Case Study Deskcasestudydesk.com
Computer SoftwareSourced

Case Study: Warmly automates sales admin with Sybill, freeing 2-3 hours per rep per day

Warmly Case StudySourced & dated by Case Study Desk
Key facts · TL;DR
Company
Warmly
Industry
Computer Software
Challenge
Reps lost 1-2 hours a day to CRM updates and follow-ups
Headline result
Warmly cuts post-call work 10x and drives 25-32% more demos per rep with Sybill

Key results

10x
Faster post-call work
2 hrs to 10 min
2-3 hrs
Saved per rep per day
on admin work
25-32%
More demos per rep per day
1-2 more meetings
88%
Open rate on AI follow-ups

The challenge

Warmly grew from $100k to $7M ARR in under three years, but its sales team was spending 1-2 hours a day on manual admin such as HubSpot field updates and follow-ups. Sales-to-CS handoffs relied on 15-minute sync calls where context was lost, and a top performer nearly left for a higher-paying role. With 1.5 years of call recordings trapped in Fathom, the CRO had no scalable way to coach reps.

The solution

Warmly adopted Sybill to automate HubSpot CRM updates, draft follow-up emails in each rep's tone of voice, and remove handoff meetings by making full customer history queryable in seconds. Sybill migrated 1.5 years of Fathom recordings so all active deals were searchable, letting the CRO coach from summaries instead of full recordings.

I don't think I would have the team I have today if I didn't actually adopt Sybill.

KO
Keegan Otter
CRO, Warmly

The results, in context

According to the customer story, post-call work dropped from two hours to ten minutes (10x faster) and reps got 2-3 hours back per day, with 90% of deals updated the same day. Reps took on 1-2 more demos daily, a 25-32% increase, while maintaining a 27-35% win rate, and AI-generated follow-ups reached an 88% open rate. Warmly also revived an $80K closed-lost deal within the first 45 days and retained its full 16-person GTM team beyond the industry-average tenure.

Products used

Sybill Sybill