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Sales Engagement

Closely

Automate sales outreach and LinkedIn engagement to accelerate pipeline growth

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Category
Software
Ideal For
SMBs
Deployment
Cloud
Integrations
None+ Apps
Security
Cloud-based security, data encryption, role-based access controls
API Access
Yes

About Closely

Closely is a cloud-based sales engagement platform that empowers sales teams to scale outreach efforts through intelligent automation and LinkedIn network optimization. The platform streamlines prospect discovery, multi-channel engagement, and relationship nurturing by automating repetitive outreach tasks while maintaining personalization. Closely integrates with existing CRM systems to synchronize data and track engagement metrics across email, LinkedIn, and phone touchpoints. For AiDOOS users, Closely enhances deployment by reducing manual sales tasks, enabling faster scaling of sales operations without proportional headcount increases. The platform's automation capabilities improve governance through centralized campaign management and compliance tracking, while native integrations optimize workflow efficiency. Its analytics dashboard provides actionable insights to refine outreach strategies and improve conversion rates across the entire sales pipeline.

Challenges It Solves

  • Sales teams spend excessive time on manual prospect research and outreach tasks
  • LinkedIn network management and engagement is time-consuming and difficult to scale
  • Inconsistent follow-up and relationship nurturing leads to missed opportunities
  • Lack of visibility into engagement metrics and campaign effectiveness
  • Difficulty maintaining personalization while automating at scale

Proven Results

64
Reduction in time spent on manual outreach activities
48
Increase in qualified prospect connections per sales rep
35
Improvement in conversion rates through consistent nurturing

Key Features

Core capabilities at a glance

Automated Outreach Campaigns

Multi-channel engagement sequences that scale

Execute personalized campaigns across email, LinkedIn, phone simultaneously

LinkedIn Network Automation

Smart connection and engagement management

Grow network organically while maintaining authentic relationship building

Prospect Intelligence & Enrichment

Data-driven prospect identification and insights

Access real-time prospect data to improve targeting accuracy

CRM Integration & Sync

Seamless data flow with existing sales systems

Automatic contact and activity synchronization with Salesforce, HubSpot, Pipedrive

Campaign Analytics & Reporting

Measure engagement and optimize performance

Track open rates, response rates, and ROI by campaign and channel

Personalization at Scale

Dynamic variable insertion and smart templates

Deliver customized messages to hundreds of prospects automatically

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Real-World Use Cases

See how organizations drive results

Sales Development Representative Outreach
SDRs use Closely to automate initial prospect outreach across LinkedIn and email, enabling them to focus on high-quality conversations with engaged prospects. The platform handles repetitive connection requests and follow-ups intelligently.
72
Increase in daily prospects contacted per SDR
Lead Nurturing Campaigns
Marketing and sales teams create automated nurturing sequences that keep prospects engaged through personalized multi-touch campaigns. Closely ensures consistent follow-up without manual intervention.
58
Higher engagement rates in nurture sequences
LinkedIn Pipeline Building
Sales teams systematically build targeted LinkedIn networks with prospects in their ICP, automating connection requests and initial messages while maintaining authentic relationship development.
61
Growth in qualified LinkedIn connections monthly
Account-Based Marketing Execution
Teams execute coordinated multi-touch campaigns to target accounts and key decision makers, automating personalized outreach while tracking engagement across the buying committee.
54
Improved deal velocity in ABM accounts

Integrations

Seamlessly connect with your tech ecosystem

S

Salesforce

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Bi-directional sync of contacts, activities, and campaign performance data within Salesforce

H

HubSpot

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Seamless integration for contact management, deal tracking, and campaign attribution

P

Pipedrive

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Real-time synchronization of prospects and engagement activities to pipeline stages

L

LinkedIn

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Native LinkedIn integration for automated connections, message sending, and profile enrichment

G

Gmail & Outlook

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Email integration for tracking sent messages, opens, clicks, and replies

S

Slack

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Notification and alert integration for campaign performance and prospect engagement events

Z

Zapier

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Extensible automation through Zapier for connections to 5000+ additional applications

Implementation with AiDOOS

Outcome-based delivery with expert support

Outcome-Based

Pay for results, not hours

Milestone-Driven

Clear deliverables at each phase

Expert Network

Access to certified specialists

Implementation Timeline

1
Discover
Requirements & assessment
2
Integrate
Setup & data migration
3
Validate
Testing & security audit
4
Rollout
Deployment & training
5
Optimize
Performance tuning

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Alternatives & Comparisons

Find the right fit for your needs

Capability Closely EQUP SendPost Digitalsignagepress
Customization Good Good Good Good
Ease of Use Excellent Good Excellent Excellent
Enterprise Features Good Good Good Good
Pricing Fair Fair Fair Good
Integration Ecosystem Excellent Good Good Fair
Mobile Experience Good Good Good Good
AI & Analytics Good Good Good Fair
Quick Setup Excellent Good Excellent Excellent

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Frequently Asked Questions

How does Closely ensure my outreach complies with anti-spam regulations?
Closely includes built-in compliance features for GDPR, CCPA, CAN-SPAM, and GDPR. The platform tracks consent, manages unsubscribes, and provides audit logs. AiDOOS users benefit from centralized governance that ensures organizational compliance across all outreach activities.
Can Closely integrate with my existing CRM system?
Yes. Closely offers native integrations with Salesforce, HubSpot, and Pipedrive with bi-directional data sync. For other CRMs, the API and Zapier integration enable custom connections. AiDOOS can assist with complex integration architecture and optimization.
What level of personalization is possible at scale?
Closely supports dynamic variable insertion, conditional logic, and smart templates that personalize content based on prospect data. You can customize subject lines, body copy, and call-to-action by prospect attributes, company size, industry, and more.
How does Closely handle LinkedIn automation without violating platform policies?
Closely uses rate-limiting, randomized timing, and human-like behavior patterns to safely automate LinkedIn activities. The platform respects LinkedIn's terms of service and updates automation features as policies change.
What analytics and reporting capabilities are included?
Closely provides campaign dashboards tracking open rates, click rates, response rates, meeting booked rates, and ROI by campaign, channel, and rep. Custom reports and real-time alerts help identify high-performing outreach strategies.
Can I use Closely for account-based marketing?
Yes. Closely supports ABM workflows with account-level targeting, multi-touch campaign coordination, and buying committee engagement tracking. The platform enables coordinated outreach to multiple contacts within target accounts.