chili Cal Free: Base plan that includes just a few essential features
  2. Chili Cal Teams: $22.5 per user per month that includes more advanced features, such as instant booking, round-robin, etc.

Note: Chili Cal Teams is available only for Salesforce users. If you have HubSpot, you can’t access it at all, and if you use another CRM software, you won’t get all the functionalities.

If you want additional features, you can upgrade to one of four product packages:

  1. Concierge: $45 per user per month + platform fee $225-$1,500/m based on the number of inbound leads submitted each month
  2. Chat:  $45 per user per month + platform fee of $1,500/month
  3. Distro:  $45 per user per month + platform fee of $225/month
  4. Handoff:  $45 per user per month + platform fee of $225/month

If you want access to all its products, you can opt for the bundled plan dubbed Demand Conversion Platform at $108 per user per month + $1,000/mo platform fee.

You can also create your own combinations:

  1. 2 Products: $25 per user per month per product + 1 platform fee
  2. 3 Products: $20 per user per month per product + 1 platform fee
  3. 4 Products: $18 per user per month per product + 1 platform fee

Chili Cal is included in all plans.

Pros & Cons

✅ Significantly reduces time to lead. 

✅ Customizable lead qualification rules that can be fine-tuned to your business.

❌ Complex pricing policy, the costs can quickly add up.

❌ Optimized for Salesforce, users of other CRMs can’t access its full potential.

8. LeadGenius 

Best for: Industry-specific lead generation.

LeadGenius is a B2B lead generation platform that delivers custom-curated precision data tailored to each client’s specific needs and customer base.

This approach helps you find ideal leads more easily, especially if they’re coming from a specific vertical.

Features

  • Provides on-demand data and detailed insights based on users’ ICP, target market, and other unique business requirements.
  • Combines AI and human expertise to ensure the data it delivers is industry-relevant and verified.
  • Artificial Intelligence-powered web scraper that collects custom-tailored actionable insights from anywhere on the web.

Who is it for?

Sales teams dealing with specific industries and lead bases that need bespoke data beyond typical B2B intelligence.

Pricing 

LeadGenius is yet another sales intelligence solution with a non-transparent pricing policy.

The only thing stated is that each price is based on the needs and scale of a user’s business.

Contact sales for more pricing details.

Pros & Cons

✅ Delivers bespoke data tailored to your needs.

✅ Tracks 40M+ businesses and 350M+ decision-makers. 

✅ Provides 100+ deep insights on individuals and companies, allowing you to easily pinpoint the leads that best match your ICP.

❌ Non-transparent pricing.

❌ Limited functionality.

Sales Automation

9. Clay 

Best for: Data-driven inbound and outbound sales automation.

Clay is a data enrichment and sales automation tool that leverages relevant lead data to build sales workflows.

It can automate inbound and outbound lead generation and outreach.

Features

  • Automated lead scoring based on the criteria you set up and the data Clay uncovers.
  • AI-powered assistant that does automatic lead research, drafts personalized emails, and adds them to email sequences.
  • Library of outreach sequences templates to help you kick-start outbound.

Who is it for?

GTM teams looking to automate and scale their outreach by leveraging quality data.

Pricing 

Clay has a free forever plan that provides 100 search credits per month and limited access to its features.

If you need more credits and features, you can choose from 4 pricing tiers:

  1. Starter: $149/mo
  2. Explorer: $349/mo
  3. Pro: $800/mo
  4. Enterprise: Custom pricing

You can try Clay out with a 14-day free trial of its Pro plan.

However, if you’re interested in using Clay to automate outbound, you’ll have to choose between the Pro and Enterprise plans, as they’re the only ones that let you automate outreach at scale.

Pros & Cons

✅ Helps create personalized outreach sequences based on the data points it collects.

✅ Can be used for data and CRM enrichment as well.

✅ AI-powered agent for pulling data from anywhere on the web and crafting tailored messages based on it.

❌ Learning curve.

❌ Automation features available only on its highest tiers.

❌ Doesn’t have native email sequencing capabilities, you need to connect it with an email outreach tool.

10. Outreach 

Best for: Automated email outreach.

Outreach is a sales execution platform that helps sales teams close more deals by putting parts of the sales pipeline on autopilot.

Its strongest feature is email sequencing, making it perfect if you mostly rely on cold email outreach for lead generation and sales.

Features

  • Automated email sequences, including auto follow-ups, out-of-office detection, and sentiment analysis.
  • Automated syncing of all reps’ activities with your Customer Relationship Management tools.
  • Customizable templates of outreach sequences.

Who is it for?

Outreach is the best fit for larger teams that want to streamline their outreach via email.

Pricing 

Outreach has five pricing plans:

  1. Engage
  2. Call
  3. Meet
  4. Deal
  5. Forecast

Each is geared toward a specific team and business requirements (e.g., revenue forecasting, deal management, sales engagement, etc.).

If automated sales engagement is what you’re looking for, then the Engage package would be best suited.

Pros & Cons

✅ Intuitive interface.

✅ Solid range of integrations with CRM and other popular sales tools.

❌ Non-transparent pricing, indicating it’s expensive.

❌ If you want more than sales automation, you’ll have to buy several product packages.

❌ Limited customization options.

Account-Based Sales

11. Demandbase

Best for: Advanced account-based sales and marketing.

Demandbase is an account-based sales and marketing platform that uses sales intelligence and intent data to help you create better-targeted campaigns across levels.

It also has orchestration features, allowing your teams to streamline sales activities more efficiently.

Features

  • Real-time website personalization lets you customize the customer journey of your target accounts by displaying unique copy, offers, images, ads, etc.
  • Account-based marketing orchestration enables you to create customizable workflows aimed at specific accounts/audience segments.
  • Customizable forecasting reports that let you score accounts and identify high-value ones.

Who is it for?

Larger businesses looking to boost and track ABM and ABX across channels.

Pricing 

Demandbase has three essential plans that include access to all its key features:

  1. Professional
  2. Enterprise
  3. Elite

However, Demandbase doesn’t have one-size-fits-all pricing, as each package is tailored to individual users.

Some of Demandbase’s features, such as its B2B data and personalization options, are available as add-ons only.

If you’re not interested in paying for all of Demandbase’s products, the platform lets you buy “A La Carte,” i.e., purchase only those you need.

In that case, you can choose from 4 product packages:

1- ABX, which includes 3 plans:

  • Professional
  • Enterprise
  • Elite

2- Advertising, that comes with two plans:

  • Self-Serve
  • Supported

3- Sales Intelligence with:

  • Enterprise
  • Elite

4- Data

Again, Demandbase doesn’t publish prices for any of these plans, so you must contact sales for more details.

Pros & Cons

✅ Lets you build data-driven sales and marketing workflows.

✅ Actionable analytics reports.

