Looking to save time and boost sales? Closely is an AI-powered tool designed to automate repetitive tasks like LinkedIn outreach, email campaigns, and lead research, freeing up to 10 hours per team member every week. It helps sales teams connect with three times more qualified leads and achieve a 45% increase in pipeline opportunities.
Key Highlights:
- LinkedIn Automation: AI creates personalized messages, automates engagement, and enriches contact profiles.
- Multichannel Campaigns: Coordinate outreach across LinkedIn and email with adaptive follow-ups.
- Team Management: Monitor performance, manage multiple accounts, and customize workflows.
- Analytics & Reporting: Track results, refine strategies, and improve efficiency.
- Pricing: Starts at $708 annually for individuals, with team plans beginning at $237/month for three users.
Closely simplifies sales workflows, improves engagement rates, and helps businesses focus on closing deals instead of manual tasks. However, some users report a learning curve, occasional technical glitches, and limited CRM integrations. For enterprises reliant on LinkedIn, it remains a strong option to streamline sales processes and improve results.
1. Closely
Closely is a sales force automation tool designed to help sales teams scale their outreach efforts while keeping interactions personal and authentic. By combining AI-powered intelligence with multichannel outreach, Closely redefines how professionals handle lead generation, engage with prospects, and manage campaigns.
AI-Powered LinkedIn Automation
Closely simplifies LinkedIn prospecting by automating the most time-consuming tasks. Its AI engine analyzes prospect profiles, gathers insights from websites, and extracts key business details, enabling the creation of personalized connection requests and follow-up messages that feel tailored to each recipient.
But it doesn’t stop there. The platform also mimics natural LinkedIn interactions by liking posts, engaging with content, and timing outreach appropriately. Meanwhile, its Sales AI Agents handle lead research and qualification, giving sales representatives more time to focus on meaningful conversations.
Closely’s data enrichment tools instantly enhance contact profiles by adding verified business emails and direct phone numbers, eliminating the need for manual research. Sales teams using Closely report connecting with three times more qualified decision-makers compared to traditional prospecting methods [2].
This streamlined approach to LinkedIn prospecting lays the groundwork for Closely’s broader multichannel outreach capabilities.
Multichannel Campaigns and Lead Generation
Closely’s multichannel strategy allows sales teams to run coordinated campaigns across both LinkedIn and email. This ensures consistent messaging across platforms, improving the chances of engagement. Campaign sequences adapt automatically based on how prospects respond, with follow-up timing and content adjusted to match their engagement patterns.
The platform’s lead scoring system identifies and prioritizes the most promising prospects by analyzing their engagement levels and profile details. Additionally, its web research tools gather company-specific information that can be seamlessly integrated into outreach messages, making interactions more relevant and impactful.
To keep the process efficient, Closely consolidates all prospect replies into a unified inbox, allowing sales teams to respond faster and manage the entire sales journey – from initial contact to closing the deal – in one place.
Team Management and Customization
Running multichannel campaigns requires careful coordination, and Closely provides the tools to make it happen. Team management features give managers full visibility into campaign performance and team productivity. They can monitor progress, identify bottlenecks, and ensure everything runs smoothly.
The platform supports multiple LinkedIn accounts per user, making it easy to segment outreach by industry, role, or geographic location. For agencies and larger organizations, white-label options allow them to customize the platform’s branding, ensuring a consistent look and feel during client interactions.
Closely also integrates seamlessly with existing sales systems through CRM integrations and webhooks, keeping all prospect data and interaction history up to date across platforms.
Advanced Analytics and Reporting
Closely’s analytics dashboard delivers actionable insights to help sales teams refine their strategies. Managers can track key performance indicators, identify the most effective message templates, and adjust campaigns based on real-world results. Detailed reporting breaks down performance by channel, campaign type, and individual team members, enabling smarter, data-driven decisions.
To support enterprise clients, Closely offers 24/7 chat support and access to dedicated customer success managers. This ensures that larger organizations implementing sales automation across multiple teams get the guidance they need to maximize the platform’s potential.
Finally, Closely’s credit-based pricing model offers flexibility, allowing businesses to allocate credits toward specific activities like email sending, phone number lookups, or AI-driven personalization. This approach ensures enterprises can scale their outreach efforts in a way that fits their unique needs.
Pros and Cons
Closely has proven its ability to drive results, particularly in enterprise sales, but it’s not without its challenges. Users have reported impressive metrics, including a 45% increase in pipeline opportunities and up to 25% higher closing rates. Dean Gonzalez, a Communication Coach, shared his experience after a month of using the platform:
"I have been using it for about a month now, and I have noticed that my close rate has increased by 25%. I am able to focus on building my list instead of doing the tedious task of emailing people." [3]
These results highlight the platform’s potential while also opening the door to a discussion about its strengths and limitations. One of Closely’s standout features is its intuitive design, which makes it accessible even for team members without technical expertise.
