Searching for the ultimate guide to lead gen? You’ve come to the right place. In today’s competitive landscape, mastering lead generation strategies can make or break your growth trajectory. That’s why I rely on Closely to automate and optimize my LinkedIn outreach, ensuring every connection becomes a valuable opportunity.

Generating high-quality leads is challenging. You invest hours researching prospects, crafting personalized messages, and juggling multiple tools to track progress. I get it—this process can feel overwhelming. With years of experience in B2B sales and marketing, I’ve seen teams struggle to scale without automation. Closely has been a game-changer for me and countless other professionals, trusted by growing teams worldwide. Ready to transform your lead gen approach? Let’s dive in.

What is Closely?

Closely is a LinkedIn automation tool designed for teams aiming to amplify their lead gen efforts. It streamlines outbound prospecting by creating custom sequences with multiple actions and conditions. From connection requests to follow-up messages, Closely handles every step while you focus on converting warm leads into clients.

Closely Overview

Founded by a group of sales and tech enthusiasts, Closely set out to solve a common pain point: inefficient outreach processes. Early adopters praised its intuitive interface and powerful automation capabilities. As the platform evolved, it added advanced filtering, CRM integration, and in-depth analytics.

Today, Closely supports agencies, startups, and enterprises, helping teams connect with thousands of prospects without sacrificing personalization. The mission remains the same: empower businesses to drive meaningful growth through intelligent automation.

With continuous feature updates and a commitment to GDPR compliance, Closely stays ahead of regulatory changes and user needs. Its commitment to data privacy and performance has earned accolades from marketing leaders worldwide.

Pros and Cons

Pros:

Automated multi-step sequences: Design complex outreach workflows that handle connection requests, messages, and follow-ups automatically.

Flexible lead management: Filter out leads from previous campaigns to prevent retargeting and focus on fresh prospects.

Seamless CRM sync: Integrate with popular CRMs and meeting schedulers to keep records up to date without manual effort.

Superior metrics dashboard: Access detailed analytics and performance metrics to make data-driven decisions.

Team management access: Assign custom roles and permissions to team members for secure collaboration.

Agency white labeling: Strengthen brand identity by customizing the platform for your clients.

GDPR compliant: Ensures safe handling of personal data with stringent privacy measures.

Cons:

Initial setup can be time-intensive for complex workflows.

Advanced features may require a learning curve for new users.

Features

Closely offers a robust suite of features tailored to supercharge your lead gen process. Below is a breakdown of its key capabilities.

Custom Sequences with Multiple Actions

Create dynamic outreach paths that adjust based on prospect responses.

• Define conditional triggers for follow-ups.
• Mix connection requests, messages, and InMail in one sequence.
• Pause or stop sequences when a prospect replies.

Flexible Audience Selection

Target the right prospects using advanced filters.

• Segment by industry, location, job title, and more.
• Exclude contacts from previous campaigns to avoid duplication.
• Import lead lists directly or integrate with your CRM.

Superior Metrics Dashboard

Monitor campaign performance in real time.

• Track connection acceptance rates.
• Measure response and reply metrics.
• Visualize campaign timelines and touchpoints.

In-Depth Campaign Steps

Break down every step of your outreach and optimize along the way.

• View step-by-step progress per prospect.
• Identify bottlenecks and adjust messaging.
• Test multiple variants within one campaign.

Seamless Integrations

Connect Closely with your entire stack.

• Popular CRMs like Salesforce, HubSpot, Pipedrive.
• Calendar tools such as Calendly, Google Calendar.
• Email inboxes, monitoring tools, and more.

Team Management Access

Manage user roles and secure your data.

• Create custom permission levels.
• Track team activity and performance.
• Ensure personal privacy for sensitive campaigns.

Agency White Label Platform

Offer a branded experience to your clients.

• Customize domain and interface.
• Manage multiple client accounts in one place.
• Generate consolidated reports effortlessly.

Closely Pricing

Closely offers flexible plans to fit different team sizes and budgets. Ready to scale your lead gen efforts? Get Started with Closely Today.

Starter

Price: $49/mo (billed monthly)

• Ideal for solo professionals beginning their outreach journey.
• 1 LinkedIn account, unlimited email accounts.
• Whitelabel included.

Growth (Most Popular)

Price: $127/mo (billed monthly)

• Perfect for small teams scaling outreach.
• 3 LinkedIn accounts, unlimited email accounts.
• 3,000 credits/month: 750 emails, 150 phones, 1,500 AI personalizations.

Essential

Price: $205/mo (billed monthly)

• Designed for growing teams needing more capacity.
• 5 LinkedIn accounts, unlimited email accounts.
• 5,000 credits/month: 1,250 emails, 250 phones, 2,500 AI personalizations.

Custom

Price: Starting at $350/mo (billed monthly)

• Scalable solution for large teams and enterprises.
• Adjustable LinkedIn accounts (up to 10) and credits.
• Fully customizable features and support levels.

Closely Is Best For

Whether you’re a solo operator or an enterprise, Closely adapts to your needs.

Sales Teams

Boost outreach efficiency by automating repetitive tasks and focusing on high-intent conversations.

Marketing Agencies

Manage multiple client campaigns under one roof and deliver transparent, brand-aligned dashboards.

Startups

Rapidly build pipeline without hiring a large prospecting team. Scale outreach with zero technical overhead.

Recruiters

Streamline candidate sourcing and nurture passive talent with personalized, automated sequences.

Entrepreneurs and Coaches

Grow your personal brand on LinkedIn, engage with prospects, and convert followers into paying clients.

Benefits of Using Closely

Here’s what you gain when you choose Closely for your lead gen:

• Time savings: Automate outreach and follow-ups so you can focus on closing deals.
• Higher response rates: Personalized sequences nurture prospects at the right cadence.
• Data-driven decisions: Leverage detailed analytics to refine messaging and targeting.
• Scalability: Easily handle thousands of prospects without hiring additional staff.
• Seamless workflow: Integrate with your CRM, calendar, and inbox for unified operations.
• Compliance assured: GDPR-compliant processes keep you safe when handling personal data.

Customer Support

Closely’s support team is renowned for its responsiveness and expertise. Reach out via live chat, email, or book a dedicated onboarding session to get up and running in no time.

Whether you have technical questions or need strategic advice on optimizing your campaigns, Closely’s support professionals guide you every step of the way.

External Reviews and Ratings

Users consistently praise Closely for its robust automation and intuitive dashboard. Many highlight significant boosts in connection acceptance and reply rates within weeks of onboarding.

Some critiques mention a slight learning curve for advanced features, but the support documentation and customer success team mitigate these challenges quickly.

Educational Resources and Community

Closely offers an array of learning materials to help you master LinkedIn automation. From step-by-step blog tutorials to live webinars and an active community forum, you’ll never run out of guidance.

Join user groups, attend monthly training sessions, and access a knowledge base packed with best practices for achieving your lead gen goals.

Conclusion

Maximizing your lead gen efforts demands a tool that combines automation, personalization, and data-driven insights. Closely delivers on all fronts, empowering you to scale your outreach, improve response rates, and close more deals. Ready to elevate your LinkedIn prospecting? Get Started with Closely Today and experience a smarter way to generate leads.