Automation tools are essential for businesses aiming to improve efficiency and manage workflows. While GoHighLevel is a popular choice, there are several alternatives that cater to different needs, from LinkedIn outreach to CRM integration. Here’s a quick overview of 15 top workflow automation apps:
- Closely: Focuses on LinkedIn and email outreach with AI-driven personalization. Starting at $49/month.
- Centripe: Simplifies marketing and CRM tasks for small businesses with transparent pricing.
- ClickFunnels: Specializes in funnel optimization for online sales. Plans start at $127/month.
- ActiveCampaign: Offers advanced email marketing and CRM tools. Lite plan starts at $15/month.
- Systeme.io: An all-in-one marketing platform with a free plan for startups.
- CrmOne: Affordable CRM for small teams, starting at $22/month.
- Kartra: Combines marketing tools for solopreneurs and small businesses. Essentials plan starts at $59/month.
- Builderall: Provides website building and marketing tools in one platform.
- Bitrix24: Includes CRM, project management, and automation. Free for up to 12 users.
- Perspective: Visual workflow mapping for simpler automation.
- OptimizePress: WordPress-based lead generation tool, starting at $129/year.
- Sprout Social: Social media management with automation, starting at $89/user/month.
- Vendasta: White-label platform for agencies managing multiple clients.
- WhatConverts: Tracks calls and leads by marketing channel.
- Kajabi: Designed for course creators, with pricing starting at $149/month.
These tools vary in features, pricing, and target users, making it easier to find one that fits your business needs. Whether you’re focusing on lead generation, CRM management, or multichannel campaigns, there’s an option to streamline your workflows.
4 Best Zapier Alternatives for GoHighlevel 🤯 Cheaper and Easier!
1. Closely
Closely is a LinkedIn-focused automation platform designed to streamline multichannel LinkedIn and email outreach. Unlike more generalized tools, it zeroes in on social selling, helping users build strong relationships through smart prospecting workflows.
At the heart of Closely is its AI-driven personalization engine. This tool tailors messages based on prospect data, company details, and LinkedIn activity, allowing sales professionals to move past cookie-cutter templates and create genuine connections that lead to better response rates.
Automation Features for Sales and Marketing Workflows
Closely’s automation tools are built to manage multichannel campaigns that combine LinkedIn connection requests, follow-ups, and email sequences. It also enriches prospect data automatically, providing verified emails and phone numbers.
With a unified inbox and real-time performance tracking, sales reps can handle conversations and fine-tune their outreach strategies from one central dashboard. Features like lead scoring help prioritize prospects based on engagement and profile details, while web research tools gather extra context about prospects and their companies, making personalized messaging even more effective.
These features integrate smoothly into broader CRM workflows, keeping everything connected and efficient.
Integration Capabilities with GoHighLevel
Closely connects with GoHighLevel through webhooks and CRM integrations, ensuring that prospect data and campaign results flow directly into existing sales funnels. It also works with other popular CRM systems, enabling teams to sync data and track the customer journey – from the first LinkedIn connection to closing the deal. For agencies, white-label options make it easy to rebrand Closely’s interface without disrupting their existing tech stack.
Pricing Overview in US Dollars
Closely offers flexible pricing to match team size and usage, starting at $49 per month for individual sales professionals. The Starter plan includes one LinkedIn account, unlimited email accounts, and 1,000 monthly credits for data enrichment and AI-powered personalization.
| Plan | Monthly Price | LinkedIn Accounts | Credits | Annual Discount |
|---|---|---|---|---|
| Starter | $49 | 1 | 1,000 | $29/month |
| Growth | $127 | 3 | 3,000 | $87/month |
| Essential | $205 | 5 | 5,000 | $145/month |
| Custom | $350 | 10 | Custom | Custom pricing |
Why It Works for US-Based Teams and Agencies
Closely is well-suited for the B2B landscape in the United States, where LinkedIn plays a key role in professional networking and relationship building. Sales teams can handle high volumes of outreach while still keeping things personal, and marketing teams can create targeted campaigns focused on decision-makers.
Agencies benefit from features like white-label customization and team management tools, which simplify the handling of multiple client campaigns. Detailed performance analytics also make it easy to showcase ROI, adding value for clients and stakeholders alike.
