Closely promises to fix that with AI-driven automation, a clean interface, and analytics that actually make sense though it does have a few quirks around deep integrations and LinkedIn compliance. It’s earned a solid 4.4 stars on Capterra (150+ reviews) and 4.6 on G2, so plenty of teams seem to agree.

In this Closely review, I’ll walk you through what it is, how it works, where it shines, and where it trips up. We’ll cover pros and cons, core features, and real user feedback. By the end, you’ll know if Closely fits your sales playbook.

How Does Closely Enhance Your Business Sales Engagement?

By automating repetitive tasks, Closely frees your team to focus on high-value conversations. Its AI enrichment surfaces the right prospects, while multichannel sequences ensure you reach leads where they’re most active. 

Personalized templates and automated follow-ups boost reply rates, and the analytics dashboard shows exactly where to tweak your campaigns. According to Closely, users have generated over $500 million in pipeline and 1 million+ opportunities, underscoring its impact on sales efficiency.

Closely Review: Pros and Cons

Pros	Cons
User-friendly interface: Modern, intuitive dashboard and Chrome extension make campaign setup simple.	Limited integrations: No webhooks or deep API support can hinder complex workflows.
Multichannel automation: Automate LinkedIn outreach and cold email sequences from one place.	LinkedIn risks: Automated outreach can trigger LinkedIn restrictions or bans if settings aren’t conservative.
Built-in B2B database: Access verified business contacts and email validation to keep deliverability high.	Support and billing concerns: Some users report slow or unhelpful customer service, plus tricky cancellation policies.
Personalization at scale: Custom placeholders and time-delay features help messages feel human.	First-level outreach gaps: Currently doesn’t let you message existing first-degree connections directly.
Pipeline impact: Users report millions in opportunities generated and strong conversion gains.

Closely AI Features

• AI-powered prospecting: Automatically find and enrich leads with intent signals.
• Multichannel campaigns: Sequence messages across LinkedIn, email, and SMS.
• B2B contact database: Integrated lead finder with email verification tools .
• Chrome extension: Manage outreach right from your browser and CRM.
• Customizable templates: Use placeholders, delays, and A/B variants for personalization.
• Automated follow-ups: Keep prospects engaged without manual oversight.
• Analytics dashboard: Track open rates, reply rates, and pipeline value in real time.

What Are the Reviews About Closely?

The reviews about Closely are largely positive, with users praising its clean UI and streamlined campaign setup. Capterra reviewers highlight how quickly they can launch LinkedIn and email sequences without juggling multiple tools, while G2 feedback emphasizes powerful personalization and insightful analytics dashboards.

The reviews about Closely also surface mixed feedback on support and scalability. Limited CRM integrations and compliance risks on LinkedIn lead veteran users to recommend conservative automation settings to avoid account restrictions.

Can I Customize My Campaign Workflows with Closely?

Absolutely. You can add actions such as connection requests, email sends, profile visits and LinkedIn skill endorsements, then set unique time delays and variable rules between each step. That level of control lets you create multistep campaigns that feel authentic. 

You can also push event data to tools like HubSpot or Salesforce whenever a prospect reaches a specific stage. In addition, you can connect your Gmail or Outlook accounts to tailor sending schedules and set retry rules so that each message aligns with your brand and timing requirements. These options let you build a workflow that matches your team’s exact playbook.

Who is it for?

Closely can be a game-changer for a small to mid-size sales team, an agency, or flying solo and juggling multiple outreach channels, Closely can be a game-changer. I’ve seen it cut down hours of manual work by handling prospect enrichment and sequence setup. When your days are packed with prospect lists, follow-up reminders, and campaign tweaks, having AI step in feels like a breath of fresh air.

Closely excels at the essentials, but complex workflows might hit its limits. In that case, run a few pilots, adjust the settings, and see if it aligns with your compliance guidelines before fully committing.

Is Closely Worth It?

For teams driven by outbound growth, I’d say Closely delivers solid ROI. The hours reclaimed from manual data entry and follow-up scheduling translate directly into extra calls booked and deals in the pipeline. In my experience, even after accounting for the human polish and compliance checks you’ll still need, the net time savings more than justify the cost.

If you’re okay testing settings conservatively and your growth strategy leans on volume without sacrificing personalization, Closely can become a dependable engine for predictable outreach.

Closely Review: Conclusion

Closely stands out for its user-friendly automation, built-in B2B database, and multichannel outreach capabilities. It’s a great match for teams wanting to scale LinkedIn and email campaigns without reinventing the wheel.

If you prioritize ease of use and solid personalization at scale and you’re willing to manage outreach settings carefully – Closely can be a powerful engine for your outbound sales. Otherwise, consider alternatives that better align with your integration requirements and support expectations.