Searching for the ultimate guide to lead gen? You just landed on the right page. I’ll share proven strategies, best practices, and my favorite tool for automating outreach on LinkedIn. If you’re serious about scaling your B2B lead gen, Get Started with Closely Today.

Every marketer and sales leader faces the same challenge: finding and nurturing high-quality prospects without burning hours on manual tasks. That’s where Closely comes in. With years in the market, a long list of satisfied customers, and top industry awards, it streamlines outreach, tracks performance, and syncs seamlessly with your CRM. Ready to transform your approach to lead gen? Let’s dive in and uncover how this platform can power your growth.

What is Closely?

Closely is a LinkedIn outbound automation platform designed to accelerate your lead gen efforts. It empowers teams to build custom sequences, set conditions and filters, and launch campaigns in just a few clicks. By automating connection requests, messages, and follow-ups, Closely frees you to focus on meaningful conversations and converting prospects into customers.

Closely Overview

Founded by a team of sales and marketing experts, Closely set out to solve one critical problem: inefficient, manual LinkedIn outreach. Since its launch, it has evolved into a full-featured outbound platform trusted by growing teams worldwide.

Closely’s mission is simple—enable professionals to reach more prospects, manage leads effectively, and unlock sustainable growth. Over the years, it has added advanced analytics, CRM integrations, and flexible access controls, making it a go-to solution for agencies, startups, and enterprise teams alike.

Pros and Cons

Pros:
• Superior metrics dashboard reveals every campaign insight
• Customizable sequences adapt to unique audience behaviors
• Seamless CRM sync prevents lead duplication and supports follow-ups
• Multi-account support for agencies and large teams
• GDPR compliance ensures data security and legal peace of mind
• White-label capabilities strengthen your brand identity

Cons:
• Learning curve for first-time automation users
• Advanced features require higher-tier plans
• Occasional LinkedIn policy updates may affect sequence timing

Features

Closely packs a suite of powerful features to supercharge your lead gen:

Custom Sequence Builder

Design multi-step outreach with conditions and delays to mimic natural engagement.

• Connection requests with personalized notes
• Automated follow-up messages based on prospect actions
• Conditional branching to segment engaged vs non-responsive leads

Flexible Lead Management

Filter and organize leads across campaigns to avoid retargeting and maintain pipeline hygiene.

• Tag and assign leads to team members
• Merge duplicates and update statuses automatically
• Export or sync directly with your CRM in real time

Superior Metrics Dashboard

Gain clear visibility into every outreach touchpoint and campaign performance.

• Connection acceptance, reply, and conversion rates
• Activity timeline showing each message sent and response received
• Exportable reports for stakeholder presentations

Seamless Integrations

Connect Closely with CRMs, meeting schedulers, inboxes, and monitoring tools.

• Zapier, HubSpot, Salesforce, Pipedrive
• Calendly, Google Calendar, Outlook
• Email inbox integrations for unified outreach tracking

Closely Pricing

Closely offers flexible monthly plans designed for teams of all sizes:

Starter

Price: $49/mo
Ideal for individual users beginning their lead gen journey.

• 1 LinkedIn account
• Unlimited email accounts
• White-label included

Growth (Most Popular)

Price: $127/mo
Perfect for small teams scaling outreach.

• 3 LinkedIn accounts
• 3,000 credits per month (750 emails, 150 calls, 1,500 AI personalizations)
• Unlimited email accounts and white-label

Essential

Price: $205/mo
Great for mid-sized teams with intensive automation needs.

• 5 LinkedIn accounts
• 5,000 credits per month
• Detailed analytics and advanced access controls

Custom

Price: $350+/mo
Tailored for large agencies and enterprises.

• Up to 10 LinkedIn accounts (adjustable)
• Custom credit package
• Dedicated support and SLA guarantees

Closely Is Best For

Whether you’re a solo founder or managing an agency, Closely fits your use case:

Solo Entrepreneurs

Automate tedious outreach tasks so you can focus on closing deals and building relationships.

Sales Teams

Scale prospecting efforts, track performance metrics, and optimize sequences based on real data.

Marketing Agencies

Manage multiple client campaigns within one white-labeled platform and deliver transparent reports.

Enterprise Organizations

Enforce GDPR compliance, assign role-based access, and integrate seamlessly with existing tech stacks.

Benefits of Using Closely

• Time Savings: Automate repetitive tasks and free up your team’s capacity.
• Higher Conversion Rates: Personalized sequences boost response and acceptance rates.
• Data-Driven Decisions: Leverage detailed analytics to refine your outreach strategies.
• Improved Team Collaboration: Centralized lead management prevents overlap and fosters accountability.
• Compliance Assurance: Built-in GDPR protocols safeguard your reputation and buyer trust.

Customer Support

Closely’s support team is known for fast, knowledgeable responses via live chat and email. Response times average under two hours, ensuring your campaigns stay on track.

Access a dedicated help center with tutorials, FAQs, and best-practice guides. For enterprise clients, priority support and onboarding assistance guarantee a smooth setup.

External Reviews and Ratings

Users praise Closely for its intuitive interface and powerful automation capabilities. Many highlight the platform’s ability to double connection acceptance rates and cut manual outreach time by over 70%.

Some users note a slight learning curve when setting up complex sequences. However, ongoing product updates and proactive support have addressed most concerns, making Closely a reliable partner for sustainable lead gen.

Educational Resources and Community

Closely offers an extensive library of blog articles, video tutorials, and live webinars to help users master LinkedIn automation. Join an active community forum to share tips, ask questions, and stay updated on new features.

Regular case studies and success stories demonstrate real-world strategies for optimizing outreach sequences and maximizing ROI.

Conclusion

Automating LinkedIn outreach is no longer optional for high-performing teams—it’s essential. With its robust features, clear analytics, and scalable pricing, Closely transforms your lead gen process from manual hustle to strategic growth engine. Experience the difference today by exploring the platform’s powerful capabilities.

Get Started with Closely Today