2. Centripe
Centripe is an all-in-one business automation platform designed with small and medium-sized businesses in mind. Built on the principles of simplicity and accessibility, it brings together tools for email campaigns, CRM tasks, and data management in a single, easy-to-navigate dashboard. One of its standout features is its transparent pricing – there are no hidden fees or setup costs, making it a budget-friendly choice for businesses looking to optimize their operations [1][2][3].
This platform’s intuitive design makes it a natural fit for modern sales and marketing workflows. By integrating seamlessly across various channels, Centripe helps teams save time and maintain focus, offering an efficient way to manage tasks and boost productivity.
3. ClickFunnels
ClickFunnels is a tool designed to turn visitors into paying customers, catering to a variety of online business models [5]. Its primary strength lies in creating streamlined paths that guide potential buyers toward making a purchase, making it an excellent choice for businesses looking to boost online sales.
Automation Features for Sales and Marketing
ClickFunnels simplifies complex workflows by combining several essential tools in one place. It offers email marketing, CRM tracking, eCommerce processing, membership site management, and even team collaboration tools [5]. This centralized approach helps businesses save time while maintaining focus on their sales goals.
Integration and Ease of Use
For businesses that prioritize funnel optimization, ClickFunnels delivers with its high-converting templates and intuitive funnel-building tools. Solo entrepreneurs and small teams can launch effective sales funnels quickly, making it a practical option for those needing speed and efficiency [4].
Why It Matters for US-Based Teams and Agencies
ClickFunnels is particularly appealing to sales teams, marketers, and agencies in the U.S. Its conversion-driven tools not only help increase revenue but also simplify tasks like landing page creation, email campaigns, CRM management, and eCommerce integration. Agencies appreciate how quickly they can deploy campaigns, which is especially helpful when working under tight deadlines.
Next, let’s explore how ActiveCampaign enhances multichannel sales automation.
4. ActiveCampaign
ActiveCampaign is a robust automation platform designed to deliver personalized customer experiences through advanced email marketing and CRM tools. It uses features like behavioral tracking, segmentation, and predictive analytics to help businesses nurture leads and drive engagement.
Automation Features for Sales and Marketing Workflows
ActiveCampaign’s automation builder enables users to design detailed, multi-step workflows that adapt to customer actions in real time. With tools like conditional logic, split testing, and goal tracking, businesses can create highly targeted campaigns that respond dynamically to customer behavior.
The platform also includes a lead scoring system that evaluates prospects based on factors like engagement, website activity, and email interactions. This scoring system helps sales teams focus on high-priority leads. Additionally, the site tracking feature observes visitor behavior, such as pages viewed or time spent on the site, allowing businesses to trigger specific automations tailored to individual interests.
Integration Capabilities with GoHighLevel or as a Standalone Solution
ActiveCampaign supports smooth multichannel operations by integrating with over 870 third-party apps, including popular CRM systems, eCommerce platforms, and social media tools. For businesses already using GoHighLevel, ActiveCampaign works as a powerful email marketing complement. It can also serve as a standalone solution for companies seeking comprehensive automation without relying on additional platforms.
With API access and webhook capabilities, the platform is especially useful for agencies managing multiple clients. These features allow for custom integrations, connecting nearly any business system seamlessly.
Pricing Options in US Dollars
ActiveCampaign offers tiered pricing based on features and contact limits:
- Lite plan: $15/month for up to 500 contacts
- Plus plan: $70/month, which includes enhanced CRM and segmentation tools
- Professional plan: $159/month, offering predictive sending and advanced integrations
Benefits for US-Based Sales Teams, Marketers, and Agencies
US-based agencies can take advantage of white-label reporting and client management features, which enable branded reports and separate client accounts. Sales teams benefit from tools like visible deal tracking and conversation intelligence, which identifies the most effective messages and touchpoints for moving prospects through the sales funnel.
The platform’s machine learning capabilities optimize email send times based on individual recipient behavior, a feature particularly useful for businesses operating across multiple time zones in the United States.
Next, dive into Systeme.io’s all-in-one automation approach.
5. Systeme.io
Systeme.io calls itself "the easiest all-in-one marketing platform" [6], offering a complete set of tools to simplify sales and marketing tasks. Entrepreneurs and small agencies in the U.S. appreciate its streamlined, unified approach.
All-in-One Solution
Systeme.io is built to bring together all the key marketing functions into one platform. This eliminates the hassle of juggling multiple subscriptions and tools. Its simplicity makes it easy to incorporate into broader marketing plans without adding unnecessary complexity.
