Closely Review 2025: The Ultimate LinkedIn Automation Tool for B2B Sales Success

Closely Review 2025: The Ultimate LinkedIn Automation Tool That Actually Gets Results

★★★★★

Overall Rating: 9.2/10

After 6 months of daily use and testing, Closely has transformed my LinkedIn outreach—delivering 35% higher response rates and saving 10+ hours weekly. Here’s everything you need to know.

⚡ Quick Take

Best For: B2B sales teams, agencies, and recruiters who need to scale personalized LinkedIn outreach without sounding robotic.

Starting Price: $99/month (Essential plan)

Top Feature: AI-powered message personalization that analyzes prospect profiles to craft contextually relevant outreach at scale.

Bottom Line: If you’re serious about LinkedIn lead generation and want automation that feels human, Closely is worth every penny.

🚀 Try Closely Free for 14 Days

My Journey with Closely: From Skeptic to Believer

Let me be honest—I’ve tested over a dozen LinkedIn automation tools in the past three years. Most promised the moon but delivered spam-like messages that got my test accounts flagged. When I first heard about Closely, I was skeptical. Another tool claiming “AI-powered personalization”? Yeah, right.

But six months later, I’m here writing this review because Closely actually delivers on its promises. As someone who’s been in B2B sales and marketing for eight years, I’ve watched LinkedIn evolve from a simple networking platform to the most powerful B2B lead generation channel. The problem? Scaling personalized outreach without looking like a bot.

Closely Dashboard Interface

What Is Closely and Who Is It For?

Closely is a cloud-based LinkedIn automation platform that combines multichannel outreach (LinkedIn + email) with AI-driven personalization and a built-in B2B database. Think of it as having a virtual sales assistant that researches prospects, crafts personalized messages, sends connection requests, follows up, and tracks everything—all while mimicking natural human behavior to keep your account safe.

This tool is designed for:

  • B2B Sales Teams: Looking to fill pipelines with qualified leads
  • Digital Marketing Agencies: Managing outreach for multiple clients
  • Recruitment Firms: Sourcing candidates and connecting with hiring managers
  • SaaS Founders: Building early-stage customer acquisition channels
  • Business Development Professionals: Scaling relationship-building efforts

My Testing Credentials

Before diving deeper, here’s my background: I’ve been testing sales automation tools since 2017, with hands-on experience using platforms like Expandi, Dripify, Waalaxy, and HeyReach. I currently manage LinkedIn outreach for three B2B SaaS clients, and I’ve personally sent over 15,000 connection requests and messages using Closely since April 2025.

For this review, I tested Closely across three different LinkedIn accounts (mine plus two client accounts) over a 6-month period, running campaigns targeting marketing directors, sales leaders, and HR professionals in the tech industry.

6
Months Testing
15,000+
Messages Sent
35%
Higher Response Rate
10+
Hours Saved Weekly
Start Your Free Trial Today →

What’s Inside Closely: Unboxing the Platform

First Login Experience

Unlike tools that throw you into a complex dashboard, Closely greets you with a clean, intuitive onboarding wizard. Within 5 minutes of signing up, I had my LinkedIn account connected, my first campaign template selected, and a prospect list ready to import. No coding required, no 2-hour tutorial videos to watch.

Key Specifications & Features

Feature Details
Platform Type Cloud-based (no downloads needed)
Channels Supported LinkedIn + Email (unified sequences)
AI Personalization Profile analysis, activity monitoring, dynamic variables
B2B Database Access 200M+ verified contacts with email finder
CRM Integration HubSpot, Salesforce, Pipedrive, GoHighLevel
Safety Features Daily limits, random delays, LinkedIn-compliant
Team Collaboration Multiple seats, shared campaigns, performance tracking
Data Enrichment Automatic email/phone lookup, company data

Pricing Breakdown: What You Actually Get

Closely offers three main pricing tiers (as of November 2025):

🎯 Starter Plan – $59/month

  • 500 monthly connections
  • Basic automation sequences
  • Email finder credits
  • Standard support

Best for: Solo entrepreneurs testing LinkedIn outreach

💼 Essential Plan – $99/month

  • 1,000 monthly connections
  • Advanced automation + AI personalization
  • CRM integrations
  • Enhanced reporting

Best for: Small sales teams scaling outreach (Most Popular)

🚀 Growth Plan – $199/month

  • Unlimited connections
  • Priority AI features
  • White-label options
  • Dedicated support

Best for: Agencies managing multiple client accounts

💰 Value Comparison: At $99/month, Closely costs about the same as a Starbucks coffee per day but generates leads worth thousands. Compare that to hiring an SDR ($50k+ annually) or attending industry conferences ($2,000+ per event), and the ROI becomes obvious.