✅ Targeted B2B advertising and retargeting.

❌ Expensive.

❌ Learning curve.

❌ Limited integration capabilities.

12. Keyplay

Best for: Building customized target accounts list and account prioritization.

Keyplay helps users find prospects who fit their ICP and prioritize the hottest accounts by tracking various relevant signals.

It’s highly customizable, meaning it can easily fit into different business goals and requirements.

Features

  • AI Lookalike helps you find accounts that match your best-performing clients and deals.
  • Lets you build custom account-scoring systems for better prioritization.
  • Tracks intent signals and lets you set up custom signals tailored to your industry and needs.

Who is it for?

Businesses looking to find their TAM more efficiently and design better-performing marketing and sales strategies for converting high-value accounts.

Pricing 

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

However, it has 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 records and advanced features, you can subscribe to one of two paid plans:

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

Pros & Cons

✅ Highly customizable lead scoring features. 

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

❌ Integrates with only two CRMs, Hubspot and Salesforce.

❌ Offers only annual paid plans.

Sales Intelligence

13. Gong

Best for: Analyzing customer interactions and unearthing actionable insights.

Gong is a sales intelligence platform that harnesses the power of AI to analyze various interactions your team has had with potential customers, translating them into valuable insights.

Features

  • Gong’s AI model processes the entire context of all correspondence with your leads, highlighting key topics, top questions, and overall relationship dynamics.
  • Tracks over 300 unique signals to predict the outcome of any deal, allowing reps to prioritize winning deals.
  • Robust analytics tools that track KPIs and can be integrated with your CRM software or other business intelligence tools.

Who is it for?

Large sales teams looking to improve their performance and productivity by discovering hidden opportunities and bottlenecks in their communication with leads.

Pricing 

Gong doesn’t have fixed subscription fees.

Instead, it urges potential users to complete a simple questionnaire and specify their team size and requirements to get a custom quote. 

The pricing depends on the number and type of licenses you need.

Pros & Cons

✅ User-friendly interface.

✅ Its AI model provides concise and actionable insights that boost sales efficiency across levels.

✅ Can be used for coaching new reps.

❌ Non-transparent pricing.

❌ Limited features.

14. Fireflies.ai

Best for: Analyzing sales calls with potential customers and detecting important touchpoints, potential opportunities, buyer sentiment, etc.

Fireflies.ai transcribes, summarizes, and analyzes meetings with leads, providing sales reps and managers with insights into key moments, topics, and action items. 

Features

  • Transcribes and summarizes meetings across Zoom, Google Meet, Teams, and other video call platforms.
  • Lets you create custom topic trackers to easily find details relevant to your business goals.
  • Allows you to filter conversations by speaker, detect buyer sentiment, identify talk-to-listen ratio, etc.

Who is it for?

Sales teams that use video meetings for prospecting and closing deals.

Pricing

Fireflies.ai has a free forever plan with unlimited transcriptions, limited AI summaries, and 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 per user per month
  • Business: $29 per user per month
  • Enterprise: $39 per user per month

Pros & Cons

✅ Has a mobile app, providing on-the-go access.

✅ Highly accurate transcriptions and summaries.

✅ Affordable plans.

❌ Has a learning curve.

❌ Issues with accurately identifying buyer sentiment.

Data Enrichment

15. Clearbit

Best for: HubSpot data enrichment.

Clearbit is a real-time data enrichment tool that collects data from 250+ proprietary and external sources and transforms it into over 90 B2B attributes for individual and company profiles.

HubSpot acquired it late last year, which resulted in some of its features being discontinued and Clearbit becoming primarily oriented toward HubSpot record enrichment.

Features

  • Automatic data refreshes when a change is detected.
  • Form shortening for capturing more leads without losing relevant data.
  • White-labeled API to enrich records in your own SaaS product.

Who is it for?

HubSpot users looking for quick, seamless, and accurate CRM enrichment. 

Alternatively, since it can be white-labeled, Clearbit might be a good choice if you have a SaaS product you want to improve by embedding a rich B2B database.

Pricing 

Clearbit doesn’t reveal its pricing structure, meaning you’ll have to contact sales for more details.

The plan is volume-based and can include add-on functionalities like Forms, Advertising, and Capture. (The add-ons are probably charged extra).

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

Pros & Cons

✅ Accurate data.

✅ Can be integrated into your app as a white-label solution.

✅ Pulls data from a variety of sources.

❌ Opaque pricing.

❌ Some of its key features are only available as add-ons.

16. Clay 

Best for: Waterfall enrichment.

Clay made our list twice. This time, for its remarkable waterfall enrichment capabilities.

Features

  • Data coverage of 75+ data enrichment tools ensures that all your account and contact records have the most up-to-date information.

Who is it for?

GTM teams looking to automate and scale their outreach by leveraging quality data.

Pricing 

See section #9 above.

Pros & Cons

See section #9 above.

Next Steps: Finding the Best Tool for You

Now that you’ve got all this information at your fingertips, what next?

Well, there’s only one thing left to do.

The best way to find out which of these powerful tools is the best fit for your specific use case is to take a few of them you like the most on a test ride and see how well they perform firsthand.

If increasing website conversions and automating a good part of your prospecting and outreach efforts sparked your interest, then you might start with Warmly.

Subscribe to its free plan and start identifying quality leads that land on your website today.

Want more information on Warmly? Book a live demo with our team, and we’ll be happy to show you what Warmly can do for you.


The Best 9 ServiceBell Alternatives & Competitors in 2024

The Best 9 ServiceBell Alternatives & Competitors in 2024

Time to read

Alan Zhao

Need to find the best ServiceBell alternative for your GTM team?

This guide reviews the top 9 ServiceBell alternatives and competitors, analyzing each platform to the tiniest details—from key features to pricing structures.

We took several steps to get you the info you need, like:

  1. Testing most of the software ourselves.
  2. Interviewing real users for a more detailed view of their UX and UI.
  3. Sifting through dozens of G2 user reviews to get a more complete idea of the overall customer experience.

Before we begin, let’s answer one key question.

Why Do You Need a ServiceBell Alternative?

ServiceBell is an “allbound” platform that provides options for both outbound and inbound sales and marketing.

As such, it has a few nifty features worth mentioning, such as:

  • AI-powered parallel dialing features that let you dial up to 9 contacts simultaneously, with the AI distinguishing between actual humans and voicemail, allowing sales reps to focus on people.
  • It detects first-party intent and surfaces high-value accounts that show the most interest in your product or services.

However, several downsides to ServiceBell compel many users to look for an alternative solution.

1. Limited integrations

ServiceBell is a relatively new platform, which is one reason it doesn’t integrate with many sales and CRM platforms.

It only integrates with the most popular CRMs, such as Salesforce and HubSpot, stranding users of other CRMs.

