Searching for the ultimate guide to lead generation? You just landed on the right page. In today’s competitive landscape, building a consistent pipeline of qualified prospects is crucial—and that’s where Closely comes in. With its robust LinkedIn automation capabilities, Closely helps you scale outreach, build genuine connections, and drive real results without the manual headache.

We’ve all faced the challenge of juggling dozens of outreach tasks, from finding prospects to personalizing messages and tracking responses. I’ve spent years testing different strategies and tools, and I can tell you: using Closely has transformed my approach to lead generation. Trusted by growing teams and agencies, Closely packs advanced features, detailed analytics, and seamless CRM sync. Ready to see what it can do? Get Started with Closely Today and turn connections into customers.

What is Closely?

Closely is a LinkedIn automation platform designed for teams and agencies looking to supercharge their lead generation efforts. By combining custom sequences, multi-step outreach, and powerful data insights, Closely helps you reach your target audience at scale while maintaining personalization and compliance. From finding prospects to managing follow-ups, it centralizes every aspect of your outbound strategy.

Closely Overview

Founded by a group of growth marketers and technologists, Closely was born out of frustration with fragmented outreach workflows and unreliable metrics. Our mission? To build an all-in-one platform that simplifies LinkedIn-based outbound for teams of any size. Since launch, we’ve served thousands of customers across industries—from SaaS to professional services—and processed millions of outreach actions.

Over the years, we’ve expanded our feature set based on user feedback, adding advanced filters, AI-driven personalization, and deep integrations with CRMs and other sales tools. Today, Closely stands as a go-to solution for businesses aiming to streamline their outreach, drive stronger engagement, and close more deals.

Pros and Cons

Pros:

Streamlined Automation: Automate LinkedIn messages, connection requests, InMails, and follow-ups in fully customizable sequences.

Advanced Targeting: Build audiences with precise filters (industry, role, company size) and prevent retargeting existing leads.

AI Personalization: Leverage built-in AI to craft personalized outreach at scale, boosting response rates.

Detailed Analytics: Gain real-time insights on sequence performance, campaign timelines, and prospect engagement.

Seamless Integrations: Sync leads automatically with popular CRMs, calendars, inboxes, and productivity tools.

GDPR Compliance: Built-in measures ensure your outreach adheres to data protection regulations in Europe and beyond.

Cons:

Learning Curve: Some advanced features may require onboarding and training to maximize effectiveness.

Credit Limits: Usage is tied to monthly credits, which may require plan upgrades for very high-volume teams.

Features

Closely’s rich feature set covers every step of the LinkedIn outreach journey. Here are the highlights:

Custom Sequences

Create multi‐step campaigns with branching logic and conditions that adapt based on prospect actions.

• Define unlimited steps: connect, message, InMail, email, call tasks.
• Conditional flows: skip steps if the prospect replies or connects.
• Time delays and scheduling: control send times for optimal engagement.

Audience Builder

Quickly assemble targeted prospect lists with robust filters.

• LinkedIn Sales Navigator integration for deep search.
• Filter by geography, industry, job title, seniority, company size.
• Exclude leads from past campaigns to avoid overlap.

AI-Powered Personalization

Automate custom message creation using AI to mention company details, mutual interests, and trigger events.

• Templates enriched with dynamic tags.
• AI suggestions for subject lines and opening lines.
• Scalable personalization at high volumes.

Superior Metrics Dashboard

Track every metric that matters—from sequence steps to reply rates and pipeline value.

• Campaign overview: single-page performance snapshot.
• Timeline view: see each touchpoint and engagement moment.
• Custom reports: export data for deeper analysis.

Flexible Lead Management

Manage leads across campaigns with ease—filter, tag, and sync.

• Prevent duplicate outreach with unified lead lists.
• Seamless CRM sync to Salesforce, HubSpot, Pipedrive, and more.
• Manual overrides and notes to guide your team’s follow-up.

Agency White-Label

Present a branded, client-facing portal to manage multiple campaigns and generate consolidated reports.