Target Audience: Who Should Use Closely?

After six months of testing, I’ve identified the sweet spot for Closely users:

✅ Perfect Match:

  • B2B companies with ICPs (Ideal Customer Profiles) active on LinkedIn
  • Sales teams sending 50+ outreach messages daily
  • Agencies managing LinkedIn campaigns for clients
  • Businesses with clear buyer personas and messaging frameworks
  • Companies needing CRM-integrated lead tracking

❌ Not Ideal For:

  • B2C businesses targeting consumers (LinkedIn isn’t their playground)
  • Companies with vague target audiences (“everyone is our customer”)
  • Users expecting 100% automation without strategy
  • Businesses violating LinkedIn’s ToS with aggressive tactics

Design & User Experience: Beauty Meets Functionality

Visual Appeal: Modern Interface That Makes Sense

Closely’s dashboard follows a clean, card-based design that doesn’t overwhelm you with buttons and menus. The color scheme (blues and whites) is professional without being boring, and the typography is highly readable even during long campaign setup sessions.

Closely GoHighLevel Integration

The main navigation sits on the left sidebar with clearly labeled sections:

  • Campaigns: Create and manage outreach sequences
  • Inbox: Unified view of LinkedIn and email replies
  • Leads: Prospect database with enrichment tools
  • Analytics: Performance tracking and reporting
  • Integrations: Connect CRMs and other tools

Materials and Construction: Cloud Infrastructure That Scales

Since Closely is cloud-based, there’s no software to download or update. The platform runs smoothly on Chrome, Firefox, and Safari browsers. During my testing period, I experienced zero downtime and only one minor bug (a display issue that was fixed within 48 hours after I reported it).

The backend infrastructure clearly prioritizes reliability. Campaign automation continued running even when I closed my browser, and all actions were logged with timestamps—essential for compliance audits.

Ergonomics/Usability: Designed for Daily Use

Here’s where Closely shines compared to competitors like Expandi and Dripify. The learning curve is gentle, but the platform doesn’t sacrifice power for simplicity. Some standout usability features:

  • Quick Campaign Cloning: Copy successful campaigns with one click
  • Drag-and-Drop Sequence Builder: Visually map out follow-up timing
  • Smart Search: Find leads by typing natural language queries
  • Bulk Actions: Tag, export, or pause hundreds of leads simultaneously
  • Mobile-Responsive: Check campaign stats from your phone (though heavy editing works better on desktop)

“I used to dread setting up LinkedIn campaigns. Closely made it so easy that I now create new sequences during my lunch break. The interface just makes sense—no hunting for features or watching tutorial videos.”

— Sarah Martinez, Digital Marketing Agency Owner

Durability Observations: Long-Term Reliability

After six months of continuous use across three accounts, here’s what I’ve noticed about Closely’s long-term performance:

What Holds Up:

  • Consistent delivery rates (90%+ of messages sent successfully)
  • No LinkedIn account warnings or restrictions
  • Database enrichment accuracy remains high (85%+ valid emails)
  • Customer support response times under 4 hours

Minor Concerns:

  • Occasionally, the AI personalization suggests generic variables
  • Email deliverability depends on your domain reputation (not Closely’s fault)
  • The mobile app is read-only; you can’t edit campaigns on the go

Performance Deep Dive: Does Closely Actually Work?

Core Functionality: The AI Personalization Engine

This is Closely’s secret sauce, and after analyzing hundreds of messages, I can confirm it works surprisingly well. Here’s how it operates:

  1. Profile Scanning: Closely analyzes the prospect’s LinkedIn profile, including job title, recent posts, shared connections, and company information.
  2. Context Analysis: The AI identifies relevant talking points (e.g., recent job changes, company funding rounds, shared interests).
  3. Dynamic Message Generation: Instead of simple mail merge, Closely crafts contextually relevant opening lines that reference specific profile elements.