Source

2. Prone to lagging and has a learning curve

One of ServiceBell’s upsides is its wide range of features for handling both inbound and outbound channels and engagement.

The downside is that having so many features packed into one product can make it:

  • Difficult to master.

Source

  • Prone to glitches and lags.

Source

Source

3. Expensive 

At first glance, ServiceBell’s plans don’t look that expensive, as there are lots of sales platforms with similar or even higher prices.

However, once you take a second look, you’ll notice a few things:

  • It has separate plans for intent, outbound, and inbound sales, meaning your total subscription fee may be much higher than expected.
  • If you want combined access to all its features, you’ll have to buy Allbound, its bundled plan.
  • The disclosed prices are just starting prices, meaning they can go up.
  • All plans are fairly limited in the number of monthly reveals (e.g., the first tier lets you reveal up to 5,000 visitors while the highest one reveals 25,000 visitors.

Source

And now, without further ado, we present our list of the 9 best ServiceBell competitors in 2024.

What Are the Best ServiceBell Alternatives and Competitors in 2024?

1. Warmly - Reveals the hottest leads on your website and helps convert them.

2. Zoominfo - All-in-one platform for sales and marketing.

3. Apollo - Sales intelligence and engagement tool.

4. Drift - AI-powered chatbot.

5. Demandbase - Account-based marketing and sales software.

6. FlashIntel - GTM platform for revenue teams that leverages cold calling and sales automation.

7. Intercom - AI-driven customer support chatbot platform.

8. Chili Piper - Demand conversion platform with advanced lead routing capabilities.

9. CallRail - Call tracking and analytics that help improve your reps’ outbound performance.

1. Warmly

We’ll start with Warmly, which is our solution.

It’s understandable that you may have some doubts about our impartiality, but we made sure we reviewed Warmly with no bias whatsoever, just like any other platform on the list.

We know its strengths and limitations best, which is why we’re confident that many users will find it to be the best ServiceBell alternative. 

If you don’t want to take just our word for it, you can always sign up for Warmly’s free plan and try it out for size firsthand.

Now that we cleared that up, let’s get to reviewing Warmly!

Warmly is a revenue orchestration platform built to help users detect high-intent leads that land on their website and engage them while they’re still hot.

Several features enable Warmly to achieve this. 

Feature #1: Website intent

Unlike most website visitor identification platforms, Warmly identifies individual as well as company visitors, allowing you to pinpoint the exact person on your website right now.

However, even when Warmly identifies only company accounts, you’ll still be able to easily discern who the vital stakeholders are since Warmly enriches each revealed visitor with essential B2B data, including:

  • Firmographic data (company location, job titles, buying committees, email addresses, phone numbers, etc.). 
  • Technographic data (a business’s tech stack).
  • CRM data ( account owners, ongoing and closed deals, previous interactions with your reps, etc.).
  • SEP data (e.g., interactions with specific outreach campaigns).
  • And much more.

But Warmly doesn’t stop at the basics, as it also provides detailed intent data on every identified lead:

  1. First-party intent data, such as pages visited, time spent on each, filled out forms, etc., because visiting and staying on high-value pages, like pricing, usually indicates that you’re dealing with a red-hot lead.
  2. Third-party intent data that tracks a trail of digital breadcrumbs your visitors left on the web - such as recently researched topics, engagement with certain social posts or ads, visits to competitors’ websites, etc. - which sends a strong signal they’re ready to convert.

Tapping into both first- and third-party intent data provides a much more complete picture of your hottest leads right now, allowing your sales reps to engage them immediately.

Moreover, having detailed intelligence on each lead, including buyer intent data and other information warmly pulled on them, enables reps to create highly personalized sales strategies bound to increase conversion rates.

Learn how to identify website visitors with Warmly here.

Feature #2: Automated outbound sequences

Losing quality leads just because you don’t have enough SDRs to reach out at the right time is a reality many businesses face.

This is why Warmly lets you automate your outbound sales while ensuring that a human can step in whenever necessary.

With Warmly’s Orchestrator, you can automatically add leads who match certain criteria to one of two outbound sequences:

  • Sending them an email.
  • Connecting with them on LinkedIn.

You can build all kinds of Orchestrator flows in just several steps:

  1. Decide which action will trigger the workflow (e.g., a company lands on your website, an important account changes jobs, researches solutions similar to yours, etc.).
  2. Specify which companies to target (e.g., those that match your ICP, show high-intent behavior, etc.) and which you want filtered out (e.g., existing customers).

  1. Specify the personas you want to contact from each company (e.g., marketing executives, content managers, etc.) and how many individuals from each account should be targeted.
  2. Choose the sequence you want (send email, connect on LinkedIn, add to CRM - or all three).
  3. End the workflow and click “Publish”.

You can also set up Slack alerts that will notify the SDR of your choice when a lead comes to your website through one of these outbound campaigns, ensuring they’ll be handled by the most adequate rep.

Feature #3: Live inbound chat

Warmly lets you monitor how leads interact with your website in real-time, enabling you to engage them via text or video chat when they exhibit high-intent behavior.

The “Warm Calls” section of Warmly’s dashboard shows who’s visiting your website right now and provides in-depth data on each identified visitor.

When reps recognize an account that fits your ICP or detect an account that’s visiting high-intent pages, they can:

Check out our Warm Calls best practices to ensure high response rates.

However, your SDRs won’t always be there at the right time to chat up high-value leads.

To avoid missing out on good opportunities, you can also leverage Warmly’s AI Chat, instructing it to engage:

  • All website visitors.
  • Only some segments (e.g., those that match your ICP, show high intent, etc.).

The chatbot will tailor its messaging to each identified visitor, providing them with a personalized experience.

Just like with the outbound feature, you can keep a human in the loop by setting up Slack alerts to notify SDRs when:

  • A target account lands on your website.
  • When a lead asks to speak with a real human or makes a high-intent query in the chatbot.

Pricing

Warmly has a generous free forever plan that lets you reveal up to 500 people and companies visiting your website. This plan is perfect for getting a taste of one of the platform’s basic features.

If you expect higher traffic volumes and need more advanced capabilities, there are three paid plans to choose from:

  1. Startup: $700/mo, includes 3 users, up to 10,000 monthly visitors.
  2. Business: From $1,440 to $1,740 per month, depending on the number of visitors you expect to have. It includes 10 seats.
  3. Enterprise: Custom plan. Created for users with an estimated traffic of 100,000+ visitors per month who need more customization. Includes 20 seats, advanced AI personalization, custom integrations, etc.

Note: All paid plans provide access to all of Warmly’s features and include seamless integrations with sales intelligence tools such as Clearbit, Bombora, and 6Sense, allowing you to get a bundle of products at the price of one.

