Searching for the ultimate guide to lead gen? You just landed on the right page. In this comprehensive deep dive, I’ll share my firsthand experience on how to supercharge your outreach efforts with Closely—the automated LinkedIn outreach powerhouse that has saved me countless hours while delivering high-quality prospects. Whether you’re a solopreneur or managing a growing team, you’ll discover proven tactics to elevate your lead gen strategy.

I know how overwhelming it can be to juggle prospect research, messaging sequences, follow-ups, and campaign analytics. That’s why I rely on Closely, trusted by teams worldwide for its intuitive design, robust feature set, and solid GDPR compliance. Today you’ll learn step-by-step how to craft custom sequences, manage your leads, and interpret actionable metrics—all while optimizing your time and resources.

What is Closely in lead gen?

Closely is an automated LinkedIn outreach platform designed to streamline every aspect of your lead gen process. At its core, Closely empowers professionals to:

• Build targeted audiences directly from LinkedIn criteria
• Design multi-touch sequences with conditional logic
• Automate personalized messaging using AI-driven insights
• Sync prospects with CRMs and scheduling tools seamlessly

By centralizing these functionalities, Closely eliminates manual drudgery, reduces human error, and helps you stay compliant with privacy regulations. This translates into more meetings, higher response rates, and ultimately, a stronger sales pipeline.

Closely Overview for lead gen success

I’ve seen many tools claim to optimize outreach, but Closely stood out the moment I began my trial. Founded with a mission to simplify B2B prospecting, the team behind Closely has rapidly scaled from a handful of beta users to a thriving community of agencies, SMEs, and enterprise sales teams.

The platform’s intuitive dashboard is the result of countless user interviews and data-driven iterations. Today, Closely boasts:

• Over 10,000 active users across 25 countries
• Integration partnerships with leading CRM and scheduling providers
• A robust GDPR compliance framework
• Consistent 4.8/5 user satisfaction rating

This growth underscores its reliability and the real impact it delivers on lead gen metrics like response rate, meeting bookings, and campaign ROI.

Pros and Cons of Closely for lead gen

Pros:

Automated Multi-Channel Sequences: Combine LinkedIn connection requests, messages, and email follow-ups in a single flow.

Customizable Conditions: Add if/then logic to tailor outreach based on engagement triggers and profile data.

Seamless CRM Sync: Two-way integration ensures your pipeline is always up to date without manual exports.

Superior Metrics Dashboard: Visualize campaign performance in real time and refine your strategies on the fly.

Whitelabel Capabilities: Perfect for agencies who want to maintain brand consistency when reporting to clients.

Flexible Access Controls: Assign roles and permissions to safeguard sensitive data while collaborating.

GDPR Compliance: Built-in safeguards for processing personal data under EU regulations.

Cons:

Learning Curve for Advanced Workflows: If you’re new to automation, setting up complex sequences can take time to master.

Credit Usage Constraints: Higher-volume campaigns may require a growth or essential plan to access enough outreach credits.

Features of Closely for lead gen automation

Closely’s feature set is designed to address every stage of your outreach funnel. Here’s a closer look:

Custom Sequences with Multiple Actions and Conditions

You can craft sequences that span LinkedIn connection requests, InMails, email follow-ups, and phone calls. Add conditions like “if prospect replies” or “if no reply within X days” to trigger the next step automatically.

• Conditional branches ensure you deliver the right message at the right time.
• Personalization tokens pull data from profile fields to keep messages relevant.

Audience Selection and Filtering

Closely lets you pinpoint prospects based on LinkedIn filters—industry, location, company size, job title—and build saved audiences that update dynamically.

• Exclude leads already contacted in previous campaigns to avoid redundancy.
• Filter out unwanted segments, such as competitors or past clients.

Detailed Campaign Steps

Each sequence step is clearly laid out, showing you the action type, content preview, and scheduling. This transparency makes it easy to audit and adjust.

• Quickly reorder steps via drag-and-drop.
• Pause, resume, or cancel campaigns with a single click.

Superior Metrics Dashboard

Wave goodbye to spreadsheets. The metrics dashboard tracks opens, replies, positive replies, click-through rates, and booked meetings—all in one centralized view.

• Identify your top-performing subject lines and messages.
• Export raw data for deeper analysis or custom reporting.

Comprehensive Campaign Overview

Monitor multiple variants of a campaign on a single page, comparing performance side by side. Quickly pause underperforming variants and scale winners.

Prospect Information at Your Fingertips

Get insights on prospect list size, acquisition date, and historical effectiveness. Use this data to forecast throughput and optimize budgets.

