Trust Center

Platform Overview (Warm Lead Platform & AI Nametags):

Warmly helps people connect better across Sales, Marketing & HR. Our tool suite for B2B GTM teams illuminates your pipeline by monitoring buying intent signals across your website, outbound and CRM and then helps you close that pipeline in warm, engaging ways.

Our Security Portal covers our security posture across our full platform. Warmly has established its security program based on industry best practices and has policy that defines the actions required to secure Warmly, both technical and non-technical. We have an established governance model that includes operations, engineering, and senior leadership in order to address security threats and effectively communicate security within our organization and to our clients.

Several Enterprise Clients choose to just use our AI Nametags by Warmly product. This product enables employees to add a nametag into their virtual meetings to look more professional and save time. There are several security & admin controls for this product. Please reach out at security@warmly.ai for details.

More on AI Nametags: Warmly was awarded the 2021 Zoomtopia Innovation award for best use of our platform and externally is named a top 3 Zoom App. Additionally, the Zoom Apps Fund has invested directly in Warmly. If you have any questions that are not addressed on this page, please reach out to us at security@warmly.ai and we'd be happy to help.

Company admins are often required to approve Zoom Apps before individual users at their company can download Warmly. Our CEO made a quick video sharing how easy it is to complete that approval process: https://www.loom.com/share/1c9ef40181504b75ae541a33e877e759