Overview

Referly is a warm outbound platform that identifies contacts most likely to reply by analyzing first-party signals such as B2B website visitors, job changes among past clients and product users, network overlaps with existing clients or employees, and social engagement with competitors. An AI agent connects to Gmail, Google Calendar, HubSpot, and the company website, qualifies each lead against persona and account criteria, and pushes prioritized recommendations into Slack, the CRM, or sequencers like Lemlist and La Growth Machine. Built in Europe with GDPR as a design constraint, it filters out personal email domains, private events, and email content, and does not identify visitors at person level inside the EU. Published metrics include a 20% increase in pipeline generation, double the win rate on warm leads, and 50% faster time to close.

Key Features

B2B Website Visitor Identification

Identifies up to 75% of B2B visitors by combining multiple intent providers rather than relying on a single vendor.

Job Change Tracking

Monitors past clients, prospects previously met, and product users to alert teams when a known contact moves to a new company.

Client and Employee Network Mapping

Surfaces prospects who have worked with a client, investor, or employee, opening a warm introduction path into an account.

Social Intent Signals

Captures prospects engaging with competitors or relevant topics and treats those engagements as buying signals.

AI Qualification and Routing

Filters leads against persona, account, and CRM criteria, then routes them automatically to Slack alerts, HubSpot, sequencers, or a webhook.

AI Parallel Dialer

Provides a dialer for warm calling that the company says enables roughly five times more dials.

Pros & Strengths

✓

Warm Signals Instead of Cold Lists: Outreach starts from an existing relationship or an observed action rather than a purchased contact record.

✓

Several Signal Types in One Place: Website visits, job changes, network overlap, and social engagement are combined into a single priority score instead of being bought as separate tools.

✓

Unlimited Seats: Published plans do not charge per user, so alerts and lead access can be extended across the whole team.

✓

Fits Existing Workflows: Signals are pushed to Slack, HubSpot, Lemlist, La Growth Machine, Clay, or a webhook rather than requiring reps to work inside a new interface.

✓

Strong GDPR Posture: European build, filtering of personal domains and private events, and no access to email content matter for teams selling into the EU.

Cons & Tradeoffs

⚠

High Entry Price: Starter begins at 500 per month, which is steep next to single-signal visitor identification tools.

⚠

Volume Thresholds: Starter assumes at least 6,000 monthly website visits and 2,000 trackable contacts, and the company lists deals of at least $10,000 in annual contract value among its ROI conditions, so smaller or low-traffic businesses may not qualify.

⚠

Limited CRM Coverage: HubSpot is the only native CRM integration, with Salesforce listed as planned.

⚠

No Person-Level Identification in the EU: By design the platform does not resolve European visitors at person level, which weakens the signal for EU traffic.

Known Limitations

• Person-level visitor identification is not available for EU traffic due to GDPR design constraints.

• Native CRM integration limited to HubSpot; Salesforce integration is planned but not yet available.

• Pricing tiers above Starter require custom quotes; a mid-tier Business plan is listed without a published price.

• Leads guarantee applies only after six months on Starter and twelve months on higher tiers.

Pricing & Plans

Model: freemium

Starter plan from 500/month covering 100 warm leads, 6,000 monthly website visits, and 2,000 trackable contacts. Corporate plan custom-quoted for 10,000+ CRM contacts and 30,000+ monthly visits, adding B2B social intent signals. Both include unlimited seats, HubSpot and Slack integrations, and agent workflows. A mid-tier Business plan exists without published pricing. ROI simulator and leads guarantee (6 months Starter, 12 months higher tiers) are offered. Free trial available upon request.

✓ Free Plan ✓ Free Trial

Pricing verified: 2026-08-22

Similar Sales Tools

Aloware

by Aloware

Aloware combines business calling, SMS, dialing, AI voice tools and CRM-linked workflows for sales and support teams.

subscription

Bandera AI

by Bandera AI

Bandera AI surfaces buying signals, enriches decision-makers and sends CRM-ready opportunities to sales teams.