Built to help you know your next move.
Every feature designed to close deals faster.
Tracking
Page-by-page tracking
WarmDoc shows exactly which slides your prospect read, which ones they skipped, and how long they spent on each. You learn what matters to them before you call.
Knowing they spent 90 seconds on your pricing page tells you they're evaluating cost. Knowing they skipped the security section tells you it might not be their concern.
Walk into every follow-up already knowing what to lead with.
Notifications
Real-time notifications
The moment a prospect opens your deck, you get a Slack or email ping. Not a delayed digest. Not a daily summary. Right when it happens, so you can pick up the phone while your deck is still on their screen.
Notifications include the recipient's name and company, not just "someone opened your deck." You know who to call and what deal it's tied to before you even open your dashboard.
Forwarding
Forwarding detection
The most valuable prospect isn't always the one you sent your deck to. Sometimes they forward it to the decision maker, and you never know. WarmDoc detects when your link is opened from a new device or location, so you know the deck reached someone new.
Let's be honest: this is inference, not certainty. But when a link that Sarah at Acme received is suddenly opened from a different city on a different device, you should assume it got forwarded and follow up accordingly.
Pro tier
Multi-recipient tracking
Real deals have buying committees. WarmDoc lets you send one deck to multiple recipients on Pro and Team tiers, with a unique tracking URL per person.
Sarah, Mike, and Jennifer each get their own link. You see exactly who opened, who ignored, and who's forwarding. No email gates, no friction for your prospects.
Accuracy
Real engagement, not scanner noise
Corporate email security scanners (Microsoft Defender, Proofpoint, Barracuda) click links in emails to check for malicious content. Every one of those scans shows up as an 'open' in most tracking tools.
That's why reps call prospects who never actually looked at their deck. And why so-called 'forwarding alerts' fire when a scanner accesses the link from a different IP than the recipient.
WarmDoc filters that noise. Multi-signal detection separates real human engagement from automated scans, so notifications and forwarding alerts fire only when a person actually engages. When WarmDoc says opened, someone actually opened it.
Coaching
Coaching that gets sharper the more you use it
Most tools tell you a deck was opened. WarmDoc watches how prospects actually engage and suggests your next move. Which page they lingered on, when to reach out, whether the deck got forwarded up the chain.
The coaching is behavior-based pattern detection today. As you use WarmDoc, it learns what patterns matter most for your workflow, and the suggestions get sharper.
Dashboard
Hot/Warm/Cold pipeline dashboard
Instead of dumping raw data on you, WarmDoc scores every tracked link so you can walk in every morning and see who to call first.
Hot means opened multiple times recently. Warm means opened but going quiet. Cold means never opened. Pending means recently sent. Sort your day by engagement, not by when you last touched the deal.
Team tier
Team analytics
For sales leaders, WarmDoc shows which reps' decks perform best across the team. See which content drives engagement, which slides consistently lose people, and which reps are following up on hot signals fastest.
Team-level intelligence turns individual insights into team performance.
Pro and Team
Zapier integration
Connect WarmDoc to 5,000+ tools through Zapier. When a prospect opens your deck, clicks your CTA, or a deal closes, kick off whatever comes next: add a contact to your CRM, post to Slack, log revenue in a sheet.
Zapier is in invite-only beta while we finish Zapier's review. Ask us for an invite link if you'd like early access.