Integrations

In addition to these data solutions, Warmly also integrates with OpenAI and most modern SEP and CRM platforms, meaning it will easily fit into any business’s existing tool stack.

How does Warmly compare to ServiceBell?

Both ServiceBell and Warmly identify website visitors and enrich them with intent data.

However, Warmly is focused on maximizing your website’s lead generation and conversion potential, with all its features optimized for achieving these goals.

ServiceBell's features are a bit all over the place. It tries to cover both live dials and website video chats equally well but does not really succeed. 

As a result, its platform often lags due to too much going on at once.

The biggest difference, however, is ROI.

With ServiceBell, the number of monthly reveals you get is far too small for the cost. In contrast, Warmly includes all features and integrations in all its pricing plans and provides significantly more monthly credits.

The conclusion?

If you rely on cold calling, then ServiceBell is a superior choice.

If you want to build data-powered workflows that convert more pipeline, try Warmly.

Pros & Cons

✅ Identifies individuals and companies visiting your website.

✅ Enriches leads with intent data and essential B2B data.

✅ Outbound sales on autopilot.

✅ Live video and text chat.

✅ All paid plans include all features + deep integrations with several data providers.

❌ Annual pricing only.

2. Zoominfo

Best for: Managing your sales funnel from top to bottom.

Similar to: Apollo

Zoominfo takes a holistic approach to sales management, providing a wide range of powerful features built to help talent, marketing, and sales teams handle critical business operations.

Its biggest strength by far is its massive B2B database, making Zoominfo a favorable alternative to ServiceBell for users interested in sales intelligence coupled with a variety of other functionalities.

Features

  • Large B2B database with over 260M professional and 100M company profiles and 135M verified phone numbers.
  • Chorus conversational intelligence for analyzing all customer conversations, such as calls, emails, meetings, etc.
  • Automated sales and marketing workflows for putting multichannel outreach on autopilot.

Who is it for?

Zoominfo is best suited for enterprise businesses that need to efficiently manage a broad range of sales processes.

Pricing

Zoominfo has separate plans for Sales, Marketing, and Talent teams.

No prices are disclosed, so you’ll have to contact its sales team for a custom quote.

The exact price will depend on:

  • Features and functionality.
  • Number of licenses.
  • Credit usage.
  • Other factors.

Pros & Cons

✅ Identifies companies visiting your website.

✅ Wide range of sales engagement options, ranging from web chats and forms to automated outreach sequences.

✅ Excellent coverage of NAM B2B data.

❌ Expensive.

❌ Can be overwhelming, especially for smaller teams.

❌ Frequent issues with data accuracy.

3. Apollo

Best for: Sales intelligence and CRM enrichment.

Similar to: Zoominfo

Apollo is a B2B sales intelligence, prospecting, and engagement platform.

Similarly to Zoominfo, it offers both a B2B database and sales orchestration options, allowing you to handle everything from prospecting to lead nurturing at a more affordable price.

Therefore, it’s a solid ServiceBell alternative for users who need to streamline the entire sales cycle from a single point of control without necessarily spending a fortune

Features

Apollo.io, a full-stack sales tech platform, bags $100M at a $1.6B  valuation | Medial
  • B2B database with 275M contacts and 73M companies with solid international coverage.
  • Various outbound sales engagement options, including automated LinkedIn and email outreach and cold calling coupled with auto call recordings, transcripts, and CRM logs.
  • Monitors and improves email deliverability and has an AI-powered email writing assistant.

Who is it for?

SMBs looking for a well-rounded outbound sales solution.

Pricing

Apollo has a free forever plan that includes unlimited email finder credits, 5 phone number credits, and 10 contact export credits.

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

Note: Professional and Basic plans come with a 14-day free trial.

Pros & Cons

✅ Advanced filtering options for more targeted prospecting.

✅ Good data accuracy.

✅ Lets you build automated outreach sequences.

❌ Dual credit system (you spend one credit for revealing an email address and another for getting a phone number), which scales badly.

❌ Best features available only on its higher tiers.

4. Drift

Best for: Conversational sales and marketing.

Similar to: Intercom

Drift is an AI-powered chatbot platform that engages your website visitors and detects high-intent queries and responses.

It’s a good ServiceBell alternative if you need a chatbot first and foremost.

Features

  • Customizable chatbots powered by Generative AI.
  • Reveals website visitors’ intent scores and notifies reps so they can focus on high-intent ones.
  • Lets you create personalized videos, emails, and messages at every stage of the customer’s journey and engage them live.

Who is it for?

Mid-size to enterprise-level businesses interested in getting an automated SDR present on their website 24/7.

Pricing

Drift has three plans:

  1. Premium: $2,500 per month
  2. Advanced: Pricing not disclosed
  3. Enterprise: Custom price

Drift doesn’t offer a free trial.

Also, some of its most powerful features, such as intent scoring, are add-ons charged extra.

Pros & Cons

✅ User-friendly.

✅ Has a mobile app for on-the-go access.

❌ Very expensive.

❌ Prone to crashes and glitches. 

❌ Often generates low-quality interactions that lead nowhere.

5. Demandbase

Best for: Account-based marketing.

Similar to: FlashIntel

Demandbase is an ABM tool that lets you build automated marketing workflows on top of intent signals.

It’s a good ServiceBell alternative if you want to leverage intent data for orchestrating marketing operations.

Features

  • Real-time website personalization lets you customize your target accounts’ customer journey by displaying tailored copy, offers, images, ads, etc.
  • Account-based marketing orchestration enables you to create customizable workflows (e.g., CRM record edit/creating new ones, trigger plays in marketing automation solutions, etc.) targeting specific accounts/audience segments.
  • Tracks and detects buyer intent signals across channels.

Who is it for?

Marketing teams looking for an ABM solution to target specific accounts and audiences more efficiently.

Pricing

Demandbase has three essential plans that include access to all its core features:

  1. Professional
  2. Enterprise
  3. Elite

No prices are published for any plan.

Also, some of Demandbase’s features, such as its B2B data and personalization options, are available as add-ons only.

If you’re not interested in paying for all of Demandbase’s products, the platform lets you buy “A La Carte,” i.e., purchase only those you need.

In that case, you can choose from 4 product packages:

1. ABX, which includes 3 plans:

  • Professional
  • Enterprise
  • Elite

2. Advertising, that comes with two plans:

  • Self-Serve
  • Supported

3. Sales Intelligence with:

  • Enterprise
  • Elite

4. Data

No prices are published for these either, so you’ll have to contact sales for more details.

Pros & Cons

✅ Lets you build data-driven marketing workflows.

✅ Advanced analytics features that track and analyze target accounts’ online interactions.

❌ Difficult to navigate.

❌ Expensive.

❌ Limited integrations.

