Closely vs Klipfolio Klips
Closely
- Platform: LinkedIn and email
- Best For: Outbound sales and prospecting
- Strength: AI personalization and multichannel campaigns
- Users: Not specified
Starting at $29/month
Klipfolio Klips
- Platform: Data sources and dashboards
- Best For: Business intelligence and reporting
- Strength: Flexible visualizations and 130+ integrations
- Users: 25,000 customers
Starting at $120/month
Table of Contents
At a Glance
Core Functionality
| Feature | Closely | Klipfolio Klips |
|---|---|---|
| LinkedIn Automation | ✓ Safe sequences with human-like behavior and limits | ✗ Not applicable; focuses on data visualization |
| Email Outreach | ✓ Multichannel campaigns combining LinkedIn and email | ✗ Not supported; email data can be visualized if integrated |
| Dashboard Building | ✗ Basic analytics for outreach campaigns | ✓ Spreadsheet-style with 30+ visualizations and pixel control |
| Data Enrichment | ✓ Verified emails and phones from LinkedIn | ✗ Data modeling and joins, but no enrichment |
| Automated Reporting | ✓ Outreach analytics across campaigns | ✓ Scheduled PDF exports and published links |
Integrations & Data Sources
| Feature | Closely | Klipfolio Klips |
|---|---|---|
| CRM Integrations | ✓ Deep integrations with HubSpot, Salesforce, Pipedrive | ✗ Connects to CRMs as data sources but no deep sync |
| Cloud Services & Databases | ✗ Limited to sales tools | ✓ 130+ including spreadsheets, SQL, REST APIs |
| LinkedIn Data Import | ✓ Exports from Sales Navigator, posts, events | ✗ Possible via API but not native |
| API & Webhooks | ✓ For CRM and custom workflows | ✓ For advanced data sources and debugging |
AI & Automation
| Feature | Closely | Klipfolio Klips |
|---|---|---|
| AI Personalization | ✓ For DMs, InMails, emails; Sales AI Agents for research | ✗ No AI; formula-based modeling |
| Data Refresh & Scheduling | ✓ Campaign sequences and unified inbox | ✓ Automated refresh up to near-real-time (add-on) |
| Lead Qualification | ✓ AI scoring and web research | ✗ Analytics but no lead-specific AI |
| Collaboration Tools | ✓ Team management and unified inbox | ✓ Unlimited users, comments, user roles |
Analytics & Reporting
| Feature | Closely | Klipfolio Klips |
|---|---|---|
| Campaign Analytics | ✓ Advanced outreach metrics across teams | ✗ General BI analytics |
| Custom Visualizations | ✗ Not applicable | ✓ 30+ types with theming and white-label |
| Scheduled Reports | ✗ Basic exports | ✓ PDF, links, automated delivery |
| White-Label Options | ✓ Custom domain and branding for agencies | ✓ Add-on bundle with CSS and domain |
Agency & Team Features
| Feature | Closely | Klipfolio Klips |
|---|---|---|
| White-Label Platform | ✓ Included in all plans, unlimited for $999/month | ✓ Add-on at $299/month |
| Team Management | ✓ For sales teams and agencies | ✓ Unlimited users with roles |
| Client Portals | ✗ Not specified | ✓ Template gallery and client dashboards |
| Onboarding Support | ✗ May require time for advanced features | ✓ Extensive help center and professional services |
Pricing Comparison
Closely starts at $29/month (annual) for sales automation, scaling to custom for teams. Klipfolio Klips begins at $120/month (annual) for dashboards, with add-ons for advanced features. Closely offers better value for sales-focused users, while Klipfolio suits data teams needing flexible BI.
Closely
Starter Annual
$29/month
Solo users or small teams starting outbound
- 1 LinkedIn account
- Unlimited email accounts
- White-label included
- Outreach automation and multichannel campaigns
Growth Annual
$87/month
Growing teams with multiple accounts
- 3 LinkedIn accounts
- Unlimited email accounts
- Bonus 3,000 credits/month
- White-label included
Essential Annual
$145/month
Larger teams needing more scale
- 5 LinkedIn accounts
- Unlimited email accounts
- Bonus 5,000 credits/month
- White-label included
Custom
Custom
Enterprises with specific needs
- Custom LinkedIn accounts
- Unlimited campaigns
- CRM integrations and webhooks
- Advanced analytics
White-label Unlimited
$999/month
Agencies at scale
- Unlimited seats
- Full customization
- No usage caps
Klipfolio Klips
Base
$120/month
Small teams with basic dashboards
- 3 dashboards
- Unlimited users
- 4-hour refresh
- 130+ integrations
- PDF reports
Grow
$190/month
Mid-sized teams needing more dashboards
- 10 dashboards
- 1-hour refresh
- All Base features
Team
$310/month
Larger teams with frequent updates
- 20 dashboards
- 15-minute refresh
- All Grow features
Team+
$600/month
Advanced users with dynamic data
- 40 dashboards
- Up-to-the-minute refresh
- All Team features
Extra Dashboards (Add-On)
$8/month
Scaling beyond limits
- Additional dashboards
White-Label Bundle (Add-On)
$299/month
Agencies
- Remove branding
- Custom domain and CSS
Onboarding, Training, and Professional Services
Custom
Complex setups
- Customized training
- Implementation services
Feature Deep Dive
Sales Automation & Outreach
Closely
Strengths
- LinkedIn sequences with safe limits and human-like actions
- Multichannel campaigns blending LinkedIn and email
- AI personalization for messages and InMails
- Sales AI Agents for lead research, scoring, and qualification
- Unified inbox for all replies
Workflow
Build prospect list → Enrich data → Create AI-personalized sequence → Launch multichannel campaign → Monitor inbox and analytics
Klipfolio Klips
Strengths
- No native sales automation
- Can visualize sales data from CRMs
- Automated data refresh for pipeline monitoring
Workflow
Connect CRM data → Build dashboard → Schedule refreshes → Share reports
Limitations
- Not designed for outreach or automation
- Requires external tools for sales actions
Closely is purpose-built for sales automation with AI-driven outreach and CRM sync, making it ideal for prospecting. Klipfolio Klips supports sales analytics via dashboards but lacks automation capabilities. Choose Closely for active sales, Klipfolio for monitoring.