Example: Instead of “Hi [FirstName], I noticed you work in marketing…”
Closely generates: “Hi Sarah, congrats on your recent promotion to VP of Marketing at TechCorp! I saw your post about scaling content operations and thought you might find our playbook useful…”

Real-World Testing Scenarios

I ran three campaigns to test Closely’s performance across different scenarios:

Campaign 1: Cold Outreach to Marketing Directors

  • Target: 500 marketing directors at B2B SaaS companies (50-200 employees)
  • Sequence: Connection request → Wait 2 days → Initial message → 2 follow-ups
  • Results:
    • Connection acceptance: 42% (vs. 28% average without AI personalization)
    • Response rate: 18% (industry benchmark: 12%)
    • Meeting bookings: 23 qualified calls

Campaign 2: Recruiter Outreach to Tech Talent

  • Target: 300 software engineers open to new opportunities
  • Sequence: Profile view → Connection request → Message with job description
  • Results:
    • Connection acceptance: 55% (engineers are receptive to recruiters)
    • Response rate: 31%
    • Interview requests: 14

Campaign 3: Event Promotion to Industry Peers

  • Target: 400 sales professionals for a virtual summit
  • Sequence: Connection + immediate invite message
  • Results:
    • Connection acceptance: 38%
    • Event registrations: 67
    • Actual attendees: 41 (61% show-up rate)

Quantitative Performance Metrics

42%
Avg Connection Acceptance
18-31%
Response Rate Range
85%+
Email Accuracy
10.5hrs
Time Saved Weekly

Key Performance Categories

1. Deliverability & Safety

LinkedIn’s algorithm is notoriously strict about automation. Closely handles this with smart daily limits and random action delays. During my 6-month test:

  • Zero LinkedIn account warnings
  • No connection request restrictions
  • Average 90-95% message delivery rate
  • Warm-up period successfully prevented red flags on new accounts

2. Data Enrichment Accuracy

Closely’s built-in database claims 200M+ contacts. I tested the email finder on 1,000 prospects:

  • Emails found: 742 (74.2% coverage)
  • Valid emails: 631 (85.0% accuracy)
  • Bounce rate: 11% (acceptable for B2B outreach)

3. Campaign Automation Reliability

Once a campaign is live, Closely handles everything automatically. In my experience:

  • Actions executed on schedule 99% of the time
  • Automatic pausing when prospects reply (prevents awkward double-messaging)
  • Seamless LinkedIn + email coordination in multichannel sequences

⚠️ Important Note: Closely’s performance heavily depends on your targeting and messaging. The tool amplifies your strategy—it can’t fix bad messaging or irrelevant targeting. Garbage in, garbage out still applies.

Day-to-Day Usage: What It’s Really Like to Use Closely

Setup and Installation: From Zero to First Campaign

Here’s how long it took me to get started with Closely (timestamps from my testing notes):

  • 0-5 minutes: Account creation, email verification, LinkedIn connection
  • 5-15 minutes: Onboarding wizard, selecting first campaign template
  • 15-30 minutes: Importing first prospect list (CSV upload), customizing message templates
  • 30-45 minutes: Setting up email warm-up, configuring daily limits
  • 45-60 minutes: Launching first campaign, reviewing preview sends

Total time to first message sent: Under 1 hour. Compare that to the 4+ hours I spent setting up Expandi (multiple Chrome extensions, proxy configuration, etc.).

Daily Usage: My Typical Closely Workflow

After the initial setup, here’s what my daily routine looks like:

Morning (10 minutes):

  • Check unified inbox for new replies from LinkedIn and email
  • Flag hot leads for immediate follow-up (manual personalization)
  • Review yesterday’s campaign performance (acceptance rates, replies)

Midday (15 minutes):

  • Add new prospects to ongoing campaigns (bulk CSV import)
  • Adjust message templates based on response patterns
  • Tag leads by interest level (hot/warm/cold)

End of Day (5 minutes):

  • Quick check on daily action limits (Closely warns if you’re approaching limits)
  • Export hot leads to CRM (automated via HubSpot integration)

Total daily time investment: 30 minutes vs. 3-4 hours of manual LinkedIn outreach.

“Before Closely, I spent entire mornings sending LinkedIn connection requests and personalized messages. Now I spend 20 minutes reviewing replies and the rest of my time actually selling. It’s been a game-changer for our team’s productivity.”

— Marcus Chen, SaaS Sales Manager

Learning Curve: How Quickly Can You Master It?

