Searching for the ultimate guide to lead gen? You just landed on the right page. From finding prospects to nurturing relationships, every step matters—and Closely streamlines your entire LinkedIn outreach process.

Managing large-scale campaigns, tracking performance, and avoiding manual busywork can feel impossible. With years of development behind it, enterprise-grade security, and a host of award-winning features, Closely empowers teams of all sizes to master automated LinkedIn outreach. Ready to supercharge your lead gen? Get Started with Closely Today and watch your pipeline explode.

What is Closely?

Closely is a LinkedIn automation platform designed for modern sales and marketing teams seeking to optimize their lead gen efforts. It enables you to craft multi-step sequences that simulate real, organic engagement, filter and manage leads across campaigns, and sync data seamlessly with your CRM.

Closely Overview

Founded by growth-hacking veterans, Closely emerged from a simple mission: eliminate repetitive tasks in outbound outreach without sacrificing personalization. What began as a side project quickly evolved into the go-to tool for agencies, startups, and enterprise sales teams.

Since its launch, Closely has helped thousands of users scale LinkedIn prospecting, adding features like AI-powered personalization, advanced analytics, and white-label capabilities. Today, it stands as a comprehensive solution for anyone focused on efficient, compliant, and measurable lead gen.

Pros and Cons

Pro: Automates repetitive LinkedIn actions—send connection requests, messages, and follow-ups at scale without manual intervention.

Pro: Custom sequence builder with conditional logic ensures each prospect gets the right message at the right time.

Pro: Seamless integrations with CRMs (Salesforce, HubSpot), meeting schedulers, and email clients keep data in sync.

Pro: Detailed performance dashboard provides real-time campaign metrics, timelines, and prospect insights.

Pro: White-label option for agencies—publish branded portals, manage multiple client campaigns, and deliver polished reports.

Pro: GDPR compliant—privacy controls and data-processing safeguards keep you on the right side of regulations.

Con: Initial learning curve—advanced features require exploration to master conditional sequences and filters.

Con: Limited free trial credits—heavy users may need to upgrade quickly to sustain high-volume outreach.

Features

Closely’s feature set is built around accelerating every stage of your lead gen workflow. Here’s a closer look:

Custom Sequence Builder

Design outreach flows that adapt to prospect behavior:

• Multiple actions: Connection requests, messages, InMail, and phone calls.
• Conditional logic: Skip steps if a prospect has already replied or connected.
• Delay settings: Control timing between touches for natural engagement.

Superior Metrics Dashboard

Empower your hypotheses with data-driven insights:

• Campaign analytics: Open rates, reply rates, and connection acceptance.
• Hypothesis tracking: Test variables like message templates and sequence length.
• Custom reports: Export CSVs or integrate directly with BI tools.

Detailed Campaign Steps

Break down each outreach stage for maximum clarity:

• Step-by-step visualization of your entire sequence.
• Real-time progress for each prospect.
• Easy adjustments on the fly as performance data rolls in.

Campaign Overview

Run complex, multi-variant experiments without losing track:

• Combine up to 10 branches in one campaign.
• Compare performance across templates and audiences.
• Single-page interface for quick status checks.

Prospect Information

Know your audience before you reach out:

• List size and growth over time.
• Acquisition channels and date stamps.
• Success rates per segment to refine targeting.

Campaign Timeline

Uncover every touchpoint in chronological order:

• Visual timeline of connection requests, messages, and replies.
• Filter by prospect, action type, or date range.
• Audit logs for compliance and troubleshooting.

Seamless Integrations

Connect your entire sales stack:

• CRMs: Salesforce, HubSpot, Pipedrive, and more.
• Schedulers: Calendly, Chili Piper.
• Inboxes & monitoring tools: Gmail, Outlook, Slack.

Team Management Access

Maintain security and privacy at scale:

• Role-based permissions for admins, managers, and users.
• Personal inbox safeguarding—no direct password sharing.
• Audit trail of user actions.

Agency Platform Customization

Deliver a branded experience to clients:

• White-label portal with custom domain.
• Multi-client campaign management in one workspace.
• Instant, shareable reports with client branding.

GDPR Compliance

Protect data and ensure privacy:

• Consent management and data-processing agreements.
• EU server locations and encryption at rest/in transit.
• Automated data deletion policies.

Closely Pricing for lead gen ROI

Whether you’re starting out or scaling a large team, there’s a plan tailored to your needs:

Starter

Price: $49/mo
Ideal for: Solo entrepreneurs testing basic outreach.
Highlights:

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

Growth (Most Popular)

Price: $127/mo
Ideal for: Small teams running multiple sequences.
Highlights:

• 3 LinkedIn accounts
• 3,000 credits/month (750 emails, 150 calls, 1,500 AI personalizations)
• Free trial available

Essential

Price: $205/mo
Ideal for: Mid-sized teams needing higher volume.
Highlights:

• 5 LinkedIn accounts
• 5,000 credits/month (1,250 emails, 250 calls, 2,500 personalizations)
• Priority support

Custom

Price: $350+/mo
Ideal for: Agencies and enterprises with bespoke requirements.
Highlights:

• Up to 10 LinkedIn accounts (adjustable)
• Custom credit packages
• Dedicated account manager

Closely Is Best For lead gen success

Not every tool fits every team. Closely shines in these scenarios:

Small Teams and Startups

Get up and running quickly with intuitive sequence setup and minimal overhead.

Growth-Stage Companies

Scale outreach without adding headcount—leverage automation to maintain personalization.

Agencies and Consultants

Maintain white-label portals, track multiple client campaigns, and present unified reports.

Sales and Marketing Leaders

Centralize data, run A/B tests on messaging, and make strategic decisions with in-depth analytics.

Benefits of Using Closely

Transform your lead gen process with these value statements:

• Automate outreach to save hours of manual work every week.
• Increase response rates with AI-driven personalization.
• Prevent duplicate messaging through robust lead filters.
• Gain clarity on campaign performance via real-time dashboards.
• Integrate seamlessly with your existing tools for a unified workflow.
• Scale safely with GDPR-compliant data practices.

Ready to elevate your LinkedIn outreach? Get Started with Closely Today and watch your pipeline grow.

Customer Support

Closely’s support team is available via live chat, email, and a dedicated help center. Whether you need step-by-step onboarding assistance or answers to advanced configuration questions, response times average under two hours.

Premium plans receive priority phone support and a dedicated account manager to help design complex campaigns and troubleshoot any challenges you encounter.

External Reviews and Ratings

Users consistently praise Closely for its ease of use, depth of analytics, and reliable deliverability. Many highlight the white-label features as a game-changer for agencies wanting to showcase professional, branded portals to clients.

Some feedback notes an initial learning curve around conditional sequences. However, ongoing product tutorials and responsive support mitigate these concerns quickly, turning early adopters into power users.

Educational Resources and Community

Closely maintains an active blog packed with LinkedIn outreach best practices, video tutorials on sequence building, and monthly webinars featuring industry experts. An online user community and forum enable you to share tips, templates, and success stories with other growth enthusiasts.

Conclusion

In the world of B2B outreach, automation with a personalized touch is the key to consistent pipeline growth. Closely brings together powerful sequencing, robust analytics, and seamless integrations to transform your lead gen efforts. Experience the difference for yourself—Get Started with Closely Today.