Data Visualization & Reporting
Closely
Strengths
- Advanced analytics for campaigns, sequences, and teams
- CRM attribution for outreach ROI
- Basic exports and white-label reporting
Workflow
Run campaigns → Track metrics in dashboard → Export reports to CRM
Limitations
- Focused on sales metrics, no general BI
- No custom visualizations or pixel-level control
Klipfolio Klips
Strengths
- 30+ visualization types with pixel-level layout
- Custom theming, white-label, and logo upload
- Scheduled reports, PDF exports, published links
- Template gallery for quick starts
Workflow
Connect data sources → Model and join data → Design dashboard → Schedule reports
Limitations
- Spreadsheet-like formulas have learning curve
- Advanced refresh requires add-ons
Klipfolio Klips dominates in flexible BI and reporting with broad data support and custom visuals. Closely provides solid sales-specific analytics but lacks depth in visualization. For comprehensive reporting, Klipfolio wins; for sales-focused insights, Closely suffices.
Integrations & CRM Sync
Closely
Strengths
- Deep integrations with HubSpot, Salesforce, Pipedrive, GoHighLevel
- Automatic data sync for leads and activities
- Webhooks for custom workflows
- Data enrichment feeds directly into CRM
Workflow
Connect CRM → Import prospects → Automate outreach → Sync replies and outcomes
Klipfolio Klips
Strengths
- 130+ connectors for cloud services, databases, spreadsheets
- SQL, REST, dynamic sources support
- API for advanced users
- Data modeling with joins
Workflow
Select data source → Query and model data → Build metrics → Visualize in dashboard
Limitations
- Integrations are for data import, not bidirectional sync
- No deep CRM-specific automation
Closely offers superior CRM integrations for sales automation and sync. Klipfolio Klips excels in broad data connectivity for BI but without deep workflow integration. Sales teams should choose Closely; data analysts, Klipfolio.
Agency & White-Label Features
Closely
Strengths
- White-label included with custom domain and branding
- Unlimited seats in top plan ($999/month)
- Client portal and branded reporting
- Team management for agencies
Limitations
- Onboarding time for advanced config
- Focused on sales services
Klipfolio Klips
Strengths
- White-label bundle add-on ($299/month) with CSS and domain
- Unlimited users and collaboration via comments
- Client dashboard templates
- Professional services for onboarding
Limitations
- White-label is expensive add-on
- Learning curve for client setups
Both support agencies, but Closely includes white-label in core plans for sales agencies, offering better value. Klipfolio's add-ons suit reporting agencies but at higher cost. Closely edges for sales-focused agencies; Klipfolio for BI services.
Use Case Comparison
Outbound Sales Team
Closely 🏆
Excellent
AI personalization, multichannel campaigns, and CRM sync streamline prospecting and follow-up.
Best Plan: Growth Annual ($87/month)
Score: 10/10
Klipfolio Klips
Fair
Useful for pipeline dashboards but no automation for outreach.
Best Plan: Grow ($190/month)
Score: 5/10
Marketing Analytics Dashboard
Closely
Poor
Limited to sales metrics; no broad visualization.
Best Plan: Not suitable
Score: 2/10
Klipfolio Klips 🏆
Excellent
Connects to marketing tools for cross-channel dashboards and automated reports.
Best Plan: Team ($310/month)
Score: 10/10
Sales Performance Reporting
Closely
Good
Campaign analytics and CRM attribution provide outreach insights.
Best Plan: Essential Annual ($145/month)
Score: 8/10
Klipfolio Klips 🏆
Excellent
Custom dashboards for revenue, pipeline, and KPIs with scheduled delivery.
Best Plan: Team+ ($600/month)
Score: 9/10
Agency Offering Lead Generation Services
Closely 🏆
Excellent
White-label platform and unlimited seats for client sales automation.
Best Plan: White-label Unlimited ($999/month)
Score: 10/10
Klipfolio Klips
Good
White-label reports for client analytics, but no lead gen.