Pricing and Accessibility
One of Systeme.io’s standout features is its “Free forever” plan, which doesn’t require a credit card [6]. This option provides startups and small businesses with an affordable way to dive into digital marketing without upfront costs.
Why It Works for U.S. Teams
With its user-friendly interface and consolidated tools, Systeme.io is a strong fit for small agencies, freelance marketers, and startups across the U.S. By offering everything in one place, it allows teams to focus on growing their business instead of managing multiple platforms. Up next, we’ll take a closer look at CrmOne’s specialized CRM automation approach.
6. CrmOne
CrmOne provides an affordable CRM solution tailored for startups, small agencies, and growing businesses in the U.S. It’s perfect for teams looking to automate basic workflows without dealing with complicated integrations. By focusing on essential CRM features, CrmOne offers a straightforward option for companies just starting with automation or those with simpler CRM requirements.
Affordable Pricing in US Dollars
One of CrmOne’s standout features is its budget-friendly pricing, making automation accessible to smaller teams. Plans start at just $22 per month for 5 users, with additional tiers at $40 per month (5 users) and $70 per month (10 users)[7]. For comparison, many enterprise-level CRM solutions can cost over $297 per month, highlighting CrmOne as a cost-effective choice for smaller operations.
Key Automation Features for Sales and Marketing
CrmOne keeps things simple yet effective by focusing on core automation tools that streamline sales processes. It covers the essentials, like lead management, contact organization, and tracking sales pipelines, helping teams stay organized and efficient.
Next up: Kartra, for a closer look at more comprehensive marketing automation solutions.
7. Kartra
Kartra is an all-in-one platform designed with solo entrepreneurs, coaches, course creators, and small businesses in mind. It focuses on streamlining sales and marketing tasks, making it an appealing choice for those managing their businesses independently.
Automation Features for Sales and Marketing Workflows
Kartra comes packed with tools to automate and simplify the customer journey. It supports email and SMS campaigns, with the Starter Plan allowing unlimited sends, while the Essentials Plan caps email sends at 10,000 per month. Beyond communication, Kartra also handles membership site management, course delivery, and digital product fulfillment. Its integrated Kartra AI helps refine content creation and optimize campaigns, while built-in video hosting adds a multimedia edge to marketing efforts. These robust automation tools are reflected in its tiered pricing structure.
Pricing and Affordability in US Dollars
Kartra’s pricing adapts to your business growth, offering four main tiers with discounts for annual billing:
- Essentials Plan: Starts at $59/month (or $52/month with annual billing). Includes support for up to 500 contacts, 10,000 emails per month, and a 5% transaction fee on payments[8].
- Starter Plan: Priced at $119/month (or $99/month with annual billing). Supports 2,500 contacts, offers unlimited email and SMS, eliminates transaction fees, and includes advanced features like built-in video hosting and team collaboration for up to five users[8][9].
Ideal Fit for Small US-Based Businesses
Kartra’s pricing and features make it a great option for small businesses and entrepreneurs in the United States. It covers everything from landing pages to payment processing and course delivery, all in one platform. However, larger agencies may find Kartra less suitable due to its lack of multi-client management, white-label options, and more advanced multi-channel automation capabilities[10][11].
Next, we’ll explore Builderall, a platform that takes a different approach to marketing automation.
8. Builderall
Builderall is a digital marketing platform that brings together website building, email marketing, and workflow automation. It’s designed to simplify online marketing by offering a suite of tools in one place.
Integration and Platform Features
Builderall functions as a comprehensive, all-in-one platform, providing tools for email campaigns, webinar hosting, payment processing, and social media management. By consolidating these features, it eliminates the hassle of relying on multiple third-party tools, making it easier to manage essential marketing tasks from a single interface.
Automation Tools
Automation is a key strength of Builderall. It enables users to set up workflows for tasks like email campaigns, customer segmentation, and follow-ups. You can also track visitor behavior and test different campaign strategies to fine-tune your marketing efforts. These features are designed to save time and improve results by streamlining repetitive processes.
Pricing and Target Audience
Builderall offers multiple pricing tiers to accommodate businesses of varying sizes. Its all-in-one approach is particularly appealing to small and medium-sized businesses, solo entrepreneurs, and digital marketers who need a unified solution for website creation, lead generation, and automation.
