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Closely: Sales software

Closely is an outreach tool that automates personalized message sequences across LinkedIn and email.

What is Closely?

Closely is a sales engagement and outreach automation platform designed for multi-channel prospecting across LinkedIn and email. The platform automates manual outreach tasks including prospect research, contact qualification, lead enrichment, and message delivery. By combining data enrichment with artificial intelligence, it helps outreach teams locate verified business contact details and generate tailored communications for outreach campaigns.

To protect user accounts, Closely uses safety mechanisms during LinkedIn automation. The software mimics real human behavior by applying randomized delays, smart operational limits, and natural timing between actions. Campaigns can be configured into structured sequences that include automated profile visits, connection invitations, and follow-up messages. If a prospect replies to an outreach message, the system automatically pauses further automated follow-ups for that contact.

The platform features a multi-channel sequence builder that allows sales representatives to blend email and LinkedIn actions into unified outreach flows. A single centralized inbox aggregates incoming LinkedIn direct messages, InMails, and email responses into one interface. To streamline team collaboration, the inbox provides conversation assignment tools, status tags, customizable response templates, and presence indicators to prevent multiple representatives from messaging the same prospect simultaneously.

Closely includes an AI-driven message generator that pulls contextual data from candidate or prospect profiles and company signals. This context is used to generate personalized messages across direct messages, InMails, and emails. Outreach teams can review generated content manually, insert dynamic variables, and execute A/B split tests on message variations. Detailed analytics monitor sequence metrics such as connection acceptance rates, reply volume, meeting counts, and pipeline attribution.

Deep integrations with major CRM systems keep customer databases updated automatically. Closely syncs message histories, connection events, notes, and enriched contact fields to contact and deal timelines in platforms such as HubSpot, Salesforce, Pipedrive, and GoHighLevel. This direct sync helps maintain clean contact records, prevents duplicate entries, and allows users to communicate with LinkedIn contacts without leaving their CRM.

Main category
Sales
Also listed in
Marketing
Official website
closelyhq.com
Status
Not yet published

Closely use cases

Automated Lead Qualification and Sales Prospecting

Sales representatives can set up automated prospecting workflows to conduct background research, enrich contact records, and pre-qualify potential buyers. By automating routine connection requests, profile visits, and follow-up emails, account executives spend less time on manual prospecting tasks and focus their efforts on closing active deals and reaching performance targets.

Agency Multi-Client Outreach Scaling

Lead generation agencies can utilize Closely to manage multi-channel outreach strategies for multiple clients simultaneously. Using automated data verification, account safety limits, and AI-driven personalization, agencies can source contact details, deploy structured LinkedIn and email campaigns at scale, and deliver verified leads to client pipelines while maintaining account health.

Candidate Sourcing for Talent Acquisition

Recruiting and talent sourcing teams can streamline hiring processes by automating candidate outreach on LinkedIn. The platform enables recruiters to automatically view candidate profiles, send customized connection requests, and dispatch follow-up InMails. By accelerating initial candidate contact, talent teams can engage top job applicants faster.

CRM Synchronization and Contact Enrichment

Organizations looking to clean up sales data can connect Closely to their primary CRM. As new connections are made or messages are exchanged on LinkedIn, the system automatically logs interaction history and updates contact timelines in HubSpot, Salesforce, or Pipedrive with verified job titles, business emails, and direct phone numbers.

Converting Content Engagement into Sales Leads

Marketing and sales teams can capture potential leads who engage with specific LinkedIn posts. Closely allows users to bulk import individuals who like or comment on content directly into CRM pipelines as qualified prospects, enabling targeted follow-up messaging based on demonstrated topic interest.

Multi-Channel Sequence Testing and Optimization

Campaign managers can design outreach workflows that combine LinkedIn connection attempts with strategic email follow-ups. Built-in analytics and A/B testing features allow teams to measure message performance, compare representative metrics, and refine copy to improve reply rates across channels.

Alternatives to Closely

Other tools in Sales, listed A–Z. No vendor pays to appear here.

