Managing multiple client campaigns can be overwhelming for marketing agencies. Traditional tools and manual processes often lead to inefficiencies, missed opportunities, and burnout. Closely Teams simplifies this by centralizing LinkedIn automation, email outreach, and multi-channel campaigns into one platform.
Key Benefits:
- AI-Powered Personalization: Tailor messages at scale without extra effort.
- Unified Dashboard: Manage LinkedIn, email, and other channels in one place.
- White-Label Branding: Maintain your agency’s brand in client communications.
- Streamlined Team Collaboration: Assign roles, track tasks, and improve accountability.
- Automated Reporting: Generate branded reports quickly to share campaign performance.
Closely Teams also integrates with CRMs, provides lead scoring, and supports real-time analytics, helping agencies focus on strategy rather than admin tasks. Plans start at $49/month, scaling with your agency’s needs. Whether you’re handling 1 or 10 LinkedIn accounts, Closely Teams helps you deliver better results while saving time and resources.
Why Digital Marketing Firms Need Close Teams
Common Firm Issues with Managing Campaigns
Handling many client campaigns can stress out even the top firms. Each client has their own goals, who they want to reach, and what they want to say, making it hard to keep things the same for all using old ways.
A big problem is dealing with many tools and channels. Firms often jump from LinkedIn Sales Navigator, email tools, CRMs, and stats tools. This constant change wastes time and ups the chances of missed work or mixed-up messages.
Another big issue is manual personalization, which does not get easier with more work. Making made-to-order messages for lots of people across different clients can eat up hours that should be used on planning. So, many teams send basic messages that do bad or make their staff tired trying to keep up quality.
Reporting adds more to the to-do list. It takes lots of work to get data from different channels and make good-looking reports for each client. This leaves less time for the planning kind of work that truly makes a difference.
And as firms get bigger, working as a team gets harder. Without clear job roles, work can get lost or done twice, mainly when dealing with client jobs that overlap.
Close Teams is made to fight these problems.
Main Perks for Firms
Close Teams makes managing campaigns easy by putting all the tools firms need in one main place. This keeps the same look and feel across all client work, whether it’s messages or reports.
The tool has a one-view screen that shows LinkedIn work, email chains, and work across many channels. It also shows how well things are going in real time, lessening mistakes and helping new team folks get going fast.
To fix work-together problems, team work tools let bosses hand out roles and what each can do. New team folks can do day-to-day tasks while the more senior planners look at the big picture. The tool also keeps an eye on who’s doing what and which plans do best.
An AI for personalization handles making messages fit for each, letting firms keep up good outreach even with lots of work. Rather than spending too much time on each message, teams can focus on planning and making client ties stronger.
When it comes to reports, Close Teams makes it fast. Firms can make neat, own-brand reports quick that show how well campaigns do across ways. This not only saves time but also makes firms look smart and worthy of trust, upping the chances clients will stay on.
Closely Teams Features That Help Scale Campaigns
AI Personalization and Multi-Channel Campaigns
Closely uses AI to scan prospect data from many campaigns, making LinkedIn messages and emails that are natural and feel right. This makes sure your outreach is of top quality and fits well, even when handling many campaigns.
On top of that, Closely’s multi-channel campaign management lets agencies manage LinkedIn and email outreach from one main dashboard. Auto sequences make sure you follow up well, helping you keep up with prospects without pushing them too much.
Unified Inbox and CRM Connections
To go with personalized outreach, Closely has a unified inbox that puts LinkedIn and email replies in one spot. No need to switch between platforms – keeping track of and managing talks is simple.
Closely also fits well with your current CRM, syncing prospect data and talks automatically. This cuts down on manual data entry and makes sure no leads are missed. Plus, team tools make it easy to set client accounts and oversee operations from one place.
Analytics and Reporting Tools
Closely’s top analytics and reporting tools push campaign management further. You can watch key stuff like open rates, response rates, and conversions for each client. A built-in lead scoring system places prospects by how engaging and likely to convert they are, helping your team focus on the best chances.
With white-label reporting, you can make polished, branded reports that show off metrics like campaign reach, engagement levels, and lead quality. Auto report scheduling keeps clients posted while giving your team more time for strategy.
