What is Closely?

Since discovering Closely, I’ve been amazed at how a single platform can transform your lead gen process on LinkedIn. Closely is a LinkedIn automation tool designed for growing teams, helping leaders expand their presence, drive significant business growth, and do so with maximum efficiency. Whether you’re a small sales team or a full-service agency, Closely streamlines outreach, lead management, and performance tracking—all in one place.

Closely Overview

Closely was founded to address the pain points of manual LinkedIn outreach: disparate tools, fragmented data, and time-consuming processes. Its mission is to create a unified outbound platform that scales effortlessly with your team’s ambitions. Since its launch, Closely has enabled thousands of users to automate prospecting, personalize at scale, and analyze campaign performance in real time. From early traction with startups to recognition in agency circles, Closely continues to iterate on features that power modern lead gen.

With a focus on flexibility, the platform allows you to build custom sequences, incorporate AI-powered personalization, and integrate seamlessly with your existing tech stack. The result is a robust, GDPR-compliant solution that empowers teams to hit quotas faster and forecast growth more accurately.

Pros and Cons

Pro: Effortless sequence builder with multiple actions and conditions—no coding required.

Pro: Superior metrics dashboard that gives you full visibility into campaign performance.

Pro: Flexible lead management—filter out previous prospects to avoid retargeting and sync directly with your CRM.

Pro: Extensive integrations with CRMs, meeting schedulers, monitoring tools, and inboxes.

Pro: Team management controls that let you customize access levels and maintain personal privacy.

Pro: White-label options for agencies to reinforce brand identity and build client trust.

Con: The learning curve for advanced sequence conditions may take some time for first-time users.

Con: Higher-tier plans can be pricey for very small teams, though the ROI often justifies the investment.

Features

Closely packs a variety of features tailored to supercharge your LinkedIn outreach and lead gen efforts:

Custom Sequence Builder

Create outreach campaigns in three simple steps:

• Choose your audience.
• Define steps with actions and conditional logic.
• Work in-depth with your target—filter leads, prevent retargeting, and sync with CRM.

Superior Metrics Dashboard

Gain real-time insights to make data-driven decisions:

• Campaign overview with multi-variant performance on a single page.
• Detailed step analytics to identify the strongest touchpoints.
• Timeline of every prospect interaction.

In-Depth Prospect Information

Understand your list at a glance:

• Prospect list size and acquisition timeline.
• Effectiveness metrics to quantify ROI.

Seamless Integrations

Connect Closely with your favorite tools:

• CRMs like Salesforce and HubSpot.
• Meeting schedulers such as Calendly.
• Monitoring tools, inboxes, and more.

Team Management Access

Maintain control and privacy:

• Create custom access levels for each team member.
• Ensure sensitive data remains private.
• Monitor user activity and performance.

White-Label Agency Platform

Deliver branded experiences to clients:

• Centralize multiple client campaigns.
• Generate custom reports under your brand.
• Build trust with a professional interface.

GDPR Compliance

Rest easy knowing your data practices are secure:

• Adheres to GDPR provisions and requirements.
• Implements best-in-class data protection measures.

Closely Pricing

Closely offers flexible plans to fit teams of every size:

Starter

Price: $49/mo
Ideal for individuals and small teams getting started with LinkedIn outreach.

• 1 LinkedIn account
• Unlimited email accounts
• White-label included

Growth (Most Popular)

Price: $127/mo
Perfect for growing teams looking to scale automation and personalization.

• 3 LinkedIn accounts
• 3,000 credits per month (750 emails, 150 calls, 1,500 AI personalizations)
• Unlimited email accounts
• White-label included

Essential

Price: $205/mo
Designed for larger teams needing advanced capacity.

• 5 LinkedIn accounts
• 5,000 credits per month (1,250 emails, 250 calls, 2,500 AI personalizations)
• Unlimited email accounts
• White-label included

Custom

Price: $350+/mo (Adjustable)
Tailor everything from account count to monthly credits.

• Up to 10 LinkedIn accounts (adjustable)
• Unlimited email accounts
• Custom credit allocations
• White-label included

Closely Is Best For

Whether you’re a one-person operation or a multinational agency, Closely adapts to your needs:

Small Sales Teams

Automate repetitive outreach tasks and focus more on high-value conversations.

Marketing Agencies

Leverage white-label dashboards to run multiple client campaigns and report on performance under your brand.

Enterprise Businesses

Scale outreach across departments, maintain GDPR compliance, and integrate with enterprise-grade CRMs.

Benefits of Using Closely

• Save time: Automate sequence steps and reduce manual work by up to 70%.
• Increase response rates: AI-driven personalization ensures each message resonates.
• Improve forecasting: Real-time metrics give accurate visibility into pipeline health.
• Enhance collaboration: Centralized campaign management aligns team efforts.
• Maintain compliance: GDPR-compliant processes protect your data and reputation.

Customer Support

Closely’s support team is responsive and knowledgeable. Whether you have a technical question or need guidance on best practices, you can reach them via in-app chat, email, or scheduled video calls. Most inquiries receive a first response within hours, not days.

They also maintain a detailed help center filled with tutorials, step-by-step guides, and troubleshooting tips. If you prefer live learning, regular webinars and Q&A sessions help you get the most out of every feature.

External Reviews and Ratings

Users consistently praise Closely for its intuitive UI and powerful automation features. Many highlight the granular reporting capabilities as a game changer for optimizing outreach. Some reviews note occasional delays in LinkedIn syncs during peak hours, but support resolves these issues rapidly.

Overall, Closely maintains an impressive average rating above 4.5 stars across multiple software review sites, with testimonials citing increased meeting bookings, higher response rates, and significant time savings.

Educational Resources and Community

Closely offers an extensive library of resources to help you master LinkedIn outreach and lead gen strategies:

• Official blog with case studies, best practices, and trend analyses.
• Video tutorials covering everything from account setup to advanced sequence logic.
• Monthly webinars featuring industry experts and real-world success stories.
• Active community forums where users share templates, tips, and feedback.

Conclusion

In today’s competitive landscape, mastering LinkedIn automation is essential for any team serious about scalable lead gen. Closely delivers a comprehensive, user-friendly platform that handles everything from custom sequences and dynamic personalization to in-depth analytics and GDPR compliance. If you’re ready to streamline your outreach and accelerate growth, mid-campaign adjustments have never been easier when you choose Closely. Get Started with Closely Today to see the difference firsthand.

Get Started with Closely Today