6. FlashIntel

Best for: Sales intelligence and data enrichment paired with handling outbound sales. 

Similar to: Apollo, Zoominfo

FlashIntel is a GTM solution with a solid B2B database that includes everything from basic B2B data to social intent, job changes, etc.

It also has cold-calling options and lets you create automated outreach sequences.

FlashIntel has more capabilities than ServiceBell, making it a better choice for GTM teams that need to handle a wider range of business processes.

Features

  • AI-powered parallel dialing option coupled with pre-made cold calling scripts to help you kickstart outreach.
  • Database with 100M+ companies and 1B+ people with advanced search filters and 150+ data attributes for targeted lead list building and prospecting.
  • AI-driven personalized messaging across several channels that leverages the intelligence FlashIntel has on potential customers to deliver tailored customer experiences.

Who is it for?

Revenue teams that need a compact solution to manage prospecting, audience targeting, and engagement from a single platform.

Pricing

FlasIntel has separate plans for its parallel dialer and revenue acceleration package:

1. AI Parallel Dialer: $399 per user per month, billed annually

2. FlashInfo (which basically includes all other FlashIntel’s features) has three plans:

  • Professional: $550 per month, $183 per month per additional user
  • Advanced: $880 per month, $283 per month per additional user
  • Elite: Custom pricing, minimum 5 users

The Parallel Dialer has a trial period, but it’s not free. You can access it for $9.99 for 7 days before being charged its full price.

FlashInfo has a limited free plan.

Pros & Cons

✅ Multiple intent data types, including social intent.

✅ User-friendly.

❌ Separate packages for cold calling and the rest of its features.

❌ Doesn’t integrate with that many CRMs.

❌ Lacks native analytics and reporting capabilities.

7. Intercom

Best for: AI-driven customer support.

Similar to: Drift

Intercom is an AI-powered tool that delivers instant customer support, reducing the volume of support requests that your customer service teams must handle.

It’s a good ServiceBell alternative if you need to put a large chunk of customer support on autopilot.

Features

  • AI-powered multichannel customer support chat widget that can be customized to fit your business requirements.
  • AI Copilot that provides contextual recommendations and summaries and pulls relevant data, boosting support agents’ efficiency.
  • Team inboxes allow the entire customer support team to collaborate on troubleshooting complex issues. 

Who is it for?

Customer success teams that want to streamline part of their operations.

Pricing

Intercom has a 14-day free trial if you want to test it before signing up.

You can upgrade to one of three plans:

  1. Essential: $39 per user per month
  2. Advanced: $99 per user per month
  3. Expert: $139 per user per month

Pros & Cons

✅ User-friendly interface.

✅ AI-driven analytics reports that provide valuable insights into your support operations across channels.

❌ Limited use case - cannot be used for sales and marketing. 

❌ Can get expensive for larger teams.

❌ Often slow to load and fails to assign chats to appropriate support agents.

8. Chili Piper

Best for: Inbound lead routing.

Similar to: Demandbase

Chili Piper is a sales platform that excels at inbound lead routing and qualification.

It primarily uses website forms to identify warm leads, so it’s a viable ServiceBell alternative if you rely heavily on lead-capturing forms.

Features

  • Advanced lead routing options, including automatically removing out-of-office reps from round-robin distribution, allowing you to set up custom triggers based on what’s relevant to your business, etc.
  • Qualifies leads based on the forms they fill out, according to the data in the form, your CRM, or email domain.
  • Meeting scheduling features that enable automated scheduling and rescheduling meetings and auto-detect time zones.

Who is it for?

Chili Piper is best suited for teams focused on inbound sales and lead generation.

Pricing

Chili Piper has an interesting pricing structure.

If you’re just starting, you can choose between:

  1. Chili Cal Free: Base plan that includes just a few essential features
  2. Chili Cal Teams: $22.5 per user per month that includes more advanced features, such as instant booking, round-robin, etc.

Note: Chili Cal Teams is available only for Salesforce users. If you have HubSpot, you can’t access it at all, and if you use another CRM, you won’t get all the functionalities.

If you want additional features, you can upgrade to one of four product packages:

  1. Concierge: $45 per user per month + platform fee $225-$1,500/m based on the number of inbound leads submitted each month
  2. Chat:  $45 per user per month + platform fee of $1,500/month
  3. Distro:  $45 per user per month + platform fee of $225/month
  4. Handoff:  $45 per user per month + platform fee of $225/month

If you want access to all its products, you can opt for the bundled plan dubbed Demand Conversion Platform at $108 per user per month + $1,000/mo platform fee.

You can also create your own combinations:

  1. 2 Products: $25 per user per month per product + 1 platform fee
  2. 3 Products: $20 per user per month per product + 1 platform fee
  3. 4 Products: $18 per user per month per product + 1 platform fee

Chili Cal is included in all plans.

Pros & Cons

✅ Significantly reduces time to lead thanks to its advanced routine options.

✅ Robust CRM integrations. 

❌ Complex pricing, your costs can easily skyrocket.

❌ Has a learning curve.

9. CallRail

Best for: Tracking and analyzing cold calls.

Similar to: Zoominfo Chorus, Apollo

Features

  • Conversational intelligence that records, transcribes, and analyzes each call, unearthing valuable insights into campaigns’ performance.
  • Call attribution reveals how your leads found out about you and follows them through each step of their buyer journey.
  • Form tracking that reveals what compelled website visitors to fill out your forms, analyzing their behavior and connecting all the touchpoints that brough them to you.

Who is it for?

Teams that need accurate attribution of their outbound and inbound marketing and sales efforts.

Pricing

CallRail has 4 pricing tiers:

  1. Call Tracking: $50 plus additional usage
  2. Call Tracking + Conversation Intelligence: $100 plus additional usage
  3. Call Tracking + Form Tracking: $100 plus additional usage
  4. Call Tracking Complete: $150 plus additional usage

Each has a 14-day free trial period.

Pros & Cons

✅ User friendly.

✅ Accurate transcripts.

✅ Robust third-party integrations.

❌ Can get expensive.

❌ Limited functionality.

Next Steps: Picking the Perfect ServiceBell Alternative for Your Business

And there you have it folks - a detailed breakdown of everything you need to weigh the pros and cons of each platform against your goals and requirements.

Some are more focused on a single sales and marketing channel or use case - such as CallRail and Intercom - while others provide a wider range of possibilities, like Apollo and Zoominfo.

If taking the middle road appeals the most to you—that is, if you need a solution that is optimized for one specific channel but provides a wide range of features to handle both inbound and outbound sales and marketing—then Warmly might be the ideal fit.

The best way to find out for sure?

Stop reading and start doing!

Sign up for Warmly’s free plan and play around with its capabilities to see how well it suits you.

If you’d like to explore it a bit more first, you can always book a personalized demo with our team.

