Warmer
About Warmer
The company is currently operating in Stealth mode.
```xml <problem> Relationship-focused professionals spend excessive time researching individuals they already know in order to prepare for meetings and follow-up communications. This manual research process is time-consuming and inefficient, diverting focus from building and maintaining client relationships. Remembering key details and past conversations can also be challenging, leading to less personalized and effective interactions. </problem> <solution> Warmer provides an AI-powered platform designed to streamline relationship management by automating research and preparation for client interactions. The platform integrates with email, calendar, and CRM systems to consolidate client history and provide relevant insights. Warmer automatically generates pre-meeting briefings, video transcripts, and post-meeting recaps, ensuring professionals are well-informed and prepared. By centralizing client information and automating key tasks, Warmer enables users to focus on building stronger relationships and delivering more personalized service. </solution> <features> - Automated pre-meeting briefings with key client information - Video transcript generation for Zoom and Google Meet calls - AI-powered client history search ("Ask Warmer") - Custom recap generation with summaries and action items - Integration with Gmail, Microsoft Outlook, Salesforce, Hubspot, and Redtail - Compliance monitoring tools, including searchable transcripts and communication records - API access for effortless meeting transcript processing and integration with AI MCPs - Secure data storage with end-to-end encryption and SOC2 compliance </features> <target_audience> The primary target audience includes financial advisors, accountants, professional coaches, consultants, fundraisers, real estate brokers, and VCs seeking to enhance client relationships and improve communication efficiency. </target_audience> <revenue_model> Warmer offers tiered subscription plans: Individual at $19 per month for unlimited clients, Team (contact for pricing), and Enterprise (contact for pricing). </revenue_model> ```
What does Warmer do?
The company is currently operating in Stealth mode.
Where is Warmer located?
Warmer is based in City of New York, United States.
When was Warmer founded?
Warmer was founded in 2024.
Who founded Warmer?
Warmer was founded by Jonathan Stein.
- Jonathan Stein - Founder, CEO, Serial Instigator
- Location
- City of New York, United States
- Founded
- 2024
- Employees
- 7 employees