Why It’s Useful for US-Based Professionals
For marketers, sales teams, and agencies in the U.S., Builderall provides a streamlined way to handle diverse online marketing tasks – from building websites to running automated email campaigns. This makes it a great option for e-commerce businesses, online course creators, and agencies managing multiple projects. Its unified platform reduces the complexity of juggling various tools, offering an efficient way to manage marketing initiatives. Up next, we’ll look at Bitrix24 and its collaborative automation tools.
sbb-itb-8725941
9. Bitrix24
Bitrix24 is a platform that brings together CRM, project management, and workflow automation in one place. This all-in-one setup is especially appealing to small and medium-sized businesses, as well as marketing agencies, looking to simplify their operations by consolidating tools into a single workspace.
Pricing and Plans in US Dollars
Bitrix24 provides a free plan for up to 12 users, which works well for startups and smaller teams. For those needing more features, paid plans start at $49 per month for the Basic plan (5 users). The Standard plan costs $99 per month for up to 50 users, while the Professional plan is priced at $199 per month for 100 users. For larger organizations, the Enterprise plan supports up to 250 users and is available for $399 per month[12].
Why It Works for US-Based Teams and Agencies
Bitrix24’s combination of affordability and centralized tools makes it a great fit for US-based sales teams, marketers, and agencies. By bringing everything under one roof, it simplifies campaign management and boosts efficiency.
Next, we’ll explore how Perspective approaches workflow optimization differently.
10. Perspective
Perspective is a platform designed to make workflow automation more intuitive, especially for sales and marketing teams. Its visual-first approach allows teams to map out and refine their workflows with ease.
Automation Features
This tool emphasizes creating visual workflows and multi-step processes that align with customer journeys. By identifying gaps and inefficiencies, teams can focus on improving their marketing strategies and streamlining operations.
Pricing Information
Pricing isn’t readily available on their site. You’ll need to reach out to Perspective directly for a tailored quote based on your needs.
Ideal for US Teams
For US-based marketing agencies and sales teams, Perspective is a great fit if you need to visually communicate complex workflows. Its visual maps make it easier to explain processes, even to team members or stakeholders who aren’t technically inclined.
Up next, learn how OptimizePress takes workflow automation to the next level with a focus on driving conversions.
11. OptimizePress
OptimizePress is a WordPress-focused platform designed to simplify online lead generation. It’s a versatile tool that caters to solopreneurs, small businesses, and marketing agencies looking to streamline their marketing efforts without breaking the bank.
Pricing in US Dollars
OptimizePress offers flexible pricing options to suit different needs:
- Annual plans range from $129 to $399 per year.
- Lifetime deal starts at $499, offering long-term savings.
- The Agency plan ($399 per year) allows unlimited site usage, making it a great choice for agencies managing multiple clients.
With its budget-friendly pricing, OptimizePress is a practical solution for marketers, sales teams, and agencies in the U.S. looking to enhance their online marketing strategies.
12. Sprout Social
Sprout Social is a social media management platform designed to streamline workflows with a strong focus on automation and analytics. It integrates seamlessly with various marketing strategies, offering tools that help businesses manage their social media presence more efficiently.
Automation Features for Sales and Marketing Workflows
Sprout Social simplifies content scheduling and reporting with its automation features. The Premium Analytics add-on is particularly useful, as it automatically tracks key metrics like engagement, audience growth, and campaign performance. This eliminates the need for manual data collection and analysis. However, accessing these advanced analytics requires upgrading to the Advanced Plan [14].
Pricing Details
Sprout Social’s pricing reflects its focus on larger organizations. Plans start at $89 per user per month [13], though some sources report entry-level pricing beginning at $99+ per user per month [15]. While the cost may seem high, it’s tailored to businesses that need a robust toolset for managing complex social media operations.
Best Fit for US-Based Teams and Agencies
Sprout Social is particularly well-suited for agencies managing multiple client accounts [13]. Its detailed analytics and automation tools cater to established agencies and larger brands that rely on comprehensive reporting. However, the higher price point might make it less practical for smaller businesses or teams that only need basic scheduling tools [15].
With its advanced features and focus on analytics, Sprout Social is a solid choice for agencies and large brands, though its pricing may not align with the budgets of smaller operations.
13. Vendasta
Vendasta is designed specifically for agencies and resellers managing multiple client accounts. Its white-label ecosystem allows agencies to provide branded marketing solutions while maintaining centralized control over their operations.