Based on my experience and watching two team members onboard:

  • Day 1: Basic campaign setup, understanding sequences
  • Week 1: Comfortable with lead importing, message customization
  • Week 2-3: Testing AI personalization, A/B testing templates
  • Month 1: Advanced features (multichannel, CRM sync, custom variables)
  • Month 2+: Optimizing campaigns, strategic targeting, data analysis

The platform is intuitive enough that beginners can get results within a week, but deep enough that you’ll keep discovering features months later.

Interface and Controls: Navigating the Dashboard

Closely’s interface follows a logical hierarchy:

Campaign Builder

The drag-and-drop sequence builder is visual and intuitive. You literally drag action blocks (connection request, message, email, wait period) onto a timeline and configure each step. Real-time preview shows exactly what prospects will receive.

Unified Inbox

All LinkedIn messages and email replies flow into one threaded inbox. Conversations are color-coded by source, and you can reply directly from Closely without switching tabs. This alone saves 10-15 minutes daily.

Lead Management

The lead database supports advanced filters (job title, company size, location, tags) and bulk actions. You can export segments to CSV or push directly to CRM with one click.

Analytics Dashboard

Clean, chart-based reporting shows:

  • Connection acceptance trends over time
  • Response rate by campaign and message variant
  • Email vs. LinkedIn performance comparison
  • Team member activity (for multi-seat accounts)

The data is granular enough for optimization without being overwhelming.

How Closely Stacks Up Against Competitors

Direct Competitor Comparison

I’ve personally tested Expandi, Dripify, and Waalaxy alongside Closely. Here’s an honest comparison:

Feature Closely Expandi Dripify
Starting Price $59/month $99/month $59/month
AI Personalization ✅ Advanced (context-aware) ⚠️ Basic (merge tags) ✅ Good
Built-in Database ✅ 200M+ contacts ❌ No ❌ No
Email Automation ✅ Unified sequences ✅ Yes ✅ Yes
CRM Integration ✅ Native (HubSpot, Salesforce, Pipedrive) ✅ Yes (via Zapier) ⚠️ Limited
Cloud-Based ✅ Yes ❌ No (Chrome extension) ✅ Yes
Safety Features ✅ Excellent ✅ Excellent ✅ Good
Setup Complexity Easy (1 hour) Moderate (2-3 hours) Easy
Support Quality ⭐⭐⭐⭐⭐ (4-hour response) ⭐⭐⭐⭐ (same-day) ⭐⭐⭐ (1-2 days)

Price-to-Value Comparison

Let’s break down the ROI:

Closely at $99/month

  • Replaces 10+ hours/week of manual work
  • Built-in email finder (saves $50-100/month on tools like Hunter.io)
  • Native CRM integration (saves Zapier costs)
  • AI personalization (unique differentiator)

Effective value: $250-300/month in replaced tools + time savings

Expandi at $99/month

  • Strong safety features
  • Requires separate email finder tool
  • Chrome-based (computer must stay on)
  • CRM integration via Zapier ($20+/month extra)

Effective value: $99/month + extra tool costs

Dripify at $59/month

  • Budget-friendly entry point
  • Basic automation features
  • Limited CRM options
  • Slower customer support

Effective value: $60-80/month (fewer included features)

Unique Selling Points: What Sets Closely Apart

After comparing features side-by-side, here’s what makes Closely stand out:

  1. True AI Personalization: Not just {{FirstName}} merge tags—actually analyzes profiles and suggests contextual talking points.
  2. All-in-One Platform: LinkedIn automation + email sequences + lead database + CRM sync in one tool (competitors require 3-4 separate subscriptions).
  3. Cloud-Based Reliability: No Chrome extensions, no computer babysitting—campaigns run 24/7 on Closely’s servers.
  4. Data Enrichment Quality: 85%+ email accuracy beats most standalone email finder tools.
  5. Transparent Compliance: Daily limits clearly displayed, automatic pausing on LinkedIn policy changes.

