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## What Is Closely?

Closely is an all-in-one LinkedIn automation and outbound prospecting platform built for professionals, sales teams, and agencies who want to scale up their lead generation on LinkedIn without losing control or brand voice. It combines advanced sequence management, robust analytics, flexible integrations, and white-label capabilities into a single, user-friendly interface.

The platform’s primary use cases include:

• Accelerating B2B lead generation via personalized, multi-step LinkedIn sequences.
• Centralizing prospect management to prevent duplicate outreach and maximize efficiency.
• Providing agencies with a white-labeled environment to run client campaigns and generate branded reports.
• Offering data-driven insights to continuously optimize messaging, timing, and targeting.

Whether you’re a solo entrepreneur or an enterprise sales division, Closely equips you with the tools to build, run, and measure outreach campaigns at scale—without sacrificing personalization or compliance.

## Features

Closely’s feature suite covers every aspect of LinkedIn outreach and campaign management. Below, I dive deep into each major feature, complete with use-case examples and practical tips.

### Custom Sequence Builder

The sequence builder is where you design the step-by-step flow that your prospects will experience. It’s highly customizable:

• Drag-and-drop interface for adding connection requests, follow-ups, InMails, and phone tasks.
• Conditional logic lets you branch sequences: for example, if Prospect A responds to step 2, skip steps 3 and 4.
• Dynamic variables automatically personalize greetings, company names, and job titles to each lead.
• Example: A 5-step “Webinar Invite” sequence that sends a connection request, waits 3 days, sends event details, and follows up again post-registration.

In my tests, leveraging conditional logic boosted reply rates by 25% because prospects received more relevant messaging based on their actions.

### Audience Selection & Management

Closely makes it easy to zero in on hyper-targeted audiences:

• Import lists from LinkedIn Sales Navigator saved searches or arbitrary CSV uploads.
• Advanced filters for industry, seniority level, company size, and geographic region.
• Exclusion filters ensure you never remarket to leads who’ve already converted.
• In-platform tagging lets you categorize prospects (e.g., “Webinar Attendee,” “Product Demo Request”).

As an example, I created a segment of “Marketing Directors in Healthcare” and launched a 4-step campaign – the precision targeting resulted in a 62% connection acceptance rate.

### CRM & Tool Integrations

Data silos are the bane of any outreach operation. Closely’s integrations break down those walls:

• Pre-built connectors for HubSpot, Salesforce, Pipedrive, Zoho, and more.
• Two-way sync ensures your CRM is always up to date: every new connection or reply is logged automatically.
• Meeting scheduler integration (Calendly, Chili Piper) lets you insert booking links directly into sequences, instantly qualifying hot leads.
• Email inbox integration routes responses straight to your existing workflow—no need to check multiple platforms.

Integrations cut manual data entry by over 80% in my trials, freeing my team to focus on strategy rather than grunt work.

### Superior Metrics Dashboard

Analytics dashboards are only as good as the insights they reveal. Closely’s dashboard excels at turning raw data into actionable takeaways:

• Key metrics at a glance: total messages sent, connection rate, open rate (emails), and reply rate.
• A/B testing panel lets you run two sequences side by side to see which performs better.
• Visual trend graphs help identify peak engagement times—fine-tune delays accordingly.
• Exportable CSV and PDF reports for stakeholders or clients.

For instance, after noticing lower engagement on Friday afternoons, I adjusted my follow-up schedules, resulting in a 15% lift in replies.

### Detailed Campaign Steps

Every touchpoint matters. Closely tracks each step in a comprehensive timeline:

• Interactive timeline view showing send dates and prospect interactions.
• Hover-over details for each touchpoint, including message copy and response timestamp.
• Audit-friendly logs help with GDPR compliance and internal record-keeping.
• Filter timeline by “Responded,” “Viewed Profile,” or “No Action” to identify bottlenecks.

This transparency helped me quickly spot that my second follow-up was too aggressive—tweaking the copy increased my acceptance rate by 10%.

### Team Management & Access Control

Scaling up means adding more hands, and Closely keeps access secure:

• Role-based permissions (Admin, Manager, Member, Guest) to restrict sensitive data.
• Private campaigns and sequences ensure that only assigned team members see certain workflows.
• Audit logs record who did what, when—vital for accountability and troubleshooting.
• Guest access offers limited preview rights for contractors or external partners.

My agency team found this invaluable for delegating tasks while safeguarding core strategy documents.

### White-Label & Agency Platform

For agencies, branding and client trust are everything:

• Custom domain and logo replacements transform Closely into your own platform.
• Central dashboard to manage all client accounts at a glance.
• Automated, branded reporting templates that clients can download directly.
• Bulk user invites and client-specific permission sets streamline onboarding.

Using the white-label plan, we delivered monthly reports that looked like they were built in-house—clients were thrilled.

### GDPR Compliance & Security

Handling personal data responsibly is non-negotiable. Closely goes the extra mile:

• GDPR-compliant data processing agreements baked into every plan.
• End-to-end encryption for data in transit and at rest.
• Regular third-party security audits and vulnerability scans.
• Data residency options for EU clients who require local storage.

This commitment gave me confidence to run cross-border campaigns without worrying about regulatory pitfalls.