Try it below ⬇️

10 Best (ABM)Account-Based Marketing Software in 2024

10 Best (ABM)Account-Based Marketing Software in 2024

Time to read

Alan Zhao

Email is dead. 

You’ve heard that a bunch lately, haven’t you?

Cold outbound is not dead. But to get results from it and any other sales initiative, you need an effective marketing strategy behind it.

ABM (Account-Based Marketing) software can be the difference between a dry pipeline and a full one, as it helps:

  1. Run targeted and personalized marketing campaigns at scale. 
  2. Achieve good sales and marketing alignment.
  3. Build stronger relationships with leads by letting you tailor your marketing approach to each.
  4. Opening new opportunities for cross-selling and up-selling. 
  5. Allocate resources more efficiently instead of relying on a “spray and pray” strategy.
  6. Make marketing attribution easier, more accurate, and more precise.

However, finding the best account-based marketing tool for your specific use case and business goal is challenging, given the number of platforms on the market today, 

More importantly, ABM has changed from firmographic-based to signal-based.

We crafted a list of the 10 best modern account-based marketing platforms to help you find the one that’s best for your GTM motion and industry.

Before getting into the products - a few things to consider before you pick one ⤵️

What should I look for in Account-Based Marketing software?

🎯 ‎ Scalability

The software you pick needs to scale well as your business grows and expands. 

Be on the lookout for tools that aren’t known to handle large data volumes or have pricing structures that can creep up on you at scale.

🎯 ‎ Integration with your existing tech stack

If you need to completely change the sales and marketing suite you already use to maximize your ABM software, it's better to find an alternative tool that complements your current one.

The features might be amazing, but if it can’t talk to other tools in your arsenal, workflows will fail. 

And you already know that developers don’t have time for your marketing tasks! 


🎯 ‎ The right underlying data

The whole point of having an account-based marketing platform is to detect key accounts and run targeted campaigns to them.

If your tool, or surrounding data infrastructure is lacking, you won’t be able to run tailored campaigns. That’s why tools like Warmly, Koala, and Snitcher have been so popular with marketing teams in 2024.

🎯 ‎ Real-time engagement

“Strike while the iron is hot” is the golden rule of effective marketing strategies, as engaging high-potential accounts is a must if you want to nurture them into conversion.

Check whether the tool you’re interested in has options for engaging high-intent leads while they’re still hot.

And now, our list of the top 10 account-based marketing software ⤵️

What Is the Best Account-Based Marketing Software?

1. Warmly - Best for identifying the hottest leads among your website visitors.

2. Factors.ai - Provides advanced analytics and multi-touch attribution. 

3. Demandbase - ABM platform that leverages intent data and sales intelligence to help you target the right accounts.

4. RollWorks - Best for account-based advertising and retargeting.

5. Mesh - Artificial Intelligence-powered multichannel revenue and marketing attribution.

6. Propensity - ABM tool for SMBs new to account-based marketing.

7. N.Rich - Builds CRM-based ICPs to help you pinpoint your target audience.

8. Snitcher - Identifies website visitors and enriches Google Analytics with the revealed data.

9. Visitor Queue - Website traffic identification paired with real-time website personalization.

10. Signals - Intent signals-driven marketing orchestration platform.

1. Warmly

Note: Although Warmly is a powerful tool for boosting account-based marketing campaigns by providing intent data, it’s primarily aimed at sales teams.

Warmly is a revenue orchestration platform that helps you identify the hottest leads among your website visitors and enables you to reach out precisely when they’re most likely to convert.

A short disclaimer is in order here.

Warmly is our solution, but we still included it in the top 10 list. 

The reason for that is simple - we know our target market and Warmly’s capabilities well, which is why we’re confident that our platform can deliver excellent results when it comes to:

  • ABM
  • Lead generation and prospecting
  • Sales engagement
  • Improving conversion rates

Of course, not everyone will find Warmly to be a match, which is one of the reasons why we reviewed it as objectively as any other platform on the list. 

It’s in both our and your best interest not to mislead you in any way.

Now that we have cleared that up, let’s examine what makes Warmly one of the sales and marketing teams’ favorite tools.

Feature #1: Website intent

Warmly lets you harness your website’s full sales and marketing potential by uncovering individual and company contacts who visit your website.

It successfully identifies about 65% of companies and 15% of people visiting your website, unlike most website traffic tracking tools that usually reveal only company accounts.

Knowing who’s visiting your website - often pinpointing the exact individual who’s surfing it right now - is crucial for any effective marketing strategy as it:

  • Helps with creating a more accurate ICP based on the accounts that visit your website the most.
  • Provides a rich pool of potentially warm leads.

However, when identifying website visitors, Warmly provides more than just basic B2B data, such as:

  • Firmographic data (job titles, email addresses, geographic locations, phone numbers, etc.). 
  • Technographic data (a business’s tech stack).
  • CRM data (ongoing and closed deals, account owners, previous interactions with your reps, etc.).
  • SEP data (e.g., interactions with outreach campaigns).
  • And more.

It also enriches each identified visitor with granular intent data, including:

  1. Actionable insights into visitors’ website sessions (which pages they visited, where they stayed the longest, which content they downloaded, forms they filled out, etc.).
  2. Third-party intent data that includes purchase intent signals gathered from across the web, such as recently searched-for topics, visits to competitors’ pages, interactions with ads, etc.

Why is intent data important for ABM?

Quality intent data lies at the core of all successful account-based marketing strategies as it reveals:

  • Who your hottest and surging accounts are right now.
  • The perfect time to contact them.
  • The optimal outreach channel for the best results.

In turn, this lets you:

  1. Create better-targeted sales and marketing campaigns.
  2. Equip reps with the intelligence they need to create marketing and sales outreach strategies optimized for success.
  3. Provide excellent customer experiences by creating a tailored approach for each potential customer.
  4. Identify accounts ready to convert and have your sales reps engage them while their interest is at its peak.
  5. Qualify and score leads with accuracy and precision.

Feature #2: Lead routing and alerts

Warmly provides automated lead routing options to avoid quality leads going under the radar.

The platform lets you set up real-time Slack notifications that alert reps when a high-value account lands on your website.

To ensure that each potential customer will be handled by the professional most capable of providing an optimal experience, you can specify the criteria by which a lead will be assigned to a particular rep, such as:

  • Geographic location
  • Industry
  • Previous interactions, etc.

The notifications will be triggered by any action you configure as relevant, such as:

  1. When a quality lead matching your ICP lands on your website.
  2. When a lead asks a high-intent question in the chatbot (e.g., wants to know more about pricing details, a specific product feature, etc.).
  3. When they specifically request to speak with a real person.

Sales reps can take it from there by engaging potential customers via Warmly’s personalized engagement features.