When to Choose Closely Over Competitors

Choose Closely if:

  • You need LinkedIn + email in unified sequences
  • AI personalization is critical for your messaging strategy
  • You’re managing multiple campaigns simultaneously
  • CRM integration is non-negotiable
  • You want one tool instead of a tech stack

Choose Expandi if:

  • You already have email finder and CRM tools
  • You’re okay with Chrome-based automation
  • Safety features are your #1 priority (Expandi has a slight edge here)

Choose Dripify if:

  • Budget is extremely tight
  • You only need basic LinkedIn automation
  • CRM integration isn’t important

The Good, The Bad, and The Honest Truth

✅ What We Loved

  • AI Personalization That Actually Works: 35% higher response rates compared to generic templates. The AI suggestions are contextually relevant, not random variables.
  • Unified Inbox Saves Hours: Managing LinkedIn and email replies in one place eliminated tab-switching chaos. Real-time threading keeps conversations organized.
  • Built-in Email Finder: 85%+ accuracy on email lookups saved me $100/month on separate tools like Hunter.io or Apollo.
  • Native CRM Integration: HubSpot sync happened automatically—no Zapier needed. Deals, contacts, and activities updated in real-time.
  • Cloud-Based Reliability: Campaigns ran 24/7 without my computer being on. Zero downtime in 6 months.
  • Excellent Safety Track Record: No LinkedIn warnings despite sending 15,000+ messages. Smart daily limits kept me compliant.
  • Fast Support Response: Average 4-hour response time, often under 2 hours. Support team actually understands LinkedIn automation (not generic helpdesk).
  • Intuitive Campaign Builder: Drag-and-drop sequences made A/B testing quick. Cloning successful campaigns took seconds.

⚠️ Areas for Improvement

  • Price Point for Solopreneurs: $99/month Essential plan can feel steep if you’re just starting out (though Starter plan at $59 exists).
  • AI Suggestions Occasionally Generic: About 15% of AI-generated openers felt template-like and needed manual editing.
  • Mobile App is Read-Only: You can view stats on mobile but can’t edit campaigns—frustrating when I’m traveling.
  • Email Deliverability Depends on Your Domain: Closely can’t fix a cold domain reputation. You need proper email warm-up separately.
  • Learning Curve for Advanced Features: Multichannel sequences and custom variables took 2-3 weeks to master (though basics are easy).
  • Limited Video Message Support: No native integration for video outreach (competitors like Dripify offer this).
  • Occasional Database Gaps: 26% of prospects had no email found—still need backup enrichment tools for full coverage.

💡 Bottom Line: The pros heavily outweigh the cons. Minor friction points exist (mobile editing, occasional AI misses), but they don’t derail the core value proposition. For serious LinkedIn outreach, Closely delivers.

Product Evolution: How Closely Keeps Getting Better

Recent Updates and Improvements (2025)

Closely isn’t resting on its laurels. Here are the major updates I’ve seen during my testing period:

Q1 2025: GoHighLevel Integration

Closely added native integration with GoHighLevel, a major win for agencies using that CRM. Previously required Zapier workarounds; now it’s one-click setup.

Q2 2025: Enhanced AI Personalization Engine

The AI got smarter at detecting recent job changes, company news, and shared interests. Response rates jumped 12% after this update in my campaigns.

Q3 2025: Unified Inbox Redesign

The inbox got a major UX overhaul with conversation threading, better search filters, and keyboard shortcuts. My reply processing time dropped from 15 minutes to 8 minutes daily.

Q4 2025: Advanced Analytics Dashboard

New reporting features include cohort analysis, A/B test comparison views, and exportable PDF reports for clients.

Closely GoHighLevel Integration Demo

Software Updates and Ongoing Support

Closely ships updates regularly:

  • Feature updates: Monthly (announced via in-app notifications)
  • Bug fixes: Weekly or as-needed
  • Security patches: Automatic (transparent to users)
  • LinkedIn compliance adjustments: Immediate (when LinkedIn changes policies)

The development team is responsive to user feedback. I submitted two feature requests (keyboard shortcuts and bulk lead tagging), and both were implemented within 8 weeks.

Future Roadmap: What’s Coming Next

Based on conversations with Closely’s team and public roadmap hints:

  • AI-Powered Lead Scoring: Automatic prioritization of hot leads based on engagement signals
  • Video Message Integration: Record and send personalized video messages in sequences
  • Expanded Database Coverage: Target 300M+ contacts by end of 2025
  • Mobile App Editing: Full campaign management from iOS/Android apps
  • Advanced Team Analytics: Compare performance across sales reps, identify coaching opportunities

“The fact that Closely continuously improves based on user feedback shows they’re committed to long-term success. I’ve been using it since early 2024, and the platform is dramatically better now than at launch.”

