Closely

Closely is a cloud-powered platform that revolutionizes B2B sales prospecting. It automates personalized LinkedIn outreach, integrates multichannel email campaigns, and syncs seamlessly with major CRMs to generate qualified leads safely and efficiently.

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Introduction

What is Closely?

Closely serves as a unified platform for LinkedIn lead engagement and automation, crafted to optimize sales prospecting and outreach workflows. Initially starting as a bot for LinkedIn outreach, it has matured into a full-featured system that handles repetitive sales activities, oversees LinkedIn networking, and enables integrated campaigns across LinkedIn and email. The platform connects directly with leading CRM software and provides an extensive B2B contact directory, sophisticated analytics, and tools for team coordination. It emphasizes security through capabilities like account warm-up to replicate organic user activity and a cloud-based infrastructure to maintain compliance.

Key Features:

• LinkedIn Automation & Multichannel Campaigns: Execute automated, customized LinkedIn connection invites and subsequent messages, while blending with email outreach for powerful, multi-touchpoint campaigns.

• CRM & Third-Party Integrations: Enjoy smooth, native connections with top CRM systems including HubSpot, Salesforce, Pipedrive, and Zoho to consolidate and streamline sales processes.

• Extensive B2B Contact Database: Tap into a vast repository of over 130 million business profiles, complete with integrated email validation and the ability to extract data from LinkedIn profiles.

• Team Management & White Labeling: Oversee numerous team members with flexible permission settings, and provide customized, white-labeled versions of the platform for agencies and larger teams.

• Sophisticated Analytics & Reporting: Gain deep insights with comprehensive campaign metrics and engagement tracking, supported by customizable reports to refine and enhance outreach strategies.

• Safety & Compliance Protocols: Operate securely from the cloud with LinkedIn account warm-up features designed to emulate human interaction, ensuring adherence to LinkedIn's terms and GDPR regulations.

Use Cases:

• B2B Lead Generation: Empower sales and marketing professionals to automate prospecting on LinkedIn and via email, efficiently building a pipeline of qualified leads.

• Sales Outreach Automation: Automate tailored message sequences and follow-up actions to cultivate potential clients and speed up the sales cycle.

• CRM Data Enrichment: Augment existing CRM entries with accurate contact details and LinkedIn information to refine audience targeting and segmentation.

• Agency Campaign Management: Enable marketing agencies to handle campaigns for multiple clients from a single dashboard, applying custom branding and producing unified reports.

• Team Collaboration: Facilitate coordinated outreach across sales teams through role-specific access controls and a shared system for managing communications.