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What Is Closely?

Closely is a LinkedIn automation tool designed for teams and leaders who need a reliable platform to expand their professional network, generate high-quality leads, and streamline their outreach campaigns. It combines multi-step sequences, in-depth audience management, and powerful analytics—all in one intuitive interface. Use-cases include:

• Scaling outbound prospecting efforts across multiple LinkedIn accounts simultaneously.
• Improving conversion rates through personalized and data-driven outreach strategies.
• Maintaining GDPR compliance while processing personal data for recruitment, sales, or partnership campaigns.
• Coordinating cross-functional teams with granular access controls and reporting.

Features

Closely is packed with robust features that take LinkedIn outreach beyond generic connection requests. Let’s dive into the most critical capabilities that set Closely apart from other automation tools.

Custom Sequences with Multiple Actions and Conditions

Closely’s core lies in its ability to create tailored sequences that adapt to prospect behavior in real time.

• Actions include connection requests, follow-up messages, profile visits, and InMail sends.
• Conditional logic triggers alternative steps if a prospect opens, replies, or ignores a message.
• Dynamic wait times and custom delays help you simulate human-like outreach schedules.
• Example: Send a thank-you note two days after a connection is accepted, but escalate to an InMail on day five if no reply.

Three-Step Campaign Builder

Getting started with a campaign is as simple as:

1. Choose Your Audience – Import prospects directly or filter leads from prior campaigns to avoid overlap.
2. Define Steps – Select from messages, follow-ups, or even phone outreach if integrated.
3. Engage and Manage – Use the built-in lead management view to track progress and assign status tags.

This wizard-driven approach means you can set up complex campaigns in under five minutes, freeing you to focus on crafting persuasive copy.

Flexible Lead Management

A cluttered pipeline can kill productivity. Closely’s lead management features eliminate that stress.

• Filter out leads who have already been contacted or have responded.
• Tag leads with custom labels: hot, nurturing, unresponsive, or any category you define.
• Bulk actions allow you to pause, resume, or reassign leads to team members in seconds.

Superior Metrics Dashboard

Data-driven decisions require clear insights. The metrics dashboard in Closely does just that:

• Visualize open, acceptance, and reply rates across campaigns with interactive charts.
• Deep-dive into hypotheses by segmenting A/B test variations.
• Export reports in CSV or integrate metrics with your BI tools via API.

Detailed Campaign Steps

Each campaign can be broken down step-by-step for transparent accountability:

• View a timeline of every action sent to each prospect.
• Monitor which step drove the highest engagement for optimization.
• Create custom reports showing performance at the message-template level.

Campaign Overview

Manage multi-variant campaigns without toggling between pages:

• Single-page dashboard shows the status of all live sequences.
• Color-coded progress bars highlight bottlenecks or high-performing streams.
• Quick snapshot widget displays total leads, replies, and pending follow-ups.

Prospect Information

Knowledge is power. Get a crystal-clear view of who you’re targeting:

• List size, import date, and campaign success metrics in one pane.
• Profile enrichment with job titles, industries, and company sizes.
• Internal notes section for sharing research across your team.

Campaign Timeline

Never lose track of touchpoints:

• Chronological feed of connection requests, messages, and interactions.
• Hover to see message previews or click to jump into the conversation thread.
• Timeline filters let you isolate actions by date ranges or specific outreach steps.

Closely Integrations

Closely plugs seamlessly into your existing sales and marketing stack:

• CRM Sync – Auto-push new connections and replies into Salesforce, HubSpot, Pipedrive, and more.
• Meeting Schedulers – Integrate Calendly, Microsoft Bookings, or Zoom directly into your messages.
• Inboxes & Monitors – Get notified in Slack, Microsoft Teams, or email about key engagement triggers.

Team Management Access

Centralize control while preserving privacy:

• Create multiple user roles: admin, manager, contributor, or viewer.
• Restrict access to specific campaigns or lead lists by team member.
• Audit logs track who did what and when for compliance reviews.

The Ultimate Automation Platform for Agency Needs

Agencies can consolidate all client campaigns under one roof:

• White-label interface reinforces your agency brand to clients.
• Manage multiple LinkedIn accounts with folder-based organization.
• Generate and share performance reports via branded PDFs.

GDPR Compliant

Privacy regulations are non-negotiable. Closely adheres strictly to GDPR guidelines:

• Data processing agreements and secure EU-based servers.
• Automated data deletion workflows for EU contacts on request.
• Transparent privacy policy and routine compliance audits.