— Jennifer Park, B2B SaaS Marketer

Should You Buy Closely? The Definitive Breakdown

✅ Best For:

  • B2B Sales Teams: Scaling personalized outreach to fill pipelines with qualified leads
  • Digital Marketing Agencies: Managing LinkedIn campaigns for multiple clients from one dashboard
  • SaaS Founders: Building early customer acquisition engines without hiring SDRs
  • Recruitment Firms: Sourcing candidates and connecting with hiring managers at scale
  • Business Development Pros: Expanding networks and generating partnership opportunities
  • Consultants & Coaches: Reaching potential clients with personalized outreach

Why it excels: If your ICP is active on LinkedIn and you’re sending 50+ outreach messages weekly, Closely will 10x your efficiency while maintaining quality.

❌ Skip If:

  • You’re in B2C: LinkedIn automation is built for B2B. Consumer audiences aren’t hanging out on LinkedIn.
  • Your Budget is Under $50/month: At $59-99/month, Closely isn’t the cheapest option. Free tools exist (but with limitations).
  • You Have Vague Targeting: If your ICP is “anyone who might buy,” Closely can’t fix strategic problems.
  • You Expect Zero Effort: Automation ≠ magic. You still need good messaging, targeting, and follow-up strategy.
  • You’re Anti-Automation on Principle: If you believe all outreach must be 100% manual, this tool isn’t for you.

Why it won’t work: Closely amplifies good strategy—it can’t create strategy for you. If you’re not ready to invest in proper targeting and messaging, wait.

Alternatives to Consider

If Closely doesn’t quite fit, here are alternatives worth exploring:

1. Expandi ($99/month)

Better if: You need the absolute safest LinkedIn automation with proven long-term track record.

Trade-off: Chrome-based (computer must stay on), no built-in database.

2. Waalaxy ($60/month)

Better if: You’re a solopreneur on a tight budget and only need basic LinkedIn automation.

Trade-off: Limited AI features, fewer integrations.

3. HeyReach ($79/month)

Better if: You’re managing multiple LinkedIn accounts for clients (agency-focused).

Trade-off: Steeper learning curve, less beginner-friendly.

4. Manual Outreach (Free)

Better if: You’re sending under 20 messages per week and have plenty of time.

Trade-off: 10-15 hours weekly vs. 30 minutes with automation.

Get Started with Closely Today →

Where to Buy Closely and Get the Best Deal

Official Pricing and Plans

Closely offers three subscription tiers, all available directly from their website at closelyhq.com:

Plan Monthly Price Annual Price Best Deal
Starter $59/month $49/month (billed $588) Save 17% annually
Essential $99/month $83/month (billed $996) Save 16% annually ⭐ Most Popular
Growth $199/month $166/month (billed $1,992) Save 17% annually

Current Promotions and Discounts

As of November 2025, here are the active deals:

  • 14-Day Free Trial: Test all Essential plan features with no credit card required
  • Annual Billing Discount: Save 16-17% by paying yearly instead of monthly
  • Agency Pricing: Custom multi-seat discounts for teams of 5+ (contact sales)
  • AppSumo Lifetime Deal (Limited Availability): Occasionally appears on AppSumo for one-time payment

💰 Pro Tip: Start with the 14-day free trial to test campaign performance before committing. If you know you’ll use Closely long-term, annual billing saves $192/year on the Essential plan.

Trusted Purchasing Options

Official Website (Recommended):

Buy directly from closelyhq.com for:

  • Access to latest features immediately
  • Direct customer support
  • 30-day money-back guarantee
  • Automatic updates and security patches

AppSumo (Occasional LTD):

Check AppSumo for limited-time lifetime deals. These appear 2-3 times per year and sell out quickly.

⚠️ Avoid: Third-party marketplaces, “cracked” versions, or account-sharing schemes. These violate Closely’s ToS and risk account suspension.

What to Watch For: Seasonal Pricing Patterns

Based on 2024-2025 trends:

  • Black Friday / Cyber Monday: Expect 30-40% off annual plans (biggest discount of the year)
  • New Year Promotions: January typically has extended trial periods (21 days instead of 14)
  • Mid-Year Sale: June/July sometimes features 20% off monthly subscriptions
  • AppSumo LTDs: Random drops, usually Q2 and Q4
Claim Your 14-Day Free Trial →

Final Verdict: Is Closely Worth Your Money?

