Searching for the ultimate guide to lead gen? You just landed on the right page. In my quest to help marketers supercharge outreach, I’ve found one standout tool: Closely. Get Started with Closely Today and witness how seamless LinkedIn automation can transform your strategy.

If you’ve wrestled with scattered campaigns, unclear metrics, or manual follow-ups draining your time, you’re not alone. I’ve tested countless platforms over the years, yet Closely’s multi-step sequences, flexible lead management, and superior metrics dashboard remain unrivaled. In this guide, I’ll walk you through everything you need to know about lead gen, the challenges marketers face, and how Closely solves them with efficiency, clarity, and GDPR compliance.

What is Closely?

Closely is a LinkedIn automation platform designed to power your lead gen efforts with precision and scale. It lets you create custom outreach sequences with multiple actions and conditions, filter and manage leads seamlessly, and track performance in an intuitive dashboard. Whether you’re nurturing prospects or launching complex multi-variant campaigns, Closely keeps you in control of every touchpoint.

Closely Overview for lead gen Success

The story of Closely began with a mission to eliminate manual LinkedIn outreach bottlenecks. Founded by growth leaders who understood the pain of juggling spreadsheets and inboxes, the platform has evolved into a go-to outbound tool for agencies and in-house teams alike. Over the past few years, Closely has scaled rapidly, integrating with top CRMs, meeting schedulers, and analytics tools to create a cohesive growth stack.

Today, hundreds of teams rely on Closely to manage thousands of weekly touchpoints, streamline lead workflows, and deliver measurable ROI. Its commitment to GDPR compliance, white-labeling options, and flexible access controls makes it ideal for businesses of any size. With regular feature updates and responsive support, Closely continues to pioneer the future of LinkedIn-driven lead gen.

Pros and Cons of Closely for lead gen

Pros:

1. Custom Sequences: Design multi-step outreach with conditional logic to personalize at scale.

2. Flexible Lead Management: Filter leads from previous campaigns, prevent retargeting, and sync with your CRM seamlessly.

3. Comprehensive Metrics Dashboard: Visualize campaign performance, test hypotheses, and refine strategies with ease.

4. Team Management: Create different access levels to protect privacy and streamline collaboration.

5. White-Label Option: Strengthen your brand identity by customizing the platform for clients.

6. GDPR Compliant: Ensure data privacy and compliance when processing personal data across campaigns.

Cons:

1. Learning Curve: Some advanced features may require initial training to use effectively.

2. Pricing for Heavy Users: Large-scale campaigns with high credit usage may require the Growth or Essential plans for adequate credits.

Closely Features to Boost lead gen

Closely offers a range of features designed to optimize every stage of your lead gen workflow.

Custom Sequences

Build multi-step campaigns that adapt to prospect behavior:

• Conditional follow-up messages based on replies.
• Automatic pauses to comply with LinkedIn limits.
• AI-driven personalization options for higher open rates.

In-Depth Work with Your Target Audience

Manage leads without overlap and integrate with your tech stack:

• Flexible filters to exclude previous contacts.
• One-click CRM synchronization.
• CSV export and custom tagging for segmentation.

Superior Metrics Dashboard

Gain clarity on every campaign detail:

• Overview of open, reply, and conversion rates.
• Campaign timeline showing each touchpoint.
• Multi-variant testing to optimize subject lines and messages.

Team Management Access

Control who sees what:

• Role-based permissions for individual LinkedIn accounts.
• Admin controls to monitor activity and ensure compliance.

Seamless Integrations

Unify your marketing stack:

• Connect with Salesforce, HubSpot, Pipedrive, and more.
• Meeting schedulers like Calendly or Chili Piper.
• Analytics tools to enrich data and power dashboards.

Closely Pricing for lead gen

Ready to scale your lead gen with transparent, flexible pricing? Get Started with Closely Today to pick the plan that fits your team size and outreach volume.

Starter

Price: $49/mo

• LinkedIn accounts: 1
• Email accounts: Unlimited
• Whitelabel: Included
• Trial: Start free trial

Growth (Most Popular)

Price: $127/mo

• LinkedIn accounts: 3
• Email accounts: Unlimited
• Credits/month: 3,000 (750 emails, 150 phones, 1,500 AI personalizations)
• Whitelabel: Included

Essential

Price: $205/mo

• LinkedIn accounts: 5
• Email accounts: Unlimited
• Credits/month: 5,000 (1,250 emails, 250 phones, 2,500 AI personalizations)
• Whitelabel: Included

Custom

Price: $350/mo

• LinkedIn accounts: Up to 10 (adjustable)
• Email accounts: Unlimited
• Credits/month: Adjustable
• Whitelabel: Included

Closely Is Best For

Whether you’re a solo marketer or leading a large team, Closely adapts to your needs.

Freelancers and Solopreneurs

Manage one LinkedIn account, experiment with outreach, and automate follow-ups without hefty costs.

Small Teams

Scale campaigns across multiple accounts, share performance insights, and avoid retargeting the same prospects.

Agencies

White-label the platform, run multi-client campaigns, and provide transparent reports under your brand.

Enterprises

Leverage advanced team permissions, integrations, and data layers to maintain large-scale compliance and oversight.

Benefits of Using Closely for lead gen

• Consistent Lead Flow: Automate outreach to maintain a steady stream of prospects.
• Time Savings: Replace manual LinkedIn tasks with scheduled sequences and CRM sync.
• Data-Driven Decisions: Use real-time metrics to refine messaging and improve conversion rates.
• Scalability: Grow from a single account to a multi-account setup as your outreach needs expand.
• Brand Control: White-label interface ensures your clients see your brand, not the tool.
• Compliance: Built-in GDPR support keeps you safe when processing personal data.

Customer Support

Closely’s support team is known for its responsiveness and expertise. Whether you have a question about setting up a new sequence or troubleshooting a CRM integration, you’ll receive a clear, actionable response within 24 hours.

Support channels include email, in-app chat, and a comprehensive knowledge base. Regular webinars and onboarding sessions ensure new users get up to speed quickly and veteran users discover advanced features to optimize their lead gen.

External Reviews and Ratings

Users on review platforms consistently praise Closely’s intuitive interface and robust feature set. Marketers highlight the ease of creating conditional sequences and the clarity of the metrics dashboard.

Some feedback suggests a slight learning curve for complex workflows, but the support team’s tutorials and quick-response policy have addressed these concerns. Overall, Closely maintains an average rating above 4.5 stars.

Educational Resources and Community

Closely offers a growing library of resources:

• Official blog articles on outreach best practices and LinkedIn strategies.
• Video tutorials covering everything from basic setup to advanced automation.
• Monthly webinars featuring industry experts and case studies.
• An active user forum where marketers share templates, tips, and success stories.

Conclusion

Lead gen on LinkedIn doesn’t have to be manual, fragmented, or opaque. With Closely, you gain a single platform that handles custom sequences, lead management, and analytics—while integrating seamlessly with your existing tools. If you’re ready to transform your outreach, Get Started with Closely Today and experience a new era of efficient, data-driven lead generation.