Every real reply becomes a task
The owner of the mailbox that got the reply gets a high-priority task, due in 24 hours. Out-of-office notices are left out unless you want them.
CRM
From the first email to a booked meeting, in one place.
Every send, open, click and reply lands on the contact’s timeline. A positive reply can open the deal and a follow-up task on its own, and bookings from Calendly or Cal.com arrive by themselves.
Name your stages and drag deals between them, or let campaigns create and move them.
Totals are real sums over every deal, not just the ones loaded on screen.
The board is live: a deal a teammate is moving carries a coloured ring for everyone.
Contacts. One timeline for everything a person did.
The Activity tab lists every email sent, opened, clicked and replied to, with the campaign, step and mailbox, plus meetings, notes and how the contact entered the workspace. Opens name the device and mail app they were read in, and a click names the link and the UTM values it carried.
Opens and clicks made by a privacy proxy or a security scanner carry an auto badge, so you can tell a reader from a machine.
About the activity timelineFollow-ups. Nothing answered waits in an inbox nobody checks.
Bookings arrive on their own
Connect Calendly or Cal.com with a webhook URL and every booking, reschedule and cancellation lands here and on the contact. Log a call by hand too.
Importing. Bring a messy spreadsheet. Get clean contacts.
The file is read on the server before anything is written, so you see every column at once and the whole file is checked before you press import. A blank cell never erases a value you already have.
- 1
Upload
CSV, TSV or Excel, up to 50,000 rows. Or a Google Sheet you sync when you choose.
- 2
Map columns
How full each column is and what is in it. Headers you used before map themselves.
- 3
Review
One line: what is added, updated, merged, and what cannot be imported and why.
- 4
Import
Runs on the server with live progress. Failed rows come back as a file to fix.
Already have a CRM? Use HubSpot or Pipedrive as the source of truth.
Switch to HubSpot or Pipedrive mode and the deals, pipelines, tasks and notes in Warmbly are your CRM’s own records. Changes are written there first, and anything your CRM refuses is not saved. Your outreach lands on each contact’s timeline there.
Questions. The CRM, answered.
Do I need a separate CRM?
Not to start. Warmbly has contacts, deals, pipelines, tasks and meetings built in. If your team already lives in HubSpot or Pipedrive, switch to that mode and Warmbly reads and writes your CRM’s own records instead.
Can a reply create a deal by itself?
Yes. Campaigns can create and move deals with Create deal and Move deal stage actions, so a positive reply can open a deal without anyone typing it in.
What creates a follow-up task?
A reply from a person: interested, a question, an unclear answer or a decline each open a task by default, due in 24 hours and assigned to the owner of the mailbox that received it. Out-of-office and other automated replies don’t, unless you ask for them.
How do meetings get in?
Connect Calendly or Cal.com with a webhook URL and every booking, reschedule and cancellation appears on the Meetings page. You can also log a call by hand.
Where did a contact come from?
Every contact keeps its first-touch source, whether a campaign, an import, a form, a sheet sync, the API or an automation, and that never changes however the contact is edited later.
Turn replies into pipeline.
Connect a mailbox, send your first campaign, and watch the deals open themselves.