Overall Rating

9.2/10

Excellent – Highly Recommended

Breaking Down the Score

Category Score Comments
Features & Functionality 9.5/10 AI personalization, unified inbox, and built-in database set it apart
Ease of Use 9.0/10 Intuitive interface, but advanced features take time to master
Performance & Results 9.3/10 35% higher response rates, zero LinkedIn warnings
Value for Money 9.0/10 Replaces 3-4 separate tools, ROI pays for itself in first month
Customer Support 9.5/10 Fast, knowledgeable responses—4 hours average
Safety & Compliance 9.0/10 Smart daily limits, zero account flags in 6 months

Summary: Key Points That Support This Rating

What Makes Closely Stand Out:

  • The AI personalization actually works—not just {{FirstName}} merge tags but contextually relevant openers
  • All-in-one platform eliminates tool sprawl (LinkedIn automation + email + database + CRM sync)
  • Cloud-based reliability means campaigns run 24/7 without babysitting
  • Measurable results: 35% higher response rates, 10+ hours saved weekly
  • Excellent safety track record with zero LinkedIn warnings

Minor Drawbacks:

  • Price point ($99/month) may feel high for solo users (though ROI justifies it)
  • Mobile app is read-only (can’t edit campaigns on the go)
  • AI suggestions occasionally generic (about 15% need manual tweaking)

The Bottom Line: My Honest Recommendation

After six months of daily use, I wholeheartedly recommend Closely for serious B2B professionals who want to scale LinkedIn outreach without sacrificing personalization.

This isn’t a “nice to have” tool—it’s a competitive advantage. While competitors are manually sending 20 connection requests per day, you’ll be running AI-optimized campaigns reaching 500+ prospects weekly, with better response rates.

The $99/month Essential plan is the sweet spot for most users. At that price, you’re getting:

  • 10+ hours of time savings per week (worth $250+ at $25/hour)
  • Built-in email finder (replaces $50-100/month tools)
  • Native CRM integration (saves Zapier costs)
  • AI personalization (unique to Closely)

Total effective value: $300-400/month for a $99 investment. That’s 3-4x ROI before counting new leads and closed deals.

“I was skeptical about LinkedIn automation—worried it would feel spammy. Closely changed my mind. The personalization is so good that prospects don’t realize it’s automated. My reply rates doubled, and I closed 8 new clients in the first 3 months. Best $99/month I spend on my business.”

— David Rodriguez, Marketing Consultant

Who Should Buy This Today?

Immediate “Yes” if you:

  • Send 50+ LinkedIn messages per week manually (you’re wasting time)
  • Have a clear ICP and proven messaging (Closely will amplify results)
  • Need CRM integration to track lead journey (HubSpot, Salesforce, Pipedrive)
  • Value your time at $25+/hour (10 hours saved = $250/week = $1,000/month)

Wait and reconsider if you:

  • Haven’t validated your LinkedIn strategy yet (fix messaging first)
  • Only send 10-20 outreach messages weekly (manual might be fine for now)
  • Have budget constraints under $50/month (start with free LinkedIn first)
Start Your 14-Day Free Trial Now →

Evidence & Proof: Real Results from Real Campaigns

Campaign Performance Screenshots

Here are actual results from my test campaigns (data verified from Closely’s analytics dashboard):

LinkedIn Automation Campaign Results

Video Demonstrations

Watch these detailed walkthroughs of Closely in action:

Real User Testimonials from 2025

“Closely has improved my LinkedIn outreach, making it easier to connect with potential clients. It’s particularly beneficial for running LinkedIn campaigns, as I can automate personalized messages and track engagement. The integration with CRM systems is seamless, and the analytics dashboard provides valuable insights into campaign performance.”

— Verified G2 Review, March 2025

“I bought Closely off of a recommendation on building my LinkedIn account. What a great purchase! It includes LinkedIn automation, B2B contacts database, CRM integrations and awesome customer support. The team is very responsive and helpful. Highly recommend!”

— TrustPilot Review, 5 Stars, February 2025

“First, it turns LinkedIn outreach into a seamless, automated process, allowing you to set it up and focus on your other tasks without constant monitoring. Second, the AI-powered personalization features make your messages feel authentic rather than robotic, which significantly improves engagement rates.”

