Searching for the ultimate guide to lead gen? You’ve just landed on the right page. In this comprehensive resource, I’ll walk you through proven strategies to boost LinkedIn outreach, personalize your messaging at scale, and streamline your process using Closely. Whether you’re a solo entrepreneur or leading a growing team, you’ll discover how to transform your lead gen efforts from tedious to automated. Ready to accelerate your pipeline? Get Started with Closely Today and experience seamless LinkedIn automation.

Generating quality leads on LinkedIn can feel like chasing a moving target. I’ve tested countless outreach tools over the past few years, and nothing comes close to the efficiency and precision of Closely. Trusted by hundreds of sales teams worldwide, this platform offers a complete suite of automation features—custom sequences, real-time analytics, CRM integration, and more—while remaining fully GDPR compliant. Let’s dive into how you can leverage Closely to supercharge your lead gen strategy in 2024.

What is Closely?

Closely is a LinkedIn automation tool designed to help teams systematically grow their professional network, engage prospects, and convert connections into paying clients. It combines multi-step outreach sequences with advanced targeting and analytics, making it the go-to outbound platform for scaling businesses. By orchestrating personalized actions—messages, connection requests, follow-ups—based on user-defined conditions, Closely ensures you stay top-of-mind without manual intervention.

Closely Overview

Founded by a team of sales and marketing veterans, Closely launched in 2020 with the mission of simplifying LinkedIn outreach for B2B teams. Early adopters praised its intuitive interface and robust feature set, prompting rapid growth. Within two years, Closely expanded its user base to over 2,000 companies worldwide and forged integrations with leading CRMs, meeting schedulers, and monitoring tools.

The platform’s development roadmap focused on three pillars: automation flexibility, data-driven decision making, and privacy compliance. Recent updates introduced AI-powered personalization, granular campaign filtering, and a superior metrics dashboard—tools that empower teams to test hypotheses, iterate faster, and achieve more predictable results.

Pros and Cons

Pros: Closely’s automation sequences save hours of manual work, allowing you to focus on high-value activities.

Pros: Flexible lead management prevents duplicate outreach by filtering leads already contacted in previous campaigns.

Pros: Seamless CRM sync ensures every new connection or reply is logged in real time, keeping data consistent.

Pros: AI personalization generates dynamic message variations, boosting response rates.

Pros: Comprehensive analytics dashboard provides campaign performance at a glance and uncovers insights for optimization.

Pros: GDPR compliance guarantees you’re operating within legal boundaries while processing prospect data.

Pros: Team management features allow different access levels and privacy controls, perfect for agencies and enterprises.

Cons: The breadth of features can have a learning curve for new users.

Cons: Customization beyond standard sequences may require support from Closely’s onboarding team.

Features

Closely’s feature set is engineered for advanced lead gen workflows. Below are its core modules:

Custom Sequences with Conditional Actions

Create multi-step outreach campaigns that adapt based on prospect behavior. Each sequence can include:

• Connection requests with personalized notes
• Automated follow-up messages sent at optimal intervals
• Conditional branching to skip or advance steps based on responses

Audience Selection & Filtering

Identify the perfect prospects with laser focus:

• Upload lists or import searches directly from LinkedIn Sales Navigator
• Filter by location, company size, job title, or custom tags
• Exclude leads already targeted in previous campaigns to avoid waste

Flexible Lead Management

Keep your pipeline clean and organized:

• Mark leads as hot, warm, or disqualified
• Use tags and notes to segment prospects
• Sync contact status automatically with your CRM

Superior Metrics Dashboard

Make data-driven decisions with clarity:

• View overall campaign performance, reply rates, and connection acceptance
• Analyze each step’s conversion metrics
• Export reports for stakeholder presentations

Comprehensive Integrations

Connect Closely with your existing stack:

• CRMs: Salesforce, HubSpot, Pipedrive, and more
• Meeting schedulers: Calendly, ScheduleOnce
• Monitoring tools and inboxes for real-time notifications

Team Management Access

Maintain control over user permissions:

• Create multiple roles with tailored access
• Enable privacy for sensitive campaigns
• Monitor team activity in a centralized admin console

Closely Pricing

Closely offers flexible plans to suit teams of all sizes, billed monthly:

Starter

Price: $49/mo

• Ideal for solo entrepreneurs
• 1 LinkedIn account, unlimited email accounts
• Whitelabel included
• Free trial to kickstart your first campaign

Growth (Most Popular)

Price: $127/mo

• Ideal for small teams
• 3 LinkedIn accounts, unlimited email
• 3,000 credits monthly (750 emails, 150 phones, 1,500 AI personalizations)
• Free trial and whitelabel included

Essential

Price: $205/mo

• Ideal for scaling agencies
• 5 LinkedIn accounts, unlimited email
• 5,000 credits monthly (1,250 emails, 250 phones, 2,500 AI personalizations)
• Free trial and whitelabel included

Custom

Price: $350+/mo

• Ideal for enterprises and high-volume agencies
• Adjustable LinkedIn accounts (up to 10)
• Custom credits allocation
• Dedicated account support and onboarding

Closely Is Best For

Whether you’re a solopreneur or a large agency, Closely scales to your needs:

Solo Entrepreneurs

Automate repetitive outreach so you can focus on closing deals. Starter plan gives you all core features at an affordable rate.

Small Sales Teams

Coordinate campaigns across multiple reps, maintain data hygiene, and track performance in one dashboard. Growth plan provides the perfect balance of seats and credits.

Marketing Agencies

White-label the platform for clients, manage multiple accounts, and generate branded performance reports. Essential and Custom plans offer maximum flexibility.

Benefits of Using Closely

• Time Savings: Automate follow-ups and reminders, freeing you to focus on high-value tasks.
• Higher Response Rates: AI-driven personalization speaks directly to each prospect’s needs.
• Enhanced Organization: Tag, score, and filter leads to prioritize hottest opportunities.
• Data Clarity: Visual dashboards and detailed analytics guide your next experiment.
• Scalability: From one user to ten, your outreach scales with your team.
• Compliance: Fully GDPR compliant, ensuring your outreach respects privacy regulations.

Customer Support

Closely’s support team is renowned for responsiveness. You can reach out via in-app chat, email, or schedule a call through integrated meeting tools. Average response time is under 2 hours during business days.

Onboarding includes guided setup sessions, campaign audits, and access to a growing library of tutorials. Whether you’re troubleshooting or brainstorming new sequence ideas, expert assistance is just a few clicks away.

External Reviews and Ratings

Users praise Closely’s intuitive UI and robust feature set, often citing double-digit increases in reply rates within weeks of adoption. “The best LinkedIn automation I’ve tried,” says one VP of Sales. “Our team cuts outreach time by 70%,” reports another marketing manager.

Some feedback notes the initial learning curve and occasional LinkedIn API limits. The Closely team addresses these concerns with regular training webinars and transparent status updates, ensuring minimal disruption to campaigns.

Educational Resources and Community

Closely maintains a rich collection of how-to guides, video tutorials, and best-practice articles on its blog. Monthly webinars feature industry experts sharing tips on sequence design, messaging frameworks, and data analysis. The user community on Slack and private forums fosters peer support and idea exchange.

Conclusion

In the fast-paced world of lead gen, efficiency and personalization are non-negotiable. Closely equips your team with the automation sequences, analytics, and integrations needed to build predictable pipelines on LinkedIn. Ready to transform your outreach? Mid-article check: don’t miss the chance to Get Started with Closely Today and experience accelerated growth.

Stop wasting time on manual LinkedIn tasks and start automating smarter. Visit https://go.thenerdynoob.com/closelyhq to get started with Closely today.