Team Management & Access Levels

Grant custom permissions, protect private data, and support multi-team structures.

GDPR Compliance Suite

Automated data deletion, consent tracking, and privacy safeguards to meet European regulations.

Closely Pricing

Find a plan that matches your team size and outreach volume:

Starter

Price: $49/mo – Ideal for solo founders or small teams just getting started with lead generation.

• LinkedIn Accounts: 1
• Email Accounts: Unlimited
• Whitelabel: Included
• Free Trial: Yes

Growth (Most Popular)

Price: $127/mo – Designed for growing teams with moderate outreach needs.

• LinkedIn Accounts: 3
• Email Accounts: Unlimited
• Monthly Credits: 3,000 (750 emails, 150 calls, 1,500 AI personalizations)
• Whitelabel: Included

Essential

Price: $205/mo – Best for established teams scaling high-volume campaigns.

• LinkedIn Accounts: 5
• Email Accounts: Unlimited
• Monthly Credits: 5,000 (1,250 emails, 250 calls, 2,500 AI personalizations)
• Whitelabel: Included

Custom

Price: From $350/mo – Tailor your plan with adjustable seats and credits for enterprise needs.

• LinkedIn Accounts: Up to 10
• Email Accounts: Unlimited
• Credits: Configurable
• Dedicated support and onboarding

Closely Is Best For

Whether you’re a solo entrepreneur or a multi-agency network, Closely adapts to your goals:

Solo Entrepreneurs & Small Teams

Automate repetitive outreach and save hours every week, letting you focus on high-value tasks.

Growing Sales & SDR Teams

Scale outreach sequences, maintain consistency, and get clear visibility into each rep’s performance.

Marketing & Growth Agencies

Manage multiple client campaigns in one white-labeled dashboard and deliver polished reports that impress stakeholders.

Data-Driven Managers

Leverage advanced analytics to test hypotheses, refine messaging, and optimize your funnel continuously.

GDPR-Conscious Organizations

Built-in compliance tools ensure your European outreach meets strict data privacy standards.

Benefits of Using Closely

• Accelerated Pipeline Growth: Automate 100+ touchpoints weekly and triple your outreach capacity.
• Higher Response Rates: Personalization at scale with AI-crafted messages boosted reply rates by up to 40% in case studies.
• Time Savings: Free your team from manual prospecting—spend your time on high-impact negotiation instead.
• Data-Driven Decisions: Real-time dashboards empower you to pivot strategies based on solid metrics.
• Improved Team Alignment: Unified platform keeps marketing, sales, and leadership in sync on campaign goals.

Ready to transform your lead generation workflow? Discover all the features and start your free trial here.

Customer Support

Closely’s support team prides itself on rapid response times and expert guidance. Whether you have a technical question or need strategic advice on outreach, our support specialists are available via live chat and email during business hours.

For more in-depth training, we offer group webinars, detailed knowledge base articles, and 1:1 onboarding sessions for custom plan subscribers. We’re committed to your success every step of the way.

External Reviews and Ratings

Users consistently praise Closely’s ease of use, speed of setup, and robust analytics. “We went from manual prospecting to fully automated sequences in under an hour,” says one five-star reviewer. The AI personalization features also receive high marks for authenticity and relevance.

On the flip side, a few users mention the initial learning curve around advanced workflows and recommended setting aside time for onboarding. Our team is continually refining guidance materials to ensure new customers ramp up quickly.

Educational Resources and Community

Closely maintains an active blog with best practices, case studies, and expert interviews on lead generation. Regular webinars dive into LinkedIn tactics, AI-driven outreach, and data strategy. For peer-to-peer support, join our private Slack community, where hundreds of sales and marketing professionals share tips and templates.

Conclusion

Effective lead generation demands the right mix of personalization, automation, and data-driven insights. Closely delivers on all fronts—helping you build targeted audiences, automate multi-stage outreach, and measure impact in real time. If you’re ready to elevate your LinkedIn outreach and see tangible results, get started with Closely now and drive growth like never before.

Get Started with Closely Today