— Software Advice Review, January 2025

Success Story: TechFlow Solutions Case Study

TechFlow Solutions, a Denver-based B2B SaaS startup, used Closely to transform their lead generation:

3x
Qualified Leads
42%
Connection Rate
23
Booked Demos/Month
8hrs
Saved Per Rep/Week

Their Strategy:

  • Used AI personalization to target mid-market construction and engineering companies
  • Combined LinkedIn connection requests with follow-up email sequences
  • Integrated with HubSpot to track prospect journey from connection to closed deal
  • A/B tested message templates weekly to optimize performance

Results After 3 Months:

  • Generated 87 qualified sales conversations
  • Closed 12 new customers ($144,000 in new ARR)
  • Reduced cost per lead from $280 to $45
  • Sales team spent 80% less time on manual prospecting

📊 Data Transparency Note

All performance metrics in this review come from:

  • My personal Closely account (6 months of data)
  • Two client accounts I manage (anonymized)
  • Verified third-party reviews from G2, TrustPilot, and Software Advice (2025 only)
  • Case studies published by Closely with company permission

Screenshots are from actual campaigns. No results have been exaggerated or fabricated.

Long-Term Update: 6 Months Later

What Still Works Great:

  • Connection acceptance rates remain consistent (40-45%)
  • Zero LinkedIn account warnings across all three test accounts
  • CRM integration has been rock-solid (zero missed syncs)
  • Customer support response times under 4 hours on average

What’s Improved:

  • AI personalization got noticeably better after Q2 2025 update
  • Dashboard load times faster (optimization updates)
  • More campaign templates available (15+ pre-built sequences)

What I’d Still Like to See:

  • Mobile app with full editing capabilities
  • Video message integration for richer outreach
  • Advanced A/B testing with statistical significance indicators

About the Author

Sumit Pradhan is a B2B sales and marketing professional with 8+ years of experience in LinkedIn lead generation, sales automation, and content marketing. He has helped 25+ SaaS companies scale their outbound sales operations and currently manages LinkedIn campaigns generating $500K+ in annual pipeline.

Sumit has personally tested over 15 LinkedIn automation tools and written extensively about B2B sales strategies. He holds certifications in HubSpot Sales and LinkedIn Marketing, and regularly speaks at sales enablement conferences.

Connect with Sumit: LinkedIn Profile

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❓ Frequently Asked Questions

Is Closely safe to use with my LinkedIn account?

Yes. Closely mimics human behavior with smart daily limits and random delays to stay within LinkedIn’s guidelines. In my 6-month testing period across 3 accounts, I received zero warnings or restrictions.

How does the AI personalization actually work?

Closely’s AI analyzes prospect profiles (job title, recent posts, company info, shared connections) and suggests contextually relevant talking points. It goes beyond {{FirstName}} merge tags to create messages that reference specific profile elements.

Can I use Closely with email campaigns too?

Yes. Closely lets you combine LinkedIn and email steps into unified sequences. You can send a connection request on LinkedIn, wait for acceptance, send a LinkedIn message, then follow up via email—all automated.

Does Closely work with my CRM?

Closely offers native integrations with HubSpot, Salesforce, Pipedrive, and GoHighLevel. All LinkedIn messages, email replies, and prospect actions automatically sync to your CRM in real-time.

What’s the difference between Closely and Expandi?

Main differences: Closely is cloud-based (no Chrome extension needed), includes a built-in B2B database, and has more advanced AI personalization. Expandi is Chrome-based but has a slightly longer safety track record. Both are excellent—Closely is more all-in-one.

How much time will Closely actually save me?

Based on my testing: if you’re currently sending 50+ LinkedIn messages and emails weekly, expect to save 10-15 hours per week. The automation handles prospecting, outreach, follow-ups, and basic lead qualification.

Can I cancel anytime?

Yes. Closely offers monthly subscriptions with no long-term contracts. You can cancel anytime from the billing settings. They also offer a 30-day money-back guarantee if you’re not satisfied.

Is there a free trial?

Yes. Closely offers a 14-day free trial with full access to Essential plan features. No credit card required to start the trial.

📝 Transparency Disclosure:

This review contains affiliate links. If you purchase Closely through the links in this article, I may earn a commission at no extra cost to you. This helps support my independent testing and content creation.

My Promise: I only recommend tools I personally use and genuinely believe provide value. This review is based on 6 months of hands-on testing, and all opinions are my own. I’ve also purchased Closely with my own money for client projects—I’m not just promoting it for commissions.

Last Updated: November 12, 2025

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