Feature #3: Live engagement

There’s no point in knowing who your hottest leads are right now if you cannot reach out while they’re still hot.

Warmly has several options for engaging leads, including:

  1. AI Chat
  2. Live chat
  3. Live video calls

AI Chat is a Drift-like chatbot that you can instruct to automatically engage leads by shooting contextual messages based on the high-quality data Warmly reveals.

This provides an automated option for keeping leads engaged, ensuring their questions are answered, and delivering a tailored experience for each lead.

The live chat and video call options are where your sales reps get their chance to shine.

Namely, when you go to the “Warm Calls” part of Warmly’s dashboard, you’ll see all the individual and company accounts that are on your website right now.

Clicking on any visitor shows all the intelligence Warmly has on them and lets you monitor their web session in real-time. 

When sales reps detect high-intent behavior, they can reach out by:

  1. Sending a chat message.
  2. Hopping on a video call right from Warmly’s dashboard.

Pricing 

Warmly has a generous free plan that lets you reveal up to 500 people and companies visiting your website. This plan is perfect for trying out the platform’s essential features.

If you expect higher traffic volumes and need more advanced capabilities, there are three paid plans to choose from:

  1. Startup: $700/mo, includes 3 users, up to 10,000 monthly visitors.
  2. Business: From $1,440 to $1,740 per month, depending on the number of visitors you expect to have. It includes 10 seats.
  3. Enterprise: Custom plan. Created for larger-scale users with an estimated traffic of 100,000+ visitors per month. Includes 20 seats, advanced AI personalization, custom integrations, etc.

Note: All paid plans provide access to all of Warmly’s features and include integrations with sales intelligence tools such as Clearbit, Bombora, and 6Sense, allowing you to get a bundle of products at the price of one.

Integrations

All of Warmly's paid plans include access to these data solutions, meaning you’ll pay for one platform and get an entire bundle of products.

It also integrates with OpenAI and most modern sales tools (SEPs, Customer Relationship Management platforms, etc.) to ensure easy implementation into your existing tech stack.

Pros & Cons

✅ Identifies both companies and individuals visiting your website.

✅ Provides detailed intent data for each lead, letting you create personalized outreach campaigns.

✅ Versatile sales engagement capabilities.

✅ All paid plans include all features and robust integrations with several data providers.

❌ Annual pricing options only.

2. Factors.ai

Best for: Intent data and marketing attribution.

Factors.ai is a B2B intelligence, marketing attribution, and analytics tool that identifies website visitors and tracks how they interact with your marketing campaigns across channels.

Features

  • Tracks and analyzes cross-channel marketing efforts, enabling more precise ad and retargeting campaign attribution, content attribution, and more.
  • Customer journeys show exactly how a key customer is progressing through the pipeline.
  • Marketing funnel analytics that lets you identify relevant touchpoints and points of friction and detect bottlenecks.

Who is it for?

Good option for teams looking to map out the entire customer journey and create better-targeted marketing and account-based advertising campaigns.

Pricing

Factors.ai has a free plan that lets you reveal up to 200 companies per month and includes 2 seats with access to some of the platform’s most basic features.

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

  • Basic: $249/mo
  • Growth: $799/mo
  • Custom: Custom price

All plans are annual.

Pros & Cons

✅ Advanced campaign analytics that lets you track all relevant KPIs.

✅ Multichannel attribution.

❌ Unintuitive userface.

❌ Identifies company accounts only.

❌ The most relevant features are hidden behind a paywall.

3. Demandbase

Demandbase is a dedicated account-based marketing platform that uses sales intelligence and intent data to help you deliver more personalized experiences.

It also offers sales and marketing orchestration features, allowing your teams to streamline their processes.

Features

  • Customizable forecasting reports that let you score accounts and identify high-value ones.
  • Personalizes website experiences for each detected account by displaying unique images, copy, and CTAs based on the intelligence Demandbase has on them.
  • Lets you build automated sales and marketing workflows on top of buying signals and account intelligence.

Who is it for?

Enterprise businesses looking to boost and track ABM and ABX across levels.

Pricing

Demandbase has three essential plans that include access to all its key features:

  1. Professional
  2. Enterprise
  3. Elite

However, Demandbase doesn’t have one-size-fits-all pricing, as each package is tailored to individual users.

Some of Demandbase’s features, such as its B2B data and personalization options, are available as add-ons only.

If you’re not interested in paying for all of Demandbase’s products, the platform lets you buy “A La Carte,” i.e., purchase only those you need.

In that case, you can choose from 4 product packages:

1- ABX, which includes 3 plans:

  • Professional
  • Enterprise
  • Elite

2- Advertising, that comes with two plans:

  • Self-Serve
  • Supported

3- Sales Intelligence with:

  • Enterprise
  • Elite

4- Data

Again, Demandbase doesn’t publish prices, so you must contact sales for more details.

Pros & Cons

✅ Lets you build data-driven sales and marketing workflows.

✅ Detailed analytics reports.

✅ Targeted B2B advertising and retargeting.

❌ Expensive.

❌ Learning curve.

❌ Limited integration capabilities.

4. RollWorks

RollWorks is an account-based marketing and advertising platform that leverages account-level intelligence and AI-driven actionable insights to help you personalize marketing campaigns.

Features

  • Identifies website visitors, allowing you to detect best-fit accounts and prioritize them accordingly.
  • Lets you create highly personalized multichannel ad campaigns tailored to high-value target accounts' specific needs and detected behaviors.
  • Robust reporting and analytics tools for tracking ABM campaigns performance.

Who is it for?

RollWorks is best suited for mid-size and enterprise-level B2B companies that need to detect and secure high-value accounts and target them with personalized advertising campaigns.

Pricing

RollWorks has separate plans for ABM marketing and advertising.

It doesn’t publish prices, so you’ll have to contact sales for a custom quote.

Pros & Cons

✅ Enhances B2B display advertising.

✅ Detailed account-based analytics that lets you track ROI and marketing attribution.

❌ Opaque pricing.

❌ Steep learning curve.

5. Mesh

Mesh is a revenue marketing platform that unifies and cleans your data across 100+ relevant sources, providing a consolidated picture of your sales and marketing efforts at an account level. 

Features

  • Real-time Slack or email alerts when the platform detects a data anomaly that indicates something with your campaigns is underperforming, allowing you to make timely adjustments.
  • AI-powered multi-channel revenue attribution that analyzes your sales and marketing data to provide a better understanding of each campaign’s ROI and detect which factors influence it the most.
  • Actionable AI-powered recommendations that suggest which actions you should take next to reach your ABM goals.

Who is it for?

Users who want to unify their sales and marketing data across levels and run it through an AI-powered analysis engine that uncovers hidden opportunities and friction points.

Pricing

Mesh doesn’t disclose any pricing details.

