Searching for the ultimate guide to lead gen? You just landed on the right page. Meet Closely, the LinkedIn automation platform that’s transforming how teams scale outreach, build relationships, and drive growth in a fraction of the time.

If you’re frustrated by manual prospecting, inconsistent follow-ups, or lackluster response rates, you’re not alone. I’ve tested countless tools over the years, and nothing comes close to Closely’s precision, flexibility, and data-driven insights. Let’s dive in and explore how Closely can become your secret weapon for next-level LinkedIn lead gen.

What is Closely?

Closely is a LinkedIn outbound automation platform designed to simplify and scale your prospecting efforts. It lets you craft multi-step campaigns, personalize each touchpoint with AI assistance, and track every interaction—all within one unified dashboard. Whether you’re a solo freelancer or leading a large sales team, Closely streamlines the entire outreach lifecycle from audience selection to conversion analysis.

Closely Overview

Founded by sales veterans and engineers passionate about automation, Closely launched in 2020 with a mission to empower professionals to forge authentic connections at scale. Over a few short years, the platform has grown rapidly, serving fast-growing startups, boutique agencies, and enterprise teams alike. With thousands of active users, Closely continues to refine its features based on real-world feedback, positioning itself as the go-to solution for ambitious teams.

Key milestones include:

• 2021: Introduced AI-driven personalization for LinkedIn and email outreach.
• 2022: Launched advanced metrics dashboard and CRM integrations.
• 2023: Rolled out multi-variant campaign builder and team management controls.

Pros and Cons

Pros:

1. Seamless Campaign Creation: Build custom sequences in minutes with drag-and-drop steps and conditional logic.

2. AI Personalization: Generate tailored messages at scale using built-in AI prompts.

3. Flexible Lead Management: Filter leads across campaigns to avoid duplicates and sync directly with your CRM.

4. Detailed Metrics Dashboard: Track open rates, response rates, and conversion funnels in real time.

5. Robust Integrations: Connect with CRMs, meeting schedulers, monitoring tools, and inboxes without manual workarounds.

6. Team Administration: Create user roles, control access levels, and manage multiple client accounts in one place.

Cons:

1. Learning Curve: New users may need time to master advanced workflows and conditional logic.

2. LinkedIn Limits: Like any automation platform, Closely must operate within LinkedIn usage policies, requiring careful configuration to avoid account restrictions.

Features

Closely offers an array of features designed to supercharge your LinkedIn lead gen efforts. Below are the standout capabilities:

Custom Sequence Builder

Design sophisticated outreach cadences with multiple actions and conditions:

• Connect, follow-up, InMail, and email steps in one workflow.
• Conditional branching based on open, reply, or connection status.
• Time delays and scheduling to optimize send times.

AI-Powered Personalization

Craft hyper-relevant messages without the manual effort:

• Generate personalized intros based on profile data.
• Leverage AI templates for varied messaging styles.
• Adjust tone, length, and format with simple prompts.

Advanced Metrics Dashboard

Gain real-time insights to inform your strategy:

• Overall campaign performance and touchpoint effectiveness.
• Funnel analytics: leads, connections, replies, meetings booked.
• Custom reports exportable to PDF or CSV for stakeholders.

Lead Management & CRM Sync

Keep your pipeline organized and your CRM up to date:

• Auto-filter leads from past campaigns to prevent retargeting.
• Two-way sync with popular CRMs like Salesforce, HubSpot, Pipedrive.
• Tagging and segmenting within the platform for precise follow-ups.

Team Management & Whitelabel

Scale outreach across multiple users or clients securely:

• Role-based permissions and access controls.
• Whitelabeled interface to reinforce your brand identity.
• Centralized billing and usage tracking for agencies.

Closely Pricing

Whether you’re a solopreneur or managing a team, Closely has a plan for you:

Starter

Price: $49/mo
Ideal for individuals testing the waters.
Highlights:

• 1 LinkedIn account
• Unlimited email accounts
• Whitelabel included

Growth (Most Popular)

Price: $127/mo
Ideal for small teams scaling outreach.
Highlights:

• 3 LinkedIn accounts
• 3,000 credits/mo (750 emails, 150 calls, 1,500 AI personalizations)

Essential

Price: $205/mo
Ideal for mid-sized teams and agencies.
Highlights:

• 5 LinkedIn accounts
• 5,000 credits/mo (1,250 emails, 250 calls, 2,500 AI personalizations)

Custom

Price: $350+/mo
Customizable for enterprise needs.
Highlights:

• Up to 10 LinkedIn accounts (adjustable)
• Unlimited email accounts and credits
• Priority support and onboarding

Closely Is Best For

Whether you’re just starting or running a large operation, there’s a use case for you.

Solo Consultants

Automate daily outreach so you can focus on closing deals. Use AI personalization to customize messages without extra hours typing.

Sales Teams

Coordinate multi-variant campaigns, share templates, and monitor performance in real time to hit team targets.

Marketing Agencies

Manage multiple client campaigns under a whitelabeled portal, deliver transparent reporting, and scale outreach without growing headcount.

Recruiters

Source high-quality candidates via LinkedIn more efficiently and maintain warm engagement through automated follow-ups.

Benefits of Using Closely

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

• Efficiency Boost: Automate repetitive tasks and reclaim hours each week.
• Higher Response Rates: AI personalization drives relevant, human-like outreach.
• Data-Driven Decisions: Real-time dashboards show you exactly what’s working.
• Consistent Follow-Ups: Never lose a lead to forgetfulness or inbox overload.
• Team Alignment: Centralized management ensures everyone follows best practices.

Customer Support

Closely’s support team is responsive and knowledgeable. You can reach them via live chat, email, or video call, and they typically respond within minutes during business hours.

They also provide in-depth onboarding sessions, personalized walkthroughs, and a dedicated account manager on higher plans to ensure you get maximum value from the platform.

External Reviews and Ratings

Most users rave about Closely’s ease of use and robust analytics. Here’s a snapshot of what people say:

• “Game-changer for our outbound strategy—response rates jumped by 30%.”
• “The AI personalization saved me hours and made every message feel bespoke.”

Some users note the learning curve around building advanced sequences, but Closely addresses this with comprehensive tutorials and template libraries.

Educational Resources and Community

Closely offers a wealth of learning materials:

• Official blog with case studies, best practices, and industry insights.
• Webinars and live Q&A sessions featuring LinkedIn experts.
• An active user community and forum where you can share templates, tips, and success stories.

Conclusion

In the competitive world of LinkedIn lead gen, automation is no longer optional—it’s essential. Closely gives you the power to create complex, multi-step campaigns, personalize at scale with AI, and measure everything that matters. Ready to transform your outreach?

Get Started with Closely Today to see how automated LinkedIn prospecting can amplify your pipeline, save you hours each week, and unlock sustainable growth.