CloudTaskCloudTask is a staffing platform that connects businesses with vetted professionals located across Latin America. It helps companies recruit, onboard, and pay remote staff in roles such as software engineering, customer support, sales, and operations. Clutch CognismCognism is a B2B sales intelligence platform that provides phone-verified contact details, company intent signals, and CRM data enrichment. It helps sales and marketing teams identify target decision-makers, update contact records, and improve outreach accuracy. CrankWheelCrankWheel is a screen-sharing application that allows presenters to display their screen to clients on any desktop or mobile device without requiring downloads. It is used by inside sales representatives and telesales agents to conduct visual product demonstrations. Customer.ioCustomer.io is a customer engagement platform that automates messaging across email, SMS, push notifications, and in-app channels. Businesses use it to build data-driven campaigns, segment audiences, and personalize customer communication. DataboxDatabox is an analytics platform that unifies business performance data, metrics, and automated workflows in one interface. It is built for teams and agencies to track metrics, generate automated reports, and analyze performance insights. DiginiusDiginius is a digital marketing and pay-per-click management platform that unifies campaign analytics and performance data across multiple advertising channels. It is designed for marketing agencies to track client performance, optimize ad spending, and monitor search engine optimization metrics. DistanceDistance is a customer communication platform that uses automated agents to manage incoming calls, text messages, and web chats. It helps growing businesses qualify leads, answer customer inquiries around the clock, create support tickets, and schedule appointments.

Closely FAQs

How does Closely keep LinkedIn accounts safe during automation?

Closely runs automated sequences that mimic natural human timing and behavior. It incorporates randomized delays, human-like execution pacing, and smart operational limits to prevent suspicious activity patterns. Furthermore, automated follow-up sequences automatically pause for any prospect who sends a response, preventing redundant messaging.

What features are included in Closely's unified inbox?

The unified inbox centralizes LinkedIn direct messages, InMails, and email responses into a single view. Teams can manage incoming communications using custom tags, saved message templates, and team member assignments. It also includes teammate collision detection, which alerts users when another representative is viewing or responding to a prospect.

How does Closely handle email and phone number enrichment?

Closely searches LinkedIn profiles to locate verified business email addresses and direct phone numbers. Before adding data to contact records or CRM systems, the platform executes real-time verification checks to reduce email bounce rates. All enrichment processes operate in alignment with GDPR and CCPA privacy requirements.

Which CRM platforms integrate with Closely?

Closely integrates directly with HubSpot, Salesforce, Pipedrive, and GoHighLevel. These integrations auto-log connection requests, InMails, messages, and notes to contact timelines, allow direct messaging from within CRM deal pages, and permit bulk imports from LinkedIn Sales Navigator and post engagement lists.

Can Closely generate personalized outreach messages using AI?

Yes, Closely uses artificial intelligence to analyze prospect profiles and organizational data signals. It leverages this context to generate custom 1-to-1 outreach copy for LinkedIn direct messages, InMails, and email sequences. Users can include dynamic variables, conduct manual pre-send reviews, and run A/B copy tests.

How does the HubSpot integration work with Closely?

The HubSpot integration allows users to export enriched LinkedIn leads with one click and log all LinkedIn messages and connection activities to HubSpot timelines. Users can reply to leads directly from HubSpot contact records, automatically sync expanded networks, and enrol CRM leads into Closely outreach campaigns via HubSpot Workflows.

Is it possible to capture leads from LinkedIn post engagements?

Yes, Closely supports importing contacts who interact with specific LinkedIn content. Sales teams can capture profiles of users who like or comment on a post and automatically import them into connected CRM databases, such as Pipedrive or Salesforce, as pre-qualified leads for follow-up outreach.

What analytics and performance metrics does Closely track?

Closely tracks metrics across outreach campaigns, sequences, and team members. It measures connection acceptance rates, response rates for direct messages and InMails, scheduled meetings, and sourced sales pipeline. It also enables copy performance comparisons through built-in A/B split testing.

Does Closely support bulk lead imports from LinkedIn Sales Navigator?

Yes, Closely permits bulk importing of prospect lists directly from LinkedIn Sales Navigator into CRM systems like Salesforce and Pipedrive. During the import process, prospect details are enriched with verified business email addresses, job titles, direct telephone numbers, and company information.

How is pricing structured for Closely?

Pricing is structured around monthly or annual subscriptions. Available plans provide specific monthly allocations for verified email and direct phone lookup credits. Bundled subscription options allow businesses to combine sender accounts together with data enrichment credits.

Who uses Closely?

Closely is designed for professionals and teams involved in outbound sales, recruiting, and business development. It caters to individual sales representatives, sales management teams, lead generation agencies, marketing managers, talent acquisition recruiters, and growing businesses looking to automate prospecting workflows.

  • Sales Representatives & Account Executives
  • Sales Directors & Team Leaders
  • Lead Generation Agencies
  • Marketing & Campaign Managers
  • Recruiters & Talent Sourcing Specialists
  • Growing Businesses

Closely pros and cons

Until real users review Closely, this tab shows what the vendor highlights and the points worth checking — never invented opinions.

