Platform Overview

The execution application for your GTM team.

GoWarm CRM doesn't just track your pipeline — it tells every rep exactly what to do next on every deal, fires your playbooks automatically, and routes them directly to the right channel to act.

Actions Engine Playbook Execution Deal Diagnostics Contract Lifecycle Sales-to-CS Handovers Prospecting Projects Daily Work
What GoWarm CRM Is

A CRM built around the next move, not the last update.

Most CRMs are passive databases. Reps log activity, managers export reports, and decisions are made from data that's already stale. GoWarm CRM is built differently — it actively diagnoses the state of every deal, fires your playbook plays at the right moment, and surfaces a prioritised action queue each morning so every rep knows exactly where to focus.

5
Action types — from diagnostic alerts to AI transcript extraction
01:00
UTC nightly sweep — fresh priorities waiting every morning
13
Platform modules covering sales execution and delivery
⚡
Deal-specific, always
Every action is generated from the actual state of that deal — not a generic template applied to everyone.
🔗
Channel-routed actions
Each action has a channel. Click Start and you're taken directly to email, call log, WhatsApp, LinkedIn, or the relevant document.
📋
Playbooks in the workflow
Plays fire automatically on stage changes or conditions — appearing as action items, not documents to be opened separately.
🏛️
History preserved
Completed actions are permanent record. Regenerating nightly actions never destroys completed work or resets context.
The Core — Actions

Your team's daily hub. Five ways actions are generated.

The Actions tab is where reps start every day. It shows a prioritised queue across all their deals — sorted by urgency, with a specific next step and channel for each one. Actions are generated in five ways:

Type A
Diagnostic Alerts
Nightly rules engine detects stale deals, missing contacts, close date risks, and unhealthy pipeline. AI enhances the description with specific context.
Type B
Playbook Tasks
When a deal moves stage or a condition is met, the next play in your configured playbook fires automatically as an action item.
Type C
Transcript Actions
Upload a Zoom, Teams, or Gong transcript and the AI extracts commitments, follow-ups, and next steps as ready-to-act items.
Type D
Email Actions
When email sync detects commitment language in a thread, AI extracts the action and surfaces it in the queue before it gets buried.
Action channels — what happens when a rep clicks Start
EmailOpens composer pre-filled with deal & contact
CallOpens call log modal directly
WhatsAppDeep-links to the contact
LinkedInOpens the contact's profile
DocumentLinks to file or contract
Internal TaskOpens task completion dialog
Platform Modules

One platform. The full GTM motion.

GoWarm CRM is organised into modules. Your Org Admin controls which are enabled. All modules share the same underlying data model and cross-link seamlessly — actions, deals, contracts, handovers, and cases all talk to each other.

Module
Who it's for
⚡
Actions (Core)
AI + rules-driven prioritised next steps for every deal. The rep's daily hub.
All reps
💼
Deals
Pipeline stages, deal health scoring, deal team, products, and playbook execution.
Sales
🏢
Accounts & Contacts
Company hierarchy, coverage tracking, person roles — decision-makers, champions, blockers.
All
📋
Playbooks
Structured plays per stage or condition. Approval flows. Plays fire into the Actions tab automatically.
Managers
📄
Contracts (CLM)
Create, approve, e-sign, and version-track contracts from within a deal. Stage changes generate CLM actions.
Sales / Legal
🤝
Handovers
Structured sales-to-CS handover with tracked commitments, owner assignment, and nightly sweep alerts.
Sales / CS
🎧
Service
Case management, SLA tiers, case plays, and case actions linked to the same actions engine.
Support / CS
🎯
Prospecting
Outbound prospecting, sequences, sender accounts, prospect inbox, and AI-generated next steps.
SDR / BDR
🧱
Projects
Stages with gates, task dependencies, a baseline frozen at start, evidence required to close, and Bill of Quantities with an append-only spend ledger. Timeboxed and standing work are tracked separately.
Delivery / PM
🗒️
Daily Work
One line a day from the person doing the work, read by their own day, the project task and the manager rollup. Measured against working days, not against generated tasks.
Everyone
🤖
Agent Inbox
AI-proposed actions for review and execution. For power users who want AI suggestions before acting.
Power users
Getting Started

Most teams are live within two hours of first login.

GoWarm CRM is designed for fast time-to-value. A phased onboarding approach means you can start generating AI-powered actions on day one and reach full adoption — with playbooks, integrations, and all modules configured — within two weeks.

1
Account Setup & First Login
Accept your invitation, set your password, complete your profile, and connect your Microsoft 365 account for email and calendar sync.
Day 1 · 1–2 hours
2
Core Data Import
Import Accounts, then Contacts, then Deals via CSV. Download the template for each object, populate it, and upload. Historical activities optional but recommended.
Days 1–2 · 2–4 hours
3
Integrations
Connect Microsoft 365 for two-way email sync, calendar matching, OneDrive file access, and meeting transcript import. AI configuration requires no end-user setup.
Days 2–3 · 1–2 hours
4
Pipeline & Deal Health Configuration
Org Admin configures pipeline stages, deal health scoring weights, ARR timing rules, and team dimensions. This is what the nightly diagnostic engine runs against.
Days 3–5 · 2–3 hours
5
Team Setup & Playbooks
Invite your team, assign roles (Member or Org Admin), and build your first playbook — defining plays, channels, assignee roles, and fire conditions per stage.
Week 1–2 · variable
Dedicated onboarding manager
Every new GoWarm CRM customer is assigned a dedicated onboarding manager for the first 30 days. They'll schedule your kickoff call, guide your configuration, and make sure your team hits its first meaningful actions milestone. After day 30, your account transitions to our Customer Success team for ongoing support.