Best Plan: Base + White-Label ($419/month)
Score: 6/10
Finance Team Monitoring KPIs
Closely
Poor
Sales-focused; no financial data tools.
Best Plan: Not suitable
Score: 1/10
Klipfolio Klips 🏆
Excellent
Connects to finance databases for cash flow and executive dashboards.
Best Plan: Grow ($190/month)
Score: 10/10
Small Team Scaling Prospecting
Closely 🏆
Excellent
Affordable tiers with AI enrichment and multichannel for founders without SDRs.
Best Plan: Starter Annual ($29/month)
Score: 9/10
Klipfolio Klips
Fair
Basic dashboards possible but overkill for small prospecting.
Best Plan: Base ($120/month)
Score: 4/10
Revenue Team Tracking Pipeline
Closely
Good
Outreach analytics tie to CRM for pipeline visibility.
Best Plan: Growth Annual ($87/month)
Score: 7/10
Klipfolio Klips 🏆
Excellent
Real-time dashboards from CRM data with custom visuals.
Best Plan: Team ($310/month)
Score: 10/10
B2B Founder Running Outreach
Closely 🏆
Excellent
Combines LinkedIn, email, and AI for solo scaling without large teams.
Best Plan: Starter Annual ($29/month)
Score: 10/10
Klipfolio Klips
Poor
No outreach; only analytics.
Best Plan: Not suitable
Score: 3/10
Consultant Delivering Client Reports
Closely
Fair
White-label for sales reports, but limited scope.
Best Plan: Custom
Score: 5/10
Klipfolio Klips 🏆
Excellent
Reusable templates and white-label for multi-client BI.
Best Plan: Grow + White-Label ($489/month)
Score: 9/10
Sales Leader Needing Team Analytics
Closely 🏆
Excellent
Team-level outreach analytics and CRM attribution.
Best Plan: Essential Annual ($145/month)
Score: 9/10
Klipfolio Klips
Good
Broad sales dashboards but no sales-specific automation insights.
Best Plan: Team ($310/month)
Score: 8/10
Agency Providing BI Services
Closely
Poor
Sales-only; not for general BI.
Best Plan: Not suitable
Score: 2/10
Klipfolio Klips 🏆
Excellent
White-label, templates, and professional services for client dashboards.
Best Plan: Team+ + White-Label ($899/month)
Score: 10/10
Marketer Running Multichannel Campaigns
Closely
Good
LinkedIn + email focus, but no broader channels.
Best Plan: Growth Annual ($87/month)
Score: 7/10
Klipfolio Klips 🏆
Excellent
Dashboards across marketing channels with automated insights.
Best Plan: Team ($310/month)
Score: 9/10
Solo Prospector on Budget
Closely 🏆
Excellent
Low entry price with full automation features.
Best Plan: Starter Annual ($29/month)
Score: 9/10
Klipfolio Klips
Poor
High cost and complexity for solo use.
Best Plan: Base ($120/month)
Score: 3/10
Pros and Cons
Closely
Pros
- Comprehensive feature set combining LinkedIn automation, email, AI, and enrichment
- Strong focus on safe LinkedIn automation with human-like behavior and limits
- Deep integrations with major CRMs like HubSpot, Salesforce, and Pipedrive
- Unified inbox simplifies managing LinkedIn and email replies in one place
- Flexible pricing tiers with attractive annual discounts
- White-label platform for agencies with custom domain and branding
Cons
- Feature-rich interface may feel complex for users needing only basic LinkedIn support
- Best value is realized by teams running structured outbound programs, not casual users
- Pricing may be high for solo users compared to lightweight LinkedIn tools
- White-label and advanced features can require onboarding time to configure properly
- No native focus on content creation or post scheduling compared to dedicated social tools
Klipfolio Klips
Pros
- Highly flexible dashboards with 30+ visualization types and pixel-level control
- Connects to 130+ data sources, including spreadsheets, databases, and REST APIs
- Automated data refresh and scheduling reduce manual reporting work
- Strong support for agencies with white-label bundle and client templates
- Unlimited users on all core plans improves collaboration and sharing
- Template gallery and professional services accelerate onboarding
Cons
- Learning curve for non-technical users due to formulas and data modeling
- Advanced features like near-real-time refresh and white-labeling require add-ons or higher tiers
- Base plan limits dashboards, which can be restrictive for complex organizations
- Interface and configuration can feel heavy compared to lightweight, AI-first tools
- Pricing is annual-first, which may not suit very small or experimental teams
Final Verdict
Closely and Klipfolio Klips target different needs: Closely for automating sales outreach with AI and CRM focus, Klipfolio Klips for building insightful BI dashboards and reports. Closely suits sales-driven teams, while Klipfolio empowers data-centric roles in marketing, sales, and finance.
Select Closely for sales automation and lead generation via LinkedIn/email. Opt for Klipfolio Klips for comprehensive data visualization and BI reporting. For sales orgs needing both, integrate Closely's outreach data into Klipfolio dashboards for full visibility.
Overall Scores
Closely
Value: 9/10
Klipfolio Klips
Value: 7/10
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