What Closely highlights

  • Employs safe automation patterns with randomized delays and smart execution limits to protect LinkedIn accounts.
  • Centralizes LinkedIn DMs, InMails, and email responses within a single unified inbox with collision avoidance features.
  • Enriches contacts with verified business emails and direct phone numbers compliant with GDPR and CCPA standards.
  • Provides direct bi-directional synchronization with major CRM platforms including HubSpot, Salesforce, Pipedrive, and GoHighLevel.
  • Supports AI-generated personalized messaging based on real-time profile and company data extraction.

Points to check before choosing

  • The vendor website does not explicitly specify exact daily upper bounds for LinkedIn actions.
  • Details regarding supported third-party email account providers or inbox connection protocols are not listed on the website.
  • Information about a free trial or permanent free tier is not stated on the website.
  • The website does not list specific data residency regions or data storage locations.

Closely features

Human-like LinkedIn Automation

Executes LinkedIn connection requests, profile views, and follow-up messages using artificial delays, human timing patterns, and operational limits to keep accounts safe while automating outreach routines.

Unified Communication Inbox

Consolidates LinkedIn direct messages, InMails, and email replies into a shared workspace featuring team presence indicators, response templates, custom tags, and conversation assignment controls.

AI Content Personalization

Analyzes candidate or prospect profile details and company signals to draft tailored copy for LinkedIn messages, InMails, and emails, supporting dynamic variables and manual review options.

Contact Data Enrichment

Discovers verified business email addresses and direct telephone numbers from LinkedIn profiles, utilizing real-time verification checks to reduce email bounce rates in alignment with GDPR and CCPA rules.

Multi-Channel Campaign Sequences

Constructs combined outreach flows featuring LinkedIn actions alongside email delivery steps, featuring auto-pause functionality that halts automated messages as soon as a prospect replies.

Outreach Analytics and Reporting

Tracks performance metrics across teams, campaigns, and individual reps, providing visibility into connection acceptance, message response rates, meetings scheduled, and pipeline generated.

Message A/B Testing

Enables sales teams to test multiple variations of outreach copy across email and LinkedIn messages to identify high-performing messaging variations and improve overall engagement rates.

HubSpot Integration

Automatically logs connection events and messages to HubSpot timelines, enables in-app messaging from deal pages, enriches contact details, and triggers outreach sequences directly from HubSpot Workflows.

Pipedrive Integration

Syncs LinkedIn interactions to Pipedrive timelines, allows direct messaging inside Pipedrive, and bulk imports contacts from LinkedIn post engagements or Sales Navigator search lists.

Salesforce Integration

Syncs outreach activities, notes, and messages into Salesforce timelines, supporting bulk lead imports from Sales Navigator and automated logging of expanding network connections.

Post Engagement Lead Capture

Extracts prospect information from users who like or comment on specific LinkedIn posts and imports those engagers into CRM contacts and deals for secondary outreach.

Sales Navigator Lead Import

Permits bulk extraction and data enrichment of lead lists directly from LinkedIn Sales Navigator into connected CRM systems and campaign sequences.

Closely pricing

We don't publish prices: they change often and differ by country. Check current plans on Closely's own pricing page.

Closely structures its pricing into recurring subscription plans available on monthly or annual payment schedules. Tiers are defined by feature access and specific credit allocations for verified emails and direct phone lookups. The vendor also offers options that bundle sender accounts together with data credits.

Free plan
Not stated on the site
Free trial
Not stated on the site

See Closely pricing

Closely integrations

Closely offers direct integrations with popular customer relationship management software and automated workflow platforms. These connections enable continuous data synchronization, activity logging, and campaign enrolment from within external business tools.

  • HubSpot
  • Salesforce
  • Pipedrive
  • GoHighLevel
  • LinkedIn
  • LinkedIn Sales Navigator

Closely support

Closely provides online support resources, including a dedicated web page for frequently asked questions. Educational articles and platform updates are published across Medium and Blogger channels.

  • Frequently Asked Questions Page
  • Medium Articles
  • Blogger Articles

Closely reviews

We don't show a rating for Closely until at least 10 real users have reviewed it — so far, 0 of 10. Reviews are read and approved by hand; none are identity-verified, but none are bought or invented either.

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This page was written with AI from 4 pages of closelyhq.com's own website (read on Sep 15, 2026) and checked automatically: no copied wording, no prices, and no figure that isn't on the vendor's site. Nobody on our team has tested Closely.

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