Webhooks add more efficiency by starting actions in connected tools, making sure follow-ups are on time and keeping sales going strong.
How to Start and Grow Work with Closely Teams
Add Clients and Set Up Work
First, set up clients with Closely Teams’ system. There are three roles – Owner, Admin, and User – made for different work levels. A User can only handle their own LinkedIn work.
When you add new clients, link LinkedIn accounts to the right team people. Use the Accounts tab to keep track of everything. This makes it easy to change things as you need. You can use set styles and tests to help start work fast.
Use Styles, Tests, and Set Follow-Ups
Use styles to save time when you start work. Make styles for each type of job or need, and add steps, times, and rules that work well.
Testing is key to make work better for many clients. Try different subject lines and messages to see what works best.
Set follow-ups make it easy to reach out more than once. They let you send linked messages and emails based on how people react. For example, if someone doesn’t answer a LinkedIn message, a new one can be sent. It might start with a request, then a message, and switch to email if needed. This keeps things smooth and can get more replies.
Keep All in Order Across Many Areas
It’s key to keep all in order when you have lots of work on many areas. Use clear ways to handle many LinkedIn and email accounts. The unified inbox puts all replies in one place, but only the person who added a LinkedIn account can see its inbox. Make sure everyone knows how to talk so no key messages get lost.
For Owners and Admins, the My Network tab shows what’s happening with all clients. Users can only see their own data.
If your group handles lots of clients, pick a plan that fits:
- Growth Plan: Lets you use 3 LinkedIn accounts for $127 per month.
- Essential Plan: Lets you use 5 LinkedIn accounts for $205 per month.
To keep on top of everything, use clear names, put clear tags on clients, and meet every week to check progress and make sure all is as it should be.
How to Use Teams at Close Range
How to Make Your Campaign Better
To up your game, pay mind to timing, adding a personal touch, and smart follow-ups. Closely’s data tools can show you when it’s best to reach out, making sure your notes hit at just the right time.
Adding a personal touch is more than saying their first name. With Closely’s AI, add key stuff like fresh news about their work, job shifts, or big news in their field. This makes your notes pop and feel real.
When you do follow-ups, timing is key. Space them out well, and if folks stop responding, try a new way to talk to get them back.
Try A/B testing. Begin by changing up your email titles, then tweak your message and what you ask them to do, based on what they like most.
For connecting, start simple. Send an easy invite, and once they’re in, send a custom note to get closer.
By checking these insights, you can polish your plan and give sharper, goal-hitting reports.
Keeping Track and Making Reports for Clients
Focus on what counts most for your clients. Rather than just counting things like how many invites you sent, watch more important stuff like how many answer, set up meetings, and the worth of the leads. This move to results-based stuff better shows the worth of what you do.
Use Closely’s tools to make clear, eye-catching dashboards that show main points and how close you are to reaching goals. These help clients see the big picture of your work.
Check how cost-effective your moves are by comparing what you spend with the number of good leads you get. This not only measures return on investment but also tells a strong story for your reports.
Keep a keen record of what works best for each client. Track which message styles, fields, and roles bring the best results. Use this info to tune your plans for the next time.
Make things easier with Closely’s CRM tie-ins to auto reporting. By linking lead data from the first hello all the way to closing deals, you show clear results and up the worth of what you offer.
Tap into sharp data tools to even better aim for top-quality leads.
Using Data Tools to Get Better Leads
Closely’s tools for checking lead info is key to make sure your list of possible clients is correct. Checking emails and phone numbers cuts down wasted time and keeps your reach-outs on point.
Data-rich tools from Closely let you sort prospects by things like how big the company is or signs they are growing. Going after growing businesses boosts chances of catching those who need what your client offers.
Scoring leads can help you pick who to focus on. Those who show more interest – like opening lots of emails or checking out your client’s site – should be moved to the top of your list for faster follow-ups.
Giving it your own feel can change a lot. Use Closely’s web search tools to find out more about who you might work with, like their latest wins or what’s new in their field. This deep dig can really help make your reach out work better.
Keep your list of prospects fresh and tidy often. Take off those who don’t get back to you. This keeps your work sharp on those who might really bite, lifting up how well your whole push does.
