Closely

What Is Closely?

Closely is a sales intelligence platform hosted in the cloud that provides automated outreach tools for engaging potential clients via LinkedIn and email. It operates by executing sequences that encompass connection requests, messages, follow-ups, and enhanced contact discovery. The platform also utilizes AI to perform lead research and personalization, boosting the relevance of messages and improving response rates. Furthermore, it facilitates multichannel campaign execution with behavior-driven timing and integrated analytics that track performance across both LinkedIn and email. Users can manage replies from both channels through a unified inbox, streamlining their workflow.

What Is Closely Best For?

This software is particularly recognized for its white-label agency solution, allowing teams to conduct LinkedIn and email outreach under their own branding. Agencies can easily customize logos, colors, and domains through a user-friendly portal, going live in just minutes without any technical hurdles. It features a multi-client dashboard that enables simultaneous account management while maintaining strict control over permissions for each client. Clients can log into a branded portal to access campaigns, reports, and performance metrics as if they were using their own system. Additionally, a dedicated success manager and real-time CRM integrations help agencies scale their operations efficiently.

How Much Does Closely Cost?

The pricing for Closely begins at $49 per month for the Starter plan, which includes one LinkedIn account. The platform also offers scalable options tailored to your requirements:

• Growth: $127/month (three LinkedIn accounts + 3,000 credits/month)

• Essential: $205/month (five LinkedIn accounts + 5,000 credits/month)

• Custom: $350/month (this applies to 10 LinkedIn accounts with zero credits/month; pricing adjusts as the number of accounts and credits increase)

No setup fee is required since the vendor provides the white-label solution at no cost. There is also a fixed pricing structure: users are charged $999 per month regardless of how many seats are managed. There are no per-seat or hidden fees involved. A free trial is available as well.

Users generally find the pricing of Closely to be flexible and scalable, offering clear tiered options that cater to various usage needs. While the starting price is accessible, costs may rise with increased scale; however, the lack of setup fees and per-seat charges is viewed positively.

Get a personalized price estimate for Closely tailored to your business needs and budget.

Please note: Pricing is subject to change.

Closely Integrations

The software seamlessly integrates with numerous applications, including:

• Salesforce

• HubSpot CRM software

• Pipedrive CRM

• GoHighLevel

• LinkedIn

How Does Closely Work?

To begin using Closely, follow these simple steps:

1. Log into the Closely platform with your credentials.

2. Connect your LinkedIn account to activate outreach automation.

3. Import or extract targeted leads from LinkedIn or upload a list.

4. Enhance leads with verified information such as emails and company details.

5. Create automated outreach sequences involving connection requests and follow-ups.

6. Launch campaigns utilizing smart automation settings.

7. Monitor replies and manage conversations from a unified inbox.

You can also request a free demo of Closely to see how it can fit into your existing workflow.

Who Is Closely For?

Closely caters to various professionals, including:

• Individual sellers

• Sales leaders

• Founders

• Marketers

• Recruiters

Closely Use Cases

An analysis of Closely’s capabilities reveals several key scenarios where this software excels for sales and outreach teams:

Agencies Managing Multiple Client Campaigns

The platform serves agencies that manage outreach for multiple clients simultaneously while needing a systematic approach to keep activities organized yet visible. It enables workflows where account managers supervise campaigns while delegating execution tasks to team members. This configuration is ideal for agencies balancing high volume with personalized outreach without frequently switching tools.

B2B Teams Focused On LinkedIn Lead Generation

For businesses that primarily use LinkedIn as a prospecting channel, Closely aligns perfectly with daily outreach requirements. It benefits teams that emphasize ongoing connection building and follow-ups over sporadic campaigns. Essentially, it helps maintain a consistent pipeline by structuring outreach into repeatable processes.

Startups Building Early-Stage Sales Pipelines

Younger startups often require swift lead generation without investing in intricate sales stacks. Closely supports scenarios where founders or small sales teams are directly involved in outreach efforts. Its methodology encourages rapid experimentation with messaging and targeting, crucial during initial market validation phases.

Teams Transitioning From Manual To Automated Outreach

Organizations moving away from manual prospecting methods can leverage Closely to introduce structure without drastic operational changes. It's particularly effective for teams looking to scale their activities while still maintaining control over messaging. Users frequently mention that it minimizes repetitive tasks while keeping outreach organized.

Sales Professionals Managing High-Volume Prospecting

This platform is also suitable for individuals or small teams dealing with large prospect lists who require consistency in follow-up communications. In this context, it aids in sustaining engagement across hundreds of leads without losing track of conversations—especially relevant for roles where pipeline volume significantly influences performance outcomes.

Is Closely Right For You?

The software is ideal for businesses seeking to enhance outbound sales engagement across LinkedIn and email while ensuring personalized messaging remains intact. It automates actions on LinkedIn alongside email steps within combined sequences that boost reply rates and lessen manual effort. The platform enriches contact data with verified emails and phone numbers to improve targeting precision. With clients such as Load and PeopleForce, it has built credibility among sales-focused teams. Additionally, it complies with GDPR and CCPA regulations, making it suitable for organizations concerned about data privacy.

If you're still uncertain whether Closely fits your needs, reach out to our customer support at info@softwareseekers.com for further assistance.