Searching for the ultimate guide to lead gen? You’ve come to the right place. In this comprehensive post, you’ll discover how Closely can revolutionize your LinkedIn outreach, streamline your workflows, and turn connections into qualified leads.

If you’ve ever struggled to manage multiple outreach sequences, analyze performance, or simply find time to follow up, you’re not alone. With years of industry traction, a track record of helping growing sales teams, and praise from agency power users, Closely delivers a polished, GDPR-compliant solution. Ready to transform your approach and maximize ROI? Explore features, pricing tiers, and real-world use cases below.

What is Closely?

Closely is a LinkedIn automation platform built to empower teams with smarter lead gen. It lets you design custom outreach sequences featuring multiple actions and conditional logic, all without code. By combining advanced filtering, CRM sync, and a unified dashboard, Closely helps you automate the entire prospecting lifecycle from connection request to conversation.

Closely Overview

Founded by a group of B2B sales veterans, Closely launched in 2020 with a mission to simplify LinkedIn outbound at scale. The team recognized that many businesses lack the time or expertise to build and maintain effective campaigns—and set out to build an intuitive solution that handles complexity behind the scenes.

Since then, Closely has grown from a solo-founder MVP into a full-featured platform trusted by agencies, startup sales squads, and enterprise marketing teams. Milestones include integrations with leading CRMs like HubSpot and Salesforce, a robust metrics engine, and GDPR compliance certification to keep data governance airtight.

Pros and Cons

Pros:

1. Easy Multi-Step Sequences: Build outreach cadences with as many steps and conditions as you need, from automated connect requests to follow-ups.

2. Flexible Lead Management: Filter out prospects from old campaigns, tag new leads, and export lists for deeper segmentation.

3. Superior Metrics Dashboard: Visualize campaign performance with real-time charts and custom reports.

4. Seamless CRM Sync: Automatically push contacts and activities to your existing CRM—no manual imports.

5. Team Management Access: Create granular user roles to protect privacy and control data access across teams.

6. GDPR Compliant: Full adherence to European data regulations, with built-in consent tracking and data deletion tools.

Cons:

1. Learning Curve for Advanced Conditions: While basic sequences are simple, setting up complex logic can take time for beginners.

2. Credit-Based Usage: Heavy users may need to upgrade or purchase extra credits to sustain high-volume campaigns.

Features

Closely’s feature set is designed to cover every aspect of LinkedIn lead gen. Here’s a deeper look at the core modules:

Custom Sequences with Actions & Conditions

Design multi-variant outreach campaigns that adapt to prospect responses. Key capabilities include:

• Automated connection requests, messages, and InMail sends
• Conditional branching based on acceptances, replies, or profile changes
• Pause or skip steps if criteria aren’t met

In-Depth Audience Selection

Target the right prospects with precision filters:

• Job title, company size, industry, location
• Past campaign exclusion to avoid retargeting the same leads
• CRM-backed lists for advanced segmentation

Superior Metrics Dashboard

Monitor and optimize performance with comprehensive analytics:

• Campaign-level snapshots of acceptance, reply, and conversion rates
• Timeline view of every touchpoint per prospect
• Custom report builder for executive summaries

Seamless Integrations

Keep your tech stack aligned:

• Native connectors for Salesforce, HubSpot, Pipedrive, and more
• Meeting schedulers like Calendly and Chili Piper
• Email inbox syncing to capture off-LinkedIn replies

Team & Client Management

Whether you’re an in-house team or an agency, Closely has you covered:

• Role-based permissions for admins, managers, and users
• White-label dashboards for branding consistency
• Manage multiple client campaigns in a single workspace

GDPR Compliance & Data Privacy

Keep data safe and regulations satisfied:

• Consent management features built in
• Data retention policies you can customize
• Secure hosting and encryption at rest and in transit

Closely Pricing

Whether you’re a solo user or managing a large agency, there’s a plan tailored for you:

Starter

Price: $49/mo. Ideal for individual consultants or small teams just beginning their lead gen journey.

• 1 LinkedIn account
• Unlimited email accounts
• Whitelabel reports included
• Free trial available

Growth (Most Popular)

Price: $127/mo. Perfect for growing teams that need more scale and analytics power.

• 3 LinkedIn accounts
• 3,000 credits per month (750 emails, 150 calls, 1,500 AI personalizations)
• Advanced campaign segmentation
• CRM integrations
• Free trial available

Essential

Price: $205/mo. Built for established teams running high-volume outreach with deep reporting needs.

• 5 LinkedIn accounts
• 5,000 credits per month (1,250 emails, 250 calls, 2,500 AI personalizations)
• Priority support
• Free trial available

Custom

Price: $350+/mo. Fully adjustable plan for agencies and enterprises requiring dedicated resources.

• Up to 10 LinkedIn accounts (adjustable)
• Custom credit allocation
• White-label platform
• Dedicated account manager
• Free trial available

Ready to accelerate your lead gen? Start your free trial with Closely today and see how easy it is to launch data-driven LinkedIn campaigns.

Closely Is Best For

Closely adapts to a variety of audiences. Here are the top fits:

Agencies

Run multiple client campaigns under one roof, deliver white-label reporting, and scale outreach without adding headcount.

Growing Sales Teams

Automate repetitive tasks, maintain personalized follow-ups, and sync every interaction back to your CRM for seamless team collaboration.

Sales Leaders & Executives

Gain visibility into individual and team-level performance, test hypotheses with A/B multivariate campaigns, and forecast pipeline growth based on real data.

Benefits of Using Closely

• Scalability: Launch hundreds of sequences simultaneously without manual effort.
• Efficiency: Save hours each week by automating follow-ups and reminders.
• Precision: Target the right prospects with advanced filters to boost acceptance rates.
• Insight: Make smarter decisions with real-time analytics and custom dashboards.
• Compliance: Rest easy knowing your outreach is GDPR-compliant and fully auditable.

Customer Support

Closely offers responsive support via live chat, email, and an extensive knowledge base. Typical response times are under two hours during business days, ensuring you never get stuck on a technical issue.

For enterprise and custom-plan customers, a dedicated account manager is available to assist with onboarding, campaign setup, and ongoing strategy reviews—making sure your team extracts maximum value from the platform.

External Reviews and Ratings

Users consistently praise Closely for its intuitive interface, speed of setup, and depth of analytics. Many appreciate how quickly they can prototype and iterate on new campaigns without developer support. Common highlights:

• “Within days, our acceptance rates jumped by 30%.”
• “Integrations with HubSpot saved us hours of manual data entry.”
• “The metrics dashboard helped us double our outreach ROI.”

On the flip side, a few clients noted that learning advanced conditional flows can take practice. The Closely team addresses this with regular webinars, step-by-step guides, and template libraries to get everyone up to speed quickly.

Educational Resources and Community

Closely maintains a robust knowledge center featuring how-to articles, video tutorials, and campaign templates. Regular webinars cover topics like multi-step sequence design, AI-driven personalization, and advanced data strategies. An active user forum and private Slack community let you swap best practices with fellow sales professionals and agency leads.

Conclusion

Lead gen doesn’t have to be a manual grind. By harnessing the power of automated, data-driven LinkedIn campaigns, you can free your team to focus on high-value conversations. Whether you’re an agency managing multiple clients or a growing sales department aiming for pipeline predictability, Closely offers the tools, insights, and integrations you need.

Don’t wait to optimize your outreach—Get Started with Closely Today and watch your lead gen efforts scale efficiently and compliantly.