At last, watch how well your data leads do. See which ways keep giving you good leads. Put your work into these paths most, to help your drives do the best they can.
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LinkedIn automation for agencies
Picking the Best Closely Teams Plan for Your Agency
When you need the right Closely Teams plan, it’s all about matching your agency’s client needs and campaign needs to what each plan has. Here’s a look at the plans you can pick from to make a smart choice:
Compare Closely Teams Plans
| Plan | Price Each Month | LinkedIn Profiles | Email Profiles | Credits Each Month | How You Use It |
|---|---|---|---|---|---|
| Beginner | $49 | 1 | No limit | 1,000 | 250 emails / 50 phone checks / 500 AI tweaks |
| Rise | $127 | 3 | No limit | 3,000 | 750 emails / 150 phone checks / 1,500 AI tweaks |
| Needed | $205 | 5 | No limit | 5,000 | 1,250 emails / 250 phone checks / 2,500 AI tweaks |
| Your Way | $350 | 10 | No limit | As you like | Use credits and limits as you need |
All plans let you use your own brand name for more choices.
How to Choose the Right Plan
To pick the best one for your group, think about these:
- How Many Clients and How Big the Work Is: Look at how much work you have now and how much you need to reach out to people.
- LinkedIn and Email Accounts: Figure out how many LinkedIn profiles you will handle and if you need lots of email addresses for your work.
- How Many Credits You Need: Check the monthly credits and what they cover (emails, phone numbers, AI person touchups) to make sure they fit with what you want to do.
Pick the plan that fits what your group does now and where you want it to go.
Conclusion: How Closely Teams Helps Agencies Grow
Agencies often grapple with the challenge of delivering results while managing operations at scale. Closely Teams steps in as a solution by combining AI-driven personalization, a unified inbox, and smooth multichannel management to simplify LinkedIn and email outreach. The inclusion of data enrichment further enhances the precision and effectiveness of campaigns.
By integrating LinkedIn automation, email outreach, CRM tools, and white-label branding, Closely Teams provides a streamlined approach that reduces costs and maintains a consistent professional image. This eliminates the hassle of managing multiple platforms, saving time and resources.
Another standout feature is scalability. Closely Teams grows alongside your agency, thanks to its credit-based system that offers predictable resource allocation. With advanced analytics, agencies can fine-tune their campaigns, cut down on repetitive tasks, and boost lead generation efforts.
FAQs
How can Closely Teams work with my current CRM to improve campaign management?
Closely Teams works effortlessly with most CRM systems, making campaign management smoother and more efficient. By syncing your CRM data with Closely Teams, you can keep tabs on leads, track outreach activities, and maintain steady communication – all from a single platform.
For digital marketing agencies, this integration is a game-changer. It cuts down on time-consuming tasks by automating repetitive processes, ensures precise lead tracking, and delivers insights that help fine-tune client campaigns. With Closely Teams, juggling multiple accounts becomes simpler and more manageable, equipping you with the tools to grow your operations with ease.
How does Closely Teams enhance collaboration and task management for digital marketing agencies?
Closely Teams brings together a suite of tools designed to make teamwork smoother and task management more organized – especially for agencies juggling multiple client accounts. With features like shared workspaces, team-specific task assignments, and centralized campaign tracking, it helps your team stay on top of projects while staying aligned with client objectives.
What’s more, Closely Teams keeps communication flowing with real-time updates and notifications. This ensures that everyone stays in the loop, meets deadlines, and avoids unnecessary confusion. The result? Less wasted time, fewer mistakes, and stronger outcomes for your clients.
How can digital marketing agencies choose the right Closely Teams plan to meet their current and future client needs?
To choose the best Closely Teams plan for your agency, start by assessing your current client portfolio and projecting future growth. Think about how many client accounts you handle, the number of outreach campaigns you run, and how much automation is necessary to scale your efforts smoothly.
If you’re gearing up for expansion, it’s wise to pick a plan that can grow with you. Closely Teams offers tools to simplify campaign management and boost lead generation, ensuring they can adapt as your needs change. Not sure which plan fits best? Contact Closely’s support team for tailored recommendations based on your agency’s goals.