You can book a demo or contact sales for more details.

Pros & Cons

✅ Wide range of native integrations.

✅ Identifies anonymous website visitors at the company level.

❌ Better suited for more technical users.

❌ Its reports are difficult to navigate.

6. Propensity

Propensity is an account-based marketing platform designed specifically for small B2B growth teams.

It combines intent data and marketing automation to help users create better-targeted campaigns.

Features

  • Tracks millions of buying signals and matches them against relevant accounts to provide a clear picture of surging and heating accounts.
  • Options for putting prospecting, lead list building, advertising, and multi-channel marketing campaigns on autopilot.
  • 3B+ contact database enriched with intent data that lets you find key contacts.

Who is it for?

Small and scaling B2B teams looking to improve their ABM campaigns by leveraging intent data and automated marketing campaigns. 

Pricing

Propensity has a free trial that lets you identify the top 100 in-market accounts enriched with intent data.

If you want to upgrade, there are two plans to choose between:

  1. Essential ABM: $1,000/mo, built for ABM beginners
  2. Strategic ABM: $2,000/mo, built for more advanced users

Pros & Cons

✅ Unlimited users in both its paid plans.

✅ Versatile functionality.

❌ Can have technical issues that slow it down.

❌ Its account lists can be off.

7. N.Rich

N.Rich is a European account-based marketing platform that provides good coverage of EMEA and APAC accounts.

It delivers a detailed breakdown of your B2B marketing campaigns’ performance in addition to account intelligence.

Features

  • Advanced ABM advertising optimized for tracking and measuring various types of engagement to enable precise attribution and lead qualification.
  • Creates your ICP by analyzing your CRM historical data, pinpointing high-performing accounts, and discovering what they have in common.
  • Real-time opportunity attribution at account and product level that provides a clear understanding of ROI by tracking engagement before and after an opportunity was created.

Who is it for?

Agile, fast-scaling GTM teams whose target customer base is primarily located in EMEA and APAC regions.

Pricing

N.Rich has three pricing plans:

  1. Lite: Starting at $10,470 per year + $1,130 one-time onboarding fee
  2. Growth: Starting $25,560 per year
  3. Enterprise: Custom pricing

There’s no free trial, but you can book a demo.

Pros & Cons

✅ User-friendly interface.

✅ Its reports are detailed and easy to understand.

❌ Annual plans only.

❌ Struggles with pulling data on smaller accounts.

8. Snitcher

Snitcher is a B2B lead generation and sales acceleration tool that identifies website visitors and tracks their engagement with it, mapping out their customer journey.

This makes it a good option for teams looking to build better-targeted, more personalized campaigns on top of intent data.

Features

  • Uncovers companies visiting your website and enriches them with essential B2B and contact data, letting you track their journeys from start to finish.
  • Lets you put lead scoring on autopilot.
  • Integrates with Google Analytics and enriches it with the intelligence it revealed, providing a complete picture of your website performance, target audience, and key accounts.

Who is it for?

Good option for teams keen on getting a robust integration with Google Analytics for a better overview of their website and marketing campaign performance.

Pricing

Snitcher’s pricing is based on the number of identified website visitors.

It starts from €59/mo for up to 100 identifications and can go up to €1.339/mo for up to 10,000 identifications.

If you need more than that, you can get a custom package.

There’s also a 14-day free trial.

Pros & Cons

✅ Native integration with Google Analytics.

✅ All plans include access to all features.

❌ Reveals only company accounts.

❌ Lack of advanced filtering and segmentation.

9. Visitor Queue

Visitor Queue is a website visitor identification platform that lets you personalize your website for specific leads and target audiences, allowing you to provide tailored experiences.

Features

  • Advanced filtering options for creating lead segments or excluding website visitors who don’t match your Ideal Customer Profile from showing up in your dashboard.
  • Lets you display relevant content to key accounts and segments.
  • Identifies company-level accounts visiting your website.

Who is it for?

Marketing and sales teams interested in real-time website personalization to boost their ABM efforts.

Pricing

Visitor Queue has as many as 11 pricing plans whose cost depends on the number of unique companies captured per month:

▶️ 100 companies - $39/mo

▶️ 300 companies - $89/mo

▶️ 500 companies - $109/mo

▶️ 1,000 companies - $189/mo

▶️ 2,000 companies - $299/mo

▶️ 5,000 companies - $469/mo

▶️ 10,000 companies - $749/mo

▶️ 15,000 companies - $989/mo

▶️ 20,000 companies - $1,249/mo

▶️ 30,000 companies - $1,799/mo

▶️ 40,000 companies - $2,299/mo

However, if you want website personalization, you’ll have to pay an extra $200 per month.

There’s also a 14-day free trial available.

Pros & Cons

✅ Unlimited users on each plan.

✅ Lets you deliver personalized content for leads on your website.

❌ Limited visitor data, only basic contact details.

❌ Integration issues.

10. Signals

Signals uses intent data to help sales and marketing teams create data-driven B2B marketing strategies.

Its lead engagement options, particularly smart chatbots, are its key strength.

Features

  • Lets you build flexible data-intent-powered workflows to streamline ABM operations in a way best suited for your business.
  • Customizable chatbots that use Signals’ intent data to create a tailored approach for each lead.
  • Predictive AI lead scoring based on factors such as how long visitors stay on your website, which pages they visit, whether they align with your ICP, etc.

Who is it for?

SMBs looking to improve their account-based sales and marketing operations by powering them with detailed intent data.

Pricing

Signals has three pricing plans:

  • Team: $899/mo
  • Company: $1,799/mo
  • Enterprise: 5,199/mo

The plans primarily differ in terms of ID credits and access to more advanced features, such as AI Buying Intent Score and real-time alerts.

There’s no free trial, but you can book a demo with Signals’ team.

Signals also offer several add-ons for users who need extra features.

Pros &Cons

✅ Good customer support.

✅ Very customizable.

❌ Has too many features, making it overwhelming for smaller teams.

❌ Learning curve.

Next Steps: Boost Your ABM Campaigns and Convert More Leads with Warmly

No matter which solution you choose in the end, you can’t go wrong - after all, they made it on our list for a good reason.

However, if you’re more interested in optimizing both your marketing and sales efforts from a single platform, Warmly might be the best choice as it:

  • Discovers high-intent leads.
  • Provides the necessary intelligence on each, allowing sales and marketing professionals to create tailored, high-converting strategies.
  • Lets you engage them while they’re still on your website and when they’re most likely to convert.
  • Allows you to put parts of your sales pipeline on autopilot.

Sounds like something you’d like?

Sign up for Warmly’s free plan and start revealing qualified leads today.

Or book a personalized demo with our team to see it in live action first.


Warmly 101

Warmly 101

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Case Studies

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Testimonials

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The Changelog