Integration Capabilities
Vendasta functions as a standalone platform that streamlines client account management. While it does offer custom integrations through its API, the platform is built to address most agency requirements without heavy dependence on external tools. This setup simplifies automation and ensures smooth workflow management.
Automation for Sales and Marketing Workflows
The platform takes over repetitive tasks like client onboarding, account setup, and service provisioning. By automating these processes, Vendasta helps agencies scale their operations while cutting down on manual effort.
Pricing Model
Vendasta uses a partner-based pricing structure that adjusts as agencies grow their client base and expand their services. Costs depend on the number of clients and the services chosen.
Relevance for US-Based Agencies
Vendasta is well-suited for digital marketing agencies and resellers in the US. It supports consistent, branded service delivery and aligns with local business practices and compliance standards, making it a practical choice for agencies operating in the region.
14. WhatConverts
WhatConverts is a powerful tool designed to help businesses track calls and attribute leads to the right marketing channels. It connects phone calls, form submissions, and chat interactions to their original sources, making it especially valuable for service-based businesses where phone inquiries play a critical role. This detailed tracking also supports easy integration with CRM systems.
Integration Capabilities
WhatConverts makes it simple to integrate call data and lead attribution into existing CRM workflows. With robust API access and compatibility with major marketing tools, businesses can enhance their current automation processes by adding specialized call tracking features.
Automation Features for Sales and Marketing Workflows
The platform offers several automation features to streamline sales and marketing workflows. It can:
- Automate lead scoring based on call duration, interactions, and conversion results.
- Auto-tag leads by their source.
- Display area-specific phone numbers automatically.
- Route calls depending on campaign data.
Additionally, automated reports provide insights into which marketing channels are generating high-quality leads.
Pricing in US Dollars
WhatConverts uses a tiered pricing model based on the number of tracking numbers and included features. Lower-tier plans cover basic call tracking, while higher-tier options offer advanced reporting and CRM integration. For the most accurate pricing details, check the official website.
Relevance for US-Based Sales Teams, Marketers, and Agencies
WhatConverts is tailored for service-based businesses in the US. It complies with call recording notification requirements and data privacy standards. Agencies can also benefit from its white-label reporting capabilities, while local number provisioning helps businesses build trust with potential customers.
15. Kajabi
Kajabi is a comprehensive platform designed for course creators, coaches, and entrepreneurs who focus on sharing their knowledge. It combines course hosting, marketing automation, and sales funnel tools in one place, making it easier to manage and grow your business.
Kajabi simplifies the customer journey by automating everything from capturing leads to completing courses and even upselling. With its visual pipeline builder, you can set up sequences that respond to student behavior and purchase history. Let’s take a closer look at how Kajabi integrates with your existing marketing tools.
Integration Capabilities
Kajabi works seamlessly with tools like Mailchimp, ConvertKit, and Google Analytics, and also supports webhooks and a REST API for custom connections.
If your business relies on other CRM systems, Kajabi’s Zapier integration helps synchronize data across platforms. That said, many users find Kajabi’s built-in features – like email marketing, landing pages, and payment processing – sufficient, reducing the need for additional automation tools.
Automation Features for Sales and Marketing Workflows
Kajabi’s automation revolves around behavioral triggers and tracking student progress. For example, it can automatically enroll students in specific sequences based on their purchase history, course completion rates, or quiz results. This allows you to create tailored learning paths that cater to individual needs.
The Pipeline feature simplifies building multi-step marketing funnels. It automates email sequences, SMS messaging, and targeted offers, while segmenting your audience based on engagement, purchase history, or demographic data collected during registration.
Affiliate management is another standout feature. Kajabi tracks referrals, calculates commissions, and manages payouts to partners automatically. This eliminates manual tracking and ensures accurate compensation for your affiliates, all while keeping pricing competitive.
Pricing in US Dollars
Kajabi offers three pricing plans:
- Basic: $149/month – Includes unlimited marketing emails, landing pages, and basic automation tools.
- Growth: $199/month – Adds advanced automation features and affiliate management.
- Pro: $399/month – Includes white-label capabilities, advanced reporting, and priority support.
All plans allow you to host unlimited courses and students.
Relevance for US-Based Sales Teams, Marketers, and Agencies
Kajabi is particularly useful for service-based businesses and agencies, helping streamline digital product delivery and client onboarding processes.