Pricing

Closely offers flexible plans to suit individuals and growing teams. Whether you’re just starting out or scaling a bustling agency, there’s an option that fits both your budget and your outreach goals. Right now, you can lock in up to 50% OFF on annual billing and maximize returns.

• Starter Plan – $49/mo
  Suited for solo entrepreneurs testing the waters:
  – 1 LinkedIn account
  – Unlimited email accounts
  – White-label included
  – No monthly credits but unlimited access to basic features
• Growth Plan – $127/mo (Most Popular)
  Ideal for small teams ramping up outreach:
  – Up to 3 LinkedIn accounts
  – 3,000 credits per month (750 emails, 150 phones, 1,500 AI personalizations)
  – Unlimited email accounts
  – All white-label and integration features
• Essential Plan – $205/mo
  Designed for midsize teams with heavier volume:
  – Up to 5 LinkedIn accounts
  – 5,000 credits per month (1,250 emails, 250 phones, 2,500 AI personalizations)
  – Unlimited email accounts
  – Advanced reporting and multi-variant campaign support
• Custom Plan – $350+/mo
  Tailored setups for large enterprises and agencies:
  – Adjustable LinkedIn account limits (up to 10)
  – Customizable credit packages
  – Dedicated onboarding and SLA-backed support

Benefits to the User (Value for Money)

Investing in Closely yields measurable ROI through:

• Higher Response Rates
  Personalized sequences and AI-driven message suggestions translate into deeper engagement.
• Time Savings
  Automated follow-ups and bulk actions free you to focus on strategy instead of manual tasks.
• Scalable Outreach
  Manage multiple LinkedIn accounts and campaigns in one place, enabling exponential growth.
• Actionable Analytics
  The metrics dashboard illuminates which tactics work, minimizing guesswork.
• Compliance Assurance
  GDPR alignment protects your reputation and sidesteps regulatory pitfalls.
• Agency-Friendly Features
  White-labeling and multi-client management consolidate operations under your brand.

Customer Support

I’ve found Closely’s support team to be impressively responsive. Whether I’ve had a question about setting up conditional actions or needed clarification on GDPR protocols, email responses arrive within a few hours on business days. They also maintain an up-to-date knowledge base that addresses common pain points like integration hiccups or credit usage limits.

For urgent issues, live chat within the platform connects you to a support agent almost instantly. If your team requires more dedicated assistance, phone support and scheduled onboarding sessions are available for Growth and higher plans. This multi-channel approach ensures that no question goes unanswered and that you can keep your outreach efforts running smoothly 24/7.

External Reviews and Ratings

Across review sites, Closely consistently earns high marks:

• G2: 4.6/5 stars – Users praise the intuitive UI and powerful campaign automation. One reviewer noted a 40% spike in LinkedIn reply rates within the first month.
• Capterra: 4.7/5 – Highlighted for “best-in-class reporting” and “seamless CRM integrations.”
• TrustRadius: 8.9/10 – Applauded for scalability and GDPR compliance features.

Some feedback points to a learning curve around advanced conditional sequences, but Closely’s team is actively rolling out more tutorial videos and in-app tooltips to bridge that gap. A few users have requested deeper native integrations with niche CRMs—an enhancement the product roadmap indicates is on the horizon.

Educational Resources and Community

Closely equips users with a wealth of learning materials:

• Official Blog – Weekly posts covering best practices in LinkedIn outreach, A/B testing tips, and case studies.
• Video Tutorials – Step-by-step walkthroughs for setting up complex sequences and integrating with popular CRMs.
• Comprehensive Documentation – In-depth guides on every feature, API references, and GDPR compliance instructions.
• User Forum & Slack Community – Peer-to-peer discussions, idea exchanges, and direct feedback loops with the product team.
• Live Webinars – Monthly Q&A sessions with product experts and guest speakers from sales and marketing fields.

Conclusion

After exploring every corner of what Closely has to offer—from custom multi-step sequences and superior analytics to agency-grade white-labeling and GDPR compliance—it’s clear this platform delivers exceptional value. The ability to manage complex, data-driven LinkedIn campaigns in minutes rather than hours is a game-changer for any growth-minded team.

If you’re ready to transform your outreach, capitalize on this Save up to 50% on Closely annual plans Today offer and get started with the industry’s most comprehensive LinkedIn automation tool. Get Started with Closely Today.