Campaign Timeline and Touchpoint History

Visualize every outreach touchpoint for each prospect. If a client asks “When was John Doe last contacted?”, you have the answer instantly.

Seamless Integrations

Connect to CRMs like Salesforce and HubSpot, meeting schedulers like Calendly, and other marketing tools to make your stack cohesive.

Team Management Access

Create user roles and limit access to certain campaigns or features. This ensures confidentiality and clear accountability.

Agency Whitelabel Platform

Build a branded interface for your clients, manage multiple accounts, and generate consolidated reports—all under your agency’s domain.

GDPR Compliance Tools

Automated data retention policies, opt-out tracking, and consent management help you stay on the right side of privacy laws.

Closely Pricing Plans for lead gen strategies

Closely offers four flexible plans to match your outreach volume and team size. All plans come with a risk-free trial so you can test drive every feature.

Starter Plan

Price: $49/month

Ideal for individuals launching their first lead gen campaigns.

• 1 LinkedIn account
• Unlimited email accounts
• Whitelabel included
• Basic campaign credits

Growth Plan (Most Popular)

Price: $127/month

Designed for small teams ready to scale their outreach.

• 3 LinkedIn accounts
• 3,000 credits/month (750 emails, 150 phones, 1,500 AI personalizations)
• Advanced analytics dashboard

Essential Plan

Price: $205/month

Perfect for agencies and fast-growing teams requiring higher throughput.

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

Custom Plan

Price: $350/month

For enterprises and agencies with high-volume demands. Adjustable accounts and credits.

If you’re eager to see instant improvements in your outreach efficiency, Get Started with Closely Today and watch your response rates soar.

Closely Is Best For lead gen professionals

Closely adapts to a variety of roles and industries. Here are a few examples:

Sales Leaders

Scale your team’s efforts with centralized campaign controls and transparent analytics. Reduce manual tasks so reps can focus on closing.

Marketing Managers

Integrate Closely with your marketing automation stack to smooth handoffs and track pipeline creation from outreach to revenue.

Agency Owners

Deliver white-labeled campaigns and reports to clients. Manage multiple client accounts from one dashboard without sacrificing security.

Recruiters

Automate candidate outreach and follow-ups. Keep detailed logs of communications to ensure a seamless recruiting process.

Benefits of Using Closely in Your lead gen efforts

• Time Savings: Automate repetitive tasks and focus on high-value activities like closing deals.
• Consistency: Maintain a defined outreach cadence, ensuring no prospect slips through the cracks.
• Scalability: Add more team members and LinkedIn accounts without losing oversight.
• Data-Driven Decisions: Use real-time analytics to refine messaging and targeting continually.
• Improved Response Rates: Personalized sequences and AI-driven content suggestions boost engagement.
• Compliance Assurance: Built-in GDPR controls and data management best practices protect your organization.

Customer Support for lead gen with Closely

From onboarding to advanced campaign setup, Closely’s support team is reachable via live chat, email, and an extensive knowledge base. I’ve personally submitted questions late in the evening and received detailed responses within hours.

Additionally, dedicated account managers are available for Essential and Custom plan customers. They provide strategic guidance, campaign audits, and best-practice recommendations tailored to your industry.

External Reviews and Ratings on Closely and lead gen impact

Users consistently praise Closely for its ease of use and powerful automation features. On G2, it holds a 4.8/5 rating, with testimonials highlighting:

• “Tripled our meeting bookings within the first month.”
• “Saved us 10 hours per week on manual outreach.”
• “Seamless CRM integration made our sales process bulletproof.”

Some feedback focused on initial setup challenges for complex sequences. Closely addressed this by rolling out new tutorial videos and personalized onboarding sessions, demonstrating a commitment to continuous improvement.

Educational Resources and Community for lead gen with Closely

Closely offers a rich library of resources including:

• Official blog posts on outreach strategies
• Video tutorials covering every feature
• Live webinars and Q&A sessions
• An active user forum for peer-to-peer advice

There’s also a private Slack channel where Closely users share templates, success stories, and troubleshooting tips—making it easier to learn from your fellow outreach professionals.

Conclusion: supercharge your lead gen

In today’s competitive landscape, effective lead gen demands a blend of personalization, scale, and data-driven insights. Closely delivers on all three fronts, replacing tedious manual tasks with intelligent automation and offering crystal-clear analytics to guide your strategy.

Ready to transform your prospecting? Get Started with Closely Today and take the first step toward higher response rates, more meetings, and accelerated revenue growth.