Searching for the ultimate guide to lead gen? You just landed on the right page. I’ve tested countless tools, but when it comes to supercharging your LinkedIn outreach, Closely stands out as the most intuitive and powerful automation platform. In this comprehensive guide, I’ll walk you through everything you need to know about leveraging Closely to drive consistent, high-quality lead gen results for your business.

Whether you’re a solo entrepreneur or leading a growing sales team, capturing, engaging, and converting prospects on LinkedIn can be a daunting task. That’s where Closely comes in. With years of proven success, a user base spanning startups to agencies, and robust GDPR compliance, this tool was built specifically to simplify and amplify your LinkedIn outreach. Ready to discover how to craft campaigns that resonate and convert? Let’s dive in.

What is Closely?

Closely is a LinkedIn automation tool designed to streamline and optimize your outbound prospecting efforts. Built for leaders and teams aiming to expand their LinkedIn presence, Closely empowers users to set up custom sequences, manage leads seamlessly, and gain deep insights into campaign performance. It’s more than just an automation platform—it’s a complete lead gen ecosystem for LinkedIn.

Closely Overview and lead gen Impact

Founded by a team of LinkedIn veterans, Closely launched with a clear mission: to make LinkedIn outreach as efficient as possible without sacrificing personalization. Over the years, it has evolved into a feature-rich platform that supports companies of all sizes. From its early days serving early adopters to now powering multi-million-dollar agencies, Closely’s growth underscores its effectiveness in driving scalable lead gen.

Major milestones include integrating with over 50 popular CRMs, rolling out advanced analytics dashboards, and supporting team management features for agencies. Today, hundreds of growing sales teams rely on Closely to orchestrate complex, multi-step campaigns that generate predictable pipelines.

Pros and Cons for lead gen

Pros:

1. Custom Sequence Builder: Create multi-variant outreach flows with conditional logic to ensure every prospect receives a tailored experience.

2. Flexible Lead Management: Filter out leads from previous campaigns, sync with your CRM, and maintain a clean outreach pipeline.

3. Superior Metrics Dashboard: Visualize campaign performance in real time, test hypotheses, and make data-driven optimizations.

4. GDPR Compliance: Built-in controls ensure you adhere to European data privacy laws while processing prospect data.

5. Seamless Integrations: Connect with scheduling tools, monitoring platforms, email inboxes, and more for a unified stack.

6. Team Management Access: Assign roles, set permissions, and maintain privacy across your organization or agency clients.

Cons:

1. Learning Curve for New Users: While the platform is intuitive, mastering conditional sequences may take time for beginners.

2. Pricing Tiers for Larger Teams: Agencies running multiple client accounts may find costs scaling quickly without careful plan selection.

Closely lead gen Features

Closely offers a suite of features tailored specifically for LinkedIn lead gen. Below is a detailed breakdown.

Custom Sequences with Actions & Conditions

Build outreach workflows that adapt to prospect behavior.

• Multiple touchpoints: connection requests, messages, invites to events.
• Conditional triggers: pause or pivot based on response status.
• Automated delays: schedule follow-ups at optimal intervals.

Superior Metrics Dashboard

Gain complete visibility into campaign performance.

• Engagement rates by step.
• Conversion metrics from connection to booked meeting.
• Exportable reports for stakeholders.

Flexible Lead Management

Keep your outreach organized and efficient.

• Dynamic filters to exclude past contacts.
• CRM sync for real-time updates.
• Tagging and segmentation for targeted follow-up.

Seamless Integrations

Connect all your marketing and sales tools.

• CRMs: HubSpot, Salesforce, Pipedrive, and more.
• Calendars: Google Calendar, Outlook, Calendly.
• Notification channels: Slack, email, webhook.

Team Management Access

Control user permissions with granular roles.

• Admin, manager, and viewer roles.
• Client-specific workspaces for agencies.
• Audit trails for compliance and oversight.

GDPR Compliance

Data privacy built into every feature.

• Consent management for EU prospects.
• Data export and deletion tools.
• Encrypted storage and secure access.

Closely Pricing

Closely offers flexible plans designed to scale with your outreach needs.

Starter Plan

Price: $49/month

Ideal for: Individuals and small teams wanting to test automated lead gen.

• Up to 500 actions per month.
• Basic analytics dashboard.
• Email support.

Professional Plan

Price: $149/month

Ideal for: Growing sales teams focused on consistent pipeline building.

• Up to 2,000 actions per month.
• Advanced metrics and A/B testing.
• Priority support and onboarding sessions.

Agency Plan

Price: Custom pricing

Ideal for: Agencies managing multiple clients and white-label reporting.

• Unlimited actions.
• Multi-client workspaces.
• Dedicated account manager.

Closely Is Best For Lead Gen Teams

Whether you’re a one-person operation or part of a 50-person sales department, Closely adapts to your needs.

Sales Leaders

Scale outreach by automating repetitive tasks and focus your team’s efforts on high-value conversations.

Recruiters

Engage qualified candidates at scale with personalized sequences that reflect your employer brand.

Marketing Agencies

Offer clients a tailored LinkedIn lead gen service under your own brand using Closely’s white-label capabilities.

Startups

Build an early pipeline quickly, test messaging variants, and iterate based on in-depth performance data.

Benefits of Using Closely for Lead Gen

By centralizing your LinkedIn outreach with Closely, you unlock a suite of advantages:

• Efficiency Gains: Automate routine steps so your team can focus on building relationships.
• Data-Driven Decisions: Leverage real-time analytics to refine messaging and targeting.
• Improved Response Rates: Personalized, multi-touch campaigns yield higher engagement.
• Scalable Workflows: From solo users to agencies, scale your outreach without scaling headcount.
• Seamless Collaboration: Assign roles, share templates, and track performance across your organization.

Customer Support

Closely’s support team is available via email and live chat. Response times are typically under two hours, ensuring you never get stuck on a critical campaign launch.

For Professional and Agency plans, dedicated onboarding sessions and strategic check-ins help your team maximize ROI. A robust knowledge base and video tutorials round out the support experience.

External lead gen Reviews and Ratings

Users on G2 and Capterra consistently award Closely 4.5+ stars. Praise often highlights the platform’s ease of use, powerful segmentation, and outstanding deliverability. One reviewer noted, “Our booked meetings doubled within two months of using Closely.”

Some feedback mentions a learning curve around advanced sequence logic, but most users agree the support team and detailed documentation smooth the onboarding process.

Educational lead gen Resources and Community

Closely maintains an active blog with case studies, best practices, and LinkedIn outreach templates. Weekly webinars cover topics from cold messaging psychology to campaign optimization. The user community on Slack fosters peer-to-peer learning, and regular AMAs with product experts help you get unstuck fast.

Conclusion

At the end of the day, effective LinkedIn lead gen demands a tool that balances automation with personalization and provides crystal-clear analytics. I’ve walked you through how Closely meets these needs with custom sequences, superior dashboards, seamless integrations, and robust compliance. If you’re serious about scaling your outreach and filling your pipeline, it’s time to take action.

Get Started with Closely Today and transform your LinkedIn lead gen into a predictable, high-performing engine.