However, while the platform delivers strong performance, some of its advanced features come with a learning curve. Users have also reported occasional technical glitches and the risk of LinkedIn account restrictions, even though Closely has built-in safety measures to mitigate this [4]. Here’s a closer look at its advantages and disadvantages:
| Advantages | Disadvantages |
|---|---|
| Proven Results: 45% more pipeline opportunities and up to 25% higher closing rates | Learning Curve: Advanced features require time to master |
| User-Friendly Interface: Easy for non-technical users to navigate | LinkedIn Risk: Possible account warnings or restrictions despite safety protocols |
| Time Savings: Frees up to 10 hours per team member weekly by automating manual tasks | Incomplete CRM Integrations: Some key integrations, like Salesforce and Pipedrive, are still unavailable |
| High User Ratings: Scores 9.1/10 on TrustRadius and a 9.0 recommendation rating | Pricing Structure: Requires high upfront annual payments and minimum seat commitments |
| Comprehensive Support: 24/7 chat and dedicated customer success managers | Mixed Support Quality: Some users report billing or technical support issues |
The pricing model is another critical factor. The Solo Plan requires an upfront annual payment of $708, with no monthly payment option. For teams, the pricing starts at $237 per month for three seats, or $87 per seat per month if billed annually [4].
While Closely integrates with many popular CRM systems, some connections – like those with Salesforce and Pipedrive – are still in development [4]. This can be a drawback for organizations relying heavily on those tools.
Despite its challenges, Closely’s impressive performance metrics and ability to save teams up to 10 hours per week on manual prospecting [1] make it a strong choice for businesses looking to scale their outreach. For teams willing to navigate the initial complexities, the platform offers a robust solution for streamlining enterprise sales efforts.
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Conclusion
Closely is a sales force automation platform designed to deliver measurable results for enterprises in the U.S. Its features drive a 45% increase in pipeline opportunities [1] and boost win rates by 22% [6], showcasing its ability to transform sales operations on a large scale. By combining LinkedIn automation, multichannel campaigns, and AI-driven personalization, Closely simplifies workflows and eliminates the inefficiencies of manual prospecting.
For U.S.-based enterprises, Closely’s focus on LinkedIn outreach is a game-changer [6]. The platform’s multichannel capabilities help users achieve 70% higher engagement rates [5] while maintaining compliance with LinkedIn’s policies. Additionally, its native CRM integrations consolidate touchpoints, reducing data silos and streamlining operations. These features collectively drive impressive engagement metrics, paving the way for a strong return on investment.
Pricing is tailored to team size, with custom plans available for larger enterprises. While advanced features may require a steeper learning curve and come with higher upfront costs, Closely reduces the time from prospecting to demo by 50% [6], making it an attractive option for growth-oriented organizations. This time efficiency, combined with its performance gains, underscores its value.
Enterprises that rely heavily on LinkedIn for prospecting will find Closely particularly beneficial. It’s ideal for companies ready to train their teams on advanced tools and commit to a robust annual pricing model. Businesses already using CRMs like Salesforce, HubSpot, or Pipedrive will appreciate its seamless integration capabilities, which enhance workflows and maximize efficiency.
With its automation tools, strong support, and positive feedback from users, Closely stands out as a dependable choice for AI-powered sales automation. For organizations focused on speed, efficiency, and measurable outcomes, Closely provides the enterprise-grade tools needed to stay competitive in today’s fast-paced B2B market. These features firmly establish its role in modernizing enterprise sales strategies.
FAQs
How does Closely stay compliant with LinkedIn’s rules while automating outreach?
Closely aligns with LinkedIn’s policies by leveraging AI-powered personalization and ethical automation techniques. This approach ensures that outreach feels genuine, stays relevant, and respects the platform’s guidelines.
It also includes features like data enrichment to enhance the quality of interactions and GDPR compliance to safeguard user privacy. By steering clear of spam-like practices and focusing on building trust, Closely upholds a professional and compliant standard for sales automation.
How easy is it for new users to start using Closely’s advanced features?
New users might need a bit of time to get comfortable with Closely’s advanced features, particularly when working on intricate campaigns or setting up automations. That said, the platform is built with ease of use in mind, offering straightforward tools and resources to help users get started smoothly.
If LinkedIn automation or multichannel outreach is new territory, there could be a learning curve. But Closely offers plenty of guidance and support to help users make the most of its features and simplify their sales workflows effectively.
What pricing plans does Closely offer, and how can they accommodate different team sizes?
Closely offers subscription options that cater to teams of different sizes and requirements.
- The Starter plan is available for $49 per month, providing access to 1 LinkedIn account and unlimited email accounts.
- For teams looking to expand, the Growth plan costs $127 per month and includes up to 3 LinkedIn accounts, along with extra outreach credits.
- Larger teams can choose the Essential plan at $205 per month, which supports up to 5 LinkedIn accounts and offers even more outreach credits.
These plans are designed to help businesses of all sizes achieve their sales and outreach objectives effectively.