Introduction

Searching for the ultimate guide to lead gen? You’ve landed on the right page. In today’s crowded digital landscape, mastering lead gen is the difference between growth and stagnation. That’s why I rely on Closely—my go-to LinkedIn automation platform—to streamline outreach and multiply qualified leads. Ready to transform your prospecting? Get Started with Closely Today.

You’re not alone if you’ve struggled to keep up with personalized messaging, multi-touch campaigns, and accurate analytics. With years in the market, thousands of satisfied users, and top-tier data security, Closely has become the industry standard for efficient, scalable outreach. Let’s dive into the strategies and tactics you need to supercharge your lead gen efforts—backed by the power of Closely.

What is Closely?

Closely is a LinkedIn automation tool and go-to outbound platform built for teams that want to amplify their reach, secure more meetings, and turn prospects into customers with minimal manual effort. It automates connection requests, messages, follow-ups, and more—all while providing in-depth metrics to optimize every touchpoint.

Closely Overview

Founded by outreach experts, Closely began as a solution to the tedious, repetitive tasks that slow down B2B sales teams. Its mission is to empower businesses of all sizes to scale authentic relationships through intelligent automation. Since launch, Closely has onboarded thousands of companies, expanded its feature set based on user feedback, and maintained strict GDPR compliance to ensure data privacy.

With seamless integrations into CRMs, meeting schedulers, and monitoring tools, Closely boasts rapid growth and a reputation for reliability. The company regularly updates the platform, adding AI-driven personalization and advanced filtering to keep teams ahead of the curve.

Pros and Cons

Pros:

• Highly customizable campaigns: Set multiple actions and conditions to tailor outreach sequences.
• Superior metrics dashboard: Track performance in real time and iterate on hypotheses.
• Seamless CRM sync: Auto-export leads to Salesforce, HubSpot, Pipedrive, and more.
• Team management access: Control permissions, maintain privacy, and manage multiple client campaigns.
• GDPR compliance: Industry-leading data protection measures ensure trust and legality.
• Extensive integrations: Connect to inboxes, monitoring tools, and scheduling apps for a unified stack.

Cons:

• Initial learning curve for advanced workflows.
• Higher-tier plans may be cost-prohibitive for very small teams.

Features

Closely comes packed with features designed to boost your lead gen ROI. Below is a breakdown of its most powerful capabilities.

Custom Sequence Builder

Create multi-step campaigns in minutes, combining connection requests, messages, emails, and phone calls under one umbrella.

• Conditional logic based on responses.
• Automated scheduling and delays.
• Personalized variables to increase reply rates.

In-Depth Audience Targeting

Filter prospects by title, company size, industry, geography, and past campaign interactions to avoid overlap and improve relevance.

• Prevent re-targeting previous leads.
• Sync lead lists directly with your CRM.
• Segment audiences for A/B tests.

Superior Metrics Dashboard

Real-time analytics give you full transparency on every step of your outreach.

• Response rates, open rates, and conversion metrics.
• Visual campaign timelines to track touchpoints.
• Exportable reports for stakeholder presentations.

Team Management & Whitelabel

Scale your agency or internal team with robust access controls and white-label capabilities.

• Custom roles and permissions.
• Branded portal to build client trust.
• Manage multiple clients from one dashboard.

Closely Pricing

Closely offers flexible plans to match your team size and outreach volume. All plans include a free trial to explore core features.

Starter

Price: $49/mo

• 1 LinkedIn account
• Unlimited email accounts
• Whitelabel included
• Ideal for solopreneurs and freelancers

Growth (Most Popular)

Price: $127/mo

• 3 LinkedIn accounts
• 3,000 credits per month (750 emails, 150 calls, 1,500 AI personalizations)
• Unlimited email accounts
• Best for small sales teams

Essential

Price: $205/mo

• 5 LinkedIn accounts
• 5,000 credits per month (1,250 emails, 250 calls, 2,500 AI personalizations)
• Ideal for growing enterprises

Custom

Price: $350+/mo

• Up to 10 LinkedIn accounts
• Adjustable credits
• Dedicated support and onboarding

Closely Is Best For

Whether you’re a solo rep or managing an agency, Closely adapts to your needs.

Freelancers & Solopreneurs

Automate outreach so you can focus on service delivery and relationship building.

Sales Teams

Scale personalized sequences, track progress, and continuously optimize campaigns.

Marketing Agencies

White-label the platform, manage multiple client campaigns in one place, and generate branded reports.

Enterprise Organizations

Leverage advanced analytics and integrations to align outreach with broader marketing efforts.

Benefits of Using Closely

• Save hours each week: Automated sequences free your calendar for high-value activities.
• Increase reply rates: AI-driven personalization ensures messages resonate.
• Boost conversion: Multi-touch campaigns nurture prospects through every stage.
• Data-driven decisions: Real-time dashboards guide your strategy.
• Seamless teamwork: Roles and permissions streamline collaboration.
• GDPR-compliant: Rest easy knowing all personal data is handled securely.

Customer Support

Closely’s support team is available via live chat, email, and in-platform help center. Response times average under one hour for critical issues.

Users also gain access to onboarding webinars, detailed documentation, and a dedicated Slack community for peer support and best practices sharing.

External Reviews and Ratings

Users praise Closely for its intuitive interface, robust analytics, and reliable automation. On review platforms, it consistently scores above 4.5 stars for ease of use and customer support.

Critiques often mention the learning curve in crafting complex sequences, but most users note that the extensive tutorials and responsive support team quickly bridge that gap.

Educational Resources and Community

Closely maintains an active blog with weekly articles on outreach strategies, case studies, and advanced tips. Regular webinars and live Q&A sessions help you stay ahead of algorithm changes and best practices.

The user community on Slack and LinkedIn Groups offers peer insights, sequence templates, and troubleshooting advice—making Closely not just a tool, but a partnership in your growth journey.

Conclusion

Mastering lead gen demands a blend of strategy, personalization, and data-driven iteration. With Closely, you gain an all-in-one platform that automates your outreach, tracks performance, and integrates seamlessly with your existing tech stack. Ready to elevate your campaigns? Midway through your journey, you can revisit your metrics and refine sequences for maximum impact. Don’t leave your pipeline to chance—Get Started with Closely Today and watch your lead generation soar.

Get Started with Closely Today and unlock the next level of efficient, effective lead gen.