Closely

Closely is a powerful, integrated sales engagement platform designed to streamline and scale B2B outreach. It unifies LinkedIn automation and email marketing into a single, seamless workflow, eliminating the need to juggle multiple tools. At its core, Closely empowers users to create sophisticated multichannel campaigns that engage prospects across their preferred platforms. The platform is built for efficiency, allowing sales teams, marketing agencies, and recruiters to manage all their activities from a centralized dashboard.

One of Closely's standout features is its AI-powered personalization. The AI engine analyzes LinkedIn profiles to generate highly relevant, human-like messages, ensuring that even large-scale campaigns feel personal and 1-on-1. This capability significantly increases response rates and helps build stronger connections with potential leads. Furthermore, Closely includes a robust data enrichment tool that can find verified business emails and direct phone numbers, improving deliverability and connection rates.

How to use Closely

Using Closely involves a straightforward process to automate and enhance your outreach efforts. First, connect your LinkedIn and email accounts to the platform. Next, build your target prospect list by importing from a CSV file or using Closely's built-in tools to export leads directly from LinkedIn Sales Navigator, posts, or events. Then, design your multichannel campaign sequence by combining various steps, such as LinkedIn connection requests, profile views, and personalized messages, with a series of email follow-ups. You can leverage the AI personalization feature to automatically tailor your messaging for each prospect. Once your campaign is set up, launch it and monitor its performance in real-time through the advanced analytics dashboard. All replies from both LinkedIn and email are consolidated into the Smart Inbox, making it easy to manage conversations and never miss a follow-up.

Core Features of Closely

• Multichannel Campaigns: Seamlessly combine LinkedIn and email actions into a single automated sequence.
• AI Personalization: Automatically generate personalized icebreakers and messages based on prospects' LinkedIn profile data to increase engagement.
• Data Enrichment: Find verified business emails and phone numbers for your leads to ensure high deliverability and connect faster.
• Unified Smart Inbox: Manage all replies from LinkedIn and email in one centralized inbox to streamline communication and follow-ups.
• Advanced Analytics & Reporting: Get detailed insights into campaign performance, team member activity, and what messaging drives the best results.
• Team Management: Collaborate with your team, manage multiple accounts, and monitor performance from a single dashboard.
• CRM Integrations & Webhooks: Natively integrate with popular CRMs like HubSpot and GoHighLevel, or use webhooks to connect with other tools.
• Whitelabel Solution: Agencies can customize the platform with their own branding, domain, and colors to offer a branded service to clients.

Use Cases for Closely

Closely is versatile and can be used by various professionals. Sales teams use it to automate top-of-funnel lead generation, nurture prospects, and book more meetings. Marketing agencies leverage the whitelabel feature to manage outreach campaigns for multiple clients under their own brand. Recruiters can efficiently source and engage with top talent on LinkedIn. Founders and entrepreneurs can use it to build initial customer relationships and secure partnerships without a large team.

Advantages of Closely

The primary advantage of Closely is its all-in-one nature, which boosts efficiency by consolidating multiple outreach functions into a single platform. The AI-driven personalization saves countless hours of manual work while significantly improving the quality and effectiveness of outreach messages. Its robust data enrichment capabilities ensure that you are reaching out to the right people with accurate contact information. The platform is designed for scalability, allowing you to grow your outreach efforts without compromising on personalization or manageability. Finally, its user-friendly interface makes it accessible even for those who are not tech-savvy.

Pricing and Plans

Closely offers flexible pricing plans designed to adapt to different outbound goals, with a 40% discount on annual billing. All plans include unlimited email accounts and whitelabeling.

• Starter Plan: $49/month. Includes 1 LinkedIn account. Ideal for individuals or small teams just starting out.
• Growth Plan: $127/month. Includes 3 LinkedIn accounts and a bonus of 3,000 monthly credits, which can be used for email lookups, phone number reveals, or AI personalizations. This is their most popular plan.
• Essential Plan: $205/month. Includes 5 LinkedIn accounts and a bonus of 5,000 monthly credits. Suited for growing teams.
• Custom Plan: Starting from $350/month. Offers a customizable number of LinkedIn accounts and credits for larger teams and agencies with specific needs.