The platform’s compliance features meet US regulations, including GDPR considerations for international students and automatic tax calculations for digital product sales. Built-in analytics offer detailed insights into student behavior and revenue tracking, making it easier for agencies to demonstrate ROI to their clients.
For agencies managing multiple clients, Kajabi’s white-label options allow full branding customization. This makes it appear as though the agency developed the platform itself, opening up additional revenue streams through training and consulting services.
Feature and Pricing Comparison
The sections above provide an in-depth look at each platform’s capabilities, but here’s a quick summary of what Closely offers. When choosing an automation app, consider your specific needs, budget, and technical requirements. Each platform has its own strengths, whether you’re focused on multichannel prospecting, marketing management, or enterprise-level automation.
For LinkedIn and email outreach, Closely shines with its AI-driven personalization and multichannel prospecting features. The Starter plan is priced at $49/month, offering LinkedIn automation, multichannel campaigns, 1,000 monthly credits for data enrichment, and support for unlimited email accounts.
Here’s a quick overview of Closely’s key features and pricing:
| Platform | Starting Price | Best For | Core Features | CRM Integrations & API |
|---|---|---|---|---|
| Closely | $49/month | B2B prospecting & outreach | LinkedIn automation, AI personalization, multichannel campaigns | CRM integrations, webhooks, API |
Keep in mind that factors like implementation, training, integration costs, and compliance requirements can significantly impact the overall value – especially for U.S. businesses managing sensitive data. Elements such as scalability, integration capabilities, and total costs (including setup and training) should weigh heavily in your decision-making process.
Refer back to each platform’s section to find the one that aligns best with your workflow and goals.
Conclusion
Selecting the right workflow automation tool boils down to understanding your business needs, budget, and technical requirements. The 15 platforms discussed in this guide cater to a wide range of needs – from tools designed for targeted B2B prospecting to all-in-one marketing automation solutions.
For small businesses and startups, affordable platforms with core functionalities often work best. Mid-sized companies typically benefit from tools offering advanced segmentation and automation features. Larger enterprises, on the other hand, require systems that can handle scalability and support more intricate workflows.
When comparing options, prioritize integration capabilities, scalability, and total cost of ownership. Keep in mind that implementation costs can add up – setup fees, extra user licenses, and premium features often increase expenses over time. This makes a thorough evaluation essential, especially for teams focused on targeted outreach and maximizing ROI.
For B2B sales teams relying on LinkedIn and email outreach, specialized tools with AI-driven personalization and multichannel campaign management can deliver better results. Some platforms focus on ease of use with quick setup, while others offer robust customization options that may require technical expertise.
Ultimately, the best automation tool is the one your team can adopt and use effectively on a regular basis.
FAQs
How does Closely use AI-driven personalization to improve LinkedIn and email outreach campaigns?
Closely uses AI to bring a personal touch to your LinkedIn and email outreach campaigns, tailoring messages specifically for each prospect. By analyzing behaviors, preferences, and engagement patterns, the platform creates outreach messages that truly connect with recipients.
This strategy doesn’t just boost response rates – it helps you form meaningful connections with potential clients. Plus, with personalization handled automatically, you save time while maintaining communication that feels genuine and on-point.
How does Closely integrate with CRM systems to support sales teams?
Closely integrates smoothly with well-known CRM systems, making it easier for sales teams to sync and manage their data without hassle. These integrations simplify workflows by automating tasks such as lead tracking, follow-ups, and contact updates. The result? Less manual work and more time saved.
Connecting Closely to your CRM ensures your team always has up-to-date customer information at their fingertips. This real-time access supports more personalized outreach and smarter decision-making. With this setup, sales professionals can dedicate their energy to nurturing relationships and closing deals instead of getting bogged down by administrative work.
What should businesses consider when deciding if Closely is the right automation platform for their needs?
When deciding whether Closely aligns with your business needs, think about how seamlessly it works with your current tools and processes. Pay attention to features that can simplify your workflows, automate repetitive tasks, and reduce the time and effort your team spends on daily operations.
Some key aspects to evaluate include the platform’s ability to manage lead follow-ups, simplify client bookings, and centralize tasks like marketing, sales, and social media campaigns. Additionally, consider how Closely can boost your team’s efficiency and contribute to achieving your specific business objectives.