AI TOOL PROFILE

Closely: LinkedIn Automation and Lead Generation Tool

Closely helps sales teams and agencies automate prospecting workflows. It is designed for businesses that want to scale outbound outreach using a structured interaction style.

Pricing

Monthly plans start at $49 for the Starter tier, with Growth ($127/month) and Essential ($205/month) tiers. A white-label plan is available for $999/month. A 7-day free trial is available.

At a glance

Best for
Sales Teams, Marketing Agencies, B2B Company Founders, Recruiters
Key use cases
Automated Prospecting, Multichannel Outreach, CRM Lead Syncing, Agency Service Expansion
Integrations
Salesforce, HubSpot, Pipedrive, GoHighLevel
Visit Closely toolsClosely tools software interface screenshot

How AI is used

Closely is a sales automation tool designed to manage outreach on LinkedIn and via email from a single interface. It uses smart limits and timing to help maintain account safety during automated sequences.

The software is built for B2B sales teams, founders, and marketing agencies. It helps users generate personalized messages using AI and manage conversations in a unified inbox.

Beyond automation, the tool includes data enrichment features to find business emails and phone numbers from LinkedIn profiles. It also offers a white-label version for agencies to provide the service under their own branding.

Buyers should confirm how the automation limits align with their specific volume needs and verify that the CRM sync supports their existing sales pipeline workflow.

Key Features

  • AI-Powered Personalization

    Generates 1-to-1 outreach messages for DMs, InMails, and emails based on prospect profiles and company signals.

  • Multichannel Sequences

    Supports outreach workflows that combine LinkedIn connection requests and email steps.

  • Unified Inbox

    Centralizes LinkedIn DMs, InMails, and email replies into one view for team management.

  • Email and Phone Finder

    Enriches LinkedIn profiles with business emails and phone numbers with real-time verification.

  • Safety Smart Limits

    Applies delays and timing in automation to help protect LinkedIn accounts.

  • White-Label Platform

    Allows agencies to customize the domain, logo, and colors to provide the tool to clients under their own brand.

Use Cases

  • Automated Prospecting

    Sending automated LinkedIn connection requests and follow-up sequences to leads.

  • Multichannel Outreach

    Running campaigns that combine LinkedIn touchpoints with email outreach.

  • CRM Lead Syncing

    Exporting leads from LinkedIn Sales Navigator or post engagers into a CRM with enrichment.

  • Agency Service Expansion

    Offering LinkedIn automation as a branded service to clients via a white-label portal.

Integrations

  • Salesforce
  • HubSpot
  • Pipedrive
  • GoHighLevel

FAQ

What is Closely's pricing?

Monthly plans start at $49 for the Starter tier and go up to $205 for the Essential tier. Agencies can use a fixed-price white-label plan for $999/month.

Does Closely integrate with CRMs?

Yes, it integrates with HubSpot, Salesforce, Pipedrive, and GoHighLevel to sync messages and lead data.

Is there a free trial for Closely?

Yes, a 7-day free trial is available.

Can agencies rebrand the software?

Yes, Closely offers a white-label platform allowing agencies to use their own logo, colors, and custom domain.

Source category: Sales

Source subcategory: Lead Generation

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