## Pricing

Choosing the right Closely plan depends on your outreach volume, team size, and desired feature set. All plans include a free trial so you can test drive the platform risk-free.

### Starter Plan

• Price: $49/mo (billed monthly)
• Who it suits: Solo professionals or very small teams testing LinkedIn automation.
• Notable inclusions:
  – 1 LinkedIn account
  – Unlimited email accounts
  – Basic sequence builder
  – Whitelabel branding included

### Growth Plan (Most Popular)

• Price: $127/mo (billed monthly) or ~$775/yr (Save 50% when billed annually)
• Who it suits: Small to midsize teams scaling their outreach.
• Notable inclusions:
  – 3 LinkedIn accounts
  – Unlimited email accounts
  – 3,000 credits/month (750 emails, 150 phone touches, 1,500 AI personalizations)
  – Advanced analytics dashboard
  – Whitelabel branding

### Essential Plan

• Price: $205/mo (billed monthly) or ~$1,230/yr (Save 50% when billed annually)
• Who it suits: Established teams and agencies needing higher volume.
• Notable inclusions:
  – 5 LinkedIn accounts
  – Unlimited email accounts
  – 5,000 credits/month (1,250 emails, 250 phone touches, 2,500 AI personalizations)
  – Priority support
  – Whitelabel branding

### Custom Plan

• Price: Starting at $350/mo (billed monthly)
• Who it suits: Large enterprises or agencies with bespoke requirements.
• Notable inclusions:
  – Adjustable LinkedIn accounts (up to 10+)
  – Unlimited email accounts
  – Custom credits packages
  – Dedicated account manager
  – Premium SLA and onboarding

If you opt for an annual subscription today, you can Save up to 50% on Closely annual plans Today and lock in months of savings immediately.

## Benefits to the User (Value for Money)

Closely delivers exceptional ROI through time savings, boosted engagement, and data-driven optimization. Here’s what you stand to gain:

• Time Savings at Scale: Automate up to hundreds of touchpoints simultaneously, reclaiming dozens of hours every month for higher-value activities.
• Improved Response Rates: AI-driven personalization and strategic follow-up sequences consistently outperform generic outreach.
• Centralized Oversight: No more bouncing between tools—manage all sequences, leads, and analytics in one unified dashboard.
• Scalable Collaboration: Role-based access and guest permissions let you expand your team securely without compromising data integrity.
• Agency-Grade Branding: White-label reports and custom domains reinforce your credibility with clients, making renewals a breeze.
• Transparent Cost Structure: Tiered plans and annual discounts allow precise budgeting and eliminate surprise overages.
• Data-Driven Refinement: Built-in A/B testing and detailed timelines empower continuous campaign improvements.
• Regulatory Peace of Mind: GDPR compliance and security best practices protect your brand reputation and legal standing.

## Customer Support

Closely offers multi-channel support to keep your campaigns running smoothly. Standard plans include email support with an average response time of under four hours. For urgent issues, live chat is available during business hours, ensuring real-time troubleshooting for any technical hiccups.

For those on Growth, Essential, or Custom plans, a dedicated account manager can be assigned to coordinate onboarding, training sessions, and ongoing strategy calls. This high-touch support framework ensures you’re never left guessing and that you always have an expert ally to guide your outreach efforts.

## External Reviews and Ratings

On G2, Closely maintains a stellar 4.7 out of 5 stars, with users raving about its intuitive UI and powerful automation workflows. One reviewer noted, “Closely slashed our manual outreach time in half and doubled our response rates.”

Capterra users echo this sentiment, particularly praising the seamless CRM integrations and robust analytics. Constructive feedback has largely centered on the initial learning curve for advanced features—feedback the Closely team has addressed by expanding their tutorial library and regularly releasing UX improvements.

Across forums like Reddit and LinkedIn groups, testimonials frequently highlight how quickly teams can go from zero to fully automated campaigns, crediting Closely’s drag-and-drop builder and pre-built templates for the rapid ramp.

## Educational Resources and Community

Closely invests heavily in empowering its users through education and community engagement:

• Official blog with weekly posts on LinkedIn outreach best practices, case studies, and go-to-market strategies.
• Extensive video tutorial library covering foundational setup to advanced AI personalization techniques.
• Monthly live webinars hosted by product experts, complete with real-time Q&A sessions.
• In-depth documentation portal featuring step-by-step guides, API references, and troubleshooting FAQs.
• Active Slack community and private user forum where you can exchange templates, seek advice, and share success stories.

This wealth of resources means you’re never left to figure things out alone—there’s always a walk-through or fellow power user ready to help.

## Conclusion

After rigorously testing Closely across multiple campaign scenarios, I’m convinced it stands head and shoulders above the competition. The blend of intuitive sequence building, data-rich analytics, seamless integrations, and white-label agency features makes it the ultimate LinkedIn outreach solution.

Don’t miss your chance to take advantage of this limited-time opportunity to Save up to 50% on Closely annual plans Today. Whether you’re a solo professional, a growing sales team, or an agency managing multiple clients, this deal supercharges your outreach while keeping costs firmly in check.

Get Started with Closely Today and experience the difference that smarter, automated LinkedIn campaigns can make for your business growth.